Civic Intelligence

Simplicity Credit Union

990 • Fiscal year 2018 • EIN 39-0860994

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 02, 2019

Organization ProfileWWW.SIMPLICITY.COOP

View Organization Page

222 Upham AvenueMarshfield, WI 54449-0790

(715) 387-3702

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.88x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

15.76x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$301,993

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Asset Growth

50th percentile

3.2%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

16%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$248,218,049

Up $7,796,217 (+3.2%) from 2017

Net Assets

Up

$28,868,435

Up $2,447,808 (+9.3%) from 2017

Liabilities

Up

$219,349,614

Up $5,348,409 (+2.5%) from 2017

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin78th percentile

Revenue

Up

$13,914,390

Up $1,940,461 (+16%) from 2017

Expenses

Up

$11,235,885

Up $1,437,369 (+15%) from 2017

Net Income

Up

$2,678,505

Up $503,092 (+23%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $171,210,377Liabilities 2010: $153,052,620Net Assets 2010: $18,157,7572010Assets 2011: $179,777,271Liabilities 2011: $161,260,243Net Assets 2011: $18,517,0282011Assets 2012: $194,276,643Liabilities 2012: $174,872,211Net Assets 2012: $19,404,4322012Assets 2013: $203,935,642Liabilities 2013: $184,721,027Net Assets 2013: $19,214,6152013Assets 2014: $209,653,537Liabilities 2014: $188,948,663Net Assets 2014: $20,704,8742014Assets 2015: $224,201,044Liabilities 2015: $202,087,471Net Assets 2015: $22,113,5732015Assets 2017: $240,421,832Liabilities 2017: $214,001,205Net Assets 2017: $26,420,6272017Assets 2018: $248,218,049Liabilities 2018: $219,349,614Net Assets 2018: $28,868,4352018Assets 2019: $275,577,534Liabilities 2019: $244,082,179Net Assets 2019: $31,495,3552019Assets 2020: $337,112,672Liabilities 2020: $303,454,679Net Assets 2020: $33,657,9932020Assets 2021: $424,593,294Liabilities 2021: $385,821,569Net Assets 2021: $38,771,7252021Assets 2022: $432,153,101Liabilities 2022: $393,526,787Net Assets 2022: $38,626,3142022Assets 2024: $500,121,906Liabilities 2024: $454,269,750Net Assets 2024: $45,852,1562024

Highlighted filing

2018

Assets$248,218,049
Liabilities$219,349,614
Net Assets$28,868,435
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $8,625,0022010Expenses 2011: $8,148,8662011Expenses 2012: $8,224,7432012Revenue 2013: $9,257,423Expenses 2013: $8,751,985Net Income 2013: $505,4382013Revenue 2014: $9,736,233Expenses 2014: $8,636,495Net Income 2014: $1,099,7382014Revenue 2015: $10,504,267Expenses 2015: $9,051,186Net Income 2015: $1,453,0812015Revenue 2017: $11,973,929Expenses 2017: $9,798,516Net Income 2017: $2,175,4132017Revenue 2018: $13,914,390Expenses 2018: $11,235,885Net Income 2018: $2,678,5052018Revenue 2019: $15,576,619Expenses 2019: $13,361,379Net Income 2019: $2,215,2402019Revenue 2020: $16,512,956Expenses 2020: $14,492,445Net Income 2020: $2,020,5112020Revenue 2021: $17,622,558Expenses 2021: $15,714,933Net Income 2021: $1,907,6252021Revenue 2022: $19,742,402Expenses 2022: $17,745,967Net Income 2022: $1,996,4352022Revenue 2024: $32,520,313Expenses 2024: $29,733,748Net Income 2024: $2,786,5652024

Highlighted filing

2018

Revenue$13,914,390
Expenses$11,235,885
Net Income$2,678,505
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$13,914,390
Mission and Program Overview

Mission

A nonprofit member-owned thrift institution organized to provide financial services to individuals. Operations are primarily related to holding deposit for and making loans to members.

A nonprofit member-owned thrift institution organized to provide financial services to individuals. Operations are primarily related to holding deposits for and making loans to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$163,879,206$183,905,403▲ $20,026,197
Savings and Temporary Cash Investments$40,148,276$29,524,811▼ $10,623,465
Rtn Earn Endowment Incm Other Fnds$21,950,778$24,398,586▲ $2,447,808
Investments in Publicly Traded Securities$15,190,951$13,133,828▼ $2,057,123
Land, Buildings, and Equipment, Net$8,600,058$8,465,784▼ $134,274
Pd in Cap Srpls Land Bldg Eqp Fund$4,469,849$4,469,849→ $0
Cash and Non-Interest-Bearing Accounts$3,036,573$3,068,194▲ $31,621
Investments Other Securities-$2,630,634-
Investments Program Related$2,605,491--
Receivables From Officers Etc$1,701,146$1,998,700▲ $297,554
Prepaid Expenses and Deferred Charges$382,137$666,655▲ $284,518
Accounts Receivable-$258,953-
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$240,421,832$248,218,049▲ $7,796,217
Other Assets Total$4,877,994$4,565,087▼ $312,907
Liabilities
Other Liabilities$211,771,193$215,952,663▲ $4,181,470
Accounts Payable and Accrued Expenses$2,230,012$3,396,951▲ $1,166,939
Total Liabilities$214,001,205$219,349,614▲ $5,348,409
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,420,627$28,868,435▲ $2,447,808
Total Liabilities and Net Assets / Fund Balance$240,421,832$248,218,049▲ $7,796,217

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,693,401$1,911,791$8,605,192
Equipment$1,055,152$4,068,662$5,123,814
Land$575,920-$575,920
Other Land Buildings$141,311$292,250$433,561
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia WesenbergPresident/CEOFT$224,198$77,795$301,993
Jason BuchingerFinancial AdvisorFT$225,128$232,624$232,624
Kelly KorthChief Experience OfficerFT$115,141$4,805$119,946
Nicholas FaberChief Financial OfficerFT$95,759$900$96,659
Michael KocejaChief Technology OfficerFT$82,320$800$83,120
Richard VoigtChairman-$1,080-$1,080
Mark PageVice Chair-$780-$780
Sue ShulferSecretary/treasurer-$650-$650
Bobbi BradleyDirector-$550-$550
Herb StephaniDirector-$500-$500
John WelterDirector-$400-$400
Kayla RombalskiDirector-$350-$350
Tom MccartenDirector-$350-$350

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservDebit Card Processing, Computer Main Fra75 REMITTANCE DRIVE SUITE 1649, Chicago, IL 60675$891,584
Q2Online/home BankingPO BOX 205970, Dallas, TX 75320$408,489
Ny LifeBroker For Dollar And Whole Life InsuranPO BOX 742545, Cincinnati, OH 45274$297,553
Doxim INCStatment Production And Mailing747 EAST WHITCOMB AVE, Madison Heights, MI 48071$136,731
Nusource Financial LLCMaintenance Contract For Our Atms, Ptms,9749 HAMILTON ROAD, Eden Prairie, MN 55344$106,285
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,914,675
Investment Income
$998,965
Other Revenue
$750
Change in Net Assets
$2,678,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,047,391
Salaries, Compensation, and Employee Benefits$5,188,494
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,028,268
All Other Expenses---$1,146,591
Other Employee Benefits---$842,483
Current Officers, Directors, Trustees, and Key Employees---$819,928
Depreciation Depletion---$807,562
Fees for Services Management---$575,777
Other Expenses---$451,034
Occupancy---$379,550
Information Technology---$302,170
Payroll Taxes---$265,319
Advertising---$233,038
Pension Plan Contributions---$232,496
Travel---$133,979
Office Expenses---$98,066
Fees for Services Accounting---$81,027
Fees for Services Other---$49,164
Fees for Services Legal---$3,750
Interest---$1,166
Total Functional Expenses$0$0$0$11,235,885
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,701,146$1,998,700▲ $297,554
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$215,952,663
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members are individuals living or working in adams, clark, jackson, marathon, portage, shawano, waupaca, waushara, wood counties and the township of alma; employees of the cp rail systems, copps company and corporation, delta dental plan of wisconsin, donaldson company, corporate express, herrschners, inc., napa distribution center, skyward, steel king industries, inc., sne corporation, sunrise medical, and stockholders or patrons of the tomorrow valley co-op. That have deposits with the credit union.”

Form 990, Part VI, Section A, Line 7A

“Board of directors is elected by members”

Form 990, Part VI, Section B, Line 11B

“BOARD MEETING”

Form 990, Part VI, Section B, Line 12C

“The credit union has both a fraud and anit-bribery act policy in the handbook that employees are required to acknowledge each year that addreses preferential treatment, the acceptance of gifts from a third party to derive special favors, and unauthorized disclosure or manipulation of member account informaiton. All board members must sign a code of conduct agreement and conflict of interest statement and disclosure annually as part of the reorganizational meeting.”

Form 990, Part VI, Section B, Line 15

“Various sources of comparative data are used and ranges are determined for each position. These ranges are reviewed against industry standards each year and ajusted as necessary. The board reviews ceo annually and the ceo reviews performance of key employees annually.”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“Financial statements are available upon request and an annual report is printed for each year-end. Any other requests for information would be submitted to the president/ceo or board chairman”

Filing and Contact Details

Filer

Filer Name
Simplicity Credit Union
EIN
39-0860994
Phone
7153873702
Address
222 UPHAM AVENUE, MARSHFIELD, WI 54449-0790

Signing Officer

Name
Patricia Wesenberg
Title
CFO
Phone
7152076801
Signed
2019-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Wesenberg
Formed
1949
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
112
Volunteers
0

Preparer

Firm
Hawkins Ash Cpas Llp
Address
2360 DUCK CREEK PARKWAY, GREEN BAY, WI 54303-3300
Preparer
Jeffrey Danen
Phone
9203369850
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Debit/credit card expense 433,496. Home banking expense 134,328. Postage 122,543. Telephone 116,711. Surety bond expense 77,214. Dues 68,313. Service charges 66,708. Misc write offs 59,980. Deferred compensation expense 48,832. Taxes 14,160. Cash over & short 5,276. Atm cash over & short -970.”

FORM 990, PART XI, LINE 9:

“RONDING -2.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires management to evaluate tax positions taken by the credit union and recognize a tax liability (or asset) if the credit union has taken an uncertain position that more likely than not would be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the credit union and has concluded that as of december 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The credit union is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The credit union will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred.”

Raw XML AppendixShowing 400 of 568 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF EXPERIENCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF TECHNOLOGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12FINANCIAL ADVISOR
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/EOYAmt04565087
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0842483
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1DIVIDENDS ON SHARES
IRS990/OtherExpensesGrp/Desc2LOAN ORIGINATION AND SE
IRS990/OtherExpensesGrp/Desc3PROVISION FOR BAD DEBT
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IRS990/OtherExpensesGrp/TotalAmt1590092
IRS990/OtherExpensesGrp/TotalAmt2562954
IRS990/OtherExpensesGrp/TotalAmt3451034
IRS990/OtherLiabilitiesGrp/BOYAmt0211771193
IRS990/OtherLiabilitiesGrp/EOYAmt0215952663
IRS990/OtherSalariesAndWagesGrp/TotalAmt03028268
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0163879206
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0183905403
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0265319
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt04469849
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt04469849
IRS990/PensionPlanContributionsGrp/TotalAmt0232496
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0382137
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0666655
IRS990/PrincipalOfficerNm0PATRICIA WESENBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/BusinessCd4561000
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING
IRS990/ProgramServiceRevenueGrp/Desc2INTERCHANGE
IRS990/ProgramServiceRevenueGrp/Desc3FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4ADMINSTRATIVE SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08622848
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12291008
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21219296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3726582
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08622848
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12291008
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21219296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3726582
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt446323
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt046323
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0838974
IRS990/PYOtherExpensesAmt05218691
IRS990/PYOtherRevenueAmt04291
IRS990/PYProgramServiceRevenueAmt011130664
IRS990/PYRevenuesLessExpensesAmt02175413
IRS990/PYSalariesCompEmpBnftPaidAmt04579825
IRS990/PYTotalExpensesAmt09798516
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011973929
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt01701146
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt01998700
IRS990/ReconcilationRevenueExpnssAmt02678505
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0750
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt021950778
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt024398586
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040148276
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029524811
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01911791
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08605192
IRS990ScheduleD/EquipmentGrp/BookValueAmt01055152
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04068662
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05123814
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0575920
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0575920
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0141311
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0292250
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0433561
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0215952663
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CREDIT UNION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CREDIT UNION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CREDIT UNION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CREDIT UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CREDIT UNION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt0215952663
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount03169
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount1225044
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt03873
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt16296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt01200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt11200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt069553
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt184
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PATRICIA WESENBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JASON BUCHINGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FINANCIAL ADVISOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0301993
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1232624
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,218,049
Liabilities
$219,349,614
Net assets
$28,868,435
Revenue
$13,914,390
Expenses
$11,235,885
Net income
$2,678,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$500$454$45.9$32.5$29.7$2.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$432$394$38.6$19.7$17.7$2.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$425$386$38.8$17.6$15.7$1.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$337$303$33.7$16.5$14.5$2.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$276$244$31.5$15.6$13.4$2.22
2018Detailed filing. Detailed filing data is available for this year.$248$219$28.9$13.9$11.2$2.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$240$214$26.4$12.0$9.80$2.18
2015Detailed filing. Detailed filing data is available for this year.$224$202$22.1$10.5$9.05$1.45
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$210$189$20.7$9.74$8.64$1.10
2013Detailed filing. Detailed filing data is available for this year.$204$185$19.2$9.26$8.75$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$175$19.4$8.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$180$161$18.5$8.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$171$153$18.2$8.63
Peer Organizations

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