Civic Intelligence

First Class Community Credit Union

990 • Fiscal year 2014 • EIN 42-0214790

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 09, 2015

Organization ProfileWWW.GOFIRSTCLASS.ORG

View Organization Page

2051 Westown ParkwayWest Des Moines, IA 50265

(515) 224-4300

Siviq Scores

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

Liabilities / Assets

74th percentile

0.91x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

16.24x

Higher debt load relative to revenue than 32% of similar nonprofits.

2014 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2014

Net Margin

35th percentile

7.1%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$128,607

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2014 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2014

Asset Growth

43rd percentile

1.9%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$65,889,763

Up $2,407,221 (+3.8%) from 2012

Net Assets

Up

$6,203,720

Up $444,528 (+7.7%) from 2012

Liabilities

Up

$59,686,043

Up $1,962,693 (+3.4%) from 2012

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin35th percentile

Revenue

$3,674,766

No earlier filing loaded for comparison.

Expenses

Up

$3,412,246

Up $74,190 (+2.2%) from 2012

Net Income

$262,520

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150M$100M$50M$0Assets 2010: $53,626,187Liabilities 2010: $48,161,909Net Assets 2010: $5,464,2782010Assets 2011: $57,996,502Liabilities 2011: $52,435,822Net Assets 2011: $5,560,6802011Assets 2012: $63,482,542Liabilities 2012: $57,723,350Net Assets 2012: $5,759,1922012Assets 2014: $65,889,763Liabilities 2014: $59,686,043Net Assets 2014: $6,203,7202014Assets 2015: $70,778,764Liabilities 2015: $64,504,260Net Assets 2015: $6,274,5042015Assets 2016: $74,358,191Liabilities 2016: $68,161,403Net Assets 2016: $6,196,7882016Assets 2017: $73,773,178Liabilities 2017: $67,409,339Net Assets 2017: $6,363,8392017Assets 2018: $76,769,620Liabilities 2018: $69,963,092Net Assets 2018: $6,806,5282018Assets 2019: $79,791,069Liabilities 2019: $72,666,588Net Assets 2019: $7,124,4812019Assets 2020: $93,065,481Liabilities 2020: $85,797,450Net Assets 2020: $7,268,0312020Assets 2021: $100,427,061Liabilities 2021: $93,527,079Net Assets 2021: $6,899,9822021Assets 2022: $99,378,905Liabilities 2022: $94,816,181Net Assets 2022: $4,562,7242022Assets 2023: $93,363,952Liabilities 2023: $87,241,832Net Assets 2023: $6,122,1202023Assets 2024: $94,426,306Liabilities 2024: $87,110,947Net Assets 2024: $7,315,3592024

Highlighted filing

2014

Assets$65,889,763
Liabilities$59,686,043
Net Assets$6,203,720
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Expenses 2010: $4,400,1602010Expenses 2011: $3,428,4782011Expenses 2012: $3,338,0562012Revenue 2014: $3,674,766Expenses 2014: $3,412,246Net Income 2014: $262,5202014Revenue 2015: $3,808,349Expenses 2015: $3,742,589Net Income 2015: $65,7602015Revenue 2016: $3,594,038Expenses 2016: $3,488,983Net Income 2016: $105,0552016Revenue 2017: $3,732,106Expenses 2017: $3,565,838Net Income 2017: $166,2682017Revenue 2018: $4,082,166Expenses 2018: $3,773,201Net Income 2018: $308,9652018Revenue 2019: $4,462,839Expenses 2019: $4,228,044Net Income 2019: $234,7952019Revenue 2020: $4,247,644Expenses 2020: $4,134,034Net Income 2020: $113,6102020Revenue 2021: $4,085,344Expenses 2021: $3,976,393Net Income 2021: $108,9512021Revenue 2022: $4,390,414Expenses 2022: $4,029,698Net Income 2022: $360,7162022Revenue 2023: $4,761,310Expenses 2023: $4,229,685Net Income 2023: $531,6252023Revenue 2024: $4,799,945Expenses 2024: $4,410,729Net Income 2024: $389,2162024

Highlighted filing

2014

Revenue$3,674,766
Expenses$3,412,246
Net Income$262,520
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 9, 2015
Return Version
2014v5.0
Gross Receipts
$3,674,766
Mission and Program Overview

Mission

State chartered credit union

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$38,479,604$37,888,108▼ $591,496
Savings and Temporary Cash Investments$15,158,277$12,919,809▼ $2,238,468
Investments in Publicly Traded Securities$6,736,350$10,046,592▲ $3,310,242
Pd in Cap Srpls Land Bldg Eqp Fund$5,509,573$5,572,218▲ $62,645
Land, Buildings, and Equipment, Net$1,529,703$1,491,991▼ $37,712
Cash and Non-Interest-Bearing Accounts$1,017,392$1,099,471▲ $82,079
Rtn Earn Endowment Incm Other Fnds$385,316$631,502▲ $246,186
Prepaid Expenses and Deferred Charges$28,659$22,943▼ $5,716
Accounts Receivable$5,104$4,207▼ $897
Total Assets$65,259,681$65,889,763▲ $630,082
Other Assets Total$2,304,592$2,416,642▲ $112,050
Liabilities
Other Liabilities$58,060,010$59,645,086▲ $1,585,076
Accounts Payable and Accrued Expenses$1,304,782$40,957▼ $1,263,825
Total Liabilities$59,364,792$59,686,043▲ $321,251
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,894,889$6,203,720▲ $308,831
Total Liabilities and Net Assets / Fund Balance$65,259,681$65,889,763▲ $630,082

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$789,629$1,566,169$2,355,798
Equipment$240,730$497,056$737,786
Land$461,632-$461,632
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
I Kent StrawnCEOFT$116,705$11,902$128,607

Board Members and Trustees

NameTitle
Cindy LongcorBoard Member
Clark MoreheadBoard Member
Craig DosterBoard Member
Francis MoweryBoard Member
Gary OlsonBoard Member
Kevin BeenerBoard Member
Lance ColesBoard Member
Larry MooreBoard Member
Matt MainBoard Member
Randy PelhamBoard Member
Rick HaganBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,388,230
Investment Income
$286,536
Other Revenue
$0
Change in Net Assets
$262,520

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,674,766
Total Revenue per Audited Statements
$3,674,766
Total Revenue per Form 990
$3,674,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,303,278
Salaries, Compensation, and Employee Benefits$1,108,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$847,528
All Other Expenses---$373,249
Office Expenses---$321,217
Depreciation Depletion---$172,582
Other Expenses---$167,562
Occupancy---$140,423
Other Employee Benefits---$100,241
Advertising---$87,946
Pension Plan Contributions---$83,865
Payroll Taxes---$77,334
Insurance---$62,820
Conferences and Meetings---$60,148
Fees for Services Legal---$27,233
Fees for Services Accounting---$21,899
Interest---$303
Total Functional Expenses$0$0$0$3,412,246

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,412,246
Total Expenses per Audited Statements$3,412,246
Total Expenses per Form 990$3,412,246
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Deposits$59,645,086
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“All depositors are considered members.”

Form 990, Page 6, Part VI, Line 7A

“The credit union members elect on an annual basis the members of the board of directors.”

Form 990, Page 6, Part VI, Line 7B

“Any proposed mergers must be approved by a majority of the membership.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“The security matrix on the data processing system prohibits employees and directors from initiating transactions on all accounts listed on their conflict of interest disclosure statement, which is updated annually.”

Form 990, Page 6, Part VI, Line 15A

“The process for determining compensation for the ceo includes a comparison of compensation for similarly qualified persons in comparable positions, review and approval by the board of directors and is documented in the board minutes. The last review was conducted in december 2014.”

Form 990, Page 6, Part VI, Line 19

“The monthly financial statements are posted in the lobby and are updated on a monthly basis. The governing documents and conflict of interest policy are made available upon request.”

Filing and Contact Details

Filer

Filer Name
First Class Credit Union
EIN
42-0214790
Phone
5152244300
Address
2051 WESTOWN PARKWAY, WEST DES MOINES, IA 50265

Signing Officer

Name
Kathleen Sukup
Title
CFO
Phone
5152244300
Signed
2015-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
I Kent Strawn
Formed
1925
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
25
Volunteers
11

Preparer

Firm
Petersen & Associates
Address
1410 GOLD COAST RD 400, PAPILLION, NE 68046-5742
Preparer
Steven O Petersen
Phone
4023332800
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“N/A”

Form 990, Page 5, Part V, Line 3B

“The credit union provides financial services to its members. All income and expenses are deemed related to the overall objective of member services.”

Form 990, Part IX, Line 24E

“Dividend expense 159,009 0 0 provision for loan loss 143,000 0 0 miscellaneous 38,897 0 0 association dues 17,343 0 0 state exam fees 15,000 0 0”

Form 990, Part XI, Line 9

“Net change in investment valuation reserve 46,311”

Raw XML Appendix379 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/PrincipalOfficerNm0I KENT STRAWN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt02167044
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1649018
IRS990/ProgramServiceRevenueGrp/ExclusionAmt2572168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02167044
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1649018
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2572168
IRS990/ProgSrvcAccomActyOtherGrp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0242682
IRS990/PYOtherExpensesAmt02180961
IRS990/PYProgramServiceRevenueAmt03340311
IRS990/PYRevenuesLessExpensesAmt0245536
IRS990/PYSalariesCompEmpBnftPaidAmt01156496
IRS990/PYTotalExpensesAmt03337457
IRS990/PYTotalRevenueAmt03582993
IRS990/ReconcilationRevenueExpnssAmt0262520
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0385316
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0631502
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015158277
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012919809
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0789629
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01566169
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02355798
IRS990ScheduleD/EquipmentGrp/BookValueAmt0240730
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0497056
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0737786
IRS990ScheduleD/ExpensesSubtotalAmt03412246
IRS990ScheduleD/LandGrp/BookValueAmt0461632
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0461632
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt059645086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt03674766
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01491991
IRS990ScheduleD/TotalExpensesPerForm990Amt03412246
IRS990ScheduleD/TotalLiabilityAmt059645086
IRS990ScheduleD/TotalRevenuePerForm990Amt03674766
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03674766
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03412246
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION PROVIDES FINANCIAL SERVICES TO ITS MEMBERS. ALL INCOME AND EXPENSES ARE DEEMED RELATED TO THE OVERALL OBJECTIVE OF MEMBER SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DEPOSITORS ARE CONSIDERED MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CREDIT UNION MEMBERS ELECT ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY PROPOSED MERGERS MUST BE APPROVED BY A MAJORITY OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE SECURITY MATRIX ON THE DATA PROCESSING SYSTEM PROHIBITS EMPLOYEES AND DIRECTORS FROM INITIATING TRANSACTIONS ON ALL ACCOUNTS LISTED ON THEIR CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH IS UPDATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES A COMPARISON OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS, REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS CONDUCTED IN DECEMBER 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE MONTHLY FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY AND ARE UPDATED ON A MONTHLY BASIS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DIVIDEND EXPENSE 159,009 0 0 PROVISION FOR LOAN LOSS 143,000 0 0 MISCELLANEOUS 38,897 0 0 ASSOCIATION DUES 17,343 0 0 STATE EXAM FEES 15,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NET CHANGE IN INVESTMENT VALUATION RESERVE 46,311
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt065259681
IRS990/TotalAssetsEOYAmt065889763
IRS990/TotalAssetsGrp/BOYAmt065259681
IRS990/TotalAssetsGrp/EOYAmt065889763
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03412246
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt059364792
IRS990/TotalLiabilitiesEOYAmt059686043
IRS990/TotalLiabilitiesGrp/BOYAmt059364792
IRS990/TotalLiabilitiesGrp/EOYAmt059686043
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05894889
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06203720
IRS990/TotalOtherCompensationAmt011902
IRS990/TotalProgramServiceRevenueAmt03388230
IRS990/TotalReportableCompFromOrgAmt0116705
IRS990/TotalRevenueGrp/ExclusionAmt03674766
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03674766
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt065259681
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt065889763
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02051 WESTOWN PARKWAY
IRS990/USAddress/CityNm0WEST DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050265
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.GOFIRSTCLASS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN SUKUP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05152244300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST CLASS CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0420214790
ReturnHeader/Filer/PhoneNum05152244300
ReturnHeader/Filer/USAddress/AddressLine1Txt02051 WESTOWN PARKWAY
ReturnHeader/Filer/USAddress/CityNm0WEST DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470749138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01410 GOLD COAST RD 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAPILLION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0680465742
ReturnHeader/PreparerPersonGrp/PhoneNum04023332800
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN O PETERSEN
ReturnHeader/ReturnTs02015-06-09T13:46:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,889,763
Liabilities
$59,686,043
Net assets
$6,203,720
Revenue
$3,674,766
Expenses
$3,412,246
Net income
$262,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$94.4$87.1$7.32$4.80$4.41$0.39
2023Detailed filing. Detailed filing data is available for this year.$93.4$87.2$6.12$4.76$4.23$0.53
2022Detailed filing. Detailed filing data is available for this year.$99.4$94.8$4.56$4.39$4.03$0.36
2021Detailed filing. Detailed filing data is available for this year.$100$93.5$6.90$4.09$3.98$0.11
2020Detailed filing. Detailed filing data is available for this year.$93.1$85.8$7.27$4.25$4.13$0.11
2019Detailed filing. Detailed filing data is available for this year.$79.8$72.7$7.12$4.46$4.23$0.23
2018Detailed filing. Detailed filing data is available for this year.$76.8$70.0$6.81$4.08$3.77$0.31
2017Detailed filing. Detailed filing data is available for this year.$73.8$67.4$6.36$3.73$3.57$0.17
2016Detailed filing. Detailed filing data is available for this year.$74.4$68.2$6.20$3.59$3.49$0.11
2015Detailed filing. Detailed filing data is available for this year.$70.8$64.5$6.27$3.81$3.74$0.07
2014Detailed filing. Detailed filing data is available for this year.$65.9$59.7$6.20$3.67$3.41$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.5$57.7$5.76$3.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.0$52.4$5.56$3.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$48.2$5.46$4.40
Peer Organizations

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