Civic Intelligence

First Class Community Credit Union

990 • Fiscal year 2018 • EIN 42-0214790

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

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

84th percentile

0.91x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

17.14x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Net Margin

34th percentile

7.6%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

21st percentile

$113,876

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Asset Growth

75th percentile

4.1%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

9.4%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$76,769,620

Up $2,996,442 (+4.1%) from 2017

Net Assets

Up

$6,806,528

Up $442,689 (+7.0%) from 2017

Liabilities

Up

$69,963,092

Up $2,553,753 (+3.8%) from 2017

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin34th percentile

Revenue

Up

$4,082,166

Up $350,060 (+9.4%) from 2017

Expenses

Up

$3,773,201

Up $207,363 (+5.8%) from 2017

Net Income

Up

$308,965

Up $142,697 (+86%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$76,769,620
Liabilities$69,963,092
Net Assets$6,806,528
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

2018

Revenue$4,082,166
Expenses$3,773,201
Net Income$308,965
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Gross Receipts
$4,082,166
Mission and Program Overview

Mission

State chartered credit union

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$37,344,408$34,753,998▼ $2,590,410
Savings and Temporary Cash Investments$19,587,009$22,041,805▲ $2,454,796
Investments in Publicly Traded Securities$11,946,121$14,922,860▲ $2,976,739
Pd in Cap Srpls Land Bldg Eqp Fund$5,599,470$5,599,470→ $0
Land, Buildings, and Equipment, Net$1,264,556$1,209,139▼ $55,417
Rtn Earn Endowment Incm Other Fnds$764,369$1,207,058▲ $442,689
Cash and Non-Interest-Bearing Accounts$848,669$844,761▼ $3,908
Prepaid Expenses and Deferred Charges$220,698$320,569▲ $99,871
Accounts Receivable$8,022$5,429▼ $2,593
Total Assets$73,773,178$76,769,620▲ $2,996,442
Other Assets Total$2,553,695$2,671,059▲ $117,364
Liabilities
Other Liabilities$65,858,142$68,295,167▲ $2,437,025
Accounts Payable and Accrued Expenses$1,551,197$1,667,925▲ $116,728
Total Liabilities$67,409,339$69,963,092▲ $2,553,753
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,363,839$6,806,528▲ $442,689
Total Liabilities and Net Assets / Fund Balance$73,773,178$76,769,620▲ $2,996,442

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$631,170$1,639,320$2,270,490
Equipment$116,337$570,726$687,063
Land$461,632-$461,632
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Zac PollockCEOFT$113,876$113,876
Kathleen SukupCFOFT$100,933$100,933

Board Members and Trustees

NameTitle
Brad JacobsonBoard Member
Carol CowlingBoard Member
Craig DosterBoard Member
Francis MoweryBoard Member
Gary OlsonBoard Member
James GearhartBoard Member
Lance ColesBoard Member
Larry MooreBoard Member
Marc SwansonBoard Member
Patricia TonsiBoard Member
Randy PelhamBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,359,424
Investment Income
$722,742
Other Revenue
$0
Change in Net Assets
$308,965

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,082,166
Total Revenue per Audited Statements
$4,082,166
Total Revenue per Form 990
$4,082,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,577,721
Salaries, Compensation, and Employee Benefits$1,195,480
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$923,446
All Other Expenses---$330,672
Office Expenses---$328,424
Other Expenses---$235,623
Occupancy---$143,158
Depreciation Depletion---$140,540
Other Employee Benefits---$123,074
Payroll Taxes---$82,001
Advertising---$81,600
Pension Plan Contributions---$66,959
Insurance---$53,753
Conferences and Meetings---$29,115
Fees for Services Accounting---$25,242
Fees for Services Legal---$22,235
Total Functional Expenses$0$0$0$3,773,201

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,773,201
Total Expenses per Audited Statements$3,773,201
Total Expenses per Form 990$3,773,201
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$68,295,167
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 2018.”

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 Community 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
2019-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zac Pollock
Formed
1925
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
29
Volunteers
11

Preparer

Firm
Petersen & Associates
Address
506 E GOLD COAST RD STE 100, PAPILLION, NE 68046-4790
Preparer
Steven O Petersen
Phone
4023332800
Supplemental Narrative

Additional Explanations

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

“N/A”

Form 990, Part XI, Line 9

“Net change in investment valuation reserve 133,724”

Raw XML Appendix388 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/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt05599470
IRS990/PensionPlanContributionsGrp/TotalAmt066959
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0220698
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0320569
IRS990/PrincipalOfficerNm0ZAC POLLOCK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt02010349
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1760099
IRS990/ProgramServiceRevenueGrp/ExclusionAmt2588976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02010349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1760099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2588976
IRS990/ProgSrvcAccomActyOtherGrp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0472576
IRS990/PYOtherExpensesAmt02409797
IRS990/PYProgramServiceRevenueAmt03259530
IRS990/PYRevenuesLessExpensesAmt0166268
IRS990/PYSalariesCompEmpBnftPaidAmt01156041
IRS990/PYTotalExpensesAmt03565838
IRS990/PYTotalRevenueAmt03732106
IRS990/ReconcilationRevenueExpnssAmt0308965
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0764369
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01207058
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019587009
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022041805
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0631170
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01639320
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02270490
IRS990ScheduleD/EquipmentGrp/BookValueAmt0116337
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0570726
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0687063
IRS990ScheduleD/ExpensesSubtotalAmt03773201
IRS990ScheduleD/LandGrp/BookValueAmt0461632
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0461632
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt068295167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt04082166
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01209139
IRS990ScheduleD/TotalExpensesPerForm990Amt03773201
IRS990ScheduleD/TotalLiabilityAmt068295167
IRS990ScheduleD/TotalRevenuePerForm990Amt04082166
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04082166
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03773201
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DEPOSITORS ARE CONSIDERED MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION MEMBERS ELECT ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY PROPOSED MERGERS MUST BE APPROVED BY A MAJORITY OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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/ExplanationTxt6THE 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 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 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/ExplanationTxt8NET CHANGE IN INVESTMENT VALUATION RESERVE 133,724
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt073773178
IRS990/TotalAssetsEOYAmt076769620
IRS990/TotalAssetsGrp/BOYAmt073773178
IRS990/TotalAssetsGrp/EOYAmt076769620
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03773201
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt067409339
IRS990/TotalLiabilitiesEOYAmt069963092
IRS990/TotalLiabilitiesGrp/BOYAmt067409339
IRS990/TotalLiabilitiesGrp/EOYAmt069963092
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06363839
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06806528
IRS990/TotalProgramServiceRevenueAmt03359424
IRS990/TotalReportableCompFromOrgAmt0214809
IRS990/TotalRevenueGrp/ExclusionAmt04082166
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04082166
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073773178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt076769620
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02051 WESTOWN PARKWAY
IRS990/USAddress/CityNm0DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050265
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.GOFIRSTCLASS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN SUKUP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05152244300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST CLASS COMMUNITY 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/FilingSecurityInformation/AtSubmissionCreationDeviceId0AA5E5617F0C7F7CF9897F415F01B95D9C4C9C7A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AA5E5617F0C7F7CF9897F415F01B95D9C4C9C7A2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.167.146.228
ReturnHeader/FilingSecurityInformation/IPDt02019-04-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:11:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470749138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0506 E GOLD COAST RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAPILLION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0680464790
ReturnHeader/PreparerPersonGrp/PhoneNum04023332800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN O PETERSEN
ReturnHeader/ReturnTs02019-04-25T10:11:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$76,769,620
Liabilities
$69,963,092
Net assets
$6,806,528
Revenue
$4,082,166
Expenses
$3,773,201
Net income
$308,965
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