Civic Intelligence

Journey Credit Union

990 • Fiscal year 2013 • EIN 42-0778025

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization ProfileWWW.TRADESMENCCU.ORG

View Organization Page

PO Box 1496Des Moines, IA 50305

(515) 243-8735

Siviq Scores

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

Liabilities / Assets

36th percentile

0.87x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

14.81x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2013

Net Margin

89th percentile

18%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

88th percentile

$141,802

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2013

Asset Growth

68th percentile

3.6%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$43,217,406

Up $1,507,757 (+3.6%) from 2012

Net Assets

Up

$5,832,081

Up $464,376 (+8.7%) from 2012

Liabilities

Up

$37,385,325

Up $1,043,381 (+2.9%) from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin89th percentile

Revenue

$2,523,782

No earlier filing loaded for comparison.

Expenses

Down

$2,059,404

Down $162,155 (-7.3%) from 2012

Net Income

$464,378

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$100M$50M$0Assets 2010: $34,619,145Liabilities 2010: $30,018,919Net Assets 2010: $4,600,2262010Assets 2012: $41,709,649Liabilities 2012: $36,341,944Net Assets 2012: $5,367,7052012Assets 2013: $43,217,406Liabilities 2013: $37,385,325Net Assets 2013: $5,832,0812013Assets 2014: $46,221,237Liabilities 2014: $39,971,941Net Assets 2014: $6,249,2962014Assets 2015: $48,622,818Liabilities 2015: $41,863,263Net Assets 2015: $6,759,5552015Assets 2016: $52,395,356Liabilities 2016: $45,121,668Net Assets 2016: $7,273,6882016Assets 2017: $55,186,902Liabilities 2017: $47,355,072Net Assets 2017: $7,831,8302017Assets 2018: $58,940,068Liabilities 2018: $50,541,983Net Assets 2018: $8,398,0852018Assets 2020: $72,308,976Liabilities 2020: $62,965,752Net Assets 2020: $9,343,2242020Assets 2021: $79,349,457Liabilities 2021: $69,185,435Net Assets 2021: $10,164,0222021Assets 2022: $84,833,011Liabilities 2022: $73,448,156Net Assets 2022: $11,384,8552022Assets 2023: $84,063,902Liabilities 2023: $71,213,401Net Assets 2023: $12,850,5012023Assets 2024: $88,128,196Liabilities 2024: $73,775,845Net Assets 2024: $14,352,3512024

Highlighted filing

2013

Assets$43,217,406
Liabilities$37,385,325
Net Assets$5,832,081
Open 2013 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: $2,300,9772010Expenses 2012: $2,221,5592012Revenue 2013: $2,523,782Expenses 2013: $2,059,404Net Income 2013: $464,3782013Revenue 2014: $2,452,844Expenses 2014: $2,035,970Net Income 2014: $416,8742014Revenue 2015: $2,568,031Expenses 2015: $2,057,378Net Income 2015: $510,6532015Revenue 2016: $2,703,134Expenses 2016: $2,259,055Net Income 2016: $444,0792016Revenue 2017: $2,868,047Expenses 2017: $2,319,498Net Income 2017: $548,5492017Revenue 2018: $3,222,855Expenses 2018: $2,650,374Net Income 2018: $572,4812018Revenue 2020: $3,306,932Expenses 2020: $2,846,973Net Income 2020: $459,9592020Revenue 2021: $3,298,646Expenses 2021: $2,490,125Net Income 2021: $808,5212021Revenue 2022: $4,038,666Expenses 2022: $2,802,755Net Income 2022: $1,235,9112022Revenue 2023: $5,298,371Expenses 2023: $3,854,483Net Income 2023: $1,443,8882023Revenue 2024: $5,905,414Expenses 2024: $4,425,831Net Income 2024: $1,479,5832024

Highlighted filing

2013

Revenue$2,523,782
Expenses$2,059,404
Net Income$464,378
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Gross Receipts
$2,523,782
Mission and Program Overview

Mission

The organization is a not-for-profit finacial institution and will strive to benefit all members by promoting thrift and savings and offering loans at reasonable interest rates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$22,293,490$23,203,284▲ $909,794
Investments Program Related$11,848,573$14,172,529▲ $2,323,956
Rtn Earn Endowment Incm Other Fnds$4,112,002$4,576,378▲ $464,376
Cash and Non-Interest-Bearing Accounts$5,265,914$3,727,138▼ $1,538,776
Land, Buildings, and Equipment, Net$1,503,037$1,486,181▼ $16,856
Pd in Cap Srpls Land Bldg Eqp Fund$1,255,703$1,255,703→ $0
Prepaid Expenses and Deferred Charges$82,379$63,351▼ $19,028
Cap Stk Tr Prin Current Funds$0$0→ $0
Accounts Receivable$109,720$-1,701▼ $111,421
Total Assets$41,709,649$43,217,406▲ $1,507,757
Other Assets Total$606,536$566,624▼ $39,912
Liabilities
Other Liabilities$36,179,655$37,170,660▲ $991,005
Accounts Payable and Accrued Expenses$162,289$214,665▲ $52,376
Total Liabilities$36,341,944$37,385,325▲ $1,043,381
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,367,705$5,832,081▲ $464,376
Total Liabilities and Net Assets / Fund Balance$41,709,649$43,217,406▲ $1,507,757

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,044,931$243,054$1,287,985
Equipment$54,427$342,280$396,707
Land$386,823-$386,823
Investment Program Related Org$23,622--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel BallengerCEOFT$117,622$24,180$141,802

Board Members and Trustees

NameTitle
Ted CrowChairperson
Terry SmithVice Chairperson
John StarrettDirector
Matt DaviesDirector
Rick DavisDirector
Robert DevineyDirector
Steve BelieuDirector
Karen GilbertSecretary
Roderick OlsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,662,526
Investment Income
$197,903
Other Revenue
$663,353
Change in Net Assets
$464,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,297,722
Salaries, Compensation, and Employee Benefits$761,682
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$463,509--$463,509
Office Expenses$356,602--$356,602
Interest$212,724--$212,724
Current Officers, Directors, Trustees, and Key Employees$141,802--$141,802
Occupancy$98,338--$98,338
All Other Expenses$97,149--$97,149
Other Employee Benefits$88,350--$88,350
Other Expenses$85,954--$85,954
Depreciation Depletion$64,830--$64,830
Information Technology$62,216--$62,216
Payroll Taxes$44,705--$44,705
Advertising$32,744--$32,744
Fees for Services Other$30,056--$30,056
Insurance$29,663--$29,663
Pension Plan Contributions$23,316--$23,316
Fees for Services Legal$18,650--$18,650
Payments to Affiliates$12,975--$12,975
Conferences and Meetings$12,484--$12,484
Travel$9,392--$9,392
Fees for Services Accounting$6,000--$6,000
Total Functional Expenses$2,059,404$0$0$2,059,404
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
Members Shares$37,170,660
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Tradesmen community credit union is supported by its members.”

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

“The members of the credit union elect the volunteer board of directors who govern the credit union.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was not provided to the organization's governing body before it was filed. The board does review it but generally not until after it is filed and the ceo has received a copy.”

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

“The monitoring of the conflict of interest policy is done annually at a board meeting. Each board member must review and disclose any possible conflicts at that time.”

Form 990, Part VI, Section B, Line 15B

“The credit union uses industry surveys and public information to determine the ceo's compensation. Salary surveys are also used for other employees.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available online or upon request. The financial statmeents are posted in the credit union office.”

Filing and Contact Details

Filer

EIN
42-0778025
Phone
5152438735

Signing Officer

Name
Rachel Ballenger
Title
CEO
Phone
5152438735
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Ballenger
Formed
1954
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
19
Volunteers
0

Preparer

Preparer
C L Telk Jr CPA
Phone
5152701446
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING -2.”

Raw XML AppendixShowing 400 of 405 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/OtherSalariesAndWagesGrp/TotalAmt0463509
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt022293490
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt023203284
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt012975
IRS990/PaymentsToAffiliatesGrp/TotalAmt012975
IRS990/PayrollTaxesGrp/ProgramServicesAmt044705
IRS990/PayrollTaxesGrp/TotalAmt044705
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01255703
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01255703
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023316
IRS990/PensionPlanContributionsGrp/TotalAmt023316
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt082379
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063351
IRS990/PrincipalOfficerNm0RACHEL BALLENGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01662526
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01662526
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0169932
IRS990/PYOtherExpensesAmt01480098
IRS990/PYOtherRevenueAmt0655815
IRS990/PYProgramServiceRevenueAmt01740420
IRS990/PYRevenuesLessExpensesAmt0344608
IRS990/PYSalariesCompEmpBnftPaidAmt0741461
IRS990/PYTotalExpensesAmt02221559
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02566167
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0464378
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt02325879
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04112002
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04576378
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01044931
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0243054
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01287985
IRS990ScheduleD/EquipmentGrp/BookValueAmt054427
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0342280
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0396707
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt012848907
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1500000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2800000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt323622
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CERTIFICATES OF DEPOSITS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTEMENTS - TMGFS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2NCB RESERVE ACCOUNT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3INVESTMENT IN COMMUNITY BUSINESS LE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/LandGrp/BookValueAmt0386823
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0386823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt037170660
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SHARES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01486181
IRS990ScheduleD/TotalBookValueProgramRltdAmt014172529
IRS990ScheduleD/TotalLiabilityAmt037170660
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRADESMEN COMMUNITY CREDIT UNION IS SUPPORTED BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE CREDIT UNION ELECT THE VOLUNTEER BOARD OF DIRECTORS WHO GOVERN THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. THE BOARD DOES REVIEW IT BUT GENERALLY NOT UNTIL AFTER IT IS FILED AND THE CEO HAS RECEIVED A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MONITORING OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A BOARD MEETING. EACH BOARD MEMBER MUST REVIEW AND DISCLOSE ANY POSSIBLE CONFLICTS AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CREDIT UNION USES INDUSTRY SURVEYS AND PUBLIC INFORMATION TO DETERMINE THE CEO'S COMPENSATION. SALARY SURVEYS ARE ALSO USED FOR OTHER EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE AVAILABLE ONLINE OR UPON REQUEST. THE FINANCIAL STATMEENTS ARE POSTED IN THE CREDIT UNION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING -2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt041709649
IRS990/TotalAssetsEOYAmt043217406
IRS990/TotalAssetsGrp/BOYAmt041709649
IRS990/TotalAssetsGrp/EOYAmt043217406
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02059404
IRS990/TotalFunctionalExpensesGrp/TotalAmt02059404
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036341944
IRS990/TotalLiabilitiesEOYAmt037385325
IRS990/TotalLiabilitiesGrp/BOYAmt036341944
IRS990/TotalLiabilitiesGrp/EOYAmt037385325
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05367705
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05832081
IRS990/TotalOtherCompensationAmt024180
IRS990/TotalProgramServiceExpensesAmt02059404
IRS990/TotalProgramServiceRevenueAmt01662526
IRS990/TotalReportableCompFromOrgAmt0117622
IRS990/TotalRevenueGrp/ExclusionAmt0197903
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02325879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02523782
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt041709649
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043217406
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt09392
IRS990/TravelGrp/TotalAmt09392
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 1496
IRS990/USAddress/City0DES MOINES
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode050305
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.TRADESMENCCU.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL BALLENGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05152438735
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRADESMEN COMMUNITY CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0TRAD
ReturnHeader/Filer/EIN0420778025
ReturnHeader/Filer/PhoneNum05152438735
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1496
ReturnHeader/Filer/USAddress/City0DES MOINES
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421186197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GARDINER THOMSEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010555 NEW YORK AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050322
ReturnHeader/PreparerPersonGrp/PhoneNum05152701446
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C L TELK JR CPA

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,217,406
Liabilities
$37,385,325
Net assets
$5,832,081
Revenue
$2,523,782
Expenses
$2,059,404
Net income
$464,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.1$73.8$14.4$5.91$4.43$1.48
2023Detailed filing. Detailed filing data is available for this year.$84.1$71.2$12.9$5.30$3.85$1.44
2022Detailed filing. Detailed filing data is available for this year.$84.8$73.4$11.4$4.04$2.80$1.24
2021Detailed filing. Detailed filing data is available for this year.$79.3$69.2$10.2$3.30$2.49$0.81
2020Detailed filing. Detailed filing data is available for this year.$72.3$63.0$9.34$3.31$2.85$0.46
2018Detailed filing. Detailed filing data is available for this year.$58.9$50.5$8.40$3.22$2.65$0.57
2017Detailed filing. Detailed filing data is available for this year.$55.2$47.4$7.83$2.87$2.32$0.55
2016Detailed filing. Detailed filing data is available for this year.$52.4$45.1$7.27$2.70$2.26$0.44
2015Detailed filing. Detailed filing data is available for this year.$48.6$41.9$6.76$2.57$2.06$0.51
2014Detailed filing. Detailed filing data is available for this year.$46.2$40.0$6.25$2.45$2.04$0.42
2013Detailed filing. Detailed filing data is available for this year.$43.2$37.4$5.83$2.52$2.06$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.7$36.3$5.37$2.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.6$30.0$4.60$2.30