Civic Intelligence

Affinity Credit Union

990 • Fiscal year 2013 • EIN 42-0794732

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

Organization ProfileWWW.AFFINITYCUIA.ORG

View Organization Page

475 NW Hoffman LaneDes Moines, IA 50313

(515) 288-7225

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.91x

Higher debt load relative to assets than 72% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

15.96x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Net Margin

33rd percentile

5.1%

Higher net margin than 33% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

62nd percentile

$140,105

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Asset Growth

78th percentile

5.4%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M 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 / Assets72nd percentile

Assets

Up

$72,613,616

Up $3,700,434 (+5.4%) from 2012

Net Assets

Up

$6,661,693

Up $288,935 (+4.5%) from 2012

Liabilities

Up

$65,951,923

Up $3,411,499 (+5.5%) from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin33rd percentile

Revenue

$4,131,370

No earlier filing loaded for comparison.

Expenses

Up

$3,918,755

Up $8,434 (+0.2%) from 2012

Net Income

$212,615

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150M$100M$50M$0Assets 2010: $67,995,612Liabilities 2010: $61,730,415Net Assets 2010: $6,265,1972010Assets 2012: $68,913,182Liabilities 2012: $62,540,424Net Assets 2012: $6,372,7582012Assets 2013: $72,613,616Liabilities 2013: $65,951,923Net Assets 2013: $6,661,6932013Assets 2014: $78,681,497Liabilities 2014: $71,330,428Net Assets 2014: $7,351,0692014Assets 2015: $92,185,296Liabilities 2015: $83,934,736Net Assets 2015: $8,250,5602015Assets 2016: $95,866,702Liabilities 2016: $86,388,600Net Assets 2016: $9,478,1022016Assets 2017: $110,637,287Liabilities 2017: $100,528,332Net Assets 2017: $10,108,9552017Assets 2018: $114,681,211Liabilities 2018: $104,284,060Net Assets 2018: $10,397,1512018Assets 2019: $122,310,053Liabilities 2019: $110,753,405Net Assets 2019: $11,556,6482019Assets 2020: $130,856,026Liabilities 2020: $118,449,138Net Assets 2020: $12,406,8882020Assets 2021: $138,929,538Liabilities 2021: $125,085,096Net Assets 2021: $13,844,4422021Assets 2022: $144,688,009Liabilities 2022: $131,304,185Net Assets 2022: $13,383,8242022Assets 2023: $142,200,244Liabilities 2023: $127,580,467Net Assets 2023: $14,619,7772023Assets 2024: $148,645,606Liabilities 2024: $132,344,703Net Assets 2024: $16,300,9032024

Highlighted filing

2013

Assets$72,613,616
Liabilities$65,951,923
Net Assets$6,661,693
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Expenses 2010: $4,371,0742010Expenses 2012: $3,910,3212012Revenue 2013: $4,131,370Expenses 2013: $3,918,755Net Income 2013: $212,6152013Revenue 2014: $4,826,193Expenses 2014: $4,154,494Net Income 2014: $671,6992014Revenue 2015: $5,363,213Expenses 2015: $4,450,669Net Income 2015: $912,5442015Revenue 2016: $6,233,846Expenses 2016: $5,004,810Net Income 2016: $1,229,0362016Revenue 2017: $7,334,172Expenses 2017: $6,761,589Net Income 2017: $572,5832017Revenue 2018: $8,920,877Expenses 2018: $8,506,146Net Income 2018: $414,7312018Revenue 2019: $9,561,894Expenses 2019: $8,396,073Net Income 2019: $1,165,8212019Revenue 2020: $8,872,465Expenses 2020: $8,028,550Net Income 2020: $843,9152020Revenue 2021: $8,522,326Expenses 2021: $6,853,970Net Income 2021: $1,668,3562021Revenue 2022: $8,183,836Expenses 2022: $6,874,857Net Income 2022: $1,308,9792022Revenue 2023: $9,886,518Expenses 2023: $8,464,621Net Income 2023: $1,421,8972023Revenue 2024: $10,761,673Expenses 2024: $9,502,972Net Income 2024: $1,258,7012024

Highlighted filing

2013

Revenue$4,131,370
Expenses$3,918,755
Net Income$212,615
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.0
Gross Receipts
$4,148,935
Mission and Program Overview

Mission

Building better lives by working in your best interest, simplify your life, provide solutions to help you achieve financial success and enrich our communities.

Affinity credit union is committed to providing innovative and excellent personal service and financial products to our membership while maintaining financial stability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$40,187,944$51,646,074▲ $11,458,130
Investments Program Related$15,563,229$10,589,700▼ $4,973,529
Savings and Temporary Cash Investments$9,026,903$6,210,954▼ $2,815,949
Rtn Earn Endowment Incm Other Fnds$4,041,521$3,830,456▼ $211,065
Pd in Cap Srpls Land Bldg Eqp Fund$2,331,237$2,831,237▲ $500,000
Land, Buildings, and Equipment, Net$2,288,504$2,141,064▼ $147,440
Cash and Non-Interest-Bearing Accounts$767,458$814,465▲ $47,007
Prepaid Expenses and Deferred Charges$129,865$233,926▲ $104,061
Investments Other Securities-$1-
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$68,913,182$72,613,616▲ $3,700,434
Other Assets Total$949,279$977,432▲ $28,153
Liabilities
Other Liabilities$61,667,275$65,099,090▲ $3,431,815
Accounts Payable and Accrued Expenses$873,149$852,833▼ $20,316
Total Liabilities$62,540,424$65,951,923▲ $3,411,499
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,372,758$6,661,693▲ $288,935
Total Liabilities and Net Assets / Fund Balance$68,913,182$72,613,616▲ $3,700,434

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,530,240$1,358,873$2,889,113
Equipment$290,248$842,185$1,132,433
Land$283,648-$283,648
Leasehold Improvements$36,928$118,529$155,457
Investment Program Related Org$83,200--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra RobinsonCEO (retired Feb. 2014)FT$126,058$14,047$140,105
Jason CrooksVice President (became CEO Mar.2014)FT$76,458$2,241$78,699
James MartensChairperson-$2,122-$2,122

Board Members and Trustees

NameTitle
David BuschVice Chairperson
Doug SassmanDirector
Jerry JohnsonDirector
Lee Roy Porter JrDirector
Pamela LewisDirector
Rhonda CaseyDirector
Marjorie RamseySecretary
Daniel JohnTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservFull Data Processing, Online Banking, Mo-$636,659
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,300,942
Investment Income
$111,782
Other Revenue
$1,718,646
Change in Net Assets
$212,615

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,131,370
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$17,565
Total Revenue per Audited Statements
$4,148,935
Total Revenue per Form 990
$4,131,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,559,933
Salaries, Compensation, and Employee Benefits$1,358,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$854,557--$854,557
Office Expenses$354,790--$354,790
All Other Expenses$326,232--$326,232
Occupancy$249,818--$249,818
Current Officers, Directors, Trustees, and Key Employees$224,482--$224,482
Information Technology$210,456--$210,456
Depreciation Depletion$193,579--$193,579
Advertising$185,416--$185,416
Interest$172,915--$172,915
Other Employee Benefits$148,796--$148,796
Payroll Taxes$83,932--$83,932
Insurance$57,159--$57,159
Other Expenses$50,203--$50,203
Pension Plan Contributions$47,055--$47,055
Travel$33,587--$33,587
Fees for Services Legal$25,287--$25,287
Fees for Services Accounting$25,199--$25,199
Payments to Affiliates$19,936--$19,936
Conferences and Meetings$10,250--$10,250
Total Functional Expenses$3,918,755$0$0$3,918,755

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,936,320
Expenses per Audited Statements$3,918,755
Total Expenses per Form 990$3,918,755
Expenses Not Reported on Form 990$17,565
Expenses Not Reported on Financial Statements$0
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 Shares$65,099,090
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Section A, Line 2

“Sandra robinson, ceo, and jason crooks, vice president of operations (2nd in command) are aunt and nephew.”

Form 990, Part VI, Section A, Line 6

“The organization is a credit union with members.”

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

“The entire board of directors is voted on by the membership out of the membership. Every year there are three positions up for election for three year terms (9 board members). Board members come out of the general membership and any member in good standing can run for the board. A member in good standing is one who is not delinquent on loan payments, has the minimum $25 membership amount on deposit, and had not caused the credit union a loss (charged off). For board/voting purposes the member must also be at least 16 years old. Each member has one vote for each open position.”

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

“The membership of the credit union is required to vote on any action that would change the bylaws of the credit union. This includes but is not limited to, name change, mergers, and charter conversion (changing structure away from a credit union).”

Form 990, Part VI, Section B, Line 11

“The ceo and finance manager review the form after the cpa firm completed it based on the information provided to them by the credit union. After the form has been reviewed by management additional copies are made and given to the board of directors to review prior to the ceo signing the return.”

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

“The conflict of interest policy is reviewed annually. The board of directors and management are responsible for monitoring.”

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

“Iperformease and compease software is used to establish and maintain job pay scales and ensure equitable reviews for employees in the same job class and includes written job descriptions with written expectations that are used by the immediate supervisor to create the performance review that is reviewed by two levels of upper management.”

Form 990, Part VI, Section C, Line 18

“A copy of the current 990 is kept at the receptionist's desk of our main office and is available for review during normal business hours.”

Form 990, Part VI, Section C, Line 19

“The monthly financial statement is posted in the lobby of each the of the branches.”

Filing and Contact Details

Filer

EIN
42-0794732
Phone
5152887225

Signing Officer

Name
Jason Crooks
Title
CEO
Phone
5152887225
Signed
2014-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Crooks
Formed
1949
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
38
Volunteers
0

Preparer

Preparer
C L Telk Jr CPA
Phone
5152701446
Supplemental Narrative

Additional Explanations

Form 990 Page 12 Part XII Line 3C

“The audit committee; which is composed of board members; hires the cpa firm and policyworks to come in and perform regular outside audits and the results are reported to the full board. If any audit were to find an issue of concern it would be reported to the committee chair and the ceo (unless the ceo was part of the problem). The ceo and vice president of operations both assist in ensuring that all necessary audits occur when needed as the audit committee members are all volunteers and the ceo and vp are on site daily. On a daily basis the ceo works with the accountant maintain the books and either the ceo or vice president of operations must approve and initial all invoices before they are paid.”

Financial Statement Notes

PART X, LINE 2:

“In accordance with the income taxes topic of the fasb asc, the credit union evaluates uncertain tax benefits arising from tax positions taken or expected to be taken based upon the likelihood of being sustained upon examination by applicable tax authorities. If the credit union determines that a tax position is more likely than not of being sustained, it recognizes the largest amount of the arising benefit that is greater than 50% likely of being realized upon settlement in the financial statements. Any tax positions taken or expected to be taken that do not pass the more likely than not test, the credit union establishes reserves offsetting the benefits related to such positions. Interest and penalties, if any, are included in the current period provision for income taxes in the credit union's statement of income and are included as a current liability in the balance sheet.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on foreclosed assets 17,565.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on foreclosed assets 17,565.”

Raw XML AppendixShowing 400 of 460 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0873149
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0852833
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0AFFINITY CREDIT UNION IS COMMITTED TO PROVIDING INNOVATIVE AND EXCELLENT PERSONAL SERVICE AND FINANCIAL PRODUCTS TO OUR MEMBERSHIP WHILE MAINTAINING FINANCIAL STABILITY.
IRS990/AdvertisingGrp/ProgramServicesAmt0185416
IRS990/AdvertisingGrp/TotalAmt0185416
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0326232
IRS990/AllOtherExpensesGrp/TotalAmt0326232
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JUSTIN WILLIAMS
IRS990/BooksInCareOfDetail/PhoneNum05152887225
IRS990/BooksInCareOfDetail/USAddress/AddressLine10475 NW HOFFMAN LANE
IRS990/BooksInCareOfDetail/USAddress/City0DES MOINES
IRS990/BooksInCareOfDetail/USAddress/State0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode050313
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0767458
IRS990/CashNonInterestBearingGrp/EOYAmt0814465
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0224482
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0224482
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt010250
IRS990/ConferencesMeetingsGrp/TotalAmt010250
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0636659
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine102601 NETWORK BLVD SUITE 600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0FRISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode075034
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10FISERV
IRS990/ContractorCompensationGrp/ServicesDesc0FULL DATA PROCESSING, ONLINE BANKING, MO
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0111782
IRS990/CYOtherExpensesAmt02559933
IRS990/CYOtherRevenueAmt01718646
IRS990/CYProgramServiceRevenueAmt02300942
IRS990/CYRevenuesLessExpensesAmt0212615
IRS990/CYSalariesCompEmpBnftPaidAmt01358822
IRS990/CYTotalExpensesAmt03918755
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04131370
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0193579
IRS990/DepreciationDepletionGrp/TotalAmt0193579
IRS990/Desc0AFFINITY CREDIT UNION PROVIDES A WIDE VARIETY OF SERVICES TO ITS MEMBERS; THE PRIMARY DEPOSIT PRODUCTS ARE SHARES AND SHARE DRAFTS. ANOTHER MAJOR PROGRAM AT AFFINITY CREDIT UNION IS OUR LENDING PROGRAM, WE OFFER A WIDE VARIETY OF LOANS INCLUDING NEW AND USED AUTO, SIGNATURE, MASTERCARD, REAL ESTATE SECURED AND LIMITED COMMERCIAL LOANS. OUR INDIRECT PROGRAM PROVIDES US WITH PARTNERSHIPS WITH AUTO DEALERS IN THE STATE OF IOWA. ANOTHER SERVICE THAT AFFINITY CREDIT UNION OFFERS IS OUR WIDE RANGE OF ONLINE SERVICES THAT INCLUDES BILL PAY AND MOBILE APP. MEMBERS HAVE THE OPPORTUNITY TO ACCESS THEIR ACCOUNT FROM THE INTERNET OR THROUGH A MOBILE APP. USING OUR FREE ONLINE SERVICES MEMBERS CAN VIEW ACCOUNT DETAILS, INCLUDING COPIES OF CLEARED SHARE DRAFTS, TRANSFER FUNDS WITHIN THEIR ACCOUNT OR TO OTHER AUTHORIZED ACCOUNTS, MAKE LOAN PAYMENTS, PAY BILLS VIA OUR BILL PAY SYSTEM, VIEW STATEMENTS, AND APPLY FOR LOANS. WE ALSO OFFER LINKS TO VARIOUS FINANCIAL ASSISTANCE WEB SITES FOR MEMBERS OF ALL AGES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt038
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt03918755
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt025199
IRS990/FeesForServicesAccountingGrp/TotalAmt025199
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt025287
IRS990/FeesForServicesLegalGrp/TotalAmt025287
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt914047
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt102241
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES MARTENS
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL JOHN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARJORIE RAMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm3RHONDA CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUG SASSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID BUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm6LEE ROY PORTER JR
IRS990/Form990PartVIISectionAGrp/PersonNm7JERRY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8PAMELA LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm9SANDRA ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm10JASON CROOKS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02122
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9126058
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1076458
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO (RETIRED FEB. 2014)
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT (BECAME CEO MAR.2014)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-17565
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04148935
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0210456
IRS990/InformationTechnologyGrp/TotalAmt0210456
IRS990/InsuranceGrp/ProgramServicesAmt057159
IRS990/InsuranceGrp/TotalAmt057159
IRS990/InterestGrp/ProgramServicesAmt0172915
IRS990/InterestGrp/TotalAmt0172915
IRS990/InvestmentIncomeGrp/ExclusionAmt0129347
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0129347
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01
IRS990/InvestmentsProgramRelatedGrp/BOYAmt015563229
IRS990/InvestmentsProgramRelatedGrp/EOYAmt010589700
IRS990/IRPDocumentCnt01031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02319587
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02288504
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02141064
IRS990/LandBldgEquipCostOrOtherBssAmt04460651
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt017565
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0275713
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0275713
IRS990/MissionDesc0AFFINITY CREDIT UNION IS COMMITTED TO PROVIDING INNOVATIVE AND EXCELLENT PERSONAL SERVICE AND FINANCIAL PRODUCTS TO OUR MEMBERSHIP WHILE MAINTAINING FINANCIAL STABILITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06372758
IRS990/NetAssetsOrFundBalancesEOYAmt06661693
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-17565
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-17565
IRS990/NetUnrelatedBusTxblIncmAmt0-4062
IRS990/NetUnrlzdGainsLossesInvstAmt076320
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0249818
IRS990/OccupancyGrp/TotalAmt0249818
IRS990/OfficeExpensesGrp/ProgramServicesAmt0354790
IRS990/OfficeExpensesGrp/TotalAmt0354790
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0949279
IRS990/OtherAssetsTotalGrp/EOYAmt0977432
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0148796
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0148796
IRS990/OtherExpensesGrp/Desc0CREDIT/DEBIT CARD EXPEN
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2LOAN EXPENSE
IRS990/OtherExpensesGrp/Desc3NCUSIF EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0395544
IRS990/OtherExpensesGrp/ProgramServicesAmt1171000
IRS990/OtherExpensesGrp/ProgramServicesAmt278562
IRS990/OtherExpensesGrp/ProgramServicesAmt350203
IRS990/OtherExpensesGrp/TotalAmt0395544
IRS990/OtherExpensesGrp/TotalAmt1171000
IRS990/OtherExpensesGrp/TotalAmt278562
IRS990/OtherExpensesGrp/TotalAmt350203
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt061667275
IRS990/OtherLiabilitiesGrp/EOYAmt065099090
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/Desc0SERVICE FEES
IRS990/OtherRevenueMiscGrp/Desc1CREDIT/DEBIT CARD FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0953158
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1489775
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0953158
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1489775
IRS990/OtherRevenueTotalAmt01718646
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0854557
IRS990/OtherSalariesAndWagesGrp/TotalAmt0854557
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt040187944
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt051646074
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt019936
IRS990/PaymentsToAffiliatesGrp/TotalAmt019936
IRS990/PayrollTaxesGrp/ProgramServicesAmt083932
IRS990/PayrollTaxesGrp/TotalAmt083932
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02331237
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02831237
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt047055
IRS990/PensionPlanContributionsGrp/TotalAmt047055
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0129865
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0233926
IRS990/PrincipalOfficerNm0JASON CROOKS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02300942
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02300942
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0161617
IRS990/PYOtherExpensesAmt02523989
IRS990/PYOtherRevenueAmt01685605
IRS990/PYProgramServiceRevenueAmt02119375
IRS990/PYRevenuesLessExpensesAmt056276
IRS990/PYSalariesCompEmpBnftPaidAmt01386332
IRS990/PYTotalExpensesAmt03910321
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03966597
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0212615
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt04002023
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04041521
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03830456
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09026903
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06210954
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01530240
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01358873
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02889113
IRS990ScheduleD/EquipmentGrp/BookValueAmt0290248
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0842185
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01132433
IRS990ScheduleD/ExpensesNotReportedAmt017565
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03918755
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt09990000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1516500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt283200
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CERTIFICATE OF DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1CORPORATE CENTRAL
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2FED HOME LOAN BK MEMBERSHIP STOCK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/LandGrp/BookValueAmt0283648
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0283648
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt036928
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0118529
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0155457
IRS990ScheduleD/OtherExpensesIncludedAmt017565
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt065099090
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/OtherRevenueAmt017565
IRS990ScheduleD/RevenueNotReportedAmt017565
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04131370
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH THE INCOME TAXES TOPIC OF THE FASB ASC, THE CREDIT UNION EVALUATES UNCERTAIN TAX BENEFITS ARISING FROM TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN BASED UPON THE LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY APPLICABLE TAX AUTHORITIES. IF THE CREDIT UNION DETERMINES THAT A TAX POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED, IT RECOGNIZES THE LARGEST AMOUNT OF THE ARISING BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT IN THE FINANCIAL STATEMENTS. ANY TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT DO NOT PASS THE MORE LIKELY THAN NOT TEST, THE CREDIT UNION ESTABLISHES RESERVES OFFSETTING THE BENEFITS RELATED TO SUCH POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN THE CURRENT PERIOD PROVISION FOR INCOME TAXES IN THE CREDIT UNION'S STATEMENT OF INCOME AND ARE INCLUDED AS A CURRENT LIABILITY IN THE BALANCE SHEET.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON FORECLOSED ASSETS 17,565.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON FORECLOSED ASSETS 17,565.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02141064
IRS990ScheduleD/TotalBookValueProgramRltdAmt010589700
IRS990ScheduleD/TotalExpensesPerForm990Amt03918755
IRS990ScheduleD/TotalLiabilityAmt065099090
IRS990ScheduleD/TotalRevenuePerForm990Amt04131370
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04148935
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03936320
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SANDRA ROBINSON, CEO, AND JASON CROOKS, VICE PRESIDENT OF OPERATIONS (2ND IN COMMAND) ARE AUNT AND NEPHEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A CREDIT UNION WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENTIRE BOARD OF DIRECTORS IS VOTED ON BY THE MEMBERSHIP OUT OF THE MEMBERSHIP. EVERY YEAR THERE ARE THREE POSITIONS UP FOR ELECTION FOR THREE YEAR TERMS (9 BOARD MEMBERS). BOARD MEMBERS COME OUT OF THE GENERAL MEMBERSHIP AND ANY MEMBER IN GOOD STANDING CAN RUN FOR THE BOARD. A MEMBER IN GOOD STANDING IS ONE WHO IS NOT DELINQUENT ON LOAN PAYMENTS, HAS THE MINIMUM $25 MEMBERSHIP AMOUNT ON DEPOSIT, AND HAD NOT CAUSED THE CREDIT UNION A LOSS (CHARGED OFF). FOR BOARD/VOTING PURPOSES THE MEMBER MUST ALSO BE AT LEAST 16 YEARS OLD. EACH MEMBER HAS ONE VOTE FOR EACH OPEN POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERSHIP OF THE CREDIT UNION IS REQUIRED TO VOTE ON ANY ACTION THAT WOULD CHANGE THE BYLAWS OF THE CREDIT UNION. THIS INCLUDES BUT IS NOT LIMITED TO, NAME CHANGE, MERGERS, AND CHARTER CONVERSION (CHANGING STRUCTURE AWAY FROM A CREDIT UNION).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CEO AND FINANCE MANAGER REVIEW THE FORM AFTER THE CPA FIRM COMPLETED IT BASED ON THE INFORMATION PROVIDED TO THEM BY THE CREDIT UNION. AFTER THE FORM HAS BEEN REVIEWED BY MANAGEMENT ADDITIONAL COPIES ARE MADE AND GIVEN TO THE BOARD OF DIRECTORS TO REVIEW PRIOR TO THE CEO SIGNING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. THE BOARD OF DIRECTORS AND MANAGEMENT ARE RESPONSIBLE FOR MONITORING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IPERFORMEASE AND COMPEASE SOFTWARE IS USED TO ESTABLISH AND MAINTAIN JOB PAY SCALES AND ENSURE EQUITABLE REVIEWS FOR EMPLOYEES IN THE SAME JOB CLASS AND INCLUDES WRITTEN JOB DESCRIPTIONS WITH WRITTEN EXPECTATIONS THAT ARE USED BY THE IMMEDIATE SUPERVISOR TO CREATE THE PERFORMANCE REVIEW THAT IS REVIEWED BY TWO LEVELS OF UPPER MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7A COPY OF THE CURRENT 990 IS KEPT AT THE RECEPTIONIST'S DESK OF OUR MAIN OFFICE AND IS AVAILABLE FOR REVIEW DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE MONTHLY FINANCIAL STATEMENT IS POSTED IN THE LOBBY OF EACH THE OF THE BRANCHES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE AUDIT COMMITTEE; WHICH IS COMPOSED OF BOARD MEMBERS; HIRES THE CPA FIRM AND POLICYWORKS TO COME IN AND PERFORM REGULAR OUTSIDE AUDITS AND THE RESULTS ARE REPORTED TO THE FULL BOARD. IF ANY AUDIT WERE TO FIND AN ISSUE OF CONCERN IT WOULD BE REPORTED TO THE COMMITTEE CHAIR AND THE CEO (UNLESS THE CEO WAS PART OF THE PROBLEM). THE CEO AND VICE PRESIDENT OF OPERATIONS BOTH ASSIST IN ENSURING THAT ALL NECESSARY AUDITS OCCUR WHEN NEEDED AS THE AUDIT COMMITTEE MEMBERS ARE ALL VOLUNTEERS AND THE CEO AND VP ARE ON SITE DAILY. ON A DAILY BASIS THE CEO WORKS WITH THE ACCOUNTANT MAINTAIN THE BOOKS AND EITHER THE CEO OR VICE PRESIDENT OF OPERATIONS MUST APPROVE AND INITIAL ALL INVOICES BEFORE THEY ARE PAID.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990 PAGE 12 PART XII LINE 3C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt068913182
IRS990/TotalAssetsEOYAmt072613616
IRS990/TotalAssetsGrp/BOYAmt068913182
IRS990/TotalAssetsGrp/EOYAmt072613616
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03918755

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$72,613,616
Liabilities
$65,951,923
Net assets
$6,661,693
Revenue
$4,131,370
Expenses
$3,918,755
Net income
$212,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$149$132$16.3$10.8$9.50$1.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$128$14.6$9.89$8.46$1.42
2022Detailed filing. Detailed filing data is available for this year.$145$131$13.4$8.18$6.87$1.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$125$13.8$8.52$6.85$1.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$131$118$12.4$8.87$8.03$0.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$122$111$11.6$9.56$8.40$1.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$104$10.4$8.92$8.51$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$111$101$10.1$7.33$6.76$0.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.9$86.4$9.48$6.23$5.00$1.23
2015Detailed filing. Detailed filing data is available for this year.$92.2$83.9$8.25$5.36$4.45$0.91
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.7$71.3$7.35$4.83$4.15$0.67
2013Detailed filing. Detailed filing data is available for this year.$72.6$66.0$6.66$4.13$3.92$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.9$62.5$6.37$3.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.0$61.7$6.27$4.37