Civic Intelligence

Financial Plus Credit Union

990 • Fiscal year 2014 • EIN 42-0802188

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization ProfileWWW.FINANCIALPLUSCU.COM

View Organization Page

1831 25th StreetWest Des Moines, IA 50266

(515) 224-1222

Siviq Scores

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

Liabilities / Assets

51st percentile

0.90x

Higher debt load relative to assets than 51% of similar nonprofits.

2014 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

30.30x

Higher debt load relative to revenue than 97% of similar nonprofits.

2014 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2014

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

16th percentile

$134,066

Higher top officer pay than 16% of similar nonprofits.

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

2014 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2014

Asset Growth

99th percentile

39%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

5.8%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$161,567,380

Up $45,746,605 (+39%) from 2013

Net Assets

Up

$16,716,761

Up $6,313,035 (+61%) from 2013

Liabilities

Up

$144,850,619

Up $39,433,570 (+37%) from 2013

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin72nd percentile

Revenue

Up

$4,780,286

Up $264,149 (+5.8%) from 2013

Expenses

Up

$4,012,071

Up $338,797 (+9.2%) from 2013

Net Income

Down

$768,215

Down $74,648 (-8.9%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$300M$200M$100M$0Assets 2010: $83,966,702Liabilities 2010: $75,910,170Net Assets 2010: $8,056,5322010Assets 2011: $95,267,820Liabilities 2011: $86,469,056Net Assets 2011: $8,798,7642011Assets 2012: $108,262,353Liabilities 2012: $98,701,490Net Assets 2012: $9,560,8632012Assets 2013: $115,820,775Liabilities 2013: $105,417,049Net Assets 2013: $10,403,7262013Assets 2014: $161,567,380Liabilities 2014: $144,850,619Net Assets 2014: $16,716,7612014Assets 2015: $167,570,926Liabilities 2015: $149,959,102Net Assets 2015: $17,611,8242015Assets 2016: $167,338,536Liabilities 2016: $149,381,499Net Assets 2016: $17,957,0372016Assets 2017: $172,468,368Liabilities 2017: $153,279,102Net Assets 2017: $19,189,2662017Assets 2018: $171,128,956Liabilities 2018: $151,004,869Net Assets 2018: $20,124,0872018Assets 2019: $171,961,090Liabilities 2019: $150,735,266Net Assets 2019: $21,225,8242019Assets 2020: $196,535,004Liabilities 2020: $174,698,552Net Assets 2020: $21,836,4522020Assets 2021: $218,391,221Liabilities 2021: $196,109,497Net Assets 2021: $22,281,7242021Assets 2022: $215,268,890Liabilities 2022: $193,397,544Net Assets 2022: $21,871,3462022Assets 2023: $202,041,152Liabilities 2023: $176,150,779Net Assets 2023: $25,890,3732023Assets 2024: $218,308,609Liabilities 2024: $189,463,659Net Assets 2024: $28,844,9502024

Highlighted filing

2014

Assets$161,567,380
Liabilities$144,850,619
Net Assets$16,716,761
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

$15M$10M$5.0M$0Expenses 2010: $3,868,4502010Expenses 2011: $3,591,7282011Expenses 2012: $3,752,5902012Revenue 2013: $4,516,137Expenses 2013: $3,673,274Net Income 2013: $842,8632013Revenue 2014: $4,780,286Expenses 2014: $4,012,071Net Income 2014: $768,2152014Revenue 2015: $5,874,893Expenses 2015: $4,862,431Net Income 2015: $1,012,4622015Revenue 2016: $5,874,083Expenses 2016: $5,562,284Net Income 2016: $311,7992016Revenue 2017: $6,197,849Expenses 2017: $5,003,635Net Income 2017: $1,194,2142017Revenue 2018: $6,280,940Expenses 2018: $5,262,620Net Income 2018: $1,018,3202018Revenue 2019: $6,702,125Expenses 2019: $5,778,365Net Income 2019: $923,7602019Revenue 2020: $5,996,544Expenses 2020: $5,564,008Net Income 2020: $432,5362020Revenue 2021: $6,306,056Expenses 2021: $5,736,742Net Income 2021: $569,3142021Revenue 2022: $7,722,529Expenses 2022: $5,827,823Net Income 2022: $1,894,7062022Revenue 2023: $9,875,904Expenses 2023: $6,549,316Net Income 2023: $3,326,5882023Revenue 2024: $11,619,211Expenses 2024: $8,657,173Net Income 2024: $2,962,0382024

Highlighted filing

2014

Revenue$4,780,286
Expenses$4,012,071
Net Income$768,215
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Gross Receipts
$4,780,286
Mission and Program Overview

Mission

State chartered credit union

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$57,560,948$79,754,927▲ $22,193,979
Savings and Temporary Cash Investments$39,305,578$54,108,858▲ $14,803,280
Investments in Publicly Traded Securities$12,638,896$17,798,168▲ $5,159,272
Rtn Earn Endowment Incm Other Fnds$7,371,479$11,616,674▲ $4,245,195
Pd in Cap Srpls Land Bldg Eqp Fund$3,032,247$5,100,087▲ $2,067,840
Land, Buildings, and Equipment, Net$2,763,630$3,654,661▲ $891,031
Cash and Non-Interest-Bearing Accounts$1,317,992$1,651,686▲ $333,694
Prepaid Expenses and Deferred Charges$93,199$39,509▼ $53,690
Accounts Receivable$14,652$26,775▲ $12,123
Total Assets$115,820,775$161,567,380▲ $45,746,605
Other Assets Total$2,125,880$4,532,796▲ $2,406,916
Liabilities
Other Liabilities$104,881,591$144,339,079▲ $39,457,488
Accounts Payable and Accrued Expenses$535,458$511,540▼ $23,918
Total Liabilities$105,417,049$144,850,619▲ $39,433,570
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,403,726$16,716,761▲ $6,313,035
Total Liabilities and Net Assets / Fund Balance$115,820,775$161,567,380▲ $45,746,605

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,738,920$1,377,643$4,116,563
Equipment$335,555$1,253,970$1,589,525
Land$580,186-$580,186
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dave J CalePrsident/CEOFT$134,066$134,066

Board Members and Trustees

NameTitle
Andy ScottBoard Member
Bev BiermaBoard Member
David LingwallBoard Member
George DunlapBoard Member
Kenny BrickmanBoard Member
Kyle BlackBoard Member
Marc HardingBoard Member
Nancy Devinay-mcneleyBoard Member
Phillip WilliamsBoard Member
Rebecca Jo HarveyBoard Member
Udell Cason JrBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,351,251
Investment Income
$429,035
Other Revenue
$0
Change in Net Assets
$768,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,780,286
Total Revenue per Audited Statements
$4,780,286
Total Revenue per Form 990
$4,780,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,518,611
Salaries, Compensation, and Employee Benefits$1,493,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,256,071
Occupancy---$320,964
All Other Expenses---$297,338
Depreciation Depletion---$205,558
Office Expenses---$186,951
Other Expenses---$181,893
Other Employee Benefits---$138,227
Payroll Taxes---$99,162
Advertising---$52,279
Insurance---$33,641
Fees for Services Accounting---$20,400
Conferences and Meetings---$11,882
Fees for Services Legal---$7,596
Total Functional Expenses$0$0$0$4,012,071

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,012,071
Total Expenses per Audited Statements$4,012,071
Total Expenses per Form 990$4,012,071
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$144,339,079
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
Financial Plus Credit Union
EIN
42-0802188
Phone
5152241222
Address
1831 25TH STREET, WEST DES MOINES, IA 50266

Signing Officer

Name
Dave J Cale
Title
President/CEO
Phone
5152241222
Signed
2015-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave J Cale
Formed
1929
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
57
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 XI, Line 9

“Equity of merged credit union 5,608,331 net change in investment valuation reserve 63,511”

Raw XML Appendix373 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/PrepaidExpensesDefrdChargesGrp/BOYAmt093199
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039509
IRS990/PrincipalOfficerNm0DAVE J CALE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt03107165
IRS990/ProgramServiceRevenueGrp/ExclusionAmt11188002
IRS990/ProgramServiceRevenueGrp/ExclusionAmt256084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03107165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11188002
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt256084
IRS990/ProgSrvcAccomActyOtherGrp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0347890
IRS990/PYOtherExpensesAmt02376070
IRS990/PYProgramServiceRevenueAmt04168247
IRS990/PYRevenuesLessExpensesAmt0842863
IRS990/PYSalariesCompEmpBnftPaidAmt01297204
IRS990/PYTotalExpensesAmt03673274
IRS990/PYTotalRevenueAmt04516137
IRS990/ReconcilationRevenueExpnssAmt0768215
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07371479
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011616674
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039305578
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054108858
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02738920
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01377643
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04116563
IRS990ScheduleD/EquipmentGrp/BookValueAmt0335555
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01253970
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01589525
IRS990ScheduleD/ExpensesSubtotalAmt04012071
IRS990ScheduleD/LandGrp/BookValueAmt0580186
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0580186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0144339079
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt04780286
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03654661
IRS990ScheduleD/TotalExpensesPerForm990Amt04012071
IRS990ScheduleD/TotalLiabilityAmt0144339079
IRS990ScheduleD/TotalRevenuePerForm990Amt04780286
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04780286
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04012071
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/ExplanationTxt9EQUITY OF MERGED CREDIT UNION 5,608,331 NET CHANGE IN INVESTMENT VALUATION RESERVE 63,511
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 XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0115820775
IRS990/TotalAssetsEOYAmt0161567380
IRS990/TotalAssetsGrp/BOYAmt0115820775
IRS990/TotalAssetsGrp/EOYAmt0161567380
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt057
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04012071
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0105417049
IRS990/TotalLiabilitiesEOYAmt0144850619
IRS990/TotalLiabilitiesGrp/BOYAmt0105417049
IRS990/TotalLiabilitiesGrp/EOYAmt0144850619
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010403726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016716761
IRS990/TotalProgramServiceRevenueAmt04351251
IRS990/TotalReportableCompFromOrgAmt0134066
IRS990/TotalRevenueGrp/ExclusionAmt04780286
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04780286
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115820775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0161567380
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01831 25TH STREET
IRS990/USAddress/CityNm0WEST DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050266
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.FINANCIALPLUSCU.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE J CALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05152241222
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLUS CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0420802188
ReturnHeader/Filer/PhoneNum05152241222
ReturnHeader/Filer/USAddress/AddressLine1Txt01831 25TH STREET
ReturnHeader/Filer/USAddress/CityNm0WEST DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050266
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/PreparationDt02015-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN O PETERSEN
ReturnHeader/ReturnTs02015-05-04T09:02:51-05:00
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
$161,567,380
Liabilities
$144,850,619
Net assets
$16,716,761
Revenue
$4,780,286
Expenses
$4,012,071
Net income
$768,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$218$189$28.8$11.6$8.66$2.96
2023Detailed filing. Detailed filing data is available for this year.$202$176$25.9$9.88$6.55$3.33
2022Detailed filing. Detailed filing data is available for this year.$215$193$21.9$7.72$5.83$1.89
2021Detailed filing. Detailed filing data is available for this year.$218$196$22.3$6.31$5.74$0.57
2020Detailed filing. Detailed filing data is available for this year.$197$175$21.8$6.00$5.56$0.43
2019Detailed filing. Detailed filing data is available for this year.$172$151$21.2$6.70$5.78$0.92
2018Detailed filing. Detailed filing data is available for this year.$171$151$20.1$6.28$5.26$1.02
2017Detailed filing. Detailed filing data is available for this year.$172$153$19.2$6.20$5.00$1.19
2016Detailed filing. Detailed filing data is available for this year.$167$149$18.0$5.87$5.56$0.31
2015Detailed filing. Detailed filing data is available for this year.$168$150$17.6$5.87$4.86$1.01
2014Detailed filing. Detailed filing data is available for this year.$162$145$16.7$4.78$4.01$0.77
2013Detailed filing. Detailed filing data is available for this year.$116$105$10.4$4.52$3.67$0.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$98.7$9.56$3.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.3$86.5$8.80$3.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.0$75.9$8.06$3.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)14 • $100M-$250M nonprofits