Civic Intelligence

State Chartered Credit Unions in Florida

990 • Fiscal year 2023 • EIN 59-6138949

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profilewww.alivecu.coop

View Organization Page

9790 Touchton RdJacksonville, FL 32246

(904) 296-1292

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.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

19.75x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Net Margin

31st percentile

9.0%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$248,485

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

14%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$171,473,997

Down $5,551,341 (-3.1%) from 2022

Net Assets

Up

$17,465,045

Up $2,033,661 (+13%) from 2022

Liabilities

Down

$154,008,952

Down $7,585,002 (-4.7%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin31st percentile

Revenue

Up

$7,798,338

Up $940,850 (+14%) from 2022

Expenses

Up

$7,097,534

Up $1,049,567 (+17%) from 2022

Net Income

Down

$700,804

Down $108,717 (-13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$300M$200M$100M$0Assets 2010: $110,781,039Liabilities 2010: $92,228,850Net Assets 2010: $18,552,1892010Assets 2011: $107,213,841Liabilities 2011: $88,464,530Net Assets 2011: $18,749,3112011Assets 2012: $126,043,077Liabilities 2012: $107,131,586Net Assets 2012: $18,911,4912012Assets 2013: $122,489,353Liabilities 2013: $103,644,703Net Assets 2013: $18,844,6502013Assets 2014: $123,579,489Liabilities 2014: $104,878,421Net Assets 2014: $18,701,0682014Assets 2015: $122,150,158Liabilities 2015: $103,853,547Net Assets 2015: $18,296,6112015Assets 2016: $127,682,875Liabilities 2016: $109,218,797Net Assets 2016: $18,464,0782016Assets 2017: $132,113,255Liabilities 2017: $113,202,304Net Assets 2017: $18,910,9512017Assets 2018: $130,484,037Liabilities 2018: $111,169,849Net Assets 2018: $19,314,1882018Assets 2019: $138,475,160Liabilities 2019: $118,020,131Net Assets 2019: $20,455,0292019Assets 2020: $162,289,868Liabilities 2020: $141,358,181Net Assets 2020: $20,931,6872020Assets 2021: $178,293,703Liabilities 2021: $157,868,120Net Assets 2021: $20,425,5832021Assets 2022: $177,025,338Liabilities 2022: $161,593,954Net Assets 2022: $15,431,3842022Assets 2023: $171,473,997Liabilities 2023: $154,008,952Net Assets 2023: $17,465,0452023Assets 2024: $280,038,487Liabilities 2024: $253,777,057Net Assets 2024: $26,261,4302024

Highlighted filing

2023

Assets$171,473,997
Liabilities$154,008,952
Net Assets$17,465,045
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,643,6232010Expenses 2011: $5,089,6342011Expenses 2012: $4,987,2052012Revenue 2013: $5,382,350Expenses 2013: $5,201,059Net Income 2013: $181,2912013Revenue 2014: $5,175,994Expenses 2014: $5,105,279Net Income 2014: $70,7152014Revenue 2015: $5,063,502Expenses 2015: $5,273,386Net Income 2015: -$209,8842015Revenue 2016: $5,360,979Expenses 2016: $5,091,126Net Income 2016: $269,8532016Revenue 2017: $5,678,662Expenses 2017: $5,274,304Net Income 2017: $404,3582017Revenue 2018: $6,431,092Expenses 2018: $5,738,882Net Income 2018: $692,2102018Revenue 2019: $6,691,125Expenses 2019: $6,064,169Net Income 2019: $626,9562019Revenue 2020: $6,057,219Expenses 2020: $5,918,818Net Income 2020: $138,4012020Revenue 2021: $6,107,974Expenses 2021: $5,789,428Net Income 2021: $318,5462021Revenue 2022: $6,857,488Expenses 2022: $6,047,967Net Income 2022: $809,5212022Revenue 2023: $7,798,338Expenses 2023: $7,097,534Net Income 2023: $700,8042023Revenue 2024: $13,230,236Expenses 2024: $11,579,979Net Income 2024: $1,650,2572024

Highlighted filing

2023

Revenue$7,798,338
Expenses$7,097,534
Net Income$700,804
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$7,889,595
Mission and Program Overview

Mission

To provide low cost loans and other low cost financial services to members of Select Employee Groups.

To provide low cost financial services and loans to members of our Select Employee Groups (SEG)

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$91,307,417$93,436,933▲ $2,129,516
Investments in Publicly Traded Securities$51,181,246$38,879,778▼ $12,301,468
Rtn Earn Endowment Incm Other Fnds$15,431,384$17,465,045▲ $2,033,661
Savings and Temporary Cash Investments$10,543,756$13,178,236▲ $2,634,480
Investments Other Securities$9,506,275$9,527,237▲ $20,962
Land, Buildings, and Equipment, Net$4,616,166$4,647,027▲ $30,861
Accounts Receivable$667,096$2,673,619▲ $2,006,523
Cash and Non-Interest-Bearing Accounts$2,533,119$2,254,143▼ $278,976
Prepaid Expenses and Deferred Charges$470,621$391,660▼ $78,961
Receivables From Officers Etc$107,532$361,239▲ $253,707
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$177,025,338$171,473,997▼ $5,551,341
Other Assets Total$6,092,110$6,124,125▲ $32,015
Liabilities
Other Liabilities$159,846,807$151,661,587▼ $8,185,220
Accounts Payable and Accrued Expenses$1,747,147$2,347,365▲ $600,218
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$161,593,954$154,008,952▼ $7,585,002
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,431,384$17,465,045▲ $2,033,661
Total Liabilities and Net Assets / Fund Balance$177,025,338$171,473,997▼ $5,551,341

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,671,986$2,454,707$5,126,693
Equipment$373,987$1,460,279$1,834,266
Land$1,596,322-$1,596,322
Leasehold Improvements$4,732$42,975$47,707
Other Land Buildings$0$0$0
Other Securities$8,827,000--
Closely Held Equity Interests$700,237--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rose GunterPresident/CEOFT$228,449$20,036$248,485
Ricky JoshiCFO/VPFT$133,278$8,388$141,666
Cindy Pierce-SmithSVPFT$97,379$12,466$109,845

Board Members and Trustees

NameTitle
Camille CossaBoard Chair
Dina VickersBoard Vice Chair
David MartinBoard Member
Jason GriggsBoard Member
Jim WilliamsBoard Member
Joe ScottBoard Member
Mary McElroyBoard Member
Mel MaycoleBoard Secretary
Maury PilverBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,248,610
Investment Income
$1,484,728
Other Revenue
$65,000
Change in Net Assets
$700,804

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,798,338
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$7,798,338
Total Revenue per Form 990
$7,798,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,093,054
Salaries, Compensation, and Employee Benefits$3,004,480
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,979,159
Interest---$1,105,558
Other Expenses---$603,056
Current Officers, Directors, Trustees, and Key Employees---$499,995
All Other Expenses---$329,497
Occupancy---$278,034
Office Expenses---$255,016
Depreciation Depletion---$254,383
Advertising---$200,550
Other Employee Benefits---$194,275
Payroll Taxes---$174,395
Pension Plan Contributions---$156,656
Information Technology---$141,359
Insurance---$79,618
Fees for Services Accounting---$54,255
Travel---$23,966
Total Functional Expenses$0$0$0$7,097,534

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,097,534
Total Expenses per Audited Statements$7,097,534
Total Expenses per Form 990$7,097,534
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$107,532$361,239▲ $253,707
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares and Deposits$151,661,587
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 35% controlled entity
No
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
Yes
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 6

“General membership is determined by account holder. A share account delegates one share or vote.”

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

“Members vote for board members by proxy on an annual basis and may be solicited on vote on other matters, as required by the organizational bylaws.”

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

“Mergers are required to have approval of the general membership.”

Form 990, Part VI, Section B, Line 11B

“The data is compiled by the Accounting Manager and then is reviewed by the CFO prior to filing. No board review is conducted on the Form 990.”

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

“We have policies and procedures in place that have been approved by the board that we use to enforce compliance of the Conflict of Interest policy.”

Form 990, Part VI, Section B, Line 15

“The salary of the CEO position is deliberated by the board of directors. A salary survey is utilized in determining salary levels of CEO and other officers.”

Form 990, Part VI, Section C, Line 19

“The documents are made available upon receipt of written request from public or entity requesting such documents.”

Filing and Contact Details

Filer

Filer Name
Alive Credit Union
EIN
59-6138949
Phone
9042961292
Address
9790 Touchton Rd, Jacksonville, FL 32246

Signing Officer

Name
Ricky Joshi
Title
CFO
Phone
9049967490
Signed
2024-05-14

Organization Details

Principal Officer
Rose Gunter
Formed
1954
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
60
Volunteers
14
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“The Credit Union evaluated its tax positions and determined no uncertain tax positions exist as of December 31, 2023 and 2022.”

Raw XML AppendixShowing 400 of 583 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/Form990PartVIISectionAGrp/TitleTxt1CFO/VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2SVP
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
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IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt018670
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt07889595
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt067781
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0141359
IRS990/InsuranceGrp/TotalAmt079618
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt01105558
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01554534
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01554534
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09506275
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09527237
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051181246
IRS990/InvestmentsPubTradedSecGrp/EOYAmt038879778
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03957961
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04616166
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04647027
IRS990/LandBldgEquipCostOrOtherBssAmt08604988
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt088476
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt02781
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide low cost loans and other low cost financial services to members of Select Employee Groups.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt015431384
IRS990/NetAssetsOrFundBalancesEOYAmt017465045
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-69806
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-69806
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt065000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt065000
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01309841
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0278034
IRS990/OfficeExpensesGrp/TotalAmt0255016
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06092110
IRS990/OtherAssetsTotalGrp/EOYAmt06124125
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0194275
IRS990/OtherExpensesGrp/Desc0State and Regulatory Fees
IRS990/OtherExpensesGrp/Desc1Loan Provision and Other Losses
IRS990/OtherExpensesGrp/Desc2Card and Shared Branch Proc Expenses
IRS990/OtherExpensesGrp/Desc3Other Outside Processing Expenses
IRS990/OtherExpensesGrp/TotalAmt045787
IRS990/OtherExpensesGrp/TotalAmt1125562
IRS990/OtherExpensesGrp/TotalAmt2596413
IRS990/OtherExpensesGrp/TotalAmt3603056
IRS990/OtherLiabilitiesGrp/BOYAmt0159846807
IRS990/OtherLiabilitiesGrp/EOYAmt0151661587
IRS990/OtherOrganizationDsc0State Chartered Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01979159
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt091307417
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt093436933
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0174395
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0156656
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0470621
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0391660
IRS990/PrincipalOfficerNm0Rose Gunter
IRS990/PriorPeriodAdjustmentsAmt023016
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/Desc0Loan Interest Income
IRS990/ProgramServiceRevenueGrp/Desc1Card Interchange Income
IRS990/ProgramServiceRevenueGrp/Desc2Service Fee Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03867991
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1749112
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21443518
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03867991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1749112
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21500073
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt256555
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01046825
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03321563
IRS990/PYOtherRevenueAmt032584
IRS990/PYProgramServiceRevenueAmt05778079
IRS990/PYRevenuesLessExpensesAmt0809521
IRS990/PYSalariesCompEmpBnftPaidAmt02726404
IRS990/PYTotalExpensesAmt06047967
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06857488
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0107532
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0361239
IRS990/ReconcilationRevenueExpnssAmt0700804
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt065000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07798337
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015431384
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017465045
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010543756
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013178236
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02671986
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02454707
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05126693
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0700237
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0373987
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01460279
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01834266
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07097534
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt00
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0C
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt01596322
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01596322
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04732
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt042975
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt047707
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,473,997
Liabilities
$154,008,952
Net assets
$17,465,045
Revenue
$7,798,338
Expenses
$7,097,534
Net income
$700,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$280$254$26.3$13.2$11.6$1.65
2023Detailed filing. Detailed filing data is available for this year.$171$154$17.5$7.80$7.10$0.70
2022Detailed filing. Detailed filing data is available for this year.$177$162$15.4$6.86$6.05$0.81
2021Detailed filing. Detailed filing data is available for this year.$178$158$20.4$6.11$5.79$0.32
2020Detailed filing. Detailed filing data is available for this year.$162$141$20.9$6.06$5.92$0.14
2019Detailed filing. Detailed filing data is available for this year.$138$118$20.5$6.69$6.06$0.63
2018Detailed filing. Detailed filing data is available for this year.$130$111$19.3$6.43$5.74$0.69
2017Detailed filing. Detailed filing data is available for this year.$132$113$18.9$5.68$5.27$0.40
2016Detailed filing. Detailed filing data is available for this year.$128$109$18.5$5.36$5.09$0.27
2015Detailed filing. Detailed filing data is available for this year.$122$104$18.3$5.06$5.27$0.21
2014Detailed filing. Detailed filing data is available for this year.$124$105$18.7$5.18$5.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$122$104$18.8$5.38$5.20$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$107$18.9$4.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$88.5$18.7$5.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$111$92.2$18.6$5.64