Civic Intelligence

Beacon Community Credit Union

990 • Fiscal year 2015 • EIN 61-0606766

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

Organization Profilewww.beaconccu.org

View Organization Page

7910 National TurnpikeLouisville, KY 40214

(502) 366-6022

Siviq Scores

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

Liabilities / Assets

41st percentile

0.88x

Higher debt load relative to assets than 41% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

26th percentile

15.48x

Higher debt load relative to revenue than 26% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2015

Net Margin

46th percentile

8.1%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

59th percentile

$144,051

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2015

Asset Growth

42nd percentile

3.0%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

4.0%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$55,033,259

Up $1,622,771 (+3.0%) from 2014

Net Assets

Up

$6,489,685

Up $147,192 (+2.3%) from 2014

Liabilities

Up

$48,543,574

Up $1,475,579 (+3.1%) from 2014

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin46th percentile

Revenue

Up

$3,136,023

Up $121,267 (+4.0%) from 2014

Expenses

Up

$2,882,301

Up $159,500 (+5.9%) from 2014

Net Income

Down

$253,722

Down $38,233 (-13%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$100M$50M$0Assets 2011: $45,554,182Liabilities 2011: $40,690,917Net Assets 2011: $4,863,2652011Assets 2012: $48,644,164Liabilities 2012: $43,009,567Net Assets 2012: $5,634,5972012Assets 2013: $49,753,030Liabilities 2013: $44,109,893Net Assets 2013: $5,643,1372013Assets 2014: $53,410,488Liabilities 2014: $47,067,995Net Assets 2014: $6,342,4932014Assets 2015: $55,033,259Liabilities 2015: $48,543,574Net Assets 2015: $6,489,6852015Assets 2016: $59,451,879Liabilities 2016: $52,772,001Net Assets 2016: $6,679,8782016Assets 2017: $61,618,454Liabilities 2017: $54,708,598Net Assets 2017: $6,909,8562017Assets 2018: $60,975,053Liabilities 2018: $53,927,483Net Assets 2018: $7,047,5702018Assets 2019: $64,221,984Liabilities 2019: $56,562,404Net Assets 2019: $7,659,5802019Assets 2020: $80,805,253Liabilities 2020: $72,970,302Net Assets 2020: $7,834,9512020Assets 2021: $83,231,429Liabilities 2021: $75,122,993Net Assets 2021: $8,108,4362021Assets 2022: $77,029,412Liabilities 2022: $69,658,927Net Assets 2022: $7,370,4852022Assets 2023: $74,782,051Liabilities 2023: $67,363,884Net Assets 2023: $7,418,1672023

Highlighted filing

2015

Assets$55,033,259
Liabilities$48,543,574
Net Assets$6,489,685
Open 2015 Filing

Operations Trend

Revenue Growth64th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,569,0692011Expenses 2012: $2,519,8432012Revenue 2013: $3,025,240Expenses 2013: $2,412,187Net Income 2013: $613,0532013Revenue 2014: $3,014,756Expenses 2014: $2,722,801Net Income 2014: $291,9552014Revenue 2015: $3,136,023Expenses 2015: $2,882,301Net Income 2015: $253,7222015Revenue 2016: $3,270,213Expenses 2016: $3,129,039Net Income 2016: $141,1742016Revenue 2017: $3,418,949Expenses 2017: $3,179,450Net Income 2017: $239,4992017Revenue 2018: $3,621,076Expenses 2018: $3,441,060Net Income 2018: $180,0162018Revenue 2019: $3,933,841Expenses 2019: $3,449,895Net Income 2019: $483,9462019Revenue 2020: $3,846,719Expenses 2020: $3,771,956Net Income 2020: $74,7632020Revenue 2021: $4,002,052Expenses 2021: $3,579,845Net Income 2021: $422,2072021Revenue 2022: $3,993,134Expenses 2022: $3,764,453Net Income 2022: $228,6812022Revenue 2023: $4,229,606Expenses 2023: $4,250,727Net Income 2023: -$21,1212023

Highlighted filing

2015

Revenue$3,136,023
Expenses$2,882,301
Net Income$253,722
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.1
Gross Receipts
$3,136,023
Mission and Program Overview

Mission

Provide affordable financial services with a commitment to excellence.

Beacon Community Credit Union is a financial institution cooperative organized to provide loan and deposit products and services for its member owners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$24,961,331$23,432,983▼ $1,528,348
Other Notes and Loans Receivable, Net$18,591,647$21,578,493▲ $2,986,846
Rtn Earn Endowment Incm Other Fnds$6,342,493$6,489,685▲ $147,192
Savings and Temporary Cash Investments$2,844,945$2,526,154▼ $318,791
Land, Buildings, and Equipment, Net$2,385,594$2,345,575▼ $40,019
Cash and Non-Interest-Bearing Accounts$760,727$1,071,350▲ $310,623
Prepaid Expenses and Deferred Charges$79,878$148,311▲ $68,433
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments in Publicly Traded Securities$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$53,410,488$55,033,259▲ $1,622,771
Other Assets Total$3,786,366$3,930,393▲ $144,027
Liabilities
Other Liabilities$46,590,912$47,908,908▲ $1,317,996
Accounts Payable and Accrued Expenses$477,083$634,666▲ $157,583
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$47,067,995$48,543,574▲ $1,475,579
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,342,493$6,489,685▲ $147,192
Total Liabilities and Net Assets / Fund Balance$53,410,488$55,033,259▲ $1,622,771

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,551,959$710,674$2,262,633
Land$598,424-$598,424
Equipment$195,192$143,362$338,554
Investment Program Related Org$223,233--
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0
Other Assets Org$11,098--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Penny HasekerChief Executive OfficerFT$112,451$31,600$144,051

Board Members and Trustees

NameTitle
Raymond JacobiChairman
Norman NicholasVice Chairman
Bill WackerDirector
David ShuffDirector
James CissellDirector
Ken JinksDirector
William SmithDirector
Debbie BraunSecretary
Robert WeiterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,518,277
Investment Income
$617,746
Other Revenue
$0
Change in Net Assets
$253,722

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,136,023
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,136,023
Total Revenue per Form 990
$3,136,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,638,935
Salaries, Compensation, and Employee Benefits$1,243,366
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$662,446$195,939$0$858,385
Interest$175,223$0$0$175,223
Other Employee Benefits$54,773$110,291$0$165,064
Advertising$157,280$0$0$157,280
Depreciation Depletion$127,827$13,318$0$141,145
Office Expenses$131,365$0$0$131,365
Occupancy$105,166$11,685$0$116,851
Current Officers, Directors, Trustees, and Key Employees$0$112,451$0$112,451
Payroll Taxes$50,547$30,980$0$81,527
Information Technology$67,952$0$0$67,952
Conferences and Meetings$35,486$240$0$35,726
Insurance$29,264$0$0$29,264
Pension Plan Contributions$16,082$9,857$0$25,939
Fees for Services Management$0$21,760$0$21,760
Fees for Services Accounting$0$18,930$0$18,930
Other Expenses$0$6,000$0$6,000
All Other Expenses$0$1,979$0$1,979
Fees for Services Legal$0$1,200$0$1,200
Total Functional Expenses$2,347,671$534,630$0$2,882,301

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,882,301
Total Expenses per Audited Statements$2,882,301
Total Expenses per Form 990$2,882,301
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members share savings$22,157,557
Members share certificates$12,271,387
Members draft checking$6,966,161
Members money market savings$3,406,157
Members IRA certificates$1,578,797
Members IRA savings$1,528,849
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
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

“All credit unions by charter are member owned.”

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

“All of the governing body is elected by the membership.”

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

“The 990 is reviewed by management and the Board of Directors prior to submission.”

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

“The conflict of interest policy is reviewed by the employees and the Board of Directors annually.”

Form 990, Part VI, Section B, Line 15

“Compensation of key employees is approved by the Board of Directors. Independent compensation surveys are utilized as a tool in setting compensation levels.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Beacon Community Credit Union
EIN
61-0606766
Phone
5023666022
Address
7910 National Turnpike, Louisville, KY 40214

Signing Officer

Name
Penny Haseker
Title
Chief Executive Officer
Phone
5023666022
Signed
2016-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Penny Haseker
Formed
1947
Legal Domicile
Ky
Voting Board Members
9
Independent Board Members
9
Employees
33
Volunteers
14

Preparer

Firm
Schmidt & Associates
Address
P O Box 2588, Columbus, OH 43216
Preparer
Melissa Schmidt
Phone
6145291640
Raw XML AppendixShowing 400 of 626 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm0Raymond Jacobi
IRS990/Form990PartVIISectionAGrp/PersonNm1Norman Nicholas
IRS990/Form990PartVIISectionAGrp/PersonNm2Robert Weiter
IRS990/Form990PartVIISectionAGrp/PersonNm3Debbie Braun
IRS990/Form990PartVIISectionAGrp/PersonNm4James Cissell
IRS990/Form990PartVIISectionAGrp/PersonNm5Ken Jinks
IRS990/Form990PartVIISectionAGrp/PersonNm6David Shuff
IRS990/Form990PartVIISectionAGrp/PersonNm7William Smith
IRS990/Form990PartVIISectionAGrp/PersonNm8Bill Wacker
IRS990/Form990PartVIISectionAGrp/PersonNm9Penny Haseker
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chief Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03136023
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt067952
IRS990/InformationTechnologyGrp/TotalAmt067952
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt029264
IRS990/InsuranceGrp/TotalAmt029264
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt0175223
IRS990/InterestGrp/TotalAmt0175223
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0617746
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0617746
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt024961331
IRS990/InvestmentsProgramRelatedGrp/EOYAmt023432983
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt0850
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0854036
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02385594
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02345575
IRS990/LandBldgEquipCostOrOtherBssAmt03199611
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Provide affordable financial services with a commitment to excellence.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06342493
IRS990/NetAssetsOrFundBalancesEOYAmt06489685
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-106530
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011685
IRS990/OccupancyGrp/ProgramServicesAmt0105166
IRS990/OccupancyGrp/TotalAmt0116851
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0131365
IRS990/OfficeExpensesGrp/TotalAmt0131365
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03786366
IRS990/OtherAssetsTotalGrp/EOYAmt03930393
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0110291
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt054773
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0165064
IRS990/OtherExpensesGrp/Desc0Share servicing
IRS990/OtherExpensesGrp/Desc1Loan servicing (collections, credit cards)
IRS990/OtherExpensesGrp/Desc2Repairs and maintenance
IRS990/OtherExpensesGrp/Desc3Regulators
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36000
IRS990/OtherExpensesGrp/ProgramServicesAmt0476790
IRS990/OtherExpensesGrp/ProgramServicesAmt1164048
IRS990/OtherExpensesGrp/ProgramServicesAmt293422
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0476790
IRS990/OtherExpensesGrp/TotalAmt1164048
IRS990/OtherExpensesGrp/TotalAmt293422
IRS990/OtherExpensesGrp/TotalAmt36000
IRS990/OtherLiabilitiesGrp/BOYAmt046590912
IRS990/OtherLiabilitiesGrp/EOYAmt047908908
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0195939
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0662446
IRS990/OtherSalariesAndWagesGrp/TotalAmt0858385
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt018591647
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt021578493
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030980
IRS990/PayrollTaxesGrp/ProgramServicesAmt050547
IRS990/PayrollTaxesGrp/TotalAmt081527
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09857
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016082
IRS990/PensionPlanContributionsGrp/TotalAmt025939
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt079878
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0148311
IRS990/PrincipalOfficerNm0Penny Haseker
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/Desc0Interest on loans to members
IRS990/ProgramServiceRevenueGrp/Desc1Fees to members
IRS990/ProgramServiceRevenueGrp/Desc2ATM surcharges to non members
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01267918
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11239119
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01267918
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11239119
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211240
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt211240
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0580357
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01482109
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02434399
IRS990/PYRevenuesLessExpensesAmt0291955
IRS990/PYSalariesCompEmpBnftPaidAmt01240692
IRS990/PYTotalExpensesAmt02722801
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03014756
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,033,259
Liabilities
$48,543,574
Net assets
$6,489,685
Revenue
$3,136,023
Expenses
$2,882,301
Net income
$253,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$74.8$67.4$7.42$4.23$4.25$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.0$69.7$7.37$3.99$3.76$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.2$75.1$8.11$4.00$3.58$0.42
2020Summary only. Only limited summary data is available for this year.$80.8$73.0$7.83$3.85$3.77$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$56.6$7.66$3.93$3.45$0.48
2018Summary only. Only limited summary data is available for this year.$61.0$53.9$7.05$3.62$3.44$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.6$54.7$6.91$3.42$3.18$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.5$52.8$6.68$3.27$3.13$0.14
2015Detailed filing. Detailed filing data is available for this year.$55.0$48.5$6.49$3.14$2.88$0.25
2014Detailed filing. Detailed filing data is available for this year.$53.4$47.1$6.34$3.01$2.72$0.29
2013Detailed filing. Detailed filing data is available for this year.$49.8$44.1$5.64$3.03$2.41$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.6$43.0$5.63$2.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.6$40.7$4.86$2.57