Civic Intelligence

St Thomas Credit Union

990 • Fiscal year 2017 • EIN 62-6047295

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileWWW.STTHOMASCU.ORG

View Organization Page

4230 Harding Rd SUITE 103Nashville, TN 37205

(615) 292-7828

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.90x

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

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

16.02x

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

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Net Margin

48th percentile

8.5%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$74,610

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Asset Growth

36th percentile

0.9%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

1.5%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$26,182,574

Up $227,847 (+0.9%) from 2016

Net Assets

Up

$2,666,455

Up $146,728 (+5.8%) from 2016

Liabilities

Up

$23,516,119

Up $81,119 (+0.3%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin48th percentile

Revenue

Up

$1,467,892

Up $22,376 (+1.5%) from 2016

Expenses

Down

$1,343,305

Down $11,768 (-0.9%) from 2016

Net Income

Up

$124,587

Up $34,144 (+38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$40M$30M$20M$10M$0Assets 2010: $17,416,739Liabilities 2010: $15,412,570Net Assets 2010: $2,004,1692010Assets 2011: $23,031,668Liabilities 2011: $21,075,706Net Assets 2011: $1,955,9622011Assets 2012: $23,789,190Liabilities 2012: $21,881,543Net Assets 2012: $1,907,6472012Assets 2013: $24,217,051Liabilities 2013: $22,282,621Net Assets 2013: $1,934,4302013Assets 2014: $24,114,100Liabilities 2014: $22,178,437Net Assets 2014: $1,935,6632014Assets 2015: $25,514,673Liabilities 2015: $23,135,560Net Assets 2015: $2,379,1132015Assets 2016: $25,954,727Liabilities 2016: $23,435,000Net Assets 2016: $2,519,7272016Assets 2017: $26,182,574Liabilities 2017: $23,516,119Net Assets 2017: $2,666,4552017Assets 2018: $26,050,335Liabilities 2018: $22,917,416Net Assets 2018: $3,132,9192018Assets 2019: $27,345,203Liabilities 2019: $24,100,968Net Assets 2019: $3,244,2352019Assets 2020: $31,009,145Liabilities 2020: $27,730,296Net Assets 2020: $3,278,8492020Assets 2021: $33,409,683Liabilities 2021: $30,038,908Net Assets 2021: $3,370,7752021Assets 2022: $35,431,757Liabilities 2022: $31,874,067Net Assets 2022: $3,557,6902022Assets 2023: $36,326,618Liabilities 2023: $32,467,897Net Assets 2023: $3,858,7212023Assets 2024: $39,235,707Liabilities 2024: $34,968,868Net Assets 2024: $4,266,8392024

Highlighted filing

2017

Assets$26,182,574
Liabilities$23,516,119
Net Assets$2,666,455
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,296,7092010Revenue 2011: $1,196,456Expenses 2011: $1,244,681Net Income 2011: -$48,2252011Expenses 2012: $1,485,2032012Revenue 2013: $1,344,887Expenses 2013: $1,318,196Net Income 2013: $26,6912013Revenue 2014: $1,351,950Expenses 2014: $1,350,894Net Income 2014: $1,0562014Revenue 2015: $1,304,111Expenses 2015: $1,293,303Net Income 2015: $10,8082015Revenue 2016: $1,445,516Expenses 2016: $1,355,073Net Income 2016: $90,4432016Revenue 2017: $1,467,892Expenses 2017: $1,343,305Net Income 2017: $124,5872017Revenue 2018: $1,882,111Expenses 2018: $1,417,608Net Income 2018: $464,5032018Revenue 2019: $1,589,895Expenses 2019: $1,478,901Net Income 2019: $110,9942019Revenue 2020: $1,546,875Expenses 2020: $1,512,389Net Income 2020: $34,4862020Revenue 2021: $1,471,887Expenses 2021: $1,380,086Net Income 2021: $91,8012021Revenue 2022: $1,631,828Expenses 2022: $1,445,021Net Income 2022: $186,8072022Revenue 2023: $2,154,310Expenses 2023: $1,853,442Net Income 2023: $300,8682023Revenue 2024: $2,709,333Expenses 2024: $2,301,355Net Income 2024: $407,9782024

Highlighted filing

2017

Revenue$1,467,892
Expenses$1,343,305
Net Income$124,587
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.0
Gross Receipts
$1,467,892
Mission and Program Overview

Mission

Credit union providing financial service and education to membership base.

Credit union providing financial service and education to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$20,083,646$19,498,501▼ $585,145
Investments Other Securities$3,773,378$4,473,479▲ $700,101
Rtn Earn Endowment Incm Other Fnds$2,519,727$2,666,455▲ $146,728
Land, Buildings, and Equipment, Net$844,788$829,922▼ $14,866
Savings and Temporary Cash Investments$369,878$477,180▲ $107,302
Cash and Non-Interest-Bearing Accounts$388,240$428,068▲ $39,828
Accounts Receivable$149,990$143,915▼ $6,075
Prepaid Expenses and Deferred Charges$118,357$39,757▼ $78,600
Inventories for Sale or Use$6,794$1,439▼ $5,355
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$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
Loans From Officers Directors$0$0→ $0
Total Assets$25,954,727$26,182,574▲ $227,847
Other Assets Total$219,656$290,313▲ $70,657
Liabilities
Other Liabilities$23,329,788$23,399,073▲ $69,285
Accounts Payable and Accrued Expenses$105,212$117,046▲ $11,834
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$23,435,000$23,516,119▲ $81,119
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,519,727$2,666,455▲ $146,728
Total Liabilities and Net Assets / Fund Balance$25,954,727$26,182,574▲ $227,847

Asset Categories

AssetBook ValueDepreciationBasis
Land$770,386-$770,386
Equipment$31,524$274,243$305,767
Leasehold Improvements$28,012$64,948$92,960
Buildings$0$0$0
Other Land Buildings$0$0$0
Other Securities$133,479--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary ColemanGeneral ManagerFT$74,610$74,610
Chloe NguyenFinancial ManagerFT$67,384$67,384
William DunnOperations ManagerFT$47,456$47,456

Board Members and Trustees

NameTitle
Derrick CoxBoard of Directors- Chairperson
Sherry WarrenBoard of Directors- Vice Chairperson
Beth SmithBoard Member
Deborah CrunkBoard Member
Deborah PittsBoard Member
Patricia HutchinsonBoard Member
Susan FussellBoard of Directors- Secretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,410,907
Investment Income
$56,985
Other Revenue
$0
Change in Net Assets
$124,587

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,467,892
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,467,892
Total Revenue per Form 990
$1,467,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$773,649
Salaries, Compensation, and Employee Benefits$569,656
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$293,977
Fees for Services Other---$210,537
Current Officers, Directors, Trustees, and Key Employees---$166,551
Occupancy---$97,969
Office Expenses---$67,650
Other Employee Benefits---$61,369
Interest---$58,813
Payroll Taxes---$38,674
Depreciation Depletion---$30,878
Insurance---$20,178
Other Expenses---$18,386
Information Technology---$15,019
Payments to Affiliates---$14,148
Conferences and Meetings---$9,675
Pension Plan Contributions---$9,085
Advertising---$6,820
Fees for Services Legal---$5,829
Travel---$1,986
Total Functional Expenses$0$0$0$1,343,305

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,343,305
Total Expenses per Audited Statements$1,343,305
Total Expenses per Form 990$1,343,305
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
Shares Deposit$12,671,743
CDs Deposit$2,944,679
IRAs Deposit$2,741,481
Share Drafts Deposit$2,650,912
Money Markets Deposit$2,297,655
Christmas Club$92,603
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“credit union is a cooperative of membership. We do not have stockholders. Only board of directors who are volunteers and are members of the credit union.”

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

“annual meetings are held whereby members have an opportunity to vote for board of directors who are volunteers and members of the credit union.”

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

“credit union daily operations are managed by paid employees who report directly to the board of directors. Any decisions which could impact the credit union greatly, for example, a merger, has to be approved by 2/3 of the membership.”

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

“Form is made available (upload to board website), and filing is noted in monthly board of director minutes.”

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

“Policy is reviewed annually and all volunteers and employees are required to turn in a signed acknowledgement form kept at the credit union by the compliance officer.”

Form 990, Part VI, Section B, Line 15

“Salaries of key management and employees are reviewed annually, and compared with other similar asset sized credit unions from a survey conducted and distributed to credit union by an independent party.”

Form 990, Part VI, Section C, Line 19

“financial statements are posted in the main lobby of the credit union. All other policies and related documents are provided upon request.”

Filing and Contact Details

Filer

Filer Name
St Thomas Credit Union
EIN
62-6047295
Phone
6152927828
Address
4230 Harding Rd SUITE 103, NASHVILLE, TN 37205

Signing Officer

Name
Chloe Nguyen
Title
Financial Manager
Phone
6152927828
Signed
2018-11-14

Organization Details

Principal Officer
Mary Coleman
Formed
1959
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
7
Employees
13
Volunteers
11
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“payments to vendors.”

Form 990, Part XI, Line 9

“Total equity, include fair value adjustments from a prior merger.”

Raw XML AppendixShowing 400 of 500 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/TitleTxt2Board of Directors- Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Financial Manager
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IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt015019
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/TotalAmt020178
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt058813
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06794
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01439
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt056985
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056985
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03773378
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04473479
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0339191
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0844788
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0829922
IRS990/LandBldgEquipCostOrOtherBssAmt01169113
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CREDIT UNION PROVIDING FINANCIAL SERVICE AND EDUCATION TO MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02519727
IRS990/NetAssetsOrFundBalancesEOYAmt02666455
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt097969
IRS990/OfficeExpensesGrp/TotalAmt067650
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0219656
IRS990/OtherAssetsTotalGrp/EOYAmt0290313
IRS990/OtherChangesInNetAssetsAmt022141
IRS990/OtherEmployeeBenefitsGrp/TotalAmt061369
IRS990/OtherExpensesGrp/Desc0loans servicing
IRS990/OtherExpensesGrp/Desc1provision for loan losses
IRS990/OtherExpensesGrp/Desc2operation cash outages
IRS990/OtherExpensesGrp/Desc3misc operating
IRS990/OtherExpensesGrp/TotalAmt091129
IRS990/OtherExpensesGrp/TotalAmt1120000
IRS990/OtherExpensesGrp/TotalAmt24632
IRS990/OtherExpensesGrp/TotalAmt318386
IRS990/OtherLiabilitiesGrp/BOYAmt023329788
IRS990/OtherLiabilitiesGrp/EOYAmt023399073
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0293977
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt020083646
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt019498501
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt014148
IRS990/PayrollTaxesGrp/TotalAmt038674
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt09085
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0118357
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039757
IRS990/PrincipalOfficerNm0Mary Coleman
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt043284
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0758854
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01402232
IRS990/PYRevenuesLessExpensesAmt090443
IRS990/PYSalariesCompEmpBnftPaidAmt0596219
IRS990/PYTotalExpensesAmt01355073
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01445516
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0124587
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01467892
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02519727
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02666455
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0369878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0477180
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt031524
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0274243
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0305767
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01343305
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0770386
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0770386
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt028012
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt064948
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt092960
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012671743
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12650912
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt292603
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32297655
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt42741481
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt52944679
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Shares Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Share Drafts Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Christmas Club
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Money Markets Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4IRAs Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5CDs Deposit
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03590000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1750000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2133479
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Commerical Banks CDs
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Other Credit Unions CDs
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Corporate Credit Union Membership Share
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01467892
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0829922
IRS990ScheduleD/TotalBookValueSecuritiesAmt04473479
IRS990ScheduleD/TotalExpensesPerForm990Amt01343305
IRS990ScheduleD/TotalLiabilityAmt023399073
IRS990ScheduleD/TotalRevenuePerForm990Amt01467892
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01467892
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01343305
IRS990/ScheduleJRequiredInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,182,574
Liabilities
$23,516,119
Net assets
$2,666,455
Revenue
$1,467,892
Expenses
$1,343,305
Net income
$124,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.2$35.0$4.27$2.71$2.30$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$32.5$3.86$2.15$1.85$0.30
2022Detailed filing. Detailed filing data is available for this year.$35.4$31.9$3.56$1.63$1.45$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$30.0$3.37$1.47$1.38$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$27.7$3.28$1.55$1.51$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$24.1$3.24$1.59$1.48$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.1$22.9$3.13$1.88$1.42$0.46
2017Detailed filing. Detailed filing data is available for this year.$26.2$23.5$2.67$1.47$1.34$0.12
2016Detailed filing. Detailed filing data is available for this year.$26.0$23.4$2.52$1.45$1.36$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$23.1$2.38$1.30$1.29$0.01
2014Detailed filing. Detailed filing data is available for this year.$24.1$22.2$1.94$1.35$1.35$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$22.3$1.93$1.34$1.32$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$21.9$1.91$1.49
2011Summary only. Only limited summary data is available for this year.$23.0$21.1$1.96$1.20$1.24$0.05
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$15.4$2.00$1.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)14 • $25M-$50M nonprofits