Civic Intelligence

Ascension Credit Union

990 • Fiscal year 2015 • EIN 72-0828054

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

Organization Profilewww.ascensioncu.org

View Organization Page

PO Box 248Gonzales, LA 70707-0248

(225) 621-2800

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.90x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

42nd percentile

18.11x

Higher debt load relative to revenue than 42% of similar nonprofits.

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

Net Margin

1st percentile

-40%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

4th percentile

$54,778

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

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

Asset Growth

23rd percentile

1.2%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

38th percentile

0.5%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$55,676,644

Up $655,220 (+1.2%) from 2014

Net Assets

Down

$5,318,533

Down $1,102,942 (-17%) from 2014

Liabilities

Up

$50,358,111

Up $1,758,162 (+3.6%) from 2014

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin1st percentile

Revenue

Up

$2,780,945

Up $14,185 (+0.5%) from 2014

Expenses

Up

$3,883,887

Up $1,273,481 (+49%) from 2014

Net Income

Down

-$1,102,942

Down $1,259,296 (-805%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$150M$100M$50M$0Assets 2010: $51,240,455Liabilities 2010: $45,579,853Net Assets 2010: $5,660,6022010Assets 2011: $53,262,070Liabilities 2011: $47,399,597Net Assets 2011: $5,862,4732011Assets 2012: $56,796,552Liabilities 2012: $50,752,915Net Assets 2012: $6,043,6372012Assets 2013: $54,859,941Liabilities 2013: $48,594,819Net Assets 2013: $6,265,1222013Assets 2014: $55,021,424Liabilities 2014: $48,599,949Net Assets 2014: $6,421,4752014Assets 2015: $55,676,644Liabilities 2015: $50,358,111Net Assets 2015: $5,318,5332015Assets 2016: $61,572,966Liabilities 2016: $56,091,704Net Assets 2016: $5,481,2622016Assets 2017: $60,970,362Liabilities 2017: $55,023,373Net Assets 2017: $5,946,9892017Assets 2018: $61,696,707Liabilities 2018: $55,206,413Net Assets 2018: $6,490,2942018Assets 2019: $64,910,720Liabilities 2019: $57,911,705Net Assets 2019: $6,999,0152019Assets 2020: $77,292,293Liabilities 2020: $69,505,894Net Assets 2020: $7,786,3992020Assets 2021: $90,789,238Liabilities 2021: $80,991,771Net Assets 2021: $9,797,4672021Assets 2022: $94,667,489Liabilities 2022: $83,927,581Net Assets 2022: $10,739,9082022Assets 2023: $103,643,735Liabilities 2023: $92,435,416Net Assets 2023: $11,208,3192023Assets 2024: $101,168,494Liabilities 2024: $89,589,735Net Assets 2024: $11,578,7592024

Highlighted filing

2015

Assets$55,676,644
Liabilities$50,358,111
Net Assets$5,318,533
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,335,1942010Expenses 2011: $2,928,5932011Expenses 2012: $2,901,0632012Revenue 2013: $2,866,290Expenses 2013: $2,644,805Net Income 2013: $221,4852013Revenue 2014: $2,766,760Expenses 2014: $2,610,406Net Income 2014: $156,3542014Revenue 2015: $2,780,945Expenses 2015: $3,883,887Net Income 2015: -$1,102,9422015Revenue 2016: $3,050,408Expenses 2016: $2,893,679Net Income 2016: $156,7292016Revenue 2017: $3,538,562Expenses 2017: $3,072,835Net Income 2017: $465,7272017Revenue 2018: $4,015,535Expenses 2018: $3,472,230Net Income 2018: $543,3052018Revenue 2019: $4,358,405Expenses 2019: $3,849,684Net Income 2019: $508,7212019Revenue 2020: $4,818,884Expenses 2020: $4,031,500Net Income 2020: $787,3842020Revenue 2021: $7,057,832Expenses 2021: $5,046,764Net Income 2021: $2,011,0682021Revenue 2022: $5,797,294Expenses 2022: $4,854,853Net Income 2022: $942,4412022Revenue 2023: $6,820,440Expenses 2023: $6,352,630Net Income 2023: $467,8102023Revenue 2024: $7,784,631Expenses 2024: $7,413,590Net Income 2024: $371,0412024

Highlighted filing

2015

Revenue$2,780,945
Expenses$3,883,887
Net Income-$1,102,942
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Gross Receipts
$2,780,945
Mission and Program Overview

Mission

A member owned non-profit financial institution that provides financial products (savings, loans, etc) at competitive rates to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$26,066,807$28,192,726▲ $2,125,919
Investments Other Securities$19,898,115$21,013,068▲ $1,114,953
Rtn Earn Endowment Incm Other Fnds$5,466,406$4,363,464▼ $1,102,942
Savings and Temporary Cash Investments$3,245,233$2,952,272▼ $292,961
Land, Buildings, and Equipment, Net$3,537,217$2,295,785▼ $1,241,432
Pd in Cap Srpls Land Bldg Eqp Fund$955,069$955,069→ $0
Cash and Non-Interest-Bearing Accounts$1,407,286$362,882▼ $1,044,404
Prepaid Expenses and Deferred Charges$0$206,806▲ $206,806
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 Program Related$0$0→ $0
Investments in Publicly Traded Securities$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$55,021,424$55,676,644▲ $655,220
Other Assets Total$866,766$653,105▼ $213,661
Liabilities
Other Liabilities$48,324,611$50,051,378▲ $1,726,767
Accounts Payable and Accrued Expenses$275,338$306,733▲ $31,395
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$48,599,949$50,358,111▲ $1,758,162
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,421,475$5,318,533▼ $1,102,942
Total Liabilities and Net Assets / Fund Balance$55,021,424$55,676,644▲ $655,220

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,582,366$1,634,778$0
Other Land Buildings$0$0$0
Land$647,374-$0
Equipment$66,045$893,487$0
Leasehold Improvements$0$0$0
Other Securities$128,105--
Closely Held Equity Interests$0--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lloyd CockerhamCEOFT$54,778$54,778

Board Members and Trustees

NameTitle
James MooreVolunteer Board Chairman
Robert ClouatreVolunteer Board Vice Chairman
Denise GravesVolunteer Board of Directors
Judy BurnsVolunteer Board of Directors
Lisa MeyererVolunteer Board of Directors
Donald SongyVolunteer Board Treasurer
Valine LaBordeVolunteer BOD Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,585,548
Investment Income
$195,397
Other Revenue
$0
Change in Net Assets
$-1,102,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,869,448
Salaries, Compensation, and Employee Benefits$1,014,439
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$776,391
Information Technology---$320,905
Office Expenses---$320,584
Interest---$133,547
Depreciation Depletion---$124,368
Occupancy---$111,681
Other Employee Benefits---$104,007
Payroll Taxes---$71,435
Conferences and Meetings---$68,526
Advertising---$56,737
Current Officers, Directors, Trustees, and Key Employees---$54,776
Insurance---$43,216
Other Expenses---$32,436
Pension Plan Contributions---$7,830
Total Functional Expenses$0$0$0$3,883,887
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Member Savings Accounts$27,614,835
Certificates of Deposit issued to Members$12,560,363
Member Checking Accounts$7,124,526
Member IRA Deposits$2,751,654
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“As a member owned financial cooperative, there are no stockholders. The organization had 7,884 members as of the report date.”

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

“Members of the governing body are elected by the membership”

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

“The credit union CEO or Board President reviews the Form 990.”

Form 990, Part VI, Section B, Line 15

“Salary of the CEO is based on performance and comparable salaries for similar size credit unions. No other officers or directors receive monetary compensation.”

Form 990, Part VI, Section C, Line 19

“The financial statements are posted in the credit union office. In addition, financial statements are filed with regulatory agencies and are publicly available at www.ncua.gov. Policies and other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ascension Credit Union
EIN
72-0828054
Phone
2256212800
Address
PO Box 248, Gonzales, LA 70707-0248

Signing Officer

Name
Lloyd Cockerham
Title
CEO
Phone
2256212800
Signed
2016-05-09
Discuss with paid preparer
No

Organization Details

Principal Officer
Lloyd Cockerham
Formed
1974
Legal Domicile
La
Voting Board Members
7
Independent Board Members
7
Employees
35
Volunteers
12

Preparer

Firm
James Jordan CPA LLC
Address
P O Box 86761, Baton Rouge, LA 70817
Preparer
James Jordan
Phone
2253377645
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A member owned non-profit financial institution that provides financial products (savings, loans, etc) at competitive rates to members.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06421475
IRS990/NetAssetsOrFundBalancesEOYAmt05318533
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt049130
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0111681
IRS990/OfficeExpensesGrp/TotalAmt0320584
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0866766
IRS990/OtherAssetsTotalGrp/EOYAmt0653105
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0104007
IRS990/OtherExpensesGrp/Desc0Loan Loss Allowance and Loan Servicing
IRS990/OtherExpensesGrp/Desc1Writedown of Prairieville Branch
IRS990/OtherExpensesGrp/Desc2Professional and Outside Services
IRS990/OtherExpensesGrp/Desc3Exam Fees and Other Miscellaneous Expenses
IRS990/OtherExpensesGrp/TotalAmt0375628
IRS990/OtherExpensesGrp/TotalAmt11161416
IRS990/OtherExpensesGrp/TotalAmt2120404
IRS990/OtherExpensesGrp/TotalAmt332436
IRS990/OtherLiabilitiesGrp/BOYAmt048324611
IRS990/OtherLiabilitiesGrp/EOYAmt050051378
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0776391
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt026066807
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt028192726
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt071435
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt0955069
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt0955069
IRS990/PensionPlanContributionsGrp/TotalAmt07830
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0206806
IRS990/PrincipalOfficerNm0Lloyd Cockerham
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/BusinessCd3522130
IRS990/ProgramServiceRevenueGrp/Desc0Income on Loans and Credit Cards
IRS990/ProgramServiceRevenueGrp/Desc1Fee Income
IRS990/ProgramServiceRevenueGrp/Desc2Other Operating Income
IRS990/ProgramServiceRevenueGrp/Desc3Non-Operating Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01497588
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1508122
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2530562
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01497588
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1516336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2571478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3146
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt18214
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt240916
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgSrvcAccomActy2Grp/Desc0provide savings and checking accounts and related products/services for access to those accounts. Total member of deposits of $50,051,378 outstanding to 7,884 members.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01820904
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01073654
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0152241
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01629800
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02614519
IRS990/PYRevenuesLessExpensesAmt0156354
IRS990/PYSalariesCompEmpBnftPaidAmt0980606
IRS990/PYTotalExpensesAmt02610406
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02766760
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1102942
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01707291
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05466406
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04363464
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03245233
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02952272
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01582366
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01634778
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03217144
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt066045
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0893487
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0959532
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt00
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0647374
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0647374
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027614835
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17124526
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt212560363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32751654
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Member Savings Accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Member Checking Accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Certificates of Deposit issued to Members
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Member IRA Deposits
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt020392030
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1492933

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$55,676,644
Liabilities
$50,358,111
Net assets
$5,318,533
Revenue
$2,780,945
Expenses
$3,883,887
Net income
-$1,102,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$89.6$11.6$7.78$7.41$0.37
2023Summary only. Only limited summary data is available for this year.$104$92.4$11.2$6.82$6.35$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.7$83.9$10.7$5.80$4.85$0.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.8$81.0$9.80$7.06$5.05$2.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.3$69.5$7.79$4.82$4.03$0.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.9$57.9$7.00$4.36$3.85$0.51
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.7$55.2$6.49$4.02$3.47$0.54
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$55.0$5.95$3.54$3.07$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.6$56.1$5.48$3.05$2.89$0.16
2015Detailed filing. Detailed filing data is available for this year.$55.7$50.4$5.32$2.78$3.88$1.10
2014Summary only. Only limited summary data is available for this year.$55.0$48.6$6.42$2.77$2.61$0.16
2013Detailed filing. Detailed filing data is available for this year.$54.9$48.6$6.27$2.87$2.64$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.8$50.8$6.04$2.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.3$47.4$5.86$2.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.2$45.6$5.66$3.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)14 • $50M-$100M nonprofits