Civic Intelligence

Priority Trust Credit Union

990 • Fiscal year 2019 • EIN 74-0695230

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 05, 2020

Organization ProfileN/A

View Organization Page

9998 Almeda Genoa RdHouston, TX 77075

(713) 970-6273

Siviq Scores

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

Liabilities / Assets

98th percentile

0.93x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

12th percentile

11.77x

Higher debt load relative to revenue than 12% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Net Margin

23rd percentile

7.5%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$196,868

Higher top officer pay than 40% of similar nonprofits.

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

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Asset Growth

16th percentile

0.7%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2017 to 2019

Revenue Growth

45th percentile

7.6%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$123,024,703

Up $1,598,267 (+1.3%) from 2017

Net Assets

Up

$8,747,583

Up $513,892 (+6.2%) from 2017

Liabilities

Up

$114,277,120

Up $1,084,375 (+1.0%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin23rd percentile

Revenue

Up

$9,709,604

Up $1,329,125 (+16%) from 2017

Expenses

Up

$8,983,194

Up $671,566 (+8.1%) from 2017

Net Income

Up

$726,410

Up $657,559 (+955%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$200M$150M$100M$50M$0Assets 2010: $90,902,357Liabilities 2010: $83,435,214Net Assets 2010: $7,467,1432010Assets 2011: $89,691,534Liabilities 2011: $81,929,624Net Assets 2011: $7,761,9102011Assets 2012: $90,429,739Liabilities 2012: $83,222,370Net Assets 2012: $7,207,3692012Assets 2013: $95,465,058Liabilities 2013: $87,490,192Net Assets 2013: $7,974,8662013Assets 2014: $106,769,286Liabilities 2014: $97,330,518Net Assets 2014: $9,438,7682014Assets 2015: $108,781,056Liabilities 2015: $100,738,178Net Assets 2015: $8,042,8782015Assets 2016: $116,487,923Liabilities 2016: $109,054,087Net Assets 2016: $7,433,8362016Assets 2017: $121,426,436Liabilities 2017: $113,192,745Net Assets 2017: $8,233,6912017Assets 2019: $123,024,703Liabilities 2019: $114,277,120Net Assets 2019: $8,747,5832019Assets 2020: $125,027,756Liabilities 2020: $117,864,531Net Assets 2020: $7,163,2252020Assets 2021: $132,777,176Liabilities 2021: $115,165,588Net Assets 2021: $17,611,5882021Assets 2022: $196,739,060Liabilities 2022: $8,046,922Net Assets 2022: $188,692,1382022Assets 2023: $189,539,846Liabilities 2023: $5,671,940Net Assets 2023: $183,867,9062023Assets 2024: $194,130,565Liabilities 2024: $5,595,829Net Assets 2024: $188,534,7362024

Highlighted filing

2019

Assets$123,024,703
Liabilities$114,277,120
Net Assets$8,747,583
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,079,3522010Expenses 2011: $7,927,2122011Expenses 2012: $7,692,4572012Revenue 2013: $8,140,097Expenses 2013: $7,369,021Net Income 2013: $771,0762013Revenue 2014: $8,107,012Expenses 2014: $7,065,122Net Income 2014: $1,041,8902014Revenue 2015: $7,831,957Expenses 2015: $7,681,143Net Income 2015: $150,8142015Revenue 2016: $8,195,258Expenses 2016: $8,062,229Net Income 2016: $133,0292016Revenue 2017: $8,380,479Expenses 2017: $8,311,628Net Income 2017: $68,8512017Revenue 2019: $9,709,604Expenses 2019: $8,983,194Net Income 2019: $726,4102019Revenue 2020: $8,968,787Expenses 2020: $9,264,302Net Income 2020: -$295,5152020Revenue 2021: $9,356,644Expenses 2021: $8,809,553Net Income 2021: $547,0912021Revenue 2022: $15,178,327Expenses 2022: $14,702,092Net Income 2022: $476,2352022Revenue 2023: $13,776,593Expenses 2023: $13,380,210Net Income 2023: $396,3832023Revenue 2024: $16,135,767Expenses 2024: $15,195,506Net Income 2024: $940,2612024

Highlighted filing

2019

Revenue$9,709,604
Expenses$8,983,194
Net Income$726,410
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 5, 2020
Return Version
2019v5.1
Gross Receipts
$9,709,604
Mission and Program Overview

Mission

To provide banking and loan services to members in order to invest in people and improve lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$97,593,361$91,243,543▼ $6,349,818
Investments Other Securities$9,766,944$10,772,825▲ $1,005,881
Prepaid Expenses and Deferred Charges$4,704,494$7,144,263▲ $2,439,769
Pd in Cap Srpls Land Bldg Eqp Fund$5,352,924$5,352,924→ $0
Land, Buildings, and Equipment, Net$4,970,895$5,219,667▲ $248,772
Cash and Non-Interest-Bearing Accounts$3,926,588$3,784,949▼ $141,639
Rtn Earn Endowment Incm Other Fnds$2,892,471$3,394,659▲ $502,188
Accounts Receivable$313,427$353,494▲ $40,067
Loans From Officers Directors$0$0→ $0
Total Assets$122,517,298$123,024,703▲ $507,405
Other Assets Total$1,241,589$4,505,962▲ $3,264,373
Liabilities
Other Liabilities$113,737,378$113,904,053▲ $166,675
Accounts Payable and Accrued Expenses$534,525$373,067▼ $161,458
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
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$114,271,903$114,277,120▲ $5,217
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,245,395$8,747,583▲ $502,188
Total Liabilities and Net Assets / Fund Balance$122,517,298$123,024,703▲ $507,405

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,218,566$1,822,241-
Other Land Buildings$50,922$754,480-
Land$1,213,247--
Equipment$540,759$2,012,283-
Leasehold Improvements$196,173$380,270-
Other Securities$10,000,000--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Vladmir StarkPresident and CEOFT$196,868$196,868
Vladmir Stark--$196,868$196,868
Teri EdenfieldVice President of OperationsFT$106,383$106,383
Daniel CaldwellCFOFT$90,847$90,847

Board Members and Trustees

NameTitle
Wendell GreanleafChairman
Ed MartindaleVice-Chair
Chuck RichardDirector
Delia DiazDirector
Edward JohnsonDirector
Gayle ReedDirector
John GlennDirector
Robert GoedrichDirector
Mary WatsonParlimentarian
Charles CharlestonSecretary
Margaret GlassTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,463,347
Investment Income
$246,257
Other Revenue
$0
Change in Net Assets
$726,410

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,688,512
Total Revenue per Audited Statements
$9,688,512
Total Revenue per Form 990
$9,688,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,833,500
Salaries, Compensation, and Employee Benefits$3,149,694
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,380,357$0$0$2,380,357
Interest$984,216$0$0$984,216
Other Employee Benefits$621,315$0$0$621,315
Other Expenses$536,997$0$0$536,997
Office Expenses$515,403$0$0$515,403
Occupancy$449,405$0$0$449,405
Depreciation Depletion$242,731$0$0$242,731
Information Technology$210,654$0$0$210,654
Payroll Taxes$206,568$0$0$206,568
Travel$92,299$0$0$92,299
Advertising$80,606$0$0$80,606
Insurance$68,753$0$0$68,753
Conferences and Meetings$61,532$0$0$61,532
Fees for Services Accounting$36,877$0$0$36,877
Fees for Services Legal$3,023$0$0$3,023
Pension Plan Contributions$-58,546$0$0$-58,546
Total Functional Expenses$8,983,194$0$0$8,983,194

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,391,396
Total Expenses per Audited Statements$9,391,396
Total Expenses per Form 990$9,391,396
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Regular shares$47,877,465
Other shares and deposits$44,664,191
Share draft accounts$20,848,843
Negative shares$304,129
Kasasa Savers$209,425
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Plus4 Credit Union
EIN
74-0695230
Phone
7139706273
Address
9998 Almeda Genoa Rd, Houston, TX 77075

Signing Officer

Name
Valdimir Stark
Title
President and CEO
Phone
7139706273
Signed
2020-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valdimir Stark
Formed
1929
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
72
Volunteers
0

Preparer

Firm
Donald R Bond CPA
Address
PO Box 300671, HOUSTON, TX 77230
Preparer
Donald R Bond
Phone
7136519300
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 tax return is prepared by outside CPA, reviewed by AVP of Accounting, President and CEO.”

Pt VI, Line 12C

“Monitored by Board, management and internal audit.”

Pt VI, Line 15A

“Formal appraisal and performance evaluations are conducted annually for President and CEO. Senior level officers are evaluated by individual's immediate supervisor. Salary ranges are validated annually by a third party based on the organization's size and product complexity.”

Pt VI, Line 15B

“See 15a above.”

Form 990, Part III, Line 4D

“Other services offered to members are mortgage loans, 1457926.”

Raw XML AppendixShowing 400 of 677 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/TitleTxt0President and CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President of Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09766944
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010772825
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04969274
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04970895
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05219667
IRS990/LandBldgEquipCostOrOtherBssAmt010188941
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide banking and loan services to members in order to invest in people and improve lives.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt08245395
IRS990/NetAssetsOrFundBalancesEOYAmt08747583
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt0449405
IRS990/OccupancyGrp/TotalAmt0449405
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0515403
IRS990/OfficeExpensesGrp/TotalAmt0515403
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01241589
IRS990/OtherAssetsTotalGrp/EOYAmt04505962
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0621315
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0621315
IRS990/OtherExpensesGrp/Desc0Loan Servicing
IRS990/OtherExpensesGrp/Desc1Provision for loan losses
IRS990/OtherExpensesGrp/Desc2Debit Card Operations
IRS990/OtherExpensesGrp/Desc3Other operating expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt01326299
IRS990/OtherExpensesGrp/ProgramServicesAmt1741849
IRS990/OtherExpensesGrp/ProgramServicesAmt2482856
IRS990/OtherExpensesGrp/ProgramServicesAmt3536997
IRS990/OtherExpensesGrp/TotalAmt01326299
IRS990/OtherExpensesGrp/TotalAmt1741849
IRS990/OtherExpensesGrp/TotalAmt2482856
IRS990/OtherExpensesGrp/TotalAmt3536997
IRS990/OtherLiabilitiesGrp/BOYAmt0113737378
IRS990/OtherLiabilitiesGrp/EOYAmt0113904053
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02380357
IRS990/OtherSalariesAndWagesGrp/TotalAmt02380357
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt097593361
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt091243543
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0206568
IRS990/PayrollTaxesGrp/TotalAmt0206568
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt05352924
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt05352924
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0-58546
IRS990/PensionPlanContributionsGrp/TotalAmt0-58546
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04704494
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07144263
IRS990/PrincipalOfficerNm0Valdimir Stark
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Interest on loans to members
IRS990/ProgramServiceRevenueGrp/Desc1Non-interest income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06133428
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13329919
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0Checking Accounts: Checking accounts are offered to members and generally pay monthly dividends. Access if offered through branch locations, internet, ATM's, and telephone. Free debit cards are offered and on-line and mobile banking features are provided.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0213012
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0488929
IRS990/ProgSrvcAccomActy3Grp/Desc0Consumer Loans: Consumer loans are offered to members for autos, recreational vehicles, home equity, credit card, and personal loans. Consumer life and disability insurance are available on any of these products.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06091102
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04367219
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other services offered to members are mortgage loans, money orders, cashiers checks and wire transfers.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01457926
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0122954
IRS990/PYOtherExpensesAmt05974690
IRS990/PYProgramServiceRevenueAmt09167600
IRS990/PYRevenuesLessExpensesAmt0425403
IRS990/PYSalariesCompEmpBnftPaidAmt02890461
IRS990/PYTotalExpensesAmt08865151
IRS990/PYTotalRevenueAmt09290554
IRS990/ReconcilationRevenueExpnssAmt0726410
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0167897
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02892471
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03394659
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03218566
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01822241
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt05040807
IRS990ScheduleD/EquipmentGrp/BookValueAmt0540759
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02012283
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02553042
IRS990ScheduleD/ExpensesSubtotalAmt09391396
IRS990ScheduleD/LandGrp/BookValueAmt01213247
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01213247
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0196173
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0380270
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0576443
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050922
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0754480
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0805402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020848843
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt147877465
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt244664191
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3209425
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4304129
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Share draft accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Regular shares
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Other shares and deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Kasasa Savers
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Negative shares
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1226633
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt20
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3546192
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt410000000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Investment in banks
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Member capital share
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Federal agencies securities
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CUSO Investment
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Overnight investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/RevenueSubtotalAmt09688512
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05219667
IRS990ScheduleD/TotalBookValueSecuritiesAmt010772825
IRS990ScheduleD/TotalExpensesPerForm990Amt09391396
IRS990ScheduleD/TotalLiabilityAmt0113904053
IRS990ScheduleD/TotalRevenuePerForm990Amt09688512
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09688512
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09391396
IRS990ScheduleJ/DiscretionarySpendingAcctInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0196868

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,024,703
Liabilities
$114,277,120
Net assets
$8,747,583
Revenue
$9,709,604
Expenses
$8,983,194
Net income
$726,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$194$5.60$189$16.1$15.2$0.94
2023Detailed filing. Detailed filing data is available for this year.$190$5.67$184$13.8$13.4$0.40
2022Detailed filing. Detailed filing data is available for this year.$197$8.05$189$15.2$14.7$0.48
2021Detailed filing. Detailed filing data is available for this year.$133$115$17.6$9.36$8.81$0.55
2020Summary only. Only limited summary data is available for this year.$125$118$7.16$8.97$9.26$0.30
2019Detailed filing. Detailed filing data is available for this year.$123$114$8.75$9.71$8.98$0.73
2017Detailed filing. Detailed filing data is available for this year.$121$113$8.23$8.38$8.31$0.07
2016Summary only. Only limited summary data is available for this year.$116$109$7.43$8.20$8.06$0.13
2015Detailed filing. Detailed filing data is available for this year.$109$101$8.04$7.83$7.68$0.15
2014Detailed filing. Detailed filing data is available for this year.$107$97.3$9.44$8.11$7.07$1.04
2013Detailed filing. Detailed filing data is available for this year.$95.5$87.5$7.97$8.14$7.37$0.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.4$83.2$7.21$7.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.7$81.9$7.76$7.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.9$83.4$7.47$8.08