Civic Intelligence

Amplify Credit Union

990 • Fiscal year 2018 • EIN 74-1592875

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 18, 2019

Organization ProfileWWW.GOAMPLIFY.COM

View Organization Page

3600 W Parmer LaneAustin, TX 78727

(512) 836-5901

Siviq Scores

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

Liabilities / Assets

87th percentile

0.91x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

15.72x

Higher debt load relative to revenue than 36% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Net Margin

41st percentile

13%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

70th percentile

$496,001

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

9.8%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$950,869,035

Up $42,556,418 (+4.7%) from 2017

Net Assets

Up

$82,873,155

Up $2,722,371 (+3.4%) from 2017

Liabilities

Up

$867,995,880

Up $39,834,047 (+4.8%) from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin41st percentile

Revenue

Up

$55,204,978

Up $4,950,023 (+9.8%) from 2017

Expenses

Up

$48,183,897

Up $4,251,624 (+9.7%) from 2017

Net Income

Up

$7,021,081

Up $698,399 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2017: $908,312,617Liabilities 2017: $828,161,833Net Assets 2017: $80,150,7842017Assets 2018: $950,869,035Liabilities 2018: $867,995,880Net Assets 2018: $82,873,1552018Assets 2019: $994,465,486Liabilities 2019: $910,390,456Net Assets 2019: $84,075,0302019Assets 2020: $1,100,705,305Liabilities 2020: $1,002,180,681Net Assets 2020: $98,524,6242020Assets 2021: $1,360,354,435Liabilities 2021: $1,248,118,531Net Assets 2021: $112,235,9042021Assets 2022: $1,525,654,462Liabilities 2022: $1,414,171,931Net Assets 2022: $111,482,5312022Assets 2023: $1,420,947,795Liabilities 2023: $1,298,474,357Net Assets 2023: $122,473,4382023Assets 2024: $1,309,640,133Liabilities 2024: $1,182,130,097Net Assets 2024: $127,510,0362024

Highlighted filing

2018

Assets$950,869,035
Liabilities$867,995,880
Net Assets$82,873,155
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$100M$50M$0Revenue 2017: $50,254,955Expenses 2017: $43,932,273Net Income 2017: $6,322,6822017Revenue 2018: $55,204,978Expenses 2018: $48,183,897Net Income 2018: $7,021,0812018Revenue 2019: $58,397,921Expenses 2019: $53,790,339Net Income 2019: $4,607,5822019Revenue 2020: $57,863,468Expenses 2020: $53,449,044Net Income 2020: $4,414,4242020Revenue 2021: $69,720,673Expenses 2021: $55,329,490Net Income 2021: $14,391,1832021Revenue 2022: $86,404,873Expenses 2022: $62,899,208Net Income 2022: $23,505,6652022Revenue 2023: $83,598,527Expenses 2023: $76,795,587Net Income 2023: $6,802,9402023Revenue 2024: $91,469,548Expenses 2024: $84,214,734Net Income 2024: $7,254,8142024

Highlighted filing

2018

Revenue$55,204,978
Expenses$48,183,897
Net Income$7,021,081
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 18, 2019
Return Version
2018v3.1
Gross Receipts
$84,159,374
Mission and Program Overview

Mission

To improve the lives of our members and the strength of our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$743,657,910$770,176,909▲ $26,518,999
Rtn Earn Endowment Incm Other Fnds$80,150,784$82,873,155▲ $2,722,371
Investments in Publicly Traded Securities$66,883,185$61,366,798▼ $5,516,387
Cash and Non-Interest-Bearing Accounts$40,035,933$57,230,731▲ $17,194,798
Land, Buildings, and Equipment, Net$24,140,974$24,382,872▲ $241,898
Receivables From Officers Etc$4,340,198$4,447,401▲ $107,203
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$908,312,617$950,869,035▲ $42,556,418
Other Assets Total$29,254,417$33,264,324▲ $4,009,907
Liabilities
Other Liabilities$716,964,587$764,030,343▲ $47,065,756
Unsecured Notes Loans Payable$98,767,739$89,199,820▼ $9,567,919
Accounts Payable and Accrued Expenses$12,429,507$14,765,717▲ $2,336,210
Total Liabilities$828,161,833$867,995,880▲ $39,834,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$80,150,784$82,873,155▲ $2,722,371
Total Liabilities and Net Assets / Fund Balance$908,312,617$950,869,035▲ $42,556,418

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,152,498$4,269,579$15,422,077
Equipment$4,520,296$9,715,237$14,235,533
Land$5,543,214-$5,543,214
Leasehold Improvements$3,166,864$2,058,225$5,225,089
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul a TrylkoPresident - CEOFT$409,909$86,092$496,001
Kendall GarrisonExecutive Vice PresidentFT$273,356$55,137$328,493
John OrtonSVP - CFOFT$216,346$44,369$260,715
Nancy BallmanSVP - COOFT$222,286$38,232$260,518
Michael E KochSVP - Chief LendingFT$213,346$37,959$251,305
Eric ClemonsVP - It & Software DevelopFT$186,738$48,074$234,812
Karen PollackVP - Digital TransformFT$161,966$38,057$200,023
Alejandro L CardonaMortgage Loan OriginatorFT$47,729$143,336$191,065
Scott a HumphreysVP - Commercial LendingFT$144,523$37,763$182,286
Kimberly S GamezVP - AccountingFT$154,154$22,409$176,563
Denise HartVP - Human ResourcesFT$149,640$25,578$175,218
Farid DanaSVP - Chief InformationFT$144,878$28,122$173,000
Kristin N KellerVP - Re LendingFT$138,846$33,940$172,786
Morgan CourtneyVP - RetailFT$145,394$22,711$168,105

Board Members and Trustees

NameTitle
Willie EverettChair
Ron GreggVice Chair
Joyce J SmithDirector
Lemuel WilliamsDirector
Sandy DochenDirector
Sam RobertsonSecretary
Lisa NicholasSVP - Chief Digital
Allen JensenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Q2 Software INCSoftware Provider13785 N HIGHWAY 183 STE 150, Austin, TX 78750$396,652
Austin Canyon CorporationConstruction2613 BUELL AVE STE 100, Austin, TX 78757$307,227
VerizonTelecomm Provider700 HIDDEN RIDGE, Irving, TX 75038$223,417
Google INCAdvertising/marketing1600 AMPHITHEATRE PKWAY, Mountain View, CA 94043$214,571
Noacklittle ArchitectureArchitects220 INDUSTRIAL BLVD STE 101, Austin, TX 78745$186,829
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,299,892
Investment Income
$4,905,086
Other Revenue
$0
Change in Net Assets
$7,021,081

Audited Revenue Reconciliation

Revenue per Audited Statements
$55,204,978
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$55,204,978
Total Revenue per Form 990
$55,204,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,771,922
Salaries, Compensation, and Employee Benefits$19,411,975
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,458,916--$13,458,916
Interest$7,241,943--$7,241,943
Occupancy$3,493,055--$3,493,055
Office Expenses$2,787,596--$2,787,596
Depreciation Depletion$2,455,262--$2,455,262
Other Employee Benefits$2,415,034--$2,415,034
Current Officers, Directors, Trustees, and Key Employees$1,664,638--$1,664,638
Other Expenses$1,552,847--$1,552,847
Payroll Taxes$1,146,575--$1,146,575
Advertising$919,166--$919,166
Pension Plan Contributions$726,812--$726,812
All Other Expenses$298,621--$298,621
Fees for Services Legal$294,201--$294,201
Travel$181,576--$181,576
Fees for Services Accounting$147,211--$147,211
Insurance$132,298--$132,298
Total Functional Expenses$48,183,897$0$0$48,183,897

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$48,183,897
Total Expenses per Audited Statements$48,183,897
Total Expenses per Form 990$48,183,897
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Frank P Hart JrSpouse of Highest Compensated EmployeeCurrent Salesforce Developer Related to Spouse of a Top Highly Compensated Employee.No$113,188

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$4,340,198$4,447,401▲ $107,203
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARE AND SAVINGS ACCOUNT$764,030,343
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
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

“The credit union has members.”

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

“The credit union members elect the board of directors.”

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

“The vote of the membership is required for any changes to the governing documents or to approve a merger.”

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

“Senior management and board of directors review the 990 at a board meeting and each board member is provided a copy prior to submission.”

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

“The board-level conflict of interest policy is reviewed and approved annually. All board members, volunteers, and senior management executives complete an annual disclosure of potential conflicts. Further, all employees, including senior management, annually acknowledge their responsibilities for potential conflict of interests via the team member handbook.”

Form 990, Part VI, Section B, Line 15

“Amplify utilizes an outside compensation consultant, mclagan (an aon hewitt company) to conduct an annual study of ceo compensation. The study is based on a combination of proxy and survey data sources. The study is presented by human resources to the amplify board of directors. The board then reviews and approves ceo compensation annually.”

Form 990, Part VI, Section C, Line 19

“Financial results are posted publicly at the credit union's main branches.”

Filing and Contact Details

Filer

Filer Name
Amplify Credit Union
EIN
74-1592875
Phone
5128365901
Address
3600 W PARMER LANE, AUSTIN, TX 78727

Signing Officer

Name
John Orton
Title
CFO
Phone
5128365901
Signed
2019-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Trylko
Formed
2017
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
7
Employees
288
Volunteers
14

Preparer

Firm
Jaynes Reitmeier Boyd & Therrell Pc
Address
5400 BOSQUE BLVD STE 600, WACO, TX 76710-4459
Preparer
Brian P Bivona
Phone
2547764190
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Other changes in accumulated other comprehensive income -1,807,258.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, by statute (internal revenue code section 501(c)(14)), from federal income tax. The income taxes topic of the fasb asc clarifies accounting for uncertainty in income taxes reported in the consolidated financial statements. The interpretation provides criteria for assessment of individual income tax positions and a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability upon examination by tax authorities. The credit union is a state-chartered credit union as defined in internal revenue code (irc) section 501(c)(14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities directly related to its exempt purposes. However, irc section 511 imposes tax on the unrelated business income (ubi) derived by the state-chartered credit unions. Beginning in march 2008, the internal revenue service (irs) released technical advice memorandums (tams) to specific state-chartered credit unions specifying the revenue sources subject to unrelated business income tax (ubit). Ubi may also be subject to tax in certain states. Management has assessed the credit union's activities and any potential federal or state income tax liability and determined the credit union has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. Additionally, no interest or penalties have been recorded in the accompanying consolidated financial statements related to uncertain tax positions. Currently, the 2017 federal income tax years are open for examination by the irs. The filing years open for examination by the state, if applicable, may be equal to, greater than or less than the years open for examination by the irs.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt721462
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt821568
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt920494
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1010559
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1220115
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1311195
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1411422
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1519231
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1611511
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt177409
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1814078
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt198423
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2017318
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2110297
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIE EVERETT
IRS990/Form990PartVIISectionAGrp/PersonNm1RON GREGG
IRS990/Form990PartVIISectionAGrp/PersonNm2SAM ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLEN JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4LEMUEL WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDY DOCHEN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOYCE J SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL A TRYLKO
IRS990/Form990PartVIISectionAGrp/PersonNm8KENDALL GARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY BALLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN ORTON
IRS990/Form990PartVIISectionAGrp/PersonNm11LISA NICHOLAS
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL E KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm13FARID DANA
IRS990/Form990PartVIISectionAGrp/PersonNm14ALEJANDRO L CARDONA
IRS990/Form990PartVIISectionAGrp/PersonNm15ERIC CLEMONS
IRS990/Form990PartVIISectionAGrp/PersonNm16MORGAN COURTNEY
IRS990/Form990PartVIISectionAGrp/PersonNm17KIMBERLY S GAMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm18DENISE HART
IRS990/Form990PartVIISectionAGrp/PersonNm19KAREN POLLACK
IRS990/Form990PartVIISectionAGrp/PersonNm20SCOTT A HUMPHREYS
IRS990/Form990PartVIISectionAGrp/PersonNm21KRISTIN N KELLER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7474539
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8306925
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9240024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10250156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12231190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13161805
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14179643
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15215581
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16156594
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17169154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18161140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19191600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20164968
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21162489
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT - CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SVP - COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP - CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP - CHIEF DIGITAL
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP - CHIEF LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP - CHIEF INFORMATION
IRS990/Form990PartVIISectionAGrp/TitleTxt14MORTGAGE LOAN ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP - IT & SOFTWARE DEVELOP
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP - RETAIL
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP - ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP - HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP - DIGITAL TRANSFORM
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP - COMMERCIAL LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP - RE LENDING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02017
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0959408
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt029913804
IRS990/GrossReceiptsAmt084159374
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt038
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0132298
IRS990/InsuranceGrp/TotalAmt0132298
IRS990/InterestGrp/ProgramServicesAmt07241943
IRS990/InterestGrp/TotalAmt07241943
IRS990/InvestmentIncomeGrp/ExclusionAmt03945678
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03945678
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt066883185
IRS990/InvestmentsPubTradedSecGrp/EOYAmt061366798
IRS990/IRPDocumentCnt012986
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016043041
IRS990/LandBldgEquipBasisNetGrp/BOYAmt024140974
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024382872
IRS990/LandBldgEquipCostOrOtherBssAmt040425913
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028954396
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE LIVES OF OUR MEMBERS AND THE STRENGTH OF OUR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt080150784
IRS990/NetAssetsOrFundBalancesEOYAmt082873155
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0959408
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0959408
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2491452
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt03493055
IRS990/OccupancyGrp/TotalAmt03493055
IRS990/OfficeExpensesGrp/ProgramServicesAmt02787596
IRS990/OfficeExpensesGrp/TotalAmt02787596
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029254417
IRS990/OtherAssetsTotalGrp/EOYAmt033264324
IRS990/OtherChangesInNetAssetsAmt0-1807258
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02415034
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02415034
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1PRODUCT EXPENSES
IRS990/OtherExpensesGrp/Desc2OTHER PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3LOAN EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt04600000
IRS990/OtherExpensesGrp/ProgramServicesAmt12788822
IRS990/OtherExpensesGrp/ProgramServicesAmt21879324
IRS990/OtherExpensesGrp/ProgramServicesAmt31552847
IRS990/OtherExpensesGrp/TotalAmt04600000
IRS990/OtherExpensesGrp/TotalAmt12788822
IRS990/OtherExpensesGrp/TotalAmt21879324
IRS990/OtherExpensesGrp/TotalAmt31552847
IRS990/OtherLiabilitiesGrp/BOYAmt0716964587
IRS990/OtherLiabilitiesGrp/EOYAmt0764030343
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013458916
IRS990/OtherSalariesAndWagesGrp/TotalAmt013458916
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0770176909
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01146575
IRS990/PayrollTaxesGrp/TotalAmt01146575
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0726812
IRS990/PensionPlanContributionsGrp/TotalAmt0726812
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL TRYLKO
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/BusinessCd4522100
IRS990/ProgramServiceRevenueGrp/Desc0LOANS TO MEMBERS
IRS990/ProgramServiceRevenueGrp/Desc1FEES AND CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2GAIN ON SALE OF LOANS
IRS990/ProgramServiceRevenueGrp/Desc3INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035171784
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16674895
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24496176
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33222771
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4641062
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035171784
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16768099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24496176
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33222771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4641062
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt093204
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03171911
IRS990/PYOtherExpensesAmt026358584
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt047083044
IRS990/PYRevenuesLessExpensesAmt06322682
IRS990/PYSalariesCompEmpBnftPaidAmt017573689
IRS990/PYTotalExpensesAmt043932273
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt050254955
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt04340198

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$950,869,035
Liabilities
$867,995,880
Net assets
$82,873,155
Revenue
$55,204,978
Expenses
$48,183,897
Net income
$7,021,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,310$1,182$128$91.5$84.2$7.25
2023Summary only. Only limited summary data is available for this year.$1,421$1,298$122$83.6$76.8$6.80
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,526$1,414$111$86.4$62.9$23.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,360$1,248$112$69.7$55.3$14.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,101$1,002$98.5$57.9$53.4$4.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$994$910$84.1$58.4$53.8$4.61
2018Detailed filing. Detailed filing data is available for this year.$951$868$82.9$55.2$48.2$7.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$908$828$80.2$50.3$43.9$6.32