Civic Intelligence

270 Elevations Credit Union

990 • Fiscal year 2016 • EIN 84-0459116

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileWWW.ELEVATIONSCU.COM

View Organization Page

PO Box 9004Boulder, CO 80301-9004

(303) 443-4672

Siviq Scores

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

Liabilities / Assets

57th percentile

0.90x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Source year 2016

Liabilities / Revenue

7th percentile

14.39x

Higher debt load relative to revenue than 7% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Source year 2016

Net Margin

74th percentile

23%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Source year 2016

Top Officer Pay

87th percentile

$1,369,412

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2016 filings • 501(c)14 • $1B+ nonprofits • Source year 2016

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

25%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,795,289,631

Up $169,712,925 (+10%) from 2015

Net Assets

Up

$181,631,510

Up $25,187,593 (+16%) from 2015

Liabilities

Up

$1,613,658,121

Up $144,525,332 (+9.8%) from 2015

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin74th percentile

Revenue

Up

$112,141,702

Up $22,503,267 (+25%) from 2015

Expenses

Up

$86,112,945

Up $13,776,405 (+19%) from 2015

Net Income

Up

$26,028,757

Up $8,726,862 (+50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$4.0B$3.0B$2.0B$1.0B$0Assets 2010: $970,641,113Liabilities 2010: $887,370,237Net Assets 2010: $83,270,8762010Assets 2011: $1,143,995,462Liabilities 2011: $1,038,834,956Net Assets 2011: $105,160,5062011Assets 2012: $1,285,023,241Liabilities 2012: $1,166,771,498Net Assets 2012: $118,251,7432012Assets 2013: $1,365,989,525Liabilities 2013: $1,241,528,247Net Assets 2013: $124,461,2782013Assets 2014: $1,459,289,806Liabilities 2014: $1,317,827,123Net Assets 2014: $141,462,6832014Assets 2015: $1,625,576,706Liabilities 2015: $1,469,132,789Net Assets 2015: $156,443,9172015Assets 2016: $1,795,289,631Liabilities 2016: $1,613,658,121Net Assets 2016: $181,631,5102016Assets 2017: $1,960,301,874Liabilities 2017: $1,755,082,281Net Assets 2017: $205,219,5932017Assets 2018: $2,088,986,456Liabilities 2018: $1,868,998,633Net Assets 2018: $219,987,8232018Assets 2019: $2,213,511,736Liabilities 2019: $1,964,374,677Net Assets 2019: $249,137,0592019Assets 2020: $2,810,808,888Liabilities 2020: $2,524,001,976Net Assets 2020: $286,806,9122020Assets 2021: $3,242,277,853Liabilities 2021: $2,940,986,688Net Assets 2021: $301,291,1652021Assets 2022: $3,294,550,654Liabilities 2022: $3,011,449,917Net Assets 2022: $283,100,7372022Assets 2023: $3,409,369,591Liabilities 2023: $3,100,121,847Net Assets 2023: $309,247,7442023Assets 2024: $3,379,866,092Liabilities 2024: $3,030,073,721Net Assets 2024: $349,792,3712024

Highlighted filing

2016

Assets$1,795,289,631
Liabilities$1,613,658,121
Net Assets$181,631,510
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$300M$200M$100M$0Expenses 2010: $45,914,5842010Expenses 2011: $47,650,5342011Expenses 2012: $57,792,5402012Revenue 2013: $69,650,682Expenses 2013: $60,300,879Net Income 2013: $9,349,8032013Revenue 2014: $71,844,807Expenses 2014: $60,177,361Net Income 2014: $11,667,4462014Revenue 2015: $89,638,435Expenses 2015: $72,336,540Net Income 2015: $17,301,8952015Revenue 2016: $112,141,702Expenses 2016: $86,112,945Net Income 2016: $26,028,7572016Revenue 2017: $114,093,343Expenses 2017: $89,775,158Net Income 2017: $24,318,1852017Revenue 2018: $122,875,102Expenses 2018: $107,449,264Net Income 2018: $15,425,8382018Revenue 2019: $149,375,954Expenses 2019: $121,822,203Net Income 2019: $27,553,7512019Revenue 2020: $188,618,254Expenses 2020: $151,737,633Net Income 2020: $36,880,6212020Revenue 2021: $154,912,251Expenses 2021: $139,211,740Net Income 2021: $15,700,5112021Revenue 2022: $140,790,639Expenses 2022: $130,005,373Net Income 2022: $10,785,2662022Revenue 2023: $190,500,369Expenses 2023: $162,885,622Net Income 2023: $27,614,7472023Revenue 2024: $216,356,677Expenses 2024: $181,994,947Net Income 2024: $34,361,7302024

Highlighted filing

2016

Revenue$112,141,702
Expenses$86,112,945
Net Income$26,028,757
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$1,305,045,005
Mission and Program Overview

Mission

We provide solutions for a better life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,140,574,741$1,344,576,616▲ $204,001,875
Investments in Publicly Traded Securities$313,633,861$202,165,260▼ $111,468,601
Rtn Earn Endowment Incm Other Fnds$144,564,197$169,751,789▲ $25,187,592
Savings and Temporary Cash Investments$66,835,010$137,974,764▲ $71,139,754
Land, Buildings, and Equipment, Net$23,522,661$24,096,313▲ $573,652
Pd in Cap Srpls Land Bldg Eqp Fund$11,879,720$11,879,721▲ $1
Cash and Non-Interest-Bearing Accounts$10,840,049$10,395,718▼ $444,331
Intangible Assets$5,756,318$5,684,231▼ $72,087
Accounts Receivable$4,462,935--
Receivables From Officers Etc$4,468,399$3,108,617▼ $1,359,782
Prepaid Expenses and Deferred Charges$1,730,845$2,340,503▲ $609,658
Investments Other Securities$551,900$551,900→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,625,576,706$1,795,289,631▲ $169,712,925
Other Assets Total$53,199,987$64,395,709▲ $11,195,722
Liabilities
Other Liabilities$1,439,009,637$1,577,055,173▲ $138,045,536
Escrow Account Liability$19,259,938$25,919,023▲ $6,659,085
Accounts Payable and Accrued Expenses$10,863,214$10,683,925▼ $179,289
Total Liabilities$1,469,132,789$1,613,658,121▲ $144,525,332
Net Assets / Fund Balance
Total Net Assets Fund Balance$156,443,917$181,631,510▲ $25,187,593
Total Liabilities and Net Assets / Fund Balance$1,625,576,706$1,795,289,631▲ $169,712,925

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,941,254$22,876,484$29,817,738
Buildings$11,424,687$6,650,075$18,074,762
Leasehold Improvements$1,735,246$3,160,463$4,895,709
Land$3,995,126-$3,995,126
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerry AgnesPresident/CEOFT$536,904$832,508$1,369,412
Michael CalcoteChief Financial OfficerFT$358,674$874,317$1,232,991
Cameron White-fordMortgage Loan OriginatorFT$52,400$1,042,106$1,094,506
Elizabeth MillionAvp Mortgage SalesFT$107,286$736,410$843,696
Eva GaudioSVP Student & Govt AffairsFT$188,203$574,406$762,609
Mary Ann KammererFormer Chief Administrative OfficFT$171,742$579,573$751,315
Aaron StauferMortgage Loan OriginatorFT$677,840$695,957$695,957
Jay ChampionChief Operating OfficerFT$350,638$315,404$666,042
Greg RollerMortgage Loan OriginatorFT$590,244$616,504$616,504
Annette MatthiesFormer Chief Human Resources OffiFT$19,143$512,460$531,603
Steven SchmidleChief Strategy & Performance OfficerFT$175,053$157,490$332,543
Debra JohnstonChief People OfficerFT$80,128$128,140$208,268

Board Members and Trustees

NameTitle
Katie CowanBoard of Directors - Chair
Nancy HerbertBoard of Directors - Vice Chair
Caroll BeachBoard of Directors
Don CheyneBoard of Directors
Jim MenghiBoard of Directors
Natalie BaumgartnerBoard of Directors
Ray MartinezBoard of Directors
Todd GleesonBoard of Directors
Kate BrownBoard of Directors - Secretary
Eric JonesBoard of Directors - Treas

Highest Paid Contractors

ContractorServicesLocationCompensation
Co-op Financial ServicesCredit/debit Card Processor9692 HAVEN AVENUE, Rancho Cucamonga, CA 91730$3,508,519
The Neenan Company LllpConstruction Contractor2607 MIDPOINT DRIVE, Fort Collins, CO 80525$1,694,590
Dovenmuehle MortgageLoan Processing1 CORPORATE DR STE 360, Lake Zurich, IL 60047$1,644,984
Urban Lending Solutions Appraisals LLCMortgage Appraisal260 Airside Drive, Moon Township, PA 15108$1,556,150
Land GorillaMortgage Appraisal1241 JOHNSON AVE 154, San Luis Obispo, CA 93401$1,511,124
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$71,725,230
Investment Income
$36,083,718
Other Revenue
$4,332,754
Change in Net Assets
$26,028,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$112,043,954
Revenue Not Reported on Financial Statements
$97,748
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$97,748
Total Revenue per Audited Statements
$112,043,954
Total Revenue per Form 990
$112,141,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$49,090,716
Other Expenses$36,761,229
Grants and Similar Amounts Paid$261,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$38,624,449
Office Expenses---$10,313,024
Advertising---$4,394,206
Other Employee Benefits---$3,494,415
Current Officers, Directors, Trustees, and Key Employees---$3,358,039
Depreciation Depletion---$3,247,103
Occupancy---$2,760,525
Payroll Taxes---$2,497,453
Other Expenses---$1,198,310
Fees for Services Other---$1,178,336
Pension Plan Contributions---$1,116,360
Conferences and Meetings---$875,660
Fees for Services Accounting---$322,999
Insurance---$298,982
Grants to Domestic Orgs---$261,000
Information Technology---$181,265
Fees for Services Legal---$135,410
Interest---$80,013
Total Functional Expenses$0$0$0$86,112,945

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$86,112,945
Total Expenses per Form 990$86,112,945
Total Expenses per Audited Statements$86,015,196
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-97,749
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Elevations FoundationBoulder, CO501(c)(3)Support Scholarships, Etc.$261,000
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
-Foundation Board Consists of Credit Union Management and DirectorsContribution From Credit Union to FoundationNo$261,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$4,468,399$3,108,617▼ $1,359,782
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Share Draft Accounts$495,851,707
Money Market Accounts$474,111,912
Regular Shares$450,899,739
Certificates$140,319,536
Ira Shares$15,872,279
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Elevations credit union is a member-owned cooperative operated for the benefit of individuals living or working in the counties of adams, boulder, broomfield, denver, jefferson, larimer and weld counties, employees, retirees or students of the university of colorado-boulder or naropa university, various select employee groups and their families.”

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

“Members of the credit union have the right to elect one or more members of the organization's governing body, whether periodically, as vacancies arise or otherwise.”

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

“Various decisions made by the board of directors for a credit union are subject to approval by the members of the credit union as set forth in ncua rules and regulations and applicable state regulations.”

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

“The controller provides necessary research and data to the preparers of the form 990. The svp of finance and the cfo review the form 990; the board of directors are also provided with a copy of the form 990 prior to filing.”

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

“A written acknowledgment is filled out each year by the officers, directors, and employees which could give rise to potential conflicts within the organization. Any potential issues are discussed with the key officers and those charged with governance for resolution.”

Form 990, Part VI, Section B, line 15

“Human resources conducts a comprehensive compensation market analysis using three different resources for all employees with the exception of the ceo. An independent consultant is used to determine the ceo's compensation.”

Form 990, Part VI, Section C, line 19

“Filing of 5300 call report data is available to the public at www.ncua.gov. Annual reports are available for viewing on the credit union's website. The governing documents and conflict of interest policy are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Elevations Credit Union
EIN
84-0459116
Phone
3034434672
Address
PO Box 9004, Boulder, CO 80301-9004

Signing Officer

Name
Michael Calcote
Title
CFO
Phone
3034434672
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerry Agnes
Formed
1952
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
514
Volunteers
15

Preparer

Firm
Holben Hay Lake Balzer CPAs LLC
Address
1777 S Harrison Street 1000, Denver, CO 80210
Preparer
Sheila M Balzer
Phone
3037592727
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“Selection of the auditors and oversight of the auditors is done by the supervisory committee. There were no changes to the selection or oversight practices during 2016.”

Financial Statement Notes

Part IV, Line 2B:

“An escrow account is maintained for the taxes and insurance payable on real estate securing the credit union's mortgage loans. Custodial accounts are maintained for principal and interest payable to fannie mae and freddie mac for loans sold to fannie mae and freddie mac for which the credit union retains servicing. Custodial accounts also are maintained on behalf of fannie mae and freddie mac for the taxes and insurance payable on the real estate securing the loans sold to fannie mae and freddit mac.”

Part X, Line 2:

“Fasb asc 740-10-25 clarifies accounting for uncertainty in income taxes reported in the financial statements. The interpretation provides criteria for assessment of individual 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. As a result of adopting asc 740-10-25, the credit union has assessed its activities and any potential federal or state income tax liability and determined that the credit union has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Additionally, no interest and penalties have been recorded in the accompanying financial statements related to uncertain tax positions. Currently, the 2015, 2014 and 2013 federal income tax returns 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.”

Part XI, Line 4B - Other Adjustments:

“Gain on sale of assets (net) 97,748.”

Part XII, Line 2D - Other Adjustments:

“Gain on sale of assets (net) -97,748. Rounding -1.”

Raw XML AppendixShowing 400 of 898 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/Desc0ELEVATIONS CREDIT UNION SERVES ADAMS, BOULDER, BROOMFIELD, DENVER, JEFFERSON, LARIMER AND WELD COUNTIES. THE CREDIT UNION OFFERS A FULL ARRAY OF PRODUCTS AND SERVICES INCLUDING DEPOSITORY AND LOAN PRODUCTS, ATM/DEBIT PROGRAM, FINANCIAL EDUCATION, INSURANCE AND INVESTMENT SALES. WE ENDED THE YEAR WITH 121,747 MEMBERS AND 150,078 SHARE ACCOUNTS. THERE WERE 17,148 LOANS GRANTED TOTALING $1,692,370,151. ELEVATIONS CURRENTLY OFFERS ELEVEN BRANCH LOCATIONS AND A WIDE ARRAY OF REMOTE OPTIONS THROUGH OUR COOPERATION WITH THE COOP ATM NETWORK, CUSN AND ONLINE BANKING OFFERINGS.
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IRS990/Form990PartVIISectionAGrp/PersonNm8NATALIE BAUMGARTNER
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROLL BEACH
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IRS990/Form990PartVIISectionAGrp/PersonNm14STEVEN SCHMIDLE
IRS990/Form990PartVIISectionAGrp/PersonNm15GREG ROLLER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD OF DIRECTORS - CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD OF DIRECTORS - VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIRECTORS - SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTORS - TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF STRATEGY & PERFORMANCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MORTGAGE LOAN ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16MORTGAGE LOAN ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17MORTGAGE LOAN ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SVP STUDENT & GOVT AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt19AVP MORTGAGE SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt20FORMER CHIEF HUMAN RESOURCES OFFI
IRS990/Form990PartVIISectionAGrp/TitleTxt21FORMER CHIEF ADMINISTRATIVE OFFIC
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt01485259
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IRS990/GrossReceiptsAmt01305045005
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IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt081
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/TotalAmt0298982
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE PROVIDE SOLUTIONS FOR A BETTER LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0156443917
IRS990/NetAssetsOrFundBalancesEOYAmt0181631510
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IRS990/OfficeExpensesGrp/TotalAmt010313024
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/TotalAmt12882754
IRS990/OtherExpensesGrp/TotalAmt22283843
IRS990/OtherExpensesGrp/TotalAmt31198310
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111813314
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27188590
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111813314
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27188590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt391531
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt062500
IRS990/PYInvestmentIncomeAmt025084837
IRS990/PYOtherExpensesAmt034321797
IRS990/PYOtherRevenueAmt04395388
IRS990/PYProgramServiceRevenueAmt060158210
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IRS990/PYSalariesCompEmpBnftPaidAmt037952243
IRS990/PYTotalExpensesAmt072336540
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt089638435
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IRS990/ReconcilationRevenueExpnssAmt026028757
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,795,289,631
Liabilities
$1,613,658,121
Net assets
$181,631,510
Revenue
$112,141,702
Expenses
$86,112,945
Net income
$26,028,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,380$3,030$350$216$182$34.4
2023Detailed filing. Detailed filing data is available for this year.$3,409$3,100$309$191$163$27.6
2022Detailed filing. Detailed filing data is available for this year.$3,295$3,011$283$141$130$10.8
2021Detailed filing. Detailed filing data is available for this year.$3,242$2,941$301$155$139$15.7
2020Detailed filing. Detailed filing data is available for this year.$2,811$2,524$287$189$152$36.9
2019Detailed filing. Detailed filing data is available for this year.$2,214$1,964$249$149$122$27.6
2018Detailed filing. Detailed filing data is available for this year.$2,089$1,869$220$123$107$15.4
2017Detailed filing. Detailed filing data is available for this year.$1,960$1,755$205$114$89.8$24.3
2016Detailed filing. Detailed filing data is available for this year.$1,795$1,614$182$112$86.1$26.0
2015Detailed filing. Detailed filing data is available for this year.$1,626$1,469$156$89.6$72.3$17.3
2014Detailed filing. Detailed filing data is available for this year.$1,459$1,318$141$71.8$60.2$11.7
2013Detailed filing. Detailed filing data is available for this year.$1,366$1,242$124$69.7$60.3$9.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,285$1,167$118$57.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,144$1,039$105$47.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$971$887$83.3$45.9