Civic Intelligence

Altier Credit Union

990 • Fiscal year 2013 • EIN 86-0929205

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization ProfileWWW.ALTIERCU.ORG

View Organization Page

1511 N Project DriveTempe, AZ 85281

(602) 797-3000

Siviq Scores

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

Liabilities / Assets

90th percentile

0.92x

Higher debt load relative to assets than 90% of similar nonprofits.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

15.86x

Higher debt load relative to revenue than 33% of similar nonprofits.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2013

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$361,351

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2013

Asset Growth

50th percentile

2.6%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$173,181,194

Up $4,455,019 (+2.6%) from 2012

Net Assets

Up

$13,037,984

Up $1,122,417 (+9.4%) from 2012

Liabilities

Up

$160,143,210

Up $3,332,602 (+2.1%) from 2012

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin68th percentile

Revenue

$10,096,098

No earlier filing loaded for comparison.

Expenses

Up

$8,630,755

Up $238,074 (+2.8%) from 2012

Net Income

$1,465,343

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$200M$150M$100M$50M$0Assets 2010: $164,045,381Liabilities 2010: $153,835,945Net Assets 2010: $10,209,4362010Assets 2011: $163,350,791Liabilities 2011: $152,439,346Net Assets 2011: $10,911,4452011Assets 2012: $168,726,175Liabilities 2012: $156,810,608Net Assets 2012: $11,915,5672012Assets 2013: $173,181,194Liabilities 2013: $160,143,210Net Assets 2013: $13,037,9842013Assets 2014: $177,783,585Liabilities 2014: $164,608,494Net Assets 2014: $13,175,0912014Assets 2015: $184,992,884Liabilities 2015: $170,610,988Net Assets 2015: $14,381,8962015Assets 2016: $189,324,026Liabilities 2016: $175,728,956Net Assets 2016: $13,595,0702016Assets 2017: $191,316,016Liabilities 2017: $186,688,467Net Assets 2017: $4,627,5492017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2013

Assets$173,181,194
Liabilities$160,143,210
Net Assets$13,037,984
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MExpenses 2010: $10,594,9072010Expenses 2011: $9,712,5042011Expenses 2012: $8,392,6812012Revenue 2013: $10,096,098Expenses 2013: $8,630,755Net Income 2013: $1,465,3432013Revenue 2014: $9,252,651Expenses 2014: $8,969,909Net Income 2014: $282,7422014Revenue 2015: $9,887,610Expenses 2015: $9,455,753Net Income 2015: $431,8572015Revenue 2016: $10,389,814Expenses 2016: $11,214,405Net Income 2016: -$824,5912016Revenue 2017: $10,595,043Expenses 2017: $19,560,848Net Income 2017: -$8,965,8052017Revenue 2018: $1,774,818Expenses 2018: $2,795,778Net Income 2018: -$1,020,9602018

Highlighted filing

2013

Revenue$10,096,098
Expenses$8,630,755
Net Income$1,465,343
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Gross Receipts
$18,311,688
Mission and Program Overview

Mission

Financial cooperative providing loans/services to credit union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$105,075,339$121,105,759▲ $16,030,420
Investments Other Securities$44,325,212$42,008,645▼ $2,316,567
Rtn Earn Endowment Incm Other Fnds$11,915,567$13,037,984▲ $1,122,417
Land, Buildings, and Equipment, Net$9,914,633$4,580,923▼ $5,333,710
Prepaid Expenses and Deferred Charges$1,280,286$1,893,693▲ $613,407
Accounts Receivable$585,610$651,715▲ $66,105
Cash and Non-Interest-Bearing Accounts$807,205$293,744▼ $513,461
Investments in Publicly Traded Securities$373,600$241,900▼ $131,700
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$168,726,175$173,181,194▲ $4,455,019
Other Assets Total$6,364,290$2,404,815▼ $3,959,475
Liabilities
Other Liabilities$154,959,333$158,275,154▲ $3,315,821
Accounts Payable and Accrued Expenses$1,798,889$1,828,977▲ $30,088
Escrow Account Liability$52,386$39,079▼ $13,307
Total Liabilities$156,810,608$160,143,210▲ $3,332,602
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,915,567$13,037,984▲ $1,122,417
Total Liabilities and Net Assets / Fund Balance$168,726,175$173,181,194▲ $4,455,019

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$518,825$3,282,829$3,801,654
Buildings$2,516,214$251,634$2,767,848
Land$1,524,784-$1,524,784
Leasehold Improvements$21,100$194,817$215,917
Other Securities$3,455,354--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harry M Mateer JrPresident/CEOFT$178,572$182,779$361,351
Gregory LinneburFinancial Network RepFT$17,935$172,127$190,062
David SkiltonSVP/CFOFT$125,135$37,555$162,690

Board Members and Trustees

NameTitle
Joseph NowaczykChair
Kathy DanielsonVice Chair
BRENDON O'CONNORDirector
Casey WamsleyDirector
George NjockDirector
Yvonne ReininkSecretary
Rose PfisterTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservCredit Card Processing-$417,000
FiservData Processing-$321,386
Intuit Financial ServicesData Processing-$293,199
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,129,427
Investment Income
$1,536,881
Other Revenue
$429,790
Change in Net Assets
$1,465,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,093,547
Revenue Not Reported on Financial Statements
$2,551
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$2,551
Total Revenue per Audited Statements
$10,093,547
Total Revenue per Form 990
$10,096,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,364,549
Salaries, Compensation, and Employee Benefits$4,069,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,688,088
Office Expenses---$2,126,908
Occupancy---$720,338
Current Officers, Directors, Trustees, and Key Employees---$524,041
Other Employee Benefits---$454,805
All Other Expenses---$392,562
Depreciation Depletion---$228,764
Payroll Taxes---$227,127
Advertising---$226,271
Benefits to Members---$196,768
Pension Plan Contributions---$175,377
Travel---$80,612
Other Expenses---$57,900
Fees for Services Legal---$23,231
Interest---$22
Total Functional Expenses$0$0$0$8,630,755

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,639,442
Expenses per Audited Statements$8,630,755
Total Expenses per Form 990$8,630,755
Expenses Not Reported on Form 990$8,687
Expenses Not Reported on Financial Statements$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$158,275,154
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

“The credit union's members have rights to elect the members of the governing body. The credit union's members also receive a share of the organization's profits in the form of cash dividends.”

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, or as vacancies arise, or otherwise.”

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

“Members of the credit union have the right to approve the governing body's election and removal of members of the governing body, as well as other matters that are subject to the approval of members of the credit union as they occur.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the accounting manager and cfo, and a copy is provided to the board of directors prior to filing with the irs.”

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

“The credit union's conflict of interest policy is monitored by external auditors and examiners.”

Form 990, Part VI, Section B, Line 15

“The credit union uses salary grades that are based on compensation surveys in its industry. The board of directors approve compensation for officers and key employees.”

Form 990, Part VI, Section C, Line 19

“Financial statements, governing documents, and the conflict of interest policy are not availabe to the public unless a member specifically requestes to see them. The member may request these documents at the cu's administrative offices.”

Filing and Contact Details

Filer

EIN
86-0929205
Phone
6027973000

Signing Officer

Name
David L Skilton
Title
SVP/CFO
Phone
6027973000
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harry Mateer Jr
Formed
1998
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
76
Volunteers
12

Preparer

Preparer
Gerald B Kissell
Phone
6123324300
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Escrow account balances are included in our deposit liabilities. These escrow accounts contain funds designated for property taxes and insurance premiums for home mortgages.”

PART X, LINE 2:

“The credit union has filed ubit returns (990-t) in the past, which has resulted in $50 of income taxes paid for the years ended december 31, 2013 and 2012. There were no material uncertain tax positions at december 31, 2013 and 2012.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Pension adjustment 2,551.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Pension adjustment 8,687.”

Raw XML AppendixShowing 400 of 521 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/NetGainOrLossInvestmentsGrp/ExclusionAmt01077186
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01077186
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0429790
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0429790
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-342926
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0720338
IRS990/OfficeExpensesGrp/TotalAmt02126908
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06364290
IRS990/OtherAssetsTotalGrp/EOYAmt02404815
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0454805
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING
IRS990/OtherExpensesGrp/Desc1NCUSIF STABILIZATION EX
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3HUMAN RESOURCE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0274103
IRS990/OtherExpensesGrp/TotalAmt1125949
IRS990/OtherExpensesGrp/TotalAmt2107889
IRS990/OtherExpensesGrp/TotalAmt357900
IRS990/OtherLiabilitiesGrp/BOYAmt0154959333
IRS990/OtherLiabilitiesGrp/EOYAmt0158275154
IRS990/OtherSalariesAndWagesGrp/TotalAmt02688088
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0105075339
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0121105759
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0227127
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0175377
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01280286
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01893693
IRS990/PrincipalOfficerNm0HARRY MATEER JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/BusinessCd4522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1NSF/OD INCOME
IRS990/ProgramServiceRevenueGrp/Desc2CHECK PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3MISC. OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc4FEES AND CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04962484
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11206545
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2757931
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3712370
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4407437
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04962484
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11206545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2757931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3751946
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4450521
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt039576
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt143084
IRS990/ProgSrvcAccomActy2Grp/Desc0CONSUMER DEPOSITS - ALTIER CREDIT UNION PROVIDES DEPOSIT SERVICES IN THE FORM OF SAVINGS, CHECKING, MONEY MARKET, AND CERTIFICATE OF DEPOSIT ACCOUNTS. AT THE CLOSE OF 2013, THE CREDIT UNION HAD 37,415 DEPOSIT ACCOUNTS AND $158,314,233 IN DEPOSIT BALANCES.
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER CONSUMER PRODUCTS - ALTIER CREDIT UNION OFFERS DEBT CANCELLATION INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE, EXTENDED VEHICLE WARRANTIES, AND ID THEFT MONITORING.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0211058
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0752467
IRS990/PYOtherExpensesAmt04012670
IRS990/PYOtherRevenueAmt0512332
IRS990/PYProgramServiceRevenueAmt08115739
IRS990/PYRevenuesLessExpensesAmt0987857
IRS990/PYSalariesCompEmpBnftPaidAmt04168953
IRS990/PYTotalExpensesAmt08392681
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09380538
IRS990/ReconcilationRevenueExpnssAmt01465343
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0429790
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011915567
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013037984
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02516214
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0251634
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02767848
IRS990ScheduleD/EquipmentGrp/BookValueAmt0518825
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03282829
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03801654
IRS990ScheduleD/ExpensesNotReportedAmt08687
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08630755
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt01524784
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01524784
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt021100
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0194817
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0215917
IRS990ScheduleD/OtherExpensesIncludedAmt08687
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0158275154
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02551
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0405539
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt117298600
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24656552
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt37588284
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt45905890
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5967224
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt61731202
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt73455354
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIRSTCORP INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CERTIFICATE OF DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COLLATERALIZED MORTGAGE OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FEDERAL AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FEDERAL RESERVE BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc5OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6CATALYST INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc7LIFE INSURANCE POLICIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02551
IRS990ScheduleD/RevenueSubtotalAmt010093547
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ESCROW ACCOUNT BALANCES ARE INCLUDED IN OUR DEPOSIT LIABILITIES. THESE ESCROW ACCOUNTS CONTAIN FUNDS DESIGNATED FOR PROPERTY TAXES AND INSURANCE PREMIUMS FOR HOME MORTGAGES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION HAS FILED UBIT RETURNS (990-T) IN THE PAST, WHICH HAS RESULTED IN $50 OF INCOME TAXES PAID FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012. THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2013 AND 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PENSION ADJUSTMENT 2,551.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3PENSION ADJUSTMENT 8,687.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04580923
IRS990ScheduleD/TotalBookValueSecuritiesAmt042008645
IRS990ScheduleD/TotalExpensesPerForm990Amt08630755
IRS990ScheduleD/TotalLiabilityAmt0158275154
IRS990ScheduleD/TotalRevenuePerForm990Amt010096098
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010093547
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08639442
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0178572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1125135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt217935
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount026804
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount16448
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount2138534
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0126250

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,181,194
Liabilities
$160,143,210
Net assets
$13,037,984
Revenue
$10,096,098
Expenses
$8,630,755
Net income
$1,465,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.77$2.80$1.02
2017Detailed filing. Detailed filing data is available for this year.$191$187$4.63$10.6$19.6$8.97
2016Detailed filing. Detailed filing data is available for this year.$189$176$13.6$10.4$11.2$0.82
2015Detailed filing. Detailed filing data is available for this year.$185$171$14.4$9.89$9.46$0.43
2014Detailed filing. Detailed filing data is available for this year.$178$165$13.2$9.25$8.97$0.28
2013Detailed filing. Detailed filing data is available for this year.$173$160$13.0$10.1$8.63$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$169$157$11.9$8.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$163$152$10.9$9.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$164$154$10.2$10.6