Civic Intelligence

Credit Unions in the State of Arizona

990 • Fiscal year 2020 • EIN 86-6095651

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 22, 2021

Organization ProfileWWW.COCHISECU.COM

View Organization Page

PO Box 1154Willcox, AZ 85644

(520) 384-2822

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.86x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

21.18x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2020

Net Margin

95th percentile

30%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$96,237

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2020

Asset Growth

98th percentile

30%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

-1.0%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$47,835,279

Up $11,087,082 (+30%) from 2019

Net Assets

Up

$6,718,240

Up $572,930 (+9.3%) from 2019

Liabilities

Up

$41,117,039

Up $10,514,152 (+34%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin95th percentile

Revenue

Down

$1,940,898

Down $18,632 (-1.0%) from 2019

Expenses

Up

$1,367,968

Up $77,116 (+6.0%) from 2019

Net Income

Down

$572,930

Down $95,748 (-14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$80M$60M$40M$20M$0Assets 2010: $23,327,120Liabilities 2010: $20,301,828Net Assets 2010: $3,025,2922010Assets 2011: $23,703,536Liabilities 2011: $20,362,656Net Assets 2011: $3,340,8802011Assets 2012: $25,317,481Liabilities 2012: $21,709,802Net Assets 2012: $3,607,6792012Assets 2013: $28,091,056Liabilities 2013: $24,224,768Net Assets 2013: $3,866,2882013Assets 2014: $28,063,009Liabilities 2014: $23,936,587Net Assets 2014: $4,126,4222014Assets 2015: $29,837,655Liabilities 2015: $25,449,368Net Assets 2015: $4,388,2872015Assets 2016: $31,344,157Liabilities 2016: $26,649,766Net Assets 2016: $4,694,3912016Assets 2017: $32,706,065Liabilities 2017: $27,677,711Net Assets 2017: $5,028,3542017Assets 2018: $34,023,064Liabilities 2018: $28,546,432Net Assets 2018: $5,476,6322018Assets 2019: $36,748,197Liabilities 2019: $30,602,887Net Assets 2019: $6,145,3102019Assets 2020: $47,835,279Liabilities 2020: $41,117,039Net Assets 2020: $6,718,2402020Assets 2021: $54,539,696Liabilities 2021: $47,120,071Net Assets 2021: $7,419,6252021Assets 2022: $59,107,884Liabilities 2022: $50,772,786Net Assets 2022: $8,335,0982022Assets 2023: $58,650,837Liabilities 2023: $49,071,261Net Assets 2023: $9,579,5762023Assets 2024: $67,312,907Liabilities 2024: $56,507,752Net Assets 2024: $10,805,1552024

Highlighted filing

2020

Assets$47,835,279
Liabilities$41,117,039
Net Assets$6,718,240
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $1,087,9512010Expenses 2011: $1,037,6042011Expenses 2012: $1,046,0892012Revenue 2013: $1,329,987Expenses 2013: $1,071,378Net Income 2013: $258,6092013Revenue 2014: $1,341,759Expenses 2014: $1,081,625Net Income 2014: $260,1342014Revenue 2015: $1,400,179Expenses 2015: $1,138,314Net Income 2015: $261,8652015Revenue 2016: $1,460,563Expenses 2016: $1,154,459Net Income 2016: $306,1042016Revenue 2017: $1,508,087Expenses 2017: $1,174,124Net Income 2017: $333,9632017Revenue 2018: $1,724,398Expenses 2018: $1,276,120Net Income 2018: $448,2782018Revenue 2019: $1,959,530Expenses 2019: $1,290,852Net Income 2019: $668,6782019Revenue 2020: $1,940,898Expenses 2020: $1,367,968Net Income 2020: $572,9302020Revenue 2021: $2,079,446Expenses 2021: $1,378,061Net Income 2021: $701,3852021Revenue 2022: $2,422,011Expenses 2022: $1,506,538Net Income 2022: $915,4732022Revenue 2023: $3,032,075Expenses 2023: $1,787,597Net Income 2023: $1,244,4782023Revenue 2024: $3,590,854Expenses 2024: $2,365,275Net Income 2024: $1,225,5792024

Highlighted filing

2020

Revenue$1,940,898
Expenses$1,367,968
Net Income$572,930
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 22, 2021
Return Version
2020v4.1
Gross Receipts
$1,947,213
Mission and Program Overview

Mission

The credit union was established to promote thrift among its members, creating a source of credit for such members at reasonable rates of interest and providing an opportunity for its members to use and control their own money on a democratic basis to improve their economic and social conditions.

To promote thrift and savings among its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$26,058,256$27,482,947▲ $1,424,691
Savings and Temporary Cash Investments$9,489,807$19,028,272▲ $9,538,465
Rtn Earn Endowment Incm Other Fnds$5,768,754$6,341,684▲ $572,930
Cash and Non-Interest-Bearing Accounts$577,358$734,640▲ $157,282
Cap Stk Tr Prin Current Funds$376,556$376,556→ $0
Land, Buildings, and Equipment, Net$172,062$141,934▼ $30,128
Prepaid Expenses and Deferred Charges$84,856$69,400▼ $15,456
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$36,748,197$47,835,279▲ $11,087,082
Other Assets Total$365,858$378,086▲ $12,228
Liabilities
Other Liabilities$30,546,246$41,038,154▲ $10,491,908
Accounts Payable and Accrued Expenses$56,641$78,885▲ $22,244
Total Liabilities$30,602,887$41,117,039▲ $10,514,152
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,145,310$6,718,240▲ $572,930
Total Liabilities and Net Assets / Fund Balance$36,748,197$47,835,279▲ $11,087,082

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$61,640$449,079$510,719
Other Land Buildings$53,910$230,992$284,902
Buildings$9,446$79,418$88,864
Land$16,938-$16,938
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelley ThompsonCEO/general ManagerFT$85,423$10,814$96,237

Board Members and Trustees

NameTitle
Troy JuddChairperson
Betsy AjemanVice Chairperson
Dan DouglasDirector
Lorie ZamoraDirector
Nancy WelchDirector
Kathy MorenoSecretary
Betty PetersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,778,845
Investment Income
$154,370
Other Revenue
$7,683
Change in Net Assets
$572,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$774,604
Salaries, Compensation, and Employee Benefits$593,364
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$388,624
Office Expenses---$197,545
Interest---$125,911
Current Officers, Directors, Trustees, and Key Employees---$96,237
Depreciation Depletion---$57,348
Other Employee Benefits---$51,756
Information Technology---$40,267
Payroll Taxes---$35,678
Occupancy---$34,221
Fees for Services Legal---$21,822
Pension Plan Contributions---$21,069
Advertising---$19,568
Fees for Services Accounting---$9,600
Travel---$9,123
Other Expenses---$8,785
Fees for Services Other---$8,430
Conferences and Meetings---$1,000
Total Functional Expenses$0$0$0$1,367,968
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
MEMBERS' SHARES & SAVINGS$40,862,210
Other Loans$119,548
Accrued Expenses$54,021
Dividends Payable$2,106
Taxes Payable$269
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union was formed by the members to provide quality financial services to its members.”

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

“The members of the credit union vote on the board of directors. Elections are done on a one member one vote basis.”

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

“No review was or will be conducted.”

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

“The board and employees are required to be familiar with the conflict of interest policy and report any possible conflict to managment or the board as soon as they are aware of the possible conflict.”

Form 990, Part VI, Section B, Line 15

“Compensation is approved by the board of directors. The board uses the small credit union staff salary survey produced by cuna when determining the top management official's wages. The credit union does not have any other employees, besides the top management official, who are considered officers or key employees.”

Form 990, Part VI, Section C, Line 19

“The credit union will provide a complete copy of the organization's governing documents, audited financial statements and conflict of interest policy to any member who requests a copy. The audited financial statements are on a september 30 year end while the 990 is on a december 31 year end.”

Filing and Contact Details

Filer

Filer Name
Cochise Credit Union
EIN
86-6095651
Phone
5203842822
Address
PO BOX 1154, WILLCOX, AZ 85644

Signing Officer

Name
Shelley Thompson
Title
CEO/president
Phone
5203842822
Signed
2021-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelley Thompson
Formed
1958
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
11
Volunteers
7

Preparer

Firm
Bolinger Segars Gilbert and Moss Llp
Address
8215 NASHVILLE AVENUE, LUBBOCK, TX 79423
Preparer
Matt R Willis
Phone
8067473806
Supplemental Narrative

Financial Statement Notes

SCHEDULE D, PART IX:

“The amount of other assets on form 990, page 11, part x, line 15 does not equal or exceed 5 percent of the total assets on form 990, page 11, part x, line 16, column b. Consequently in accordance with irs instructions schedule d, part ix has been left blank.”

Raw XML Appendix379 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.

Path#Value
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01392790
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1227902
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2139934
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt318219
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt010680
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt116793
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0221065
IRS990/PYOtherExpensesAmt0717956
IRS990/PYOtherRevenueAmt07814
IRS990/PYProgramServiceRevenueAmt01730651
IRS990/PYRevenuesLessExpensesAmt0668678
IRS990/PYSalariesCompEmpBnftPaidAmt0572896
IRS990/PYTotalExpensesAmt01290852
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01959530
IRS990/ReconcilationRevenueExpnssAmt0572930
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05768754
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06341684
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09489807
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019028272
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09446
IRS990ScheduleD/BuildingsGrp/DepreciationAmt079418
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt088864
IRS990ScheduleD/EquipmentGrp/BookValueAmt061640
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0449079
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0510719
IRS990ScheduleD/LandGrp/BookValueAmt016938
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt016938
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt053910
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0230992
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0284902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040862210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12106
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt254021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4119548
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARES & SAVINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DIVIDENDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4OTHER LOANS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AMOUNT OF OTHER ASSETS ON FORM 990, PAGE 11, PART X, LINE 15 DOES NOT EQUAL OR EXCEED 5 PERCENT OF THE TOTAL ASSETS ON FORM 990, PAGE 11, PART X, LINE 16, COLUMN B. CONSEQUENTLY IN ACCORDANCE WITH IRS INSTRUCTIONS SCHEDULE D, PART IX HAS BEEN LEFT BLANK.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART IX:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0141934
IRS990ScheduleD/TotalLiabilityAmt041038154
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION WAS FORMED BY THE MEMBERS TO PROVIDE QUALITY FINANCIAL SERVICES TO ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE CREDIT UNION VOTE ON THE BOARD OF DIRECTORS. ELECTIONS ARE DONE ON A ONE MEMBER ONE VOTE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD AND EMPLOYEES ARE REQUIRED TO BE FAMILIAR WITH THE CONFLICT OF INTEREST POLICY AND REPORT ANY POSSIBLE CONFLICT TO MANAGMENT OR THE BOARD AS SOON AS THEY ARE AWARE OF THE POSSIBLE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. THE BOARD USES THE SMALL CREDIT UNION STAFF SALARY SURVEY PRODUCED BY CUNA WHEN DETERMINING THE TOP MANAGEMENT OFFICIAL'S WAGES. THE CREDIT UNION DOES NOT HAVE ANY OTHER EMPLOYEES, BESIDES THE TOP MANAGEMENT OFFICIAL, WHO ARE CONSIDERED OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CREDIT UNION WILL PROVIDE A COMPLETE COPY OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY TO ANY MEMBER WHO REQUESTS A COPY. THE AUDITED FINANCIAL STATEMENTS ARE ON A SEPTEMBER 30 YEAR END WHILE THE 990 IS ON A DECEMBER 31 YEAR END.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt036748197
IRS990/TotalAssetsEOYAmt047835279
IRS990/TotalAssetsGrp/BOYAmt036748197
IRS990/TotalAssetsGrp/EOYAmt047835279
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/TotalAmt01367968
IRS990/TotalGrossUBIAmt033945
IRS990/TotalLiabilitiesBOYAmt030602887
IRS990/TotalLiabilitiesEOYAmt041117039
IRS990/TotalLiabilitiesGrp/BOYAmt030602887
IRS990/TotalLiabilitiesGrp/EOYAmt041117039
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06145310
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06718240
IRS990/TotalOtherCompensationAmt010814
IRS990/TotalProgramServiceRevenueAmt01778845
IRS990/TotalReportableCompFromOrgAmt085423
IRS990/TotalRevenueGrp/ExclusionAmt0-6315
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01913268
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01940898
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt033945
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036748197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047835279
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt09123
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1154
IRS990/USAddress/CityNm0WILLCOX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085644
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.COCHISECU.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05203842822
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COCHISE CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0COCH
ReturnHeader/Filer/EIN0866095651
ReturnHeader/Filer/PhoneNum05203842822
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1154
ReturnHeader/Filer/USAddress/CityNm0WILLCOX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085644
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750882037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLINGER SEGARS GILBERT AND MOSS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 NASHVILLE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079423
ReturnHeader/PreparerPersonGrp/PhoneNum08067473806
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATT R WILLIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-25T15:11:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHELLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMPSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,835,279
Liabilities
$41,117,039
Net assets
$6,718,240
Revenue
$1,940,898
Expenses
$1,367,968
Net income
$572,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.3$56.5$10.8$3.59$2.37$1.23
2023Detailed filing. Detailed filing data is available for this year.$58.7$49.1$9.58$3.03$1.79$1.24
2022Detailed filing. Detailed filing data is available for this year.$59.1$50.8$8.34$2.42$1.51$0.92
2021Detailed filing. Detailed filing data is available for this year.$54.5$47.1$7.42$2.08$1.38$0.70
2020Detailed filing. Detailed filing data is available for this year.$47.8$41.1$6.72$1.94$1.37$0.57
2019Detailed filing. Detailed filing data is available for this year.$36.7$30.6$6.15$1.96$1.29$0.67
2018Detailed filing. Detailed filing data is available for this year.$34.0$28.5$5.48$1.72$1.28$0.45
2017Detailed filing. Detailed filing data is available for this year.$32.7$27.7$5.03$1.51$1.17$0.33
2016Detailed filing. Detailed filing data is available for this year.$31.3$26.6$4.69$1.46$1.15$0.31
2015Detailed filing. Detailed filing data is available for this year.$29.8$25.4$4.39$1.40$1.14$0.26
2014Detailed filing. Detailed filing data is available for this year.$28.1$23.9$4.13$1.34$1.08$0.26
2013Detailed filing. Detailed filing data is available for this year.$28.1$24.2$3.87$1.33$1.07$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$21.7$3.61$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$20.4$3.34$1.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$20.3$3.03$1.09