Civic Intelligence

O Bee Credit Union

990 • Fiscal year 2013 • EIN 91-0639210

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

Organization ProfileWWW.OBEE.COM

View Organization Page

3900 Cleveland Ave SE98501-4023

(360) 943-0740

Siviq Scores

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

Liabilities / Assets

79th percentile

0.92x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

32nd percentile

15.81x

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

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

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

60th percentile

$211,408

Higher top officer pay than 60% of similar nonprofits.

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

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

Asset Growth

93rd percentile

10%

Faster asset growth than 93% 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 / Assets79th percentile

Assets

Up

$178,635,973

Up $16,488,652 (+10%) from 2012

Net Assets

Up

$15,089,071

Up $1,365,466 (+9.9%) from 2012

Liabilities

Up

$163,546,902

Up $15,123,186 (+10%) from 2012

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin62nd percentile

Revenue

$10,344,003

No earlier filing loaded for comparison.

Expenses

Down

$8,978,537

Down $585,700 (-6.1%) from 2012

Net Income

$1,365,466

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$800M$600M$400M$200M$0Assets 2010: $135,686,592Liabilities 2010: $123,640,715Net Assets 2010: $12,045,8772010Assets 2011: $150,050,297Liabilities 2011: $137,175,103Net Assets 2011: $12,875,1942011Assets 2012: $162,147,321Liabilities 2012: $148,423,716Net Assets 2012: $13,723,6052012Assets 2013: $178,635,973Liabilities 2013: $163,546,902Net Assets 2013: $15,089,0712013Assets 2014: $195,729,552Liabilities 2014: $179,587,807Net Assets 2014: $16,141,7452014Assets 2015: $214,039,941Liabilities 2015: $196,388,422Net Assets 2015: $17,651,5192015Assets 2016: $243,740,920Liabilities 2016: $224,380,791Net Assets 2016: $19,360,1292016Assets 2017: $275,308,458Liabilities 2017: $253,586,840Net Assets 2017: $21,721,6182017Assets 2018: $301,048,046Liabilities 2018: $276,346,386Net Assets 2018: $24,701,6602018Assets 2019: $333,001,857Liabilities 2019: $306,304,883Net Assets 2019: $26,696,9742019Assets 2020: $421,638,694Liabilities 2020: $392,848,663Net Assets 2020: $28,790,0312020Assets 2021: $467,137,296Liabilities 2021: $431,349,431Net Assets 2021: $35,787,8652021Assets 2022: $560,412,089Liabilities 2022: $521,899,357Net Assets 2022: $38,512,7322022Assets 2023: $602,933,268Liabilities 2023: $564,934,780Net Assets 2023: $37,998,4882023Assets 2024: $623,292,888Liabilities 2024: $582,864,371Net Assets 2024: $40,428,5172024

Highlighted filing

2013

Assets$178,635,973
Liabilities$163,546,902
Net Assets$15,089,071
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0Expenses 2010: $9,095,0752010Expenses 2011: $8,954,2402011Expenses 2012: $9,564,2372012Revenue 2013: $10,344,003Expenses 2013: $8,978,537Net Income 2013: $1,365,4662013Revenue 2014: $11,751,678Expenses 2014: $10,699,009Net Income 2014: $1,052,6692014Revenue 2015: $13,528,324Expenses 2015: $12,018,548Net Income 2015: $1,509,7762015Revenue 2016: $14,631,476Expenses 2016: $12,922,866Net Income 2016: $1,708,6102016Revenue 2017: $16,909,802Expenses 2017: $14,871,771Net Income 2017: $2,038,0312017Revenue 2018: $19,652,269Expenses 2018: $16,876,941Net Income 2018: $2,775,3282018Revenue 2019: $22,730,800Expenses 2019: $20,705,065Net Income 2019: $2,025,7352019Revenue 2020: $23,598,331Expenses 2020: $21,505,274Net Income 2020: $2,093,0572020Revenue 2021: $26,640,017Expenses 2021: $19,642,183Net Income 2021: $6,997,8342021Revenue 2022: $27,675,853Expenses 2022: $25,344,160Net Income 2022: $2,331,6932022Revenue 2023: $38,098,425Expenses 2023: $35,353,263Net Income 2023: $2,745,1622023Revenue 2024: $45,298,093Expenses 2024: $42,868,064Net Income 2024: $2,430,0292024

Highlighted filing

2013

Revenue$10,344,003
Expenses$8,978,537
Net Income$1,365,466
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.0
Gross Receipts
$11,124,816
Mission and Program Overview

Mission

The purpose of the credit union is to operate as a cooperative, nonprofit association, for the purpose of encouraging thrift among its members, creating a source of credit at a fair and reasonable rate of interest and providing an opportunity for its members to use and control their own money in order to improve their economic and social condition.

Credit union in the state of washington.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$136,294,039$154,835,459▲ $18,541,420
Rtn Earn Endowment Incm Other Fnds$13,723,605$15,089,071▲ $1,365,466
Savings and Temporary Cash Investments$15,191,116$11,628,248▼ $3,562,868
Land, Buildings, and Equipment, Net$5,495,681$5,970,818▲ $475,137
Cash and Non-Interest-Bearing Accounts$2,352,789$3,133,515▲ $780,726
Investments Other Securities$553,008$594,239▲ $41,231
Receivables From Officers Etc$349,153$332,154▼ $16,999
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$162,147,321$178,635,973▲ $16,488,652
Other Assets Total$1,911,535$2,141,540▲ $230,005
Liabilities
Other Liabilities$144,158,940$155,468,921▲ $11,309,981
Mortgage Notes Payable Secured by Investment Property$2,173,115$6,887,401▲ $4,714,286
Accounts Payable and Accrued Expenses$2,091,661$1,190,580▼ $901,081
Total Liabilities$148,423,716$163,546,902▲ $15,123,186
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,723,605$15,089,071▲ $1,365,466
Total Liabilities and Net Assets / Fund Balance$162,147,321$178,635,973▲ $16,488,652

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,407,730$1,605,629$5,013,359
Equipment$1,504,963$1,713,177$3,218,140
Land$1,058,125-$1,058,125
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David LittletonFinancial AdvisorFT$54,447$156,961$211,408
James CollinsCEOFT$138,037$69,945$207,982
Lee WojnarVP MarketingFT$110,642$22,196$132,838
Michael LindsayMortgage LenderFT$113,051$11,475$124,526
Jennifer RobertsCOOFT$81,757$12,766$94,523

Board Members and Trustees

NameTitle
Jerry MurphyBoard Member - Chair
Christy KriegsmanAssociate Director
Jay MasonAssociate Director
Carolyn CarusoBoard Member
Clifford ClarkBoard Member
James GeerBoard Member
Miriam BauschBoard Member
Phillip WaytBoard Member
Prabakaran ManoharanBoard Member
Steve BlankenshipBoard Member
Wilford SaundersBoard Member
Bruce CramerSupervisory Committee
Martha PrestinSupervisory Committee
Ryan SchwanSupervisory Committee
Sonja WinkelmanSupervisory Committee
Tina CrarySupervisory Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,488,130
Investment Income
$-144,127
Other Revenue
$0
Change in Net Assets
$1,365,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,285,058
Salaries, Compensation, and Employee Benefits$3,675,479
Grants and Similar Amounts Paid$18,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,072,052
Interest---$788,933
Other Employee Benefits---$778,835
Occupancy---$567,828
Depreciation Depletion---$494,782
Advertising---$418,180
Current Officers, Directors, Trustees, and Key Employees---$302,505
Office Expenses---$292,734
Payroll Taxes---$276,428
Pension Plan Contributions---$245,659
Fees for Services Accounting---$39,620
Fees for Services Legal---$21,508
Grants to Domestic Individuals---$18,000
Travel---$8,460
Other Expenses---$5
Total Functional Expenses$0$0$0$8,978,537
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$349,153$332,154▼ $16,999
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share and Deposit Accounts$155,468,921
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is a credit union that has members. An individual is considered a member if they hold a share with the credit union.”

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

“All members have a vote in electing the board of directors and supervisory committee.”

Form 990, Part VI, Section B, Line 11

“At a board meeting, the return is submitted to the board of directors for their review.”

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

“All new officers, directors and key employees must acknowledge the conflict of interest policy in writing. If there are any changes to the person's employment or extra-curricular activities, they are required to report that to human resources.”

Form 990, Part VI, Section B, Line 15

“Ceo, executive director, or top management compensation is determined by the board of directors using an outside consultant and salary data from cuna. Organization's officers or key employees' compensation is determined by the ceo and vp of hr using salary data from cuna.”

Form 990, Part VI, Section C, Line 19

“Certain documents, such as the audited financial statements, are available to members upon request by visiting a branch office. Other documents may be released upon written request to the board of directors.”

Filing and Contact Details

Filer

EIN
91-0639210
Phone
3609430740

Signing Officer

Name
Shelley Burton
Title
VP Accounting
Phone
3609430740
Signed
2014-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelley Burton
Formed
1955
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
92
Volunteers
16

Preparer

Preparer
Janis Isaacson
Phone
6022662248
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, QUESTION 2B:

“The organization's financial statements were audited by an independent accountant for the fiscal year ended march 31, 2013. The organization did not obtain audited financial statements for the tax year.”

FORM 990, PART XII, LINE 2C:

“The audit committee oversees the audited financial statements. There has been no change in either the oversight process or the selection process during the tax year.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER - CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SUPERVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPERVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPERVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12SUPERVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SUPERVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18FINANCIAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt20MORTGAGE LENDER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-236943
IRS990/GainOrLossGrp/SecuritiesAmt092816
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0456848
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0179838
IRS990/GrossReceiptsAmt011124816
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/TotalAmt0788933
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0553008
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0594239
IRS990/IRPDocumentCnt07286
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03318806
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05495681
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05970818
IRS990/LandBldgEquipCostOrOtherBssAmt09289624
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0693791
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt087022
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CREDIT UNION PROVIDING FINANCIAL SERVICES TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02173115
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06887401
IRS990/NetAssetsOrFundBalancesBOYAmt013723605
IRS990/NetAssetsOrFundBalancesEOYAmt015089071
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-144127
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-144127
IRS990/NetUnrelatedBusTxblIncmAmt0-51936
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0567828
IRS990/OfficeExpensesGrp/TotalAmt0292734
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01911535
IRS990/OtherAssetsTotalGrp/EOYAmt02141540
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0778835
IRS990/OtherExpensesGrp/Desc0OPERATING EXPENSES
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt02241103
IRS990/OtherExpensesGrp/TotalAmt1411905
IRS990/OtherExpensesGrp/TotalAmt25
IRS990/OtherLiabilitiesGrp/BOYAmt0144158940
IRS990/OtherLiabilitiesGrp/EOYAmt0155468921
IRS990/OtherSalariesAndWagesGrp/TotalAmt02072052
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0276428
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0245659
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHELLEY BURTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1UNRELATED BUSINESS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010452316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010452316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt135814
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt035814
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt06242005
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010412648
IRS990/PYRevenuesLessExpensesAmt0848411
IRS990/PYSalariesCompEmpBnftPaidAmt03307232
IRS990/PYTotalExpensesAmt09564237
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010412648
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0349153
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0332154
IRS990/ReconcilationRevenueExpnssAmt01365466
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013723605
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015089071
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015191116
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011628248
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03407730
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01605629
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05013359
IRS990ScheduleD/EquipmentGrp/BookValueAmt01504963
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01713177
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03218140
IRS990ScheduleD/LandGrp/BookValueAmt01058125
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01058125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0155468921
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE AND DEPOSIT ACCOUNTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05970818
IRS990ScheduleD/TotalLiabilityAmt0155468921
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PAYS SCHOLARSHIP DOLLARS DIRECTLY TO THE SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0138037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt154447
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount024750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount1127886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt037071
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt121661
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt08124
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt17414
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES COLLINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID LITTLETON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FINANCIAL ADVISOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0207982
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1211408
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$178,635,973
Liabilities
$163,546,902
Net assets
$15,089,071
Revenue
$10,344,003
Expenses
$8,978,537
Net income
$1,365,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$623$583$40.4$45.3$42.9$2.43
2023Detailed filing. Detailed filing data is available for this year.$603$565$38.0$38.1$35.4$2.75
2022Detailed filing. Detailed filing data is available for this year.$560$522$38.5$27.7$25.3$2.33
2021Detailed filing. Detailed filing data is available for this year.$467$431$35.8$26.6$19.6$7.00
2020Detailed filing. Detailed filing data is available for this year.$422$393$28.8$23.6$21.5$2.09
2019Detailed filing. Detailed filing data is available for this year.$333$306$26.7$22.7$20.7$2.03
2018Detailed filing. Detailed filing data is available for this year.$301$276$24.7$19.7$16.9$2.78
2017Detailed filing. Detailed filing data is available for this year.$275$254$21.7$16.9$14.9$2.04
2016Detailed filing. Detailed filing data is available for this year.$244$224$19.4$14.6$12.9$1.71
2015Detailed filing. Detailed filing data is available for this year.$214$196$17.7$13.5$12.0$1.51
2014Detailed filing. Detailed filing data is available for this year.$196$180$16.1$11.8$10.7$1.05
2013Detailed filing. Detailed filing data is available for this year.$179$164$15.1$10.3$8.98$1.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$162$148$13.7$9.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$150$137$12.9$8.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$124$12.0$9.10