Civic Intelligence

O Bee Credit Union

990 • Fiscal year 2015 • EIN 91-0639210

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 20, 2016

Organization ProfileWWW.OBEE.COM

View Organization Page

3900 Cleveland Ave SETumwater, WA 98501-4023

(360) 943-0740

Siviq Scores

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

Liabilities / Assets

85th percentile

0.92x

Higher debt load relative to assets than 85% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

14.52x

Higher debt load relative to revenue than 19% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Net Margin

50th percentile

11%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

71st percentile

$243,698

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Asset Growth

83rd percentile

9.4%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

15%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$214,039,941

Up $18,310,389 (+9.4%) from 2014

Net Assets

Up

$17,651,519

Up $1,509,774 (+9.4%) from 2014

Liabilities

Up

$196,388,422

Up $16,800,615 (+9.4%) from 2014

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin50th percentile

Revenue

Up

$13,528,324

Up $1,776,646 (+15%) from 2014

Expenses

Up

$12,018,548

Up $1,319,539 (+12%) from 2014

Net Income

Up

$1,509,776

Up $457,107 (+43%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2015

Assets$214,039,941
Liabilities$196,388,422
Net Assets$17,651,519
Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

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

2015

Revenue$13,528,324
Expenses$12,018,548
Net Income$1,509,776
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 20, 2016
Return Version
2015v2.1
Gross Receipts
$13,528,324
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. Provide financial products and services to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$174,774,050$175,862,245▲ $1,088,195
Savings and Temporary Cash Investments$7,706,650$22,949,367▲ $15,242,717
Rtn Earn Endowment Incm Other Fnds$16,141,745$17,651,519▲ $1,509,774
Cash and Non-Interest-Bearing Accounts$3,927,737$5,816,385▲ $1,888,648
Land, Buildings, and Equipment, Net$5,630,816$5,367,462▼ $263,354
Investments Other Securities$703,586$854,964▲ $151,378
Receivables From Officers Etc$659,174$709,957▲ $50,783
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$195,729,552$214,039,941▲ $18,310,389
Other Assets Total$2,327,539$2,479,561▲ $152,022
Liabilities
Other Liabilities$168,957,866$186,941,008▲ $17,983,142
Mortgage Notes Payable Secured by Investment Property$9,226,686$7,315,972▼ $1,910,714
Accounts Payable and Accrued Expenses$1,403,255$2,131,442▲ $728,187
Total Liabilities$179,587,807$196,388,422▲ $16,800,615
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,141,745$17,651,519▲ $1,509,774
Total Liabilities and Net Assets / Fund Balance$195,729,552$214,039,941▲ $18,310,389

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,069,056$1,998,293$5,067,349
Equipment$1,240,281$2,453,972$3,694,253
Land$1,058,125-$1,058,125
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CollinsCEOFT$174,306$69,392$243,698
David LittletonFinancial AdvisorFT$66,330$106,698$173,028
David EchtleCLOFT$117,262$31,840$149,102
Lee WojnarVP MarketingFT$100,813$33,942$134,755
Jennifer RobertsCOOFT$98,532$24,718$123,250
Melanie RansomVP of HrFT$88,691$22,071$110,762
Daniel HildrethVP FinanceFT$84,748$14,387$99,135

Board Members and Trustees

NameTitle
Steve BlankenshipBoard Member - Chair
Carolyn CarusoBoard Member
Clifford ClarkBoard Member
Jerry MurphyBoard Member
Joseph MasonBoard Member
Miriam BauschBoard Member
Phillip WaytBoard Member
Prabakaran ManoharanBoard Member
Wilford SaundersBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
FisCard Processor601 RIVERSIDE AVENUE, Jacksonville, FL 32204$750,752
Group Health Options INCMedical Insurance ProviderPO BOX 34988, Seattle, WA 98124$355,026
Jack Henry And AssociatesData Processing663 W HIGHWAY 60, Monett, MO 65708$306,320
CenturylinkPhone And Data Services100 CENTURY LINK DR, Monroe, LA 71203$100,199
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,289,605
Investment Income
$238,719
Other Revenue
$0
Change in Net Assets
$1,509,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,458,894
Salaries, Compensation, and Employee Benefits$4,541,654
Grants and Similar Amounts Paid$18,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,937,807
Other Expenses---$1,594,984
Current Officers, Directors, Trustees, and Key Employees---$1,033,729
Other Employee Benefits---$962,360
Interest---$774,824
Occupancy---$696,389
Depreciation Depletion---$584,577
Office Expenses---$339,316
Payroll Taxes---$316,752
Pension Plan Contributions---$291,006
Advertising---$288,130
Fees for Services Accounting---$41,496
Grants to Domestic Individuals---$18,000
Fees for Services Legal---$11,708
Travel---$10,371
Total Functional Expenses$0$0$0$12,018,548
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$659,174$709,957▲ $50,783
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share and Deposit Accounts$186,941,008
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“An individual is considered a member if they hold a share with the credit union. The credit union had 23,100 members as of 12/31/2015.”

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 compensation is determined by the board of directors with the assistance of an outside consultant and industry salary data. Other officers or key employees salaries are determined by ceo and vp of hr using industry salary data.”

Form 990, Part VI, Section C, Line 19

“Upon request. Quarterly financial statements are available to the public via the 5300 call report.”

Filing and Contact Details

Filer

Filer Name
O Bee Credit Union
EIN
91-0639210
Phone
3609430740
Address
3900 CLEVELAND AVE SE, TUMWATER, WA 98501-4023

Signing Officer

Name
Daniel Hildreth
Title
VP of Finance
Phone
3609430740
Signed
2016-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Collins
Formed
1955
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
112
Volunteers
14

Preparer

Firm
Cliftonlarsonallen Llp
Address
20 E THOMAS RD STE 2300, PHOENIX, AZ 85012
Preparer
Janis Isaacson
Phone
6022662248
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING ADJUSTMENT -2.”

FORM 990, PART XII, QUESTION 2B:

“The organization's financial statements were audited by an independent accountant for the fiscal year ended march 31, 2014. 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.”

Raw XML AppendixShowing 400 of 525 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER - CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt12CLO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt15FINANCIAL ADVISOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0238719
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0238719
IRS990/GrossReceiptsAmt013528324
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/TotalAmt0774824
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0703586
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0854964
IRS990/IRPDocumentCnt07009
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04452265
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05630816
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05367462
IRS990/LandBldgEquipCostOrOtherBssAmt09819727
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CREDIT UNION IN THE STATE OF WASHINGTON. PROVIDE FINANCIAL PRODUCTS AND SERVICES TO MEMBER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt09226686
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07315972
IRS990/NetAssetsOrFundBalancesBOYAmt016141745
IRS990/NetAssetsOrFundBalancesEOYAmt017651519
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0238719
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0238719
IRS990/NetUnrelatedBusTxblIncmAmt0-52685
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0696389
IRS990/OfficeExpensesGrp/TotalAmt0339316
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02327539
IRS990/OtherAssetsTotalGrp/EOYAmt02479561
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0962360
IRS990/OtherExpensesGrp/Desc0OPERATING EXPENSES
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt03117099
IRS990/OtherExpensesGrp/TotalAmt11594984
IRS990/OtherLiabilitiesGrp/BOYAmt0168957866
IRS990/OtherLiabilitiesGrp/EOYAmt0186941008
IRS990/OtherSalariesAndWagesGrp/TotalAmt01937807
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0316752
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0291006
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES COLLINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1UNRELATED BUSINESS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013240531
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013240531
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt149074
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt049074
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt018000
IRS990/PYInvestmentIncomeAmt0-106777
IRS990/PYOtherExpensesAmt06802785
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt011858455
IRS990/PYRevenuesLessExpensesAmt01052669
IRS990/PYSalariesCompEmpBnftPaidAmt03878224
IRS990/PYTotalExpensesAmt010699009
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011751678
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0659174
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0709957
IRS990/ReconcilationRevenueExpnssAmt01509776
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016141745
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017651519
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07706650
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022949367
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03069056
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01998293
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05067349
IRS990ScheduleD/EquipmentGrp/BookValueAmt01240281
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02453972
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03694253
IRS990ScheduleD/LandGrp/BookValueAmt01058125
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01058125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0186941008
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE AND DEPOSIT ACCOUNTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05367462
IRS990ScheduleD/TotalLiabilityAmt0186941008
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
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/BaseCompensationFilingOrgAmt0174306
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt166330
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount020217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount180421
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/DeferredCompensationFlngOrgAmt040176
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt117278
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt08999
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt18999
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/TotalCompensationFilingOrgAmt0243698
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1173028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/TravelForCompanionsInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0198974
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt139042
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt2249563
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt3219820
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt42558
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd31
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd41
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,039,941
Liabilities
$196,388,422
Net assets
$17,651,519
Revenue
$13,528,324
Expenses
$12,018,548
Net income
$1,509,776
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