Civic Intelligence

O Bee Credit Union

990 • Fiscal year 2016 • EIN 91-0639210

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

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

89th percentile

0.92x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

15.34x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Net Margin

57th percentile

12%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$235,455

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Asset Growth

94th percentile

14%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

8.2%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$243,740,920

Up $29,700,979 (+14%) from 2015

Net Assets

Up

$19,360,129

Up $1,708,610 (+9.7%) from 2015

Liabilities

Up

$224,380,791

Up $27,992,369 (+14%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin57th percentile

Revenue

Up

$14,631,476

Up $1,103,152 (+8.2%) from 2015

Expenses

Up

$12,922,866

Up $904,318 (+7.5%) from 2015

Net Income

Up

$1,708,610

Up $198,834 (+13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2016

Assets$243,740,920
Liabilities$224,380,791
Net Assets$19,360,129
Open 2016 Filing

Operations Trend

Revenue Growth66th 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

2016

Revenue$14,631,476
Expenses$12,922,866
Net Income$1,708,610
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$14,645,046
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$175,862,245$208,230,701▲ $32,368,456
Savings and Temporary Cash Investments$22,949,367$20,218,340▼ $2,731,027
Rtn Earn Endowment Incm Other Fnds$17,651,519$19,360,129▲ $1,708,610
Cash and Non-Interest-Bearing Accounts$5,816,385$6,440,492▲ $624,107
Land, Buildings, and Equipment, Net$5,367,462$4,890,514▼ $476,948
Investments Other Securities$854,964$729,492▼ $125,472
Receivables From Officers Etc$709,957$412,834▼ $297,123
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$214,039,941$243,740,920▲ $29,700,979
Other Assets Total$2,479,561$2,818,547▲ $338,986
Liabilities
Other Liabilities$186,941,008$218,995,330▲ $32,054,322
Mortgage Notes Payable Secured by Investment Property$7,315,972$3,069,147▼ $4,246,825
Accounts Payable and Accrued Expenses$2,131,442$2,316,314▲ $184,872
Total Liabilities$196,388,422$224,380,791▲ $27,992,369
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,651,519$19,360,129▲ $1,708,610
Total Liabilities and Net Assets / Fund Balance$214,039,941$243,740,920▲ $29,700,979

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,869,684$2,197,665$5,067,349
Equipment$962,705$2,907,759$3,870,464
Land$1,058,125-$1,058,125
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CollinsCEOFT$168,312$67,143$235,455
David LittletonFinancial AdvisorFT$62,748$107,835$170,583
Michael LindsayMortgage Loan OfficerFT$26,987$142,686$169,673
Lee WojnarVP MarketingFT$108,093$50,569$158,662
David EchtleCLOFT$103,765$46,454$150,219
Jennifer RobertsCOOFT$106,760$29,550$136,310
Daniel HildrethVP FinanceFT$104,516$29,084$133,600
Jason TuckerVP of ItFT$110,012$13,462$123,474

Board Members and Trustees

NameTitle
Carolyn CarusoBoard Member - Chair
Christy KriegsmanBoard Member
Jerry MurphyBoard Member
Miriam BauschBoard Member
Prabakaran ManoharanBoard Member
Wilford SaundersBoard Member
Christy KriegsmanDirector
Jay MasonDirector
Judith WeeksDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
FisCard Processor601 RIVERSIDE AVENUE, Jacksonville, FL 32204$779,724
Jack Henry And AssociatesData Processing663 W HIGHWAY 60, Monett, MO 65708$251,875
Capitol City PressMarketing And Printing Servicew2975 37TH AVE SW, Tumwater, WA 98512$125,669
Repo RemarketingRepossession Management & Disposal ServiPO BOX 638516, Cincinatti, OH 45263$110,060
Capital Village AssociatesRental Management Services11225 SE 6TH STR SUITE 220, Bellevue, WA 98004$105,420
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,645,046
Investment Income
$-13,570
Other Revenue
$0
Change in Net Assets
$1,708,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,205,573
Salaries, Compensation, and Employee Benefits$4,992,670
Grants and Similar Amounts Paid$18,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$2,049,605
Other Salaries and Wages---$1,989,539
Current Officers, Directors, Trustees, and Key Employees---$1,277,973
Other Employee Benefits---$1,073,660
Benefits to Members---$706,623
Occupancy---$632,071
Depreciation Depletion---$435,185
Office Expenses---$394,705
Payroll Taxes---$342,708
Pension Plan Contributions---$308,790
Advertising---$303,056
Interest---$57,685
Fees for Services Accounting---$52,042
Grants to Domestic Individuals---$18,000
Travel---$12,745
Fees for Services Legal---$5,729
Total Functional Expenses$0$0$0$12,922,866
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$709,957$412,834▼ $297,123
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share and Deposit Accounts$218,995,330
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 25,166 members as of 12/31/2016.”

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

“Each credit union member may vote for members of the board of directors and supervisory committee.”

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

“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
2017-11-08
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
100
Volunteers
16

Preparer

Firm
Cliftonlarsonallen Llp
Address
20 E THOMAS RD STE 2300, PHOENIX, AZ 85012
Preparer
Anne B Davison
Phone
6022662248
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2B:

“The financial statements are audited by an independent accounting firm as of 3/31.”

Raw XML AppendixShowing 400 of 589 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/ReportableCompFromOrgAmt10186687
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11104516
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12123260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13116197
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14144947
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15110012
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16159494
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER - CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt13CLO
IRS990/Form990PartVIISectionAGrp/TitleTxt14FINANCIAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt16MORTGAGE LOAN OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-13570
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014645046
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/TotalAmt057685
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0854964
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0729492
IRS990/IRPDocumentCnt06840
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05105424
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05367462
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04890514
IRS990/LandBldgEquipCostOrOtherBssAmt09995938
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt013570
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/BOYAmt07315972
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03069147
IRS990/NetAssetsOrFundBalancesBOYAmt017651519
IRS990/NetAssetsOrFundBalancesEOYAmt019360129
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13570
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13570
IRS990/NetUnrelatedBusTxblIncmAmt0-38637
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0632071
IRS990/OfficeExpensesGrp/TotalAmt0394705
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02479561
IRS990/OtherAssetsTotalGrp/EOYAmt02818547
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01073660
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1OPERATING EXPENSES
IRS990/OtherExpensesGrp/TotalAmt03262750
IRS990/OtherExpensesGrp/TotalAmt12049605
IRS990/OtherLiabilitiesGrp/BOYAmt0186941008
IRS990/OtherLiabilitiesGrp/EOYAmt0218995330
IRS990/OtherSalariesAndWagesGrp/TotalAmt01989539
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0342708
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0308790
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/RelatedOrExemptFuncIncomeAmt014586723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014586723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt158323
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt058323
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt018000
IRS990/PYInvestmentIncomeAmt0238719
IRS990/PYOtherExpensesAmt07458894
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013289605
IRS990/PYRevenuesLessExpensesAmt01509776
IRS990/PYSalariesCompEmpBnftPaidAmt04541654
IRS990/PYTotalExpensesAmt012018548
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013528324
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0709957
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0412834
IRS990/ReconcilationRevenueExpnssAmt01708610
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017651519
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019360129
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022949367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020218340
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02869684
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02197665
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05067349
IRS990ScheduleD/EquipmentGrp/BookValueAmt0962705
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02907759
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03870464
IRS990ScheduleD/LandGrp/BookValueAmt01058125
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01058125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0218995330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE AND DEPOSIT ACCOUNTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04890514
IRS990ScheduleD/TotalLiabilityAmt0218995330
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/BaseCompensationFilingOrgAmt0168312
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1108093
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2103765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt362748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt426987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount018375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount115167
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount212432
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount382199
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount4132507
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt039166
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt125800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt224261
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt316034
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt4418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10

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Filings

Displayed year

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

Open filing
Assets
$243,740,920
Liabilities
$224,380,791
Net assets
$19,360,129
Revenue
$14,631,476
Expenses
$12,922,866
Net income
$1,708,610
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