Civic Intelligence

Harborstone Credit Union

990 • Fiscal year 2011 • EIN 91-0659059

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

Organization ProfileWWW.HARBORSTONE.COM

View Organization Page

PO Box 420798438-0207
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$756,100,862

Flat from 2011

Net Assets

Flat

$90,031,585

Flat from 2011

Liabilities

Flat

$666,069,277

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$34,351,142

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0B$2.0B$1.0B$0Assets 2010: $742,247,902Liabilities 2010: $658,637,380Net Assets 2010: $83,610,5222010Assets 2011: $756,100,862Liabilities 2011: $666,069,277Net Assets 2011: $90,031,5852011Assets 2011: $756,100,862Liabilities 2011: $666,069,277Net Assets 2011: $90,031,5852011Assets 2012: $792,637,111Liabilities 2012: $698,735,309Net Assets 2012: $93,901,8022012Assets 2013: $1,066,998,328Liabilities 2013: $953,819,705Net Assets 2013: $113,178,6232013Assets 2014: $1,102,724,712Liabilities 2014: $977,050,405Net Assets 2014: $125,674,3072014Assets 2015: $1,148,072,492Liabilities 2015: $1,016,538,993Net Assets 2015: $131,533,4992015Assets 2016: $1,199,334,729Liabilities 2016: $1,060,367,049Net Assets 2016: $138,967,6802016Assets 2017: $1,245,867,310Liabilities 2017: $1,099,559,494Net Assets 2017: $146,307,8162017Assets 2018: $1,335,183,051Liabilities 2018: $1,178,387,553Net Assets 2018: $156,795,4982018Assets 2019: $1,532,553,283Liabilities 2019: $1,360,846,614Net Assets 2019: $171,706,6692019Assets 2020: $1,695,810,664Liabilities 2020: $1,506,957,772Net Assets 2020: $188,852,8922020Assets 2021: $1,876,992,646Liabilities 2021: $1,677,773,866Net Assets 2021: $199,218,7802021Assets 2022: $1,861,434,553Liabilities 2022: $1,704,766,600Net Assets 2022: $156,667,9532022Assets 2023: $1,907,287,967Liabilities 2023: $1,741,880,043Net Assets 2023: $165,407,9242023Assets 2024: $2,109,617,653Liabilities 2024: $1,932,427,270Net Assets 2024: $177,190,3832024

Highlighted filing

2011

Assets$756,100,862
Liabilities$666,069,277
Net Assets$90,031,585
Open 2011 Filing

Operations Trend

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

$150M$100M$50M$0Expenses 2010: $41,591,7172010Expenses 2011: $34,351,1422011Revenue 2011: $38,734,896Expenses 2011: $34,351,142Net Income 2011: $4,383,7542011Expenses 2012: $31,522,9102012Revenue 2013: $45,951,929Expenses 2013: $41,151,340Net Income 2013: $4,800,5892013Revenue 2014: $47,610,878Expenses 2014: $41,375,985Net Income 2014: $6,234,8932014Revenue 2015: $50,476,345Expenses 2015: $42,990,617Net Income 2015: $7,485,7282015Revenue 2016: $52,611,421Expenses 2016: $45,185,708Net Income 2016: $7,425,7132016Revenue 2017: $54,023,361Expenses 2017: $46,757,171Net Income 2017: $7,266,1902017Revenue 2018: $61,139,119Expenses 2018: $49,891,337Net Income 2018: $11,247,7822018Revenue 2019: $70,863,648Expenses 2019: $60,453,057Net Income 2019: $10,410,5912019Revenue 2020: $72,780,234Expenses 2020: $60,405,530Net Income 2020: $12,374,7042020Revenue 2021: $74,633,531Expenses 2021: $54,482,813Net Income 2021: $20,150,7182021Revenue 2022: $76,742,957Expenses 2022: $62,794,019Net Income 2022: $13,948,9382022Revenue 2023: $93,110,698Expenses 2023: $86,011,707Net Income 2023: $7,098,9912023Revenue 2024: $122,675,100Expenses 2024: $111,921,139Net Income 2024: $10,753,9612024

Highlighted filing

2011

Revenue-
Expenses$34,351,142
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Gross Receipts
$47,372,056
Mission and Program Overview

Mission

The credit union is a member owned, not for profit, cooperative, operated for the purpose of creating a means whereby members can provide each other with needed financial service.

Major Activities

Activity 2
Providing business loans to 244 members totaling $101,775,651
Activity 3
Maintaining deposits on 100,014 member and business accounts totaling $650,434,902.
Filing and Contact Details

Filer

EIN
91-0659059
Raw XML AppendixShowing 400 of 659 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE ESCROW ACCOUNTS HOLD AMOUNTS COLLECTED WITH THE MEMBERS' MORTGAGE PAYMENTS THAT ARE TO BE USED TO PAY THOSE MEMBERS' HOMEOWNERS' INSURANCE PREMIUMS AND PROPERTY TAXES WHEN DUE.
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IRS990ScheduleD/OtherLandBuildings/Depreciation0445760
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0491674
IRS990ScheduleD/OtherLiabilities/Amount0650434902
IRS990ScheduleD/OtherLiabilities/Amount1219289
IRS990ScheduleD/OtherLiabilities/Description0MEMBER'S SHARES
IRS990ScheduleD/OtherLiabilities/Description1DEFERRED COMPENSATION
IRS990ScheduleD/OtherSecurities/BookValue0290390534
IRS990ScheduleD/OtherSecurities/BookValue110111931
IRS990ScheduleD/OtherSecurities/Description0AVAILABLE FOR SALE SECURITIES
IRS990ScheduleD/OtherSecurities/Description1457(F) DEFERRED COMPENSATION PLAN
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/TotalOfAmounts0650654191
IRS990ScheduleD/TotalOfBookValueLandBuildings027538644
IRS990ScheduleD/TotalOfBookValueSecurities0306332996
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: REQUESTS FOR GRANTS ARE EVALUATED BY THE CREDIT UNION QUARTERLY. ORGANIZATIONS REQUESTING OR RECEIVING GRANTS UNDER $2,500 MUST PROVIDE THEIR IRS EXEMPTION LETTER STATING THEY ARE 501(C)(3), A CORPORATE GIVING APPLICATION PRODUCED BY THE CREDIT UNION, A COMPLETED BUDGET FOR THE EVENT OR PROJECT AND EXPLAIN THE SOURCES OF REVENUE AND SUPPORTING DOCUMENTATION FOR USE OF FUNDS. ORGANIZATIONS REQUESTING OR RECEIVING GRANTS OVER $2,500 MUST PROVIDE THEIR IRS EXEMPTION LETTER STATING THEY ARE 501(C)(3), A CORPORATE GIVING APPLICATION PRODUCED BY THE CREDIT UNION, A COMPLETED BUDGET FOR THE EVENT OR PROJECT AND EXPLAIN THE SOURCES OF REVENUE, COPIES OF CURRENT AND PAST TWO YEARS' AUDITED FINANCIALS, A COMPLETE LIST OF BOARD MEMBERS AND MANAGEMENT AND SUPPORTING DOCUMENTATION FOR USE OF FUNDS. THE CORPORATE GIVING APPLICATION REQUESTS THE GRANT'S PURPOSE, HOW THE FUNDS WILL BE USE AND HOW THE FUNDS WILL IMPACT THE LOCAL COMMUNITY.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10PO BOX 1082
IRS990ScheduleI/RecipientTable/AddressUS/City0TACOMA
IRS990ScheduleI/RecipientTable/AddressUS/State0WA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode098401
IRS990ScheduleI/RecipientTable/AmountOfCashGrant015000
IRS990ScheduleI/RecipientTable/AmountOfNonCashAssistance00
IRS990ScheduleI/RecipientTable/EINOfRecipient0383675245
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO SUPPORT MILITARY HEALTH, WELFARE AND MORALE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10PIERCE MILITARY AND BUSINESS ALLIANCE
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/DiscretionarySpendingAccount0X
IRS990ScheduleJ/EquityBasedCompArrangement00

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$756,100,862
Liabilities
$666,069,277
Net assets
$90,031,585
Revenue
-
Expenses
$34,351,142
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,110$1,932$177$123$112$10.8
2023Detailed filing. Detailed filing data is available for this year.$1,907$1,742$165$93.1$86.0$7.10
2022Detailed filing. Detailed filing data is available for this year.$1,861$1,705$157$76.7$62.8$13.9
2021Detailed filing. Detailed filing data is available for this year.$1,877$1,678$199$74.6$54.5$20.2
2020Detailed filing. Detailed filing data is available for this year.$1,696$1,507$189$72.8$60.4$12.4
2019Detailed filing. Detailed filing data is available for this year.$1,533$1,361$172$70.9$60.5$10.4
2018Detailed filing. Detailed filing data is available for this year.$1,335$1,178$157$61.1$49.9$11.2
2017Detailed filing. Detailed filing data is available for this year.$1,246$1,100$146$54.0$46.8$7.27
2016Detailed filing. Detailed filing data is available for this year.$1,199$1,060$139$52.6$45.2$7.43
2015Detailed filing. Detailed filing data is available for this year.$1,148$1,017$132$50.5$43.0$7.49
2014Detailed filing. Detailed filing data is available for this year.$1,103$977$126$47.6$41.4$6.23
2013Detailed filing. Detailed filing data is available for this year.$1,067$954$113$46.0$41.2$4.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$793$699$93.9$31.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$756$666$90.0$34.4
2011Summary only. Only limited summary data is available for this year.$756$666$90.0$38.7$34.4$4.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$742$659$83.6$41.6