Civic Intelligence

Credit Union 1

990 • Fiscal year 2019 • EIN 92-0021481

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 18, 2020

Organization Profilewww.cu1.org

View Organization Page

1941 Abbott RoadAnchorage, AK 99507

(907) 339-9485

Siviq Scores

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

Liabilities / Assets

20th percentile

0.87x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

12th percentile

13.83x

Higher debt load relative to revenue than 12% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Net Margin

32nd percentile

15%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Top Officer Pay

17th percentile

$597,903

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Asset Growth

39th percentile

6.6%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

3.1%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,090,013,655

Up $67,022,358 (+6.6%) from 2018

Net Assets

Up

$141,023,606

Up $15,235,567 (+12%) from 2018

Liabilities

Up

$948,990,049

Up $51,786,791 (+5.8%) from 2018

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin32nd percentile

Revenue

Up

$68,611,533

Up $2,091,691 (+3.1%) from 2018

Expenses

Up

$58,593,958

Up $966,514 (+1.7%) from 2018

Net Income

Up

$10,017,575

Up $1,125,177 (+13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $719,339,186Liabilities 2010: $642,790,999Net Assets 2010: $76,548,1872010Assets 2011: $764,930,212Liabilities 2011: $680,738,266Net Assets 2011: $84,191,9462011Assets 2012: $826,893,960Liabilities 2012: $736,309,632Net Assets 2012: $90,584,3282012Assets 2013: $862,355,591Liabilities 2013: $767,002,018Net Assets 2013: $95,353,5732013Assets 2014: $889,879,533Liabilities 2014: $785,753,413Net Assets 2014: $104,126,1202014Assets 2015: $924,792,310Liabilities 2015: $813,509,715Net Assets 2015: $111,282,5952015Assets 2016: $975,192,108Liabilities 2016: $858,572,103Net Assets 2016: $116,620,0052016Assets 2017: $1,006,920,083Liabilities 2017: $888,375,579Net Assets 2017: $118,544,5042017Assets 2018: $1,022,991,297Liabilities 2018: $897,203,258Net Assets 2018: $125,788,0392018Assets 2019: $1,090,013,655Liabilities 2019: $948,990,049Net Assets 2019: $141,023,6062019Assets 2020: $1,293,913,722Liabilities 2020: $1,144,222,338Net Assets 2020: $149,691,3842020Assets 2021: $1,468,974,903Liabilities 2021: $1,309,627,303Net Assets 2021: $159,347,6002021Assets 2022: $1,475,579,183Liabilities 2022: $1,328,663,622Net Assets 2022: $146,915,5612022Assets 2023: $1,519,582,740Liabilities 2023: $1,358,646,940Net Assets 2023: $160,935,8002023Assets 2024: $1,468,794,139Liabilities 2024: $1,291,729,337Net Assets 2024: $177,064,8022024

Highlighted filing

2019

Assets$1,090,013,655
Liabilities$948,990,049
Net Assets$141,023,606
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$150M$100M$50M$0Expenses 2010: $40,998,6282010Expenses 2011: $39,188,5172011Expenses 2012: $42,328,8162012Expenses 2013: $44,938,7442013Revenue 2014: $56,922,704Expenses 2014: $47,389,138Net Income 2014: $9,533,5662014Revenue 2015: $59,422,223Expenses 2015: $51,488,878Net Income 2015: $7,933,3452015Revenue 2016: $63,944,987Expenses 2016: $58,112,983Net Income 2016: $5,832,0042016Revenue 2017: $65,399,610Expenses 2017: $62,850,139Net Income 2017: $2,549,4712017Revenue 2018: $66,519,842Expenses 2018: $57,627,444Net Income 2018: $8,892,3982018Revenue 2019: $68,611,533Expenses 2019: $58,593,958Net Income 2019: $10,017,5752019Revenue 2020: $65,289,354Expenses 2020: $58,760,833Net Income 2020: $6,528,5212020Revenue 2021: $70,736,844Expenses 2021: $56,215,868Net Income 2021: $14,520,9762021Revenue 2022: $77,760,445Expenses 2022: $66,519,887Net Income 2022: $11,240,5582022Revenue 2023: $92,423,998Expenses 2023: $83,312,210Net Income 2023: $9,111,7882023Revenue 2024: $100,698,593Expenses 2024: $86,638,109Net Income 2024: $14,060,4842024

Highlighted filing

2019

Revenue$68,611,533
Expenses$58,593,958
Net Income$10,017,575
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 18, 2020
Return Version
2019v5.0
Gross Receipts
$153,285,320
Mission and Program Overview

Mission

Help members achieve their financial goals by focusing on excellent service and value

Help members achieve their financial goals by focusing on excellent service and value.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$768,504,764$821,736,054▲ $53,231,290
Rtn Earn Endowment Incm Other Fnds$129,685,770$141,023,606▲ $11,337,836
Investments Other Securities$96,240,101$127,178,135▲ $30,938,034
Savings and Temporary Cash Investments$103,461,256$51,499,841▼ $51,961,415
Land, Buildings, and Equipment, Net$34,497,107$34,121,396▼ $375,711
Cash and Non-Interest-Bearing Accounts$8,431,010$11,328,751▲ $2,897,741
Prepaid Expenses and Deferred Charges$2,040,653$1,970,396▼ $70,257
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$1,052,284,549$1,090,013,655▲ $37,729,106
Other Assets Total$39,109,658$42,179,082▲ $3,069,424
Liabilities
Accounts Payable and Accrued Expenses$904,494,557$931,281,768▲ $26,787,211
Other Liabilities$14,967,039$14,450,650▼ $516,389
Escrow Account Liability$3,137,183$3,257,631▲ $120,448
Total Liabilities$922,598,779$948,990,049▲ $26,391,270
Net Assets / Fund Balance
Total Net Assets Fund Balance$129,685,770$141,023,606▲ $11,337,836
Total Liabilities and Net Assets / Fund Balance$1,052,284,549$1,090,013,655▲ $37,729,106

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,708,616$17,407,227-
Other Land Buildings$219,029$0-
Land$13,403,119--
Equipment$4,790,632$14,080,712-
Leasehold Improvements$0$673,659-
Other Securities$127,178,135--
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President/CEOFT$343,466$254,437$597,903
-Chief Lending OfficerFT$203,433$304,608$508,041
-SVP of Member AssistanceFT$161,981$253,622$415,603
-Chief Culture OfficerFT$165,531$142,046$307,577
-Chief Operating OfficerFT$209,717$94,025$303,742
-VP Chief Audit ExecutiveFT$113,912$169,577$283,489
-Chief Financial OfficerFT$208,479$58,732$267,211
-Chief Technology OfficerFT$210,702$21,890$232,592
-Senior Project ManagerFT$126,451$69,925$196,376
-Enterprise Systems ManagerFT$129,404$63,814$193,218
-VP of E-servicesFT$122,292$53,871$176,163

Board Members and Trustees

NameTitle
-Chairman
-Vice Chair
-Director
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$58,099,412
Investment Income
$5,087,974
Other Revenue
$5,424,147
Change in Net Assets
$10,017,575

Audited Revenue Reconciliation

Revenue per Audited Statements
$68,611,533
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$68,611,533
Total Revenue per Form 990
$68,611,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$30,448,132
Other Expenses$28,128,826
Grants and Similar Amounts Paid$17,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons---$21,151,832
Office Expenses---$7,212,618
Other Employee Benefits---$3,714,577
Interest---$3,645,044
Information Technology---$3,229,405
Depreciation Depletion---$2,673,169
Occupancy---$2,398,066
Current Officers, Directors, Trustees, and Key Employees$0$0$0$2,186,340
Payroll Taxes---$1,838,159
Pension Plan Contributions---$1,557,224
Advertising---$1,267,406
Fees for Services Other$0$0$0$905,913
Travel---$407,691
Conferences and Meetings---$312,718
Insurance---$295,932
Fees for Services Accounting---$186,328
Other Expenses---$148,758
Fees for Services Legal---$85,014
Grants to Domestic Individuals---$17,000
Total Functional Expenses$0$0$0$58,593,958

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$58,593,958
Total Expenses per Audited Statements$58,593,958
Total Expenses per Form 990$58,593,958
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employee Benefits$4,929,437
Accrued Expenses$4,550,669
Card Settlement$3,436,779
Suspense Accounts$1,251,525
Misc Liabilities$282,005
Accrued Dividends$235
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 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, Line 2 Family/business relationships amongst interested persons

“Marietta Hall and James Wileman - Business relationship”

Form 990, Part VI, Line 6 Classes of members or stockholders

“Credit union account holders are members.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“Members can vote to elect the governing body at the annual meeting.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The 990 was reviewed and approved by the officers and board of directors before it was filed.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Employees sign annually that they have read and understand the conflicts of interest policy. Board of directors report in writing any conflicts of interest annually.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“Ceo compensation is approved by the board of directors. Compensation surveys are obtained and the compensation review and approval process is documented. Process last completed in 2019.”

Form 990, Part VI, Line 15B Process to establish compensation of other employees

“Compensation is approved by the president. Compensation surveys are obtained and the compensation review and approval process is documented”

Form 990, Part VI, Line 19 Required documents available to the public

“Documents are made available upon request.”

Form 990, Part VIII, Line 11D Other Miscellaneous Revenue

“Computer Services - Total Revenue: 325067, Related or Exempt Function Revenue: , Unrelated Business Revenue: 325067, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MBI - Total Revenue: 136496, Related or Exempt Function Revenue: , Unrelated Business Revenue: 136496, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; AD&D - Total Revenue: 239373, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 239373;”

Filing and Contact Details

Filer

Filer Name
Credit Union 1
EIN
92-0021481
Phone
9073399485
Address
1941 Abbott Road, Anchorage, AK 99507

Signing Officer

Name
James Wileman
Title
President & CEO
Signed
2020-08-18

Organization Details

Formed
1982
Legal Domicile
Ak
Voting Board Members
6
Independent Board Members
6
Employees
501
Volunteers
9
Supplemental Narrative

Additional Explanations

Schedule L, Part I BUSINESS TRANSACTIONS

“Business transactions between the credit union and interested persons as members of the credit union with the same terms offered to other members of the credit union were not included on schedule l”

Financial Statement Notes

Schedule D, Part IV, Line 2B Mortgage Escrow

“Escrow amount represents mortgage loan reserves. See Statement”

Schedule D, Part IV, Line 2B Explanation of escrow agreement

“Escrow amount represents mortgage loan reserves”

Raw XML AppendixShowing 400 of 686 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/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF CULTURE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF TECHNOLOGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP OF MEMBER ASSISTANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ENTERPRISE SYSTEMS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP CHIEF AUDIT EXECUTIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR PROJECT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF E-SERVICES
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IRS990/InsuranceGrp/TotalAmt0295932
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IRS990/LocalChaptersInd0true
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IRS990/MembersOrStockholdersInd0true
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt0239373
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0700936
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt0461563
IRS990/MissionDesc0HELP MEMBERS ACHIEVE THEIR FINANCIAL GOALS BY FOCUSING ON EXCELLENT SERVICE AND VALUE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0129685770
IRS990/NetAssetsOrFundBalancesEOYAmt0141023606
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0292602
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0292602
IRS990/NetUnrelatedBusTxblIncmAmt0-348145
IRS990/NetUnrlzdGainsLossesInvstAmt01320261
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt02398066
IRS990/OfficeExpensesGrp/TotalAmt07212618
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt042179082
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc0LOAN LOSS
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IRS990/OtherExpensesGrp/Desc2OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
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IRS990/OtherExpensesGrp/TotalAmt12073970
IRS990/OtherExpensesGrp/TotalAmt2925673
IRS990/OtherExpensesGrp/TotalAmt3148758
IRS990/OtherLiabilitiesGrp/BOYAmt014967039
IRS990/OtherLiabilitiesGrp/EOYAmt014450650
IRS990/OtherRevenueMiscGrp/Desc0CREDIT LIFE & DISABILITY
IRS990/OtherRevenueMiscGrp/Desc1GAP FEES
IRS990/OtherRevenueMiscGrp/Desc2MISC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02174005
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11259291
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21289915
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02174005
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11259291
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21289915
IRS990/OtherRevenueTotalAmt05424147
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0768504764
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0821736054
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt01838159
IRS990/PensionPlanContributionsGrp/TotalAmt01557224
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02040653
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01970396
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0James Wileman
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST FROM LOANS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICING FEES
IRS990/ProgramServiceRevenueGrp/Desc2ORIGINATION FEES
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt118006413
IRS990/ProgramServiceRevenueGrp/ExclusionAmt2617133
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2617133
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0121908
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01209184
IRS990/PYOtherExpensesAmt06710123
IRS990/PYOtherRevenueAmt01583037
IRS990/PYProgramServiceRevenueAmt014487182
IRS990/PYRevenuesLessExpensesAmt03068037
IRS990/PYSalariesCompEmpBnftPaidAmt07501243
IRS990/PYTotalExpensesAmt014211366
IRS990/PYTotalRevenueAmt017279403
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010017575
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0129685770
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0141023606
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt051499841
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt015708616
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017407227
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt033115843
IRS990ScheduleD/EquipmentGrp/BookValueAmt04790632
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014080712
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt018871344
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt013403119
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IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0673659
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IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0219029
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14550669
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23436779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34929437
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4282005
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51251525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED DIVIDENDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CARD SETTLEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3EMPLOYEE BENEFITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4MISC LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5SUSPENSE ACCOUNTS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt068611533
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Escrow amount represents mortgage loan reserves. See Statement
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ESCROW AMOUNT REPRESENTS MORTGAGE LOAN RESERVES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part IV, Line 2b Mortgage Escrow
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part IV, Line 2b Explanation of escrow agreement
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0127178135
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IRS990ScheduleD/TotalRevenuePerForm990Amt068611533
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,090,013,655
Liabilities
$948,990,049
Net assets
$141,023,606
Revenue
$68,611,533
Expenses
$58,593,958
Net income
$10,017,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,469$1,292$177$101$86.6$14.1
2023Detailed filing. Detailed filing data is available for this year.$1,520$1,359$161$92.4$83.3$9.11
2022Detailed filing. Detailed filing data is available for this year.$1,476$1,329$147$77.8$66.5$11.2
2021Detailed filing. Detailed filing data is available for this year.$1,469$1,310$159$70.7$56.2$14.5
2020Detailed filing. Detailed filing data is available for this year.$1,294$1,144$150$65.3$58.8$6.53
2019Detailed filing. Detailed filing data is available for this year.$1,090$949$141$68.6$58.6$10.0
2018Detailed filing. Detailed filing data is available for this year.$1,023$897$126$66.5$57.6$8.89
2017Detailed filing. Detailed filing data is available for this year.$1,007$888$119$65.4$62.9$2.55
2016Detailed filing. Detailed filing data is available for this year.$975$859$117$63.9$58.1$5.83
2015Detailed filing. Detailed filing data is available for this year.$925$814$111$59.4$51.5$7.93
2014Detailed filing. Detailed filing data is available for this year.$890$786$104$56.9$47.4$9.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$862$767$95.4$44.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$827$736$90.6$42.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$765$681$84.2$39.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$719$643$76.5$41.0