Civic Intelligence

Credit Union 1

990 • Fiscal year 2020 • EIN 92-0021481

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

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

22nd percentile

0.88x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

17.53x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Net Margin

23rd percentile

10.0%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Top Officer Pay

25th percentile

$664,494

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Asset Growth

51st percentile

19%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-4.8%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,293,913,722

Up $203,900,067 (+19%) from 2019

Net Assets

Up

$149,691,384

Up $8,667,778 (+6.1%) from 2019

Liabilities

Up

$1,144,222,338

Up $195,232,289 (+21%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin23rd percentile

Revenue

Down

$65,289,354

Down $3,322,179 (-4.8%) from 2019

Expenses

Up

$58,760,833

Up $166,875 (+0.3%) from 2019

Net Income

Down

$6,528,521

Down $3,489,054 (-35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$1,293,913,722
Liabilities$1,144,222,338
Net Assets$149,691,384
Open 2020 Filing

Operations Trend

Revenue Growth21st 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

2020

Revenue$65,289,354
Expenses$58,760,833
Net Income$6,528,521
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.0
Gross Receipts
$79,848,125
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$821,736,054$836,994,117▲ $15,258,063
Investments Other Securities$127,178,135$202,771,819▲ $75,593,684
Savings and Temporary Cash Investments$51,499,841$162,594,935▲ $111,095,094
Rtn Earn Endowment Incm Other Fnds$141,023,606$149,691,384▲ $8,667,778
Land, Buildings, and Equipment, Net$34,121,396$32,605,624▼ $1,515,772
Cash and Non-Interest-Bearing Accounts$11,328,751$10,568,442▼ $760,309
Prepaid Expenses and Deferred Charges$1,970,396$2,308,202▲ $337,806
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$1,090,013,655$1,293,913,722▲ $203,900,067
Other Assets Total$42,179,082$46,070,583▲ $3,891,501
Liabilities
Accounts Payable and Accrued Expenses$931,281,768$1,124,596,535▲ $193,314,767
Other Liabilities$14,450,650$16,274,031▲ $1,823,381
Escrow Account Liability$3,257,631$3,351,772▲ $94,141
Total Liabilities$948,990,049$1,144,222,338▲ $195,232,289
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,023,606$149,691,384▲ $8,667,778
Total Liabilities and Net Assets / Fund Balance$1,090,013,655$1,293,913,722▲ $203,900,067

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,334,337$15,999,474$29,333,811
Equipment$6,275,304$13,862,918$20,138,222
Land$11,881,343-$11,881,343
Other Land Buildings$1,114,640$0$1,114,640
Leasehold Improvements$0$708,398$708,398
Other Securities$202,771,819--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-SVP of Member AssistanceFT$569,512$94,982$664,494
-President/CEOFT$388,287$169,970$558,257
-Chief Operating OfficerFT$231,240$122,342$353,582
-Chief Lending OfficerFT$227,748$120,664$348,412
-Chief Financial OfficerFT$228,550$103,791$332,341
-Chief Technology OfficerFT$224,541$89,772$314,313
-VP Chief Audit ExecutiveFT$162,341$138,663$301,004
-Director of Project SolutionsFT$128,636$113,070$241,706
-Director of Enterprise SecurityFT$129,470$78,182$207,652
-VP of It OperationsFT$123,873$66,961$190,834
-Enterprise Systems ManagerFT$132,246$58,564$190,810
-Senior Core EngineerFT$137,668$52,800$190,468

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,326,880
Investment Income
$1,339,972
Other Revenue
$6,622,502
Change in Net Assets
$6,528,521

Audited Revenue Reconciliation

Revenue per Audited Statements
$65,289,354
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$65,289,354
Total Revenue per Form 990
$65,289,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$29,963,385
Other Expenses$28,775,998
Grants and Similar Amounts Paid$21,450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons---$20,750,504
Office Expenses---$7,434,344
Interest---$4,264,267
Other Employee Benefits---$4,192,872
Information Technology---$3,916,220
Depreciation Depletion---$3,207,129
Occupancy---$2,254,193
Current Officers, Directors, Trustees, and Key Employees---$1,906,904
Advertising---$1,872,394
Payroll Taxes---$1,727,138
Pension Plan Contributions---$1,385,967
Fees for Services Accounting---$379,144
Insurance---$353,738
Travel---$236,794
Fees for Services Other---$217,694
Fees for Services Legal---$166,073
Conferences and Meetings---$143,892
Other Expenses---$125,786
Grants to Domestic Individuals---$21,450
Total Functional Expenses$0$0$0$58,760,833

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$58,760,833
Total Expenses per Audited Statements$58,760,833
Total Expenses per Form 990$58,760,833
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
Accrued Expenses$6,942,600
Card Settlement$4,700,093
Employee Benefits$3,466,120
Suspense Accounts$951,386
Misc Liabilities$212,772
Accrued Dividends$1,060
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 2020.”

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

“AD&D and Other Ins Fee Inc - Total Revenue: 317581, Related or Exempt Function Revenue: 317581, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Computer Services - Total Revenue: 322205, Related or Exempt Function Revenue: , Unrelated Business Revenue: 322205, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MBI - Total Revenue: 53200, Related or Exempt Function Revenue: , Unrelated Business Revenue: 53200, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;”

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
2021-10-27

Organization Details

Formed
1982
Legal Domicile
Ak
Voting Board Members
7
Independent Board Members
7
Employees
513
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 709 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/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF TECHNOLOGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12ENTERPRISE SYSTEMS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR CORE ENGINEER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF ENTERPRISE SECURITY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF PROJECT SOLUTIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF IT OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17SVP OF MEMBER ASSISTANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP CHIEF AUDIT EXECUTIVE
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IRS990/InsuranceGrp/TotalAmt0353738
IRS990/InterestGrp/TotalAmt04264267
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0202771819
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IRS990/IRPDocumentCnt015304
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030570790
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IRS990/LandBldgEquipCostOrOtherBssAmt063176414
IRS990/LegalDomicileStateCd0AK
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01849800
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012708971
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0692986
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt0375405
IRS990/MissionDesc0HELP MEMBERS ACHIEVE THEIR FINANCIAL GOALS BY FOCUSING ON EXCELLENT SERVICE AND VALUE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0141023606
IRS990/NetAssetsOrFundBalancesEOYAmt0149691384
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1666510
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1666510
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02139257
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt02254193
IRS990/OfficeExpensesGrp/TotalAmt07434344
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt042179082
IRS990/OtherAssetsTotalGrp/EOYAmt046070583
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04192872
IRS990/OtherExpensesGrp/Desc0LOAN LOSS
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
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IRS990/OtherExpensesGrp/TotalAmt11740273
IRS990/OtherExpensesGrp/TotalAmt21041955
IRS990/OtherExpensesGrp/TotalAmt3125786
IRS990/OtherLiabilitiesGrp/BOYAmt014450650
IRS990/OtherLiabilitiesGrp/EOYAmt016274031
IRS990/OtherRevenueMiscGrp/Desc0CREDIT LIFE & DISABILITY
IRS990/OtherRevenueMiscGrp/Desc1GAP FEES
IRS990/OtherRevenueMiscGrp/Desc2MISC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01783781
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1833422
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt23312313
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01783781
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1833422
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt23312313
IRS990/OtherRevenueTotalAmt06622502
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0821736054
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0836994117
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt01727138
IRS990/PensionPlanContributionsGrp/TotalAmt01385967
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01970396
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02308202
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0James Wileman
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc2ORIGINATION FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040900538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115469653
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2956689
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0130302
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IRS990/PYInvestmentIncomeAmt05087974
IRS990/PYOtherExpensesAmt028128826
IRS990/PYOtherRevenueAmt05424147
IRS990/PYProgramServiceRevenueAmt058099412
IRS990/PYRevenuesLessExpensesAmt010017575
IRS990/PYSalariesCompEmpBnftPaidAmt030448132
IRS990/PYTotalExpensesAmt058593958
IRS990/PYTotalRevenueAmt068611533
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06528521
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0141023606
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0149691384
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051499841
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162594935
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt015999474
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IRS990ScheduleD/EquipmentGrp/BookValueAmt06275304
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013862918
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020138222
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt058760833
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0708398
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16942600
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt33466120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4212772
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5951386
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/RevenueSubtotalAmt065289354
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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032605624
IRS990ScheduleD/TotalBookValueSecuritiesAmt0202771819
IRS990ScheduleD/TotalExpensesPerForm990Amt058760833

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,293,913,722
Liabilities
$1,144,222,338
Net assets
$149,691,384
Revenue
$65,289,354
Expenses
$58,760,833
Net income
$6,528,521
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