Civic Intelligence

Credit Union 1

990 • Fiscal year 2021 • EIN 92-0021481

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 06, 2022

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

23rd percentile

0.89x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

18.51x

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

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Net Margin

42nd percentile

21%

Higher net margin than 42% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Top Officer Pay

12th percentile

$532,761

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

8.3%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,468,974,903

Up $175,061,181 (+14%) from 2020

Net Assets

Up

$159,347,600

Up $9,656,216 (+6.5%) from 2020

Liabilities

Up

$1,309,627,303

Up $165,404,965 (+14%) from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin42nd percentile

Revenue

Up

$70,736,844

Up $5,447,490 (+8.3%) from 2020

Expenses

Down

$56,215,868

Down $2,544,965 (-4.3%) from 2020

Net Income

Up

$14,520,976

Up $7,992,455 (+122%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2021

Assets$1,468,974,903
Liabilities$1,309,627,303
Net Assets$159,347,600
Open 2021 Filing

Operations Trend

Revenue Growth76th 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

2021

Revenue$70,736,844
Expenses$56,215,868
Net Income$14,520,976
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 6, 2022
Return Version
2021v4.2
Gross Receipts
$72,721,509
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$836,994,117$835,862,164▼ $1,131,953
Investments Other Securities$202,771,819$292,783,107▲ $90,011,288
Savings and Temporary Cash Investments$162,594,935$241,180,189▲ $78,585,254
Rtn Earn Endowment Incm Other Fnds$149,691,384$159,347,600▲ $9,656,216
Land, Buildings, and Equipment, Net$32,605,624$33,316,698▲ $711,074
Cash and Non-Interest-Bearing Accounts$10,568,442$15,394,835▲ $4,826,393
Prepaid Expenses and Deferred Charges$2,308,202$1,992,785▼ $315,417
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$1,293,913,722$1,468,974,903▲ $175,061,181
Other Assets Total$46,070,583$48,445,125▲ $2,374,542
Liabilities
Accounts Payable and Accrued Expenses$1,124,596,535$1,291,745,282▲ $167,148,747
Other Liabilities$16,274,031$14,809,315▼ $1,464,716
Escrow Account Liability$3,351,772$3,072,706▼ $279,066
Total Liabilities$1,144,222,338$1,309,627,303▲ $165,404,965
Net Assets / Fund Balance
Total Net Assets Fund Balance$149,691,384$159,347,600▲ $9,656,216
Total Liabilities and Net Assets / Fund Balance$1,293,913,722$1,468,974,903▲ $175,061,181

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,752,860$17,235,159$32,988,019
Equipment$5,525,470$15,456,987$20,982,457
Land$12,008,803-$12,008,803
Leasehold Improvements$0$708,398$708,398
Other Land Buildings$29,565$0$29,565
Other Securities$292,783,107--
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President/CEOFT$373,881$158,880$532,761
-Chief Lending OfficerFT$70,087$347,644$417,731
-Chief Operating OfficerFT$253,130$108,399$361,529
-Chief Financial OfficerFT$245,196$105,007$350,203
-Chief Technology OfficerFT$235,359$94,734$330,093
-VP of Real Estate LendingFT$147,565$66,117$213,682
-Director of Enterprise SecurityFT$131,594$70,562$202,156
-Director of Project SolutionsFT$129,821$70,885$200,706
-VP of Human ResourcesFT$126,186$52,109$178,295
-Senior Core EngineerFT$138,974$20,590$159,564

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,451,527
Investment Income
$4,657,907
Other Revenue
$4,627,410
Change in Net Assets
$14,520,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$70,736,844
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$70,736,844
Total Revenue per Form 990
$70,736,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$29,853,749
Other Expenses$26,341,619
Grants and Similar Amounts Paid$20,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons---$20,058,948
Office Expenses---$7,293,742
Other Employee Benefits---$4,563,400
Interest---$4,259,075
Information Technology---$4,036,373
Depreciation Depletion---$3,388,006
Occupancy---$2,089,324
Current Officers, Directors, Trustees, and Key Employees---$1,992,317
Payroll Taxes---$1,762,822
Pension Plan Contributions---$1,476,262
Fees for Services Accounting---$386,682
Insurance---$375,111
Advertising---$373,766
Fees for Services Other---$247,558
Travel---$199,414
Conferences and Meetings---$98,311
Other Expenses---$94,068
Fees for Services Legal---$88,414
Grants to Domestic Individuals---$20,500
Total Functional Expenses$0$0$0$56,215,868

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$56,215,868
Total Expenses per Audited Statements$56,215,868
Total Expenses per Form 990$56,215,868
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$4,877,594
Card Settlement$4,504,275
Employee Benefits$4,090,043
Suspense Accounts$1,027,432
Misc Liabilities$308,961
Accrued Dividends$1,010
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 2021.”

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 Insurance - Total Revenue: 278991, Related or Exempt Function Revenue: 278991, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Computer Services - Total Revenue: 244753, Related or Exempt Function Revenue: , Unrelated Business Revenue: 244753, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MBI - Total Revenue: 46150, Related or Exempt Function Revenue: , Unrelated Business Revenue: 46150, 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
Mark Burgess
Title
President, CEO
Phone
9073398138
Signed
2022-10-06

Organization Details

Formed
1982
Legal Domicile
Ak
Voting Board Members
7
Independent Board Members
7
Employees
570
Volunteers
10
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 663 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/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
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/TitleTxt8PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF TECHNOLOGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP OF REAL ESTATE LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR CORE ENGINEER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF ENTERPRISE SECURITY
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF PROJECT SOLUTIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF LENDING OFFICER
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/InsuranceGrp/TotalAmt0375111
IRS990/InterestGrp/TotalAmt04259075
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0292783107
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IRS990/IRPDocumentCnt016893
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt032605624
IRS990/LandBldgEquipBasisNetGrp/EOYAmt033316698
IRS990/LandBldgEquipCostOrOtherBssAmt066717242
IRS990/LegalDomicileStateCd0AK
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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/ExclusionAmt00
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0569894
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt0290903
IRS990/MissionDesc0HELP MEMBERS ACHIEVE THEIR FINANCIAL GOALS BY FOCUSING ON EXCELLENT SERVICE AND VALUE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0149691384
IRS990/NetAssetsOrFundBalancesEOYAmt0159347600
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01618281
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01618281
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4864760
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt02089324
IRS990/OfficeExpensesGrp/TotalAmt07293742
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OtherAssetsTotalGrp/BOYAmt046070583
IRS990/OtherAssetsTotalGrp/EOYAmt048445125
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04563400
IRS990/OtherExpensesGrp/Desc0LOAN LOSS
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/TotalAmt0358926
IRS990/OtherExpensesGrp/TotalAmt11905969
IRS990/OtherExpensesGrp/TotalAmt21146880
IRS990/OtherExpensesGrp/TotalAmt394068
IRS990/OtherLiabilitiesGrp/BOYAmt016274031
IRS990/OtherLiabilitiesGrp/EOYAmt014809315
IRS990/OtherRevenueMiscGrp/Desc0CREDIT LIFE & DISABILITY
IRS990/OtherRevenueMiscGrp/Desc1GAP FEES
IRS990/OtherRevenueMiscGrp/Desc2MISC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01812364
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1932444
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21312708
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01812364
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1932444
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21312708
IRS990/OtherRevenueTotalAmt04627410
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0836994117
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0835862164
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt01762822
IRS990/PensionPlanContributionsGrp/TotalAmt01476262
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02308202
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01992785
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Mark Burgess
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST FROM LOANS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICING FEES
IRS990/ProgramServiceRevenueGrp/Desc2ORIGINATION FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt040003789
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020693753
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1626728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040003789
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120821010
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2626728
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0127257
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021450
IRS990/PYInvestmentIncomeAmt01339972
IRS990/PYOtherExpensesAmt028775998
IRS990/PYOtherRevenueAmt06622502
IRS990/PYProgramServiceRevenueAmt057326880
IRS990/PYRevenuesLessExpensesAmt06528521
IRS990/PYSalariesCompEmpBnftPaidAmt029963385
IRS990/PYTotalExpensesAmt058760833
IRS990/PYTotalRevenueAmt065289354
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt014520976
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0149691384
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0159347600
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0162594935
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0241180189
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt015752860
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017235159
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt032988019
IRS990ScheduleD/EquipmentGrp/BookValueAmt05525470
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015456987
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020982457
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt056215868
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt012008803
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012008803
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0708398
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0708398
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt029565
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt029565
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14877594
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24504275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34090043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4308961
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51027432
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/OtherRevenuesNotIncludedAmt00
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt070736844
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/TotalBookValueLandBuildingsAmt033316698
IRS990ScheduleD/TotalBookValueSecuritiesAmt0292783107
IRS990ScheduleD/TotalExpensesPerForm990Amt056215868
IRS990ScheduleD/TotalLiabilityAmt014809315
IRS990ScheduleD/TotalRevenuePerForm990Amt070736844
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt070736844
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt056215868
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt019
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP GRANTS ARE PAYABLE ONLY TO SCHOOL OF CHOICE ON BEHALF OF GRANT RECIPIENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/FirstClassOrCharterTravelInd0X
IRS990/ScheduleJRequiredInd0true

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,468,974,903
Liabilities
$1,309,627,303
Net assets
$159,347,600
Revenue
$70,736,844
Expenses
$56,215,868
Net income
$14,520,976
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