Civic Intelligence

Advantis Credit Union

990 • Fiscal year 2018 • EIN 93-0251640

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

Organization ProfileWWW.ADVANTISCU.ORG

View Organization Page

9200 SE Sunnybrook Blvd No 300Clackamas, OR 97015

(503) 785-2528

Siviq Scores

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

Liabilities / Assets

36th percentile

0.89x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

18.65x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Net Margin

29th percentile

16%

Higher net margin than 29% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Top Officer Pay

65th percentile

$997,922

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Asset Growth

30th percentile

3.9%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

8.3%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Flat

$1,426,868,115

Flat from 2018

Net Assets

Flat

$162,313,430

Flat from 2018

Liabilities

Flat

$1,264,554,685

Flat from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin29th percentile

Revenue

Flat

$67,814,244

Flat from 2018

Expenses

Flat

$57,001,316

Flat from 2018

Net Income

Flat

$10,812,928

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $756,349,275Liabilities 2010: $680,889,049Net Assets 2010: $75,460,2262010Assets 2011: $864,529,660Liabilities 2011: $783,469,456Net Assets 2011: $81,060,2042011Assets 2012: $987,827,326Liabilities 2012: $890,988,489Net Assets 2012: $96,838,8372012Assets 2013: $1,113,082,112Liabilities 2013: $1,004,403,375Net Assets 2013: $108,678,7372013Assets 2014: $1,165,974,434Liabilities 2014: $1,046,257,694Net Assets 2014: $119,716,7402014Assets 2015: $1,226,519,011Liabilities 2015: $1,095,370,196Net Assets 2015: $131,148,8152015Assets 2016: $1,319,728,290Liabilities 2016: $1,177,792,075Net Assets 2016: $141,936,2152016Assets 2017: $1,372,660,012Liabilities 2017: $1,221,104,947Net Assets 2017: $151,555,0652017Assets 2018: $1,426,868,115Liabilities 2018: $1,264,554,685Net Assets 2018: $162,313,4302018Assets 2018: $1,426,868,115Liabilities 2018: $1,264,554,685Net Assets 2018: $162,313,4302018Assets 2019: $1,478,812,305Liabilities 2019: $1,304,432,680Net Assets 2019: $174,379,6252019Assets 2020: $1,807,081,276Liabilities 2020: $1,619,018,112Net Assets 2020: $188,063,1642020Assets 2021: $1,980,374,380Liabilities 2021: $1,777,076,760Net Assets 2021: $203,297,6202021Assets 2022: $1,984,758,504Liabilities 2022: $1,773,405,527Net Assets 2022: $211,352,9772022Assets 2023: $1,954,971,748Liabilities 2023: $1,737,782,312Net Assets 2023: $217,189,4362023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,426,868,115
Liabilities$1,264,554,685
Net Assets$162,313,430
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $32,579,0822010Expenses 2011: $33,635,2902011Expenses 2012: $31,505,3422012Revenue 2013: $49,944,238Expenses 2013: $36,587,584Net Income 2013: $13,356,6542013Revenue 2014: $47,923,632Expenses 2014: $37,773,772Net Income 2014: $10,149,8602014Revenue 2015: $53,084,644Expenses 2015: $41,197,257Net Income 2015: $11,887,3872015Revenue 2016: $57,785,809Expenses 2016: $47,327,535Net Income 2016: $10,458,2742016Revenue 2017: $62,640,820Expenses 2017: $53,416,728Net Income 2017: $9,224,0922017Revenue 2018: $67,814,244Expenses 2018: $57,001,316Net Income 2018: $10,812,9282018Revenue 2018: $67,814,244Expenses 2018: $57,001,316Net Income 2018: $10,812,9282018Revenue 2019: $68,628,894Expenses 2019: $56,906,297Net Income 2019: $11,722,5972019Revenue 2020: $76,433,625Expenses 2020: $63,018,251Net Income 2020: $13,415,3742020Revenue 2021: $72,337,533Expenses 2021: $57,136,313Net Income 2021: $15,201,2202021Revenue 2022: $76,691,076Expenses 2022: $65,042,971Net Income 2022: $11,648,1052022Revenue 2023: $98,680,885Expenses 2023: $94,888,672Net Income 2023: $3,792,2132023Revenue 2024: $106,120,924Expenses 2024: $108,585,436Net Income 2024: -$2,464,5122024

Highlighted filing

2018

Revenue$67,814,244
Expenses$57,001,316
Net Income$10,812,928
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$73,538,502
Mission and Program Overview

Mission

To promote thrift among its members by affording them the opportunity for accumulating their savings, to create for them a source of credit at a fair and reasonable rate of interest and to provide the opportunity for the members to use and control their money in order to improve their economic and social condition.

Providing financial services to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,153,866,557$1,172,847,851▲ $18,981,294
Rtn Earn Endowment Incm Other Fnds$151,555,065$162,313,430▲ $10,758,365
Cash and Non-Interest-Bearing Accounts$107,962,326$149,248,019▲ $41,285,693
Investments in Publicly Traded Securities$34,526,040$27,687,147▼ $6,838,893
Land, Buildings, and Equipment, Net$10,979,288$10,199,376▼ $779,912
Investments Other Securities$2,941,449$2,204,949▼ $736,500
Prepaid Expenses and Deferred Charges$1,110,406$1,376,156▲ $265,750
Savings and Temporary Cash Investments$996,000$996,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,372,660,012$1,426,868,115▲ $54,208,103
Other Assets Total$60,277,946$62,308,617▲ $2,030,671
Liabilities
Other Liabilities$1,187,993,374$1,248,815,742▲ $60,822,368
Mortgage Notes Payable Secured by Investment Property$20,000,000--
Accounts Payable and Accrued Expenses$13,111,573$15,738,943▲ $2,627,370
Total Liabilities$1,221,104,947$1,264,554,685▲ $43,449,738
Net Assets / Fund Balance
Total Net Assets Fund Balance$151,555,065$162,313,430▲ $10,758,365
Total Liabilities and Net Assets / Fund Balance$1,372,660,012$1,426,868,115▲ $54,208,103

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,726,604$8,607,702$11,334,306
Buildings$4,705,668$3,999,639$8,705,307
Leasehold Improvements$2,319,725$4,460,168$6,779,893
Land$447,379-$447,379
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert CorwinCEO/presidentFT$486,512$511,410$997,922
Laurie S WilsonSVP/chief Financial OfficeFT$229,315$69,790$299,105
Wendy G EdwardsSVP/chief Administrative OFT$225,814$57,399$283,213
Matthew RussellFinancial Advisor - LicensFT$49,685$233,464$283,149
Timothy J ClouseSVP/chief Innovation OfficFT$207,834$49,227$257,061
Keli MyersSVP/chief Credit OfficerFT$197,923$57,192$255,115
Christopher GoshkoSVP/chief Retail OfficerFT$191,231$42,198$233,429
Jeri C MaherMortgage Loan Officer - CoFT$322$184,552$184,874
Shane RichinsControllerFT$154,558$15,144$169,702
John NicholsVP of MarketingFT$131,069$29,505$160,574
Clifford BradyCommercial Re Loan OriginaFT$83,695$71,872$155,567
Mary Ellen LanziseraDirector of Risk ManagementFT$130,775$11,715$142,490
Amanda OwingsChairman-$6,589-$6,589
Roger HedigerDirector-$5,554-$5,554
Andy DolbergVice Chairman-$5,000-$5,000
Jake JensenDirector-$5,000-$5,000
Renee HalpernDirector-$5,000-$5,000
Rick VeiraDirector-$5,000-$5,000
Tammy TeskeSecretary/treasurer-$5,000-$5,000
Tarun GudzDirector-$5,000-$5,000

Board Members and Trustees

NameTitle
Patrick HagerDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Alkami Technology INCDigital And Online Banking5601 GRANITE PKWY 120, Plano, TX 75024$760,060
Affiliated Media LLCMedia And Advertising3858 NW DEVOTO LN, Portland, OR 97229$580,365
Fiserv INCMaintenancePO BOX 99924, Grapevine, TX 76099$500,279
Financial Technology Solutions InternatiAtm Equipment And Software406 E HUNTINGTON DR 100, Monrovia, CA 91016$497,640
Loomis Armored US LLCAtm Cash Replenishment2500 CITY WEST BLVD 900, Houston, TX 77042$492,654
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$65,166,328
Investment Income
$2,641,294
Other Revenue
$6,622
Change in Net Assets
$10,812,928

Audited Revenue Reconciliation

Revenue per Audited Statements
$67,814,244
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$176,275
Total Revenue per Audited Statements
$67,990,519
Total Revenue per Form 990
$67,814,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,192,915
Salaries, Compensation, and Employee Benefits$18,568,749
Grants and Similar Amounts Paid$239,652
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$10,964,332
Interest---$10,039,662
Information Technology---$3,408,638
Other Employee Benefits---$2,752,445
Depreciation Depletion---$2,548,687
Current Officers, Directors, Trustees, and Key Employees---$2,528,562
Occupancy---$1,726,814
All Other Expenses---$1,682,135
Office Expenses---$1,434,637
Advertising---$1,390,319
Payroll Taxes---$1,301,539
Pension Plan Contributions---$1,021,871
Fees for Services Other---$779,596
Conferences and Meetings---$243,770
Fees for Services Legal---$198,406
Insurance---$180,224
Grants to Domestic Orgs---$172,675
Fees for Services Accounting---$120,315
Travel---$92,123
Grants to Domestic Individuals---$66,977
Other Expenses---$3,427
Total Functional Expenses$0$0$0$57,001,316

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$57,001,316
Total Expenses per Audited Statements$57,001,316
Total Expenses per Form 990$57,001,316
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDRENS' MIRACLE NETWORKSalt Lake City, UT501(c)(3)Support for Credit Unions for Kids (cu for Kids) Through Shop for Miracles Donation and Contributions at the Annual Nwcua Auction Which Directly Benefitted Cu for Kids. Cu for Kids Is a Nonprofit Collaboration of Credit Unions, Chapters, Leagues and Associations, and Business Partners From Across the Country, Engaged in Fundraising Activities to Benefit 170 Childrens Miracle Network (cmn) Hospitals. This Donation Directly Benefited Doernbecher Childrens Hospital in Portland.$68,705
Sunshine DivisionPortland, OR501(c)(3)SPONSORSHIP FOR WINTER WONDERLAND FUNDRAISING EVENT, IZZY KIDS "SHOP WITH A COP" EVENT SPONSORSHIP AND GENERAL PROGRAM SUPPORT.$34,738
Audubon Society of PortlandPortland, OR501(c)(3)Advantis Grow Grant Supported the Talon (teach, Advocate, Lead, Observe, Nurture) Program. Portland Audubons Talon Job Training Program Provides Leadership, Skills Training, and Paid Apprenticeships in Conservation Fields to Youth of Color Living in and Around Portland.$10,000
Portland Homeless Family SolutionsPortland, OR501(c)(3)Advantis Grow Grant Nearly Doubled the Number of Families at the Organizations Overnight Shelters by Creating Two Additional Sleeping Rooms at the Goose Hollow Shelter, in Addition to Expanding the Current Day Shelter, Thirteen Salmon, Into a Night Shelter to Host Six Families.$10,000
Make a Wish Foundation of OregonPortland, OR501(c)(3)Advantis Grow Grant Funded Backpacks Given to Each Child in Advance of Their Wish Experience. Backpacks Included a Wish Itinerary, Supplies, Branded Buttons and T-shirts.$7,612
Dovelewis Emergency Animal HospitalPortland, OR501(c)(3)Advantis Grow Grant Revitalized the Hospitals Comfort Rooms Which Are Used by Clients Who Are Experiencing the Loss of a Pet.$7,459
Northwest Credit Union AssociationFederal Way, WA501(c)(6)Paddle Raises at Nwcua Auction Which Directly Benefitted Credit Unions for Kids (cu for Kids).$6,700
Our House of Portland IncPortland, OR501(c)(3)Advantis Grow Grant Installed Shelving, Purchased a New Stand-alone Refrigerator, and Converted Two Small Freezers to Stand-up Freezers to Provide More Pantry Storage.$6,000
SolvePortland, WA501(c)(3)SPONSORSHIP OF "PICK IT UP PORTLAND" EVENT WHICH CLEANED UP PARKS AND OTHER SHARED COMMUNITY SPACES AROUND PORTLAND.$6,000
Metro Youth SymphanyPortland, OR501(c)(3)Paddle Raise at Fundraising Auction. Donations Went Towards General Program Support.$5,300
Good Neighbor CenterTigard, OR501(c)(3)Advantis Grow Grant Improved the Overall Health and Safety of Good Neighbor Center Residents by Constructing Onsite Facilities to Treat and Prevent the Spread of Bed Bugs.$5,160
Oregon Burn Center (emanuel Medical Center Foundation)Portland, OR501(c)(3)Sponsorship for Annual Golf Tournament Fundraiser.$5,000
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$20,000
Total Exempt Function Spending$20,000
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
80-0043051Beaverton, OR$20,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARE AND SAVINGS ACCOUNTS$1,248,815,742
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

“The credit union has members.”

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

“Each member has one vote in annual elections of members of the governing body.”

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

“Form 990 is thoroughly reviewed by the cfo and controller prior to filing.”

Form 990, Part VI, Section B, Line 15

“Compensation process for ceo: the board of directors reviews an annual third party salary survey for the ceo position and sets an updated salary range. Compensation process for officers and key employees: third party surveys are obtained for all staff on an annual basis. Salary ranges for these positions are prepared by the vp of human resources and approved by the ceo.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Advantis Credit Union
EIN
93-0251640
Phone
5037852528
Address
9200 SE SUNNYBROOK BLVD NO 300, CLACKAMAS, OR 97015

Signing Officer

Name
Laurie Wilson
Title
CEO
Phone
5037852528
Signed
2019-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Wilson
Formed
1928
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
281
Volunteers
16

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1200, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Passthrough book/tax difference 176,275.”

Financial Statement Notes

PART X, LINE 2:

“Fin 48 (asc 740) uncertain tax positions footnote from financial statements - the credit union has filed tax returns in the past for activities it has deemed taxable that has resulted in no significant income taxes paid. The taxing authorities have the ability to assess taxes, penalties and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2018. The credit union's 2015 through 2017 tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Passthrough book/tax difference 176,275.”

Raw XML AppendixShowing 400 of 849 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/OtherCompensationAmt1316943
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IRS990/Form990PartVIISectionAGrp/PersonNm8RICK VEIRA
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT CORWIN
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IRS990/Form990PartVIISectionAGrp/PersonNm12WENDY G EDWARDS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP/CHIEF FINANCIAL OFFICE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP/CHIEF INNOVATION OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP/CHIEF ADMINISTRATIVE O
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP/CHIEF RETAIL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP/CHIEF CREDIT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt16MORTGAGE LOAN OFFICER - CO
IRS990/Form990PartVIISectionAGrp/TitleTxt17FINANCIAL ADVISOR - LICENS
IRS990/Form990PartVIISectionAGrp/TitleTxt18COMMERCIAL RE LOAN ORIGINA
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20CONTROLLER
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IRS990/Form990TFiledInd01
IRS990/FormationYr01928
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt094876
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt066977
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0172675
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05819134
IRS990/GrossReceiptsAmt073538502
IRS990/GrossRentsGrp/RealAmt06622
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt019
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03408638
IRS990/InsuranceGrp/TotalAmt0180224
IRS990/InterestGrp/TotalAmt010039662
IRS990/InvestmentIncomeGrp/ExclusionAmt02546418
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02546418
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02204949
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034526040
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027687147
IRS990/IRPDocumentCnt028547
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THRIFT AMONG ITS MEMBERS BY AFFORDING THEM THE OPPORTUNITY FOR ACCUMULATING THEIR SAVINGS, TO CREATE FOR THEM A SOURCE OF CREDIT AT A FAIR AND REASONABLE RATE OF INTEREST AND TO PROVIDE THE OPPORTUNITY FOR THE MEMBERS TO USE AND CONTROL THEIR MONEY IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt020000000
IRS990/NetAssetsOrFundBalancesBOYAmt0151555065
IRS990/NetAssetsOrFundBalancesEOYAmt0162313430
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt094876
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt094876
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06622
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06622
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IRS990/NetUnrlzdGainsLossesInvstAmt0-230838
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IRS990/OfficeExpensesGrp/TotalAmt01434637
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1VISA/ATM EXPENSE
IRS990/OtherExpensesGrp/Desc2LENDING EXPENSE
IRS990/OtherExpensesGrp/Desc3TAXES ON UBI
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IRS990/OtherExpensesGrp/TotalAmt14607644
IRS990/OtherExpensesGrp/TotalAmt21137790
IRS990/OtherExpensesGrp/TotalAmt33427
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15255881
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23944893
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31168402
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41124968
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15255881
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23975320
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31935943
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41124968
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1767541
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IRS990/PYInvestmentIncomeAmt02720144
IRS990/PYOtherExpensesAmt036092315
IRS990/PYOtherRevenueAmt06524
IRS990/PYProgramServiceRevenueAmt059914152
IRS990/PYRevenuesLessExpensesAmt09224092
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IRS990/PYTotalRevenueAmt062640820
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0162313430

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,426,868,115
Liabilities
$1,264,554,685
Net assets
$162,313,430
Revenue
$67,814,244
Expenses
$57,001,316
Net income
$10,812,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$106$109$2.46
2023Summary only. Only limited summary data is available for this year.$1,955$1,738$217$98.7$94.9$3.79
2022Summary only. Only limited summary data is available for this year.$1,985$1,773$211$76.7$65.0$11.6
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,980$1,777$203$72.3$57.1$15.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,807$1,619$188$76.4$63.0$13.4
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,479$1,304$174$68.6$56.9$11.7
2018Detailed filing. Detailed filing data is available for this year.$1,427$1,265$162$67.8$57.0$10.8
2018Summary only. Only limited summary data is available for this year.$1,427$1,265$162$67.8$57.0$10.8
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,373$1,221$152$62.6$53.4$9.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,320$1,178$142$57.8$47.3$10.5
2015Detailed filing. Detailed filing data is available for this year.$1,227$1,095$131$53.1$41.2$11.9
2014Detailed filing. Detailed filing data is available for this year.$1,166$1,046$120$47.9$37.8$10.1
2013Detailed filing. Detailed filing data is available for this year.$1,113$1,004$109$49.9$36.6$13.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$988$891$96.8$31.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$865$783$81.1$33.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$756$681$75.5$32.6