Civic Intelligence

Usagencies Credit Union

990 • Fiscal year 2017 • EIN 93-0256538

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profilewww.usacu.org

View Organization Page

95 SW Taylor StPortland, OR 97204

(503) 275-0300

Siviq Scores

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

Liabilities / Assets

4th percentile

0.01x

Higher debt load relative to assets than 4% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.17x

Higher debt load relative to revenue than 4% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$126,297

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Asset Growth

43rd percentile

2.5%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

5.0%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$87,629,683

Up $2,130,669 (+2.5%) from 2016

Net Assets

Up

$87,078,168

Up $2,003,262 (+2.4%) from 2016

Liabilities

Up

$551,515

Up $127,407 (+30%) from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin60th percentile

Revenue

Up

$3,181,844

Up $151,826 (+5.0%) from 2016

Expenses

Up

$2,789,166

Up $53,434 (+2.0%) from 2016

Net Income

Up

$392,678

Up $98,392 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150M$100M$50M$0Assets 2010: $67,978,529Liabilities 2010: $431,965Net Assets 2010: $67,546,5642010Assets 2011: $68,322,245Liabilities 2011: $322,459Net Assets 2011: $67,999,7872011Assets 2012: $70,001,796Liabilities 2012: $447,889Net Assets 2012: $69,553,9072012Assets 2013: $72,771,546Liabilities 2013: $367,355Net Assets 2013: $72,404,1912013Assets 2014: $75,974,448Liabilities 2014: $399,864Net Assets 2014: $75,574,5842014Assets 2015: $80,796,873Liabilities 2015: $464,981Net Assets 2015: $80,331,8922015Assets 2016: $85,499,014Liabilities 2016: $424,108Net Assets 2016: $85,074,9062016Assets 2017: $87,629,683Liabilities 2017: $551,515Net Assets 2017: $87,078,1682017Assets 2018: $88,297,148Liabilities 2018: $562,352Net Assets 2018: $87,734,7962018Assets 2019: $85,103,643Liabilities 2019: $745,363Net Assets 2019: $84,358,2802019Assets 2020: $95,505,501Liabilities 2020: $399,199Net Assets 2020: $95,106,3022020Assets 2021: $105,147,440Liabilities 2021: $331,958Net Assets 2021: $104,815,4822021Assets 2022: $102,177,265Liabilities 2022: $548,644Net Assets 2022: $101,628,6212022Assets 2023: $98,950,614Liabilities 2023: $693,243Net Assets 2023: $98,257,3712023Assets 2024: $93,697,179Liabilities 2024: $83,319,960Net Assets 2024: $10,377,2192024

Highlighted filing

2017

Assets$87,629,683
Liabilities$551,515
Net Assets$87,078,168
Open 2017 Filing

Operations Trend

Revenue Growth49th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,856,3162010Expenses 2011: $2,575,9512011Expenses 2012: $2,425,6422012Revenue 2013: $2,831,164Expenses 2013: $2,500,356Net Income 2013: $330,8082013Revenue 2014: $2,825,457Expenses 2014: $2,542,302Net Income 2014: $283,1552014Revenue 2015: $2,969,193Expenses 2015: $2,689,858Net Income 2015: $279,3352015Revenue 2016: $3,030,018Expenses 2016: $2,735,732Net Income 2016: $294,2862016Revenue 2017: $3,181,844Expenses 2017: $2,789,166Net Income 2017: $392,6782017Revenue 2018: $3,613,816Expenses 2018: $2,787,685Net Income 2018: $826,1312018Revenue 2019: $3,882,118Expenses 2019: $3,292,950Net Income 2019: $589,1682019Revenue 2020: $3,459,575Expenses 2020: $3,063,285Net Income 2020: $396,2902020Revenue 2021: $3,304,560Expenses 2021: $3,106,641Net Income 2021: $197,9192021Revenue 2022: $3,668,740Expenses 2022: $3,773,118Net Income 2022: -$104,3782022Revenue 2023: $4,552,072Expenses 2023: $4,328,101Net Income 2023: $223,9712023Revenue 2024: $5,226,564Expenses 2024: $5,533,549Net Income 2024: -$306,9852024

Highlighted filing

2017

Revenue$3,181,844
Expenses$2,789,166
Net Income$392,678
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.0
Gross Receipts
$3,181,844
Mission and Program Overview

Mission

We provide solutions to improve each of our members financial lives by offering competitive-low fee services and providing financial literacy through education events.

We provide solutions to improve each members financial life by providing savings, investments, and consumer loan products at favorable rates with minimal fees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$76,780,104$78,390,687▲ $1,610,583
Other Notes and Loans Receivable, Net$49,661,540$51,007,010▲ $1,345,470
Savings and Temporary Cash Investments$28,393,862$28,814,796▲ $420,934
Rtn Earn Endowment Incm Other Fnds$8,294,802$8,687,481▲ $392,679
Cash and Non-Interest-Bearing Accounts$6,306,658$6,619,059▲ $312,401
Prepaid Expenses and Deferred Charges$114,816$124,218▲ $9,402
Land, Buildings, and Equipment, Net$138,056$112,123▼ $25,933
Accounts Receivable$28,182$44,259▲ $16,077
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$85,499,014$87,629,683▲ $2,130,669
Other Assets Total$855,900$908,218▲ $52,318
Liabilities
Accounts Payable and Accrued Expenses$424,108$551,515▲ $127,407
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$424,108$551,515▲ $127,407
Net Assets / Fund Balance
Total Net Assets Fund Balance$85,074,906$87,078,168▲ $2,003,262
Total Liabilities and Net Assets / Fund Balance$85,499,014$87,629,683▲ $2,130,669

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$93,969$599,352$0
Leasehold Improvements$18,154$106,628$0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James LumpkinPresident/CEOFT$126,297$126,297
Kathleen ScholesVice President/CFOFT$100,736$100,736
Steven RaymondVice President Residential LendingFT$97,404$97,404

Board Members and Trustees

NameTitle
Jeff GrieseBoard Chair
William KirchnerBoard 1st Vice Chair
Barbara KvetonBoard 2nd Vice Chair
Carol LeiterBoard Member
Lynn VoigtBoard member
Patricia HyattBoard Member
Randy HornSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,799,387
Investment Income
$382,457
Other Revenue
$0
Change in Net Assets
$392,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,429,044
Salaries, Compensation, and Employee Benefits$1,360,122
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$735,987
Fees for Services Accounting---$379,166
Current Officers, Directors, Trustees, and Key Employees---$324,438
Interest---$221,552
Occupancy---$155,266
Information Technology---$112,073
Other Employee Benefits---$110,708
Pension Plan Contributions---$104,444
Fees for Services Management---$86,357
Payroll Taxes---$84,545
Office Expenses---$72,493
Advertising---$67,426
Depreciation Depletion---$44,019
Conferences and Meetings---$25,685
Insurance---$20,691
Travel---$11,144
Other Expenses---$10,855
Fees for Services Legal---$5,300
Total Functional Expenses$0$0$0$2,789,166
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
Subject to proxy tax
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Changed number of Directors from 9 to not less than 5.”

Form 990, Part VI, Section A, Line 6

“USAgencies Credit Union is a member owned cooperative”

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

“An annual notification of the election is sent to all members, followed by an annual member meeting. The Board is elected by the members at this meeting.”

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

“The members elect the governing body. In addition, they can request a special meeting of the Board, suspend the order of business at the annual meeting, vote to remove directors and the CEO, and on Board merger decisions.”

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

“The 990 is prepared by the Accounting Supervisor and reviewed by the Vice President/CFO and/or President/CEO. The report is not presented to the Board but is made available for review”

Form 990, Part VI, Section B, Line 15

“The Board performs an annual performance review of the CEO. The Board grants the authority to the CEO to set salaries for staff. Salaries are based on salary surveys for peer group credit unions in region located. Reviews are conducted annually for all employees and raises are based on performance”

Form 990, Part VI, Section C, Line 19

“Monthly financial statements are posted in the lobby of the credit union. An annual report is provided at the annual membership meeting.”

Filing and Contact Details

Filer

Filer Name
Usagencies Credit Union
EIN
93-0256538
Phone
5032750300
Address
95 SW Taylor St, Portland, OR 97204

Signing Officer

Name
Kathy Scholes
Title
Vice President/CFO
Phone
5032750333
Signed
2018-05-11

Organization Details

Principal Officer
Kathleen Scholes
Formed
1936
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
21
Volunteers
11
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Assets have increased for loans booked, investments purchased and higher cash balances”

Financial Statement Notes

Schedule D, Part IX

“Accrued interest and NCUSIF Capitalization Deposit”

Raw XML AppendixShowing 400 of 447 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/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0We provide solutions to improve each of our members financial lives by offering competitive-low fee services and providing financial literacy through education events.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt085074906
IRS990/NetAssetsOrFundBalancesEOYAmt087078168
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0284
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0284
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0155266
IRS990/OfficeExpensesGrp/TotalAmt072493
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0855900
IRS990/OtherAssetsTotalGrp/EOYAmt0908218
IRS990/OtherChangesInNetAssetsAmt01610584
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110708
IRS990/OtherExpensesGrp/Desc0Loan Servicing
IRS990/OtherExpensesGrp/Desc1Provision for Loan Loss
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/TotalAmt0170017
IRS990/OtherExpensesGrp/TotalAmt147000
IRS990/OtherExpensesGrp/TotalAmt210855
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0735987
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt049661540
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt051007010
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt084545
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0104444
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0114816
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0124218
IRS990/PrincipalOfficerNm0Kathleen Scholes
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/Desc0Interest on Loans
IRS990/ProgramServiceRevenueGrp/Desc1Loans and Account Fees
IRS990/ProgramServiceRevenueGrp/Desc2Other Miscellaneous Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt02029080
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1428729
IRS990/ProgramServiceRevenueGrp/ExclusionAmt2341578
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02029080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1428729
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2341578
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0Interest & dividends paid on savings, certificate of deposit and borrowings
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0363555
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01409637
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02666463
IRS990/PYRevenuesLessExpensesAmt0294286
IRS990/PYSalariesCompEmpBnftPaidAmt01326095
IRS990/PYTotalExpensesAmt02735732
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03030018
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0392678
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08294802
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08687481
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028393862
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028814796
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt093969
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0599352
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0693321
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018154
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0106628
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0124782
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accrued interest and NCUSIF Capitalization Deposit
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part IX
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0112123
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Changed number of Directors from 9 to not less than 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1USAgencies Credit Union is a member owned cooperative
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2An annual notification of the election is sent to all members, followed by an annual member meeting. The Board is elected by the members at this meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The members elect the governing body. In addition, they can request a special meeting of the Board, suspend the order of business at the annual meeting, vote to remove directors and the CEO, and on Board merger decisions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 990 is prepared by the Accounting Supervisor and reviewed by the Vice President/CFO and/or President/CEO. The report is not presented to the Board but is made available for review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board performs an annual performance review of the CEO. The Board grants the authority to the CEO to set salaries for staff. Salaries are based on salary surveys for peer group credit unions in region located. Reviews are conducted annually for all employees and raises are based on performance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Monthly financial statements are posted in the lobby of the credit union. An annual report is provided at the annual membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Assets have increased for loans booked, investments purchased and higher cash balances
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt085499014
IRS990/TotalAssetsEOYAmt087629683
IRS990/TotalAssetsGrp/BOYAmt085499014
IRS990/TotalAssetsGrp/EOYAmt087629683
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02789166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0424108
IRS990/TotalLiabilitiesEOYAmt0551515
IRS990/TotalLiabilitiesGrp/BOYAmt0424108
IRS990/TotalLiabilitiesGrp/EOYAmt0551515
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt085074906
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt087078168
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,629,683
Liabilities
$551,515
Net assets
$87,078,168
Revenue
$3,181,844
Expenses
$2,789,166
Net income
$392,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$93.7$83.3$10.4$5.23$5.53$0.31
2023Detailed filing. Detailed filing data is available for this year.$99.0$0.69$98.3$4.55$4.33$0.22
2022Detailed filing. Detailed filing data is available for this year.$102$0.55$102$3.67$3.77$0.10
2021Detailed filing. Detailed filing data is available for this year.$105$0.33$105$3.30$3.11$0.20
2020Detailed filing. Detailed filing data is available for this year.$95.5$0.40$95.1$3.46$3.06$0.40
2019Detailed filing. Detailed filing data is available for this year.$85.1$0.75$84.4$3.88$3.29$0.59
2018Detailed filing. Detailed filing data is available for this year.$88.3$0.56$87.7$3.61$2.79$0.83
2017Detailed filing. Detailed filing data is available for this year.$87.6$0.55$87.1$3.18$2.79$0.39
2016Detailed filing. Detailed filing data is available for this year.$85.5$0.42$85.1$3.03$2.74$0.29
2015Detailed filing. Detailed filing data is available for this year.$80.8$0.46$80.3$2.97$2.69$0.28
2014Detailed filing. Detailed filing data is available for this year.$76.0$0.40$75.6$2.83$2.54$0.28
2013Detailed filing. Detailed filing data is available for this year.$72.8$0.37$72.4$2.83$2.50$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.0$0.45$69.6$2.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.3$0.32$68.0$2.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.0$0.43$67.5$2.86