Civic Intelligence

Community First Credit Union

990 • Fiscal year 2019 • EIN 94-1541515

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profilewww.comfirstcu.org

View Organization Page

1105 North Dutton AveSanta Rosa, CA 95401

(707) 546-6000

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.01x

Higher debt load relative to assets than 3% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

2nd percentile

0.18x

Higher debt load relative to revenue than 2% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

28th percentile

$342,625

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Asset Growth

55th percentile

7.3%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2019

Revenue Growth

97th percentile

28%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$546,009,212

Up $71,799,345 (+15%) from 2017

Net Assets

Up

$540,591,635

Up $71,717,632 (+15%) from 2017

Liabilities

Up

$5,417,577

Up $81,713 (+1.5%) from 2017

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin72nd percentile

Revenue

Up

$29,807,777

Up $11,684,040 (+64%) from 2017

Expenses

Up

$24,606,472

Up $8,745,654 (+55%) from 2017

Net Income

Up

$5,201,305

Up $2,938,386 (+130%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.0B$500M$0Assets 2010: $97,926,767Liabilities 2010: $737,698Net Assets 2010: $97,189,0692010Assets 2011: $117,093,762Liabilities 2011: $1,297,586Net Assets 2011: $115,796,1762011Assets 2012: $126,774,906Liabilities 2012: $1,337,261Net Assets 2012: $125,437,6452012Assets 2013: $174,036,495Liabilities 2013: $1,420,753Net Assets 2013: $172,615,7422013Assets 2014: $187,951,494Liabilities 2014: $2,408,527Net Assets 2014: $185,542,9672014Assets 2015: $216,155,472Liabilities 2015: $1,919,595Net Assets 2015: $214,235,8772015Assets 2016: $230,465,074Liabilities 2016: $2,574,700Net Assets 2016: $227,890,3742016Assets 2017: $474,209,867Liabilities 2017: $5,335,864Net Assets 2017: $468,874,0032017Assets 2019: $546,009,212Liabilities 2019: $5,417,577Net Assets 2019: $540,591,6352019Assets 2020: $650,851,812Liabilities 2020: $5,499,563Net Assets 2020: $645,352,2492020Assets 2021: $761,258,257Liabilities 2021: $5,403,710Net Assets 2021: $755,854,5472021Assets 2022: $823,669,192Liabilities 2022: $9,951,897Net Assets 2022: $813,717,2952022Assets 2023: $816,808,644Liabilities 2023: $742,727,654Net Assets 2023: $74,080,9902023Assets 2024: $805,920,075Liabilities 2024: $727,846,875Net Assets 2024: $78,073,2002024

Highlighted filing

2019

Assets$546,009,212
Liabilities$5,417,577
Net Assets$540,591,635
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$60M$40M$20M$0Expenses 2010: $5,720,1602010Expenses 2011: $6,039,8502011Revenue 2012: $6,887,327Expenses 2012: $6,886,787Net Income 2012: $5402012Revenue 2013: $7,557,944Expenses 2013: $7,373,457Net Income 2013: $184,4872013Revenue 2014: $9,103,813Expenses 2014: $8,200,298Net Income 2014: $903,5152014Revenue 2015: $10,236,096Expenses 2015: $9,031,947Net Income 2015: $1,204,1492015Revenue 2016: $11,806,131Expenses 2016: $9,954,502Net Income 2016: $1,851,6292016Revenue 2017: $18,123,737Expenses 2017: $15,860,818Net Income 2017: $2,262,9192017Revenue 2019: $29,807,777Expenses 2019: $24,606,472Net Income 2019: $5,201,3052019Revenue 2020: $31,829,604Expenses 2020: $26,049,069Net Income 2020: $5,780,5352020Revenue 2021: $33,075,635Expenses 2021: $25,585,694Net Income 2021: $7,489,9412021Revenue 2022: $36,766,136Expenses 2022: $28,206,770Net Income 2022: $8,559,3662022Revenue 2023: $43,498,880Expenses 2023: $40,241,977Net Income 2023: $3,256,9032023Revenue 2024: $47,791,718Expenses 2024: $44,667,904Net Income 2024: $3,123,8142024

Highlighted filing

2019

Revenue$29,807,777
Expenses$24,606,472
Net Income$5,201,305
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$29,807,777
Mission and Program Overview

Mission

To provide consumer financial services to the communities of Napa, Sonoma, Marin, Lake and Mendocino counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$448,992,936$484,821,261▲ $35,828,325
Other Notes and Loans Receivable, Net$375,336,164$424,855,664▲ $49,519,500
Investments in Publicly Traded Securities$78,785,586$56,835,446▼ $21,950,140
Rtn Earn Endowment Incm Other Fnds$46,396,030$55,770,374▲ $9,374,344
Cash and Non-Interest-Bearing Accounts$13,495,116$32,071,513▲ $18,576,397
Land, Buildings, and Equipment, Net$13,662,290$12,926,757▼ $735,533
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$498,817,514$546,009,212▲ $47,191,698
Other Assets Total$17,538,358$19,319,832▲ $1,781,474
Liabilities
Accounts Payable and Accrued Expenses$3,428,548$5,417,577▲ $1,989,029
Other Liabilities-$0-
Total Liabilities$3,428,548$5,417,577▲ $1,989,029
Net Assets / Fund Balance
Total Net Assets Fund Balance$495,388,966$540,591,635▲ $45,202,669
Total Liabilities and Net Assets / Fund Balance$498,817,514$546,009,212▲ $47,191,698

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,964,070$3,914,360$9,878,430
Other Land Buildings$1,888,457$6,069,479$7,957,936
Leasehold Improvements$2,299,774$1,848,020$4,147,794
Land$2,774,456-$2,774,456
Equipment$0$0$0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd SheffieldCEOFT$315,292$27,333$342,625
David RhoadesCFOFT$155,376$16,836$172,212
Jay HuffordCROFT$153,344$14,533$167,877
David WilliamsChief Marketing / HRFT$144,409$22,440$166,849
Monika BesanconCLOFT$139,842$25,760$165,602
John PetersonCOOFT$141,261$20,587$161,848
Chris KraemerCIOFT$128,187$25,926$154,113
Dawn LeandroMortgage Loan OfficerFT$121,154$17,442$138,596

Board Members and Trustees

NameTitle
John C BurkeBoard Chairman
Madeline HoltkampBoard Secretary
Carl Vanden HeuvelBoard Treasurer
Brian CochranBoard Vice Chariman
Arlene ColombiniDirector
Cameron ReevesDirector
Carolyn WelshDirector
Jason ScottDirector
Monte HillDirector
Rob ScottDirector
Tina RiveraDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,769,084
Investment Income
$0
Other Revenue
$1,038,693
Change in Net Assets
$5,201,305

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,807,777
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$29,807,777
Total Revenue per Form 990
$29,807,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,179,363
Salaries, Compensation, and Employee Benefits$11,427,109
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,230,473
Office Expenses---$4,326,792
Other Employee Benefits---$2,677,688
Interest---$2,071,040
Current Officers, Directors, Trustees, and Key Employees---$1,469,722
Depreciation Depletion---$1,236,358
Occupancy---$1,030,873
Payroll Taxes---$604,546
Other Expenses---$580,179
Information Technology---$548,596
Advertising---$479,396
Pension Plan Contributions---$444,680
Fees for Services Management---$261,321
Travel---$170,186
Insurance---$119,903
Fees for Services Accounting---$61,943
Fees for Services Legal---$15,366
Conferences and Meetings---$652
Total Functional Expenses$0$0$0$24,606,472

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,606,472
Total Expenses per Audited Statements$24,606,472
Total Expenses per Form 990$24,606,472
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit unions account holders are members.”

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

“The credit union members elect the governing body.”

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

“The members elect the governing body and have final approval over mergers.”

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

“There is no review of the 990.”

Form 990, Part VI, Section B, Line 12C

“12c. Individuals are required to submit a report of their business activities.”

Form 990, Part VI, Section B, Line 15

“15a. Industry salary surveys are obtained. 15b. Industry salary surveys are obtained.”

Form 990, Part VI, Section C, Line 19

“19. No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Community First Credit Union
EIN
94-1541515
Phone
7075466000
Address
1105 North Dutton Ave, Santa Rosa, CA 95401

Signing Officer

Name
David Rhoades
Title
CFO
Phone
7074674807
Signed
2020-07-15

Organization Details

Principal Officer
Todd Sheffield
Formed
1959
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
187
Volunteers
16
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“. Other changes in net assets or fund balances include deposits and withdrawals of member shares.”

Financial Statement Notes

Schedule D, Part X, Line 2

“For the year ending March 31, 2019 management has determined that there are no material uncertain tax positions.”

Raw XML AppendixShowing 400 of 584 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/TitleTxt5COO
IRS990/Form990PartVIISectionAGrp/TitleTxt6CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Mortgage Loan Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Vice Chariman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt029807777
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0548596
IRS990/InsuranceGrp/TotalAmt0119903
IRS990/InterestGrp/TotalAmt02071040
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt078785586
IRS990/InvestmentsPubTradedSecGrp/EOYAmt056835446
IRS990/IRPDocumentCnt010346
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011831859
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013662290
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012926757
IRS990/LandBldgEquipCostOrOtherBssAmt024758616
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0To provide consumer financial services to the communities of Napa, Sonoma, Marin, Lake and Mendocino counties.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0495388966
IRS990/NetAssetsOrFundBalancesEOYAmt0540591635
IRS990/NetUnrelatedBusTxblIncmAmt0-279572
IRS990/NetUnrlzdGainsLossesInvstAmt056749
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01030873
IRS990/OfficeExpensesGrp/TotalAmt04326792
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017538358
IRS990/OtherAssetsTotalGrp/EOYAmt019319832
IRS990/OtherChangesInNetAssetsAmt039944615
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02677688
IRS990/OtherExpensesGrp/Desc0loan losses
IRS990/OtherExpensesGrp/Desc1miscellaneous
IRS990/OtherExpensesGrp/Desc2loan servicing
IRS990/OtherExpensesGrp/TotalAmt01795000
IRS990/OtherExpensesGrp/TotalAmt1481758
IRS990/OtherExpensesGrp/TotalAmt2580179
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0522130
IRS990/OtherRevenueMiscGrp/Desc0Non-Member ATM fees
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01038693
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01038693
IRS990/OtherRevenueTotalAmt01038693
IRS990/OtherSalariesAndWagesGrp/TotalAmt06230473
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0375336164
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0424855664
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0604546
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0444680
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Todd Sheffield
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/Desc0ll member income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028769084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028769084
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalRevenueAmt00
IRS990/ReconcilationRevenueExpnssAmt05201305
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt046396030
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt055770374
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05964070
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03914360
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09878430
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt024606472
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt02774456
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02774456
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02299774
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01848020
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04147794
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01888457
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06069479
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07957936
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt029807777
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0For the year ending March 31, 2019 management has determined that there are no material uncertain tax positions.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012926757
IRS990ScheduleD/TotalExpensesPerForm990Amt024606472
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt029807777
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029807777
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024606472
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0315292
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1155376
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2153344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3144409
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4141261
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5139842
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt6128187
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$546,009,212
Liabilities
$5,417,577
Net assets
$540,591,635
Revenue
$29,807,777
Expenses
$24,606,472
Net income
$5,201,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$806$728$78.1$47.8$44.7$3.12
2023Detailed filing. Detailed filing data is available for this year.$817$743$74.1$43.5$40.2$3.26
2022Detailed filing. Detailed filing data is available for this year.$824$9.95$814$36.8$28.2$8.56
2021Detailed filing. Detailed filing data is available for this year.$761$5.40$756$33.1$25.6$7.49
2020Detailed filing. Detailed filing data is available for this year.$651$5.50$645$31.8$26.0$5.78
2019Detailed filing. Detailed filing data is available for this year.$546$5.42$541$29.8$24.6$5.20
2017Detailed filing. Detailed filing data is available for this year.$474$5.34$469$18.1$15.9$2.26
2016Detailed filing. Detailed filing data is available for this year.$230$2.57$228$11.8$9.95$1.85
2015Detailed filing. Detailed filing data is available for this year.$216$1.92$214$10.2$9.03$1.20
2014Detailed filing. Detailed filing data is available for this year.$188$2.41$186$9.10$8.20$0.90
2013Detailed filing. Detailed filing data is available for this year.$174$1.42$173$7.56$7.37$0.18
2012Summary only. Only limited summary data is available for this year.$127$1.34$125$6.89$6.89$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$117$1.30$116$6.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.9$0.74$97.2$5.72