Civic Intelligence

Priority One Credit Union

990 • Fiscal year 2015 • EIN 95-1117083

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

Organization Profilewww.priorityonecu.org

View Organization Page

1631 Huntington DriveSouth Pasadena, CA 91030

(626) 441-1999

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.91x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

19.24x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Net Margin

36th percentile

8.5%

Higher net margin than 36% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$150,810

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2015

Asset Growth

76th percentile

8.2%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-3.5%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$157,494,836

Up $11,923,203 (+8.2%) from 2014

Net Assets

Up

$13,419,935

Up $605,497 (+4.7%) from 2014

Liabilities

Up

$144,074,901

Up $11,317,706 (+8.5%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin36th percentile

Revenue

Down

$7,488,020

Down $275,202 (-3.5%) from 2014

Expenses

Down

$6,854,593

Down $186,434 (-2.6%) from 2014

Net Income

Down

$633,427

Down $88,768 (-12%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$300M$200M$100M$0Assets 2010: $154,486,639Liabilities 2010: $143,447,642Net Assets 2010: $11,038,9972010Assets 2011: $153,463,214Liabilities 2011: $141,607,420Net Assets 2011: $11,855,7942011Assets 2012: $147,365,337Liabilities 2012: $134,735,220Net Assets 2012: $12,630,1172012Assets 2013: $146,288,323Liabilities 2013: $134,150,329Net Assets 2013: $12,137,9942013Assets 2014: $145,571,633Liabilities 2014: $132,757,195Net Assets 2014: $12,814,4382014Assets 2015: $157,494,836Liabilities 2015: $144,074,901Net Assets 2015: $13,419,9352015Assets 2016: $159,623,575Liabilities 2016: $145,528,107Net Assets 2016: $14,095,4682016Assets 2017: $160,648,099Liabilities 2017: $145,987,513Net Assets 2017: $14,660,5862017Assets 2018: $159,716,885Liabilities 2018: $144,310,519Net Assets 2018: $15,406,3662018Assets 2019: $160,524,398Liabilities 2019: $142,408,876Net Assets 2019: $18,115,5222019Assets 2020: $195,913,910Liabilities 2020: $176,658,960Net Assets 2020: $19,254,9502020Assets 2021: $208,586,941Liabilities 2021: $190,129,119Net Assets 2021: $18,457,8222021Assets 2022: $196,441,068Liabilities 2022: $181,811,232Net Assets 2022: $14,629,8362022Assets 2023: $192,463,294Liabilities 2023: $174,650,855Net Assets 2023: $17,812,4392023Assets 2024: $195,045,672Liabilities 2024: $174,263,711Net Assets 2024: $20,781,9612024

Highlighted filing

2015

Assets$157,494,836
Liabilities$144,074,901
Net Assets$13,419,935
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$15M$10M$5.0M$0Expenses 2010: $10,888,3502010Expenses 2011: $8,578,1962011Expenses 2012: $8,059,3832012Revenue 2013: $7,727,325Expenses 2013: $7,420,044Net Income 2013: $307,2812013Revenue 2014: $7,763,222Expenses 2014: $7,041,027Net Income 2014: $722,1952014Revenue 2015: $7,488,020Expenses 2015: $6,854,593Net Income 2015: $633,4272015Revenue 2016: $7,919,010Expenses 2016: $6,978,016Net Income 2016: $940,9942016Revenue 2017: $7,817,679Expenses 2017: $7,119,451Net Income 2017: $698,2282017Revenue 2018: $8,350,756Expenses 2018: $7,237,397Net Income 2018: $1,113,3592018Revenue 2019: $8,826,429Expenses 2019: $7,401,877Net Income 2019: $1,424,5522019Revenue 2020: $7,601,633Expenses 2020: $7,275,519Net Income 2020: $326,1142020Revenue 2021: $7,528,818Expenses 2021: $7,428,768Net Income 2021: $100,0502021Revenue 2022: $9,483,146Expenses 2022: $8,024,911Net Income 2022: $1,458,2352022Revenue 2023: $12,141,241Expenses 2023: $9,596,607Net Income 2023: $2,544,6342023Revenue 2024: $12,755,212Expenses 2024: $10,168,273Net Income 2024: $2,586,9392024

Highlighted filing

2015

Revenue$7,488,020
Expenses$6,854,593
Net Income$633,427
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.1
Gross Receipts
$7,488,020
Mission and Program Overview

Mission

Non-profit,state-chartered, natural person credit union, providing competitive financial services to the members of priority one credit union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$68,950,448$72,980,995▲ $4,030,547
Investments in Publicly Traded Securities$51,856,508$60,981,282▲ $9,124,774
Cash and Non-Interest-Bearing Accounts$3,374,687$14,726,258▲ $11,351,571
Savings and Temporary Cash Investments$14,699,596--
Rtn Earn Endowment Incm Other Fnds$12,814,438$13,419,935▲ $605,497
Accounts Receivable$1,238,216$3,776,284▲ $2,538,068
Land, Buildings, and Equipment, Net$2,127,028$1,982,560▼ $144,468
Investments Program Related$1,957,273$1,946,967▼ $10,306
Prepaid Expenses and Deferred Charges$358,942$353,208▼ $5,734
Receivables From Officers Etc$328,757$312,694▼ $16,063
Total Assets$145,571,633$157,494,836▲ $11,923,203
Other Assets Total$680,178$434,588▼ $245,590
Liabilities
Other Liabilities$132,050,365$143,416,693▲ $11,366,328
Accounts Payable and Accrued Expenses$706,830$658,208▼ $48,622
Total Liabilities$132,757,195$144,074,901▲ $11,317,706
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,814,438$13,419,935▲ $605,497
Total Liabilities and Net Assets / Fund Balance$145,571,633$157,494,836▲ $11,923,203

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$252,658$5,173,838$5,426,496
Buildings$940,777$2,493,923$3,434,700
Leasehold Improvements$128,261$959,188$1,087,449
Land$660,864-$660,864
Investment Program Related Org$-650,205--
Other Assets Org$93,843--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charles Wiggington SrPresident & CEOFT$150,810$150,810
Rodger SmockExecutive Vice PresidentFT$116,240$116,240

Board Members and Trustees

NameTitle
Deidra Harris-brooksChairmain of the Board
Cornelia SimmonsSupervisory Commmittee Chair
Bobby ThomasVice Chairman
Art NowBoard Member
Joseph MarchicaBoard Member
Tyree JacksonBoard Member
Glen O SaffoldSecretary
Hazel Brown-harveySupervisory Committee
Id WilliamsSupervisory Committee
Lorenzo FordSupervisory Committee
Ana SmithSupervisory Committee Secreta
Richard HaleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,608,772
Investment Income
$1,076,230
Other Revenue
$2,803,018
Change in Net Assets
$633,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,631,797
Other Expenses$2,993,741
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,687,714--$2,687,714
Other Employee Benefits-$351,749-$351,749
Other Expenses$587,155$290,846-$290,846
Current Officers, Directors, Trustees, and Key Employees-$267,050-$267,050
Payroll Taxes-$258,825-$258,825
Benefits to Members$229,055--$229,055
Fees for Services Other-$192,123-$192,123
Information Technology-$130,542-$130,542
Insurance-$74,560-$74,560
Pension Plan Contributions-$66,459-$66,459
Occupancy-$49,615-$49,615
Fees for Services Legal-$43,903-$43,903
Office Expenses-$37,045-$37,045
Advertising$23,905--$23,905
Conferences and Meetings-$19,396-$19,396
Fees for Services Accounting-$17,450-$17,450
Travel-$13,380-$13,380
Total Functional Expenses$3,527,829$3,326,764$0$6,854,593
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
Receivables from Officers, Directors, Trustees, and Key Employees$328,757$312,694▼ $16,063
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Regular Shares$72,078,810
Share Drafts$26,493,185
Share Certificates$25,014,012
Money Market Shares$10,181,215
Irakeogh Accounts$8,953,549
Other Liabilities$695,922
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
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“Members have rights to elect the members of the governing body. Members also receive a share of the organizations profits in the form of cash dividends.”

Member election for additional members Part VI line 7A

“Members have the right to elect one or more members of the organizations governing body, whether periodically, as vacancies arise, or otherside.”

Governing body decisions Part VI line 7B

“Members have the right to approve the governing bodys election and removal of members of the governing body, as wll as other matters that are subject to the approval of members as they occur.”

Form 990 governing body review Part VI line 11

“FORM 990 REVIEW PROCESS. HBS, INC., CPAs, AN ACCOUNTING FIRM, HELP US IN PREPARING THE 990 FORM. THE CEO AND THE CONTROLLER REVIEW THE FILING FOR FINAL APPROVAL PRIOR TO ITS FILING.”

Conflict of interest policy compliance Part VI line 12C

“The organization have a compliance officer who monitors and enforces all policies.”

CEO executive director top management comp Part VI line 15A

“The hr personnel receive comparable data which is based on surveys and make recommendations to the ceo.”

Other officer or key employee compensation Part VI line 15B

“The hr personnel receive comparable data which is based on surveys and makes recommendations to the ceo.”

Governing documents etc available to public Part VI line 19

“The monthly financial statement is posted in each of the branches. The conflict of interest policy is available upon request.”

Filing and Contact Details

Filer

Filer Name
Priority One Credit Union
EIN
95-1117083
Address
1631 HUNTINGTON DRIVE, SOUTH PASADENA, CA 91030

Signing Officer

Name
Charles Wiggington Sr
Title
President & CEO
Phone
6264411999
Signed
2016-05-04
Discuss with paid preparer
Yes

Organization Details

Formed
1926
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
76
Volunteers
12

Preparer

Firm
HBS INC CPAs
Address
10736 JEFFERSON BLVD SUITE 657, CULVER CITY, CA 90230
Preparer
Debra M Hughes CPA
Phone
3108018840
Raw XML AppendixShowing 400 of 535 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/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07488020
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0130542
IRS990/InformationTechnologyGrp/TotalAmt0130542
IRS990/InsuranceGrp/ManagementAndGeneralAmt074560
IRS990/InsuranceGrp/TotalAmt074560
IRS990/InvestmentIncomeGrp/ExclusionAmt01076230
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01076230
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01957273
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01946967
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051856508
IRS990/InvestmentsPubTradedSecGrp/EOYAmt060981282
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08626949
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02127028
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01982560
IRS990/LandBldgEquipCostOrOtherBssAmt010609509
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0true
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0NON-PROFIT,STATE-CHARTERED, NATURAL PERSON CREDIT UNION, PROVIDING COMPETITIVE FINANCIAL SERVICES TO THE MEMBERS OF PRIORITY ONE CREDIT UNION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012814438
IRS990/NetAssetsOrFundBalancesEOYAmt013419935
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-27930
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt049615
IRS990/OccupancyGrp/TotalAmt049615
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037045
IRS990/OfficeExpensesGrp/TotalAmt037045
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0680178
IRS990/OtherAssetsTotalGrp/EOYAmt0434588
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0351749
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0351749
IRS990/OtherExpensesGrp/Desc0OTHER BRANCH OPERATING EXP
IRS990/OtherExpensesGrp/Desc1OTHER BRANCH PROGRAM EXP
IRS990/OtherExpensesGrp/Desc2DEPRECIATION EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01513821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1290846
IRS990/OtherExpensesGrp/ProgramServicesAmt0587155
IRS990/OtherExpensesGrp/TotalAmt01513821
IRS990/OtherExpensesGrp/TotalAmt1587155
IRS990/OtherExpensesGrp/TotalAmt2290846
IRS990/OtherLiabilitiesGrp/BOYAmt0132050365
IRS990/OtherLiabilitiesGrp/EOYAmt0143416693
IRS990/OtherRevenueMiscGrp/BusinessCd0522291
IRS990/OtherRevenueMiscGrp/BusinessCd1522291
IRS990/OtherRevenueMiscGrp/BusinessCd2522291
IRS990/OtherRevenueMiscGrp/Desc0FEES AND CHARGES
IRS990/OtherRevenueMiscGrp/Desc1OTHER OPERATING INCOME
IRS990/OtherRevenueMiscGrp/Desc2NET GAIN -INVEST SALE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02540635
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1231654
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt230729
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02540635
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1231654
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt230729
IRS990/OtherRevenueTotalAmt02803018
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02687714
IRS990/OtherSalariesAndWagesGrp/TotalAmt02687714
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt068950448
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt072980995
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0258825
IRS990/PayrollTaxesGrp/TotalAmt0258825
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt066459
IRS990/PensionPlanContributionsGrp/TotalAmt066459
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0358942
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0353208
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03608772
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03608772
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0252041
IRS990/PYInvestmentIncomeAmt01007772
IRS990/PYOtherExpensesAmt03303991
IRS990/PYOtherRevenueAmt03065505
IRS990/PYProgramServiceRevenueAmt03689945
IRS990/PYRevenuesLessExpensesAmt0722195
IRS990/PYSalariesCompEmpBnftPaidAmt03484995
IRS990/PYTotalExpensesAmt07041027
IRS990/PYTotalRevenueAmt07763222
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0328757
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0312694
IRS990/ReconcilationRevenueExpnssAmt0633427
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06149407
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012814438
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013419935
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014699596
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0940777
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02493923
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03434700
IRS990ScheduleD/EquipmentGrp/BookValueAmt0252658
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05173838
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05426496
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt040000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11200158
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt21357014
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3-650205
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT IN COOP SHARE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENT - DEPOSITSSTOCK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2INVESTMENT - NCUA DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3UNREALIZED INVESTMENT LOSS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/LandGrp/BookValueAmt0660864
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0660864
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0128261
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0959188
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01087449
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0340745
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt193843
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INCOME
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ASSETS IN LIQUIDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0695922
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt126493185
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt225014012
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt38953549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt472078810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt510181215
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SHARE CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3IRAKEOGH ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5MONEY MARKET SHARES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01982560
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0434588
IRS990ScheduleD/TotalBookValueProgramRltdAmt01946967
IRS990ScheduleD/TotalLiabilityAmt0143416693
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0150810
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHARLES WIGGINGTON SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150810
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt018800
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt117971
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt2211721
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt318428
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt413155
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt56340
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt626279
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd4true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd5true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd6true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd7true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd6false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd7false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd5X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd6X

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,494,836
Liabilities
$144,074,901
Net assets
$13,419,935
Revenue
$7,488,020
Expenses
$6,854,593
Net income
$633,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$195$174$20.8$12.8$10.2$2.59
2023Detailed filing. Detailed filing data is available for this year.$192$175$17.8$12.1$9.60$2.54
2022Detailed filing. Detailed filing data is available for this year.$196$182$14.6$9.48$8.02$1.46
2021Detailed filing. Detailed filing data is available for this year.$209$190$18.5$7.53$7.43$0.10
2020Detailed filing. Detailed filing data is available for this year.$196$177$19.3$7.60$7.28$0.33
2019Detailed filing. Detailed filing data is available for this year.$161$142$18.1$8.83$7.40$1.42
2018Detailed filing. Detailed filing data is available for this year.$160$144$15.4$8.35$7.24$1.11
2017Detailed filing. Detailed filing data is available for this year.$161$146$14.7$7.82$7.12$0.70
2016Detailed filing. Detailed filing data is available for this year.$160$146$14.1$7.92$6.98$0.94
2015Detailed filing. Detailed filing data is available for this year.$157$144$13.4$7.49$6.85$0.63
2014Detailed filing. Detailed filing data is available for this year.$146$133$12.8$7.76$7.04$0.72
2013Detailed filing. Detailed filing data is available for this year.$146$134$12.1$7.73$7.42$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$135$12.6$8.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$142$11.9$8.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$154$143$11.0$10.9