Civic Intelligence

Credit Union of Southern California

990 • Fiscal year 2013 • EIN 95-1818041

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 27, 2014

Organization ProfileWWW.CUSOCAL.ORG

View Organization Page

8101 E Kaiser Blvd92808-2243

(562) 698-8326

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.90x

Higher debt load relative to assets than 53% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

72nd percentile

20.65x

Higher debt load relative to revenue than 72% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Net Margin

52nd percentile

15%

Higher net margin than 52% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

94th percentile

$888,179

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Asset Growth

42nd percentile

3.4%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

12th percentile

-11%

Faster revenue growth than 12% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$710,777,020

Up $23,293,684 (+3.4%) from 2012

Net Assets

Down

$72,451,077

Down $11,936,034 (-14%) from 2012

Liabilities

Up

$638,325,943

Up $35,229,718 (+5.8%) from 2012

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin52nd percentile

Revenue

Down

$30,910,585

Down $3,963,102 (-11%) from 2012

Expenses

Up

$26,266,741

Up $442,578 (+1.7%) from 2012

Net Income

Down

$4,643,844

Down $4,405,680 (-49%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0B$2.0B$1.0B$0Assets 2010: $588,684,242Liabilities 2010: $525,738,891Net Assets 2010: $62,945,3512010Assets 2011: $552,232,568Liabilities 2011: $481,045,258Net Assets 2011: $71,187,3102011Assets 2012: $687,483,336Liabilities 2012: $603,096,225Net Assets 2012: $84,387,1112012Assets 2013: $710,777,020Liabilities 2013: $638,325,943Net Assets 2013: $72,451,0772013Assets 2014: $927,723,301Liabilities 2014: $824,252,061Net Assets 2014: $103,471,2402014Assets 2015: $1,000,879,692Liabilities 2015: $889,150,565Net Assets 2015: $111,729,1272015Assets 2016: $1,173,870,077Liabilities 2016: $1,057,861,374Net Assets 2016: $116,008,7032016Assets 2017: $1,408,135,586Liabilities 2017: $1,258,118,601Net Assets 2017: $150,016,9852017Assets 2018: $1,485,094,224Liabilities 2018: $1,325,539,671Net Assets 2018: $159,554,5532018Assets 2019: $1,680,021,724Liabilities 2019: $1,485,562,463Net Assets 2019: $194,459,2612019Assets 2020: $2,020,459,917Liabilities 2020: $1,805,339,842Net Assets 2020: $215,120,0752020Assets 2021: $2,246,765,154Liabilities 2021: $2,034,015,492Net Assets 2021: $212,749,6622021Assets 2022: $2,582,085,802Liabilities 2022: $2,477,074,891Net Assets 2022: $105,010,9112022Assets 2023: $2,958,463,252Liabilities 2023: $2,799,491,297Net Assets 2023: $158,971,9552023Assets 2024: $2,894,345,402Liabilities 2024: $2,705,309,280Net Assets 2024: $189,036,1222024

Highlighted filing

2013

Assets$710,777,020
Liabilities$638,325,943
Net Assets$72,451,077
Open 2013 Filing

Operations Trend

Revenue Growth12th percentile

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

$300M$200M$100M$0Expenses 2010: $33,906,4672010Expenses 2011: $30,190,6702011Revenue 2012: $34,873,687Expenses 2012: $25,824,163Net Income 2012: $9,049,5242012Revenue 2013: $30,910,585Expenses 2013: $26,266,741Net Income 2013: $4,643,8442013Revenue 2014: $43,245,922Expenses 2014: $30,765,929Net Income 2014: $12,479,9932014Revenue 2015: $45,925,118Expenses 2015: $37,981,543Net Income 2015: $7,943,5752015Revenue 2016: $61,428,228Expenses 2016: $47,882,239Net Income 2016: $13,545,9892016Revenue 2017: $66,609,511Expenses 2017: $53,927,360Net Income 2017: $12,682,1512017Revenue 2018: $73,332,209Expenses 2018: $60,359,120Net Income 2018: $12,973,0892018Revenue 2019: $86,215,255Expenses 2019: $67,238,766Net Income 2019: $18,976,4892019Revenue 2020: $94,039,451Expenses 2020: $75,326,832Net Income 2020: $18,712,6192020Revenue 2021: $90,560,812Expenses 2021: $68,173,898Net Income 2021: $22,386,9142021Revenue 2022: $120,210,205Expenses 2022: $94,299,060Net Income 2022: $25,911,1452022Revenue 2023: $179,480,392Expenses 2023: $151,267,296Net Income 2023: $28,213,0962023Revenue 2024: $204,857,864Expenses 2024: $171,198,095Net Income 2024: $33,659,7692024

Highlighted filing

2013

Revenue$30,910,585
Expenses$26,266,741
Net Income$4,643,844
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 27, 2014
Return Version
2013v3.0
Gross Receipts
$107,160,937
Mission and Program Overview

Mission

A cooperative, organized for the purpose of promoting thrift andsavings among its members, creating a source of credit for them at rates of interest set by the board of directors, and providing an opportunity for them to use and control their own money on a democratic basis in order to improve their economic and social conditions. As a cooperative, credit union of southern californiaconducts its business for the mutual benefit and general welfare of its members with the earnings, savings, benefits, or servicesof the credit union being distributed to its members as patrons.

A cooperative, organized for the purpose of promoting thrift and savings among its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$339,541,786$340,499,721▲ $957,935
Savings and Temporary Cash Investments$163,346,406$249,564,765▲ $86,218,359
Investments in Publicly Traded Securities$166,078,706$93,179,821▼ $72,898,885
Rtn Earn Endowment Incm Other Fnds$84,387,111$72,451,077▼ $11,936,034
Land, Buildings, and Equipment, Net$4,980,632$14,151,023▲ $9,170,391
Cash and Non-Interest-Bearing Accounts$4,463,352$4,698,725▲ $235,373
Receivables From Officers Etc$4,400,249$4,333,137▼ $67,112
Prepaid Expenses and Deferred Charges$680,913$880,079▲ $199,166
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$687,483,336$710,777,020▲ $23,293,684
Other Assets Total$3,991,292$3,469,749▼ $521,543
Liabilities
Other Liabilities$594,850,567$628,755,654▲ $33,905,087
Accounts Payable and Accrued Expenses$8,245,658$9,570,289▲ $1,324,631
Total Liabilities$603,096,225$638,325,943▲ $35,229,718
Net Assets / Fund Balance
Total Net Assets Fund Balance$84,387,111$72,451,077▼ $11,936,034
Total Liabilities and Net Assets / Fund Balance$687,483,336$710,777,020▲ $23,293,684

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,367,276$8,859,118$10,226,394
Buildings$7,989,260$1,208,303$9,197,563
Land$4,331,291-$4,331,291
Leasehold Improvements$463,196$3,553,986$4,017,182
Investment Program Related Org$40,000--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave GundersonPresident/CEOFT$456,775$431,404$888,179
Peter PutnamCFOFT$306,502$269,873$576,375
Deborah ChildsEvp AdministrationFT$209,395$253,098$462,493
Marjorie TesterSVP Strategic InitiativesFT$183,626$137,702$321,328
Tom OrmanSVP LendingFT$161,368$98,838$260,206
Ray RoundsSVP Information ServicesFT$138,669$99,240$237,909
Michelle HunterSVP MarketingFT$139,567$82,893$222,460
Mabel MorrisVP Special ProjectsFT$165,779$56,348$222,127
Frederick HoffmanLegislative AffairsFT$135,360$73,078$208,438
Mark HiattVP Real Estate LendingFT$107,836$75,578$183,414
Alfreda CaldwellSVP Operations DivisionFT$116,671$51,546$168,217
Lee HardemanSecretary-$2,515-$2,515
Chris StoneVice Chairperson-$1,330-$1,330
John RosenbergerChairperson-$682-$682
Judy MillerSupv Cmte Chairperson-$600-$600
Paul MooreTreasurer-$591-$591
Robyn BjorklundDirector-$368-$368
Sidney StokesSupv Cmte Member-$342-$342
Bob ChaffinoDirector-$330-$330
Ed PaulSupv Cmte Member-$330-$330
Elizabeth CampDirector-$330-$330
Chris GeorgeDirector-$312-$312
Dave YamashitaSupv Cmte Member-$216-$216
Eric DayAdvisory Board Member-$165-$165
Greg KelleySupv Cmte Member-$165-$165
Mark ThistlewaiteAdvisory Board Member-$165-$165

Board Members and Trustees

NameTitle
Lyle ScheppeleDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,803,687
Investment Income
$-552,958
Other Revenue
$3,659,856
Change in Net Assets
$4,643,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,297,659
Salaries, Compensation, and Employee Benefits$12,867,597
Grants and Similar Amounts Paid$101,485
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$7,797,502
Current Officers, Directors, Trustees, and Key Employees---$2,852,569
Occupancy---$2,250,718
Interest---$2,165,238
Office Expenses---$1,569,044
Fees for Services Other---$1,076,892
Depreciation Depletion---$972,779
Other Employee Benefits---$809,802
Payroll Taxes---$760,633
Information Technology---$751,147
Pension Plan Contributions---$647,091
Insurance---$476,431
Advertising---$434,850
Travel---$294,947
Fees for Services Legal---$109,844
Grants to Domestic Orgs---$101,485
Fees for Services Accounting---$85,030
Other Expenses---$64,585
Fees for Service Investment Mgmnt Fees---$14,054
Total Functional Expenses$0$0$0$26,266,741
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-2401627-501(c)(3)Provide Support to Poor and Needy Families$40,722
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$4,400,249$4,333,137▼ $67,112
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Total Shares and Deposits$618,755,654
Other Payables & Liabilities$10,000,000
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

Form 990, Part VI, Section A, Line 6

“Credit union of southern california is a cooperative financial institution that is owned and controlled by its members and operated for the purpose of promoting thrift and savings to its members. Credit union of southern california does not have stockholders.”

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

“The governing board of credit union of southern california is comprised of volunteer members who are directly elected by its members. Each member of the governing board serves for a period as prescribed by our by-laws.”

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

“At the end of each term of the board members, elections are held and board members are elected by the members of the credit union pursuant to its by-laws. Member votes are also required to ratify decisions dealing with reorganization as in the case of a dissolution or a merger where credit union of southern california is not the surviving entity.”

Form 990, Part VI, Section B, Line 11

“A copy of form 990 is presented to the entire board of directors at a special board meeting. The board members are given time to read and review form 990. Open discussions will follow during which time board members can raise questions; responses will be provided by senior management. Any proposed revisions will be incorporated into the final document. Formal minutes of the special board meeting will be signed at the next regular monthly meeting of the board and will be retained permanently with corporate documents.”

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

“All employees and volunteers are required to confirm their understanding of and compliance with the 'conflict of interest policy' by signing an acknowledgement on an annual basis.”

Form 990, Part VI, Section B, Line 15

“A written job description and salary range is developed for every position which appears on the credit union's organizational chart. It is the policy of the credit union to maintain fair and competitive salaries consistent with the economic requirements of the organization and commensurate with the credit union's competitive strategy in the labor market in order to attract, retain and reward qualified employees. Approval of the ceo is required prior to offering a salary over the midpoint of a position's salary range. No employee shall be paid more than the maximum amount of his/her position's salary range unless approved by the ceo.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
95-1818041
Phone
5626988326

Signing Officer

Name
Peter Putnam
Title
CFO
Phone
5626988326
Signed
2014-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Gunderson
Formed
1954
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
188
Volunteers
16

Preparer

Preparer
Valentino Creus CPA
Phone
8189549700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Equity acquired in merger 500,000.”

Form 990,part XII,line 2C

“The organization has not changed either its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“Fasb asc 740-10-65, income taxes, provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the consolidated financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the credit union's tax returns to determine whether the tax positions are "more likely than not" of being sustained "when challenged" or "when examined" by the applicable tax authority. Tax positions deemed to not meet the more-likely-than-not threshold would be recorded as a tax expense and liability in the current year. At june 30, 2013, management has determined that there are no material uncertain tax positions. The credit union is not subject to examination by u.s. Federal and state tax authorities for tax years before 2008.”

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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/PersonNm9MARK THISTLEWAITE
IRS990/Form990PartVIISectionAGrp/PersonNm10ERIC DAY
IRS990/Form990PartVIISectionAGrp/PersonNm11JUDY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm12SIDNEY STOKES
IRS990/Form990PartVIISectionAGrp/PersonNm13GREG KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVE YAMASHITA
IRS990/Form990PartVIISectionAGrp/PersonNm15ED PAUL
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVE GUNDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm17PETER PUTNAM
IRS990/Form990PartVIISectionAGrp/PersonNm18DEBORAH CHILDS
IRS990/Form990PartVIISectionAGrp/PersonNm19TOM ORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20RAY ROUNDS
IRS990/Form990PartVIISectionAGrp/PersonNm21MICHELLE HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm22ALFREDA CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm23MARJORIE TESTER
IRS990/Form990PartVIISectionAGrp/PersonNm24MARK HIATT
IRS990/Form990PartVIISectionAGrp/PersonNm25MABEL MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm26FREDERICK HOFFMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ADVISORY BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10ADVISORY BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPV CMTE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt12SUPV CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SUPV CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SUPV CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SUPV CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18EVP ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt19SVP LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt20SVP INFORMATION SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt21SVP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt22SVP OPERATIONS DIVISION
IRS990/Form990PartVIISectionAGrp/TitleTxt23SVP STRATEGIC INITIATIVES
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP REAL ESTATE LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP SPECIAL PROJECTS
IRS990/Form990PartVIISectionAGrp/TitleTxt26LEGISLATIVE AFFAIRS
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IRS990/Form990TFiledInd01
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt069897690
IRS990/GrossReceiptsAmt0107160937
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/TotalAmt0476431
IRS990/InterestGrp/TotalAmt02165238
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt0340499721
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0166078706
IRS990/InvestmentsPubTradedSecGrp/EOYAmt093179821
IRS990/IRPDocumentCnt012079
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt027772430
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT ANDSAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, CREDIT UNION OF SOUTHERN CALIFORNIACONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICESOF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt084387111
IRS990/NetAssetsOrFundBalancesEOYAmt072451077
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-6084297
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6084297
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-17079878
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IRS990/OfficeExpensesGrp/TotalAmt01569044
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0809802
IRS990/OtherExpensesGrp/Desc0MISC OPERATING FEES
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc2OPERATING FEES
IRS990/OtherExpensesGrp/TotalAmt02450891
IRS990/OtherExpensesGrp/TotalAmt1581209
IRS990/OtherExpensesGrp/TotalAmt264585
IRS990/OtherLiabilitiesGrp/BOYAmt0594850567
IRS990/OtherLiabilitiesGrp/EOYAmt0628755654
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15927887
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16352993
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23659341
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1425106
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt2242431
IRS990/ProgSrvcAccomActy2Grp/Desc0ACHIEVEMENT OF SATISFACTORY SERVICES PROVIDED TO MEMBERS IN CONNECTION WITH THE GRANTING OF FIRST AND SECOND TRUST DEED REAL ESTATE LOANS.
IRS990/ProgSrvcAccomActy3Grp/Desc0ACHIEVEMENT OF SATISFACTORY SERVICES PROVIDED TO MEMBERS IN CONNECTION WITH MANAGING THEIR FINANCES INCLUDING CHECKING ACCOUNTS, DEBIT, CREDIT AND ATM CARDS, HOME BANKING AND BILL PAYMENT SERVICES, AND OVERDRAFT PROTECTION AND PAYMENT.
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IRS990/PYOtherRevenueAmt04392292
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt04333137
IRS990/ReconcilationRevenueExpnssAmt04643844
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,777,020
Liabilities
$638,325,943
Net assets
$72,451,077
Revenue
$30,910,585
Expenses
$26,266,741
Net income
$4,643,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,894$2,705$189$205$171$33.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,958$2,799$159$179$151$28.2
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,582$2,477$105$120$94.3$25.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,247$2,034$213$90.6$68.2$22.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,020$1,805$215$94.0$75.3$18.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,680$1,486$194$86.2$67.2$19.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,485$1,326$160$73.3$60.4$13.0
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,408$1,258$150$66.6$53.9$12.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,174$1,058$116$61.4$47.9$13.5
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,001$889$112$45.9$38.0$7.94
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$928$824$103$43.2$30.8$12.5
2013Detailed filing. Detailed filing data is available for this year.$711$638$72.5$30.9$26.3$4.64
2012Summary only. Only limited summary data is available for this year.$687$603$84.4$34.9$25.8$9.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$552$481$71.2$30.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$589$526$62.9$33.9
Peer Organizations

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