Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
21st percentile
Higher net margin than 21% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
34th percentile
Faster revenue growth than 34% of similar nonprofits.
Balance Sheet
Assets
Down$222,459
Down $15,439 (-6.5%) from 2014
Net Assets
Down$222,459
Down $15,439 (-6.5%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Down$123,303
Down $13,082 (-9.6%) from 2014
Expenses
Up$138,742
Up $10,345 (+8.1%) from 2014
Net Income
Down-$15,439
Down $23,427 (-293%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Mar 7, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $123,303
Mission and Program Overview
Mission
Cu savers is a non-profit organization dedicated to educating members of the community on all things financial. Whether you are managing day-to-day expenses like saving, spending, and budgeting or planning for the future and retirement by investing, becoming a member is valuable.
To promote the education and benefits of saving.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FURNISHING UNBIASED, PERSONAL FINANCIAL INFORMATION TO MEMBERS IN THE FORM OF A QUARTERLY NEWSLETTER, PROMOTING THE EDUCATION AND BENEFITS OF SAVINGS, INVESTMENTS, AND RETIREMENT PLANNING. | $0 | $138,742 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOE BRANCUCCI | President | - | $0 | - | - |
| BRIAN BEST | Vice President | - | $0 | - | - |
| Jimmy Dubose | Chairman | - | $0 | - | - |
Governance and Compliance
Governance Explanations
PART VI, LINE 49A, TRANSFERS TO NON-CHARITABLE RELATED ORGANIZATION:
“Cu savers, inc reimburses a related entity, gte federal credit union a cooperative association organized in accordance with the provisions of the federal credit union act, for expenses paid on its behalf.”
Filing and Contact Details
Filer
- Filer Name
- CU Savers Inc
- EIN
- 03-0603264
- Phone
- 8138712690
- Address
- 711 E Henderson Ave, Tampa, FL 33602
Signing Officer
- Name
- Brian Best
- Title
- Vice President
- Phone
- 8138712690
- Signed
- 2016-03-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Moss Adams LLP
- Address
- 2707 Colby Avenue Suite 801, Everett, WA 98201
- Preparer
- Angela M Fidler
- Phone
- 4252597227
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 8 - Other Revenue
“Description: EXPENSE REIMBURSEMENTS. Amount: 2,433.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: INSURANCE. Amount: 3,000. Description: DATA & COMMUNICATIONS. Amount: 8,000. Description: DUES & SUBSCRIPTIONS. Amount: 61. Description: MISCELLANEOUS EXPENSES. Amount: 60. Description: Travel and Meetings. Amount: 3,951. Total to Form 990-EZ, line 16: 15,072.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: ACCOUNTS RECEIVABLE - DUE FROM GTE. Beg. of Year Amount: 237,885. End of Year Amount: 222,359.”
Raw XML Appendix157 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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| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 100 |
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| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
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| IRS990EZ/FiledScheduleAInd | 0 | 1 |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 222459 |
| IRS990EZ/GrossReceiptsAmt | 0 | 123303 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVIInd | 0 | X |
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| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 120870 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 237898 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 222459 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BRIAN BEST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jimmy Dubose |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Chairman |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 237885 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 222359 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 15072 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2433 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE THE EDUCATION AND BENEFITS OF SAVING. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 16970 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FURNISHING UNBIASED, PERSONAL FINANCIAL INFORMATION TO MEMBERS IN THE FORM OF A QUARTERLY NEWSLETTER, PROMOTING THE EDUCATION AND BENEFITS OF SAVINGS, INVESTMENTS, AND RETIREMENT PLANNING. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 138742 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 95867 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 138742 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 138742 |
| IRS990EZ/TotalRevenueAmt | 0 | 123303 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 1 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | SEE SCHEDULE O |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 120870 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 126590 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 148670 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 142485 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 18917 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 557532 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 2433 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 9795 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18169 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5305 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 35702 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.93980 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.93150 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 557532 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 120870 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 126590 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 148670 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 142485 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18917 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 557532 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 123303 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 136385 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 166839 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 147790 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 18917 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 593234 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: EXPENSE REIMBURSEMENTS. Amount: 2,433. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: INSURANCE. Amount: 3,000. Description: DATA & COMMUNICATIONS. Amount: 8,000. Description: DUES & SUBSCRIPTIONS. Amount: 61. Description: MISCELLANEOUS EXPENSES. Amount: 60. Description: Travel and Meetings. Amount: 3,951. Total to Form 990-EZ, line 16: 15,072. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: ACCOUNTS RECEIVABLE - DUE FROM GTE. Beg. of Year Amount: 237,885. End of Year Amount: 222,359. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CU SAVERS, INC REIMBURSES A RELATED ENTITY, GTE FEDERAL CREDIT UNION A COOPERATIVE ASSOCIATION ORGANIZED IN ACCORDANCE WITH THE PROVISIONS OF THE FEDERAL CREDIT UNION ACT, FOR EXPENSES PAID ON ITS BEHALF. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | PART VI, LINE 49A, TRANSFERS TO NON-CHARITABLE RELATED ORGANIZATION: |
| ReturnHeader/BuildTS | 0 | 2016-09-27 15:27:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Brian Best |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Vice President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8138712690 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-03-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CU Savers Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CUSA |
| ReturnHeader/Filer/EIN | 0 | 030603264 |
| ReturnHeader/Filer/PhoneNum | 0 | 8138712690 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 711 E Henderson Ave |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Tampa |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33602 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 910189318 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Moss Adams LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2707 Colby Avenue Suite 801 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Everett |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 98201 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4252597227 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-03-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Angela M Fidler |
| ReturnHeader/ReturnTs | 0 | 2016-04-07T20:39:59-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $222,459
- Liabilities
- $0
- Net assets
- $222,459
- Revenue
- $123,303
- Expenses
- $138,742
- Net income
- -$15,439