Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 19.4% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Assets
Up$347,949
Up $65,494 (+23%) from 2020
Net Assets
Up$347,949
Up $65,494 (+23%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue
Down$148,191
Down $3,131 (-2.1%) from 2020
Expenses
Down$82,697
Down $3,697 (-4.3%) from 2020
Net Income
Up$65,494
Up $566 (+0.9%) from 2020
Cusavers 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.
| 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 | $55,251 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HOLLY MARKHAM | Director | PT | $28,798 | - | $28,798 |
| BRIAN BEST | President | - | $0 | - | - |
| BRAD BAKER | CFO | - | $0 | - | - |
“Description: interest earned on deposits. Amount: 101.”
“Description: education and publications. Amount: 26,453. Description: misc. Other expenses. Amount: 20,500. Description: taxes & licenses-general. Amount: 61. Total to form 990-ez, line 16: 47,014.”
“Description: other assets. Beg. Of year amount: 79,393. End of year amount: 144,785.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ROLFE THOMPSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8134146575 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 711 E HENDERSON AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | TAMPA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33602 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 203062 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 203164 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 65494 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6885 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 282455 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 347949 |
| IRS990EZ/GrossReceiptsAmt | 0 | 148191 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 101 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 148090 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 282455 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 347949 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 282455 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 347949 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 7.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 28798 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BRIAN BEST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BRAD BAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | HOLLY MARKHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CFO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 79393 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 144785 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47014 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CUSAVERS 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. |
| 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 | 55251 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 28798 |
| 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 | 82697 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 55251 |
| IRS990EZ/TotalRevenueAmt | 0 | 148191 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 1 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CUSAVERS.ORG |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt | 0 | 250000 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 250000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 148090 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 151195 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 143520 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 381400 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 112580 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 936785 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 101 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 127 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 203 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 97 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 528 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 101 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 127 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 203 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 97 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 528 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00060 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00050 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.73270 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.71710 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 686785 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 250000 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 250000 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 148090 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 151195 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 143520 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 381400 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 112580 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 936785 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 148191 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 151322 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 143723 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 381497 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 112580 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 937313 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST EARNED ON DEPOSITS. AMOUNT: 101. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: EDUCATION AND PUBLICATIONS. AMOUNT: 26,453. DESCRIPTION: MISC. OTHER EXPENSES. AMOUNT: 20,500. DESCRIPTION: TAXES & LICENSES-GENERAL. AMOUNT: 61. TOTAL TO FORM 990-EZ, LINE 16: 47,014. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 79,393. END OF YEAR AMOUNT: 144,785. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| 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 |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRAD BAKER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CFO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8134146575 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CU SAVERS INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CUSA |
| ReturnHeader/Filer/EIN | 0 | 030603264 |
| ReturnHeader/Filer/PhoneNum | 0 | 8134146575 |
| 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 | 382492570 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DOEREN MAYHEW |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 12060 S W 129TH COURT STE 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MIAMI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 331864582 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN J MURNANE JR |
| ReturnHeader/ReturnTs | 0 | 2022-11-10T19:00:38-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | BRAD |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | BAKER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.