Civic Intelligence

Finex Credit Union

990 • Fiscal year 2017 • EIN 06-0659505

Apr 01, 2016 to Mar 31, 2017

East Hartford, CT
Siviq Scores

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

Liabilities / Assets

89th percentile

0.92x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

27th percentile

16.17x

Higher debt load relative to revenue than 27% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Net Margin

28th percentile

4.4%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$83,453,666

No earlier filing loaded for comparison.

Net Assets

$6,847,319

No earlier filing loaded for comparison.

Liabilities

$76,606,347

No earlier filing loaded for comparison.

Revenue

$4,738,927

No earlier filing loaded for comparison.

Expenses

$4,530,086

No earlier filing loaded for comparison.

Net Income

$208,841

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2017: $83,453,666Liabilities 2017: $76,606,347Net Assets 2017: $6,847,3192017Assets 2018: $85,055,504Liabilities 2018: $78,125,851Net Assets 2018: $6,929,6532018Assets 2019: $87,776,020Liabilities 2019: $80,671,212Net Assets 2019: $7,104,8082019Assets 2020: $89,315,333Liabilities 2020: $81,862,586Net Assets 2020: $7,452,7472020Assets 2021: $109,750,704Liabilities 2021: $100,914,988Net Assets 2021: $8,835,7162021Assets 2022: $109,422,895Liabilities 2022: $100,149,201Net Assets 2022: $9,273,6942022Assets 2023: $112,609,874Liabilities 2023: $102,456,848Net Assets 2023: $10,153,0262023Assets 2024: $148,562,385Liabilities 2024: $135,633,924Net Assets 2024: $12,928,4612024Assets 2025: $143,889,213Liabilities 2025: $131,436,208Net Assets 2025: $12,453,0052025

Highlighted filing

2017

Assets$83,453,666
Liabilities$76,606,347
Net Assets$6,847,319

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $4,738,927Expenses 2017: $4,530,086Net Income 2017: $208,8412017Revenue 2018: $4,804,874Expenses 2018: $4,722,539Net Income 2018: $82,3352018Revenue 2019: $5,203,329Expenses 2019: $5,028,174Net Income 2019: $175,1552019Revenue 2020: $5,809,758Expenses 2020: $5,461,820Net Income 2020: $347,9382020Revenue 2021: $7,074,644Expenses 2021: $5,691,677Net Income 2021: $1,382,9672021Revenue 2022: $5,905,863Expenses 2022: $5,467,885Net Income 2022: $437,9782022Revenue 2023: $7,998,878Expenses 2023: $7,767,546Net Income 2023: $231,3322023Revenue 2024: $10,167,569Expenses 2024: $12,010,475Net Income 2024: -$1,842,9062024Revenue 2025: $11,459,156Expenses 2025: $11,934,612Net Income 2025: -$475,4562025

Highlighted filing

2017

Revenue$4,738,927
Expenses$4,530,086
Net Income$208,841
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Mission and Program Overview

Mission

To provide low cost financial services to the credit union owner depositors.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings