Civic Intelligence

Achieve Financial Credit Union Inc

990 • Fiscal year 2011 • EIN 06-0696607

Jan 01, 2011 to Dec 31, 2011 • Filed on May 11, 2012

Organization ProfileWWW.ACHIEVEFINANCIALCU.COM

View Organization Page

PO Box 703006037
Siviq Scores

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

Liabilities / Assets

91st percentile

0.93x

Higher debt load relative to assets than 91% of similar nonprofits.

2011 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

32nd percentile

2.3%

Faster asset growth than 32% of similar nonprofits.

2011 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$103,486,901

Up $2,352,568 (+2.3%) from 2010

Net Assets

Up

$7,625,163

Up $715,585 (+10%) from 2010

Liabilities

Up

$95,861,738

Up $1,636,983 (+1.7%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,567,058

Down $620,655 (-8.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$200M$150M$100M$50M$0Assets 2010: $101,134,333Liabilities 2010: $94,224,755Net Assets 2010: $6,909,5782010Assets 2011: $103,486,901Liabilities 2011: $95,861,738Net Assets 2011: $7,625,1632011Assets 2012: $104,705,417Liabilities 2012: $96,696,457Net Assets 2012: $8,008,9602012Assets 2013: $109,544,115Liabilities 2013: $100,979,364Net Assets 2013: $8,564,7512013Assets 2014: $113,245,305Liabilities 2014: $104,207,911Net Assets 2014: $9,037,3942014Assets 2015: $122,451,154Liabilities 2015: $112,955,199Net Assets 2015: $9,495,9552015Assets 2016: $126,174,445Liabilities 2016: $116,477,305Net Assets 2016: $9,697,1402016Assets 2017: $129,565,274Liabilities 2017: $119,307,750Net Assets 2017: $10,257,5242017Assets 2018: $129,741,266Liabilities 2018: $118,927,695Net Assets 2018: $10,813,5712018Assets 2019: $131,893,368Liabilities 2019: $120,211,512Net Assets 2019: $11,681,8562019Assets 2020: $162,912,495Liabilities 2020: $151,189,819Net Assets 2020: $11,722,6762020Assets 2021: $177,006,682Liabilities 2021: $165,412,720Net Assets 2021: $11,593,9622021Assets 2022: $183,250,727Liabilities 2022: $173,932,195Net Assets 2022: $9,318,5322022Assets 2023: $192,475,799Liabilities 2023: $181,359,436Net Assets 2023: $11,116,3632023Assets 2024: $181,973,848Liabilities 2024: $169,819,873Net Assets 2024: $12,153,9752024

Highlighted filing

2011

Assets$103,486,901
Liabilities$95,861,738
Net Assets$7,625,163
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,187,7132010Expenses 2011: $6,567,0582011Expenses 2012: $6,627,8462012Revenue 2013: $7,005,128Expenses 2013: $6,362,167Net Income 2013: $642,9612013Revenue 2014: $7,014,757Expenses 2014: $6,547,405Net Income 2014: $467,3522014Revenue 2015: $7,128,828Expenses 2015: $6,672,640Net Income 2015: $456,1882015Revenue 2016: $7,155,404Expenses 2016: $6,856,273Net Income 2016: $299,1312016Revenue 2017: $7,784,724Expenses 2017: $7,193,138Net Income 2017: $591,5862017Revenue 2018: $8,626,185Expenses 2018: $7,998,513Net Income 2018: $627,6722018Revenue 2019: $8,643,003Expenses 2019: $8,025,589Net Income 2019: $617,4142019Revenue 2020: $7,837,035Expenses 2020: $7,999,110Net Income 2020: -$162,0752020Revenue 2021: $8,898,546Expenses 2021: $8,013,107Net Income 2021: $885,4392021Revenue 2022: $10,293,726Expenses 2022: $8,300,755Net Income 2022: $1,992,9712022Revenue 2023: $12,016,169Expenses 2023: $11,112,680Net Income 2023: $903,4892023Revenue 2024: $11,449,976Expenses 2024: $11,158,011Net Income 2024: $291,9652024

Highlighted filing

2011

Revenue-
Expenses$6,567,058
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 11, 2012
Return Version
2011v1.2
Gross Receipts
$11,950,623
Mission and Program Overview

Mission

We provide financial services for our members.

Major Activities

Activity 2
Origination and maintenance of members' loan accounts
Activity 3
Payment of interest and dividends
Filing and Contact Details

Filer

EIN
06-0696607
Raw XML AppendixShowing 400 of 426 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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IRS990ScheduleO/GeneralExplanation/Explanation1MEMBERS IN GOOD STANDING MAY VOTE FOR DIRECTORS AS TERMS EXPIRE.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CEO AND CFO PREPARE AND REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION ANNUALLY REVIEWS THEIR CONFLICT OF INTEREST POLICY WITH DIRECTORS, OFFICERS AND KEY EMPLOYEES. ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES MUST SIGN AN AFFIRMATION INDICATING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY AND THAT THEY HAVE NOT BEEN IN VIOLATION OF ANY OF THE SECTIONS OF THE POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation4THE CEO'S COMPENSATION IS DETERMINED BY A CEO EVALUATION COMMITTEE MADE UP OF DIRECTORS. THE COMMITTEE REVIEWS THE CEO'S PERFORMANCE PLAN AND USES EXTERNAL PEER DATA FOR COMPARABLE COMPENSATION. DOCUMENTATION IS KEPT WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO MEMBERS ON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED FOR VIEWING IN ALL PUBLIC SERVICE LOCATIONS.
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IRS990ScheduleO/GeneralExplanation/Explanation7THIS PROCESS DID NOT CHANGE FROM PRIOR YEAR.
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IRS990/TotalAssets/EOY0103486901
IRS990/TotalAssetsEOY0103486901
IRS990/TotalCompGT150K01
IRS990/TotalExpensesCurrentYear06567058
IRS990/TotalExpensesPriorYear07187713
IRS990/TotalFunctionalExpenses/Total06567058
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI038712
IRS990/TotalLiabilities/BOY094224755
IRS990/TotalLiabilitiesBOY094224755
IRS990/TotalLiabilities/EOY095861738
IRS990/TotalLiabilitiesEOY095861738
IRS990/TotalLiabNetAssetsFundBalances/BOY0101134333
IRS990/TotalLiabNetAssetsFundBalances/EOY0103486901
IRS990/TotalNbrEmployees054
IRS990/TotalNbrVolunteers012
IRS990/TotalNetAssetsFundBalances/BOY06909578
IRS990/TotalNetAssetsFundBalances/EOY07625163
IRS990/TotalOtherCompensation029912
IRS990/TotalOtherRevenue01981766
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue04958339
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg0374051
IRS990/TotalRevenueCurrentYear07202304
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear07082315
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome07163592
IRS990/TotalRevenue/TotalRevenueColumn07202304
IRS990/TotalRevenue/UnrelatedBusinessRevenue038712
IRS990/TransactionRelatedEntity00
IRS990/Travel/Total010811
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome01
IRS990/UponRequest0X
IRS990/WebSite0WWW.ACHIEVEFINANCIALCU.COM
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01952
ReturnHeader/BuildTS02016-02-24 21:20:13Z

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$103,486,901
Liabilities
$95,861,738
Net assets
$7,625,163
Revenue
-
Expenses
$6,567,058
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$182$170$12.2$11.4$11.2$0.29
2023Detailed filing. Detailed filing data is available for this year.$192$181$11.1$12.0$11.1$0.90
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$183$174$9.32$10.3$8.30$1.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$165$11.6$8.90$8.01$0.89
2020Detailed filing. Detailed filing data is available for this year.$163$151$11.7$7.84$8.00$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$120$11.7$8.64$8.03$0.62
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$119$10.8$8.63$8.00$0.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$119$10.3$7.78$7.19$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$126$116$9.70$7.16$6.86$0.30
2015Detailed filing. Detailed filing data is available for this year.$122$113$9.50$7.13$6.67$0.46
2014Detailed filing. Detailed filing data is available for this year.$113$104$9.04$7.01$6.55$0.47
2013Detailed filing. Detailed filing data is available for this year.$110$101$8.56$7.01$6.36$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$96.7$8.01$6.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$95.9$7.63$6.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$94.2$6.91$7.19