Civic Intelligence

Credit Unions Chartered in the State of Michigan Sovita Credit Union

990 • Fiscal year 2017 • EIN 38-0546210

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 19, 2018

Organization ProfileWWW.FASECU.ORG

View Organization Page

PO Box 320830Flint, MI 48532

(810) 720-8300

Siviq Scores

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

Liabilities / Assets

12th percentile

0.85x

Higher debt load relative to assets than 12% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

29.74x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Net Margin

92nd percentile

26%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

24th percentile

$304,580

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Asset Growth

22nd percentile

2.2%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

8.5%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$404,291,828

Up $8,874,583 (+2.2%) from 2016

Net Assets

Up

$59,241,474

Up $1,087,680 (+1.9%) from 2016

Liabilities

Up

$345,050,354

Up $7,786,903 (+2.3%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin92nd percentile

Revenue

Up

$11,604,160

Up $904,216 (+8.5%) from 2016

Expenses

Up

$8,594,277

Up $389,318 (+4.7%) from 2016

Net Income

Up

$3,009,883

Up $514,898 (+21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$600M$400M$200M$0Assets 2010: $321,212,450Liabilities 2010: $274,163,130Net Assets 2010: $47,049,3202010Assets 2011: $327,144,529Liabilities 2011: $278,439,134Net Assets 2011: $48,705,3952011Assets 2012: $336,528,478Liabilities 2012: $287,100,846Net Assets 2012: $49,427,6322012Assets 2013: $363,474,516Liabilities 2013: $311,992,608Net Assets 2013: $51,481,9082013Assets 2014: $368,730,886Liabilities 2014: $315,880,009Net Assets 2014: $52,850,8772014Assets 2015: $381,872,139Liabilities 2015: $326,052,415Net Assets 2015: $55,819,7242015Assets 2016: $395,417,245Liabilities 2016: $337,263,451Net Assets 2016: $58,153,7942016Assets 2017: $404,291,828Liabilities 2017: $345,050,354Net Assets 2017: $59,241,4742017Assets 2018: $409,248,405Liabilities 2018: $348,906,425Net Assets 2018: $60,341,9802018Assets 2019: $436,080,346Liabilities 2019: $367,777,270Net Assets 2019: $68,303,0762019Assets 2020: $504,085,579Liabilities 2020: $429,924,519Net Assets 2020: $74,161,0602020Assets 2021: $540,162,677Liabilities 2021: $469,298,097Net Assets 2021: $70,864,5802021Assets 2022: $520,943,774Liabilities 2022: $468,965,967Net Assets 2022: $51,977,8072022Assets 2023: $508,496,724Liabilities 2023: $444,865,823Net Assets 2023: $63,630,9012023Assets 2024: $529,376,259Liabilities 2024: $455,711,137Net Assets 2024: $73,665,1222024

Highlighted filing

2017

Assets$404,291,828
Liabilities$345,050,354
Net Assets$59,241,474
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

$30M$20M$10M$0Expenses 2010: $10,334,9112010Expenses 2011: $8,624,4802011Expenses 2012: $8,054,5202012Revenue 2013: $8,714,044Expenses 2013: $7,530,133Net Income 2013: $1,183,9112013Revenue 2014: $9,153,229Expenses 2014: $7,454,514Net Income 2014: $1,698,7152014Revenue 2015: $12,432,859Expenses 2015: $10,065,168Net Income 2015: $2,367,6912015Revenue 2016: $10,699,944Expenses 2016: $8,204,959Net Income 2016: $2,494,9852016Revenue 2017: $11,604,160Expenses 2017: $8,594,277Net Income 2017: $3,009,8832017Revenue 2018: $13,522,370Expenses 2018: $10,721,525Net Income 2018: $2,800,8452018Revenue 2019: $14,803,285Expenses 2019: $11,582,342Net Income 2019: $3,220,9432019Revenue 2020: $12,779,014Expenses 2020: $10,836,202Net Income 2020: $1,942,8122020Revenue 2021: $11,610,983Expenses 2021: $10,103,756Net Income 2021: $1,507,2272021Revenue 2022: $13,885,121Expenses 2022: $10,361,055Net Income 2022: $3,524,0662022Revenue 2023: $18,274,970Expenses 2023: $12,774,373Net Income 2023: $5,500,5972023Revenue 2024: $21,313,191Expenses 2024: $16,718,866Net Income 2024: $4,594,3252024

Highlighted filing

2017

Revenue$11,604,160
Expenses$8,594,277
Net Income$3,009,883
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 19, 2018
Return Version
2017v2.3
Gross Receipts
$11,604,160
Mission and Program Overview

Mission

To become the primary financial services provider for our members through our continual effort to exemplify courteous, reliable, comprehensive and prompt services that are competitive with the market and correspond to the needs of our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$261,460,643$260,576,736▼ $883,907
Other Notes and Loans Receivable, Net$85,208,602$97,043,969▲ $11,835,367
Rtn Earn Endowment Incm Other Fnds$58,153,794$59,241,474▲ $1,087,680
Investments Other Securities$16,496,180$18,790,669▲ $2,294,489
Savings and Temporary Cash Investments$20,153,281$15,911,437▼ $4,241,844
Land, Buildings, and Equipment, Net$4,862,616$4,656,107▼ $206,509
Cash and Non-Interest-Bearing Accounts$1,535,869$1,378,058▼ $157,811
Accounts Receivable$312,085$349,952▲ $37,867
Intangible Assets$277,553$237,902▼ $39,651
Prepaid Expenses and Deferred Charges$172,754$153,635▼ $19,119
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$395,417,245$404,291,828▲ $8,874,583
Other Assets Total$4,937,662$5,193,363▲ $255,701
Liabilities
Other Liabilities$334,535,860$342,363,418▲ $7,827,558
Accounts Payable and Accrued Expenses$2,727,591$2,686,936▼ $40,655
Total Liabilities$337,263,451$345,050,354▲ $7,786,903
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,153,794$59,241,474▲ $1,087,680
Total Liabilities and Net Assets / Fund Balance$395,417,245$404,291,828▲ $8,874,583

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,637,957$3,094,957$6,732,914
Equipment$80,343$1,535,878$1,616,221
Land$937,807-$937,807
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick J WhiteGEN'L MGR/CEO/BOARD MEMBERFT$189,124$115,456$304,580
Patrick J HagedornCOOFT$123,377$79,930$203,307
Bryanna TapleyVice President OperationsFT$144,450$28,808$173,258
David GreenVP of Retail ServicesFT$102,820$29,236$132,056

Board Members and Trustees

NameTitle
Patricia R GoochBoard President
Sam ParaschosBoard Vice-president
Joseph a EufingerBoard Member
Michael VanceBoard Member
Sidney J DecouBoard Secretary
John N ClothierBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Fiserv - GalaxyData Processing75 REMITTANCE DR STE 1649, Chicago, IL 60675$526,327
Visa USADebit & Credit Card ProcessingPO BOX 742233, Los Angeles, CA 90074$179,225
Fis Global (metavante)Atm & Debit Card ProcessingPO BOX 4535, Carol Stream, IL 60197$150,079
Madison AdvisorsInvestment Advisor550 SCIENCE DRIVE, Madison, WI 53711$146,658
Fis (certegy)Credit Card Processing11601 N ROOSEVELT BLVD, St Petersburg, FL 33716$145,132
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,604,184
Investment Income
$4,961,452
Other Revenue
$38,524
Change in Net Assets
$3,009,883

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,604,160
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,604,160
Total Revenue per Form 990
$11,604,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,637,910
Salaries, Compensation, and Employee Benefits$3,936,367
Grants and Similar Amounts Paid$20,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,296,046
Interest---$798,251
Office Expenses---$682,421
Current Officers, Directors, Trustees, and Key Employees---$681,145
Information Technology---$608,631
Other Employee Benefits---$473,740
Occupancy---$378,774
Advertising---$319,341
Pension Plan Contributions---$245,345
Payroll Taxes---$240,091
Depreciation Depletion---$218,360
Other Expenses---$177,983
All Other Expenses---$159,624
Insurance---$112,950
Fees for Service Investment Mgmnt Fees---$102,190
Fees for Services Other---$57,524
Fees for Services Accounting---$48,991
Travel---$23,497
Fees for Services Legal---$22,502
Grants to Domestic Orgs---$20,000
Payments to Affiliates---$15,807
Total Functional Expenses$0$0$0$8,594,277

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,594,277
Total Expenses per Audited Statements$8,594,277
Total Expenses per Form 990$8,594,277
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Education Foundation Flint Community SchoolsFlint, MI501(c)(3)Charitable Contribution$12,500
Leader Fund Lapeer Community SchoolsLapeer, MI501(c)(3)Charitable Contribution$7,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$123,637,531
Money Market$108,577,073
Share and Ira Certificates$55,290,854
Share Drafts$54,857,960
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

“All account holders are referred to as members.”

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

“When a board member's term is up, we have an election where our membership votes, to either re-elect a director or elect a new director.”

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

“Members of the credit union have the right to approve the governing body's election and removal of members of the governing body, as well as other matters that are subject to the approval of members of the credit union as they occur.”

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed by top management prior to filing.”

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

“Top officials and all employees are required to disclose any potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The credit union uses mcul and cuna compensation surveys to determine the compensation of officers and top management and is approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Credit Unions Chartered in the State of
EIN
38-0546210
Phone
8107208300
Address
PO BOX 320830, FLINT, MI 48532

Signing Officer

Name
Patrick White
Title
General Manager/CEO
Phone
8107208300
Signed
2018-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick White
Formed
1934
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
6
Employees
78
Volunteers
7

Preparer

Firm
Doeren Mayhew
Address
305 WEST BIG BEAVER ROAD, TROY, MI 48084
Preparer
Robin D Hoag CPA
Phone
2482443000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Miscellaneous expenses 94,310. Training/development/education 63,076. Loan servicing 2,238.”

FORM 990, PART XI, LINE 9:

“Net change in unrealized losses on pension plan obligations -632,647.”

FORM 990, PART XII, LINE 2C:

“We have a committee that assumes responsibility for the oversight of the audit of its financial statements and selection of an independent accountant. Our process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, by statute, from federal and state income taxes on income related to the exempt purpose of the credit union. The credit union is a state-chartered credit union described in internal revenue code ("irc") section 501(c)(14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities that are in furtherance of its exempt purposes. However, irc section 511 imposes a tax on the unrelated business income (as defined in section 512) derived by state-chartered credit unions. Many states have similar laws. The specific application of section 512 to the various activities conducted by state-chartered credit unions has been an issue for many years. In 2007, the internal revenue service ("irs") issued a series of technical advice memoranda ("tam") to a number of state-chartered credit unions located throughout the country. In these tams the irs ruled certain products and services to be subject to taxation as unrelated business income. In light of the tams, the credit union has assessed its activities and any potential federal or state income tax liability. In the opinion of management, any liability arising from federal or state taxation of activities deemed to be unrelated to its exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. The credit union's income tax filings are subject to audit by various taxing authorities and open tax periods are the three year period ended december 31, 2017.”

Raw XML AppendixShowing 400 of 531 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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IRS990/ActivityOrMissionDesc0TO BECOME THE PRIMARY FINANCIAL SERVICES PROVIDER FOR OUR MEMBERS THROUGH OUR CONTINUAL EFFORT TO EXEMPLIFY COURTEOUS, RELIABLE, COMPREHENSIVE AND PROMPT SERVICES THAT ARE COMPETITIVE WITH THE MARKET AND CORRESPOND TO THE NEEDS OF OUR MEMBERS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8200335
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9102820
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5GEN'L MGR/CEO/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP OF RETAIL SERVICES
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01934
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011604160
IRS990/GroupExemptionNum01359
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0608631
IRS990/InsuranceGrp/TotalAmt0112950
IRS990/IntangibleAssetsGrp/BOYAmt0277553
IRS990/IntangibleAssetsGrp/EOYAmt0237902
IRS990/InterestGrp/TotalAmt0798251
IRS990/InvestmentIncomeGrp/ExclusionAmt04961452
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04961452
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt016496180
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt018790669
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0261460643
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0260576736
IRS990/IRPDocumentCnt07114
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04630835
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04862616
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04656107
IRS990/LandBldgEquipCostOrOtherBssAmt09286942
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BECOME THE PRIMARY FINANCIAL SERVICES PROVIDER FOR OUR MEMBERS THROUGH OUR CONTINUAL EFFORT TO EXEMPLIFY COURTEOUS, RELIABLE, COMPREHENSIVE AND PROMPT SERVICES THAT ARE COMPETITIVE WITH THE MARKET AND CORRESPOND TO THE NEEDS OF OUR MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt058153794
IRS990/NetAssetsOrFundBalancesEOYAmt059241474
IRS990/NetUnrelatedBusTxblIncmAmt0-359
IRS990/NetUnrlzdGainsLossesInvstAmt0-1289556
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0378774
IRS990/OfficeExpensesGrp/TotalAmt0682421
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04937662
IRS990/OtherAssetsTotalGrp/EOYAmt05193363
IRS990/OtherChangesInNetAssetsAmt0-632647
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0473740
IRS990/OtherExpensesGrp/Desc0DEBIT/CREDIT EXPENSES
IRS990/OtherExpensesGrp/Desc1ATM EXPENSES
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt0472069
IRS990/OtherExpensesGrp/TotalAmt1260763
IRS990/OtherExpensesGrp/TotalAmt2178232
IRS990/OtherExpensesGrp/TotalAmt3177983
IRS990/OtherLiabilitiesGrp/BOYAmt0334535860
IRS990/OtherLiabilitiesGrp/EOYAmt0342363418
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0UNRELATED BUSINESS INCOME
IRS990/OtherRevenueMiscGrp/Desc1ATM INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026631
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111893
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt026631
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt111893
IRS990/OtherRevenueTotalAmt038524
IRS990/OtherSalariesAndWagesGrp/TotalAmt02296046
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt085208602
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt097043969
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt015807
IRS990/PayrollTaxesGrp/TotalAmt0240091
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0245345
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0172754
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0153635
IRS990/PrincipalOfficerNm0PATRICK WHITE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INCOME
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04101293
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12502891
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04101293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12502891
IRS990/ProgSrvcAccomActy2Grp/Desc0SHARE ACCOUNTS - $123,637,531.
IRS990/ProgSrvcAccomActy3Grp/Desc0CERTIFICATES OF DEPOSIT - $55,290,854.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04571175
IRS990/PYOtherExpensesAmt04306324
IRS990/PYOtherRevenueAmt048862
IRS990/PYProgramServiceRevenueAmt06079907
IRS990/PYRevenuesLessExpensesAmt02494985
IRS990/PYSalariesCompEmpBnftPaidAmt03898635
IRS990/PYTotalExpensesAmt08204959
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010699944
IRS990/ReconcilationRevenueExpnssAmt03009883
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt058153794
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059241474
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020153281
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015911437
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03637957
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03094957
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06732914
IRS990ScheduleD/EquipmentGrp/BookValueAmt080343
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01535878
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01616221
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08594277
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0937807
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0937807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054857960
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1123637531
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2108577073
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt355290854
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MONEY MARKET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SHARE AND IRA CERTIFICATES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt011604160
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT, BY STATUTE, FROM FEDERAL AND STATE INCOME TAXES ON INCOME RELATED TO THE EXEMPT PURPOSE OF THE CREDIT UNION. THE CREDIT UNION IS A STATE-CHARTERED CREDIT UNION DESCRIBED IN INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(14). AS SUCH, THE CREDIT UNION IS EXEMPT FROM FEDERAL TAXATION OF INCOME DERIVED FROM THE PERFORMANCE OF ACTIVITIES THAT ARE IN FURTHERANCE OF ITS EXEMPT PURPOSES. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON THE UNRELATED BUSINESS INCOME (AS DEFINED IN SECTION 512) DERIVED BY STATE-CHARTERED CREDIT UNIONS. MANY STATES HAVE SIMILAR LAWS. THE SPECIFIC APPLICATION OF SECTION 512 TO THE VARIOUS ACTIVITIES CONDUCTED BY STATE-CHARTERED CREDIT UNIONS HAS BEEN AN ISSUE FOR MANY YEARS. IN 2007, THE INTERNAL REVENUE SERVICE ("IRS") ISSUED A SERIES OF TECHNICAL ADVICE MEMORANDA ("TAM") TO A NUMBER OF STATE-CHARTERED CREDIT UNIONS LOCATED THROUGHOUT THE COUNTRY. IN THESE TAMS THE IRS RULED CERTAIN PRODUCTS AND SERVICES TO BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN LIGHT OF THE TAMS, THE CREDIT UNION HAS ASSESSED ITS ACTIVITIES AND ANY POTENTIAL FEDERAL OR STATE INCOME TAX LIABILITY. IN THE OPINION OF MANAGEMENT, ANY LIABILITY ARISING FROM FEDERAL OR STATE TAXATION OF ACTIVITIES DEEMED TO BE UNRELATED TO ITS EXEMPT PURPOSE IS NOT EXPECTED TO HAVE A MATERIAL EFFECT ON THE CREDIT UNION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. THE CREDIT UNION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES AND OPEN TAX PERIODS ARE THE THREE YEAR PERIOD ENDED DECEMBER 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04656107
IRS990ScheduleD/TotalExpensesPerForm990Amt08594277
IRS990ScheduleD/TotalLiabilityAmt0342363418
IRS990ScheduleD/TotalRevenuePerForm990Amt011604160
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011604160
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08594277
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE CONTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EDUCATION FOUNDATION FLINT COMMUNITY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LEADER FUND LAPEER COMMUNITY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0261289650
IRS990ScheduleI/RecipientTable/RecipientEIN1473543286
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 13443
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1250 E SECOND ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FLINT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LAPEER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048501
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd148446
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FLINT AREA SCHOOLS CREDIT UNION IS THE LEAD SPONSOR OF THE EDUCATION FOUNDATION FLINT COMMUNITY SCHOOLS. ADDITIONALLY, A CREDIT UNION EMPLOYEE SITS ON THE FOUNDATION'S COMMITTEE. EACH MONTH, PRINCIPALS OF FLINT COMMUNITY SCHOOLS NOMINATE A TEACHER FROM HIS/HER SCHOOL TO BE RECOGNIZED BY THE FOUNDATION FOR OUTSTANDING PERFORMANCE. THE WINNER IS AWARDED A GIFT CARD AT A CEREMONY PUT ON BY THE FOUNDATION. THEN, ONCE A YEAR, THE FOUNDATION HOLDS A DINNER/AWARDS CEREMONY TO RECOGNIZE THOSE AWARDED THROUGHOUT THE YEAR AND TO PRESENT AWARDS TO OTHER EDUCATORS AND ADMINISTRATORS. CREDIT UNION PERSONNEL ATTEND THIS EVENT AS WELL. THE LEADER FUND FINANCIALLY SUPPORTS ACADEMIC AND ATHLETIC ENDEAVORS WITHIN THE LAPEER COMMUNITY SCHOOLS IN ORDER TO ASSIST STUDENTS AND FACULTY IN THEIR PURSUIT OF EXCELLENCE IS A NON-PROFIT ORGANIZATION. THE CREDIT UNION RECEIVES HIGHLIGHTS REGARDING THE FOUNDATION'S USE OF FUNDS AND FREQUENTLY COMMUNICATES WITH THE FOUNDATION CHAIRMAN ON FOUNDATION ACTIVITIES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0189124
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1144450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2123377
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount01700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount11700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount2340
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt272663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt019715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt080134

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$404,291,828
Liabilities
$345,050,354
Net assets
$59,241,474
Revenue
$11,604,160
Expenses
$8,594,277
Net income
$3,009,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$529$456$73.7$21.3$16.7$4.59
2023Detailed filing. Detailed filing data is available for this year.$508$445$63.6$18.3$12.8$5.50
2022Detailed filing. Detailed filing data is available for this year.$521$469$52.0$13.9$10.4$3.52
2021Detailed filing. Detailed filing data is available for this year.$540$469$70.9$11.6$10.1$1.51
2020Detailed filing. Detailed filing data is available for this year.$504$430$74.2$12.8$10.8$1.94
2019Detailed filing. Detailed filing data is available for this year.$436$368$68.3$14.8$11.6$3.22
2018Summary only. Only limited summary data is available for this year.$409$349$60.3$13.5$10.7$2.80
2017Detailed filing. Detailed filing data is available for this year.$404$345$59.2$11.6$8.59$3.01
2016Detailed filing. Detailed filing data is available for this year.$395$337$58.2$10.7$8.20$2.49
2015Detailed filing. Detailed filing data is available for this year.$382$326$55.8$12.4$10.1$2.37
2014Detailed filing. Detailed filing data is available for this year.$369$316$52.9$9.15$7.45$1.70
2013Detailed filing. Detailed filing data is available for this year.$363$312$51.5$8.71$7.53$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$337$287$49.4$8.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$327$278$48.7$8.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$321$274$47.0$10.3
Peer Organizations

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