Civic Intelligence

Financial Plus Credit Union

990 • Fiscal year 2012 • EIN 42-0802188

Jan 01, 2012 to Dec 31, 2012 • Filed on May 01, 2013

Organization ProfileWWW.FINANCIALPLUSCU.COM

View Organization Page

1831 25th Street50266
Siviq Scores

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

Liabilities / Assets

75th percentile

0.91x

Higher debt load relative to assets than 75% of similar nonprofits.

2012 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

94th percentile

14%

Faster asset growth than 94% of similar nonprofits.

2012 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$108,262,353

Up $12,994,533 (+14%) from 2011

Net Assets

Up

$9,560,863

Up $762,099 (+8.7%) from 2011

Liabilities

Up

$98,701,490

Up $12,232,434 (+14%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,752,590

Up $160,862 (+4.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$300M$200M$100M$0Assets 2010: $83,966,702Liabilities 2010: $75,910,170Net Assets 2010: $8,056,5322010Assets 2011: $95,267,820Liabilities 2011: $86,469,056Net Assets 2011: $8,798,7642011Assets 2012: $108,262,353Liabilities 2012: $98,701,490Net Assets 2012: $9,560,8632012Assets 2013: $115,820,775Liabilities 2013: $105,417,049Net Assets 2013: $10,403,7262013Assets 2014: $161,567,380Liabilities 2014: $144,850,619Net Assets 2014: $16,716,7612014Assets 2015: $167,570,926Liabilities 2015: $149,959,102Net Assets 2015: $17,611,8242015Assets 2016: $167,338,536Liabilities 2016: $149,381,499Net Assets 2016: $17,957,0372016Assets 2017: $172,468,368Liabilities 2017: $153,279,102Net Assets 2017: $19,189,2662017Assets 2018: $171,128,956Liabilities 2018: $151,004,869Net Assets 2018: $20,124,0872018Assets 2019: $171,961,090Liabilities 2019: $150,735,266Net Assets 2019: $21,225,8242019Assets 2020: $196,535,004Liabilities 2020: $174,698,552Net Assets 2020: $21,836,4522020Assets 2021: $218,391,221Liabilities 2021: $196,109,497Net Assets 2021: $22,281,7242021Assets 2022: $215,268,890Liabilities 2022: $193,397,544Net Assets 2022: $21,871,3462022Assets 2023: $202,041,152Liabilities 2023: $176,150,779Net Assets 2023: $25,890,3732023Assets 2024: $218,308,609Liabilities 2024: $189,463,659Net Assets 2024: $28,844,9502024

Highlighted filing

2012

Assets$108,262,353
Liabilities$98,701,490
Net Assets$9,560,863
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Expenses 2010: $3,868,4502010Expenses 2011: $3,591,7282011Expenses 2012: $3,752,5902012Revenue 2013: $4,516,137Expenses 2013: $3,673,274Net Income 2013: $842,8632013Revenue 2014: $4,780,286Expenses 2014: $4,012,071Net Income 2014: $768,2152014Revenue 2015: $5,874,893Expenses 2015: $4,862,431Net Income 2015: $1,012,4622015Revenue 2016: $5,874,083Expenses 2016: $5,562,284Net Income 2016: $311,7992016Revenue 2017: $6,197,849Expenses 2017: $5,003,635Net Income 2017: $1,194,2142017Revenue 2018: $6,280,940Expenses 2018: $5,262,620Net Income 2018: $1,018,3202018Revenue 2019: $6,702,125Expenses 2019: $5,778,365Net Income 2019: $923,7602019Revenue 2020: $5,996,544Expenses 2020: $5,564,008Net Income 2020: $432,5362020Revenue 2021: $6,306,056Expenses 2021: $5,736,742Net Income 2021: $569,3142021Revenue 2022: $7,722,529Expenses 2022: $5,827,823Net Income 2022: $1,894,7062022Revenue 2023: $9,875,904Expenses 2023: $6,549,316Net Income 2023: $3,326,5882023Revenue 2024: $11,619,211Expenses 2024: $8,657,173Net Income 2024: $2,962,0382024

Highlighted filing

2012

Revenue-
Expenses$3,752,590
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 1, 2013
Return Version
2012v2.1
Gross Receipts
$4,149,162
Mission and Program Overview

Mission

State chartered credit union

Filing and Contact Details

Filer

EIN
42-0802188
Raw XML Appendix378 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/Explanation1THE CREDIT UNION PROVIDES FINANCIAL SERVICES TO ITS MEMBERS. ALL INCOME AND EXPENSES ARE DEEMED RELATED TO THE OVERALL OBJECTIVE OF MEMBER SERVICES.
IRS990ScheduleO/GeneralExplanation/Explanation2ALL DEPOSITORS ARE CONSIDERED MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE CREDIT UNION MEMBERS ELECT ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation4ANY PROPOSED MERGERS MUST BE APPROVED BY A MAJORITY OF THE MEMBERSHIP.
IRS990ScheduleO/GeneralExplanation/Explanation5NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation6THE SECURITY MATRIX ON THE DATA PROCESSING SYSTEM PROHIBITS EMPLOYEES AND DIRECTORS FROM INITIATING TRANSACTIONS ON ALL ACCOUNTS LISTED ON THEIR CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH IS UPDATED ANNUALLY.
IRS990ScheduleO/GeneralExplanation/Explanation7THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES A COMPARISON OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS, REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS CONDUCTED IN DECEMBER 2012.
IRS990ScheduleO/GeneralExplanation/Explanation8THE MONTHLY FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY AND ARE UPDATED ON A MONTHLY BASIS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation9PROVISION FOR LOAN LOSS 103,964 0 0 STATEMENT PROCESSING 64,776 0 0 DATA PROCESSING 50,344 0 0 OUTSIDE SERVICES 41,780 0 0 MISCELLANEOUS EXPENSE 33,035 0 0 SHARE DRAFT PROCESSING 31,084 0 0 LOSS AND FRAUD EXPENSE 30,667 0 0 CHECK ORDERING EXPENSE 27,320 0 0 DUES 19,308 0 0 EXAMINATION FEES 17,664 0 0
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IRS990ScheduleO/GeneralExplanation/Identifier5ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier6ENFORCEMENT OF CONFLICTS POLICY
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IRS990ScheduleO/GeneralExplanation/Identifier9OTHER EXPENSES
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ReturnHeader/Filer/USAddress/ZIPCode050266
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-01
ReturnHeader/Officer/Name0DAVE J CALE
ReturnHeader/Officer/Phone05152241222
ReturnHeader/Officer/Title0PRESIDENT/CEO
ReturnHeader/Preparer/DatePrepared02013-08-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PETERSEN & ASSOCIATES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101410 GOLD COAST RD 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PAPILLION
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0680465742
ReturnHeader/Preparer/Name0STEVEN O PETERSEN
ReturnHeader/Preparer/Phone04023332800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-28T15:30:52-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$108,262,353
Liabilities
$98,701,490
Net assets
$9,560,863
Revenue
-
Expenses
$3,752,590
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$218$189$28.8$11.6$8.66$2.96
2023Detailed filing. Detailed filing data is available for this year.$202$176$25.9$9.88$6.55$3.33
2022Detailed filing. Detailed filing data is available for this year.$215$193$21.9$7.72$5.83$1.89
2021Detailed filing. Detailed filing data is available for this year.$218$196$22.3$6.31$5.74$0.57
2020Detailed filing. Detailed filing data is available for this year.$197$175$21.8$6.00$5.56$0.43
2019Detailed filing. Detailed filing data is available for this year.$172$151$21.2$6.70$5.78$0.92
2018Detailed filing. Detailed filing data is available for this year.$171$151$20.1$6.28$5.26$1.02
2017Detailed filing. Detailed filing data is available for this year.$172$153$19.2$6.20$5.00$1.19
2016Detailed filing. Detailed filing data is available for this year.$167$149$18.0$5.87$5.56$0.31
2015Detailed filing. Detailed filing data is available for this year.$168$150$17.6$5.87$4.86$1.01
2014Detailed filing. Detailed filing data is available for this year.$162$145$16.7$4.78$4.01$0.77
2013Detailed filing. Detailed filing data is available for this year.$116$105$10.4$4.52$3.67$0.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$98.7$9.56$3.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.3$86.5$8.80$3.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.0$75.9$8.06$3.87