Civic Intelligence

Five Star Credit Union

990 • Fiscal year 2018 • EIN 58-0960142

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.FIVESTARCU.COM

View Organization Page

411 N Foster StreetDothan, AL 36302

(334) 793-7714

Siviq Scores

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

Liabilities / Assets

44th percentile

0.89x

Higher debt load relative to assets than 44% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

13.12x

Higher debt load relative to revenue than 14% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Net Margin

87th percentile

24%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

68th percentile

$482,518

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Asset Growth

94th percentile

13%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

8.7%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$434,524,436

Up $51,037,923 (+13%) from 2017

Net Assets

Up

$49,935,737

Up $6,797,209 (+16%) from 2017

Liabilities

Up

$384,588,699

Up $44,240,714 (+13%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin87th percentile

Revenue

Up

$29,317,856

Up $2,348,534 (+8.7%) from 2017

Expenses

Up

$22,310,986

Up $1,280,109 (+6.1%) from 2017

Net Income

Up

$7,006,870

Up $1,068,425 (+18%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$1.5B$1.0B$500M$0Assets 2010: $173,707,519Liabilities 2010: $157,920,754Net Assets 2010: $15,786,7652010Assets 2011: $183,531,146Liabilities 2011: $164,454,967Net Assets 2011: $19,076,1792011Assets 2012: $251,608,110Liabilities 2012: $230,020,627Net Assets 2012: $21,587,4832012Assets 2013: $253,484,056Liabilities 2013: $229,789,049Net Assets 2013: $23,695,0072013Assets 2014: $317,649,991Liabilities 2014: $289,366,703Net Assets 2014: $28,283,2882014Assets 2015: $365,830,803Liabilities 2015: $333,480,999Net Assets 2015: $32,349,8042015Assets 2016: $384,613,764Liabilities 2016: $347,462,781Net Assets 2016: $37,150,9832016Assets 2017: $383,486,513Liabilities 2017: $340,347,985Net Assets 2017: $43,138,5282017Assets 2018: $434,524,436Liabilities 2018: $384,588,699Net Assets 2018: $49,935,7372018Assets 2019: $463,275,656Liabilities 2019: $402,847,992Net Assets 2019: $60,427,6642019Assets 2020: $557,122,826Liabilities 2020: $488,148,478Net Assets 2020: $68,974,3482020Assets 2021: $661,046,497Liabilities 2021: $585,967,942Net Assets 2021: $75,078,5552021Assets 2022: $748,664,965Liabilities 2022: $684,977,348Net Assets 2022: $63,687,6172022Assets 2023: $798,518,963Liabilities 2023: $722,999,493Net Assets 2023: $75,519,4702023Assets 2024: $1,190,716,101Liabilities 2024: $1,109,799,629Net Assets 2024: $80,916,4722024

Highlighted filing

2018

Assets$434,524,436
Liabilities$384,588,699
Net Assets$49,935,737
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

$100M$50M$0Expenses 2010: $12,778,5502010Expenses 2011: $9,647,7112011Revenue 2012: $14,646,092Expenses 2012: $12,557,226Net Income 2012: $2,088,8662012Revenue 2013: $15,855,647Expenses 2013: $12,839,068Net Income 2013: $3,016,5792013Revenue 2014: $18,354,418Expenses 2014: $14,445,868Net Income 2014: $3,908,5502014Revenue 2015: $22,908,737Expenses 2015: $18,653,858Net Income 2015: $4,254,8792015Revenue 2016: $24,945,492Expenses 2016: $19,513,071Net Income 2016: $5,432,4212016Revenue 2017: $26,969,322Expenses 2017: $21,030,877Net Income 2017: $5,938,4452017Revenue 2018: $29,317,856Expenses 2018: $22,310,986Net Income 2018: $7,006,8702018Revenue 2019: $33,606,623Expenses 2019: $25,039,310Net Income 2019: $8,567,3132019Revenue 2020: $33,601,064Expenses 2020: $26,653,983Net Income 2020: $6,947,0812020Revenue 2021: $37,991,386Expenses 2021: $27,776,849Net Income 2021: $10,214,5372021Revenue 2022: $44,908,248Expenses 2022: $32,751,215Net Income 2022: $12,157,0332022Revenue 2023: $54,121,623Expenses 2023: $41,912,042Net Income 2023: $12,209,5812023Revenue 2024: $80,102,561Expenses 2024: $74,846,606Net Income 2024: $5,255,9552024

Highlighted filing

2018

Revenue$29,317,856
Expenses$22,310,986
Net Income$7,006,870
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$29,317,857
Mission and Program Overview

Mission

The credit union is a cooperative association which was organized to promote thrift among its members as well as to provide them with a source of credit. Five star serves members in counties in the southeast region of alabama and georgia. The total number of members served is in excess of 35,000.

The credit union provides financial products and services to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$241,810,133$254,009,119▲ $12,198,986
Investments in Publicly Traded Securities$51,904,307$82,175,504▲ $30,271,197
Rtn Earn Endowment Incm Other Fnds$43,138,528$49,935,737▲ $6,797,209
Savings and Temporary Cash Investments$32,719,498$37,244,214▲ $4,524,716
Land, Buildings, and Equipment, Net$12,165,456$15,133,995▲ $2,968,539
Receivables From Officers Etc$9,677,248$9,967,564▲ $290,316
Cash and Non-Interest-Bearing Accounts$6,223,752$7,839,689▲ $1,615,937
Accounts Receivable$3,375,805$2,778,306▼ $597,499
Investments Other Securities$2,827,936$2,576,060▼ $251,876
Prepaid Expenses and Deferred Charges$839,540$669,619▼ $169,921
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$383,486,513$434,524,436▲ $51,037,923
Other Assets Total$21,942,838$22,130,366▲ $187,528
Liabilities
Other Liabilities$334,167,705$379,443,107▲ $45,275,402
Accounts Payable and Accrued Expenses$6,124,030$5,114,342▼ $1,009,688
Deferred Revenue$56,250$31,250▼ $25,000
Total Liabilities$340,347,985$384,588,699▲ $44,240,714
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,138,528$49,935,737▲ $6,797,209
Total Liabilities and Net Assets / Fund Balance$383,486,513$434,524,436▲ $51,037,923

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,631,807$4,272,472$13,904,279
Equipment$1,647,864$4,224,773$5,872,637
Land$3,538,439-$3,538,439
Other Land Buildings$178,384$331,469$509,853
Leasehold Improvements$137,501$59,870$197,371
Other Assets Org$53,800--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert a SteensmaPresident/CEOFT$352,330$130,188$482,518
Tyler BeckSVP/COOFT$168,167$53,197$221,364
Dale WatkinsVP/CIOFT$138,200$45,720$183,920
Mike Mcdonald SrSVP/CLOFT$130,827$31,098$161,925
Randy DavisVP Business LendingFT$110,387$50,487$160,874
Deborah McraeVP Risk ManagementFT$116,953$39,039$155,992
Candice WhiteMortgage Loan OriginatorFT$129,051$17,762$146,813
Mike BridgesVP-marketing/communicationFT$128,213$17,439$145,652
Michael LangfordVP Business ServicesFT$126,661$17,939$144,600

Board Members and Trustees

NameTitle
Wallace JohnsonChairman
Odis BuxtonVice-chairman
Cory DriggersDirector
Harold SteplerDirector
Pamela ScottDirector
Gary ManzSecretary
Janice GreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,514,460
Investment Income
$2,698,218
Other Revenue
$12,105,178
Change in Net Assets
$7,006,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,822,809
Salaries, Compensation, and Employee Benefits$8,488,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$5,441,323
Interest---$2,826,642
Other Employee Benefits---$1,229,884
Current Officers, Directors, Trustees, and Key Employees---$1,049,727
Office Expenses---$1,032,572
Depreciation Depletion---$1,019,766
All Other Expenses---$767,114
Advertising---$651,049
Fees for Services Other---$563,555
Occupancy---$556,144
Information Technology---$542,643
Payroll Taxes---$478,448
Pension Plan Contributions---$288,795
Other Expenses---$283,084
Travel---$254,576
Insurance---$158,320
Conferences and Meetings---$100,212
Fees for Services Legal---$60,430
Fees for Services Accounting---$56,032
Total Functional Expenses$0$0$0$22,310,986
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$20,000
Total Exempt Function Spending$20,000

Section 527 Organizations

OrganizationLocationAmount
52-1681138Birmingham, AL$20,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$9,677,248$9,967,564▲ $290,316
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share Deposits$379,443,107
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union is owned by its members.”

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

“Board members are elected by a vote of the general membership. Board members are elected for a three-year term. The term expirations alternate so that only two or three board members are up for reelection each year. The membership is notified of the election through notices in the branches and through mailed ballots. An independent teller service is hired to tabulate the results.”

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

“The 990 is reviewed by the coo and ceo prior to filing.”

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

“Compliance with the conflict of interest policy is monitored by the human resources manager.”

Form 990, Part VI, Section B, Line 15

“The board reviews and approves the ceo's compensation. Other management and key employees are graded using the compease salary administration plan matrix. The salary matrix for employees is reviewed each november based on current trends. The matrix is effective for the following calendar year. An employee's appraisal score correlates with the matrix to determine the increase. If there are any requests outside the matrix, the ceo must approve the request.”

Form 990, Part VI, Section C, Line 19

“The credit union's financial statements are posted in each of the branches monthly for members to review. Governing documents and policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Five Star Credit Union
EIN
58-0960142
Phone
3347937714
Address
411 N FOSTER STREET, DOTHAN, AL 36302

Signing Officer

Name
Robert a Steensma
Title
President/CEO
Phone
3347937714
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert a Steensma
Formed
1964
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
7
Employees
135
Volunteers
10

Preparer

Firm
Warren Averett LLC
Address
316 SOUTH BAYLEN ST SUITE 300, PENSACOLA, FL 32502
Preparer
Claire C Duren CPA
Phone
8504357400
Supplemental Narrative

Additional Explanations

Part XII, Financial Statements and Reporting, Line 2B

“The credit union receives an annual financial statement audit performed by independent accountants. However, the audit period is from april 1st to march 31st. The most recent audited financials as of 12/31/18 were for the year ended 3/31/19.”

Part XII, Financial Statements and Reporting, Line 2C

“The credit union did not change its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“Effective january 1, 2009, the credit union implemented the new accounting requirements associated with uncertainty in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. As of march 31, 2019, the credit union had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Additionally, the credit union had no interest and penalties related to income taxes.”

Raw XML AppendixShowing 400 of 600 raw XML fields

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8SVP/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP/CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP/CLO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP BUSINESS LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14MORTGAGE LOAN ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP-MARKETING/COMMUNICATION
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt04199
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04200
IRS990/GrossReceiptsAmt029317857
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0542643
IRS990/InsuranceGrp/TotalAmt0158320
IRS990/InterestGrp/TotalAmt02826642
IRS990/InvestmentIncomeGrp/ExclusionAmt02694019
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02694019
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02827936
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02576060
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051904307
IRS990/InvestmentsPubTradedSecGrp/EOYAmt082175504
IRS990/IRPDocumentCnt010120
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08888584
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012165456
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015133995
IRS990/LandBldgEquipCostOrOtherBssAmt024022579
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0-281441
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-281441
IRS990/MissionDesc0THE CREDIT UNION IS A COOPERATIVE ASSOCIATION WHICH WAS ORGANIZED TO PROMOTE THRIFT AMONG ITS MEMBERS AS WELL AS TO PROVIDE THEM WITH A SOURCE OF CREDIT. FIVE STAR SERVES MEMBERS IN COUNTIES IN THE SOUTHEAST REGION OF ALABAMA AND GEORGIA. THE TOTAL NUMBER OF MEMBERS SERVED IS IN EXCESS OF 42,000.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt043138528
IRS990/NetAssetsOrFundBalancesEOYAmt049935737
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04199
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04199
IRS990/NetUnrelatedBusTxblIncmAmt0-8192
IRS990/NetUnrlzdGainsLossesInvstAmt0-209661
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0556144
IRS990/OfficeExpensesGrp/TotalAmt01032572
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021942838
IRS990/OtherAssetsTotalGrp/EOYAmt022130366
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01229884
IRS990/OtherExpensesGrp/Desc0ATM AND DEBIT CARD EXPE
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc3MEMBER STATEMENT EXPENS
IRS990/OtherExpensesGrp/TotalAmt02063437
IRS990/OtherExpensesGrp/TotalAmt11817780
IRS990/OtherExpensesGrp/TotalAmt21069453
IRS990/OtherExpensesGrp/TotalAmt3283084
IRS990/OtherLiabilitiesGrp/BOYAmt0334167705
IRS990/OtherLiabilitiesGrp/EOYAmt0379443107
IRS990/OtherOrganizationDsc0STATE CHARTERED CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/BusinessCd2522100
IRS990/OtherRevenueMiscGrp/Desc0FEES AND SERVICE CHARGES
IRS990/OtherRevenueMiscGrp/Desc1ATM FOREIGN FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc2OTHER NON-OPERATING REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012183848
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt140456
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012183848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1162315
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt240456
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0162315
IRS990/OtherRevenueTotalAmt012105178
IRS990/OtherSalariesAndWagesGrp/TotalAmt05441323
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0241810133
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0254009119
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0478448
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0288795
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0839540
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0669619
IRS990/PrincipalOfficerNm0ROBERT A STEENSMA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014514460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014514460
IRS990/ProgSrvcAccomActy2Grp/Desc0TO MEET THE FINANCIAL NEEDS OF OUR MEMBERS, FIVE STAR PROVIDES A SOURCE OF CREDIT BY OFFERING A VARIETY OF CONSUMER AND MORTGAGE LENDING PRODUCTS AT REASONABLE RATES OF INTEREST.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02193984
IRS990/PYOtherExpensesAmt012751215
IRS990/PYOtherRevenueAmt010591676
IRS990/PYProgramServiceRevenueAmt014183662
IRS990/PYRevenuesLessExpensesAmt05938445
IRS990/PYSalariesCompEmpBnftPaidAmt08279662
IRS990/PYTotalExpensesAmt021030877
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026969322
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt09677248
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt09967564
IRS990/ReconcilationRevenueExpnssAmt07006870
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt043138528
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049935737
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032719498
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037244214
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/InternalFundsContributedAmt020000
IRS990ScheduleC/PoliticalExpendituresAmt020000
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0521681138
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0STATE ACULAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt020000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt022 INVERNESS PARKWAY STE 200
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd035242
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0ACULAC IS THE POLITICAL ACTION COMMITTEE FOR THE LEAGUE OF SOUTHEASTERN CREDIT UNIONS, OUR STATE TRADE ASSOCIATION. FUNDS ARE USED TO SUPPORT POLITICAL CANDIDATES AND PARTIES AT THE STATE LEVEL. AMONG THOSE ELIGIBLE TO RECEIVE SUPPORT FROM ACULAC ARE CANDIDATES FOR THE ALABAMA HOUSE OF REPRESENTATIVES, ALABAMA SENATE, GOVERNOR, LT. GOVERNOR, ATTORNEY GENERAL, SECRETARY OF STATE, STATE TREASURER, STATE PARTY COMMITTEES, LEADERSHIP PACS (WHERE APPLICABLE) AND LOCAL RACES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt020000
IRS990ScheduleD/BuildingsGrp/BookValueAmt09631807
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04272472
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013904279
IRS990ScheduleD/EquipmentGrp/BookValueAmt01647864
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04224773
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05872637
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03538439
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03538439
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0137501
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt059870
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0197371
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01364645
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13550703
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2977913
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3742654
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt412000000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt510000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt63430651
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt753800
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NCUSIF DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER REAL ESTATE OWNED
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4NEW YORK LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5REPOSSESSED ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6GOODWILL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc7HEALTH CARE SF TRUST ACCOUNT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0178384
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0331469
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0509853
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0379443107
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JANUARY 1, 2009, THE CREDIT UNION IMPLEMENTED THE NEW ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. AS OF MARCH 31, 2019, THE CREDIT UNION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, THE CREDIT UNION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015133995
IRS990ScheduleD/TotalBookValueOtherAssetsAmt022130366
IRS990ScheduleD/TotalLiabilityAmt0379443107
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0352330
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1168167
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2138200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3130827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4110387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5116953
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount093207
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount128030
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount222931
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount313411
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount438784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount522894
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$434,524,436
Liabilities
$384,588,699
Net assets
$49,935,737
Revenue
$29,317,856
Expenses
$22,310,986
Net income
$7,006,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,191$1,110$80.9$80.1$74.8$5.26
2023Summary only. Only limited summary data is available for this year.$799$723$75.5$54.1$41.9$12.2
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$749$685$63.7$44.9$32.8$12.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$661$586$75.1$38.0$27.8$10.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$557$488$69.0$33.6$26.7$6.95
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$463$403$60.4$33.6$25.0$8.57
2018Detailed filing. Detailed filing data is available for this year.$435$385$49.9$29.3$22.3$7.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$383$340$43.1$27.0$21.0$5.94
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$385$347$37.2$24.9$19.5$5.43
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$366$333$32.3$22.9$18.7$4.25
2014Detailed filing. Detailed filing data is available for this year.$318$289$28.3$18.4$14.4$3.91
2013Detailed filing. Detailed filing data is available for this year.$253$230$23.7$15.9$12.8$3.02
2012Summary only. Only limited summary data is available for this year.$252$230$21.6$14.6$12.6$2.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$184$164$19.1$9.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$174$158$15.8$12.8
Peer Organizations

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