Civic Intelligence

State Chartered Credit Unions in Florida

990 • Fiscal year 2013 • EIN 59-0703071

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfileFWCCU.COM

View Organization Page

1225 Millennium Parkway33511

(813) 643-5572

Siviq Scores

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

Liabilities / Assets

86th percentile

0.92x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

68th percentile

20.69x

Higher debt load relative to revenue than 68% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$138,829

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Asset Growth

42nd percentile

1.3%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

26th percentile

-3.2%

Faster revenue growth than 26% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$82,520,092

Up $1,039,292 (+1.3%) from 2012

Net Assets

Down

$6,688,959

Down $996,362 (-13%) from 2012

Liabilities

Up

$75,831,133

Up $2,035,654 (+2.8%) from 2012

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin69th percentile

Revenue

Down

$3,665,871

Down $122,902 (-3.2%) from 2012

Expenses

Up

$3,185,456

Up $92,421 (+3.0%) from 2012

Net Income

Down

$480,415

Down $215,323 (-31%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150M$100M$50M$0Assets 2010: $75,358,965Liabilities 2010: $69,257,038Net Assets 2010: $6,101,9272010Assets 2011: $78,881,948Liabilities 2011: $72,244,401Net Assets 2011: $6,637,5472011Assets 2012: $81,480,800Liabilities 2012: $73,795,479Net Assets 2012: $7,685,3212012Assets 2013: $82,520,092Liabilities 2013: $75,831,133Net Assets 2013: $6,688,9592013Assets 2014: $84,010,473Liabilities 2014: $75,873,408Net Assets 2014: $8,137,0652014Assets 2015: $88,340,837Liabilities 2015: $79,727,301Net Assets 2015: $8,613,5362015Assets 2016: $90,234,127Liabilities 2016: $81,323,070Net Assets 2016: $8,911,0572016Assets 2017: $93,291,476Liabilities 2017: $83,897,918Net Assets 2017: $9,393,5582017Assets 2018: $92,201,701Liabilities 2018: $82,012,312Net Assets 2018: $10,189,3892018Assets 2019: $96,822,246Liabilities 2019: $85,153,202Net Assets 2019: $11,669,0442019Assets 2020: $114,435,733Liabilities 2020: $101,940,754Net Assets 2020: $12,494,9792020Assets 2021: $128,880,841Liabilities 2021: $116,511,094Net Assets 2021: $12,369,7472021Assets 2022: $126,812,335Liabilities 2022: $118,470,029Net Assets 2022: $8,342,3062022Assets 2023: $127,736,710Liabilities 2023: $117,281,544Net Assets 2023: $10,455,1662023Assets 2024: $132,175,767Liabilities 2024: $120,688,485Net Assets 2024: $11,487,2822024

Highlighted filing

2013

Assets$82,520,092
Liabilities$75,831,133
Net Assets$6,688,959
Open 2013 Filing

Operations Trend

Revenue Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $3,708,6612010Expenses 2011: $3,244,3132011Revenue 2012: $3,788,773Expenses 2012: $3,093,035Net Income 2012: $695,7382012Revenue 2013: $3,665,871Expenses 2013: $3,185,456Net Income 2013: $480,4152013Revenue 2014: $3,670,139Expenses 2014: $3,171,704Net Income 2014: $498,4352014Revenue 2015: $3,718,621Expenses 2015: $3,226,156Net Income 2015: $492,4652015Revenue 2016: $3,905,422Expenses 2016: $3,493,444Net Income 2016: $411,9782016Revenue 2017: $4,081,159Expenses 2017: $3,558,910Net Income 2017: $522,2492017Revenue 2018: $4,684,653Expenses 2018: $3,765,466Net Income 2018: $919,1872018Revenue 2019: $4,904,315Expenses 2019: $3,849,037Net Income 2019: $1,055,2782019Revenue 2020: $4,547,118Expenses 2020: $3,953,221Net Income 2020: $593,8972020Revenue 2021: $4,456,456Expenses 2021: $3,814,049Net Income 2021: $642,4072021Revenue 2022: $4,771,477Expenses 2022: $3,691,589Net Income 2022: $1,079,8882022Revenue 2023: $6,400,447Expenses 2023: $5,204,026Net Income 2023: $1,196,4212023Revenue 2024: $7,082,165Expenses 2024: $6,239,903Net Income 2024: $842,2622024

Highlighted filing

2013

Revenue$3,665,871
Expenses$3,185,456
Net Income$480,415
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.0
Gross Receipts
$3,665,871
Mission and Program Overview

Mission

A nonprofit cooperative to promote fiscal responsiblity among its members and to provide reasonable loan rates and competitive saving and investment rates

A nonprofit cooperative to promote fiscal responsibility among its members and to provide reasonable loan rates and competitive saving and investment rates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$40,251,714$40,743,410▲ $491,696
Other Notes and Loans Receivable, Net$31,709,166$33,774,720▲ $2,065,554
Rtn Earn Endowment Incm Other Fnds$7,685,321$6,688,959▼ $996,362
Savings and Temporary Cash Investments$5,711,721$4,041,534▼ $1,670,187
Land, Buildings, and Equipment, Net$1,273,392$1,227,260▼ $46,132
Cash and Non-Interest-Bearing Accounts$1,169,976$1,122,428▼ $47,548
Receivables From Officers Etc$272,801$298,351▲ $25,550
Prepaid Expenses and Deferred Charges$103,714$115,225▲ $11,511
Accounts Receivable$61,635$60,982▼ $653
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$81,480,800$82,520,092▲ $1,039,292
Other Assets Total$926,681$1,136,182▲ $209,501
Liabilities
Other Liabilities$72,884,573$74,871,836▲ $1,987,263
Accounts Payable and Accrued Expenses$910,906$959,297▲ $48,391
Total Liabilities$73,795,479$75,831,133▲ $2,035,654
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,685,321$6,688,959▼ $996,362
Total Liabilities and Net Assets / Fund Balance$81,480,800$82,520,092▲ $1,039,292

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,235,000--
Buildings$531,676$416,352$0
Other Land Buildings$14,212$46,650$0
Land$465,000-$0
Equipment$154,475$1,347,117$0
Leasehold Improvements$61,897$257,026$0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary Ott WoodPresidentFT$138,829$138,829
Nancy BlattnerExecutive Vice PresidentFT$95,624$95,624
Beth DrummondVP of MarketingFT$61,113$61,113
Vickie CuttingVP AccountingFT$60,568$60,568
Elizabeth ChavezVP LendingFT$60,409$60,409

Board Members and Trustees

NameTitle
Daniel PohtoChairman of the Board
J Eugene GrayVice Chairman of the Board
Bonnie WiseDirector
Donna LusczynskiDirector
Nancy MillanDirector
PAULA O'NEILDirector
Veda LandersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,649,034
Investment Income
$691,239
Other Revenue
$1,325,598
Change in Net Assets
$480,415

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,665,871
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,665,871
Total Revenue per Form 990
$3,665,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,486,808
Salaries, Compensation, and Employee Benefits$1,390,217
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$715,132$0$0$715,132
Office Expenses$449,941$0$0$449,941
Other Expenses$433,783$0$0$433,783
Current Officers, Directors, Trustees, and Key Employees$416,545$0$0$416,545
Benefits to Members$308,431--$308,431
Occupancy$228,045$0$0$228,045
Other Employee Benefits$214,334$0$0$214,334
All Other Expenses$153,700$0$0$153,700
Pension Plan Contributions$44,206$0$0$44,206
Travel$40,941$0$0$40,941
Conferences and Meetings$1,620$0$0$1,620
Total Functional Expenses$3,185,456$0$0$3,185,456

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,185,456
Total Expenses per Audited Statements$3,185,456
Total Expenses per Form 990$3,185,456
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$272,801$298,351▲ $25,550
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$74,871,836
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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

“Each member purchases a share in the Credit Union which includes ownership in the co operative and voting rights at the annual meeting”

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

“At the annual meeting held by the Credit Union, members utilizing their voting rights elect and re-elect the board of directors. There is a nomination process held prior to this where notices are posted to the membership.”

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

“Information is input by VP of Accounting and reviewed by EVP and President/CEO and then submitted.”

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

“Any direct of indirect conflict of interest between an employee and the Credit Union is prohibited. Florida West Coast Credit Union updates this policy annually and monitors it continuously.”

Form 990, Part VI, Section B, Line 15

“Compensation survey is completed by a third party vendor on a biannual basis.”

Form 990, Part VI, Section C, Line 19

“990 tax returns are available for review if requested. Addintional forms to include our charter , by laws and additional governing documents are also available upon request.”

Filing and Contact Details

Filer

EIN
59-0703071
Phone
8136435572

Signing Officer

Name
Mary Wood
Title
President/CEO
Phone
8136435572
Signed
2014-05-13

Organization Details

Principal Officer
Mary Ott Wood
Formed
1942
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
0
Employees
34
Volunteers
10
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Negative figure from previous gains/loss on afs securities”

Financial Statement Notes

Schedule D, Part X, Line 2

“MEMBER SHARES”

Raw XML AppendixShowing 400 of 772 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/Form990PartVIISectionAGrp/PersonNm10BETH DRUMMOND
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01942
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03665871
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0691239
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0691239
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt040251714
IRS990/InvestmentsProgramRelatedGrp/EOYAmt040743410
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02067145
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01273392
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01227260
IRS990/LandBldgEquipCostOrOtherBssAmt03294405
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0A NONPROFIT COOPERATIVE TO PROMOTE FISCAL RESPONSIBLITY AMONG ITS MEMBERS AND TO PROVIDE REASONABLE LOAN RATES AND COMPETITIVE SAVING AND INVESTMENT RATES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07685321
IRS990/NetAssetsOrFundBalancesEOYAmt06688959
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1055163
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt0228045
IRS990/OccupancyGrp/TotalAmt0228045
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0449941
IRS990/OfficeExpensesGrp/TotalAmt0449941
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0926681
IRS990/OtherAssetsTotalGrp/EOYAmt01136182
IRS990/OtherChangesInNetAssetsAmt0-421614
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0214334
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0214334
IRS990/OtherExpensesGrp/Desc0LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc1STATE FEDERAL OPERATING FEES
IRS990/OtherExpensesGrp/Desc2ASSOCIATION DUES
IRS990/OtherExpensesGrp/Desc3OUTSIDE PROFESSIONAL LN SERV
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0133151
IRS990/OtherExpensesGrp/ProgramServicesAmt122651
IRS990/OtherExpensesGrp/ProgramServicesAmt222976
IRS990/OtherExpensesGrp/ProgramServicesAmt3433783
IRS990/OtherExpensesGrp/TotalAmt0133151
IRS990/OtherExpensesGrp/TotalAmt122651
IRS990/OtherExpensesGrp/TotalAmt222976
IRS990/OtherExpensesGrp/TotalAmt3433783
IRS990/OtherLiabilitiesGrp/BOYAmt072884573
IRS990/OtherLiabilitiesGrp/EOYAmt074871836
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FEE INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01325598
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01325598
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt01325598
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt031709166
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt033774720
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt044206
IRS990/PensionPlanContributionsGrp/TotalAmt044206
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0103714
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0115225
IRS990/PrincipalOfficerNm0Mary Ott Wood
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01649034
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01649034
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0369091
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0697473
IRS990/PYOtherExpensesAmt01410728
IRS990/PYOtherRevenueAmt01348609
IRS990/PYProgramServiceRevenueAmt01742691
IRS990/PYRevenuesLessExpensesAmt0695738
IRS990/PYSalariesCompEmpBnftPaidAmt01313216
IRS990/PYTotalExpensesAmt03093035
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03788773
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0272801
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0298351
IRS990/ReconcilationRevenueExpnssAmt0480415
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt03665871
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,520,092
Liabilities
$75,831,133
Net assets
$6,688,959
Revenue
$3,665,871
Expenses
$3,185,456
Net income
$480,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$121$11.5$7.08$6.24$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$128$117$10.5$6.40$5.20$1.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$118$8.34$4.77$3.69$1.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$117$12.4$4.46$3.81$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$102$12.5$4.55$3.95$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.8$85.2$11.7$4.90$3.85$1.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.2$82.0$10.2$4.68$3.77$0.92
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.3$83.9$9.39$4.08$3.56$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.2$81.3$8.91$3.91$3.49$0.41
2015Detailed filing. Detailed filing data is available for this year.$88.3$79.7$8.61$3.72$3.23$0.49
2014Detailed filing. Detailed filing data is available for this year.$84.0$75.9$8.14$3.67$3.17$0.50
2013Detailed filing. Detailed filing data is available for this year.$82.5$75.8$6.69$3.67$3.19$0.48
2012Summary only. Only limited summary data is available for this year.$81.5$73.8$7.69$3.79$3.09$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.9$72.2$6.64$3.24
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.4$69.3$6.10$3.71
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)14 • $50M-$100M nonprofits