Civic Intelligence

We Florida Financial

990 • Fiscal year 2015 • EIN 59-0709646

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 21, 2016

Organization Profilewww.wefloridafinancial.com

View Organization Page

1982 North State Road 7Margate, FL 33063

(954) 522-2705

Siviq Scores

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

Liabilities / Assets

50th percentile

0.90x

Higher debt load relative to assets than 50% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

24th percentile

15.60x

Higher debt load relative to revenue than 24% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Net Margin

8th percentile

3.1%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

96th percentile

$917,943

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Asset Growth

97th percentile

25%

Faster asset growth than 97% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

12%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$515,966,171

Up $104,179,490 (+25%) from 2014

Net Assets

Up

$53,712,001

Up $5,744,146 (+12%) from 2014

Liabilities

Up

$462,254,170

Up $98,435,344 (+27%) from 2014

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin8th percentile

Revenue

Up

$29,639,446

Up $3,099,712 (+12%) from 2014

Expenses

Up

$28,721,053

Up $3,085,050 (+12%) from 2014

Net Income

Up

$918,393

Up $14,662 (+1.6%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$1.0B$500M$0Assets 2010: $274,346,877Liabilities 2010: $239,983,730Net Assets 2010: $34,363,1472010Assets 2011: $295,605,281Liabilities 2011: $258,516,173Net Assets 2011: $37,089,1082011Assets 2012: $341,134,059Liabilities 2012: $299,349,418Net Assets 2012: $41,784,6412012Assets 2013: $389,954,598Liabilities 2013: $342,889,574Net Assets 2013: $47,065,0242013Assets 2014: $411,786,681Liabilities 2014: $363,818,826Net Assets 2014: $47,967,8552014Assets 2015: $515,966,171Liabilities 2015: $462,254,170Net Assets 2015: $53,712,0012015Assets 2016: $525,499,780Liabilities 2016: $474,703,854Net Assets 2016: $50,795,9262016Assets 2017: $520,718,635Liabilities 2017: $469,034,170Net Assets 2017: $51,684,4652017Assets 2018: $507,670,479Liabilities 2018: $459,015,846Net Assets 2018: $48,654,6332018Assets 2019: $512,721,026Liabilities 2019: $460,850,433Net Assets 2019: $51,870,5932019Assets 2020: $591,317,781Liabilities 2020: $537,572,779Net Assets 2020: $53,745,0022020Assets 2021: $649,187,834Liabilities 2021: $593,233,645Net Assets 2021: $55,954,1892021Assets 2022: $752,616,950Liabilities 2022: $699,808,683Net Assets 2022: $52,808,2672022Assets 2023: $814,232,438Liabilities 2023: $763,949,830Net Assets 2023: $50,282,6082023Assets 2024: $744,150,701Liabilities 2024: $698,732,655Net Assets 2024: $45,418,0462024

Highlighted filing

2015

Assets$515,966,171
Liabilities$462,254,170
Net Assets$53,712,001
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $24,335,2302010Expenses 2011: $21,884,3262011Expenses 2012: $20,995,4792012Revenue 2013: $25,701,563Expenses 2013: $20,452,280Net Income 2013: $5,249,2832013Revenue 2014: $26,539,734Expenses 2014: $25,636,003Net Income 2014: $903,7312014Revenue 2015: $29,639,446Expenses 2015: $28,721,053Net Income 2015: $918,3932015Revenue 2016: $31,413,430Expenses 2016: $33,517,453Net Income 2016: -$2,104,0232016Revenue 2017: $31,970,832Expenses 2017: $30,704,749Net Income 2017: $1,266,0832017Revenue 2018: $31,791,693Expenses 2018: $35,103,818Net Income 2018: -$3,312,1252018Revenue 2019: $32,818,934Expenses 2019: $30,262,506Net Income 2019: $2,556,4282019Revenue 2020: $28,708,267Expenses 2020: $27,037,225Net Income 2020: $1,671,0422020Revenue 2021: $29,660,051Expenses 2021: $26,262,561Net Income 2021: $3,397,4902021Revenue 2022: $42,283,714Expenses 2022: $34,944,125Net Income 2022: $7,339,5892022Revenue 2023: $44,325,216Expenses 2023: $44,310,893Net Income 2023: $14,3232023Revenue 2024: $49,820,888Expenses 2024: $52,749,535Net Income 2024: -$2,928,6472024

Highlighted filing

2015

Revenue$29,639,446
Expenses$28,721,053
Net Income$918,393
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 21, 2016
Return Version
2015v2.1
Gross Receipts
$29,639,446
Mission and Program Overview

Mission

The credit union's mission is to promote thrift among its members and create a source of credit for them at reasonable rates of interest. The credit union serves members in dade and broward counties in florida. The total number of members is in excess of 40,000.

The credit union is a cooperative, non-profit association, organized under the laws of the state of florida, for the purpose of encouraging thrift among its members, creating sources of credit and credit related products at fair and reasonable rates and providing other opportunities for members to use and control their resources on a democratic basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$287,573,040$325,477,610▲ $37,904,570
Savings and Temporary Cash Investments$45,098,679$82,833,275▲ $37,734,596
Rtn Earn Endowment Incm Other Fnds$47,967,855$53,712,001▲ $5,744,146
Cash and Non-Interest-Bearing Accounts$41,336,603$46,332,722▲ $4,996,119
Land, Buildings, and Equipment, Net$9,715,599$16,548,725▲ $6,833,126
Investments in Publicly Traded Securities-$15,231,933-
Investments Other Securities$6,347,996$5,091,183▼ $1,256,813
Accounts Receivable$1,653,745$966,265▼ $687,480
Prepaid Expenses and Deferred Charges$444,102$805,621▲ $361,519
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$411,786,681$515,966,171▲ $104,179,490
Other Assets Total$19,616,917$22,678,837▲ $3,061,920
Liabilities
Other Liabilities$359,766,420$457,704,261▲ $97,937,841
Accounts Payable and Accrued Expenses$4,052,406$4,549,909▲ $497,503
Total Liabilities$363,818,826$462,254,170▲ $98,435,344
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,967,855$53,712,001▲ $5,744,146
Total Liabilities and Net Assets / Fund Balance$411,786,681$515,966,171▲ $104,179,490

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,536,244$5,233,196$12,769,440
Land$6,438,729-$6,438,729
Other Land Buildings$1,624,001$4,164,928$5,788,929
Leasehold Improvements$949,751$1,583,958$2,533,709
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lloyd GillPresident/CEOFT$250,826$667,117$917,943
Nancy Bourdon-meyerVP/chief Information OfficFT$155,577$118,610$274,187
Touch ReathVP/CFOFT$143,974$82,097$226,071
Jennifer BurnsVP/chief Marketing OfficerFT$129,508$56,208$185,716
Sandra SpenceVP Advertising & PublicFT$124,231$19,153$143,384
Tom GlickmanVP SalesFT$119,905$20,156$140,061
Stephen HamillDirector of AccountingFT$110,254$13,805$124,059
Janna SimonDirector of Consumer LoansFT$110,659$13,003$123,662
Jerome RyanDirector of It & SecurityFT$105,236$13,957$119,193

Board Members and Trustees

NameTitle
Damon AdamsChairman
Ingrid FilsVice-chairman
Henry PriorDirector
Mack MacvicarDirector
Marcia ObanDirector
Dorothy ClevelandSecretary
Mary Ann LarockTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Shutts & Bowen LLPAttorney200 SOUTH BISCAYNE BLVD STE 4100, Miami, FL 33131$212,900
Maple Street INCContract Review & NegotiationPO BOX 915505, Longwood, FL 32791$187,247
Martin & Bennis PaAttorney319 SE 14 STREET, Fort Lauderdale, FL 33316$104,931
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,784,813
Investment Income
$441,354
Other Revenue
$11,413,279
Change in Net Assets
$918,393

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,639,446
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$29,639,446
Total Revenue per Form 990
$29,639,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,795,651
Salaries, Compensation, and Employee Benefits$9,925,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,180,186
All Other Expenses---$2,625,033
Interest---$2,480,816
Office Expenses---$1,771,006
Current Officers, Directors, Trustees, and Key Employees---$1,603,917
Other Employee Benefits---$1,241,992
Occupancy---$908,264
Depreciation Depletion---$905,498
Information Technology---$831,621
Other Expenses---$772,921
Payroll Taxes---$566,247
Conferences and Meetings---$388,747
Fees for Services Legal---$361,284
Pension Plan Contributions---$333,060
Advertising---$260,880
Insurance---$168,220
Fees for Services Accounting---$56,405
Travel---$40,715
Total Functional Expenses$0$0$0$28,721,053

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,721,053
Total Expenses per Audited Statements$28,721,053
Total Expenses per Form 990$28,721,053
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$3,537
Total Exempt Function Spending$3,537

Section 527 Organizations

OrganizationLocationAmount
59-1889104Tallahassee, FL$3,537
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Deposit Accounts$457,704,238
savings dividends payable$23
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

“The credit union is owned by its members.”

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

“The members elect the board of directors. The board members serve three-year terms. There is no limit on the number of terms board members can be elected.”

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

“Members must vote on the dissolution of the credit union or the merger with another credit union.”

Form 990, Part VI, Section B, line 11

“The form 990 is prepared by external cpa's and reviewed by the vp/cfo prior to filing.”

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

“The credit union has a conflict of interest policy approved by the board and administered by the president. Employees, directors, and officers who receive anything of value must report it to the president, who then ensures the policy and banking rules are followed. The president maintains records of all actions. The supervisory committee reviews management actions related to all policy and legal compliance issues.”

Form 990, Part VI, Section B, line 15

“The credit union engages an independent third party that specializes in credit union compensation every 2 to 3 years. They do a compensation study of all levels and make a recommendation for range adjustments if necessary. The board of directors reviews and approves all range adjustments. All positions except the president receive an annual review and performance-based increase. The percentage increase range is the same for staff and officers. The president's compensation is reviewed annually by the board and adjusted as approved by the board within the approved range.”

Form 990, Part VI, Section C, line 19

“The credit union posts in its lobby each month a financial statement of condition. Audited financial statements are available at the annual membership meeting and upon request. All of the credit union's policies are available upon request along with its bylaws.”

Filing and Contact Details

Filer

Filer Name
We Florida Financial
EIN
59-0709646
Phone
9545222705
Address
1982 NORTH STATE ROAD 7, MARGATE, FL 33063

Signing Officer

Name
Touch Reath
Title
VP/CFO
Phone
9545222705
Signed
2016-09-21

Organization Details

Principal Officer
Lloyd Gill
Formed
1952
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
191
Volunteers
13

Preparer

Firm
Warren Averett LLC
Address
316 South Baylen Street Suite 300, Pensacola, FL 32502
Preparer
Harold S Hutto Jr CPA
Phone
8504357400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Fasb asc 860 interest only strip 62,000. Peoples credit union merged equity 4,781,944.”

FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING, LINE 2(C)

“The credit union has a supervisory committee who is responsible for the oversight of the audit and selection of the independent accountants.”

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 tax authorities. It also provides guidance for de-recognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of December 31, 2015, the Credit Union has 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. With few exceptions, the Credit Union is no longer subject to U.S. federal income tax examinations by tax authorities for calendar years before 2012.”

Raw XML AppendixShowing 400 of 589 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/ActivityOrMissionDesc0THE CREDIT UNION IS A COOPERATIVE, NON-PROFIT ASSOCIATION, ORGANIZED UNDER THE LAWS OF THE STATE OF FLORIDA, FOR THE PURPOSE OF ENCOURAGING THRIFT AMONG ITS MEMBERS, CREATING SOURCES OF CREDIT AND CREDIT RELATED PRODUCTS AT FAIR AND REASONABLE RATES AND PROVIDING OTHER OPPORTUNITIES FOR MEMBERS TO USE AND CONTROL THEIR RESOURCES ON A DEMOCRATIC BASIS.
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IRS990/Form990PartVIISectionAGrp/PersonNm10JENNIFER BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm11SANDRA SPENCE
IRS990/Form990PartVIISectionAGrp/PersonNm12TOM GLICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13JANNA SIMON
IRS990/Form990PartVIISectionAGrp/PersonNm14JEROME RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm15STEPHEN HAMILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7885571
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8198622
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9251343
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10169072
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11124231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12119905
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13110659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14105236
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15110254
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP/CHIEF INFORMATION OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP/CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP ADVERTISING & PUBLIC
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF CONSUMER LOANS
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF IT & SECURITY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF ACCOUNTING
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt029639446
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0831621
IRS990/InsuranceGrp/TotalAmt0168220
IRS990/InterestGrp/TotalAmt02480816
IRS990/InvestmentIncomeGrp/ExclusionAmt0441354
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0441354
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06347996
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05091183
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015231933
IRS990/IRPDocumentCnt013923
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010982082
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09715599
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016548725
IRS990/LandBldgEquipCostOrOtherBssAmt027530807
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt058181
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt058181
IRS990/MissionDesc0THE CREDIT UNION'S MISSION IS TO PROMOTE THRIFT AMONG ITS MEMBERS AND CREATE A SOURCE OF CREDIT FOR THEM AT REASONABLE RATES OF INTEREST. THE CREDIT UNION SERVES MEMBERS IN DADE AND BROWARD COUNTIES IN FLORIDA. THE TOTAL NUMBER OF MEMBERS IS IN EXCESS OF 40,000.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt047967855
IRS990/NetAssetsOrFundBalancesEOYAmt053712001
IRS990/NetUnrelatedBusTxblIncmAmt0-161814
IRS990/NetUnrlzdGainsLossesInvstAmt0-18191
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0908264
IRS990/OfficeExpensesGrp/TotalAmt01771006
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019616917
IRS990/OtherAssetsTotalGrp/EOYAmt022678837
IRS990/OtherChangesInNetAssetsAmt04843944
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01241992
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2DEBIT CARD EXPENSE
IRS990/OtherExpensesGrp/Desc3PROMOTIONS
IRS990/OtherExpensesGrp/TotalAmt04636079
IRS990/OtherExpensesGrp/TotalAmt11445135
IRS990/OtherExpensesGrp/TotalAmt21143027
IRS990/OtherExpensesGrp/TotalAmt3772921
IRS990/OtherLiabilitiesGrp/BOYAmt0359766420
IRS990/OtherLiabilitiesGrp/EOYAmt0457704261
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/BusinessCd2522100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1bargain purchase gain from merger
IRS990/OtherRevenueMiscGrp/Desc2NON-MEMBER ATM SURCHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010683056
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1532790
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010683056
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1532790
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2139252
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0139252
IRS990/OtherRevenueTotalAmt011413279
IRS990/OtherSalariesAndWagesGrp/TotalAmt06180186
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0287573040
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0325477610
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0566247
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0333060
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0444102
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0805621
IRS990/PrincipalOfficerNm0LLOYD GILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017784813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017784813
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION PROVIDES LOW COST LOANS THAT HELP MEMBERS IMPROVE THEIR LIVES. THE PRODUCTS INCLUDE SMALL UNSECURED LOANS UP TO MORTGAGE LOANS.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE CREDIT UNION PROVIDES MEMBERS ACCESS TO BOTH MANUAL CHECK AND CASH TRANSACTION SERVICES ALONG WITH ELECTRONIC TYPE SERVICES, SUCH AS FUNDS TRANSFERS, ACH, DEBIT, ATM, ETC.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0294531
IRS990/PYOtherExpensesAmt016952792
IRS990/PYOtherRevenueAmt09673280
IRS990/PYProgramServiceRevenueAmt016571923
IRS990/PYRevenuesLessExpensesAmt0903731
IRS990/PYSalariesCompEmpBnftPaidAmt08683211
IRS990/PYTotalExpensesAmt025636003
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026539734
IRS990/ReconcilationRevenueExpnssAmt0918393
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt047967855
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt053712001
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045098679
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082833275
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/InternalFundsContributedAmt03537
IRS990ScheduleC/PoliticalExpendituresAmt03537
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0591889104
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0LEAGUE OF SOUTHEASTERN CREDIT UNIONS POLITICAL ACTION COMMITTEE
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt03537
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt03773 COMMONWEALTH BLVD
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0TALLAHASSEE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd032303
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION DONATED FUNDS TO THE FLORIDA CREDIT UNION POLITICAL ACTION COMMITTEE - LEAGUE OF SOUTHEASTERN CREDIT UNIONS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt03537
IRS990ScheduleD/BuildingsGrp/BookValueAmt07536244
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05233196
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012769440
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt028721053
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt06438729
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt06438729
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0949751
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01583958
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02533709
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01624001
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04164928
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05788929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0457704238
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt123
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSIT ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1savings dividends payable
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt029639446
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 tax authorities. It also provides guidance for de-recognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of December 31, 2015, the Credit Union has 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. With few exceptions, the Credit Union is no longer subject to U.S. federal income tax examinations by tax authorities for calendar years before 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016548725
IRS990ScheduleD/TotalExpensesPerForm990Amt028721053
IRS990ScheduleD/TotalLiabilityAmt0457704261
IRS990ScheduleD/TotalRevenuePerForm990Amt029639446
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029639446
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028721053
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/FirstClassOrCharterTravelInd0X
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0250826
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1143974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2155577
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3129508
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0109639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount138669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount260034
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount328720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$515,966,171
Liabilities
$462,254,170
Net assets
$53,712,001
Revenue
$29,639,446
Expenses
$28,721,053
Net income
$918,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$744$699$45.4$49.8$52.7$2.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$814$764$50.3$44.3$44.3$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$753$700$52.8$42.3$34.9$7.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$649$593$56.0$29.7$26.3$3.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$591$538$53.7$28.7$27.0$1.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$513$461$51.9$32.8$30.3$2.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$508$459$48.7$31.8$35.1$3.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$521$469$51.7$32.0$30.7$1.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$525$475$50.8$31.4$33.5$2.10
2015Detailed filing. Detailed filing data is available for this year.$516$462$53.7$29.6$28.7$0.92
2014Detailed filing. Detailed filing data is available for this year.$412$364$48.0$26.5$25.6$0.90
2013Detailed filing. Detailed filing data is available for this year.$390$343$47.1$25.7$20.5$5.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$341$299$41.8$21.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$296$259$37.1$21.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$274$240$34.4$24.3
Peer Organizations

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