Civic Intelligence

We Florida Financial

990 • Fiscal year 2018 • EIN 59-0709646

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

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

72nd percentile

0.90x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

25th percentile

14.44x

Higher debt load relative to revenue than 25% of similar nonprofits.

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

Net Margin

1st percentile

-10%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$876,280

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

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

Asset Growth

5th percentile

-2.5%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

4th percentile

-0.6%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$507,670,479

Down $13,048,156 (-2.5%) from 2017

Net Assets

Down

$48,654,633

Down $3,029,832 (-5.9%) from 2017

Liabilities

Down

$459,015,846

Down $10,018,324 (-2.1%) from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$31,791,693

Down $179,139 (-0.6%) from 2017

Expenses

Up

$35,103,818

Up $4,399,069 (+14%) from 2017

Net Income

Down

-$3,312,125

Down $4,578,208 (-362%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2018

Assets$507,670,479
Liabilities$459,015,846
Net Assets$48,654,633
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$31,791,693
Expenses$35,103,818
Net Income-$3,312,125
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$31,791,693
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$358,820,421$375,273,893▲ $16,453,472
Investments in Publicly Traded Securities$70,576,457$70,699,087▲ $122,630
Rtn Earn Endowment Incm Other Fnds$51,684,465$48,654,633▼ $3,029,832
Land, Buildings, and Equipment, Net$15,835,953$16,726,355▲ $890,402
Cash and Non-Interest-Bearing Accounts$35,874,800$8,316,271▼ $27,558,529
Savings and Temporary Cash Investments$139,085$6,147,433▲ $6,008,348
Receivables From Officers Etc$5,800,000$5,813,910▲ $13,910
Investments Other Securities$11,273,447$2,660,966▼ $8,612,481
Accounts Receivable$1,447,862$1,428,001▼ $19,861
Prepaid Expenses and Deferred Charges$741,582$1,033,527▲ $291,945
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$520,718,635$507,670,479▼ $13,048,156
Other Assets Total$20,209,028$19,571,036▼ $637,992
Liabilities
Other Liabilities$465,223,678$456,026,038▼ $9,197,640
Accounts Payable and Accrued Expenses$3,810,492$2,989,808▼ $820,684
Total Liabilities$469,034,170$459,015,846▼ $10,018,324
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,684,465$48,654,633▼ $3,029,832
Total Liabilities and Net Assets / Fund Balance$520,718,635$507,670,479▼ $13,048,156

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,115,413$5,693,438$12,808,851
Other Land Buildings$2,491,931$4,640,826$7,132,757
Land$6,768,524-$6,768,524
Leasehold Improvements$350,487$2,193,814$2,544,301
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lloyd GillPresident/CEOFT$311,331$564,949$876,280
Nancy Bourdon-meyerEvp/chief Operations OfficerFT$180,559$53,800$234,359
Stephen SpoonerSVP CFOFT$168,869$49,071$217,940
Janna SimonVP of Consumer LoansFT$112,254$50,453$162,707
Tom GlickmanVP Sales & Business DevelopmentPT$108,882$52,182$161,064
Christy AdamsVP Human ResourcesFT$114,958$40,126$155,084
Jerome RyanVP of It & SecurityFT$125,502$15,189$140,691
Sandra SpenceVP Advertising & PublicFT$110,178$13,647$123,825
Jennifer BurnsDirector of Org. Planning & StrategyFT$105,559$17,943$123,502

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$280,165
Corelogic Valuation SolutionsAppraisal ServicesPO BOX 202863, Dallas, TX 75320$225,313
Martin & Bennis PaAttorney319 SE 14 STREET, Fort Lauderdale, FL 33316$134,291
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,300,316
Investment Income
$1,464,218
Other Revenue
$12,027,159
Change in Net Assets
$-3,312,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,791,693
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$31,791,693
Total Revenue per Form 990
$31,791,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,497,071
Salaries, Compensation, and Employee Benefits$10,606,747
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,825,398
All Other Expenses---$3,736,297
Office Expenses---$1,863,876
Interest---$1,799,334
Current Officers, Directors, Trustees, and Key Employees---$1,452,083
Depreciation Depletion---$1,451,638
Other Employee Benefits---$1,255,346
Information Technology---$1,085,575
Occupancy---$1,029,431
Other Expenses---$715,056
Payroll Taxes---$635,731
Fees for Services Legal---$446,158
Pension Plan Contributions---$438,189
Conferences and Meetings---$394,039
Insurance---$203,276
Advertising---$160,941
Fees for Services Accounting---$63,075
Travel---$43,772
Total Functional Expenses$0$0$0$35,103,818

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,103,818
Total Expenses per Audited Statements$35,103,818
Total Expenses per Form 990$35,103,818
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$3,591
Total Exempt Function Spending$3,591

Section 527 Organizations

OrganizationLocationAmount
59-1889104Tallahassee, FL$3,591
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$5,800,000$5,813,910▲ $13,910
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Deposit Accounts$443,026,038
Borrowed Funds$13,000,000
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 11B

“The form 990 is prepared by external cpa's and reviewed by the svp/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/ceo. Employees, directors, and officers who receive anything of value must report it to the president/ceo, who then ensures the policy and banking rules are followed. The president/ceo 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/ceo receive an annual review and performance-based increase. The percentage increase range is the same for staff and officers. The president/ceo'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
Stephen Spooner
Title
SVP/CFO
Phone
9545222705
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Gill
Formed
1952
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
194
Volunteers
13

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

Form 990, Part IX, Line 24E

“Misc operating expense 546,864. Other outside expense 525,399. Promotions 469,329. Credit card expense 426,655. Home banking expense 333,314. Collection expense 284,754. Statement expense 269,006. Atm processing expense 192,805. Bill pay expense 165,960. Provision for fraud loss 122,406. State exam fee 106,704. Dues and subscriptions 90,719. Loss on repos 59,135. Employee meals 55,921. Share draft expense 49,638. Armored car expense 35,419. Employee education reimb 2,253. Board education 1,100. Cash over and short -1,084.”

FORM 990, PART XI, LINE 9:

“Fasb asc 860 interest only strip -18,636.”

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, 2018, 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 2015.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1320894
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1415189
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1520497
IRS990/Form990PartVIISectionAGrp/PersonNm0DAMON ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1DOROTHY CLEVELAND
IRS990/Form990PartVIISectionAGrp/PersonNm2INGRID FILS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARCIA OBAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY ANN LAROCK
IRS990/Form990PartVIISectionAGrp/PersonNm5MACK MACVICAR
IRS990/Form990PartVIISectionAGrp/PersonNm6HENRY PRIOR
IRS990/Form990PartVIISectionAGrp/PersonNm7LLOYD GILL
IRS990/Form990PartVIISectionAGrp/PersonNm8NANCY BOURDON-MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm9JENNIFER BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHEN SPOONER
IRS990/Form990PartVIISectionAGrp/PersonNm11SANDRA SPENCE
IRS990/Form990PartVIISectionAGrp/PersonNm12TOM GLICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13JANNA SIMON
IRS990/Form990PartVIISectionAGrp/PersonNm14JEROME RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTY ADAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7838182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8210101
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9105559
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10190083
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11110178
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12140452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13141813
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14125502
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15134587
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
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/TitleTxt8EVP/CHIEF OPERATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF ORG. PLANNING & STRATEGY
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP ADVERTISING & PUBLIC
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP SALES & BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF CONSUMER LOANS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF IT & SECURITY
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt031791693
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01085575
IRS990/InsuranceGrp/TotalAmt0203276
IRS990/InterestGrp/TotalAmt01799334
IRS990/InvestmentIncomeGrp/ExclusionAmt01464218
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01464218
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt011273447
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02660966
IRS990/InvestmentsPubTradedSecGrp/BOYAmt070576457
IRS990/InvestmentsPubTradedSecGrp/EOYAmt070699087
IRS990/IRPDocumentCnt011007
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012528078
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015835953
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016726355
IRS990/LandBldgEquipCostOrOtherBssAmt029254433
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/NetAssetsOrFundBalancesBOYAmt051684465
IRS990/NetAssetsOrFundBalancesEOYAmt048654633
IRS990/NetUnrelatedBusTxblIncmAmt0-35821
IRS990/NetUnrlzdGainsLossesInvstAmt0286853
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01029431
IRS990/OfficeExpensesGrp/TotalAmt01863876
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020209028
IRS990/OtherAssetsTotalGrp/EOYAmt019571036
IRS990/OtherChangesInNetAssetsAmt0-18636
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01255346
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2DEBIT CARD EXPENSE
IRS990/OtherExpensesGrp/Desc3LOSS ON REPOSSESSION OF
IRS990/OtherExpensesGrp/TotalAmt08655923
IRS990/OtherExpensesGrp/TotalAmt11638552
IRS990/OtherExpensesGrp/TotalAmt21210128
IRS990/OtherExpensesGrp/TotalAmt3715056
IRS990/OtherLiabilitiesGrp/BOYAmt0465223678
IRS990/OtherLiabilitiesGrp/EOYAmt0456026038
IRS990/OtherOrganizationDsc0STATE-CHARTERED CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/BusinessCd2522100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1NON-MEMBER ATM SURCHARGES
IRS990/OtherRevenueMiscGrp/Desc2GAIN ON SALE OF OREO
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011936415
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14430
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011936415
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt186314
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24430
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt086314
IRS990/OtherRevenueTotalAmt012027159
IRS990/OtherSalariesAndWagesGrp/TotalAmt06825398
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0358820421
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0375273893
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0635731
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0438189
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0741582
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01033527
IRS990/PrincipalOfficerNm0LLOYD GILL
IRS990/PriorPeriodAdjustmentsAmt014076
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018300316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018300316
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/PYInvestmentIncomeAmt01665812
IRS990/PYOtherExpensesAmt020060119
IRS990/PYOtherRevenueAmt012212972
IRS990/PYProgramServiceRevenueAmt018092048
IRS990/PYRevenuesLessExpensesAmt01266083
IRS990/PYSalariesCompEmpBnftPaidAmt010644630
IRS990/PYTotalExpensesAmt030704749
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031970832
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt05800000
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt05813910
IRS990/ReconcilationRevenueExpnssAmt0-3312125
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt051684465
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt048654633
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0139085
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06147433
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/InternalFundsContributedAmt03591
IRS990ScheduleC/PoliticalExpendituresAmt03591
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0591889104
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0FLORIDA CREDIT UNION POLITICAL ACTION COMMITTEE (CUPAC)
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt03591
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/TotalExemptFunctionExpendAmt03591
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07115413
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05693438
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012808851
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt035103818
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt06768524
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt06768524
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0350487
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02193814
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02544301
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02491931
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04640826
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07132757
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0443026038
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113000000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSIT ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BORROWED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt031791693
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, 2018, 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 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016726355
IRS990ScheduleD/TotalExpensesPerForm990Amt035103818
IRS990ScheduleD/TotalLiabilityAmt0456026038
IRS990ScheduleD/TotalRevenuePerForm990Amt031791693
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031791693
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt035103818
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/FirstClassOrCharterTravelInd0X
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0311331
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1180559

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$507,670,479
Liabilities
$459,015,846
Net assets
$48,654,633
Revenue
$31,791,693
Expenses
$35,103,818
Net income
-$3,312,125
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
2018Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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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