Civic Intelligence

Florida State University Credit Union

990 • Fiscal year 2011 • EIN 59-0806310

Jan 01, 2011 to Dec 31, 2011 • Filed on Jan 28, 2013

Organization ProfileWWW.FSUCU.ORG

View Organization Page

PO Box 18249932318
Siviq Scores

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

Liabilities / Assets

68th percentile

0.91x

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

2011 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

97th percentile

22%

Faster asset growth than 97% of similar nonprofits.

2011 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$115,518,941

Up $21,120,369 (+22%) from 2010

Net Assets

Up

$10,720,632

Up $2,690,746 (+34%) from 2010

Liabilities

Up

$104,798,309

Up $18,429,623 (+21%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,085,931

Up $319,649 (+4.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$600M$400M$200M$0Assets 2010: $94,398,572Liabilities 2010: $86,368,686Net Assets 2010: $8,029,8862010Assets 2011: $115,518,941Liabilities 2011: $104,798,309Net Assets 2011: $10,720,6322011Assets 2012: $127,002,627Liabilities 2012: $114,753,188Net Assets 2012: $12,249,4392012Assets 2013: $143,723,235Liabilities 2013: $129,710,283Net Assets 2013: $14,012,9522013Assets 2014: $157,223,877Liabilities 2014: $141,768,394Net Assets 2014: $15,455,4832014Assets 2015: $174,080,096Liabilities 2015: $157,268,042Net Assets 2015: $16,812,0542015Assets 2016: $192,562,540Liabilities 2016: $174,604,709Net Assets 2016: $17,957,8312016Assets 2017: $215,360,316Liabilities 2017: $196,123,579Net Assets 2017: $19,236,7372017Assets 2018: $222,893,831Liabilities 2018: $201,922,189Net Assets 2018: $20,971,6422018Assets 2019: $223,594,354Liabilities 2019: $200,786,606Net Assets 2019: $22,807,7482019Assets 2020: $305,578,667Liabilities 2020: $277,341,716Net Assets 2020: $28,236,9512020Assets 2021: $332,444,116Liabilities 2021: $300,391,415Net Assets 2021: $32,052,7012021Assets 2022: $440,836,260Liabilities 2022: $399,334,567Net Assets 2022: $41,501,6932022Assets 2023: $466,904,354Liabilities 2023: $422,177,329Net Assets 2023: $44,727,0252023Assets 2024: $497,356,628Liabilities 2024: $449,251,200Net Assets 2024: $48,105,4282024

Highlighted filing

2011

Assets$115,518,941
Liabilities$104,798,309
Net Assets$10,720,632
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0Expenses 2010: $6,766,2822010Expenses 2011: $7,085,9312011Expenses 2012: $7,892,7112012Revenue 2013: $9,793,408Expenses 2013: $8,029,895Net Income 2013: $1,763,5132013Revenue 2014: $11,018,762Expenses 2014: $9,576,234Net Income 2014: $1,442,5282014Revenue 2015: $11,388,926Expenses 2015: $10,032,355Net Income 2015: $1,356,5712015Revenue 2016: $12,334,901Expenses 2016: $11,189,124Net Income 2016: $1,145,7772016Revenue 2017: $14,333,213Expenses 2017: $13,054,307Net Income 2017: $1,278,9062017Revenue 2018: $15,591,739Expenses 2018: $13,856,834Net Income 2018: $1,734,9052018Revenue 2019: $16,032,348Expenses 2019: $14,196,242Net Income 2019: $1,836,1062019Revenue 2020: $15,821,196Expenses 2020: $14,486,838Net Income 2020: $1,334,3582020Revenue 2021: $17,853,427Expenses 2021: $14,203,540Net Income 2021: $3,649,8872021Revenue 2022: $22,425,859Expenses 2022: $17,147,552Net Income 2022: $5,278,3072022Revenue 2023: $25,366,507Expenses 2023: $21,974,883Net Income 2023: $3,391,6242023Revenue 2024: $29,049,147Expenses 2024: $25,999,320Net Income 2024: $3,049,8272024

Highlighted filing

2011

Revenue-
Expenses$7,085,931
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jan 28, 2013
Return Version
2011v1.2
Gross Receipts
$7,987,456
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 legitimate rates of interest. The credit union serves members in the tallahassee, florida area. The total number of members is approximately 19,000.

Major Activities

Activity 2
Deposit accounts - competitive dividend rates are paid even to members of modest means. This helps the members to better their economic positions and save for the future.
Activity 3
Mortgages - offering mortgages with low closing costs is part of encouraging wise financial decisions for our members. Members are shown potential savings and how even a 1/4% interest rate decrease can really make a difference in a mortgage payment.
Filing and Contact Details

Filer

EIN
59-0806310
Raw XML AppendixShowing 400 of 468 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0403827
IRS990/AccountsPayableAccruedExpenses/EOY0662867
IRS990/AccountsReceivable/BOY031064
IRS990/AccountsReceivable/EOY0171022
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0DEPOSIT ACCOUNTS - COMPETITIVE DIVIDEND RATES ARE PAID EVEN TO MEMBERS OF MODEST MEANS. THIS HELPS THE MEMBERS TO BETTER THEIR ECONOMIC POSITIONS AND SAVE FOR THE FUTURE.
IRS990/Activity3/Description0MORTGAGES - OFFERING MORTGAGES WITH LOW CLOSING COSTS IS PART OF ENCOURAGING WISE FINANCIAL DECISIONS FOR OUR MEMBERS. MEMBERS ARE SHOWN POTENTIAL SAVINGS AND HOW EVEN A 1/4% INTEREST RATE DECREASE CAN REALLY MAKE A DIFFERENCE IN A MORTGAGE PAYMENT.
IRS990/ActivityOrMissionDescription0AS A NOT-FOR-PROFIT FINANCIAL COOPERATIVE, FSU CREDIT UNION ENCOURAGES THRIFT AMONG ITS MEMBERS BY PROVIDING LOWER FEES, LOWER LOAN RATES, AND HIGHER DIVIDENDS AS AN ALTERNATIVE TO TRADITIONAL BANKS.
IRS990/AddressPrincipalOfficerUS/AddressLine102806 SHARER ROAD
IRS990/AddressPrincipalOfficerUS/City0TALLAHASSEE
IRS990/AddressPrincipalOfficerUS/State0FL
IRS990/AddressPrincipalOfficerUS/ZIPCode032312
IRS990/Advertising/Total0151509
IRS990/AllOtherExpenses/Total0603426
IRS990/AmendedReturn0X
IRS990/AnnualDisclosureCoveredPersons01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember01
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY01008087
IRS990/CashNonInterestBearing/EOY01428120
IRS990/ChangesToOrganizingDocs01
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Total0318236
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Total06848
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10PO BOX 4128
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0TALLAHASSEE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0FL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode032315
IRS990/ContractorCompensation/Compensation0177748
IRS990/ContractorCompensation/DescriptionOfServices0ATTORNEY
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10WILLIAMS GAUTIER GWYNN DELOACH & SORE
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total0296553
IRS990/DescribedIn501C300
IRS990/Description0CONSUMER LOANS - LOANS ARE OFFERED AT FAIR INTEREST RATES THAT ALLOW OUR MEMBERS TO SAVE MONEY ON THEIR LOAN PAYMENTS AND USE THOSE FUNDS ELSEWHERE IN THEIR BUDGETS. THRIFT IS ENCOURAGED WHEN THE MEMBER IS DECIDING WHAT TYPE OF PAYMENT IS AFFORDABLE.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers01
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total036000
IRS990/FeesForServicesLegal/Total055273
IRS990/FeesForServicesOther/Total089759
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek80.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek90.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1040.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1140.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1240.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1340.00
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/NamePerson0WILLIAM S AGNER
IRS990/Form990PartVIISectionA/NamePerson1DAVE SAGASER
IRS990/Form990PartVIISectionA/NamePerson2ROBIN HAGGINS
IRS990/Form990PartVIISectionA/NamePerson3CAROLYN SHACKELFORD
IRS990/Form990PartVIISectionA/NamePerson4DRG STACY SIRMANS
IRS990/Form990PartVIISectionA/NamePerson5AMY ALDRIDGE
IRS990/Form990PartVIISectionA/NamePerson6KURT HAMON
IRS990/Form990PartVIISectionA/NamePerson7LESLIE FENNELL
IRS990/Form990PartVIISectionA/NamePerson8WILLIAM BRYNES
IRS990/Form990PartVIISectionA/NamePerson9CLINE MOORE
IRS990/Form990PartVIISectionA/NamePerson10J BRADLEY BLAKE
IRS990/Form990PartVIISectionA/NamePerson11JENNIFER DURDEN
IRS990/Form990PartVIISectionA/NamePerson12CHARLES ADCOCK III
IRS990/Form990PartVIISectionA/NamePerson13MICHAEL P PHILLIPS
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/Officer6X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation1026723
IRS990/Form990PartVIISectionA/OtherCompensation1123454
IRS990/Form990PartVIISectionA/OtherCompensation1214179
IRS990/Form990PartVIISectionA/OtherCompensation1317147
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10165928
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization11102131
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization12129185
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization13101083
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/Title0TREASURER
IRS990/Form990PartVIISectionA/Title1TREASURER
IRS990/Form990PartVIISectionA/Title2SECRETARY
IRS990/Form990PartVIISectionA/Title3CO-CHAIRMAN
IRS990/Form990PartVIISectionA/Title4CHAIRMAN
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990PartVIISectionA/Title10PRESIDENT/CEO
IRS990/Form990PartVIISectionA/Title11CFO
IRS990/Form990PartVIISectionA/Title12COO
IRS990/Form990PartVIISectionA/Title13VP OF OPERATIONS
IRS990/Form990ProvidedToGoverningBody00
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts07987456
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Total0247498
IRS990/Insurance/Total072968
IRS990/Interest/Total0731853
IRS990/InvestmentIncomeCurrentYear053371
IRS990/InvestmentIncome/ExclusionAmount053371
IRS990/InvestmentIncomePriorYear089284
IRS990/InvestmentIncome/TotalRevenueColumn053371
IRS990/InvestmentInJointVenture00
IRS990/LandBldgEquipmentAccumDeprec02570291
IRS990/LandBuildingsEquipmentBasis08527335
IRS990/LandBuildingsEquipmentBasisNet/BOY05497627
IRS990/LandBuildingsEquipmentBasisNet/EOY05957044
IRS990/LoanToOfficerOrDQP01
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MiscellaneousRevenue/TotalRevenueColumn012335
IRS990/MiscellaneousRevenue/UnrelatedBusinessRevenue012335
IRS990/MissionDescription0THE CREDIT UNION'S MISSION IS TO PROMOTE THRIFT AMONG ITS MEMBERS AND CREATE A SOURCE OF CREDIT FOR THEM AT LEGITIMATE RATES OF INTEREST. THE CREDIT UNION SERVES MEMBERS IN THE TALLAHASSEE, FLORIDA AREA. THE TOTAL NUMBER OF MEMBERS IS APPROXIMATELY 14,400.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0J BRADLEY BLAKE
IRS990/NbrIndependentVotingMembers09
IRS990/NbrVotingGoverningBodyMembers09
IRS990/NbrVotingMembersGoverningBody09
IRS990/NetAssetsOrFundBalancesBOY08029886
IRS990/NetAssetsOrFundBalancesEOY010720632
IRS990/NetUnrelatedBusinessTxblIncome0-2537
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109602935
IRS990/NumberIndependentVotingMembers09
IRS990/NumberIndividualsGT100K04
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees063
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total0325052
IRS990/OfficeExpenses/Total0287768
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY01511603
IRS990/OtherAssetsTotal/EOY02257968
IRS990/OtherEmployeeBenefits/Total0270037
IRS990/OtherExpensePriorYear04421529
IRS990/OtherExpensesCurrentYear04452974
IRS990/OtherExpenses/Description0PROVISION FOR LOAN LOSS
IRS990/OtherExpenses/Description1MEMBER INSURANCE
IRS990/OtherExpenses/Description2DEBIT CARD EXPENSES
IRS990/OtherExpenses/Description3COLLECTION EXPENSE
IRS990/OtherExpenses/Total0930000
IRS990/OtherExpenses/Total1213816
IRS990/OtherExpenses/Total2187222
IRS990/OtherExpenses/Total3182374
IRS990/OtherLiabilities/BOY085964859
IRS990/OtherLiabilities/EOY0104135442
IRS990/OtherNotesLoansReceivableNet/BOY075934782
IRS990/OtherNotesLoansReceivableNet/EOY083210993
IRS990/OtherRevenueCurrentYear02586179
IRS990/OtherRevenueMisc/BusinessCode0522100
IRS990/OtherRevenueMisc/BusinessCode1522100
IRS990/OtherRevenueMisc/BusinessCode2531120
IRS990/OtherRevenueMisc/Description0OTHER INCOME
IRS990/OtherRevenueMisc/Description1BARGAIN PURCHASE INCOM
IRS990/OtherRevenueMisc/Description2RENTAL INCOME
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome02306395
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome1248349
IRS990/OtherRevenueMisc/TotalRevenueColumn02306395
IRS990/OtherRevenueMisc/TotalRevenueColumn1248349
IRS990/OtherRevenueMisc/TotalRevenueColumn219100
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue019100
IRS990/OtherRevenuePriorYear02337637
IRS990/OtherSalariesAndWages/Total01825222
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Total0159028
IRS990/PensionPlanContributions/Total060434
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY0829597
IRS990/PrepaidExpensesDeferredCharges/EOY0795669
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0522100
IRS990/ProgramServiceRevenueCY05347906
IRS990/ProgramServiceRevenue/Description0INTEREST ON LOANS
IRS990/ProgramServiceRevenuePriorYear05050068
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome05347906
IRS990/ProgramServiceRevenue/TotalRevenueColumn05347906
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReceivablesFromOfficersEtc/BOY0495000
IRS990/ReceivablesFromOfficersEtc/EOY0660000
IRS990/ReconcilationOtherChanges01789221
IRS990/ReconcilationRevenueExpenses0901525
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY08029886
IRS990/RetainedEarningsEndowmentEtc/EOY010720632
IRS990/RevenuesLessExpensesCY0901525
IRS990/RevenuesLessExpensesPriorYear0710707
IRS990/SalariesEtcCurrentYear02632957
IRS990/SalariesEtcPriorYear02344753
IRS990/SavingsAndTempCashInvestments/BOY09090812
IRS990/SavingsAndTempCashInvestments/EOY021038125
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue02865022
IRS990ScheduleD/Buildings/Depreciation0905860
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis03770882
IRS990ScheduleD/Land/BookValue02416663
IRS990ScheduleD/Land/OtherCostOrOtherBasis02416663
IRS990ScheduleD/LeaseholdImprovements/BookValue0171274
IRS990ScheduleD/LeaseholdImprovements/Depreciation0101776
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis0273050
IRS990ScheduleD/OtherLandBuildings/BookValue0504085
IRS990ScheduleD/OtherLandBuildings/Depreciation01562655
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis02066740
IRS990ScheduleD/OtherLiabilities/Amount0104135442
IRS990ScheduleD/OtherLiabilities/Description0MEMBER DEPOSIT ACCOUNTS
IRS990ScheduleD/TotalOfAmounts0104135442
IRS990ScheduleD/TotalOfBookValueLandBuildings05957044
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0152144
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg012361
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg09965
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0J BRADLEY BLAKE
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg016758
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg01423
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0192651
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction014160
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0INDEPENDENT CONTRACTOR - JANITORIAL SERVICES
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0CHAD ADCOCK
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0FAMILY MEMBER OF CHARLES ADCOCK, III, COO
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleL/LoanTable/ApprovedByBoard01
IRS990ScheduleL/LoanTable/ApprovedByBoard11
IRS990ScheduleL/LoanTable/BalanceDue0340000
IRS990ScheduleL/LoanTable/BalanceDue1320000
IRS990ScheduleL/LoanTable/Default00
IRS990ScheduleL/LoanTable/Default10
IRS990ScheduleL/LoanTable/LoanFromOrganization0X
IRS990ScheduleL/LoanTable/LoanFromOrganization1X
IRS990ScheduleL/LoanTable/NamePerson0J BRADLEY BLAKE
IRS990ScheduleL/LoanTable/NamePerson1CHARLES ADCOCK III
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount0340000
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount1320000
IRS990ScheduleL/LoanTable/PurposeOfLoan0TO PAY THE PREMIUMS OF A COLLATERAL ASSIGNMENT SPLIT-DOLLAR PLAN.
IRS990ScheduleL/LoanTable/PurposeOfLoan1TO PAY THE PREMIUMS OF A COLLATERAL ASSIGNMENT SPLIT-DOLLAR PLAN.
IRS990ScheduleL/LoanTable/WrittenAgreement01
IRS990ScheduleL/LoanTable/WrittenAgreement11
IRS990ScheduleL/TotalBalanceDue0660000
IRS990ScheduleO/GeneralExplanation/Explanation0FLORIDA STATE UNIVERSITY CREDIT UNION MERGED WITH TREE CAPITAL CREDIT UNION, 59-0950673, EFFECTIVE 10/1/2011. TWO OF TREE CAPITAL'S BOARD MEMBERS TRANSFERRED OVER TO FLORIDA STATE'S BOARD. THE BYLAWS WERE AMENDED TO INCLUDE THE MEMBERSHIP FIELD OF TREE CAPITAL.
IRS990ScheduleO/GeneralExplanation/Explanation1THE CREDIT UNION IS OWNED BY ITS MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CREDIT UNION'S BOARD OF DIRECTORS CONSIST OF NINE MEMBERS. THE BOARD MEMBERS ARE ELECTED TO VACANT POSITIONS BY THE MEMBERSHIP AT THE ANNUAL MEETING EACH YEAR. THEY ARE ALLOWED TO SERVE FIVE THREE-YEAR TERMS AND THEN MUST LEAVE THE BOARD FOR AT LEAST ONE YEAR BEFORE BEING ELIGIBLE TO RUN AGAIN.
IRS990ScheduleO/GeneralExplanation/Explanation3FORM 990 IS PREPARED BY OUR CPA AND THEN REVIEWED BY THE CEO/PRESIDENT AND CFO PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation4MANAGEMENT IS RESPONSIBLE FOR COORDINATING THE CONTINUING INTERNAL REVIEW OF ALL COMPENSATION AND FOR MAKING SURE THAT EACH JOB IS EVALUATED AND ASSIGNED A JOB GRADE AND SALARY RANGE. A BIANNUAL REVIEW OF PROJECTED LABOR MARKET WAGE/SALARY STRUCTURE WILL BE CONDUCTED. THE PROJECTED LABOR MARKET WAGE/SALARY STRUCTURE CHANGES WILL BE CONSIDERED TO DETERMINE THE WAGE/SALARY RANGES FOR THE FOLLOWING YEAR. SALARIES WILL BE COMPARED TO THOSE PAID FOR SIMILAR WORK AT OTHER CREDIT UNIONS AND ORGANIZATIONS SELECTED AS A BASIS FOR COMPARISON. WAGE/SALARY MIDPPOINTS WILL BE ESTABLISHED AS CLOSELY AS POSSIBLE TO REFLECT MARKET CONSENSUS VALUES. THE COMPETITIVE WAGE/SALARY PHILOSOPHY AND THE ORGANIZATIONAL FINANCIAL CONDITION WILL BE USED TO ESTABLISH OVERALL COMPENSATION RANGES. EXEMPT POSITIONS WILL BE COMPARED AGAINST ORGANIZATIONS IN SIMILAR INDUSTRIES WITH HEAVY EMPHASIS ON ASSOCIATIONS AND OTHER ORGANIZATIONS THAT PROVIDE SERVICES TO CREDIT UNIONS. NON-EXEMPT POSITION SALARY LEVELS WILL BE BASED ON A COMPILATION OF DATA FROM THE RELEVANT LOCAL MARKETS. WHEN NEW SALARY RANGES ARE DETERMINED, EMPLOYEES BELOW THE MINIMUM RANGE OF THEIR RANGE WILL BE BROUGHT TO THE MINIMUM ON THE EFFECTIVE DATE OF THE NEW RANGES. EXCEPTIONS TO BRINGING EMPLOYEES TO THE MINIMUM RANGE MUST BE NOTED (I.E. TRAINEE) AND EVERY EFFORT TO BRING THESE INDIVIDUALS TO THE MINIMUM OF THE RANGE SHOULD BE MADE. THE BOARD NEGOTIATES A CONTRACT WITH THE PRESIDENT BASED ON THE SALARY ADMINISTRATION PLAN MENTIONED ABOVE. THE COO IS A CONTRACT EMPLOYEE BASED ON A CONTRACT SIGNED BY THE PRESIDENT OF THE CREDIT UNION. ALL OTHER EMPLOYEES' SALARIES ARE BASED ON PAY GRADE AND COMPARABLES USING COMPEASE FOR LIKE INSTITUTIONS. THE PRESIDENT GIVES FINAL APPROVAL FOR EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation5THE CURRENT STATEMENT OF FINANCIAL CONDITION IS DISPLAYED IN THE LOBBY OF EACH BRANCH. THIS AS WELL AS THE INCOME STATEMENT ARE PRINTED IN THE ANNUAL REPORT WHILE SUMMARY DATA IS PRESENTED IN THE QUARTERLY NEWSLETTER. OTHER INFORMATION IS PRESENTED UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6EQUITY FROM MERGER WITH TREE CAPITAL CREDIT UNION 1,789,221. TOTAL TO FORM 990, PART XI, LINE 5: 1,789,221.
IRS990ScheduleO/GeneralExplanation/Explanation7THE CREDIT UNION RECEIVES AN ANNUAL FINANCIAL STATEMENT OPINION AUDIT FROM LICENSED AUDITORS. HOWEVER, THE AUDIT PERIOD IS FROM OCTOBER 1ST THROUGH SEPTEMBER 30TH. THE LAST AUDITED FINANCIAL STATEMENTS ARE AS OF SEPTEMBER 30, 2011.
IRS990ScheduleO/GeneralExplanation/Explanation8THE CREDIT UNION HAS A SUPERVISORY COMMITTEE WHICH CONSISTS OF THREE MEMBER VOLUNTEERS. THIS COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE FINANICIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT PERFORMING THE AUDIT.
IRS990ScheduleO/GeneralExplanation/Explanation9THE CREDIT UNION IS AMENDING ITS 2011 990 TO INCLUDE INFORMATION CONCERNING LOANS MADE TO INTERESTED PERSONS TO PAY THE PREMIUMS OF A COLLATERAL ASSIGNMENT SPLIT-DOLLAR PLAN FOR THOSE PERSONS. CHANGES TO THE ORIGINAL 990 INCLUDED: CHANGING PART IV, LINE 26 TO YES; REPORTING THE LOANS RECEIVABLE ON LINE 5 OF PART X; AND COMPLETING PART II OF SCHEDULE L.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING, LINE 2B
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING, LINE 2C
IRS990ScheduleO/GeneralExplanation/ReturnReference9FORM 990, PAGE 1, BOX B - AMENDED RETURN
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0FL
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102806 SHARER ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0TALLAHASSEE
IRS990/TheBooksAreInCareOf/AddressUS/State0FL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode032312
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10J BRADLEY BLAKE
IRS990/TheBooksAreInCareOf/TelephoneNumber08502244960
IRS990/TotalAssets/BOY094398572

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$115,518,941
Liabilities
$104,798,309
Net assets
$10,720,632
Revenue
-
Expenses
$7,085,931
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$497$449$48.1$29.0$26.0$3.05
2023Detailed filing. Detailed filing data is available for this year.$467$422$44.7$25.4$22.0$3.39
2022Detailed filing. Detailed filing data is available for this year.$441$399$41.5$22.4$17.1$5.28
2021Detailed filing. Detailed filing data is available for this year.$332$300$32.1$17.9$14.2$3.65
2020Detailed filing. Detailed filing data is available for this year.$306$277$28.2$15.8$14.5$1.33
2019Detailed filing. Detailed filing data is available for this year.$224$201$22.8$16.0$14.2$1.84
2018Summary only. Only limited summary data is available for this year.$223$202$21.0$15.6$13.9$1.73
2017Detailed filing. Detailed filing data is available for this year.$215$196$19.2$14.3$13.1$1.28
2016Detailed filing. Detailed filing data is available for this year.$193$175$18.0$12.3$11.2$1.15
2015Detailed filing. Detailed filing data is available for this year.$174$157$16.8$11.4$10.0$1.36
2014Detailed filing. Detailed filing data is available for this year.$157$142$15.5$11.0$9.58$1.44
2013Detailed filing. Detailed filing data is available for this year.$144$130$14.0$9.79$8.03$1.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$115$12.2$7.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$105$10.7$7.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.4$86.4$8.03$6.77
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)14 • $100M-$250M nonprofits