Civic Intelligence

State Chartered Credit Unions in Florida Envision Credit Union

990 • Fiscal year 2016 • EIN 59-0873652

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 18, 2017

Organization ProfileWWW.ENVISION.COM

View Organization Page

440 N Monroe StreetTallahassee, FL 32301

(850) 942-9000

Siviq Scores

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

Liabilities / Assets

84th percentile

0.91x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

15.79x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Net Margin

31st percentile

9.4%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

29th percentile

$326,716

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Asset Growth

99th percentile

49%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

25%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$451,662,818

Up $148,617,576 (+49%) from 2015

Net Assets

Up

$38,595,941

Up $12,040,737 (+45%) from 2015

Liabilities

Up

$413,066,877

Up $136,576,839 (+49%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin31st percentile

Revenue

Up

$26,152,552

Up $5,263,859 (+25%) from 2015

Expenses

Up

$23,705,264

Up $7,321,896 (+45%) from 2015

Net Income

Down

$2,447,288

Down $2,058,037 (-46%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$1.0B$500M$0Assets 2010: $214,731,061Liabilities 2010: $198,992,115Net Assets 2010: $15,738,9462010Assets 2011: $225,071,242Liabilities 2011: $207,652,876Net Assets 2011: $17,418,3662011Assets 2012: $242,585,733Liabilities 2012: $222,798,850Net Assets 2012: $19,786,8832012Assets 2013: $263,924,609Liabilities 2013: $243,139,445Net Assets 2013: $20,785,1642013Assets 2014: $275,921,017Liabilities 2014: $253,504,436Net Assets 2014: $22,416,5812014Assets 2015: $303,045,242Liabilities 2015: $276,490,038Net Assets 2015: $26,555,2042015Assets 2016: $451,662,818Liabilities 2016: $413,066,877Net Assets 2016: $38,595,9412016Assets 2017: $520,221,684Liabilities 2017: $474,319,276Net Assets 2017: $45,902,4082017Assets 2018: $580,912,574Liabilities 2018: $530,759,072Net Assets 2018: $50,153,5022018Assets 2019: $621,636,360Liabilities 2019: $566,208,661Net Assets 2019: $55,427,6992019Assets 2020: $716,005,709Liabilities 2020: $657,433,920Net Assets 2020: $58,571,7892020Assets 2021: $809,997,626Liabilities 2021: $746,880,143Net Assets 2021: $63,117,4832021Assets 2022: $805,154,808Liabilities 2022: $753,258,130Net Assets 2022: $51,896,6782022Assets 2023: $836,726,256Liabilities 2023: $776,923,726Net Assets 2023: $59,802,5302023Assets 2024: $839,902,667Liabilities 2024: $773,886,424Net Assets 2024: $66,016,2432024

Highlighted filing

2016

Assets$451,662,818
Liabilities$413,066,877
Net Assets$38,595,941
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$80M$60M$40M$20M$0Expenses 2010: $17,053,8522010Expenses 2011: $15,777,5672011Expenses 2012: $15,686,8282012Revenue 2013: $18,452,923Expenses 2013: $16,398,510Net Income 2013: $2,054,4132013Revenue 2014: $18,880,741Expenses 2014: $17,748,559Net Income 2014: $1,132,1822014Revenue 2015: $20,888,693Expenses 2015: $16,383,368Net Income 2015: $4,505,3252015Revenue 2016: $26,152,552Expenses 2016: $23,705,264Net Income 2016: $2,447,2882016Revenue 2017: $31,650,042Expenses 2017: $26,324,870Net Income 2017: $5,325,1722017Revenue 2018: $37,529,083Expenses 2018: $32,468,830Net Income 2018: $5,060,2532018Revenue 2019: $41,590,666Expenses 2019: $36,927,400Net Income 2019: $4,663,2662019Revenue 2020: $43,573,562Expenses 2020: $40,855,170Net Income 2020: $2,718,3922020Revenue 2021: $45,725,908Expenses 2021: $40,246,391Net Income 2021: $5,479,5172021Revenue 2022: $46,065,094Expenses 2022: $41,471,619Net Income 2022: $4,593,4752022Revenue 2023: $56,553,134Expenses 2023: $51,450,766Net Income 2023: $5,102,3682023Revenue 2024: $60,874,838Expenses 2024: $57,135,905Net Income 2024: $3,738,9332024

Highlighted filing

2016

Revenue$26,152,552
Expenses$23,705,264
Net Income$2,447,288
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$57,743,344
Mission and Program Overview

Mission

Meet members financial needs through quality service at the best value while maintaining financial stability.

To safeguard and manage the assets entrusted to the credit union by its member-owners; to better the economic well being of our member-owners by delivering convenient personalized products and services of exceptional value.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$169,145,302$299,425,730▲ $130,280,428
Investments in Publicly Traded Securities$65,968,876$80,369,964▲ $14,401,088
Rtn Earn Endowment Incm Other Fnds$26,555,204$38,595,941▲ $12,040,737
Land, Buildings, and Equipment, Net$10,264,655$13,908,640▲ $3,643,985
Cash and Non-Interest-Bearing Accounts$7,036,686$13,147,340▲ $6,110,654
Savings and Temporary Cash Investments$27,692,046$12,709,084▼ $14,982,962
Receivables From Officers Etc$5,697,305$6,583,133▲ $885,828
Accounts Receivable$2,752,274$2,112,496▼ $639,778
Prepaid Expenses and Deferred Charges$388,976$797,381▲ $408,405
Intangible Assets-$583,333-
Investments Other Securities$589,800$397,200▼ $192,600
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$303,045,242$451,662,818▲ $148,617,576
Other Assets Total$13,509,322$21,628,517▲ $8,119,195
Liabilities
Other Liabilities$263,831,634$404,206,673▲ $140,375,039
Accounts Payable and Accrued Expenses$5,158,404$8,860,204▲ $3,701,800
Mortgage Notes Payable Secured by Investment Property$7,500,000--
Total Liabilities$276,490,038$413,066,877▲ $136,576,839
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,555,204$38,595,941▲ $12,040,737
Total Liabilities and Net Assets / Fund Balance$303,045,242$451,662,818▲ $148,617,576

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,717,259$5,571,192$12,288,451
Equipment$2,505,615$5,813,725$8,319,340
Land$4,525,305-$4,525,305
Leasehold Improvements$160,461$115,170$275,631
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darryl G WorrellPresident/CEOFT$264,625$62,091$326,716
Kevin McalpineVP Commercial LendingFT$129,512$85,764$215,276
William EnfingerSVP/ Chief Lending OfficerFT$150,761$43,298$194,059
Hollie MaddoxSVP Member ServicesFT$152,737$39,865$192,602
Anice R ProsserCAO/SVP AdministrationFT$129,981$38,517$168,498
Stephanie StrakerSVP FinanceFT$97,270$6,417$103,687

Board Members and Trustees

NameTitle
Dr Jim CroteauChairperson
Thomas B Perrin1st Vice Chair
Dr Sam Ccall2nd Vice Chair
Dr Karen SamuelBoard Member
Lee GarnerBoard Member
M Christopher BryantTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FisVisa Card ServicesPO BOX 4535 CAROL STREAM, Carol Stream, IL 60197-4535$2,096,193
United Solutions CompanyOptical ServicesPO BOX 5496, Tallahassee, FL 32314$1,898,166
NcrAtm Services14181 COLLECTIONS CENTER DR, Chicago, IL 60693$1,345,896
Williams Gautier Gwynn Deloach & SoreLegal ServicesPO BOX 4128, Tallahassee, FL 32315-4128$332,835
Constructions & Maintenance SpecialistsBldg & Lawn Maintenance3550 LAKESHORE DRIVE, Tallahassee, FL 32312$283,165
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,026,933
Investment Income
$2,284,041
Other Revenue
$4,841,578
Change in Net Assets
$2,447,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,743,301
Salaries, Compensation, and Employee Benefits$7,961,963
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$5,766,036
All Other Expenses---$2,858,475
Information Technology---$1,908,923
Interest---$1,044,826
Depreciation Depletion---$1,025,031
Office Expenses---$974,504
Other Employee Benefits---$808,914
Fees for Services Other---$746,519
Other Expenses---$707,371
Advertising---$672,040
Current Officers, Directors, Trustees, and Key Employees---$623,005
Payroll Taxes---$483,034
Fees for Services Legal---$404,289
Pension Plan Contributions---$280,974
Occupancy---$220,245
Insurance---$192,270
Travel---$58,408
Fees for Services Accounting---$57,214
Payments to Affiliates---$42,474
Conferences and Meetings---$32,607
Fees for Service Investment Mgmnt Fees---$17,079
Total Functional Expenses$0$0$0$23,705,264
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$5,697,305$6,583,133▲ $885,828
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Regular Shares$158,635,537
Checking Accounts$101,636,022
Money Market$76,909,297
Certificates of Deposit$55,658,734
Ira/keogh$11,367,083
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
Yes
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 2

“Board secretary, alleta shutes has a business relationship maintained at the credit union.”

Form 990, Part VI, Section A, Line 4

“As a result of the merger with focus credit union which became effective february 1, 2016, the credit union's bylaws were updated. These updates included the following: (1) field of membership expanded to include the focus markets. (2) the number of board members was changed from "5 members" to "at least 5 members." (3) required minimum share balance changed from $25 to $5. (4) the number of supervisor committee members was changed from "3 members" to "at least 3 members."”

Form 990, Part VI, Section A, Line 6

“The organization has members.”

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

“The credit union membership may participate in the election of officials. Each member has only one vote; it is not possible for a single member to elect a member to the governing body.”

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

“Members of the credit union have the right to approve the governing body's election and removal of members of the governing body, as well as other matters that are subject to the approval of members of the credit union as they occur.”

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

“When the form 990 has been completed by the cpa firm and received by ecu, it is reviewed first by the cfo for accuracy, then by the ceo and later by the board of directors.”

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

“Compliance with the credit union's officer, director, and employee policies regarding conflicts of interest are addressed in the related policies.”

Form 990, Part VI, Section B, Line 15

“It is the policy of the credit union to pay compensation that is nondicriminatory and competitive. However, all compensation policy decisions must take into consideration, envision credit union's overall financial condition and competitive position.”

Form 990, Part VI, Section C, Line 19

“The credit union's governing documents are not made availalbe to the public. The credit union's conflict of interest policy is not made available to the public. The credit union's financial statements are available for public viewing on the ncua website, via the quarterly 5300 filing.”

Filing and Contact Details

Filer

Filer Name
Envision Credit Union
EIN
59-0873652
Phone
8509429000
Address
440 N MONROE STREET, TALLAHASSEE, FL 32301

Signing Officer

Name
Stephanie Straker
Title
SVP of Finance
Phone
8509429000
Signed
2017-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Darryl Worrell
Formed
1954
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
207
Volunteers
10

Preparer

Firm
Doeren Mayhew
Address
12060 S W 129TH COURT STE 201, MIAMI, FL 33186-4582
Preparer
Douglas J Orth
Phone
3052328272
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Maintenance contracts 618,133. Officer loan adjustment 521,014. Misc. Expense 441,313. Equipment rental/maintenance 373,545. Atm/debit visa network costs 334,678. Education 220,095. Real estate/tangible taxes 171,555. Ncua assessment 101,057. Cash over/short 73,441. Loss on securities 3,644.”

FORM 990, PART XI, LINE 9:

“Reclassification adjustments for net investment gains included in net income -322,049. Net pension gains 478,422. Equity acquired in merger 9,546,023.”

Form 990, Part XII, Line 2C

“There were no changes in the process of the committee that assumes responsibility of the oversight of the audit and selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt from most federal and state income taxes. The income taxes topic of the fasb asc clarifies accounting for uncertainty in income taxes reported in the financial statements. The interpretation provides criteria for assessment of individual tax positions and a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the more likely than not standard for sustainability upon examination by tax authorities. The credit union is a state-chartered credit union as defined in internal revenue code (irc) section 501(c)(14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities directly related to its exempt purposes. However, irc section 511 imposes a tax on the unrelated business income (ubi) derived by state-chartered credit unions. Beginning in march 2008, the internal revenue service (irs) released technical advice memorandums (tams) to specific state-chartered credit unions specifying the revenue sources subject to unrelated business income tax (ubit). Management has assessed the credit union's activities and any potential federal or state income tax liability and determined that the credit union has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. Additionally, no interest and penalties have been recorded in the accompanying consolidated financial statements related to uncertain tax positions. Currently, the 2015, 2014, and 2013 federal income tax returns are open for examination by the irs. The filing years open for examination by the state, if applicable, may be equal to, greater, or less than the years open for examination by the irs.”

Raw XML AppendixShowing 400 of 686 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05158404
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08860204
IRS990/AccountsReceivableGrp/BOYAmt02752274
IRS990/AccountsReceivableGrp/EOYAmt02112496
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SAFEGUARD AND MANAGE THE ASSETS ENTRUSTED TO THE CREDIT UNION BY ITS MEMBER-OWNERS; TO BETTER THE ECONOMIC WELL BEING OF OUR MEMBER-OWNERS BY DELIVERING CONVENIENT PERSONALIZED PRODUCTS AND SERVICES OF EXCEPTIONAL VALUE.
IRS990/AdvertisingGrp/TotalAmt0672040
IRS990/AllOtherExpensesGrp/TotalAmt02858475
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MR DARRYL WORRELL
IRS990/BooksInCareOfDetail/PhoneNum08509429000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0440 N MONROE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0TALLAHASSEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032301
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt07036686
IRS990/CashNonInterestBearingGrp/EOYAmt013147340
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt018
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0623005
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt032607
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt02096193
IRS990/ContractorCompensationGrp/CompensationAmt11898166
IRS990/ContractorCompensationGrp/CompensationAmt21345896
IRS990/ContractorCompensationGrp/CompensationAmt3332835
IRS990/ContractorCompensationGrp/CompensationAmt4283165
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 4535 CAROL STREAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 5496
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt214181 COLLECTIONS CENTER DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 4128
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt43550 LAKESHORE DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CAROL STREAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1TALLAHASSEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3TALLAHASSEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4TALLAHASSEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0601974535
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd132314
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260693
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd3323154128
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd432312
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FIS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1UNITED SOLUTIONS COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2NCR
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3WILLIAMS GAUTIER GWYNN DELOACH & SORE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4CONSTRUCTIONS & MAINTENANCE SPECIALISTS
IRS990/ContractorCompensationGrp/ServicesDesc0VISA CARD SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1OPTICAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2ATM SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3LEGAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4BLDG & LAWN MAINTENANCE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02284041
IRS990/CYOtherExpensesAmt015743301
IRS990/CYOtherRevenueAmt04841578
IRS990/CYProgramServiceRevenueAmt019026933
IRS990/CYRevenuesLessExpensesAmt02447288
IRS990/CYSalariesCompEmpBnftPaidAmt07961963
IRS990/CYTotalExpensesAmt023705264
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt026152552
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01025031
IRS990/Desc0INCOME FROM THE CREDIT UNION MEMBERSHIP AND FROM INVESTMENT OF MEMBERS' FUNDS PROVIDE THE FOUNDATION FROM WHICH THE ORGANIZATION CAN FUNCTION AND PROVIDE SERVICES TO ITS RESTRICTED MEMBERSHIP.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0207
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt057214
IRS990/FeesForServicesLegalGrp/TotalAmt0404289
IRS990/FeesForServicesOtherGrp/TotalAmt0746519
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017079
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt637156
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt76417
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt817348
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt916443
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1027448
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1122597
IRS990/Form990PartVIISectionAGrp/PersonNm0DR JIM CROTEAU
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS B PERRIN
IRS990/Form990PartVIISectionAGrp/PersonNm2DR KAREN SAMUEL
IRS990/Form990PartVIISectionAGrp/PersonNm3M CHRISTOPHER BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm4DR SAM CCALL
IRS990/Form990PartVIISectionAGrp/PersonNm5LEE GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm6DARRYL G WORRELL
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE STRAKER
IRS990/Form990PartVIISectionAGrp/PersonNm8HOLLIE MADDOX
IRS990/Form990PartVIISectionAGrp/PersonNm9ANICE R PROSSER
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM ENFINGER
IRS990/Form990PartVIISectionAGrp/PersonNm11KEVIN MCALPINE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6289560
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt797270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8175254
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9152055
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10166611
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11192679
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/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt42ND VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7SVP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8SVP MEMBER SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt9CAO/SVP ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP/ CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP COMMERCIAL LENDING
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt019637
IRS990/GainOrLossGrp/SecuritiesAmt0322050
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0966819
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030965660
IRS990/GrossReceiptsAmt057743344
IRS990/GroupExemptionNum02106
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01908923
IRS990/InsuranceGrp/TotalAmt0192270
IRS990/IntangibleAssetsGrp/EOYAmt0583333
IRS990/InterestGrp/TotalAmt01044826
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01942354
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01942354
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0589800
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0397200
IRS990/InvestmentsPubTradedSecGrp/BOYAmt065968876
IRS990/InvestmentsPubTradedSecGrp/EOYAmt080369964
IRS990/IRPDocumentCnt012741
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011500087
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010264655
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013908640
IRS990/LandBldgEquipCostOrOtherBssAmt025408727
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0947182
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt030643610
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MEET MEMBERS' FINANCIAL NEEDS THROUGH QUALITY SERVICE AT THE BEST VALUE WHILE MAINTAINING FINANCIAL STABILITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07500000
IRS990/NetAssetsOrFundBalancesBOYAmt026555204
IRS990/NetAssetsOrFundBalancesEOYAmt038595941
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0341687
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0341687
IRS990/NetUnrelatedBusTxblIncmAmt0122486
IRS990/NetUnrlzdGainsLossesInvstAmt0-108947
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0220245
IRS990/OfficeExpensesGrp/TotalAmt0974504
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013509322
IRS990/OtherAssetsTotalGrp/EOYAmt021628517
IRS990/OtherChangesInNetAssetsAmt09702396
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0808914
IRS990/OtherExpensesGrp/Desc0VISA/DEBIT FEES/CHARGES
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3ATM/DEBIT MISC LOSSES
IRS990/OtherExpensesGrp/TotalAmt02225371
IRS990/OtherExpensesGrp/TotalAmt11297950
IRS990/OtherExpensesGrp/TotalAmt21257705
IRS990/OtherExpensesGrp/TotalAmt3707371
IRS990/OtherLiabilitiesGrp/BOYAmt0263831634
IRS990/OtherLiabilitiesGrp/EOYAmt0404206673
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/BusinessCd2522100
IRS990/OtherRevenueMiscGrp/Desc0OTHER OPERATING INCOME
IRS990/OtherRevenueMiscGrp/Desc1GAIN ON MERGER
IRS990/OtherRevenueMiscGrp/Desc2OTHER NON-OPERATING INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03820785
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1571730
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2449063
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03820785
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1571730
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2449063
IRS990/OtherRevenueTotalAmt04841578
IRS990/OtherSalariesAndWagesGrp/TotalAmt05766036
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0169145302
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0299425730
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt042474
IRS990/PayrollTaxesGrp/TotalAmt0483034
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0280974
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0388976
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0797381
IRS990/PrincipalOfficerNm0MR DARRYL WORRELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEES/CHARGES/OTHER
IRS990/ProgramServiceRevenueGrp/Desc2NON MEMBERS ATM FEES
IRS990/ProgramServiceRevenueGrp/Desc3NON MEMBER CHECK CASHING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013777336
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14949372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013777336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14949372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2279792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt320433
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0279792
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt120433
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01186588
IRS990/PYOtherExpensesAmt010986591
IRS990/PYOtherRevenueAmt06495303
IRS990/PYProgramServiceRevenueAmt013206802
IRS990/PYRevenuesLessExpensesAmt04505325
IRS990/PYSalariesCompEmpBnftPaidAmt05396777
IRS990/PYTotalExpensesAmt016383368
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020888693
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt05697305
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt06583133
IRS990/ReconcilationRevenueExpnssAmt02447288
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026555204
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt038595941
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027692046
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012709084
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt06717259
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05571192
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012288451
IRS990ScheduleD/EquipmentGrp/BookValueAmt02505615
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05813725
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08319340
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt04525305
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04525305
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0160461
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0115170
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0275631
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0101636022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1158635537
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt276909297
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt355658734
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt411367083
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHECKING ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MONEY MARKET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4IRA/KEOGH
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT FROM MOST FEDERAL AND STATE INCOME TAXES. THE INCOME TAXES TOPIC OF THE FASB ASC CLARIFIES ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES REPORTED IN THE FINANCIAL STATEMENTS. THE INTERPRETATION PROVIDES CRITERIA FOR ASSESSMENT OF INDIVIDUAL TAX POSITIONS AND A PROCESS FOR RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. TAX POSITIONS ARE EVALUATED ON WHETHER THEY MEET THE MORE LIKELY THAN NOT STANDARD FOR SUSTAINABILITY UPON EXAMINATION BY TAX AUTHORITIES. THE CREDIT UNION IS A STATE-CHARTERED CREDIT UNION AS DEFINED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(14). AS SUCH, THE CREDIT UNION IS EXEMPT FROM FEDERAL TAXATION OF INCOME DERIVED FROM THE PERFORMANCE OF ACTIVITIES DIRECTLY RELATED TO ITS EXEMPT PURPOSES. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON THE UNRELATED BUSINESS INCOME (UBI) DERIVED BY STATE-CHARTERED CREDIT UNIONS. BEGINNING IN MARCH 2008, THE INTERNAL REVENUE SERVICE (IRS) RELEASED TECHNICAL ADVICE MEMORANDUMS (TAMS) TO SPECIFIC STATE-CHARTERED CREDIT UNIONS SPECIFYING THE REVENUE SOURCES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). MANAGEMENT HAS ASSESSED THE CREDIT UNION'S ACTIVITIES AND ANY POTENTIAL FEDERAL OR STATE INCOME TAX LIABILITY AND DETERMINED THAT THE CREDIT UNION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ADDITIONALLY, NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. CURRENTLY, THE 2015, 2014, AND 2013 FEDERAL INCOME TAX RETURNS ARE OPEN FOR EXAMINATION BY THE IRS. THE FILING YEARS OPEN FOR EXAMINATION BY THE STATE, IF APPLICABLE, MAY BE EQUAL TO, GREATER, OR LESS THAN THE YEARS OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013908640
IRS990ScheduleD/TotalLiabilityAmt0404206673
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0264625
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1152737
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2129981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3150761
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4129512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount015500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount122087
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount220355
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount315810
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount453575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451,662,818
Liabilities
$413,066,877
Net assets
$38,595,941
Revenue
$26,152,552
Expenses
$23,705,264
Net income
$2,447,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$840$774$66.0$60.9$57.1$3.74
2023Detailed filing. Detailed filing data is available for this year.$837$777$59.8$56.6$51.5$5.10
2022Detailed filing. Detailed filing data is available for this year.$805$753$51.9$46.1$41.5$4.59
2021Detailed filing. Detailed filing data is available for this year.$810$747$63.1$45.7$40.2$5.48
2020Detailed filing. Detailed filing data is available for this year.$716$657$58.6$43.6$40.9$2.72
2019Summary only. Only limited summary data is available for this year.$622$566$55.4$41.6$36.9$4.66
2018Detailed filing. Detailed filing data is available for this year.$581$531$50.2$37.5$32.5$5.06
2017Detailed filing. Detailed filing data is available for this year.$520$474$45.9$31.7$26.3$5.33
2016Detailed filing. Detailed filing data is available for this year.$452$413$38.6$26.2$23.7$2.45
2015Detailed filing. Detailed filing data is available for this year.$303$276$26.6$20.9$16.4$4.51
2014Detailed filing. Detailed filing data is available for this year.$276$254$22.4$18.9$17.7$1.13
2013Detailed filing. Detailed filing data is available for this year.$264$243$20.8$18.5$16.4$2.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$243$223$19.8$15.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$225$208$17.4$15.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$215$199$15.7$17.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)14 • $250M-$1B nonprofits