Civic Intelligence

State Chartered Credit Unions in Florida Envision Credit Union

990 • Fiscal year 2018 • EIN 59-0873652

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.ENVISIONCU.COM

View Organization Page

1585 Summit Lake Drive Suite 200Tallahassee, FL 32317

(850) 942-9000

Siviq Scores

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

Liabilities / Assets

88th percentile

0.91x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

22nd percentile

14.14x

Higher debt load relative to revenue than 22% of similar nonprofits.

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

Net Margin

45th percentile

13%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

38th percentile

$364,028

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

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

Asset Growth

91st percentile

12%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

88th percentile

19%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$580,912,574

Up $60,690,890 (+12%) from 2017

Net Assets

Up

$50,153,502

Up $4,251,094 (+9.3%) from 2017

Liabilities

Up

$530,759,072

Up $56,439,796 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin45th percentile

Revenue

Up

$37,529,083

Up $5,879,041 (+19%) from 2017

Expenses

Up

$32,468,830

Up $6,143,960 (+23%) from 2017

Net Income

Down

$5,060,253

Down $264,919 (-5.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2018

Assets$580,912,574
Liabilities$530,759,072
Net Assets$50,153,502
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$37,529,083
Expenses$32,468,830
Net Income$5,060,253
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$38,722,407
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$366,678,660$422,390,707▲ $55,712,047
Investments in Publicly Traded Securities$53,317,783$50,976,258▼ $2,341,525
Rtn Earn Endowment Incm Other Fnds$45,902,408$50,153,502▲ $4,251,094
Savings and Temporary Cash Investments$43,311,099$46,527,003▲ $3,215,904
Land, Buildings, and Equipment, Net$16,592,034$16,032,725▼ $559,309
Cash and Non-Interest-Bearing Accounts$6,794,585$11,626,468▲ $4,831,883
Receivables From Officers Etc$8,044,767$8,261,941▲ $217,174
Accounts Receivable$4,231,437$4,296,452▲ $65,015
Intangible Assets$880,526$623,942▼ $256,584
Investments Other Securities$1,048,000$471,200▼ $576,800
Prepaid Expenses and Deferred Charges$321,091$368,855▲ $47,764
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$520,221,684$580,912,574▲ $60,690,890
Other Assets Total$19,001,702$19,337,023▲ $335,321
Liabilities
Other Liabilities$448,345,713$523,295,288▲ $74,949,575
Mortgage Notes Payable Secured by Investment Property$15,000,000--
Accounts Payable and Accrued Expenses$10,973,563$7,463,784▼ $3,509,779
Total Liabilities$474,319,276$530,759,072▲ $56,439,796
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,902,408$50,153,502▲ $4,251,094
Total Liabilities and Net Assets / Fund Balance$520,221,684$580,912,574▲ $60,690,890

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,419,312$2,731,550$11,150,862
Equipment$2,921,596$4,991,985$7,913,581
Land$4,540,777-$4,540,777
Leasehold Improvements$151,040$113,363$264,403
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darryl G WorrellPresident/CEOFT$302,309$61,719$364,028
Kevin McalpineVP Commercial LendingFT$168,974$71,518$240,492
William EnfingerSVP/ Chief Lending OfficerFT$150,752$78,680$229,432
Hollie MaddoxSVP Chief Operations OfficerFT$144,051$75,641$219,692
Faiyaz ElahiVP/retailFT$166,166$1,993$168,159
Stephanie StrakerSVP/CFOFT$110,153$44,712$154,865

Board Members and Trustees

NameTitle
Dr Jim CroteauChairperson
Lee Garner1st Vice Chair
Dr Cassandra Grayson2nd Vice Chair
Anthony GaudioBoard Member
E Eugene McneaseBoard Member
Alleta ShutesSecretary
M Christopher BryantTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
United Solutions CompanyOptical ServicesPO BOX 5496, Tallahassee, FL 32314$4,738,540
Allstate Construction INCConstruction Management5718 TOWER ROAD, Tallahassee, FL 32303$1,954,281
Fiserv Eft SolutionCredit/debit ServicesPO BOX 6000, San Francisco, CA 94160$975,409
NcrAtm Services14181 COLLECTIONS CENTER DR, Chicago, IL 60693$836,184
Constructions & Maintenance SpecialistsBldg & Lawn Maintenance3550 LAKESHORE DRIVE, Tallahassee, FL 32312$631,081
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,059,499
Investment Income
$9,030,034
Other Revenue
$439,550
Change in Net Assets
$5,060,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,798,348
Salaries, Compensation, and Employee Benefits$10,670,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$7,961,164
Information Technology---$2,967,276
All Other Expenses---$2,361,668
Other Expenses---$1,990,109
Interest---$1,876,564
Other Employee Benefits---$1,337,162
Fees for Services Other---$1,285,365
Office Expenses---$963,034
Advertising---$833,636
Current Officers, Directors, Trustees, and Key Employees---$738,585
Occupancy---$652,325
Payroll Taxes---$633,571
Depreciation Depletion---$525,961
Insurance---$253,385
Fees for Services Legal---$162,292
Conferences and Meetings---$89,433
Payments to Affiliates---$84,821
Travel---$72,567
Fees for Services Accounting---$65,726
Fees for Service Investment Mgmnt Fees---$8,000
Total Functional Expenses$0$0$0$32,468,830
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$8,044,767$8,261,941▲ $217,174
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Checking Accounts$209,016,348
Regular Shares$133,188,955
Certificates of Deposit$86,599,321
Money Market$77,487,809
Ira/keogh$10,867,855
Non Member Cds$6,135,000
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
Yes
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 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
1585 SUMMIT LAKE DRIVE SUITE 200, TALLAHASSEE, FL 32317

Signing Officer

Name
Stephanie Straker
Title
SVP/CFO
Phone
8509429000
Signed
2019-11-14
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
278
Volunteers
12

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 11G

“Other professional fees 1,285,365.”

Form 990, Part IX, Line 24E

“Misc. Expense 911,460. Atm/debit misc losses 711,430. Atm/debit visa network costs 371,630. Real estate/tangible taxes 231,173. Ncua assessment 110,853. Education 56,740. Cash over/short -31,618.”

FORM 990, PART XI, LINE 9:

“Reclassification adjustments for net investment gains included in net income 17,217. Net pension losses -462,376.”

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 to specific state-chartered credit unions specifying the revenue sources subject to unrelated business income tax. 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 2017, 2016, and 2015 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 708 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/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.
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IRS990/Form990PartVIISectionAGrp/PersonNm2E EUGENE MCNEASE
IRS990/Form990PartVIISectionAGrp/PersonNm3M CHRISTOPHER BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm4DR CASSANDRA GRAYSON
IRS990/Form990PartVIISectionAGrp/PersonNm5ALLETA SHUTES
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY GAUDIO
IRS990/Form990PartVIISectionAGrp/PersonNm7DARRYL G WORRELL
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE STRAKER
IRS990/Form990PartVIISectionAGrp/PersonNm9HOLLIE MADDOX
IRS990/Form990PartVIISectionAGrp/PersonNm10FAIYAZ ELAHI
IRS990/Form990PartVIISectionAGrp/PersonNm11WILLIAM ENFINGER
IRS990/Form990PartVIISectionAGrp/PersonNm12KEVIN MCALPINE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt42ND VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8SVP/CFO
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IRS990/Form990PartVIISectionAGrp/TitleTxt10VP/RETAIL
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IRS990/Form990PartVIISectionAGrp/TitleTxt12VP COMMERCIAL LENDING
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/TotalAmt0253385
IRS990/IntangibleAssetsGrp/BOYAmt0880526
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IRS990/LandBldgEquipCostOrOtherBssAmt023869623
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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
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03856676
IRS990/NetUnrelatedBusTxblIncmAmt0118984
IRS990/NetUnrlzdGainsLossesInvstAmt0-364000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0652325
IRS990/OfficeExpensesGrp/TotalAmt0963034
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019001702
IRS990/OtherAssetsTotalGrp/EOYAmt019337023
IRS990/OtherChangesInNetAssetsAmt0-445159
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01337162
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL/MAINTE
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3VISA/DEBIT FEES/CHARGES
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IRS990/OtherExpensesGrp/TotalAmt12603403
IRS990/OtherExpensesGrp/TotalAmt22022229
IRS990/OtherExpensesGrp/TotalAmt31990109
IRS990/OtherLiabilitiesGrp/BOYAmt0448345713
IRS990/OtherLiabilitiesGrp/EOYAmt0523295288
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/Desc0OTHER NON-OPERATING INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0439550
IRS990/OtherRevenueTotalAmt0439550
IRS990/OtherSalariesAndWagesGrp/TotalAmt07961164
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0366678660
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0422390707
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt084821
IRS990/PayrollTaxesGrp/TotalAmt0633571
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0321091
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0368855
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/RelatedOrExemptFuncIncomeAmt017092786
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110786355
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017092786
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110786355
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2158373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt321985
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0158373
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt121985
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01970747
IRS990/PYOtherExpensesAmt017212367
IRS990/PYOtherRevenueAmt05486962
IRS990/PYProgramServiceRevenueAmt024192333
IRS990/PYRevenuesLessExpensesAmt05325172
IRS990/PYSalariesCompEmpBnftPaidAmt09112503
IRS990/PYTotalExpensesAmt026324870
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031650042
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt08044767
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt08261941
IRS990/ReconcilationRevenueExpnssAmt05060253
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt045902408
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt050153502
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043311099
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046527003
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08419312
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02731550
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011150862
IRS990ScheduleD/EquipmentGrp/BookValueAmt02921596
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04991985
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07913581
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt04540777
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04540777
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0151040
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0113363
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0264403
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0209016348
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt277487809
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt386599321
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt410867855
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt56135000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHECKING ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MONEY MARKET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4IRA/KEOGH
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5NON MEMBER CDS
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 TO SPECIFIC STATE-CHARTERED CREDIT UNIONS SPECIFYING THE REVENUE SOURCES SUBJECT TO UNRELATED BUSINESS INCOME TAX. 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 2017, 2016, AND 2015 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:
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IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2144051
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4150752
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5168974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount128545
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount233495
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount433698
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount514564
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$580,912,574
Liabilities
$530,759,072
Net assets
$50,153,502
Revenue
$37,529,083
Expenses
$32,468,830
Net income
$5,060,253
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

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