Civic Intelligence

State Chartered Credit Unions in Florida

990 • Fiscal year 2016 • EIN 59-0904715

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 11, 2017

Organization ProfileWWW.SUNCU.ORG

View Organization Page

4205 Hollywood BlvdHollywood, FL 33021

(954) 967-4441

Siviq Scores

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

Liabilities / Assets

60th percentile

0.90x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

21.86x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2016

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$198,340

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2016 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2016

Asset Growth

88th percentile

8.7%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-0.7%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$79,678,497

Up $6,376,918 (+8.7%) from 2015

Net Assets

Up

$8,352,031

Up $339,181 (+4.2%) from 2015

Liabilities

Up

$71,326,466

Up $6,037,737 (+9.2%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin58th percentile

Revenue

Down

$3,262,194

Down $24,480 (-0.7%) from 2015

Expenses

Up

$2,920,460

Up $298 (+0.0%) from 2015

Net Income

Down

$341,734

Down $24,778 (-6.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$150M$100M$50M$0Assets 2010: $50,817,295Liabilities 2010: $44,703,333Net Assets 2010: $6,113,9622010Assets 2011: $55,399,074Liabilities 2011: $49,047,510Net Assets 2011: $6,351,5642011Assets 2012: $59,806,851Liabilities 2012: $52,968,690Net Assets 2012: $6,838,1612012Assets 2013: $65,823,823Liabilities 2013: $58,718,897Net Assets 2013: $7,104,9262013Assets 2014: $69,390,367Liabilities 2014: $61,742,336Net Assets 2014: $7,648,0312014Assets 2015: $73,301,579Liabilities 2015: $65,288,729Net Assets 2015: $8,012,8502015Assets 2016: $79,678,497Liabilities 2016: $71,326,466Net Assets 2016: $8,352,0312016Assets 2017: $84,266,895Liabilities 2017: $75,617,015Net Assets 2017: $8,649,8802017Assets 2018: $85,972,103Liabilities 2018: $76,877,451Net Assets 2018: $9,094,6522018Assets 2019: $88,320,019Liabilities 2019: $78,718,938Net Assets 2019: $9,601,0812019Assets 2020: $106,919,286Liabilities 2020: $97,161,275Net Assets 2020: $9,758,0112020Assets 2021: $120,100,530Liabilities 2021: $110,177,779Net Assets 2021: $9,922,7512021Assets 2022: $122,210,783Liabilities 2022: $113,503,772Net Assets 2022: $8,707,0112022Assets 2023: $113,215,440Liabilities 2023: $102,983,888Net Assets 2023: $10,231,5522023Assets 2024: $119,406,044Liabilities 2024: $107,934,772Net Assets 2024: $11,471,2722024

Highlighted filing

2016

Assets$79,678,497
Liabilities$71,326,466
Net Assets$8,352,031
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $3,314,5652010Expenses 2011: $2,969,1902011Expenses 2012: $2,665,6982012Revenue 2013: $3,065,564Expenses 2013: $2,767,426Net Income 2013: $298,1382013Revenue 2014: $3,231,443Expenses 2014: $2,708,319Net Income 2014: $523,1242014Revenue 2015: $3,286,674Expenses 2015: $2,920,162Net Income 2015: $366,5122015Revenue 2016: $3,262,194Expenses 2016: $2,920,460Net Income 2016: $341,7342016Revenue 2017: $3,405,966Expenses 2017: $3,104,859Net Income 2017: $301,1072017Revenue 2018: $3,788,033Expenses 2018: $3,339,054Net Income 2018: $448,9792018Revenue 2019: $4,061,127Expenses 2019: $3,561,532Net Income 2019: $499,5952019Revenue 2020: $3,623,373Expenses 2020: $3,485,644Net Income 2020: $137,7292020Revenue 2021: $3,448,889Expenses 2021: $3,217,851Net Income 2021: $231,0382021Revenue 2022: $3,889,765Expenses 2022: $3,503,175Net Income 2022: $386,5902022Revenue 2023: $5,024,702Expenses 2023: $4,146,241Net Income 2023: $878,4612023Revenue 2024: $6,417,035Expenses 2024: $5,475,928Net Income 2024: $941,1072024

Highlighted filing

2016

Revenue$3,262,194
Expenses$2,920,460
Net Income$341,734
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 11, 2017
Return Version
2016v3.0
Gross Receipts
$3,262,194
Mission and Program Overview

Mission

Programs of credit unions which offer a wide variety of personal financial services exclusively to their members featuring competitive rates on loans & investments and other products and services.

Credit Union Programs Programs of credit unions which offer a wide variety of personal financial services exclusively to their members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$33,320,245$40,933,468▲ $7,613,223
Other Notes and Loans Receivable, Net$32,976,292$31,484,737▼ $1,491,555
Rtn Earn Endowment Incm Other Fnds$8,012,850$8,352,031▲ $339,181
Land, Buildings, and Equipment, Net$1,894,533$1,834,939▼ $59,594
Investments Program Related$1,079,193$1,120,123▲ $40,930
Cash and Non-Interest-Bearing Accounts$1,025,124$1,013,386▼ $11,738
Investments in Publicly Traded Securities$327,584$791,131▲ $463,547
Accounts Receivable$501,257$244,647▼ $256,610
Prepaid Expenses and Deferred Charges$123,129$149,512▲ $26,383
Total Assets$73,301,579$79,678,497▲ $6,376,918
Other Assets Total$2,054,222$2,106,554▲ $52,332
Liabilities
Other Liabilities$64,172,957$70,349,462▲ $6,176,505
Accounts Payable and Accrued Expenses$1,115,772$977,004▼ $138,768
Total Liabilities$65,288,729$71,326,466▲ $6,037,737
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,012,850$8,352,031▲ $339,181
Total Liabilities and Net Assets / Fund Balance$73,301,579$79,678,497▲ $6,376,918

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,558,053$923,078$2,481,131
Equipment$56,886$415,775$472,661
Land$220,000-$224,575
Leasehold Improvements-$78,023$78,023
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Patrick MasonPresident/director
Chris BlathornDirector
Kathy ZuendelDirector
Kimberly DematteoDirector
Kwei BattlesDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,746,229
Investment Income
$515,965
Other Revenue
$0
Change in Net Assets
$341,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,723,703
Salaries, Compensation, and Employee Benefits$1,196,757
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$773,977--$773,977
Office Expenses$733,690--$733,690
Fees for Services Accounting$238,764--$238,764
Interest$212,068--$212,068
Current Officers, Directors, Trustees, and Key Employees$198,340--$198,340
Occupancy$121,408--$121,408
Other Employee Benefits$110,284--$110,284
Depreciation Depletion$104,798--$104,798
Advertising$92,818--$92,818
Payroll Taxes$73,994--$73,994
Other Expenses$56,648--$56,648
Insurance$51,287--$51,287
Pension Plan Contributions$40,162--$40,162
Fees for Services Other$35,034--$35,034
Travel$22,883--$22,883
Fees for Services Legal$10,860--$10,860
Conferences and Meetings$4,071--$4,071
Total Functional Expenses$2,920,460$0$0$2,920,460
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$70,349,462
Member Deposits-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Employees are restricted from processing transactions on their own behalf or for a family member. There are regular reviews of the activity in the accounts of volunteers and employees.”

Form 990, Part VI, Section B, Line 15A

“Credit union industry salary surveys are used as a guide by the board to set salaries”

Form 990, Part VI, Section C, Line 19

“Financial statements are posted in the lobby and other items that are required to be disclosed are available upon request”

Filing and Contact Details

Filer

Filer Name
State Chartered Credit Unions in Fl
EIN
59-0904715
Phone
9549674441
Address
4205 HOLLYWOOD BLVD, HOLLYWOOD, FL 33021
Doing Business As
Sun Credit Union

Signing Officer

Name
Patrick Mason
Title
CEO
Signed
2017-04-11
Discuss with paid preparer
Yes

Organization Details

Formed
1946
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
4
Employees
23
Volunteers
7

Preparer

Firm
Edwin W Ewart Jr CPA
Address
7480 FAIRWAY DR 207, MIAMI LAKES, FL 33014
Preparer
Edwin W Ewart Jr CPA
Phone
3052136453
Raw XML Appendix363 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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IRS990ScheduleD/EquipmentGrp/BookValueAmt056886
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0415775
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IRS990ScheduleD/LandGrp/BookValueAmt0220000
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt078023
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt078023
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt070349462
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MEMBER DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01834939
IRS990ScheduleD/TotalLiabilityAmt070349462
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PATRICK MASON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYEES ARE RESTRICTED FROM PROCESSING TRANSACTIONS ON THEIR OWN BEHALF OR FOR A FAMILY MEMBER. THERE ARE REGULAR REVIEWS OF THE ACTIVITY IN THE ACCOUNTS OF VOLUNTEERS AND EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT UNION INDUSTRY SALARY SURVEYS ARE USED AS A GUIDE BY THE BOARD TO SET SALARIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY AND OTHER ITEMS THAT ARE REQUIRED TO BE DISCLOSED ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02920460
IRS990/TotalFunctionalExpensesGrp/TotalAmt02920460
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IRS990/TotalLiabilitiesBOYAmt065288729
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IRS990/TotalProgramServiceRevenueAmt02746229
IRS990/TotalReportableCompFromOrgAmt0198340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03249417
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03262194
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt012777
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073301579
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt079678497
IRS990/TravelGrp/ProgramServicesAmt022883
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.SUNCU.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK MASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STATE CHARTERED CREDIT UNIONS IN FL
ReturnHeader/Filer/BusinessNameControlTxt0STAT
ReturnHeader/Filer/EIN0590904715
ReturnHeader/Filer/PhoneNum09549674441
ReturnHeader/Filer/USAddress/AddressLine1Txt04205 HOLLYWOOD BLVD
ReturnHeader/Filer/USAddress/CityNm0HOLLYWOOD
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CFD72DE24C102B2D66C9DA36A8C21D4A48686104
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.115.41.3
ReturnHeader/FilingSecurityInformation/IPDt02017-04-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:45:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWIN W EWART JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07480 FAIRWAY DR 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033014
ReturnHeader/PreparerPersonGrp/PhoneNum03052136453
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWIN W EWART JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-11T01:06:35-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$79,678,497
Liabilities
$71,326,466
Net assets
$8,352,031
Revenue
$3,262,194
Expenses
$2,920,460
Net income
$341,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$108$11.5$6.42$5.48$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$103$10.2$5.02$4.15$0.88
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$122$114$8.71$3.89$3.50$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$110$9.92$3.45$3.22$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$97.2$9.76$3.62$3.49$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.3$78.7$9.60$4.06$3.56$0.50
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.0$76.9$9.09$3.79$3.34$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.3$75.6$8.65$3.41$3.10$0.30
2016Detailed filing. Detailed filing data is available for this year.$79.7$71.3$8.35$3.26$2.92$0.34
2015Detailed filing. Detailed filing data is available for this year.$73.3$65.3$8.01$3.29$2.92$0.37
2014Detailed filing. Detailed filing data is available for this year.$69.4$61.7$7.65$3.23$2.71$0.52
2013Detailed filing. Detailed filing data is available for this year.$65.8$58.7$7.10$3.07$2.77$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.8$53.0$6.84$2.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.4$49.0$6.35$2.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.8$44.7$6.11$3.31