Civic Intelligence

Jackson County Teachers Credit Unio

990 • Fiscal year 2021 • EIN 59-0994379

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 08, 2022

Organization ProfileWWW.JACKSONCOUNTYTCU.COM

View Organization Page

4466 Clinton StreetMarianna, FL 32446

(850) 526-4470

Siviq Scores

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

Liabilities / Assets

20th percentile

0.84x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

18.45x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2021

Net Margin

49th percentile

9.6%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$150,829

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2021

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

0.5%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$41,372,065

Up $3,914,991 (+10%) from 2020

Net Assets

Up

$6,750,875

Up $90,917 (+1.4%) from 2020

Liabilities

Up

$34,621,190

Up $3,824,074 (+12%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin49th percentile

Revenue

Up

$1,876,829

Up $10,022 (+0.5%) from 2020

Expenses

Down

$1,696,698

Down $50,214 (-2.9%) from 2020

Net Income

Up

$180,131

Up $60,236 (+50%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$60M$40M$20M$0Assets 2010: $22,655,939Liabilities 2010: $18,055,846Net Assets 2010: $4,600,0932010Assets 2011: $22,896,071Liabilities 2011: $18,313,488Net Assets 2011: $4,582,5832011Assets 2012: $23,505,211Liabilities 2012: $18,611,670Net Assets 2012: $4,893,5412012Assets 2013: $24,347,607Liabilities 2013: $19,181,075Net Assets 2013: $5,166,5322013Assets 2014: $25,378,487Liabilities 2014: $20,162,041Net Assets 2014: $5,216,4462014Assets 2015: $25,005,439Liabilities 2015: $19,661,802Net Assets 2015: $5,343,6372015Assets 2016: $26,161,239Liabilities 2016: $20,583,126Net Assets 2016: $5,578,1132016Assets 2017: $26,546,955Liabilities 2017: $20,696,856Net Assets 2017: $5,850,0992017Assets 2018: $35,452,606Liabilities 2018: $29,201,234Net Assets 2018: $6,251,3722018Assets 2019: $34,572,256Liabilities 2019: $28,001,983Net Assets 2019: $6,570,2732019Assets 2020: $37,457,074Liabilities 2020: $30,797,116Net Assets 2020: $6,659,9582020Assets 2021: $41,372,065Liabilities 2021: $34,621,190Net Assets 2021: $6,750,8752021Assets 2022: $40,932,332Liabilities 2022: $33,966,329Net Assets 2022: $6,966,0032022Assets 2023: $40,708,730Liabilities 2023: $33,659,871Net Assets 2023: $7,048,8592023Assets 2024: $42,265,930Liabilities 2024: $34,883,209Net Assets 2024: $7,382,7212024

Highlighted filing

2021

Assets$41,372,065
Liabilities$34,621,190
Net Assets$6,750,875
Open 2021 Filing

Operations Trend

Revenue Growth65th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $1,753,0492010Revenue 2011: $1,768,854Expenses 2011: $1,565,889Net Income 2011: $202,9652011Expenses 2012: $1,405,4632012Revenue 2013: $1,706,065Expenses 2013: $1,562,524Net Income 2013: $143,5412013Revenue 2014: $1,698,657Expenses 2014: $1,378,805Net Income 2014: $319,8522014Revenue 2015: $1,696,105Expenses 2015: $1,480,718Net Income 2015: $215,3872015Revenue 2016: $1,759,300Expenses 2016: $1,440,243Net Income 2016: $319,0572016Revenue 2017: $1,842,154Expenses 2017: $1,535,445Net Income 2017: $306,7092017Revenue 2018: $1,922,843Expenses 2018: $1,845,651Net Income 2018: $77,1922018Revenue 2019: $2,048,809Expenses 2019: $1,880,548Net Income 2019: $168,2612019Revenue 2020: $1,866,807Expenses 2020: $1,746,912Net Income 2020: $119,8952020Revenue 2021: $1,876,829Expenses 2021: $1,696,698Net Income 2021: $180,1312021Revenue 2022: $1,924,592Expenses 2022: $1,721,081Net Income 2022: $203,5112022Revenue 2023: $1,981,206Expenses 2023: $1,804,733Net Income 2023: $176,4732023Revenue 2024: $2,256,677Expenses 2024: $1,922,815Net Income 2024: $333,8622024

Highlighted filing

2021

Revenue$1,876,829
Expenses$1,696,698
Net Income$180,131
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 8, 2022
Return Version
2021v4.0
Gross Receipts
$1,876,829
Mission and Program Overview

Mission

Credit union - to provide services to approximately 2,812 members in the form of loans, savings, and other financial services.

Credit union - to provide financial services for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$13,643,304$16,431,063▲ $2,787,759
Investments Other Securities$14,449,164$16,105,164▲ $1,656,000
Rtn Earn Endowment Incm Other Fnds$5,682,019$5,772,936▲ $90,917
Savings and Temporary Cash Investments$5,370,965$4,973,763▼ $397,202
Cash and Non-Interest-Bearing Accounts$3,098,860$3,340,485▲ $241,625
Cap Stk Tr Prin Current Funds$977,939$977,939→ $0
Land, Buildings, and Equipment, Net$532,325$507,280▼ $25,045
Prepaid Expenses and Deferred Charges$-41,186$-397,970▼ $356,784
Total Assets$37,457,074$41,372,065▲ $3,914,991
Other Assets Total$403,642$412,280▲ $8,638
Liabilities
Other Liabilities$31,102,013$34,572,401▲ $3,470,388
Accounts Payable and Accrued Expenses$-304,897$48,789▲ $353,686
Total Liabilities$30,797,116$34,621,190▲ $3,824,074
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,659,958$6,750,875▲ $90,917
Total Liabilities and Net Assets / Fund Balance$37,457,074$41,372,065▲ $3,914,991

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$356,488$426,764$783,252
Land$138,192-$138,192
Equipment$12,600$65,157$77,757
Other Securities$219,164--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valena AlexanderCEOFT$119,244$31,585$150,829

Board Members and Trustees

NameTitle
Linda NeelBoard Chairw
Chris FranklinBoard Member
Jeff FowlerBoard Secret
Susan TuckerBoard Treasu
James Earl EdwardsBoard Vice C
Flora DavisSupervisory
Joan MillerSupervisory
Loretta BakerSupervisory
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,365,161
Investment Income
$293,058
Other Revenue
$218,610
Change in Net Assets
$180,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$897,413
Other Expenses$799,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$467,854-$467,854
Pension Plan Contributions-$319,339-$319,339
Office Expenses-$112,530-$112,530
Occupancy-$85,155-$85,155
Other Employee Benefits-$76,184-$76,184
Interest-$47,535-$47,535
Payroll Taxes-$34,036-$34,036
All Other Expenses-$16,903-$16,903
Other Expenses-$11,482-$11,482
Conferences and Meetings-$9,902-$9,902
Total Functional Expenses$0$1,696,698$0$1,696,698
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
Regular Shares$21,991,007
Share Drafts$7,147,018
All Other Shares$5,434,376
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The credit union is owned by the members.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors is elected by the membership (one member, one vote). All duties, powers, and responsibilties are controlled by the board of directors. The members elect the board of direcors at the annual meeting every year.”

Form 990, Page 6, Part VI, Line 7B

“Some decisions made by the board of directors are affirmed by the members.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the manager. The form 990 is available for review by the board of directors upon request.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors does not have an official compensation process for top management official.”

Form 990, Page 6, Part VI, Line 15B

“The board of directors does not have an official compensation process for officers or key employees.”

Form 990, Page 6, Part VI, Line 19

“Financial documents are posted in hte credit union lobby by the 15th of the subsequent month.”

Filing and Contact Details

Filer

Filer Name
Jackson County Teachers
EIN
59-0994379
Phone
8505264470
Address
4466 CLINTON STREET, MARIANNA, FL 32446

Signing Officer

Name
Valena Alexander
Title
CEO
Phone
8505264470
Signed
2022-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valena Alexander
Formed
1991
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
10
Volunteers
8

Preparer

Firm
Cu Audit & Compliance Group
Address
3692 COOLIDGE CT, TALLAHASSEE, FL 32311-7890
Preparer
Amanda Onkst
Phone
2054372176
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Hours of service are related to duties of the board of directors and supervisory committee without compendation.”

Form 990, Page 5, Part V, Line 3B

“The credit union had no unrealted business income.”

Form 990, Part XI, Line 9

“Due to rounding 1 other comprehensive income -89,215 due to rounding 0 total -89,214”

Raw XML Appendix385 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/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION PROVIDED A VARIETY OF DEPOSIT SERVICES FOR ITS MEMBERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt047535
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0361311
IRS990/PYOtherExpensesAmt0949376
IRS990/PYOtherRevenueAmt0159908
IRS990/PYProgramServiceRevenueAmt01345588
IRS990/PYRevenuesLessExpensesAmt0119895
IRS990/PYSalariesCompEmpBnftPaidAmt0797536
IRS990/PYTotalExpensesAmt01746912
IRS990/PYTotalRevenueAmt01866807
IRS990/ReconcilationRevenueExpnssAmt0180131
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05682019
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05772936
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05370965
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04973763
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0356488
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0426764
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0783252
IRS990ScheduleD/EquipmentGrp/BookValueAmt012600
IRS990ScheduleD/EquipmentGrp/DepreciationAmt065157
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077757
IRS990ScheduleD/LandGrp/BookValueAmt0138192
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0138192
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021991007
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17147018
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25434376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ALL OTHER SHARES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt015886000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1219164
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALL OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PERPETUAL CONTRIBUTED CAPITAL
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0507280
IRS990ScheduleD/TotalBookValueSecuritiesAmt016105164
IRS990ScheduleD/TotalLiabilityAmt034572401
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0119244
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount019937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt011648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VALENA ALEXANDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150829
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOURS OF SERVICE ARE RELATED TO DUTIES OF THE BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE WITHOUT COMPENDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION HAD NO UNREALTED BUSINESS INCOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION IS OWNED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP (ONE MEMBER, ONE VOTE). ALL DUTIES, POWERS, AND RESPONSIBILTIES ARE CONTROLLED BY THE BOARD OF DIRECTORS. THE MEMBERS ELECT THE BOARD OF DIRECORS AT THE ANNUAL MEETING EVERY YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOME DECISIONS MADE BY THE BOARD OF DIRECTORS ARE AFFIRMED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS REVIEWED BY THE MANAGER. THE FORM 990 IS AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS DOES NOT HAVE AN OFFICIAL COMPENSATION PROCESS FOR TOP MANAGEMENT OFFICIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS DOES NOT HAVE AN OFFICIAL COMPENSATION PROCESS FOR OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FINANCIAL DOCUMENTS ARE POSTED IN HTE CREDIT UNION LOBBY BY THE 15TH OF THE SUBSEQUENT MONTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUE TO ROUNDING 1 OTHER COMPREHENSIVE INCOME -89,215 DUE TO ROUNDING 0 TOTAL -89,214
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt037457074
IRS990/TotalAssetsEOYAmt041372065
IRS990/TotalAssetsGrp/BOYAmt037457074
IRS990/TotalAssetsGrp/EOYAmt041372065
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01696698
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01696698
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030797116
IRS990/TotalLiabilitiesEOYAmt034621190
IRS990/TotalLiabilitiesGrp/BOYAmt030797116
IRS990/TotalLiabilitiesGrp/EOYAmt034621190
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06659958
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06750875
IRS990/TotalOtherCompensationAmt011648
IRS990/TotalProgramServiceExpensesAmt01696698
IRS990/TotalProgramServiceRevenueAmt01365161
IRS990/TotalReportableCompFromOrgAmt0139181
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01876829
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01876829
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037457074
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt041372065
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04466 CLINTON STREET
IRS990/USAddress/CityNm0MARIANNA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032446
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://WWW.JACKSONCOUNTYTCU.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALENA ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08505264470
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON COUNTY TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0590994379
ReturnHeader/Filer/PhoneNum08505264470
ReturnHeader/Filer/USAddress/AddressLine1Txt04466 CLINTON STREET
ReturnHeader/Filer/USAddress/CityNm0MARIANNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CU AUDIT & COMPLIANCE GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03692 COOLIDGE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0323117890
ReturnHeader/PreparerPersonGrp/PhoneNum02054372176
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ONKST
ReturnHeader/ReturnTs02022-04-04T15:15:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALENA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALEXANDER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,372,065
Liabilities
$34,621,190
Net assets
$6,750,875
Revenue
$1,876,829
Expenses
$1,696,698
Net income
$180,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$34.9$7.38$2.26$1.92$0.33
2023Detailed filing. Detailed filing data is available for this year.$40.7$33.7$7.05$1.98$1.80$0.18
2022Detailed filing. Detailed filing data is available for this year.$40.9$34.0$6.97$1.92$1.72$0.20
2021Detailed filing. Detailed filing data is available for this year.$41.4$34.6$6.75$1.88$1.70$0.18
2020Detailed filing. Detailed filing data is available for this year.$37.5$30.8$6.66$1.87$1.75$0.12
2019Detailed filing. Detailed filing data is available for this year.$34.6$28.0$6.57$2.05$1.88$0.17
2018Detailed filing. Detailed filing data is available for this year.$35.5$29.2$6.25$1.92$1.85$0.08
2017Detailed filing. Detailed filing data is available for this year.$26.5$20.7$5.85$1.84$1.54$0.31
2016Detailed filing. Detailed filing data is available for this year.$26.2$20.6$5.58$1.76$1.44$0.32
2015Detailed filing. Detailed filing data is available for this year.$25.0$19.7$5.34$1.70$1.48$0.22
2014Detailed filing. Detailed filing data is available for this year.$25.4$20.2$5.22$1.70$1.38$0.32
2013Detailed filing. Detailed filing data is available for this year.$24.3$19.2$5.17$1.71$1.56$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$18.6$4.89$1.41
2011Summary only. Only limited summary data is available for this year.$22.9$18.3$4.58$1.77$1.57$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$18.1$4.60$1.75