Civic Intelligence

Jackson County Teachers Credit Unio

990 • Fiscal year 2023 • EIN 59-0994379

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

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

18th percentile

0.83x

Higher debt load relative to assets than 18% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

16.99x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2023

Net Margin

32nd percentile

8.9%

Higher net margin than 32% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

85th percentile

$157,207

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2023

Asset Growth

66th percentile

-0.5%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

2.9%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$40,708,730

Down $223,602 (-0.5%) from 2022

Net Assets

Up

$7,048,859

Up $82,856 (+1.2%) from 2022

Liabilities

Down

$33,659,871

Down $306,458 (-0.9%) from 2022

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin32nd percentile

Revenue

Up

$1,981,206

Up $56,614 (+2.9%) from 2022

Expenses

Up

$1,804,733

Up $83,652 (+4.9%) from 2022

Net Income

Down

$176,473

Down $27,038 (-13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2023

Assets$40,708,730
Liabilities$33,659,871
Net Assets$7,048,859
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$1,981,206
Expenses$1,804,733
Net Income$176,473
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Gross Receipts
$1,981,206
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$18,951,977$19,168,144▲ $216,167
Savings and Temporary Cash Investments$17,568,000$16,323,000▼ $1,245,000
Rtn Earn Endowment Incm Other Fnds$6,966,003$7,048,859▲ $82,856
Cash and Non-Interest-Bearing Accounts$1,687,783$2,571,734▲ $883,951
Investments Other Securities$1,969,164$1,969,164→ $0
Land, Buildings, and Equipment, Net$525,763$500,718▼ $25,045
Prepaid Expenses and Deferred Charges$-185,748$-238,975▼ $53,227
Total Assets$40,932,332$40,708,730▼ $223,602
Other Assets Total$415,393$414,945▼ $448
Liabilities
Other Liabilities$32,874,498$33,569,338▲ $694,840
Accounts Payable and Accrued Expenses$1,091,831$90,533▼ $1,001,298
Total Liabilities$33,966,329$33,659,871▼ $306,458
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,966,003$7,048,859▲ $82,856
Total Liabilities and Net Assets / Fund Balance$40,932,332$40,708,730▼ $223,602

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$317,598$465,654$783,252
Land$181,720-$181,720
Equipment$1,400$76,357$77,757
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valena AlexanderCEOFT$125,196$32,011$157,207

Board Members and Trustees

NameTitle
Linda NeelBoard Chairw
Eddie EllisBoard Member
Chris FranklinBoard Secret
Susan TuckerBoard Treasu
Jeff FowlerBoard Vice C
Mary KellyCredit Comm
Flora DavisSupervisory
Joan MillerSupervisory
Loretta BakerSupervisory
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,470,069
Investment Income
$334,830
Other Revenue
$176,307
Change in Net Assets
$176,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,040,665
Salaries, Compensation, and Employee Benefits$764,068
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$488,178-$488,178
Interest-$242,311-$242,311
Occupancy-$158,133-$158,133
Pension Plan Contributions-$139,690-$139,690
Office Expenses-$111,207-$111,207
Other Employee Benefits-$98,555-$98,555
Payroll Taxes-$37,645-$37,645
Conferences and Meetings-$19,459-$19,459
Other Expenses-$17,525-$17,525
All Other Expenses-$17,199-$17,199
Total Functional Expenses$0$1,804,733$0$1,804,733
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$18,485,072
All Other Shares$7,966,356
Share Drafts$7,117,910
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
2024-04-26
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
9

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 unrelated business income.”

Form 990, Part XI, Line 9

“Due to rounding 0 other comprehensive income 0 other comprehensive income 0 due to rounding -1 acct adj - cecl -93,616 total -93,617”

Raw XML Appendix390 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/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01324981
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1145088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01324981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1145088
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION PROVIDED A VARIETY OF DEPOSIT SERVICES FOR ITS MEMBERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0225767
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0279915
IRS990/PYOtherExpensesAmt0846288
IRS990/PYOtherRevenueAmt0207550
IRS990/PYProgramServiceRevenueAmt01437127
IRS990/PYRevenuesLessExpensesAmt0203511
IRS990/PYSalariesCompEmpBnftPaidAmt0874793
IRS990/PYTotalExpensesAmt01721081
IRS990/PYTotalRevenueAmt01924592
IRS990/ReconcilationRevenueExpnssAmt0176473
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06966003
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07048859
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017568000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016323000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0317598
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0465654
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0783252
IRS990ScheduleD/EquipmentGrp/BookValueAmt01400
IRS990ScheduleD/EquipmentGrp/DepreciationAmt076357
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077757
IRS990ScheduleD/LandGrp/BookValueAmt0181720
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0181720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018485072
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17966356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27117910
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ALL OTHER SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SHARE DRAFTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0500718
IRS990ScheduleD/TotalLiabilityAmt033569338
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0125196
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount019135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt012876
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VALENA ALEXANDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157207
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 UNRELATED 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 0 OTHER COMPREHENSIVE INCOME 0 OTHER COMPREHENSIVE INCOME 0 DUE TO ROUNDING -1 ACCT ADJ - CECL -93,616 TOTAL -93,617
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/TotalAssetsBOYAmt040932332
IRS990/TotalAssetsEOYAmt040708730
IRS990/TotalAssetsGrp/BOYAmt040932332
IRS990/TotalAssetsGrp/EOYAmt040708730
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01804733
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01804733
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033966329
IRS990/TotalLiabilitiesEOYAmt033659871
IRS990/TotalLiabilitiesGrp/BOYAmt033966329
IRS990/TotalLiabilitiesGrp/EOYAmt033659871
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06966003
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07048859
IRS990/TotalOtherCompensationAmt012876
IRS990/TotalProgramServiceExpensesAmt01804733
IRS990/TotalProgramServiceRevenueAmt01470069
IRS990/TotalReportableCompFromOrgAmt0144331
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01981206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01981206
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040932332
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040708730
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALENA ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08505264470
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202711127
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/PreparationDt02024-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ONKST
ReturnHeader/ReturnTs02024-04-29T20:42:48-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALENA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALEXANDER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,708,730
Liabilities
$33,659,871
Net assets
$7,048,859
Revenue
$1,981,206
Expenses
$1,804,733
Net income
$176,473
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