Civic Intelligence

State Chartered Credit Unions in Florida

990 • Fiscal year 2019 • EIN 59-1022425

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

Organization Profilewww.ahcu.cc
351 S State Road 434 Suite 1009Altamonte Springs, FL 32714

(407) 303-1527

Siviq Scores

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

Liabilities / Assets

55th percentile

0.88x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

14.42x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2019

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

23rd percentile

$117,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2019

Asset Growth

82nd percentile

7.3%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

10%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$57,193,053

Up $3,894,040 (+7.3%) from 2018

Net Assets

Up

$6,604,791

Up $751,772 (+13%) from 2018

Liabilities

Up

$50,588,262

Up $3,142,268 (+6.6%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin75th percentile

Revenue

Up

$3,508,460

Up $331,475 (+10%) from 2018

Expenses

Up

$2,889,148

Up $175,948 (+6.5%) from 2018

Net Income

Up

$619,312

Up $155,527 (+34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$150M$100M$50M$0Assets 2011: $37,442,418Liabilities 2011: $33,342,715Net Assets 2011: $4,099,7032011Assets 2012: $39,458,209Liabilities 2012: $35,328,989Net Assets 2012: $4,129,2202012Assets 2013: $40,475,128Liabilities 2013: $36,173,853Net Assets 2013: $4,301,2752013Assets 2014: $42,144,355Liabilities 2014: $37,671,731Net Assets 2014: $4,472,6242014Assets 2015: $47,115,937Liabilities 2015: $42,307,023Net Assets 2015: $4,808,9142015Assets 2016: $47,179,525Liabilities 2016: $42,117,675Net Assets 2016: $5,061,8502016Assets 2017: $48,122,150Liabilities 2017: $42,692,730Net Assets 2017: $5,429,4202017Assets 2018: $53,299,013Liabilities 2018: $47,445,994Net Assets 2018: $5,853,0192018Assets 2019: $57,193,053Liabilities 2019: $50,588,262Net Assets 2019: $6,604,7912019Assets 2020: $73,000,907Liabilities 2020: $65,653,469Net Assets 2020: $7,347,4382020Assets 2021: $87,334,618Liabilities 2021: $79,666,616Net Assets 2021: $7,668,0022021Assets 2022: $95,116,557Liabilities 2022: $89,243,570Net Assets 2022: $5,872,9872022Assets 2023: $101,105,440Liabilities 2023: $94,142,938Net Assets 2023: $6,962,5022023Assets 2024: $110,321,533Liabilities 2024: $102,468,914Net Assets 2024: $7,852,6192024

Highlighted filing

2019

Assets$57,193,053
Liabilities$50,588,262
Net Assets$6,604,791
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2011: $2,309,484Expenses 2011: $2,186,229Net Income 2011: $123,2552011Expenses 2012: $2,182,2772012Revenue 2013: $2,225,650Expenses 2013: $2,053,595Net Income 2013: $172,0552013Revenue 2014: $2,194,005Expenses 2014: $2,022,656Net Income 2014: $171,3492014Revenue 2015: $2,278,487Expenses 2015: $1,942,197Net Income 2015: $336,2902015Revenue 2016: $2,351,598Expenses 2016: $2,100,923Net Income 2016: $250,6752016Revenue 2017: $2,761,886Expenses 2017: $2,377,095Net Income 2017: $384,7912017Revenue 2018: $3,176,985Expenses 2018: $2,713,200Net Income 2018: $463,7852018Revenue 2019: $3,508,460Expenses 2019: $2,889,148Net Income 2019: $619,3122019Revenue 2020: $3,498,180Expenses 2020: $2,825,356Net Income 2020: $672,8242020Revenue 2021: $3,560,919Expenses 2021: $2,937,572Net Income 2021: $623,3472021Revenue 2022: $4,316,141Expenses 2022: $3,455,718Net Income 2022: $860,4232022Revenue 2023: $5,561,437Expenses 2023: $4,568,849Net Income 2023: $992,5882023Revenue 2024: $6,745,787Expenses 2024: $5,980,703Net Income 2024: $765,0842024

Highlighted filing

2019

Revenue$3,508,460
Expenses$2,889,148
Net Income$619,312
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.0
Gross Receipts
$3,508,460
Mission and Program Overview

Mission

To empower members to achieve their financial goals.

Our mission statement is to empower members to achieve their financial goals. Our members include the AdventHealth employees, AdventHealth medical staff, AdventHealth auxilians, employees and retirees of AdventHealth, employees and retirees of Florida conference and southeastern conference of Seventh-Day Adventist, faculty, staff, and students of AdventHealth University, Seventh-Day Adventists church members that live, work, or worship in Florida and immediate family of existing members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$35,021,671$41,507,181▲ $6,485,510
Investments in Publicly Traded Securities$15,763,009$13,431,777▼ $2,331,232
Cash and Non-Interest-Bearing Accounts$790,973$752,579▼ $38,394
Receivables From Officers Etc$586,657$373,998▼ $212,659
Accounts Receivable$277,425$227,432▼ $49,993
Land, Buildings, and Equipment, Net$230,809$174,829▼ $55,980
Prepaid Expenses and Deferred Charges$52,354$110,175▲ $57,821
Total Assets$53,299,013$57,193,053▲ $3,894,040
Other Assets Total$576,115$615,082▲ $38,967
Liabilities
Other Liabilities$44,152,285$48,854,966▲ $4,702,681
Accounts Payable and Accrued Expenses$3,293,709$1,733,296▼ $1,560,413
Total Liabilities$47,445,994$50,588,262▲ $3,142,268
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,853,019$6,604,791▲ $751,772
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,853,019$6,604,791▲ $751,772
Total Liabilities and Net Assets / Fund Balance$53,299,013$57,193,053▲ $3,894,040

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$41,293$336,112$0
Leasehold Improvements$133,536$301,994$0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
John MartinPresident/CEOFT$117,000$117,000

Board Members and Trustees

NameTitle
Patrick DeeganChair of the Board
Danny MyersSupervisory Committee Chair
Kathy ReepVice Chair of the Board
Karen SchimpfBoard Member
Kristin UlanoffBoard Member
Sheryl DoddsBoard Member
William T CochranBoard Member
Greg EdrisSecretary of the Board
Cecil LowryTreasurer of the Board
Albert LeeSupervisory Committee
Armando TagalogSupervisory Committee
Kelley MoringSupervisory Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,170,173
Investment Income
$338,287
Other Revenue
$0
Change in Net Assets
$619,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,603,124
Salaries, Compensation, and Employee Benefits$1,286,024
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,001,202
Information Technology---$428,493
Interest---$303,231
Current Officers, Directors, Trustees, and Key Employees---$117,000
Payroll Taxes---$87,228
Depreciation Depletion---$79,246
Fees for Services Accounting---$60,933
Office Expenses---$58,330
Pension Plan Contributions---$47,176
Occupancy---$42,743
Other Employee Benefits---$33,418
Conferences and Meetings---$31,025
Other Expenses---$29,462
Insurance---$25,621
Fees for Services Legal---$13,974
Advertising---$7,476
All Other Expenses---$4,408
Travel---$1,770
Total Functional Expenses$0$0$0$2,889,148
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$586,657$373,998▼ $212,659
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Primary Shares$25,109,203
Share Money Market$9,953,487
Share Drafts$7,381,490
Share Certificates$5,208,368
Nonmember Certificates$747,000
Savers Choice$288,371
Christmas Clubs$161,204
Escrow Club$5,843
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union members are those who have a minimum of $5.00 in the share savings account. The is a requirement for membership.”

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

“The members of the credit union elect the board members once a year at the annual meeting.”

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

“Members can request a copy of the return in writing based on the Members Access to Records Policy or can access the return online.”

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

“Any Employee, director or committee member from this credit union who is offered, receives or anticipates receiving anything of value will disclose it to the credit union supervisory committee or designated official for this purpose. The supervisory committee will keep written records of the disclosures. Annual CPA Audit: Employees are questioned about any conflict of interest and any issues that may arise are turned over from the CPA firm to the supervisory committee.”

Form 990, Part VI, Section B, Line 15

“Peer salary survey data and performance evaluations are used to determine compensation. Compensation is determine and reviewed annually for the CEO by the Board of Directors. Senior Management employees receive annual evaluations by the CEO.”

Form 990, Part VI, Section C, Line 19

“The credit union has a Member Access to Records Policy. Requests are made in writing and forwarded to the CEO for review prior to releasing information. Financial Statements are posted monthly at each branch location and the public has access to review quarterly call report information online at www.NCUA.gov.”

Filing and Contact Details

Filer

Filer Name
State Chartered Credit Union in Florida
EIN
59-1022425
Phone
4073031527
Address
351 S State Road 434 Suite 1009, Altamonte Springs, FL 32714
Doing Business As
AdventHealth Credit Union

Signing Officer

Name
Adam Neusaenger
Title
Chief Financial Officer
Phone
4073035700
Signed
2020-10-26

Organization Details

Principal Officer
John W Martin
Formed
1955
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
9,718
Employees
20
Volunteers
9
Raw XML AppendixShowing 400 of 497 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/Form990PartVIISectionAGrp/PersonNm0JOHN MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm1William T Cochran
IRS990/Form990PartVIISectionAGrp/PersonNm2Patrick Deegan
IRS990/Form990PartVIISectionAGrp/PersonNm3Kathy Reep
IRS990/Form990PartVIISectionAGrp/PersonNm4Cecil Lowry
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IRS990/Form990PartVIISectionAGrp/PersonNm9Armando Tagalog
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Supervisory Committee Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Supervisory Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Supervisory Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Supervisory Committee Member
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IRS990/InsuranceGrp/TotalAmt025621
IRS990/InterestGrp/TotalAmt0303231
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0338287
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0338287
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015763009
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013431777
IRS990/IRPDocumentCnt02679
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0638106
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0230809
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0174829
IRS990/LandBldgEquipCostOrOtherBssAmt0812935
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To empower members to achieve their financial goals.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05853019
IRS990/NetAssetsOrFundBalancesEOYAmt06604791
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0132460
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05853019
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06604791
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt042743
IRS990/OfficeExpensesGrp/TotalAmt058330
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0576115
IRS990/OtherAssetsTotalGrp/EOYAmt0615082
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033418
IRS990/OtherExpensesGrp/Desc0Provision Expense
IRS990/OtherExpensesGrp/Desc1Loan Servicing Expense
IRS990/OtherExpensesGrp/Desc2Other Outside & Professional Expense
IRS990/OtherExpensesGrp/TotalAmt0196470
IRS990/OtherExpensesGrp/TotalAmt1319942
IRS990/OtherExpensesGrp/TotalAmt229462
IRS990/OtherLiabilitiesGrp/BOYAmt044152285
IRS990/OtherLiabilitiesGrp/EOYAmt048854966
IRS990/OtherOrganizationDsc0Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01001202
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt035021671
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt041507181
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt087228
IRS990/PensionPlanContributionsGrp/TotalAmt047176
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052354
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0110175
IRS990/PrincipalOfficerNm0John W Martin
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/Desc0Loan Interest Income
IRS990/ProgramServiceRevenueGrp/Desc1Fees/Charges/Other Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02083596
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11086577
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02083596
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11086577
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0343533
IRS990/PYOtherExpensesAmt01593256
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02833452
IRS990/PYRevenuesLessExpensesAmt0463785
IRS990/PYSalariesCompEmpBnftPaidAmt01119944
IRS990/PYTotalExpensesAmt02713200
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03176985
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0586657
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0373998
IRS990/ReconcilationRevenueExpnssAmt0619312
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt041293
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0336112
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0377405
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0133536
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0301994
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0435530
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07381490
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125109203
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2161204
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3288371
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt45843
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt59953487
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt65208368
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt7747000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Share Drafts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Primary Shares
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Christmas Clubs
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SAVERS CHOICE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ESCROW CLUB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5SHARE MONEY MARKET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6SHARE CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7NONMEMBER CERTIFICATES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0174829
IRS990ScheduleD/TotalLiabilityAmt048854966
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0274097
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt123455
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt243052
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt314507
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt418887
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd31
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd41
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd30
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd40
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Home Mortgage
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Auto Loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2Home Equity Line of Credit
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3Auto Loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4Auto Loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0311200
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt157999
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt255000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt319900
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt420386
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Kathryn Reep
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Gregory Edris
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2Gregory Edris
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm3Albert Lee
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm4Albert Lee
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Board of Directors
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2Board of Directors
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt3Supervisory Committee Member
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt4Supervisory Committee Member
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,193,053
Liabilities
$50,588,262
Net assets
$6,604,791
Revenue
$3,508,460
Expenses
$2,889,148
Net income
$619,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$102$7.85$6.75$5.98$0.77
2023Summary only. Only limited summary data is available for this year.$101$94.1$6.96$5.56$4.57$0.99
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.1$89.2$5.87$4.32$3.46$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.3$79.7$7.67$3.56$2.94$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.0$65.7$7.35$3.50$2.83$0.67
2019Detailed filing. Detailed filing data is available for this year.$57.2$50.6$6.60$3.51$2.89$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.3$47.4$5.85$3.18$2.71$0.46
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.1$42.7$5.43$2.76$2.38$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.2$42.1$5.06$2.35$2.10$0.25
2015Detailed filing. Detailed filing data is available for this year.$47.1$42.3$4.81$2.28$1.94$0.34
2014Detailed filing. Detailed filing data is available for this year.$42.1$37.7$4.47$2.19$2.02$0.17
2013Detailed filing. Detailed filing data is available for this year.$40.5$36.2$4.30$2.23$2.05$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.5$35.3$4.13$2.18
2011Summary only. Only limited summary data is available for this year.$37.4$33.3$4.10$2.31$2.19$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)14 • $50M-$100M nonprofits