Civic Intelligence

State Chartered Credit Unions in Florida

990 • Fiscal year 2014 • EIN 59-1022425

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

Organization Profilewww.fhcu.cc
115 Boston AveSte 2400Altamonte Springs, FL 32701

(407) 303-5700

Siviq Scores

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

Liabilities / Assets

65th percentile

0.89x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

17.17x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2014

Net Margin

52nd percentile

7.8%

Higher net margin than 52% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$94,500

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2014

Asset Growth

71st percentile

4.1%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

-1.4%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$42,144,355

Up $1,669,227 (+4.1%) from 2013

Net Assets

Up

$4,472,624

Up $171,349 (+4.0%) from 2013

Liabilities

Up

$37,671,731

Up $1,497,878 (+4.1%) from 2013

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin52nd percentile

Revenue

Down

$2,194,005

Down $31,645 (-1.4%) from 2013

Expenses

Down

$2,022,656

Down $30,939 (-1.5%) from 2013

Net Income

Down

$171,349

Down $706 (-0.4%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2014

Assets$42,144,355
Liabilities$37,671,731
Net Assets$4,472,624
Open 2014 Filing

Operations Trend

Revenue Growth43rd 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

2014

Revenue$2,194,005
Expenses$2,022,656
Net Income$171,349
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$2,194,005
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 Florida Hospital employees, Florida Hospital medical staff, Florida Hospital auxilians, employees and retirees of Adventist Health Systems, employees and retirees of Florida conference and southeastern conference of Seventh-Day Adventist, faculty, staff, and students of Adventist University of Health Sciences, Seventh-Day Adventists church members that live, work, or worship in Orange and Seminole Counties and immediate family of existing members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,947,849$21,375,742▲ $1,427,893
Other Notes and Loans Receivable, Net$18,241,055$18,399,786▲ $158,731
Cash and Non-Interest-Bearing Accounts$841,221$1,144,242▲ $303,021
Land, Buildings, and Equipment, Net$369,478$317,443▼ $52,035
Receivables From Officers Etc$519,444$260,256▼ $259,188
Accounts Receivable$104,906$182,086▲ $77,180
Prepaid Expenses and Deferred Charges$18,684$21,581▲ $2,897
Savings and Temporary Cash Investments$0--
Pledges and Grants Receivable$0--
Receivable From Disqualified Prsn$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Total Assets$40,475,128$42,144,355▲ $1,669,227
Other Assets Total$432,491$443,219▲ $10,728
Liabilities
Other Liabilities$35,699,641$37,156,438▲ $1,456,797
Accounts Payable and Accrued Expenses$474,212$515,293▲ $41,081
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$36,173,853$37,671,731▲ $1,497,878
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,238,996$3,410,345▲ $171,349
Unrestricted Net Assets$1,062,279$1,062,279→ $0
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$4,301,275$4,472,624▲ $171,349
Total Liabilities and Net Assets / Fund Balance$40,475,128$42,144,355▲ $1,669,227

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$154,658$399,709$0
Leasehold Improvements$162,785$382,386$0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Eric LawsonPresident and CEOFT$94,500$94,500

Board Members and Trustees

NameTitle
Patrick DeeganChair of the Board
Danny MyersSupervisory Committee Chair
Kathy ReepVice Chair of the Board
Alric Simmonds JrBoard Member
Brad KrygierBoard Member
Don BartlettBoard Member
Greg EdrisBoard Member
Karen SchimpfBoard Member
Kristin UlanoffSecretary of the Board
Cecil LowryTreasurer of the Board
Albert LeeSupervisory Committee
Armando TagalogSupervisory Committee
Bud Hetterle JrSupervisory Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,945,187
Investment Income
$248,818
Other Revenue
$0
Change in Net Assets
$171,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,199,111
Salaries, Compensation, and Employee Benefits$823,545
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$612,683
Information Technology---$311,313
Current Officers, Directors, Trustees, and Key Employees---$94,500
Interest---$87,174
Office Expenses---$79,035
Depreciation Depletion---$69,293
Payroll Taxes---$58,035
All Other Expenses---$47,713
Insurance---$39,508
Occupancy---$37,439
Pension Plan Contributions---$34,061
Fees for Services Accounting---$29,405
Other Expenses---$27,443
Other Employee Benefits---$24,266
Fees for Services Legal---$15,597
Conferences and Meetings---$6,055
Advertising---$3,599
Travel---$2,825
Total Functional Expenses$0$0$0$2,022,656
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$519,444$260,256▼ $259,188
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares/Clubs/Share Drafts$28,978,604
Member MMA & Share Certificates$8,177,834
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 6

“Every person who opens an account with the Credit union deposits $25 is considered a member.”

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

“Elections for expiring term board members are held annually at the credit union annual membership meeting during the 1st quarter of each year.”

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

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

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

“Conflict of Interest Policy: 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 frim 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 determined 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 Member Access to Records Policy. Requests are made in writing and forwarded to the CEO for review prior to releasing information. Financial States 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 Unions in Florida
EIN
59-1022425
Phone
4073035700
Address
115 Boston Ave, STE 2400, Altamonte Springs, FL 32701

Signing Officer

Name
Adam Neusaenger
Title
Accountant
Phone
4073035700
Signed
2015-08-11

Organization Details

Principal Officer
John W Martin
Formed
1955
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
8,847
Employees
18
Volunteers
13
Raw XML AppendixShowing 400 of 518 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/PersonNm2Cecil Lowry
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IRS990/Form990PartVIISectionAGrp/PersonNm6Don Bartlett
IRS990/Form990PartVIISectionAGrp/PersonNm7Brad Krygier
IRS990/Form990PartVIISectionAGrp/PersonNm8Alric Simmonds Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9Danny Myers
IRS990/Form990PartVIISectionAGrp/PersonNm10Bud Hetterle Jr
IRS990/Form990PartVIISectionAGrp/PersonNm11Armando Tagalog
IRS990/Form990PartVIISectionAGrp/PersonNm12Albert Lee
IRS990/Form990PartVIISectionAGrp/PersonNm13Eric Lawson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Supervisory Committee Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Supervisory Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Supervisory Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Supervisory Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt13President and CEO
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02194005
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08847
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0311313
IRS990/InsuranceGrp/TotalAmt039508
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/InterestGrp/TotalAmt087174
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0248818
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0248818
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019947849
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021375742
IRS990/IRPDocumentCnt01230
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0782095
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0369478
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0317443
IRS990/LandBldgEquipCostOrOtherBssAmt01099538
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04301275
IRS990/NetAssetsOrFundBalancesEOYAmt04472624
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt037439
IRS990/OfficeExpensesGrp/TotalAmt079035
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0432491
IRS990/OtherAssetsTotalGrp/EOYAmt0443219
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024266
IRS990/OtherExpensesGrp/Desc0Provision for Loan Losses
IRS990/OtherExpensesGrp/Desc1Loan Servicing Expense
IRS990/OtherExpensesGrp/Desc2Other Professional Expense
IRS990/OtherExpensesGrp/TotalAmt0237932
IRS990/OtherExpensesGrp/TotalAmt1204780
IRS990/OtherExpensesGrp/TotalAmt227443
IRS990/OtherLiabilitiesGrp/BOYAmt035699641
IRS990/OtherLiabilitiesGrp/EOYAmt037156438
IRS990/OtherOrganizationDsc0Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0612683
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt018241055
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt018399786
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt058035
IRS990/PensionPlanContributionsGrp/TotalAmt034061
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018684
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021581
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/RelatedOrExemptFuncIncomeAmt01079606
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1865581
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01079606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1865581
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYInvestmentIncomeAmt0228875
IRS990/PYOtherExpensesAmt01203541
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01996775
IRS990/PYRevenuesLessExpensesAmt0172055
IRS990/PYSalariesCompEmpBnftPaidAmt0850054
IRS990/PYTotalExpensesAmt02053595
IRS990/PYTotalRevenueAmt02225650
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0519444
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0260256
IRS990/ReconcilationRevenueExpnssAmt0171349
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/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0154658
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0399709
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0554367
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0162785
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0382386
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0545171
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028978604
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18177834
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Member Shares/Clubs/Share Drafts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Member MMA & Share Certificates
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0317443
IRS990ScheduleD/TotalLiabilityAmt037156438
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt098208
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt123198
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt215680
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt389792
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt422458
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt510920
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd31
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd41
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd51
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd30
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd40
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd50
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd5X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0HOME EQUITY LINE OF CREDIT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1NEW AUTO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2FIRST MORTGAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3FIRST MORTGAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4USED AUTO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt5PERSONAL LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0100000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt138306
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt2164903
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt3134500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt423368
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt519066
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0KATHRYN REEP

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,144,355
Liabilities
$37,671,731
Net assets
$4,472,624
Revenue
$2,194,005
Expenses
$2,022,656
Net income
$171,349
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2014 filings • 501(c)14 • $25M-$50M nonprofits