Civic Intelligence

State Chartered Credit Unions in Florida

990 • Fiscal year 2017 • EIN 59-1022425

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 27, 2018

Organization Profilewww.fhcu.cc
115 Boston Ave STE 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

61st percentile

0.89x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

15.46x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

77th percentile

$125,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

17%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$48,122,150

Up $942,625 (+2.0%) from 2016

Net Assets

Up

$5,429,420

Up $367,570 (+7.3%) from 2016

Liabilities

Up

$42,692,730

Up $575,055 (+1.4%) from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin72nd percentile

Revenue

Up

$2,761,886

Up $410,288 (+17%) from 2016

Expenses

Up

$2,377,095

Up $276,172 (+13%) from 2016

Net Income

Up

$384,791

Up $134,116 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2017

Assets$48,122,150
Liabilities$42,692,730
Net Assets$5,429,420
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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

2017

Revenue$2,761,886
Expenses$2,377,095
Net Income$384,791
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 27, 2018
Return Version
2017v2.0
Gross Receipts
$2,761,886
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
Other Notes and Loans Receivable, Net$20,380,800$29,736,057▲ $9,355,257
Investments in Publicly Traded Securities$24,311,901$16,089,237▼ $8,222,664
Cash and Non-Interest-Bearing Accounts$1,174,252$544,359▼ $629,893
Receivables From Officers Etc$278,639$429,247▲ $150,608
Accounts Receivable$13,047$403,615▲ $390,568
Land, Buildings, and Equipment, Net$463,052$331,303▼ $131,749
Prepaid Expenses and Deferred Charges$46,320$64,337▲ $18,017
Receivable From Disqualified Prsn$0--
Total Assets$47,179,525$48,122,150▲ $942,625
Other Assets Total$511,514$523,995▲ $12,481
Liabilities
Other Liabilities$41,392,172$41,868,868▲ $476,696
Accounts Payable and Accrued Expenses$725,503$823,862▲ $98,359
Total Liabilities$42,117,675$42,692,730▲ $575,055
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,999,571$4,367,141▲ $367,570
Unrestricted Net Assets$1,062,279$1,062,279→ $0
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$5,061,850$5,429,420▲ $367,570
Total Liabilities and Net Assets / Fund Balance$47,179,525$48,122,150▲ $942,625

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$331,303$497,946$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John MartinPresident/CEOFT$125,000$125,000

Board Members and Trustees

NameTitle
Patrick DeeganChair of the Board
Danny MyersSupervisory Committee Chair
Kathy ReepVice Chair of the Board
Don BartlettBoard Member
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
$2,416,409
Investment Income
$345,477
Other Revenue
$0
Change in Net Assets
$384,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,342,800
Salaries, Compensation, and Employee Benefits$1,034,295
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$763,657
Information Technology---$347,195
Current Officers, Directors, Trustees, and Key Employees---$125,000
Depreciation Depletion---$115,487
Office Expenses---$92,120
Interest---$76,116
Payroll Taxes---$74,133
Fees for Services Accounting---$51,313
Occupancy---$46,515
Pension Plan Contributions---$41,856
Other Expenses---$31,104
Other Employee Benefits---$29,649
Insurance---$24,776
Fees for Services Legal---$19,489
Conferences and Meetings---$15,891
Advertising---$8,950
All Other Expenses---$8,443
Travel---$3,638
Total Functional Expenses$0$0$0$2,377,095
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$278,639$429,247▲ $150,608
Receivables from Disqualified Persons$0--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Primary Shares$27,222,730
Money Market$7,352,081
Share Drafts$5,769,811
Certificates of Deposit$1,010,397
Christmas Club$256,924
Savers Choice$250,622
Escrow Club$6,303
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 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 unions members are those who have a minimum of $5.00 in the share savings account. This 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 of the Members 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 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 Unions in Florida
EIN
59-1022425
Phone
4073035700
Address
115 Boston Ave STE 2400, Altamonte Springs, FL 32701
Doing Business As
Florida Hospital Credit Union

Signing Officer

Name
Adam Neusaenger
Title
Controller
Phone
4073035700
Signed
2018-09-27

Organization Details

Principal Officer
John W Martin
Formed
1955
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9,870
Employees
23
Volunteers
9
Raw XML AppendixShowing 400 of 508 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/PersonNm11Sheryl Dodds
IRS990/Form990PartVIISectionAGrp/PersonNm12Kelley Moring
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN MARTIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Supervisory Committee
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Supervisory Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0347195
IRS990/InsuranceGrp/TotalAmt024776
IRS990/InterestGrp/TotalAmt076116
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0345477
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0345477
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024311901
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016089237
IRS990/IRPDocumentCnt01115
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0497946
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0463052
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0331303
IRS990/LandBldgEquipCostOrOtherBssAmt0829249
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/NetAssetsOrFundBalancesBOYAmt05061850
IRS990/NetAssetsOrFundBalancesEOYAmt05429420
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-17221
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt046515
IRS990/OfficeExpensesGrp/TotalAmt092120
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0511514
IRS990/OtherAssetsTotalGrp/EOYAmt0523995
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029649
IRS990/OtherExpensesGrp/Desc0Total Provision Expense
IRS990/OtherExpensesGrp/Desc1Loan Servicing Expense
IRS990/OtherExpensesGrp/Desc2Other Professional Expense
IRS990/OtherExpensesGrp/TotalAmt0242776
IRS990/OtherExpensesGrp/TotalAmt1258987
IRS990/OtherExpensesGrp/TotalAmt231104
IRS990/OtherLiabilitiesGrp/BOYAmt041392172
IRS990/OtherLiabilitiesGrp/EOYAmt041868868
IRS990/OtherOrganizationDsc0Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0763657
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt020380800
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt029736057
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt074133
IRS990/PensionPlanContributionsGrp/TotalAmt041856
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046320
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064337
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/RelatedOrExemptFuncIncomeAmt01364673
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11051736
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01364673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11051736
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0337637
IRS990/PYOtherExpensesAmt01186906
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02013961
IRS990/PYRevenuesLessExpensesAmt0250675
IRS990/PYSalariesCompEmpBnftPaidAmt0914017
IRS990/PYTotalExpensesAmt02100923
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02351598
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0278639
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0429247
IRS990/ReconcilationRevenueExpnssAmt0384791
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/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0331303
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0497946
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0829249
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05769811
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt127222730
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2256924
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3250622
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt46303
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt57352081
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt61010397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Share Drafts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Primary Shares
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Christmas Club
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Savers Choice
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Escrow Club
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Money Market
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6Certificates of Deposit
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0331303
IRS990ScheduleD/TotalLiabilityAmt041868868
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0308435
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt141819
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt248566
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt311060
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt47517
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt511849
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/LoanPurposeTxt0Mortgage
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Auto Loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2Home Equity Line of Credit
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3Auto Loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4Auto Loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt5Personal Loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0311200
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt157999
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt255000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt323368
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt414951
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt515053
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Kathryn Reep
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Gregory Edris
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2Gregory Edris
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm3Donald Bartlett
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm4Donald Barlett
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm5Donald Bartlett

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,122,150
Liabilities
$42,692,730
Net assets
$5,429,420
Revenue
$2,761,886
Expenses
$2,377,095
Net income
$384,791
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)14 • $25M-$50M nonprofits