Civic Intelligence

State Chartered Credit Unions in Florida Adventhealth Credit Union

990 • Fiscal year 2021 • EIN 59-1022425

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization ProfileWWW.AHCU.CC
351 S State Road 434 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

76th percentile

0.91x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

22.37x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2021

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$204,467

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2021

Asset Growth

96th percentile

20%

Faster asset growth than 96% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

1.8%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$87,334,618

Up $14,333,711 (+20%) from 2020

Net Assets

Up

$7,668,002

Up $320,564 (+4.4%) from 2020

Liabilities

Up

$79,666,616

Up $14,013,147 (+21%) from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin68th percentile

Revenue

Up

$3,560,919

Up $62,739 (+1.8%) from 2020

Expenses

Up

$2,937,572

Up $112,216 (+4.0%) from 2020

Net Income

Down

$623,347

Down $49,477 (-7.4%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2021

Assets$87,334,618
Liabilities$79,666,616
Net Assets$7,668,002
Open 2021 Filing

Operations Trend

Revenue Growth58th 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

2021

Revenue$3,560,919
Expenses$2,937,572
Net Income$623,347
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Gross Receipts
$3,560,919
Mission and Program Overview

Mission

Our mission is to empower members to achieve their financial goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$49,814,666$57,814,692▲ $8,000,026
Investments in Publicly Traded Securities$6,581,527$13,908,087▲ $7,326,560
Savings and Temporary Cash Investments$10,380,611$10,667,862▲ $287,251
Rtn Earn Endowment Incm Other Fnds$7,347,438$7,668,002▲ $320,564
Investments Other Securities$2,913,670$1,883,070▼ $1,030,600
Cash and Non-Interest-Bearing Accounts$1,108,289$1,070,330▼ $37,959
Land, Buildings, and Equipment, Net$783,087$698,143▼ $84,944
Accounts Receivable$660,439$426,832▼ $233,607
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$73,000,907$87,334,618▲ $14,333,711
Other Assets Total$758,618$865,602▲ $106,984
Liabilities
Other Liabilities$60,390,469$75,634,777▲ $15,244,308
Accounts Payable and Accrued Expenses$5,263,000$4,031,839▼ $1,231,161
Total Liabilities$65,653,469$79,666,616▲ $14,013,147
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,347,438$7,668,002▲ $320,564
Total Liabilities and Net Assets / Fund Balance$73,000,907$87,334,618▲ $14,333,711

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$566,019$339,210$905,229
Equipment$132,124$269,185$401,309
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John W MartinPresident/chief ExecutiveFT$154,889$49,578$204,467
John Adam NeusaegerChief Financial OfficerFT$93,276$21,122$114,398

Board Members and Trustees

NameTitle
Patrick DeeganChair
Kathy ReepVice Chair
Abel BiriDirector
Kristin UlanoffDirector
Sheryl MoorheadDirector
Tim CookDirector
William CochranDirector
Gregory EdrisSecretary
Daniel MyersSupervisory Committee Chai
Albert LeeSupervisory Committee Memb
Armando TagalogSupervisory Committee Memb
Kelley MoringSupervisory Committee Memb
Cecil LowryTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cu AnswersCore Processing6000 28TH ST SE SUITE 100, Grand Rapids, MI 49546$235,601
WorldpayDebit/credit Processing8500 GOVERNORS HILL DR, Cincinnati, OH 45429$226,048
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,297,402
Investment Income
$263,517
Other Revenue
$0
Change in Net Assets
$623,347

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,560,919
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,560,919
Total Revenue per Form 990
$3,560,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,595,495
Other Expenses$1,342,077
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,089,875
Current Officers, Directors, Trustees, and Key Employees---$318,865
Information Technology---$280,373
Interest---$258,971
Depreciation Depletion---$117,276
Payroll Taxes---$110,836
Occupancy---$81,324
Fees for Services Accounting---$66,258
Office Expenses---$63,683
Pension Plan Contributions---$44,440
Conferences and Meetings---$36,783
Other Employee Benefits---$31,479
Insurance---$26,619
Fees for Services Legal---$11,990
Advertising---$3,419
Other Expenses---$906
Travel---$580
Total Functional Expenses$0$0$0$2,937,572

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,937,572
Total Expenses per Audited Statements$2,937,572
Total Expenses per Form 990$2,937,572
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Primary Shares$36,078,449
Share Money Market$17,353,218
Share Drafts$14,743,205
Share Certificates$6,396,000
Savers Choice$552,161
Traditional Ira Savings$221,770
Christmas Clubs$207,967
Traditional Ira Cd$61,731
Escrow Club$20,276
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union has members. Members are required to maintain a minimum balance of $5.00 on deposit in a share account.”

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

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

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

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

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

“A third party cpa firm is used to complete the return. A draft return is presented to the cfo and the ceo for review. Once review of the draft is completed and any corrections are made, the return is filed.”

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.”

Form 990, Part VI, Section B, Line 15

“Peer salary survey data and performance evaluations are used to determine compensation. Compensation for the ceo is determined/reviewed by the board of directors annually. 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 record policy in place. 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 the quarterly call report online at www.ncua.gov.”

Filing and Contact Details

Filer

Filer Name
State Chartered Credit Unions in Florida
EIN
59-1022425
Phone
4073031527
Address
351 S STATE ROAD 434 1009, ALTAMONTE SPRINGS, FL 32714
Doing Business As
Adventhealth Credit Union

Signing Officer

Name
Adam Neusaenger
Title
CFO
Phone
4073031527
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John W Martin
Formed
1955
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
23
Volunteers
13

Preparer

Firm
Doeren Mayhew
Address
12060 S W 129TH COURT STE 201, MIAMI, FL 33186-4582
Preparer
Douglas J Orth
Phone
3052328272
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Ira cd's were added in 2021.”

FORM 990, PART XII, LINE 2C:

“There were no changes in the process of the committee that assumes responsibility of the oversight of the audit and selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt from most federal, state and local income taxes under the provisions of the internal revenue code (irc) and state tax laws. However, irc section 511 imposes a tax on the unrelated business income derived by state-chartered credit unions. Generally, these taxes are insignificant to the credit union.”

Raw XML AppendixShowing 400 of 477 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05263000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04031839
IRS990/AccountsReceivableGrp/BOYAmt0660439
IRS990/AccountsReceivableGrp/EOYAmt0426832
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO EMPOWER MEMBERS TO ACHIEVE THEIR FINANCIAL GOALS.
IRS990/AdvertisingGrp/TotalAmt03419
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0ADAM NEUSAENGER
IRS990/BooksInCareOfDetail/PhoneNum04073257670
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0351 S STATE ROAD 434 SUITE 1009
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALTAMONTE SPRINGS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032714
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01108289
IRS990/CashNonInterestBearingGrp/EOYAmt01070330
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0318865
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt036783
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0235601
IRS990/ContractorCompensationGrp/CompensationAmt1226048
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt06000 28TH ST SE SUITE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18500 GOVERNORS HILL DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0GRAND RAPIDS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1CINCINNATI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd049546
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd145429
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CU ANSWERS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1WORLDPAY
IRS990/ContractorCompensationGrp/ServicesDesc0CORE PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc1DEBIT/CREDIT PROCESSING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0263517
IRS990/CYOtherExpensesAmt01342077
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03297402
IRS990/CYRevenuesLessExpensesAmt0623347
IRS990/CYSalariesCompEmpBnftPaidAmt01595495
IRS990/CYTotalExpensesAmt02937572
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03560919
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0117276
IRS990/Desc0SHARES - THE CREDIT UNION HAS OVER 17,603 SHARE ACCOUNTS THAT HAVE AN AGGREGATE BALANCE OVER $75 MILLION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ADVENTHEALTH CREDIT UNION
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt023
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt066258
IRS990/FeesForServicesLegalGrp/TotalAmt011990
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1325551
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1421122
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICK DEEGAN
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY REEP
IRS990/Form990PartVIISectionAGrp/PersonNm2GREGORY EDRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3CECIL LOWRY
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM COOK
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM COCHRAN
IRS990/Form990PartVIISectionAGrp/PersonNm6ABEL BIRI
IRS990/Form990PartVIISectionAGrp/PersonNm7KRISTIN ULANOFF
IRS990/Form990PartVIISectionAGrp/PersonNm8SHERYL MOORHEAD
IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm10ALBERT LEE
IRS990/Form990PartVIISectionAGrp/PersonNm11KELLEY MORING
IRS990/Form990PartVIISectionAGrp/PersonNm12ARMANDO TAGALOG
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN W MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN ADAM NEUSAEGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13178916
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1493276
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SUPERVISORY COMMITTEE CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPERVISORY COMMITTEE MEMB
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPERVISORY COMMITTEE MEMB
IRS990/Form990PartVIISectionAGrp/TitleTxt12SUPERVISORY COMMITTEE MEMB
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CHIEF EXECUTIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03560919
IRS990/GroupExemptionNum02106
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0280373
IRS990/InsuranceGrp/TotalAmt026619
IRS990/InterestGrp/TotalAmt0258971
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0263517
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0263517
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02913670
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01883070
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06581527
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013908087
IRS990/IRPDocumentCnt01848
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0608395
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0783087
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0698143
IRS990/LandBldgEquipCostOrOtherBssAmt01306538
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO EMPOWER MEMBERS TO ACHIEVE THEIR FINANCIAL GOALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07347438
IRS990/NetAssetsOrFundBalancesEOYAmt07668002
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-302783
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt081324
IRS990/OfficeExpensesGrp/TotalAmt063683
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0758618
IRS990/OtherAssetsTotalGrp/EOYAmt0865602
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031479
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING
IRS990/OtherExpensesGrp/Desc1OTHER PROFESSIONAL EXPE
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt0339264
IRS990/OtherExpensesGrp/TotalAmt140496
IRS990/OtherExpensesGrp/TotalAmt214135
IRS990/OtherExpensesGrp/TotalAmt3906
IRS990/OtherLiabilitiesGrp/BOYAmt060390469
IRS990/OtherLiabilitiesGrp/EOYAmt075634777
IRS990/OtherSalariesAndWagesGrp/TotalAmt01089875
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt049814666
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt057814692
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0110836
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt044440
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN W MARTIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2520000
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME ON LOA
IRS990/ProgramServiceRevenueGrp/Desc1FEES/CHARGES/OTHR INCO
IRS990/ProgramServiceRevenueGrp/Desc2UNRELATED BUSINESS INC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02150781
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11119158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02150781
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11119158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt227463
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt027463
IRS990/ProgSrvcAccomActy2Grp/Desc0LOANS - THE CREDIT HAS OVER 5,000 LOAN ACCOUNTS THAT HAVE AN AGGREGATE BALANCE OVER $58 MILLION.
IRS990/ProgSrvcAccomActy3Grp/Desc0FINANCIAL SERVICES - THE CREDIT UNION OFFERS A VARIETY OF FINANCIAL SERVICES FOR ITS MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0248023
IRS990/PYOtherExpensesAmt01549577
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03250157
IRS990/PYRevenuesLessExpensesAmt0672824
IRS990/PYSalariesCompEmpBnftPaidAmt01275779
IRS990/PYTotalExpensesAmt02825356
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03498180
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0623347
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07347438
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07668002
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010380611
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010667862
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0132124
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0269185
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0401309
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02937572
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0566019
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0339210
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0905229
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014743205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt136078449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2207967
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3552161
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt420276
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt517353218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt66396000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt7221770
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt861731
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/Desc7TRADITIONAL IRA SAVINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8TRADITIONAL IRA CD
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03560919
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT FROM MOST FEDERAL, STATE AND LOCAL INCOME TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE (IRC) AND STATE TAX LAWS. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON THE UNRELATED BUSINESS INCOME DERIVED BY STATE-CHARTERED CREDIT UNIONS. GENERALLY, THESE TAXES ARE INSIGNIFICANT TO THE CREDIT UNION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0698143
IRS990ScheduleD/TotalExpensesPerForm990Amt02937572
IRS990ScheduleD/TotalLiabilityAmt075634777
IRS990ScheduleD/TotalRevenuePerForm990Amt03560919
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03560919
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02937572
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0154889
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount024027
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN W MARTIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CHIEF EXECUTIVE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0204467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRA CD'S WERE ADDED IN 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION HAS MEMBERS. MEMBERS ARE REQUIRED TO MAINTAIN A MINIMUM BALANCE OF $5.00 ON DEPOSIT IN A SHARE ACCOUNT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE CREDIT UNION ELECT THE MEMBERS OF THE BOARD OF DIRECTORS ONCE A YEAR AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE CREDIT UNION ELECT THE MEMBERS OF THE BOARD OF DIRECTORS ONCE A YEAR AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A THIRD PARTY CPA FIRM IS USED TO COMPLETE THE RETURN. A DRAFT RETURN IS PRESENTED TO THE CFO AND THE CEO FOR REVIEW. ONCE REVIEW OF THE DRAFT IS COMPLETED AND ANY CORRECTIONS ARE MADE, THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PEER SALARY SURVEY DATA AND PERFORMANCE EVALUATIONS ARE USED TO DETERMINE COMPENSATION. COMPENSATION FOR THE CEO IS DETERMINED/REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY. SENIOR MANAGEMENT EMPLOYEES RECEIVE ANNUAL EVALUATIONS BY THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE CREDIT UNION HAS A MEMBER ACCESS TO RECORD POLICY IN PLACE. 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 THE QUARTERLY CALL REPORT ONLINE AT WWW.NCUA.GOV.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THERE WERE NO CHANGES IN THE PROCESS OF THE COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$87,334,618
Liabilities
$79,666,616
Net assets
$7,668,002
Revenue
$3,560,919
Expenses
$2,937,572
Net income
$623,347
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
2021Detailed filing. Detailed filing data is available for this year.$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. 2021 filings • 501(c)14 • $50M-$100M nonprofits