Civic Intelligence

Southeastern Credit Union Foundation Inc.

990 • Fiscal year 2015 • EIN 59-2252733

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 08, 2016

Organization ProfileWWW.LSCU.COOP
3692 Coolidge CourtTallahassee, FL 32311

(850) 576-8171

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.40x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

98th percentile

$583,116

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 225.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

51st percentile

0.8%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,437,896

Up $18,966 (+0.8%) from 2014

Net Assets

Up

$2,334,108

Up $1,947 (+0.1%) from 2014

Liabilities

Up

$103,788

Up $17,019 (+20%) from 2014

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin75th percentile

Revenue

Up

$259,140

Up $33,522 (+15%) from 2014

Expenses

Up

$219,547

Up $40,285 (+22%) from 2014

Net Income

Down

$39,593

Down $6,763 (-15%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,893,531Liabilities 2010: $68,179Net Assets 2010: $1,825,3522010Assets 2011: $2,663,429Liabilities 2011: $109,265Net Assets 2011: $2,554,1642011Assets 2012: $2,473,245Liabilities 2012: $119,906Net Assets 2012: $2,353,3392012Assets 2013: $2,354,664Liabilities 2013: $122,345Net Assets 2013: $2,232,3192013Assets 2014: $2,418,930Liabilities 2014: $86,769Net Assets 2014: $2,332,1612014Assets 2015: $2,437,896Liabilities 2015: $103,788Net Assets 2015: $2,334,1082015Assets 2016: $2,509,030Liabilities 2016: $80,036Net Assets 2016: $2,428,9942016Assets 2017: $2,830,818Liabilities 2017: $77,749Net Assets 2017: $2,753,0692017Assets 2018: $3,180,166Liabilities 2018: $99,878Net Assets 2018: $3,080,2882018Assets 2019: $3,484,477Liabilities 2019: $90,320Net Assets 2019: $3,394,1572019Assets 2020: $3,790,998Liabilities 2020: $167,654Net Assets 2020: $3,623,3442020Assets 2021: $4,857,599Liabilities 2021: $95,076Net Assets 2021: $4,762,5232021Assets 2022: $4,926,905Liabilities 2022: $97,165Net Assets 2022: $4,829,7402022Assets 2023: $4,491,985Liabilities 2023: $130,699Net Assets 2023: $4,361,2862023Assets 2024: $4,743,582Liabilities 2024: $355,269Net Assets 2024: $4,388,3132024

Highlighted filing

2015

Assets$2,437,896
Liabilities$103,788
Net Assets$2,334,108
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $97,6542010Revenue 2011: $327,460Expenses 2011: $393,718Net Income 2011: -$66,2582011Revenue 2012: $294,904Expenses 2012: $495,729Net Income 2012: -$200,8252012Revenue 2013: $129,036Expenses 2013: $275,893Net Income 2013: -$146,8572013Revenue 2014: $225,618Expenses 2014: $179,262Net Income 2014: $46,3562014Revenue 2015: $259,140Expenses 2015: $219,547Net Income 2015: $39,5932015Revenue 2016: $213,085Expenses 2016: $190,729Net Income 2016: $22,3562016Revenue 2017: $607,090Expenses 2017: $311,841Net Income 2017: $295,2492017Revenue 2018: $1,213,594Expenses 2018: $770,402Net Income 2018: $443,1922018Revenue 2019: $691,931Expenses 2019: $637,915Net Income 2019: $54,0162019Revenue 2020: $538,420Expenses 2020: $656,294Net Income 2020: -$117,8742020Revenue 2021: $1,190,369Expenses 2021: $362,902Net Income 2021: $827,4672021Revenue 2022: $1,569,313Expenses 2022: $1,450,859Net Income 2022: $118,4542022Revenue 2023: $584,102Expenses 2023: $1,239,495Net Income 2023: -$655,3932023Revenue 2024: $1,149,926Expenses 2024: $1,319,973Net Income 2024: -$170,0472024

Highlighted filing

2015

Revenue$259,140
Expenses$219,547
Net Income$39,593
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 8, 2016
Return Version
2015v2.1
Gross Receipts
$639,556
Mission and Program Overview

Mission

Operate for the advancement of science, charity & education and for other charitable purposes, especially as they relate to consumer credit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,372,166$2,405,107▲ $32,941
Accounts Receivable$19,088$9,045▼ $10,043
Land, Buildings, and Equipment, Net$10,500$7,000▼ $3,500
Total Assets$2,418,930$2,437,896▲ $18,966
Other Assets Total$17,176$16,744▼ $432
Liabilities
Other Liabilities$86,433$102,939▲ $16,506
Accounts Payable and Accrued Expenses$336$849▲ $513
Total Liabilities$86,769$103,788▲ $17,019
Net Assets / Fund Balance
Unrestricted Net Assets$1,148,613$1,150,560▲ $1,947
Permanently Rstr Net Assets$657,979$657,979→ $0
Temporarily Rstr Net Assets$525,569$525,569→ $0
Total Net Assets Fund Balance$2,332,161$2,334,108▲ $1,947
Total Liabilities and Net Assets / Fund Balance$2,418,930$2,437,896▲ $18,966

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,000$10,500$17,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,183,548---$1,183,548
2014$1,190,548---$1,183,548
2013$1,195,548---$1,190,548
2012$1,203,548---$1,195,548
2011$549,633$844,230-$190,315$1,203,548
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Leonard ParkhurstExecutive DirectorFT$47,272$47,272

Board Members and Trustees

NameTitle
Alvin CowansChair
Tina WilliamsChair-elect
Steve SwoffordImmediate Past Chair
Pat MasonVice Chair
Brent ListerDirector
Brooke MorrisDirector
Derrick RaglandDirector
Jan PageDirector
Patrick La PineDirector
Kevin JohnsonSecretary
Ron SummerallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$149,424
Program Service Revenue
$0
Investment Income
$86,049
Other Revenue
$23,667
All Other Contributions
$149,424
Change in Net Assets
$39,593

Audited Revenue Reconciliation

Revenue per Audited Statements
$259,140
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,260
Total Revenue per Audited Statements
$265,400
Total Revenue per Form 990
$259,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,450
Grants and Similar Amounts Paid$20,097
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$25,000$109-$25,109
Travel-$18,658-$18,658
Grants to Domestic Orgs$14,450--$14,450
Office Expenses-$13,436-$13,436
Fees for Service Investment Mgmnt Fees-$13,375-$13,375
Grants to Domestic Individuals$5,647--$5,647
Depreciation Depletion$3,500--$3,500
Fees for Services Accounting-$2,455-$2,455
Insurance-$1,027-$1,027
Advertising-$784-$784
Conferences and Meetings$724--$724
Information Technology-$375-$375
All Other Expenses-$284-$284
Other Expenses$105$143-$248
Total Functional Expenses$78,191$141,356$0$219,547

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$263,453
Expenses per Audited Statements$219,547
Total Expenses per Form 990$219,547
Expenses Not Reported on Form 990$43,906
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Credit Union FoundationMadison, WI501(c)(3)General$9,450
Credit Union National AssociationMadison, WI501(c)(6)Herb Wegner Sponsorship$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,167
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$21,167$21,167-$21,167
Total Events$21,167$21,167-$21,167
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$102,939
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The governing body receives and reviews a copy of form 990 before it is filed.”

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

“The conflict of interest policy is reviewed with the board annually and they sign a copy of the policy.”

Form 990, Part VI, Section B, Line 15A

“The organization reviewed compensation studies and surveys to help aid in the compensation for the officers.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southeastern Credit Union Foundation
EIN
59-2252733
Phone
8505768171
Address
3692 COOLIDGE COURT, TALLAHASSEE, FL 32311

Signing Officer

Name
Patrick La Pine
Title
Executive Director
Phone
8505768171
Signed
2016-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick La Pine
Formed
1982
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1713 MAHAN DRIVE, TALLAHASSEE, FL 32308
Preparer
Michael C Carter
Phone
8508788777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Outside services : program service expenses 25,000. Management and general expenses 109. Fundraising expenses 0. Total expenses 25,109.”

Form 990, Part XI, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The intended use of the temporarily restricted funds are for disaster relief efforts. The intended use of the permanently restricted funds are to subsidize the foundation's mission of providing scholarships.”

PART X, LINE 2:

“The foundation utilizes the new accounting requirements associated with uncertainity in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of december 31, 2015, the foundation has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

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IRS990/NetAssetsOrFundBalancesBOYAmt02332161
IRS990/NetAssetsOrFundBalancesEOYAmt02334108
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt052182
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt052182
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt021167
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt021167
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-37646
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013436
IRS990/OfficeExpensesGrp/TotalAmt013436
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017176
IRS990/OtherAssetsTotalGrp/EOYAmt016744
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CMN EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt065104
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125331
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2275
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3143
IRS990/OtherExpensesGrp/ProgramServicesAmt028765
IRS990/OtherExpensesGrp/ProgramServicesAmt1105
IRS990/OtherExpensesGrp/TotalAmt093869
IRS990/OtherExpensesGrp/TotalAmt125331
IRS990/OtherExpensesGrp/TotalAmt2275
IRS990/OtherExpensesGrp/TotalAmt3248
IRS990/OtherLiabilitiesGrp/BOYAmt086433
IRS990/OtherLiabilitiesGrp/EOYAmt0102939
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02500
IRS990/OtherRevenueTotalAmt02500
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0657979
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0657979
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICK LA PINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS FOR MEMBERS TO ATTEND CLASSES RELATING TO CONSUMER CREDIT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt038741
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05647
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0138704
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt062372
IRS990/PYInvestmentIncomeAmt083421
IRS990/PYOtherExpensesAmt0116890
IRS990/PYOtherRevenueAmt03493
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt046356
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0179262
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0225618
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt039593
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02372166
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02405107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0149424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0138704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0122583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0288910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0318957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01018578
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt025837
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt025837
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt086049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt083421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08458
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0190375
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021167
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03493
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06038
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84170
IRS990ScheduleA/PublicSupportPY170Pct00.89700
IRS990ScheduleA/PublicSupportTotal170Amt01044415
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0149424
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0138704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0148420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0288910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0318957
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01044415
IRS990ScheduleA/TotalSupportAmt01240828
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.49000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01183548
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01183548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01190548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01183548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt07000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01195548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01190548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01203548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01195548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt08000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0549633
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0844230
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01203548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0190315
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt043906
IRS990ScheduleD/DonatedServicesUseFcltsAmt043906
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07000
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010500
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017500
IRS990ScheduleD/ExpensesNotReportedAmt043906
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0219547
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-37646
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0102939
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.28000
IRS990ScheduleD/RevenueNotReportedAmt06260
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0259140
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE TEMPORARILY RESTRICTED FUNDS ARE FOR DISASTER RELIEF EFFORTS. THE INTENDED USE OF THE PERMANENTLY RESTRICTED FUNDS ARE TO SUBSIDIZE THE FOUNDATION'S MISSION OF PROVIDING SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION UTILIZES THE NEW ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINITY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2015, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.23000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07000
IRS990ScheduleD/TotalExpensesPerForm990Amt0219547
IRS990ScheduleD/TotalLiabilityAmt0102939
IRS990ScheduleD/TotalRevenuePerForm990Amt0259140
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0265400
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0263453
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021167
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021167
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05647
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt09450
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(6)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HERB WEGNER SPONSORSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL CREDIT UNION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CREDIT UNION NATIONAL ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0391383650
IRS990ScheduleI/RecipientTable/RecipientEIN1237065623

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,437,896
Liabilities
$103,788
Net assets
$2,334,108
Revenue
$259,140
Expenses
$219,547
Net income
$39,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.36$4.39$1.15$1.32$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.13$4.36$0.58$1.24$0.66
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.10$4.83$1.57$1.45$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.10$4.76$1.19$0.36$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.17$3.62$0.54$0.66$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.09$3.39$0.69$0.64$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.10$3.08$1.21$0.77$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.08$2.75$0.61$0.31$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.08$2.43$0.21$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.10$2.33$0.26$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.09$2.33$0.23$0.18$0.05
2013Summary only. Only limited summary data is available for this year.$2.35$0.12$2.23$0.13$0.28$0.15
2012Summary only. Only limited summary data is available for this year.$2.47$0.12$2.35$0.29$0.50$0.20
2011Summary only. Only limited summary data is available for this year.$2.66$0.11$2.55$0.33$0.39$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.07$1.83$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits