Civic Intelligence

Southeastern Credit Union Foundation Inc.

990 • Fiscal year 2016 • EIN 59-2252733

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 28, 2017

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

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.38x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

69th percentile

10%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

98th percentile

$616,660

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 289.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

56th percentile

2.9%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,509,030

Up $71,134 (+2.9%) from 2015

Net Assets

Up

$2,428,994

Up $94,886 (+4.1%) from 2015

Liabilities

Down

$80,036

Down $23,752 (-23%) from 2015

Revenue

Down

$213,085

Down $46,055 (-18%) from 2015

Expenses

Down

$190,729

Down $28,818 (-13%) from 2015

Net Income

Down

$22,356

Down $17,237 (-44%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$2,509,030
Liabilities$80,036
Net Assets$2,428,994

Operations Trend

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

2016

Revenue$213,085
Expenses$190,729
Net Income$22,356
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 28, 2017
Return Version
2016v3.0
Gross Receipts
$302,133
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$2,405,107$2,497,529▲ $92,422
Accounts Receivable$9,045$8,002▼ $1,043
Land, Buildings, and Equipment, Net$7,000$3,499▼ $3,501
Total Assets$2,437,896$2,509,030▲ $71,134
Other Assets Total$16,744$0▼ $16,744
Liabilities
Other Liabilities$102,939$69,631▼ $33,308
Accounts Payable and Accrued Expenses$849$10,405▲ $9,556
Total Liabilities$103,788$80,036▼ $23,752
Net Assets / Fund Balance
Unrestricted Net Assets$1,150,560$1,248,946▲ $98,386
Permanently Rstr Net Assets$657,979$657,979→ $0
Temporarily Rstr Net Assets$525,569$522,069▼ $3,500
Total Net Assets Fund Balance$2,334,108$2,428,994▲ $94,886
Total Liabilities and Net Assets / Fund Balance$2,437,896$2,509,030▲ $71,134

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,499$14,001$17,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,183,548$6,000--$1,180,048
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
Compensation and Service Providers

Employees

NameTitleOtherTotal
John W Brady JrVP, Transactional Services$144,878$144,878
Marvin M GarlandVP, Innovation & Growth$138,414$138,414

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
Jared M RossSVP Association Services
Shawn WolbertSVP, Finance & Administration
Ron SummerallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,639
Program Service Revenue
$0
Investment Income
$74,544
Other Revenue
$22,902
All Other Contributions
$115,639
Change in Net Assets
$22,356

Audited Revenue Reconciliation

Revenue per Audited Statements
$213,085
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$86,034
Total Revenue per Audited Statements
$299,119
Total Revenue per Form 990
$213,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,517
Grants and Similar Amounts Paid$53,212
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,500--$30,500
Grants to Domestic Individuals$22,712--$22,712
Travel-$22,686-$22,686
Fees for Service Investment Mgmnt Fees-$13,613-$13,613
Depreciation Depletion$6,501--$6,501
Office Expenses-$4,543-$4,543
Fees for Services Accounting-$2,250-$2,250
Advertising-$2,062-$2,062
Insurance-$1,607-$1,607
Conferences and Meetings$751--$751
Other Expenses$0$186-$186
Fees for Services Other-$9-$9
Total Functional Expenses$91,064$99,665$0$190,729

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$204,232
Expenses per Audited Statements$190,729
Total Expenses per Form 990$190,729
Expenses Not Reported on Form 990$13,503
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Credit Union FoundationMadison, WI501(c)(3)General$5,000
Oneorlando Fund (project of Stengthen Orlando)Orlando, FL501(c)(3)General$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$50,753
Fundraising Direct Expenses$30,351
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$50,753$50,753$21,406$29,347
Total Events$50,753$50,753$30,351$20,402
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$65,589
Intercompany Payable$4,042
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 11B

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
2017-06-28
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
11

Preparer

Firm
Carr Riggs & Ingram LLC
Address
2633 CENTENNIAL BLVD SUITE 200, TALLAHASSEE, FL 32308
Preparer
Michael C Carter
Phone
8508788777
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Financial counseling certification program for credit union professionals (ficep). Ficep is designed for credit union staff members who work in the financial counseling, collections, and loan departments, or any others who are committed to helping members gain control of their financial futures. Modeled after the cuna certified financial counselor schools, ficep includes two parts of four learning modules each. When participants successfully complete the proctored exams for both parts (eight total modules), they become a ccufc ready and able to assist credit union members in reaching their financial goals.

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, 2016, the foundation has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.

Raw XML AppendixShowing 400 of 635 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/BOYAmt0849
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010405
IRS990/AccountsReceivableGrp/BOYAmt09045
IRS990/AccountsReceivableGrp/EOYAmt08002
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPERATE FOR THE ADVANCEMENT OF SCIENCE, CHARITY & EDUCATION AND FOR OTHER CHARITABLE PURPOSES, ESPECIALLY AS THEY RELATE TO CONSUMER CREDIT.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02062
IRS990/AdvertisingGrp/TotalAmt02062
IRS990/AllOtherContributionsAmt0115639
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHAWN WOLBERT
IRS990/BooksInCareOfDetail/PhoneNum08505581032
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03692 COOLIDGE COURT
IRS990/BooksInCareOfDetail/USAddress/CityNm0TALLAHASSEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032311
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0751
IRS990/ConferencesMeetingsGrp/TotalAmt0751
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0115639
IRS990/CYGrantsAndSimilarPaidAmt053212
IRS990/CYInvestmentIncomeAmt074544
IRS990/CYOtherExpensesAmt0137517
IRS990/CYOtherRevenueAmt022902
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt022356
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0190729
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0213085
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06501
IRS990/DepreciationDepletionGrp/TotalAmt06501
IRS990/Desc0DONATIONS TO THE COMMUNITY
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt032667
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02250
IRS990/FeesForServicesAccountingGrp/TotalAmt02250
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09
IRS990/FeesForServicesOtherGrp/TotalAmt09
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013613
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013613
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
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/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3102200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1120903
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1226437
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1322900
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1413140
IRS990/Form990PartVIISectionAGrp/PersonNm0BRENT LISTER
IRS990/Form990PartVIISectionAGrp/PersonNm1JAN PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm2BROOKE MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICK LA PINE
IRS990/Form990PartVIISectionAGrp/PersonNm4DERRICK RAGLAND
IRS990/Form990PartVIISectionAGrp/PersonNm5ALVIN COWANS
IRS990/Form990PartVIISectionAGrp/PersonNm6TINA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7PAT MASON
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE SWOFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm9RON SUMMERALL
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm11SHAWN WOLBERT
IRS990/Form990PartVIISectionAGrp/PersonNm12JARED M ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN W BRADY JR
IRS990/Form990PartVIISectionAGrp/PersonNm14MARVIN M GARLAND
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3514460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11134307
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12164117
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13121978
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14125274
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP, FINANCE & ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP ASSOCIATION SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP, TRANSACTIONAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP, INNOVATION & GROWTH
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt030351
IRS990/FundraisingGrossIncomeAmt050753
IRS990/GainOrLossGrp/SecuritiesAmt0-496
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt030500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt022712
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt022712
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt030500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt058201
IRS990/GrossReceiptsAmt0302133
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01607
IRS990/InsuranceGrp/TotalAmt01607
IRS990/InvestmentIncomeGrp/ExclusionAmt075040
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt075040
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014001
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03499
IRS990/LandBldgEquipCostOrOtherBssAmt017500
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt058697
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OPERATE FOR THE ADVANCEMENT OF SCIENCE, CHARITY & EDUCATION AND FOR OTHER CHARITABLE PURPOSES, ESPECIALLY AS THEY RELATE TO CONSUMER CREDIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02334108
IRS990/NetAssetsOrFundBalancesEOYAmt02428994
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-496
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-496
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt020402
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020402
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt072530
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04543
IRS990/OfficeExpensesGrp/TotalAmt04543
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016744
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt052520
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1189
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2186
IRS990/OtherExpensesGrp/ProgramServicesAmt030600
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt083120
IRS990/OtherExpensesGrp/TotalAmt1189
IRS990/OtherExpensesGrp/TotalAmt2186
IRS990/OtherLiabilitiesGrp/BOYAmt0102939
IRS990/OtherLiabilitiesGrp/EOYAmt069631
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/ExpenseAmt024879
IRS990/ProgSrvcAccomActy2Grp/GrantAmt022712
IRS990/ProgSrvcAccomActy3Grp/Desc0FINANCIAL COUNSELING CERTIFICATION PROGRAM FOR CREDIT UNION PROFESSIONALS (FICEP). FICEP IS DESIGNED FOR CREDIT UNION STAFF MEMBERS WHO WORK IN THE FINANCIAL COUNSELING, COLLECTIONS, AND LOAN DEPARTMENTS, OR ANY OTHERS WHO ARE COMMITTED TO HELPING MEMBERS GAIN CONTROL OF THEIR FINANCIAL FUTURES. MODELED AFTER THE CUNA CERTIFIED FINANCIAL COUNSELOR SCHOOLS, FICEP INCLUDES TWO PARTS OF FOUR LEARNING MODULES EACH. WHEN PARTICIPANTS SUCCESSFULLY COMPLETE THE PROCTORED EXAMS FOR BOTH PARTS (EIGHT TOTAL MODULES), THEY BECOME A CCUFC READY AND ABLE TO ASSIST CREDIT UNION MEMBERS IN REACHING THEIR FINANCIAL GOALS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt032767
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0751
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0149424
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt020097
IRS990/PYInvestmentIncomeAmt086049
IRS990/PYOtherExpensesAmt0199450
IRS990/PYOtherRevenueAmt023667
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt039593
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0219547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0259140
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt022356
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02405107
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02497529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0115639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0149424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0138704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0122583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0288910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0815260
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt025837
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt025837
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0133241
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt086049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt083421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05994
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0315158
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt071920
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03493
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08493
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72210
IRS990ScheduleA/PublicSupportPY170Pct00.84170
IRS990ScheduleA/PublicSupportTotal170Amt0841097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0115639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0149424
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0138704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0148420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0288910
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0841097
IRS990ScheduleA/TotalSupportAmt01164748
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/BoardDesignatedBalanceEOYPct00.50000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01183548
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01180048
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt09500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01183548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01183548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01190548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01183548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt07000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01195548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01190548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01203548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01195548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt08000
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt013503
IRS990ScheduleD/DonatedServicesUseFcltsAmt013503
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03499
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014001
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017500
IRS990ScheduleD/ExpensesNotReportedAmt013503
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0190729
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt072531
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt065589
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14042
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.28000
IRS990ScheduleD/RevenueNotReportedAmt086034
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0213085
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, 2016, 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/TermEndowmentBalanceEOYPct00.22000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03499
IRS990ScheduleD/TotalExpensesPerForm990Amt0190729
IRS990ScheduleD/TotalLiabilityAmt069631
IRS990ScheduleD/TotalRevenuePerForm990Amt0213085
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0299119

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • 501(c)3 • $1M-$5M nonprofits