Civic Intelligence

State Chartered Credit Unions in Florida Alliance Credit Union of Florida

990 • Fiscal year 2018 • EIN 59-6134207

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 24, 2019

Organization ProfileWWW.ALLIANCECUFL.ORG

View Organization Page

412 E University AveGainesville, FL 32601

(352) 372-8225

Siviq Scores

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

Liabilities / Assets

97th percentile

0.92x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

20th percentile

13.56x

Higher debt load relative to revenue than 20% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Net Margin

35th percentile

9.5%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$188,268

Higher top officer pay than 95% of similar nonprofits.

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

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Asset Growth

36th percentile

-0.7%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

2.0%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$48,631,023

Down $329,388 (-0.7%) from 2017

Net Assets

Up

$3,671,107

Up $241,440 (+7.0%) from 2017

Liabilities

Down

$44,959,916

Down $570,828 (-1.3%) from 2017

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin35th percentile

Revenue

Up

$3,315,626

Up $64,244 (+2.0%) from 2017

Expenses

Down

$3,001,866

Down $183,184 (-5.8%) from 2017

Net Income

Up

$313,760

Up $247,428 (+373%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$80M$60M$40M$20M$0Assets 2010: $49,489,237Liabilities 2010: $45,464,792Net Assets 2010: $4,024,4452010Assets 2011: $46,378,672Liabilities 2011: $42,504,327Net Assets 2011: $3,874,3452011Assets 2012: $45,257,755Liabilities 2012: $42,302,938Net Assets 2012: $2,954,8172012Assets 2013: $44,660,513Liabilities 2013: $41,540,063Net Assets 2013: $3,120,4502013Assets 2014: $43,843,758Liabilities 2014: $40,538,022Net Assets 2014: $3,305,7362014Assets 2015: $47,782,960Liabilities 2015: $44,321,962Net Assets 2015: $3,460,9982015Assets 2016: $47,604,140Liabilities 2016: $44,197,499Net Assets 2016: $3,406,6412016Assets 2017: $48,960,411Liabilities 2017: $45,530,744Net Assets 2017: $3,429,6672017Assets 2018: $48,631,023Liabilities 2018: $44,959,916Net Assets 2018: $3,671,1072018Assets 2019: $52,381,016Liabilities 2019: $48,525,423Net Assets 2019: $3,855,5932019Assets 2020: $59,451,360Liabilities 2020: $55,566,472Net Assets 2020: $3,884,8882020Assets 2021: $63,107,145Liabilities 2021: $59,285,743Net Assets 2021: $3,821,4022021Assets 2022: $65,910,131Liabilities 2022: $63,589,969Net Assets 2022: $2,320,1622022Assets 2023: $62,136,284Liabilities 2023: $60,150,273Net Assets 2023: $1,986,0112023Assets 2024: $57,599,959Liabilities 2024: $57,560,137Net Assets 2024: $39,8222024

Highlighted filing

2018

Assets$48,631,023
Liabilities$44,959,916
Net Assets$3,671,107
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,148,7332010Expenses 2011: $3,026,0552011Expenses 2012: $3,819,2342012Revenue 2013: $3,127,032Expenses 2013: $2,938,112Net Income 2013: $188,9202013Revenue 2014: $3,597,339Expenses 2014: $3,406,174Net Income 2014: $191,1652014Revenue 2015: $4,045,711Expenses 2015: $3,894,386Net Income 2015: $151,3252015Revenue 2016: $3,663,137Expenses 2016: $3,756,293Net Income 2016: -$93,1562016Revenue 2017: $3,251,382Expenses 2017: $3,185,050Net Income 2017: $66,3322017Revenue 2018: $3,315,626Expenses 2018: $3,001,866Net Income 2018: $313,7602018Revenue 2019: $3,375,952Expenses 2019: $3,335,969Net Income 2019: $39,9832019Revenue 2020: $3,193,508Expenses 2020: $3,165,350Net Income 2020: $28,1582020Revenue 2021: $3,282,646Expenses 2021: $3,072,562Net Income 2021: $210,0842021Revenue 2022: $3,591,719Expenses 2022: $3,487,161Net Income 2022: $104,5582022Revenue 2023: $4,439,031Expenses 2023: $4,423,294Net Income 2023: $15,7372023Revenue 2024: $4,508,385Expenses 2024: $6,482,384Net Income 2024: -$1,973,9992024

Highlighted filing

2018

Revenue$3,315,626
Expenses$3,001,866
Net Income$313,760
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 24, 2019
Return Version
2018v3.1
Gross Receipts
$3,326,088
Mission and Program Overview

Mission

People helping people to master their financial situations, one solution at a time.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$32,594,515$34,093,358▲ $1,498,843
Investments Other Securities$6,189,104$7,305,429▲ $1,116,325
Savings and Temporary Cash Investments$7,372,761$4,750,170▼ $2,622,591
Rtn Earn Endowment Incm Other Fnds$3,429,667$3,671,107▲ $241,440
Land, Buildings, and Equipment, Net$1,528,122$1,476,582▼ $51,540
Cash and Non-Interest-Bearing Accounts$541,908$260,851▼ $281,057
Prepaid Expenses and Deferred Charges$73,995$136,221▲ $62,226
Investments in Publicly Traded Securities$96,166--
Accounts Receivable$21,319$15,003▼ $6,316
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$48,960,411$48,631,023▼ $329,388
Other Assets Total$542,521$593,409▲ $50,888
Liabilities
Other Liabilities$44,817,969$44,433,259▼ $384,710
Accounts Payable and Accrued Expenses$712,775$526,657▼ $186,118
Total Liabilities$45,530,744$44,959,916▼ $570,828
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,429,667$3,671,107▲ $241,440
Total Liabilities and Net Assets / Fund Balance$48,960,411$48,631,023▼ $329,388

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$706,200$684,838$1,391,038
Land$728,453-$728,453
Equipment$41,929$68,099$110,028
Other Securities$431,059--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim CannonCEOFT$158,358$29,910$188,268
Andrew St CroixCFOFT$53,140$2,605$55,745

Board Members and Trustees

NameTitle
Alan R MorrowChair/director
Donna L McafeeV. Chairperson/director
Shane SappAssociate Director
Gwendolyn B DawsonDirector
John E PowerDirector
Ralph W HilliardDirector
Don McafeeDirector Emeritus
Reida SquiresSecretary/director
Timothy a GoodTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservCore Processor, Card Proc.PO BOX 300016, Duluth, GA 30096-0300$193,399
NcrInternet BankingPO BOX 740641, Los Angeles, CA 90074-0641$181,807
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,090,661
Investment Income
$224,965
Other Revenue
$0
Change in Net Assets
$313,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,315,626
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,315,626
Total Revenue per Form 990
$3,315,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,769,224
Salaries, Compensation, and Employee Benefits$1,232,642
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$785,766
Information Technology---$426,839
Current Officers, Directors, Trustees, and Key Employees---$244,013
Office Expenses---$163,499
Payroll Taxes---$83,440
Depreciation Depletion---$81,682
Other Employee Benefits---$77,490
Occupancy---$65,941
Advertising---$57,572
Other Expenses---$45,504
Fees for Services Legal---$42,471
Pension Plan Contributions---$41,933
Insurance---$40,849
Interest---$38,536
Fees for Services Accounting---$37,345
All Other Expenses---$35,944
Fees for Services Other---$34,501
Fees for Service Investment Mgmnt Fees---$9,500
Travel---$8,563
Payments to Affiliates---$8,322
Conferences and Meetings---$2,331
Total Functional Expenses$0$0$0$3,001,866

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,001,866
Total Expenses per Audited Statements$3,001,866
Total Expenses per Form 990$3,001,866
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
Regular Shares$21,571,206
Share Draft$11,370,460
Money Market$8,679,059
Certificates of Deposit$1,838,483
Iras$974,051
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
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.”

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

“Members of the board of directors are elected for 3 year terms by the membership of the credit union. Elections are held annually.”

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

“Members of the credit union have the right to approve the governing body's election and removal of members of the governing body, as well as other matters that are subject to the approval of members of the credit union as they occur.”

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

“Form 990 is reviewed by management.”

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

“The audit committee has the responsibility to review any conflict of interest disclosures.”

Form 990, Part VI, Section B, Line 15

“The compensation of the ceo is set by the board. They obtain surveys prepared by cues and cuna. The data is compared at the position level, including factors such as the number of services, number of members, and number of loans. Compensation is based on analysis of this data. The ceo and coo set compensation levels for other staff members based on analysis data obtained from surveys prepared by cues and cuna.”

Form 990, Part VI, Section C, Line 19

“The credit union's governing documents are not made available to the public. The credit union's conflict of interest policy is not made available to the public. The credit union's financial statements are available for public viewing on the ncua.gov website via the quarterly 5300 filing.”

Filing and Contact Details

Filer

Filer Name
State Chartered Credit Unions in Florida
EIN
59-6134207
Phone
3523728225
Address
412 E UNIVERSITY AVE, GAINESVILLE, FL 32601
Doing Business As
Alliance Credit Union of Florida

Signing Officer

Name
Timothy J Cannon
Title
CEO
Phone
3523728225
Signed
2019-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy J Cannon
Formed
1944
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
19
Volunteers
7

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 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, by statute (internal revenue code section 501(c)(14), from federal income tax. The income taxes topic of the fasb asc clarifies accounting for uncertainty in income taxes reported in the financial statements. The interpretation provides criteria for assessment of individual tax positions and a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability upon examination by tax authorities. The credit union is a statechartered credit union as defined in internal revenue code (irc) section 501(c)(14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities directly related to its exempt purposes. However, irc section 511 imposes a tax on the unrelated business income (ubi) derived by state-chartered credit unions. Beginning in march 2008, the internal revenue service (irs) released technical advice memorandums (tams) to specific state-chartered credit unions specifying the revenue sources subject to unrelated business income tax (ubit). Ubi may also be subject to tax in certain states. Management has assessed the credit union's activities and any potential federal or state income tax liability and determined that the credit union has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Additionally, no interest and penalties have been recorded in the accompanying financial statements related to uncertain tax positions. Currently, the 2017, 2016 and 2015 federal income tax returns are open for examination by the irs. The filing years open for examination by the state, if applicable, may be equal to, greater than or less than the years open for examination by the irs.”

Raw XML AppendixShowing 400 of 463 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/BOYAmt0712775
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0526657
IRS990/AccountsReceivableGrp/BOYAmt021319
IRS990/AccountsReceivableGrp/EOYAmt015003
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PEOPLE HELPING PEOPLE TO MASTER THEIR FINANCIAL SITUATIONS, ONE SOLUTION AT A TIME.
IRS990/AdvertisingGrp/TotalAmt057572
IRS990/AllOtherExpensesGrp/TotalAmt035944
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0TIM CANNON
IRS990/BooksInCareOfDetail/PhoneNum03523728225
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0412 E UNIVERSITY AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GAINESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032601
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0541908
IRS990/CashNonInterestBearingGrp/EOYAmt0260851
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0244013
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt02331
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0193399
IRS990/ContractorCompensationGrp/CompensationAmt1181807
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 300016
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 740641
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DULUTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0300960300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd1900740641
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FISERV
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1NCR
IRS990/ContractorCompensationGrp/ServicesDesc0CORE PROCESSOR, CARD PROC.
IRS990/ContractorCompensationGrp/ServicesDesc1INTERNET BANKING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0224965
IRS990/CYOtherExpensesAmt01769224
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03090661
IRS990/CYRevenuesLessExpensesAmt0313760
IRS990/CYSalariesCompEmpBnftPaidAmt01232642
IRS990/CYTotalExpensesAmt03001866
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03315626
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt081682
IRS990/Desc0ALLIANCE CREDIT UNION OF FLORIDA IS DEDICATED TO SERVING ITS MEMBERS' SAVINGS AND LOAN NEEDS. SERVICES INCLUDE AVAILABILITY OF VARIOUS TYPES OF SAVINGS, CHECKING, CERTIFICATES OF DEPOSIT, AND RETIREMENT ACCOUNTS. THE CREDIT UNION ALSO MAKES LOANS TO MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ALLIANCE CREDIT UNION OF FLORIDA
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt037345
IRS990/FeesForServicesLegalGrp/TotalAmt042471
IRS990/FeesForServicesOtherGrp/TotalAmt034501
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
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/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/OtherCompensationAmt928910
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt102605
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN E POWER
IRS990/Form990PartVIISectionAGrp/PersonNm1RALPH W HILLIARD
IRS990/Form990PartVIISectionAGrp/PersonNm2ALAN R MORROW
IRS990/Form990PartVIISectionAGrp/PersonNm3GWENDOLYN B DAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DONNA L MCAFEE
IRS990/Form990PartVIISectionAGrp/PersonNm5TIMOTHY A GOOD
IRS990/Form990PartVIISectionAGrp/PersonNm6REIDA SQUIRES
IRS990/Form990PartVIISectionAGrp/PersonNm7SHANE SAPP
IRS990/Form990PartVIISectionAGrp/PersonNm8DON MCAFEE
IRS990/Form990PartVIISectionAGrp/PersonNm9TIM CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDREW ST CROIX
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/ReportableCompFromOrgAmt9159358
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1053140
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4V. CHAIRPERSON/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01944
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-10462
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03326088
IRS990/GroupExemptionNum02106
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0426839
IRS990/InsuranceGrp/TotalAmt040849
IRS990/InterestGrp/TotalAmt038536
IRS990/InvestmentIncomeGrp/ExclusionAmt0235427
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0235427
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06189104
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07305429
IRS990/InvestmentsPubTradedSecGrp/BOYAmt096166
IRS990/IRPDocumentCnt0391
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0752937
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01528122
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01476582
IRS990/LandBldgEquipCostOrOtherBssAmt02229519
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt010462
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PEOPLE HELPING PEOPLE TO MASTER THEIR FINANCIAL SITUATIONS, ONE SOLUTION AT A TIME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03429667
IRS990/NetAssetsOrFundBalancesEOYAmt03671107
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-10462
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10462
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-72320
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt065941
IRS990/OfficeExpensesGrp/TotalAmt0163499
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0542521
IRS990/OtherAssetsTotalGrp/EOYAmt0593409
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt077490
IRS990/OtherExpensesGrp/Desc0DEBIT/CREDIT EXPENSES
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0309206
IRS990/OtherExpensesGrp/TotalAmt1241955
IRS990/OtherExpensesGrp/TotalAmt2118664
IRS990/OtherExpensesGrp/TotalAmt345504
IRS990/OtherLiabilitiesGrp/BOYAmt044817969
IRS990/OtherLiabilitiesGrp/EOYAmt044433259
IRS990/OtherSalariesAndWagesGrp/TotalAmt0785766
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt032594515
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt034093358
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt08322
IRS990/PayrollTaxesGrp/TotalAmt083440
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt041933
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt073995
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0136221
IRS990/PrincipalOfficerNm0TIMOTHY J CANNON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0INCOME ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEES/CHARGES/MISC INCO
IRS990/ProgramServiceRevenueGrp/Desc2INSURANCE
IRS990/ProgramServiceRevenueGrp/Desc3SHARED SERVICING
IRS990/ProgramServiceRevenueGrp/Desc4NON-MEMBER ATM FEE INC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02003101
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11040991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02003101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11040991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt237375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41590
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt037375
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt17604
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt21590
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0135943
IRS990/PYOtherExpensesAmt01961955
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03115439
IRS990/PYRevenuesLessExpensesAmt066332
IRS990/PYSalariesCompEmpBnftPaidAmt01223095
IRS990/PYTotalExpensesAmt03185050
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03251382
IRS990/ReconcilationRevenueExpnssAmt0313760
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03429667
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03671107
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07372761
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04750170
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0706200
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0684838
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01391038
IRS990ScheduleD/EquipmentGrp/BookValueAmt041929
IRS990ScheduleD/EquipmentGrp/DepreciationAmt068099
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0110028
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03001866
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0728453
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0728453
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01838483
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18679059
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2974051
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt311370460
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt421571206
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MONEY MARKET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2IRAS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SHARE DRAFT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4REGULAR SHARES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06874370
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1431059
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS IN CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SECFCU CAPITAL SHARES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03315626
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT, BY STATUTE (INTERNAL REVENUE CODE SECTION 501(C)(14), FROM FEDERAL INCOME TAX. THE INCOME TAXES TOPIC OF THE FASB ASC CLARIFIES ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES REPORTED IN THE FINANCIAL STATEMENTS. THE INTERPRETATION PROVIDES CRITERIA FOR ASSESSMENT OF INDIVIDUAL TAX POSITIONS AND A PROCESS FOR RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. TAX POSITIONS ARE EVALUATED ON WHETHER THEY MEET THE "MORE LIKELY THAN NOT" STANDARD FOR SUSTAINABILITY UPON EXAMINATION BY TAX AUTHORITIES. THE CREDIT UNION IS A STATECHARTERED CREDIT UNION AS DEFINED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(14). AS SUCH, THE CREDIT UNION IS EXEMPT FROM FEDERAL TAXATION OF INCOME DERIVED FROM THE PERFORMANCE OF ACTIVITIES DIRECTLY RELATED TO ITS EXEMPT PURPOSES. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON THE UNRELATED BUSINESS INCOME (UBI) DERIVED BY STATE-CHARTERED CREDIT UNIONS. BEGINNING IN MARCH 2008, THE INTERNAL REVENUE SERVICE (IRS) RELEASED TECHNICAL ADVICE MEMORANDUMS (TAMS) TO SPECIFIC STATE-CHARTERED CREDIT UNIONS SPECIFYING THE REVENUE SOURCES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). UBI MAY ALSO BE SUBJECT TO TAX IN CERTAIN STATES. MANAGEMENT HAS ASSESSED THE CREDIT UNION'S ACTIVITIES AND ANY POTENTIAL FEDERAL OR STATE INCOME TAX LIABILITY AND DETERMINED THAT THE CREDIT UNION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. CURRENTLY, THE 2017, 2016 AND 2015 FEDERAL INCOME TAX RETURNS ARE OPEN FOR EXAMINATION BY THE IRS. THE FILING YEARS OPEN FOR EXAMINATION BY THE STATE, IF APPLICABLE, MAY BE EQUAL TO, GREATER THAN OR LESS THAN THE YEARS OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01476582
IRS990ScheduleD/TotalBookValueSecuritiesAmt07305429
IRS990ScheduleD/TotalExpensesPerForm990Amt03001866
IRS990ScheduleD/TotalLiabilityAmt044433259
IRS990ScheduleD/TotalRevenuePerForm990Amt03315626
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03315626
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03001866
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0158358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount01000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07968
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt020942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIM CANNON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0188268
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED FOR 3 YEAR TERMS BY THE MEMBERSHIP OF THE CREDIT UNION. ELECTIONS ARE HELD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE CREDIT UNION HAVE THE RIGHT TO APPROVE THE GOVERNING BODY'S ELECTION AND REMOVAL OF MEMBERS OF THE GOVERNING BODY, AS WELL AS OTHER MATTERS THAT ARE SUBJECT TO THE APPROVAL OF MEMBERS OF THE CREDIT UNION AS THEY OCCUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AUDIT COMMITTEE HAS THE RESPONSIBILITY TO REVIEW ANY CONFLICT OF INTEREST DISCLOSURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION OF THE CEO IS SET BY THE BOARD. THEY OBTAIN SURVEYS PREPARED BY CUES AND CUNA. THE DATA IS COMPARED AT THE POSITION LEVEL, INCLUDING FACTORS SUCH AS THE NUMBER OF SERVICES, NUMBER OF MEMBERS, AND NUMBER OF LOANS. COMPENSATION IS BASED ON ANALYSIS OF THIS DATA. THE CEO AND COO SET COMPENSATION LEVELS FOR OTHER STAFF MEMBERS BASED ON ANALYSIS DATA OBTAINED FROM SURVEYS PREPARED BY CUES AND CUNA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CREDIT UNION'S GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE CREDIT UNION'S CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. THE CREDIT UNION'S FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON THE NCUA.GOV WEBSITE VIA THE QUARTERLY 5300 FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE 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 VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt048960411
IRS990/TotalAssetsEOYAmt048631023
IRS990/TotalAssetsGrp/BOYAmt048960411
IRS990/TotalAssetsGrp/EOYAmt048631023
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/TotalAmt03001866
IRS990/TotalGrossUBIAmt046569
IRS990/TotalLiabilitiesBOYAmt045530744

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,631,023
Liabilities
$44,959,916
Net assets
$3,671,107
Revenue
$3,315,626
Expenses
$3,001,866
Net income
$313,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.6$57.6$0.04$4.51$6.48$1.97
2023Detailed filing. Detailed filing data is available for this year.$62.1$60.2$1.99$4.44$4.42$0.02
2022Detailed filing. Detailed filing data is available for this year.$65.9$63.6$2.32$3.59$3.49$0.10
2021Detailed filing. Detailed filing data is available for this year.$63.1$59.3$3.82$3.28$3.07$0.21
2020Detailed filing. Detailed filing data is available for this year.$59.5$55.6$3.88$3.19$3.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$52.4$48.5$3.86$3.38$3.34$0.04
2018Detailed filing. Detailed filing data is available for this year.$48.6$45.0$3.67$3.32$3.00$0.31
2017Detailed filing. Detailed filing data is available for this year.$49.0$45.5$3.43$3.25$3.19$0.07
2016Summary only. Only limited summary data is available for this year.$47.6$44.2$3.41$3.66$3.76$0.09
2015Detailed filing. Detailed filing data is available for this year.$47.8$44.3$3.46$4.05$3.89$0.15
2014Detailed filing. Detailed filing data is available for this year.$43.8$40.5$3.31$3.60$3.41$0.19
2013Detailed filing. Detailed filing data is available for this year.$44.7$41.5$3.12$3.13$2.94$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.3$42.3$2.95$3.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.4$42.5$3.87$3.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.5$45.5$4.02$3.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)14 • $25M-$50M nonprofits