Civic Intelligence

State Chartered Credit Unions in Florida

990 • Fiscal year 2019 • EIN 59-6138949

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 10, 2020

Organization Profilewww.alivecu.coop

View Organization Page

9790 Touchton RdJacksonville, FL 32246

(904) 296-1292

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.85x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

17.64x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Net Margin

33rd percentile

9.4%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$218,826

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Asset Growth

69th percentile

6.1%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

4.0%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$138,475,160

Up $7,991,123 (+6.1%) from 2018

Net Assets

Up

$20,455,029

Up $1,140,841 (+5.9%) from 2018

Liabilities

Up

$118,020,131

Up $6,850,282 (+6.2%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin33rd percentile

Revenue

Up

$6,691,125

Up $260,033 (+4.0%) from 2018

Expenses

Up

$6,064,169

Up $325,287 (+5.7%) from 2018

Net Income

Down

$626,956

Down $65,254 (-9.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$300M$200M$100M$0Assets 2010: $110,781,039Liabilities 2010: $92,228,850Net Assets 2010: $18,552,1892010Assets 2011: $107,213,841Liabilities 2011: $88,464,530Net Assets 2011: $18,749,3112011Assets 2012: $126,043,077Liabilities 2012: $107,131,586Net Assets 2012: $18,911,4912012Assets 2013: $122,489,353Liabilities 2013: $103,644,703Net Assets 2013: $18,844,6502013Assets 2014: $123,579,489Liabilities 2014: $104,878,421Net Assets 2014: $18,701,0682014Assets 2015: $122,150,158Liabilities 2015: $103,853,547Net Assets 2015: $18,296,6112015Assets 2016: $127,682,875Liabilities 2016: $109,218,797Net Assets 2016: $18,464,0782016Assets 2017: $132,113,255Liabilities 2017: $113,202,304Net Assets 2017: $18,910,9512017Assets 2018: $130,484,037Liabilities 2018: $111,169,849Net Assets 2018: $19,314,1882018Assets 2019: $138,475,160Liabilities 2019: $118,020,131Net Assets 2019: $20,455,0292019Assets 2020: $162,289,868Liabilities 2020: $141,358,181Net Assets 2020: $20,931,6872020Assets 2021: $178,293,703Liabilities 2021: $157,868,120Net Assets 2021: $20,425,5832021Assets 2022: $177,025,338Liabilities 2022: $161,593,954Net Assets 2022: $15,431,3842022Assets 2023: $171,473,997Liabilities 2023: $154,008,952Net Assets 2023: $17,465,0452023Assets 2024: $280,038,487Liabilities 2024: $253,777,057Net Assets 2024: $26,261,4302024

Highlighted filing

2019

Assets$138,475,160
Liabilities$118,020,131
Net Assets$20,455,029
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,643,6232010Expenses 2011: $5,089,6342011Expenses 2012: $4,987,2052012Revenue 2013: $5,382,350Expenses 2013: $5,201,059Net Income 2013: $181,2912013Revenue 2014: $5,175,994Expenses 2014: $5,105,279Net Income 2014: $70,7152014Revenue 2015: $5,063,502Expenses 2015: $5,273,386Net Income 2015: -$209,8842015Revenue 2016: $5,360,979Expenses 2016: $5,091,126Net Income 2016: $269,8532016Revenue 2017: $5,678,662Expenses 2017: $5,274,304Net Income 2017: $404,3582017Revenue 2018: $6,431,092Expenses 2018: $5,738,882Net Income 2018: $692,2102018Revenue 2019: $6,691,125Expenses 2019: $6,064,169Net Income 2019: $626,9562019Revenue 2020: $6,057,219Expenses 2020: $5,918,818Net Income 2020: $138,4012020Revenue 2021: $6,107,974Expenses 2021: $5,789,428Net Income 2021: $318,5462021Revenue 2022: $6,857,488Expenses 2022: $6,047,967Net Income 2022: $809,5212022Revenue 2023: $7,798,338Expenses 2023: $7,097,534Net Income 2023: $700,8042023Revenue 2024: $13,230,236Expenses 2024: $11,579,979Net Income 2024: $1,650,2572024

Highlighted filing

2019

Revenue$6,691,125
Expenses$6,064,169
Net Income$626,956
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 10, 2020
Return Version
2019v5.0
Gross Receipts
$6,737,039
Mission and Program Overview

Mission

To provide low cost loans and other low cost financial services to members of Select Employee Groups.

To provide low cost financial services and loans to members of our Select Employee Groups (SEG)

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$82,191,921$80,184,138▼ $2,007,783
Savings and Temporary Cash Investments$4,311,852$21,883,829▲ $17,571,977
Rtn Earn Endowment Incm Other Fnds$19,314,188$20,455,029▲ $1,140,841
Investments in Publicly Traded Securities$18,775,808$14,737,475▼ $4,038,333
Investments Other Securities$16,305,237$11,515,237▼ $4,790,000
Land, Buildings, and Equipment, Net$4,459,474$4,463,896▲ $4,422
Cash and Non-Interest-Bearing Accounts$1,940,073$2,186,514▲ $246,441
Accounts Receivable$756,245$1,433,208▲ $676,963
Prepaid Expenses and Deferred Charges$267,859$606,062▲ $338,203
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$130,484,037$138,475,160▲ $7,991,123
Other Assets Total$1,475,568$1,464,801▼ $10,767
Liabilities
Other Liabilities$109,868,496$116,869,838▲ $7,001,342
Accounts Payable and Accrued Expenses$1,301,353$1,150,293▼ $151,060
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$111,169,849$118,020,131▲ $6,850,282
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,314,188$20,455,029▲ $1,140,841
Total Liabilities and Net Assets / Fund Balance$130,484,037$138,475,160▲ $7,991,123

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,455,873$1,862,933$4,318,806
Land$1,596,322-$1,596,322
Equipment$386,999$1,142,346$1,529,345
Leasehold Improvements$24,702$23,005$47,707
Other Land Buildings$0$0$0
Other Securities$10,815,000--
Closely Held Equity Interests$700,237--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rose GunterPresident/CEOFT$201,488$25,424$226,912
John PapagnoEvpFT$130,211$13,873$144,084
Cindy Pierce-SmithSVPFT$88,122$11,277$99,399
Ricky JoshiCFO/VPFT$9,615-$9,615

Board Members and Trustees

NameTitle
Maury PilverBoard Chairperson
Camille CossaBoard Vice Chairperson
David MartinBoard Member
Jason GriggsBoard Member
Jim WilliamsBoard Member
Mary McElroyBoard Member
Mel MaycoleBoard Member
Nancy MoredockBoard Member
Fred GaudiosBoard Secretary
Dina VickersBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,679,711
Investment Income
$917,336
Other Revenue
$94,078
Change in Net Assets
$626,956

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,691,125
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$6,691,125
Total Revenue per Form 990
$6,691,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,424,016
Salaries, Compensation, and Employee Benefits$2,640,153
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,725,987--$1,725,987
Interest$743,798--$743,798
Other Expenses$499,140$0$0$499,140
Current Officers, Directors, Trustees, and Key Employees$471,924--$471,924
All Other Expenses$354,705$0$0$354,705
Occupancy$268,462--$268,462
Depreciation Depletion$260,047--$260,047
Office Expenses$236,655--$236,655
Other Employee Benefits$187,637--$187,637
Payroll Taxes$161,096--$161,096
Advertising$158,088--$158,088
Information Technology$111,192--$111,192
Pension Plan Contributions$93,509--$93,509
Insurance$84,942--$84,942
Fees for Services Accounting$41,162--$41,162
Conferences and Meetings$29,483--$29,483
Travel$4,804--$4,804
Total Functional Expenses$6,064,169$0$0$6,064,169

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,064,169
Total Expenses per Audited Statements$6,064,169
Total Expenses per Form 990$6,064,169
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares and Deposits$116,844,378
Deferred Comp Liability$25,460
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“General membership is determined by account holder. A share account delegates one share (or vote).”

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

“Members vote for board members by proxy on an annual basis and may be solicited on vote on other matters, as required by the organizational bylaws.”

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

“Mergers are required to have approval of the general membership.”

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

“The data is compiled by the CFO and then is reviewed by the CEO prior to filing. No board review is conducted on the form 990.”

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

“We have policies and procedures in place that have been approved by the board that we use to enforce compliance of the Conflict of Interest Policy.”

Form 990, Part VI, Section B, Line 15

“The salary of the CEO position is deliberated by the board of directors. A salary survey is utilized in determining salary levels of CEO and other officers.”

Form 990, Part VI, Section C, Line 19

“The documents are made available upon receipt of written request from public or entity requesting such documents.”

Filing and Contact Details

Filer

Filer Name
Alive Credit Union
EIN
59-6138949
Phone
9042961292
Address
9790 Touchton Rd, Jacksonville, FL 32246

Signing Officer

Name
Ricky Joshi
Title
CFO
Phone
9049967490
Signed
2020-06-10

Organization Details

Principal Officer
Rose Gunter
Formed
1954
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
53
Volunteers
16
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“The Credit Union evaluated its tax positions and determined no uncertain tax positions exist as of December 31,2019 and 2018”

Raw XML AppendixShowing 400 of 598 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm4Jim Williams
IRS990/Form990PartVIISectionAGrp/PersonNm5Mary McElroy
IRS990/Form990PartVIISectionAGrp/PersonNm6Mel Maycole
IRS990/Form990PartVIISectionAGrp/PersonNm7David Martin
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IRS990/Form990PartVIISectionAGrp/PersonNm10Rose Gunter
IRS990/Form990PartVIISectionAGrp/PersonNm11John Papagno
IRS990/Form990PartVIISectionAGrp/PersonNm12Ricky Joshi
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Vice Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11EVP
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO/VP
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt01450
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt033450
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt06737039
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt0107992
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0111192
IRS990/InformationTechnologyGrp/TotalAmt0111192
IRS990/InsuranceGrp/ProgramServicesAmt084942
IRS990/InsuranceGrp/TotalAmt084942
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0743798
IRS990/InterestGrp/TotalAmt0743798
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0915886
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0915886
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt016305237
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011515237
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018775808
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014737475
IRS990/IRPDocumentCnt02505
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03028284
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04459474
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04463896
IRS990/LandBldgEquipCostOrOtherBssAmt07492180
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt032000
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt013914
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide low cost loans and other low cost financial services to members of Select Employee Groups.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt019314188
IRS990/NetAssetsOrFundBalancesEOYAmt020455029
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01450
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01450
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt094078
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt094078
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0513885
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0268462
IRS990/OccupancyGrp/TotalAmt0268462
IRS990/OfficeExpensesGrp/ProgramServicesAmt0236655
IRS990/OfficeExpensesGrp/TotalAmt0236655
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01475568
IRS990/OtherAssetsTotalGrp/EOYAmt01464801
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0187637
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0187637
IRS990/OtherExpensesGrp/Desc0State and Regulatory Fees
IRS990/OtherExpensesGrp/Desc1Loan Provision and Othe Losses
IRS990/OtherExpensesGrp/Desc2Cards and Shared Branch Proc Expenses
IRS990/OtherExpensesGrp/Desc3Other Outside Processing Expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt036060
IRS990/OtherExpensesGrp/ProgramServicesAmt155000
IRS990/OtherExpensesGrp/ProgramServicesAmt2540478
IRS990/OtherExpensesGrp/ProgramServicesAmt3499140
IRS990/OtherExpensesGrp/TotalAmt036060
IRS990/OtherExpensesGrp/TotalAmt155000
IRS990/OtherExpensesGrp/TotalAmt2540478
IRS990/OtherExpensesGrp/TotalAmt3499140
IRS990/OtherLiabilitiesGrp/BOYAmt0109868496
IRS990/OtherLiabilitiesGrp/EOYAmt0116869838
IRS990/OtherOrganizationDsc0State Chartered Credit Union
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01725987
IRS990/OtherSalariesAndWagesGrp/TotalAmt01725987
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt082191921
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt080184138
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0161096
IRS990/PayrollTaxesGrp/TotalAmt0161096
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt093509
IRS990/PensionPlanContributionsGrp/TotalAmt093509
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0267859
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0606062
IRS990/PrincipalOfficerNm0Rose Gunter
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/Desc0Loan Interest Income
IRS990/ProgramServiceRevenueGrp/Desc1Card Interchange Income
IRS990/ProgramServiceRevenueGrp/Desc2Service Fee Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02917549
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1618233
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22022716
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02917549
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1618233
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22096368
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt273652
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0825556
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03260749
IRS990/PYOtherRevenueAmt091984
IRS990/PYProgramServiceRevenueAmt05513552
IRS990/PYRevenuesLessExpensesAmt0692210
IRS990/PYSalariesCompEmpBnftPaidAmt02478133
IRS990/PYTotalExpensesAmt05738882
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06431092
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0626956
IRS990/RegularMonitoringEnfrcInd01

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,475,160
Liabilities
$118,020,131
Net assets
$20,455,029
Revenue
$6,691,125
Expenses
$6,064,169
Net income
$626,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$280$254$26.3$13.2$11.6$1.65
2023Detailed filing. Detailed filing data is available for this year.$171$154$17.5$7.80$7.10$0.70
2022Detailed filing. Detailed filing data is available for this year.$177$162$15.4$6.86$6.05$0.81
2021Detailed filing. Detailed filing data is available for this year.$178$158$20.4$6.11$5.79$0.32
2020Detailed filing. Detailed filing data is available for this year.$162$141$20.9$6.06$5.92$0.14
2019Detailed filing. Detailed filing data is available for this year.$138$118$20.5$6.69$6.06$0.63
2018Detailed filing. Detailed filing data is available for this year.$130$111$19.3$6.43$5.74$0.69
2017Detailed filing. Detailed filing data is available for this year.$132$113$18.9$5.68$5.27$0.40
2016Detailed filing. Detailed filing data is available for this year.$128$109$18.5$5.36$5.09$0.27
2015Detailed filing. Detailed filing data is available for this year.$122$104$18.3$5.06$5.27$0.21
2014Detailed filing. Detailed filing data is available for this year.$124$105$18.7$5.18$5.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$122$104$18.8$5.38$5.20$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$107$18.9$4.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$88.5$18.7$5.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$111$92.2$18.6$5.64