Civic Intelligence

Southern Credit Union

990 • Fiscal year 2021 • EIN 62-0365265

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

Organization ProfileWWW.SOUTHERNCU.COM

View Organization Page

P O Box 3490Chattanooga, TN 37402

(423) 629-2578

Siviq Scores

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

Liabilities / Assets

60th percentile

0.89x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

31.39x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2021

Net Margin

20th percentile

0.8%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2021

Asset Growth

89th percentile

15%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

3.2%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$26,411,955

Up $3,519,902 (+15%) from 2020

Net Assets

Up

$2,853,391

Up $8,507 (+0.3%) from 2020

Liabilities

Up

$23,558,564

Up $3,511,395 (+18%) from 2020

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin20th percentile

Revenue

Up

$750,608

Up $23,069 (+3.2%) from 2020

Expenses

Down

$744,924

Down $70,879 (-8.7%) from 2020

Net Income

Up

$5,684

Up $93,948 (+106%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$30M$20M$10M$0Assets 2010: $20,658,495Liabilities 2010: $17,913,618Net Assets 2010: $2,744,8772010Assets 2011: $20,504,867Liabilities 2011: $17,803,066Net Assets 2011: $2,701,8012011Assets 2012: $19,865,461Liabilities 2012: $17,131,117Net Assets 2012: $2,734,3442012Assets 2013: $20,093,096Liabilities 2013: $17,315,146Net Assets 2013: $2,777,9502013Assets 2014: $20,451,958Liabilities 2014: $17,615,009Net Assets 2014: $2,836,9492014Assets 2015: $21,199,824Liabilities 2015: $18,342,284Net Assets 2015: $2,857,5402015Assets 2016: $22,027,609Liabilities 2016: $19,161,958Net Assets 2016: $2,865,6512016Assets 2017: $22,011,027Liabilities 2017: $19,114,724Net Assets 2017: $2,896,3032017Assets 2018: $21,380,321Liabilities 2018: $18,471,919Net Assets 2018: $2,908,4022018Assets 2019: $20,373,992Liabilities 2019: $17,440,843Net Assets 2019: $2,933,1492019Assets 2020: $22,892,053Liabilities 2020: $20,047,169Net Assets 2020: $2,844,8842020Assets 2021: $26,411,955Liabilities 2021: $23,558,564Net Assets 2021: $2,853,3912021Assets 2022: $22,566,623Liabilities 2022: $19,720,830Net Assets 2022: $2,845,7932022Assets 2023: $20,960,922Liabilities 2023: $18,565,668Net Assets 2023: $2,395,2542023Assets 2024: $20,695,982Liabilities 2024: $18,398,354Net Assets 2024: $2,297,6282024

Highlighted filing

2021

Assets$26,411,955
Liabilities$23,558,564
Net Assets$2,853,391
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,284,3992010Expenses 2011: $1,009,6622011Expenses 2012: $938,0102012Revenue 2013: $990,454Expenses 2013: $946,849Net Income 2013: $43,6052013Revenue 2014: $957,480Expenses 2014: $898,482Net Income 2014: $58,9982014Revenue 2015: $930,597Expenses 2015: $910,006Net Income 2015: $20,5912015Revenue 2016: $890,940Expenses 2016: $882,829Net Income 2016: $8,1112016Revenue 2017: $874,304Expenses 2017: $843,652Net Income 2017: $30,6522017Revenue 2018: $909,682Expenses 2018: $897,582Net Income 2018: $12,1002018Revenue 2019: $909,309Expenses 2019: $884,563Net Income 2019: $24,7462019Revenue 2020: $727,539Expenses 2020: $815,803Net Income 2020: -$88,2642020Revenue 2021: $750,608Expenses 2021: $744,924Net Income 2021: $5,6842021Revenue 2022: $762,172Expenses 2022: $809,766Net Income 2022: -$47,5942022Revenue 2023: $452,172Expenses 2023: $902,710Net Income 2023: -$450,5382023Revenue 2024: $908,776Expenses 2024: $1,006,402Net Income 2024: -$97,6262024

Highlighted filing

2021

Revenue$750,608
Expenses$744,924
Net Income$5,684
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 9, 2022
Return Version
2021v4.0
Gross Receipts
$750,608
Mission and Program Overview

Mission

Credit union - to provide services to approximately 1,642 members in the form of loans, savings, and other financial services.

Credit union - to provide financial services for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,042,696$10,098,696▲ $9,056,000
Accounts Receivable$9,243,850$8,261,286▼ $982,564
Cash and Non-Interest-Bearing Accounts$6,843,635$5,438,366▼ $1,405,269
Savings and Temporary Cash Investments$5,328,000$2,178,000▼ $3,150,000
Rtn Earn Endowment Incm Other Fnds$2,059,832$2,065,517▲ $5,685
Cap Stk Tr Prin Current Funds$785,052$787,874▲ $2,822
Land, Buildings, and Equipment, Net$188,162$140,300▼ $47,862
Prepaid Expenses and Deferred Charges$23,975$56,754▲ $32,779
Total Assets$22,892,053$26,411,955▲ $3,519,902
Other Assets Total$221,735$238,553▲ $16,818
Liabilities
Other Liabilities$19,998,106$23,499,153▲ $3,501,047
Accounts Payable and Accrued Expenses$49,063$59,411▲ $10,348
Total Liabilities$20,047,169$23,558,564▲ $3,511,395
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,844,884$2,853,391▲ $8,507
Total Liabilities and Net Assets / Fund Balance$22,892,053$26,411,955▲ $3,519,902

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$88,660$232,212$320,872
Equipment$7,793$165,324$173,117
Buildings-$118,968$118,968
Land$43,847-$43,847
Other Securities$151,696--
Compensation and Service Providers
Top Officer Pay10th percentile

Board Members and Trustees

NameTitle
Stephen L EvansPresident
John BornBoard Mem
Clifford L LowranceBoard Mem/su
Sandy WallisBoard Mem/su
GREG M O'NEALBoard Member
Joanie Murphey-copeBoard Member
Mike StacksBoard Member
Cindy D BealeCEO
Charles YoungOperations/l
Donna CunninghamSecretary/tr
Theodore JacksonSupervisory
Danny E HolmesVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$492,363
Investment Income
$67,741
Other Revenue
$190,504
Change in Net Assets
$5,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$396,051
Other Expenses$348,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$303,924-$303,924
Office Expenses-$113,775-$113,775
Other Employee Benefits-$64,406-$64,406
Interest-$52,810-$52,810
Occupancy-$52,493-$52,493
Payroll Taxes-$18,115-$18,115
Pension Plan Contributions-$9,606-$9,606
Other Expenses-$5,000-$5,000
All Other Expenses-$4,337-$4,337
Conferences and Meetings-$4,250-$4,250
Total Functional Expenses$0$744,924$0$744,924
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$10,678,907
All Other Shares$7,447,820
Share Drafts$5,372,426
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The credit union is owned by the members.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors is elected by the membership (one member, one vote). All duties, powers, and responsibilities are controlled by the board of directors. The members elect the board of directors at the annual meeting every year.”

Form 990, Page 6, Part VI, Line 7B

“Some decisions made by the board of directors are affirmed by the members.”

Form 990, Page 6, Part VI, Line 11B

“The manager reviews the form 990. The form 990 is available for review by the board of directors upon request.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors use a comparison of credit union compensation.”

Form 990, Page 6, Part VI, Line 19

“Financial documents are posted in the credit union lobby by the 15th of the subsequent month.”

Filing and Contact Details

Filer

Filer Name
Southern Credit Union
EIN
62-0365265
Phone
4236292578
Address
P O BOX 3490, CHATTANOOGA, TN 37402

Signing Officer

Name
Cindy D Beale
Title
CEO
Phone
4236292578
Signed
2022-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy D Beale
Formed
1932
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
7
Volunteers
10

Preparer

Firm
Cu Audit & Compliance Group
Address
3692 COOLIDGE CT, TALLAHASSEE, FL 32311-7890
Preparer
Amanda Onkst
Phone
2054372176
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Hours of service are related to duties of the board of directors and supervisory committee without compensation.”

Form 990, Page 2, Part III, Line 4D

“Cuna program grant made in 2017 for 2,500.”

Form 990, Page 5, Part V, Line 3B

“The credit union had no unrelated buisness income.”

Form 990, Part XI, Line 9

“Due to rounding 1 other changes 2,822 due to rounding 0 total 2,823”

Form 990, Part XII

“Annual agreed upon procedures are performed by an independent auditor.”

Raw XML Appendix389 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/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0430169
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt162194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0430169
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt162194
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION PROVIDED A VARIETY OF DEPOSIT SERVICES FOR ITS MEMBERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt052810
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CUNA PROGRAM GRANT MADE IN 2017 FOR 2,500.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0133960
IRS990/PYOtherExpensesAmt0402661
IRS990/PYOtherRevenueAmt045565
IRS990/PYProgramServiceRevenueAmt0548014
IRS990/PYRevenuesLessExpensesAmt0-88264
IRS990/PYSalariesCompEmpBnftPaidAmt0413142
IRS990/PYTotalExpensesAmt0815803
IRS990/PYTotalRevenueAmt0727539
IRS990/ReconcilationRevenueExpnssAmt05684
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02059832
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02065517
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05328000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02178000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0118968
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0118968
IRS990ScheduleD/EquipmentGrp/BookValueAmt07793
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0165324
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0173117
IRS990ScheduleD/LandGrp/BookValueAmt043847
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt043847
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt088660
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0232212
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0320872
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010678907
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17447820
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25372426
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ALL OTHER SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SHARE DRAFTS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt09947000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1151696
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALL OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PAID-IN-CAPITAL- VCCU
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0140300
IRS990ScheduleD/TotalBookValueSecuritiesAmt010098696
IRS990ScheduleD/TotalLiabilityAmt023499153
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOURS OF SERVICE ARE RELATED TO DUTIES OF THE BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE WITHOUT COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CUNA PROGRAM GRANT MADE IN 2017 FOR 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION HAD NO UNRELATED BUISNESS INCOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CREDIT UNION IS OWNED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP (ONE MEMBER, ONE VOTE). ALL DUTIES, POWERS, AND RESPONSIBILITIES ARE CONTROLLED BY THE BOARD OF DIRECTORS. THE MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING EVERY YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOME DECISIONS MADE BY THE BOARD OF DIRECTORS ARE AFFIRMED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MANAGER REVIEWS THE FORM 990. THE FORM 990 IS AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS USE A COMPARISON OF CREDIT UNION COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FINANCIAL DOCUMENTS ARE POSTED IN THE CREDIT UNION LOBBY BY THE 15TH OF THE SUBSEQUENT MONTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUE TO ROUNDING 1 OTHER CHANGES 2,822 DUE TO ROUNDING 0 TOTAL 2,823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ANNUAL AGREED UPON PROCEDURES ARE PERFORMED BY AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt022892053
IRS990/TotalAssetsEOYAmt026411955
IRS990/TotalAssetsGrp/BOYAmt022892053
IRS990/TotalAssetsGrp/EOYAmt026411955
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0744924
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0744924
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020047169
IRS990/TotalLiabilitiesEOYAmt023558564
IRS990/TotalLiabilitiesGrp/BOYAmt020047169
IRS990/TotalLiabilitiesGrp/EOYAmt023558564
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02844884
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02853391
IRS990/TotalProgramServiceExpensesAmt0744924
IRS990/TotalProgramServiceRevenueAmt0492363
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0750608
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0750608
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022892053
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026411955
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 3490
IRS990/USAddress/CityNm0CHATTANOOGA
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd0374040490
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SOUTHERNCU.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY D BEALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04236292578
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0620365265
ReturnHeader/Filer/PhoneNum04236292578
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3490
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CU AUDIT & COMPLIANCE GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03692 COOLIDGE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0323117890
ReturnHeader/PreparerPersonGrp/PhoneNum02054372176
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ONKST
ReturnHeader/ReturnTs02022-06-09T09:08:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CINDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEALE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$26,411,955
Liabilities
$23,558,564
Net assets
$2,853,391
Revenue
$750,608
Expenses
$744,924
Net income
$5,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.7$18.4$2.30$0.91$1.01$0.10
2023Detailed filing. Detailed filing data is available for this year.$21.0$18.6$2.40$0.45$0.90$0.45
2022Detailed filing. Detailed filing data is available for this year.$22.6$19.7$2.85$0.76$0.81$0.05
2021Detailed filing. Detailed filing data is available for this year.$26.4$23.6$2.85$0.75$0.74$0.01
2020Detailed filing. Detailed filing data is available for this year.$22.9$20.0$2.84$0.73$0.82$0.09
2019Detailed filing. Detailed filing data is available for this year.$20.4$17.4$2.93$0.91$0.88$0.02
2018Detailed filing. Detailed filing data is available for this year.$21.4$18.5$2.91$0.91$0.90$0.01
2017Detailed filing. Detailed filing data is available for this year.$22.0$19.1$2.90$0.87$0.84$0.03
2016Detailed filing. Detailed filing data is available for this year.$22.0$19.2$2.87$0.89$0.88$0.01
2015Detailed filing. Detailed filing data is available for this year.$21.2$18.3$2.86$0.93$0.91$0.02
2014Detailed filing. Detailed filing data is available for this year.$20.5$17.6$2.84$0.96$0.90$0.06
2013Detailed filing. Detailed filing data is available for this year.$20.1$17.3$2.78$0.99$0.95$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$17.1$2.73$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$17.8$2.70$1.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$17.9$2.74$1.28