Civic Intelligence

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990 • Fiscal year 2014 • EIN 62-0787251

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization ProfileN/A
26 Century BlvdNashville, TN 37214

(615) 872-6380

Siviq Scores

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

Liabilities / Assets

69th percentile

0.89x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

15.45x

Higher debt load relative to revenue than 27% of similar nonprofits.

2014 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2014

Net Margin

91st percentile

22%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

63rd percentile

$79,044

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2014 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2014

Asset Growth

98th percentile

23%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

4.2%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$16,075,801

Up $3,054,791 (+23%) from 2013

Net Assets

Up

$1,787,465

Up $204,295 (+13%) from 2013

Liabilities

Up

$14,288,336

Up $2,850,496 (+25%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin91st percentile

Revenue

Up

$924,813

Up $37,496 (+4.2%) from 2013

Expenses

Up

$720,518

Up $48,582 (+7.2%) from 2013

Net Income

Down

$204,295

Down $11,086 (-5.1%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$30M$20M$10M$0Assets 2010: $11,221,796Liabilities 2010: $9,649,877Net Assets 2010: $1,571,9192010Assets 2011: $9,830,212Liabilities 2011: $8,519,156Net Assets 2011: $1,311,0562011Assets 2012: $11,513,089Liabilities 2012: $10,145,299Net Assets 2012: $1,367,7902012Assets 2013: $13,021,010Liabilities 2013: $11,437,840Net Assets 2013: $1,583,1702013Assets 2014: $16,075,801Liabilities 2014: $14,288,336Net Assets 2014: $1,787,4652014Assets 2015: $17,873,364Liabilities 2015: $15,932,455Net Assets 2015: $1,940,9092015Assets 2016: $17,492,175Liabilities 2016: $15,345,074Net Assets 2016: $2,147,1012016Assets 2017: $18,561,890Liabilities 2017: $16,311,576Net Assets 2017: $2,250,3142017Assets 2018: $17,931,087Liabilities 2018: $15,529,101Net Assets 2018: $2,401,9862018Assets 2019: $17,709,445Liabilities 2019: $15,305,907Net Assets 2019: $2,403,5382019Assets 2020: $19,560,560Liabilities 2020: $17,195,033Net Assets 2020: $2,365,5272020Assets 2021: $23,226,032Liabilities 2021: $20,881,138Net Assets 2021: $2,344,8942021Assets 2022: $19,125,343Liabilities 2022: $16,763,671Net Assets 2022: $2,361,6722022Assets 2023: $17,316,460Liabilities 2023: $14,902,452Net Assets 2023: $2,414,0082023Assets 2024: $17,268,901Liabilities 2024: $14,816,571Net Assets 2024: $2,452,3302024

Highlighted filing

2014

Assets$16,075,801
Liabilities$14,288,336
Net Assets$1,787,465
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $754,8842010Expenses 2011: $854,6122011Expenses 2012: $670,8402012Revenue 2013: $887,317Expenses 2013: $671,936Net Income 2013: $215,3812013Revenue 2014: $924,813Expenses 2014: $720,518Net Income 2014: $204,2952014Revenue 2015: $950,229Expenses 2015: $686,397Net Income 2015: $263,8322015Revenue 2016: $1,058,830Expenses 2016: $852,638Net Income 2016: $206,1922016Revenue 2017: $1,075,679Expenses 2017: $972,466Net Income 2017: $103,2132017Revenue 2018: $1,108,533Expenses 2018: $956,861Net Income 2018: $151,6722018Revenue 2019: $1,058,641Expenses 2019: $1,030,089Net Income 2019: $28,5522019Revenue 2020: $925,911Expenses 2020: $973,343Net Income 2020: -$47,4322020Revenue 2021: $864,914Expenses 2021: $874,822Net Income 2021: -$9,9082021Revenue 2022: $870,827Expenses 2022: $854,049Net Income 2022: $16,7782022Revenue 2023: $1,075,284Expenses 2023: $1,022,948Net Income 2023: $52,3362023Revenue 2024: $1,125,798Expenses 2024: $1,087,476Net Income 2024: $38,3222024

Highlighted filing

2014

Revenue$924,813
Expenses$720,518
Net Income$204,295
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$924,813
Mission and Program Overview

Mission

CREDIT UNION SERVICES

CU SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$12,524,340-
Savings and Temporary Cash Investments-$3,046,426-
Rtn Earn Endowment Incm Other Fnds-$1,787,465-
Cash and Non-Interest-Bearing Accounts-$178,882-
Land, Buildings, and Equipment, Net-$2,343-
Total Assets$0$16,075,801▲ $16,075,801
Other Assets Total-$323,810-
Liabilities
Other Liabilities-$14,288,336-
Total Liabilities$0$14,288,336▲ $14,288,336
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$1,787,465▲ $1,787,465
Total Liabilities and Net Assets / Fund Balance$0$16,075,801▲ $16,075,801

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,343$149,983-
Other Assets Org$3,002--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joe MenningerPresidentFT$79,044$79,044

Board Members and Trustees

NameTitle
James OdellChairman
Derrick CoginVice Chair
Brendan ThompsonAudit Liaison
Lynn BissingerSec
Bert MckeandTreas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$680,572
Investment Income
$0
Other Revenue
$244,241
Change in Net Assets
$204,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$924,813
Total Revenue per Audited Statements
$924,813
Total Revenue per Form 990
$924,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$409,460
Salaries, Compensation, and Employee Benefits$311,058
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$242,260$0$0$242,260
Other Expenses$89,499$0$0$89,499
Other Employee Benefits$68,798$0$0$68,798
Occupancy$35,599$0$0$35,599
Depreciation Depletion$11,424$0$0$11,424
Total Functional Expenses$720,518$0$0$720,518

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$720,518
Total Expenses per Audited Statements$720,518
Total Expenses per Form 990$720,518
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Deposits$14,290,077
Isi Cdi A/p$3,971
On-line Atm Clrng$3,963
Cdi/p$2,799
B/up W/h$1,647
M/c Pmts in Process$168
Ach Rdc Clrng$129
Ach Rdc Clrng$-1,299
Visa Gift Cds/p$-2,579
Suspense Disputes$-10,540
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Willis Credit Union
EIN
62-0787251
Phone
6158726380
Address
26 CENTURY BLVD, NASHVILLE, TN 37214

Signing Officer

Name
James Odell
Title
Chairman
Phone
6158726380
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Odell
Formed
1967
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
5

Preparer

Firm
Milton G Anderson CPA Pc
Address
211 DONELSON PIKE STE 113, NASHVILLE, TN 37214-2929
Preparer
Milton G Anderson CPA
Phone
6158710290
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“CU MBRSHIP”

Pt VI, Line 7A

“CU MBRSHIP”

Pt VI, Line 11B

“BOARD MEETINGS”

Pt VI, Line 12C

“BOARD MEETINGS”

Pt VI, Line 15A

“COMPENSATION COMMITTEE”

Pt VI, Line 15B

“COMPENSATION COMMITTEE”

Raw XML Appendix338 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2AUDIT LIAISON
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc0INTEREST ON MEMBER DEPOSITS
IRS990/OtherExpensesGrp/Desc1OTHER OFFICE OCCUPANCY AND OPS
IRS990/OtherExpensesGrp/Desc2OTHER OPS EXPENSES
IRS990/OtherExpensesGrp/Desc3PROVISION FOR LOAN LOSSES
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CIP
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PPD EXPS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED INT RECV
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ISI CDI A/P
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4M/C PMTS IN PROCESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5SUSPENSE DISPUTES
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7ACH RDC CLRNG
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8ACH RDC CLRNG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CU MBRSHIP
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
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IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt016075801
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt016075801
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0720518
IRS990/TotalFunctionalExpensesGrp/TotalAmt0720518
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt014288336
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt014288336
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01787465
IRS990/TotalProgramServiceExpensesAmt0720518
IRS990/TotalProgramServiceRevenueAmt0680572
IRS990/TotalReportableCompFromOrgAmt079044
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0924813
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0924813
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016075801
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt026 CENTURY BLVD STE 3
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037214
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ODELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06158726380
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIS CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0620787251
ReturnHeader/Filer/PhoneNum06158726380
ReturnHeader/Filer/USAddress/AddressLine1Txt026 CENTURY BLVD
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILTON G ANDERSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 DONELSON PIKE STE 113
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0372142929
ReturnHeader/PreparerPersonGrp/PhoneNum06158710290
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MILTON G ANDERSON CPA
ReturnHeader/ReturnTs02015-11-11T18:58:05-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,075,801
Liabilities
$14,288,336
Net assets
$1,787,465
Revenue
$924,813
Expenses
$720,518
Net income
$204,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.3$14.8$2.45$1.13$1.09$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$14.9$2.41$1.08$1.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$19.1$16.8$2.36$0.87$0.85$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$20.9$2.34$0.86$0.87$0.01
2020Detailed filing. Detailed filing data is available for this year.$19.6$17.2$2.37$0.93$0.97$0.05
2019Detailed filing. Detailed filing data is available for this year.$17.7$15.3$2.40$1.06$1.03$0.03
2018Summary only. Only limited summary data is available for this year.$17.9$15.5$2.40$1.11$0.96$0.15
2017Detailed filing. Detailed filing data is available for this year.$18.6$16.3$2.25$1.08$0.97$0.10
2016Detailed filing. Detailed filing data is available for this year.$17.5$15.3$2.15$1.06$0.85$0.21
2015Detailed filing. Detailed filing data is available for this year.$17.9$15.9$1.94$0.95$0.69$0.26
2014Detailed filing. Detailed filing data is available for this year.$16.1$14.3$1.79$0.92$0.72$0.20
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$11.4$1.58$0.89$0.67$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$10.1$1.37$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.83$8.52$1.31$0.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$9.65$1.57$0.75