Civic Intelligence

Southern Financial Exchange

990 • Fiscal year 2012 • EIN 72-0797058

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 28, 2013

Organization ProfileWWW.SFE.ORG

View Organization Page

1340 Poydras Street No 201070112-1221
Siviq Scores

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

Liabilities / Assets

65th percentile

0.33x

Higher debt load relative to assets than 65% of similar nonprofits.

2012 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

45th percentile

2.2%

Faster asset growth than 45% of similar nonprofits.

2012 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,969,367

Up $41,891 (+2.2%) from 2011

Net Assets

Up

$1,316,312

Up $38,284 (+3.0%) from 2011

Liabilities

Up

$653,055

Up $3,607 (+0.6%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$994,451

Up $55,226 (+5.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,840,996Liabilities 2010: $676,935Net Assets 2010: $1,164,0612010Assets 2011: $1,927,476Liabilities 2011: $649,448Net Assets 2011: $1,278,0282011Assets 2012: $1,969,367Liabilities 2012: $653,055Net Assets 2012: $1,316,3122012Assets 2013: $2,060,865Liabilities 2013: $660,438Net Assets 2013: $1,400,4272013Assets 2014: $2,025,993Liabilities 2014: $664,970Net Assets 2014: $1,361,0232014Assets 2015: $1,891,584Liabilities 2015: $676,401Net Assets 2015: $1,215,1832015Assets 2016: $1,920,691Liabilities 2016: $664,004Net Assets 2016: $1,256,6872016Assets 2017: $2,059,587Liabilities 2017: $742,006Net Assets 2017: $1,317,5812017Assets 2018: $2,169,905Liabilities 2018: $753,912Net Assets 2018: $1,415,9932018Assets 2019: $2,185,350Liabilities 2019: $768,132Net Assets 2019: $1,417,2182019Assets 2020: $2,268,510Liabilities 2020: $794,011Net Assets 2020: $1,474,4992020Assets 2021: $2,453,548Liabilities 2021: $846,390Net Assets 2021: $1,607,1582021Assets 2022: $2,564,260Liabilities 2022: $1,016,081Net Assets 2022: $1,548,1792022Assets 2023: $2,635,843Liabilities 2023: $918,424Net Assets 2023: $1,717,4192023Assets 2024: $2,949,471Liabilities 2024: $927,350Net Assets 2024: $2,022,1212024

Highlighted filing

2012

Assets$1,969,367
Liabilities$653,055
Net Assets$1,316,312
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $1,010,948Expenses 2010: $953,079Net Income 2010: $57,8692010Revenue 2011: $1,053,192Expenses 2011: $939,225Net Income 2011: $113,9672011Expenses 2012: $994,4512012Revenue 2013: $1,037,410Expenses 2013: $953,295Net Income 2013: $84,1152013Revenue 2014: $1,030,959Expenses 2014: $1,070,363Net Income 2014: -$39,4042014Revenue 2015: $1,048,158Expenses 2015: $1,193,998Net Income 2015: -$145,8402015Revenue 2016: $1,101,015Expenses 2016: $1,059,511Net Income 2016: $41,5042016Revenue 2017: $1,082,880Expenses 2017: $1,021,986Net Income 2017: $60,8942017Revenue 2018: $1,144,669Expenses 2018: $1,046,257Net Income 2018: $98,4122018Revenue 2019: $1,189,961Expenses 2019: $1,198,242Net Income 2019: -$8,2812019Revenue 2020: $1,148,072Expenses 2020: $1,093,431Net Income 2020: $54,6412020Revenue 2021: $1,354,861Expenses 2021: $1,209,504Net Income 2021: $145,3572021Revenue 2022: $1,479,798Expenses 2022: $1,538,777Net Income 2022: -$58,9792022Revenue 2023: $1,603,864Expenses 2023: $1,434,624Net Income 2023: $169,2402023Revenue 2024: $1,825,281Expenses 2024: $1,520,579Net Income 2024: $304,7022024

Highlighted filing

2012

Revenue-
Expenses$994,451
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 28, 2013
Return Version
2012v2.1
Gross Receipts
$1,032,735
Mission and Program Overview

Mission

Our mission is to provide leadership, education, and innovative, cost effective products and services for the mutual benefit of our members and their customers.

Filing and Contact Details

Filer

EIN
72-0797058
Raw XML AppendixShowing 400 of 537 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY053656
IRS990/AccountsPayableAccruedExpenses/EOY063450
IRS990/AccountsReceivable/BOY0420923
IRS990/AccountsReceivable/EOY0501661
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0PROMOTION OF ELECTRONIC FUNDS TRANSFER THROUGH THE AUTOMATIC CLEARING HOUSE FOR MEMBER FINANCIAL INSTITUTIONS WHICH INCLUDE BANKS, SAVINGS & LOANS, AND CREDIT UNIONS. OUR MISSION IS TO PROVIDE LEADERSHIP, EDUCATION, AND INNOVATIVE, COST EFFECTIVE PRODUCTS AND SERVICES FOR THE MUTUAL BENEFIT OF OUR MEMBERS AND THEIR CUSTOMERS.
IRS990/AddressPrincipalOfficerUS/AddressLine101340 POYDRAS STREET NO 2010
IRS990/AddressPrincipalOfficerUS/City0NEW ORLEANS
IRS990/AddressPrincipalOfficerUS/State0LA
IRS990/AddressPrincipalOfficerUS/ZIPCode0701121221
IRS990/AllOtherExpenses/ManagementAndGeneral01476
IRS990/AllOtherExpenses/ProgramServices013396
IRS990/AllOtherExpenses/Total014872
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY0297869
IRS990/CashNonInterestBearing/EOY0251434
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral09962
IRS990/CompCurrentOfficersDirectors/ProgramServices0189279
IRS990/CompCurrentOfficersDirectors/Total0199241
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/ProgramServices051376
IRS990/ConferencesMeetings/Total051376
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0595561
IRS990/ContributionsGrantsPriorYear0612598
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY0595792
IRS990/DeferredRevenue/EOY0589605
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ManagementAndGeneral0166
IRS990/DepreciationDepletion/ProgramServices03156
IRS990/DepreciationDepletion/Total03322
IRS990/DescribedIn501C300
IRS990/Description0PROMOTION OF ELECTRONIC FUNDS TRANSFER THROUGH THE AUTOMATIC CLEARING HOUSE FOR MEMBER FINANCIAL INSTITUTIONS WHICH INCLUDE BANKS, SAVINGS & LOANS, AND CREDIT UNIONS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/EmploymentTaxReturnsFiled01
IRS990/Expense0915993
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral026664
IRS990/FeesForServicesAccounting/Total026664
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek040.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek80.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek90.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek100.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek110.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek120.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek130.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek140.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek150.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek161.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek170.50
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector16X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector17X
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/NamePerson0LINDA M BRADFIELD
IRS990/Form990PartVIISectionA/NamePerson1NICK ANDERSON
IRS990/Form990PartVIISectionA/NamePerson2JIMMY GAMMILL
IRS990/Form990PartVIISectionA/NamePerson3JUDY D LONG
IRS990/Form990PartVIISectionA/NamePerson4DONALD S JACKSON
IRS990/Form990PartVIISectionA/NamePerson5FIELDING H JOHNSON JR
IRS990/Form990PartVIISectionA/NamePerson6KAREN MOONEY
IRS990/Form990PartVIISectionA/NamePerson7MIKE MCCARVER
IRS990/Form990PartVIISectionA/NamePerson8JAMES N CHAFFIN JR
IRS990/Form990PartVIISectionA/NamePerson9JAMES M FAZENDE III
IRS990/Form990PartVIISectionA/NamePerson10BART GREENE
IRS990/Form990PartVIISectionA/NamePerson11DONNA MCKEY
IRS990/Form990PartVIISectionA/NamePerson12RONNIE STEPHENS
IRS990/Form990PartVIISectionA/NamePerson13WILLIAM HAACKE
IRS990/Form990PartVIISectionA/NamePerson14SCOTT T SUTTON
IRS990/Form990PartVIISectionA/NamePerson15EP MORGAN
IRS990/Form990PartVIISectionA/NamePerson16MARTIN REGAN
IRS990/Form990PartVIISectionA/NamePerson17KELLY KIKER
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation041705
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/OtherCompensation160
IRS990/Form990PartVIISectionA/OtherCompensation170
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization0176320
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization160
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/Title0PRESIDENT & CEO
IRS990/Form990PartVIISectionA/Title1BOARD MEMBER
IRS990/Form990PartVIISectionA/Title2BOARD MEMBER
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4CHAIRPERSON
IRS990/Form990PartVIISectionA/Title5BOARD MEMBER
IRS990/Form990PartVIISectionA/Title6BOARD MEMBER
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8BOARD MEMBER
IRS990/Form990PartVIISectionA/Title9BOARD MEMBER
IRS990/Form990PartVIISectionA/Title10BOARD MEMBER
IRS990/Form990PartVIISectionA/Title11BOARD MEMBER
IRS990/Form990PartVIISectionA/Title12VICE CHAIRPERSON
IRS990/Form990PartVIISectionA/Title13BOARD MEMBER
IRS990/Form990PartVIISectionA/Title14BOARD MEMBER
IRS990/Form990PartVIISectionA/Title15IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionA/Title16SECRETARY/TREASURER
IRS990/Form990PartVIISectionA/Title17BOARD MEMBER
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts01032735
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/ManagementAndGeneral08408
IRS990/Insurance/Total08408
IRS990/InventoriesForSaleOrUse/BOY011537
IRS990/InventoriesForSaleOrUse/EOY09569
IRS990/InvestmentIncomeCurrentYear06918
IRS990/InvestmentIncome/ExclusionAmount06918
IRS990/InvestmentIncomePriorYear08350
IRS990/InvestmentIncome/TotalRevenueColumn06918
IRS990/InvestmentInJointVenture00
IRS990/LandBldgEquipmentAccumDeprec0102824
IRS990/LandBuildingsEquipmentBasis0105446
IRS990/LandBuildingsEquipmentBasisNet/BOY05036
IRS990/LandBuildingsEquipmentBasisNet/EOY02622
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembershipDues0595561
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0OUR MISSION IS TO PROVIDE LEADERSHIP, EDUCATION, AND INNOVATIVE, COST EFFECTIVE PRODUCTS AND SERVICES FOR THE MUTUAL BENEFIT OF OUR MEMBERS AND THEIR CUSTOMERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0LINDA BRADFIELD
IRS990/NbrIndependentVotingMembers017
IRS990/NbrVotingGoverningBodyMembers017
IRS990/NbrVotingMembersGoverningBody017
IRS990/NetAssetsOrFundBalancesBOY01278028
IRS990/NetAssetsOrFundBalancesEOY01316312
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109604
IRS990/NumberIndependentVotingMembers017
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees06
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral01610
IRS990/Occupancy/ProgramServices030589
IRS990/Occupancy/Total032199
IRS990/OfficeExpenses/ManagementAndGeneral07972
IRS990/OfficeExpenses/ProgramServices020933
IRS990/OfficeExpenses/Total028905
IRS990/OfficerEntityWithBsnssRltnshp01
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY02591
IRS990/OtherAssetsTotal/EOY02591
IRS990/OtherEmployeeBenefits/ManagementAndGeneral05590
IRS990/OtherEmployeeBenefits/ProgramServices074266
IRS990/OtherEmployeeBenefits/Total079856
IRS990/OtherExpensePriorYear0354349
IRS990/OtherExpensesCurrentYear0377055
IRS990/OtherExpenses/Description0SEMINAR EXPENSE
IRS990/OtherExpenses/Description1NACHA DUES
IRS990/OtherExpenses/Description2PUBLICATION EXPENSE
IRS990/OtherExpenses/Description3MARKETING
IRS990/OtherExpenses/ProgramServices061591
IRS990/OtherExpenses/ProgramServices155250
IRS990/OtherExpenses/ProgramServices240661
IRS990/OtherExpenses/ProgramServices324515
IRS990/OtherExpenses/Total061591
IRS990/OtherExpenses/Total155250
IRS990/OtherExpenses/Total240661
IRS990/OtherExpenses/Total324515
IRS990/OtherRevenueCurrentYear06890
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/Description0MISCELLANEOUS INCOME
IRS990/OtherRevenueMisc/Description1NACHA REBATES
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome06467
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome1423
IRS990/OtherRevenueMisc/TotalRevenueColumn06467
IRS990/OtherRevenueMisc/TotalRevenueColumn1423
IRS990/OtherRevenuePriorYear05781
IRS990/OtherSalariesAndWages/ManagementAndGeneral013843
IRS990/OtherSalariesAndWages/ProgramServices0268290
IRS990/OtherSalariesAndWages/Total0282133
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral01521
IRS990/PayrollTaxes/ProgramServices029297
IRS990/PayrollTaxes/Total030818
IRS990/PensionPlanContributions/ManagementAndGeneral01246
IRS990/PensionPlanContributions/ProgramServices024102
IRS990/PensionPlanContributions/Total025348
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY028856
IRS990/PrepaidExpensesDeferredCharges/EOY035960
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0541900
IRS990/ProgramServiceRevenue/BusinessCode1541900
IRS990/ProgramServiceRevenue/BusinessCode2541900
IRS990/ProgramServiceRevenue/BusinessCode3541900
IRS990/ProgramServiceRevenueCY0423366
IRS990/ProgramServiceRevenue/Description0CONTRACT SERVICES INCO
IRS990/ProgramServiceRevenue/Description1SEMINAR INCOME
IRS990/ProgramServiceRevenue/Description2CONFERENCE INCOME
IRS990/ProgramServiceRevenue/Description3PUBLICATION INCOME
IRS990/ProgramServiceRevenuePriorYear0426463
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0173245
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1112642
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome281526
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome355953
IRS990/ProgramServiceRevenue/TotalRevenueColumn0173245
IRS990/ProgramServiceRevenue/TotalRevenueColumn1112642
IRS990/ProgramServiceRevenue/TotalRevenueColumn281526
IRS990/ProgramServiceRevenue/TotalRevenueColumn355953
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses038284
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue0430256
IRS990/RevenuesLessExpensesCY038284
IRS990/RevenuesLessExpensesPriorYear0113967
IRS990/SalariesEtcCurrentYear0617396
IRS990/SalariesEtcPriorYear0584876
IRS990/SavingsAndTempCashInvestments/BOY01160664
IRS990/SavingsAndTempCashInvestments/EOY01165530
IRS990/ScheduleBRequired00
IRS990ScheduleD/Equipment/BookValue02622
IRS990ScheduleD/Equipment/Depreciation0102824
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0105446
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0994451
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2012 AND 2011, MANAGEMENT OF SFE BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT ALSO BELIEVES THAT SFE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01032735
IRS990ScheduleD/TotalExpensesPerForm9900994451
IRS990ScheduleD/TotalOfBookValueLandBuildings02622
IRS990ScheduleD/TotalRevenuePerForm99001032735
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0994451
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01032735
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0161562
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg014758
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg022920
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0LINDA M BRADFIELD
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg018785
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/Title0PRESIDENT & CEO
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0218025
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction0201677
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction1202753
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction2100240
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction3252316
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0NICK SERVES AS A BOARD MEMBER OF TRIUMPH BANK. SOUTHERN FINANCIAL EXCHANGE HELD A CERTIFICATE OF DEPOSIT WITH TRIUMPH BANK.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction1JUDY SERVES AS A BOARD MEMBER OF FIRST CITIZENS NATIONAL BANK. SOUTHERN FINANCIAL EXCHANGE HOLDS A CERTIFICATE OF DEPOSIT WITH FIRST CITIZENS NATIONAL BANK.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction2RONNIE SERVES AS A BOARD MEMBER OF PELICAN STATE CREDIT UNION. SOUTHERN FINANCIAL EXCHANGE HOLDS A CERTIFICATE OF DEPOSIT WITH PELICAN STATE CREDIT UNION.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction3BART SERVES AS A BOARD MEMBER OF THE FIRST NATIONAL BANK OF WYNNE. SOUTHERN FINANCIAL EXCHANGE HOLDS A CERTIFICATE OF DEPOSIT WITH FIRST NATIONAL BANK OF WYNNE.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0MIKE MCCARVER
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson1JUDY LONG
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson2RONNIE STEPHENS
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson3BART GREENE
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship2BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship3BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues10
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,969,367
Liabilities
$653,055
Net assets
$1,316,312
Revenue
-
Expenses
$994,451
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.93$2.02$1.83$1.52$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.92$1.72$1.60$1.43$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.56$1.02$1.55$1.48$1.54$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.85$1.61$1.35$1.21$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.79$1.47$1.15$1.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.77$1.42$1.19$1.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.75$1.42$1.14$1.05$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.74$1.32$1.08$1.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.66$1.26$1.10$1.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.68$1.22$1.05$1.19$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.66$1.36$1.03$1.07$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.66$1.40$1.04$0.95$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.65$1.32$0.99
2011Summary only. Only limited summary data is available for this year.$1.93$0.65$1.28$1.05$0.94$0.11
2010Summary only. Only limited summary data is available for this year.$1.84$0.68$1.16$1.01$0.95$0.06