Civic Intelligence

Unknown Organization

990 • Fiscal year 2014 • EIN 75-0916203

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile

View Organization Page

3884 S Shiloh Road Ste 116Garland, TX 75041

(972) 271-4100

Siviq Scores

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

Liabilities / Assets

10th percentile

0.51x

Higher debt load relative to assets than 10% of similar nonprofits.

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

Liabilities / Revenue

13th percentile

10.21x

Higher debt load relative to revenue than 13% of similar nonprofits.

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

Net Margin

99th percentile

59%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

96th percentile

$140,799

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

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

Asset Growth

71st percentile

3.9%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

24th percentile

-4.8%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$12,209,656

Up $462,870 (+3.9%) from 2013

Net Assets

Up

$5,950,649

Up $360,174 (+6.4%) from 2013

Liabilities

Up

$6,259,007

Up $102,696 (+1.7%) from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin99th percentile

Revenue

Down

$613,003

Down $30,753 (-4.8%) from 2013

Expenses

Down

$252,829

Down $100,072 (-28%) from 2013

Net Income

Up

$360,174

Up $69,319 (+24%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$15M$10M$5.0M$0Assets 2010: $10,614,421Liabilities 2010: $5,912,377Net Assets 2010: $4,702,0442010Assets 2011: $11,143,749Liabilities 2011: $6,167,561Net Assets 2011: $4,976,1882011Assets 2012: $11,614,513Liabilities 2012: $6,315,093Net Assets 2012: $5,299,4202012Assets 2013: $11,746,786Liabilities 2013: $6,156,311Net Assets 2013: $5,590,4752013Assets 2014: $12,209,656Liabilities 2014: $6,259,007Net Assets 2014: $5,950,6492014

Highlighted filing

2014

Assets$12,209,656
Liabilities$6,259,007
Net Assets$5,950,649
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

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

$800K$600K$400K$200K$0Expenses 2010: $422,3982010Expenses 2011: $407,1932011Expenses 2012: $345,7352012Revenue 2013: $643,756Expenses 2013: $352,901Net Income 2013: $290,8552013Revenue 2014: $613,003Expenses 2014: $252,829Net Income 2014: $360,1742014

Highlighted filing

2014

Revenue$613,003
Expenses$252,829
Net Income$360,174
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Gross Receipts
$613,003
Mission and Program Overview

Mission

Provider of Credit Union Financial Services to Credit Union Membership.

Share savings accounts and loans to member, is state chartered, a member of NCUA, and Texas Credit Union League

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$8,250,025$7,395,741▼ $854,284
Rtn Earn Endowment Incm Other Fnds$5,590,475$5,950,649▲ $360,174
Investments Other Securities$2,397,860$3,242,623▲ $844,763
Savings and Temporary Cash Investments$1,094,124$1,519,922▲ $425,798
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Prepaid Expenses and Deferred Charges$-107,000$-58,500▲ $48,500
Total Assets$11,746,786$12,209,656▲ $462,870
Other Assets Total$111,277$109,370▼ $1,907
Liabilities
Other Liabilities$6,047,072$6,190,821▲ $143,749
Accounts Payable and Accrued Expenses$109,239$68,186▼ $41,053
Total Liabilities$6,156,311$6,259,007▲ $102,696
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,590,475$5,950,649▲ $360,174
Total Liabilities and Net Assets / Fund Balance$11,746,786$12,209,656▲ $462,870

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,242,623--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gestie L LawPresident/ManagerFT$140,799$140,799

Board Members and Trustees

NameTitle
Hubert D CottongameChairperson
R W CheekVice Chairperson
Billy J DukeDirector
Larry L FaggDirector
Jerry SmithSecretary
Billy PreistTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$526,730
Investment Income
$61,913
Other Revenue
$24,360
Change in Net Assets
$360,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$202,005
Other Expenses$25,462
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$140,799--$140,799
Other Salaries and Wages$41,874--$41,874
Office Expenses$41,664--$41,664
Benefits to Members$25,362--$25,362
Occupancy$20,469--$20,469
Insurance$9,573--$9,573
Payroll Taxes$8,788--$8,788
Other Employee Benefits$7,128--$7,128
Depreciation Depletion$4,126--$4,126
Pension Plan Contributions$3,416--$3,416
Information Technology$2,987--$2,987
Conferences and Meetings$1,036--$1,036
Advertising$272--$272
Travel$-7,637--$-7,637
Other Expenses$-47,028$0$0$-47,028
Total Functional Expenses$252,829$0$0$252,829
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
share deposits$6,190,821
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Twenty-five dollars is thee required amount for membership in this credit union. Each member has one (1) vote.”

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

“The form is reviewed at the Regular Scheduled Monthly Board Meeting by the Board of Directors.”

Form 990, Part VI, Section B, Line 15

“President/Manager salary review and adjusted by the Board of Directors based on the profitability and performance the credit union”

Form 990, Part VI, Section C, Line 19

“Members may request to view the records in person by appointment. Records can not be copied or removed from the office.”

Filing and Contact Details

Filer

Filer Name
Dallas Santa Fe Credit Union
EIN
75-0916203
Phone
9722714100
Address
3884 S Shiloh Road Ste 116, Garland, TX 75041

Signing Officer

Name
Gertsie Law
Title
President
Phone
9722714100
Signed
2015-05-05

Organization Details

Principal Officer
Gertsie L Law
Formed
1947
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
2
Raw XML Appendix362 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/ActivityOrMissionDesc0Share savings accounts and loans to member, is state chartered, a member of NCUA, and Texas Credit Union League
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IRS990/AdvertisingGrp/TotalAmt0272
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IRS990/BooksInCareOfDetail/PhoneNum09722714100
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IRS990/BooksInCareOfDetail/USAddress/CityNm0Garland
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IRS990/DepreciationDepletionGrp/TotalAmt04126
IRS990/Desc0Share Accounts Dallas Santa Fe Credit Union'sshare accounts offers advantages to members of all ages. The credit union has 1373 member-owned accounts at year end 2012. Dividends are paid quarterly.
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IRS990/Form990PartVIISectionAGrp/PersonNm2Jerry Smith
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IRS990/Form990PartVIISectionAGrp/PersonNm4Gestie L Law
IRS990/Form990PartVIISectionAGrp/PersonNm5Billy Preist
IRS990/Form990PartVIISectionAGrp/PersonNm6Billy J Duke
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President/Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/GainOrLossGrp/SecuritiesAmt00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/MissionDesc0Provider of Credit Union Financial Services to Credit Union Membership.
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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt08788
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IRS990/ProgSrvcAccomActy2Grp/Desc0Dallas Santa Fe has provided vehicle loans since it's early years. The consumer loan protection now includes efficient and flexible offerings for recreational vehicles, motor cycles, and member business loans. Consumer insurance is now available type loan offerings. This credit union also offers 1st mortgage real estate loans.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0share deposits
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Edward Jones Inc Investment Account
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IRS990ScheduleD/TotalLiabilityAmt06190821
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Twenty-five dollars is thee required amount for membership in this credit union. Each member has one (1) vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form is reviewed at the Regular Scheduled Monthly Board Meeting by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2President/Manager salary review and adjusted by the Board of Directors based on the profitability and performance the credit union
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members may request to view the records in person by appointment. Records can not be copied or removed from the office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt012209656
IRS990/TotalAssetsGrp/BOYAmt011746786
IRS990/TotalAssetsGrp/EOYAmt012209656
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0252829
IRS990/TotalFunctionalExpensesGrp/TotalAmt0252829
IRS990/TotalGrossUBIAmt043140
IRS990/TotalLiabilitiesBOYAmt06156311
IRS990/TotalLiabilitiesEOYAmt06259007
IRS990/TotalLiabilitiesGrp/BOYAmt06156311
IRS990/TotalLiabilitiesGrp/EOYAmt06259007
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05590475
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05950649
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0252829
IRS990/TotalProgramServiceRevenueAmt0526730
IRS990/TotalReportableCompFromOrgAmt0140799
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0569863
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0613003
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt043140
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011746786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012209656
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0-7637
IRS990/TravelGrp/TotalAmt0-7637
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03884 S Shiloh Road Ste116
IRS990/USAddress/CityNm0Garland
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075041
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gertsie Law
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09722714100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALLAS SANTA FE CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0DALL
ReturnHeader/Filer/EIN0750916203
ReturnHeader/Filer/PhoneNum09722714100
ReturnHeader/Filer/USAddress/AddressLine1Txt03884 S Shiloh Road Ste 116
ReturnHeader/Filer/USAddress/CityNm0Garland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075041
ReturnHeader/ReturnTs02015-05-06T13:52:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$12,209,656
Liabilities
$6,259,007
Net assets
$5,950,649
Revenue
$613,003
Expenses
$252,829
Net income
$360,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$12.2$6.26$5.95$0.61$0.25$0.36
2013Detailed filing. Detailed filing data is available for this year.$11.7$6.16$5.59$0.64$0.35$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$6.32$5.30$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$6.17$4.98$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$5.91$4.70$0.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)14 • $10M-$25M nonprofits