Civic Intelligence

Ctcu Foundation

990EZ • Fiscal year 2020 • EIN 81-4173338

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

1424 Wsw Loop 323Tyler, TX 75701

(903) 561-2603

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

99th percentile

2581%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$21,742

Up $20,931 (+2581%) from 2019

Net Assets

Up

$21,742

Up $20,931 (+2581%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$152,030

Up $34,005 (+29%) from 2019

Expenses

Up

$131,099

Up $10,379 (+8.6%) from 2019

Net Income

Up

$20,931

Up $23,626 (+877%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $3,506Liabilities 2018: $0Net Assets 2018: $3,5062018Assets 2019: $811Liabilities 2019: $0Net Assets 2019: $8112019Assets 2020: $21,742Liabilities 2020: $0Net Assets 2020: $21,7422020Assets 2021: $5,650Liabilities 2021: $0Net Assets 2021: $5,6502021Assets 2022: $1,650Liabilities 2022: $0Net Assets 2022: $1,6502022Assets 2023: $9,245Liabilities 2023: $0Net Assets 2023: $9,2452023Assets 2024: $7,818Net Assets 2024: $7,8182024

Highlighted filing

2020

Assets$21,742
Liabilities$0
Net Assets$21,742

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $67,190Expenses 2017: $67,190Net Income 2017: $02017Revenue 2018: $99,500Expenses 2018: $95,994Net Income 2018: $3,5062018Revenue 2019: $118,025Expenses 2019: $120,720Net Income 2019: -$2,6952019Revenue 2020: $152,030Expenses 2020: $131,099Net Income 2020: $20,9312020Revenue 2021: $113,288Expenses 2021: $129,380Net Income 2021: -$16,0922021Revenue 2022: $137,380Expenses 2022: $141,380Net Income 2022: -$4,0002022Revenue 2023: $148,298Expenses 2023: $140,703Net Income 2023: $7,5952023Revenue 2024: $148,288Expenses 2024: $149,715Net Income 2024: -$1,4272024

Highlighted filing

2020

Revenue$152,030
Expenses$131,099
Net Income$20,931
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$152,030
Mission and Program Overview

Mission

The ctcu foundation was established in 2016 to serve as "a community cornerstone" within the communities of our field of membership. In a continuous demonstration of the credit union philosophy "people helping people," the foundation is committed to improving the quality of life in these communities by investing in the citizens of today and tomorrow. The main areas of focus for accomplishing this mission include: financial literacy & general education, community development & empowerment,community charities & non-profit organizations, and other charitable purposes.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION WILL PROVIDE RESOURCES TO CHARITABLE, EDUCATIONAL AND CIVIC OUTREACH EFFORTS THAT PARALLEL OUR MISSION OF FINANCIAL LITERACY EDUCATION, AND DIRECTLY SUPPORT ORGANIZATIONS THAT PROVIDE RESOURCES TO THE LESS FORTUNATE IN THE COMMUNITIES WE SERVE.$131,099$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOMMY COLEMANDirector-$0--
MATT HORTONDirector-$0--
TIM MILLERPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Ctcu Foundation
EIN
81-4173338
Phone
9035612603
Address
1424 WSW LOOP 323, TYLER, TX 75701

Signing Officer

Name
Tim Miller
Title
President
Phone
9035612603
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Allison Brown
Phone
9723835700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: tyler isd foundation. Grantee address: 315 n broadway #401 tyler, tx 75702. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: bullard isd. Grantee address: 909 w main st bullard, tx 75757. Amount given: 11,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: whitehouse isd foundation. Grantee address: 106 wildcat drive whitehouse, tx 75791. Grantee relationship: none. Amount given: 7,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: lindale isd foundation. Grantee address: 15000 country road lindale, tx 75771. Amount given: 12,378.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: ut tyler. Grantee address: 3900 university tyler, tx 75799. Amount given: 15,680.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: tyler independent school district. Grantee address: 1319 earl campbell pkwy tyler, tx 75701. Amount given: 36,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: young audiences of northeast texas inc.. Grantee address: 200 east amherst drive tyler, tx 75701. Amount given: 5,000. Total included on form 990-ez, line 10: 92,558.

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIM MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09035612603
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01424 WSW LOOP 323
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TYLER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0811
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021742
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0152030
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt020931
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0811
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021742
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0131099
IRS990EZ/GrossReceiptsAmt0152030
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0811
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021742
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0811
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021742
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOMMY COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT HORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CTCU FOUNDATION WAS ESTABLISHED IN 2016 TO SERVE AS "A COMMUNITY CORNERSTONE" WITHIN THE COMMUNITIES OF OUR FIELD OF MEMBERSHIP. IN A CONTINUOUS DEMONSTRATION OF THE CREDIT UNION PHILOSOPHY "PEOPLE HELPING PEOPLE," THE FOUNDATION IS COMMITTED TO IMPROVING THE QUALITY OF LIFE IN THESE COMMUNITIES BY INVESTING IN THE CITIZENS OF TODAY AND TOMORROW. THE MAIN AREAS OF FOCUS FOR ACCOMPLISHING THIS MISSION INCLUDE: FINANCIAL LITERACY & GENERAL EDUCATION, COMMUNITY DEVELOPMENT & EMPOWERMENT,COMMUNITY CHARITIES & NON-PROFIT ORGANIZATIONS, AND OTHER CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION WILL PROVIDE RESOURCES TO CHARITABLE, EDUCATIONAL AND CIVIC OUTREACH EFFORTS THAT PARALLEL OUR MISSION OF FINANCIAL LITERACY EDUCATION, AND DIRECTLY SUPPORT ORGANIZATIONS THAT PROVIDE RESOURCES TO THE LESS FORTUNATE IN THE COMMUNITIES WE SERVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0131099
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0131099
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0152030
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.COOPTEACHERS.COM
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0152030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0118025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt099500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0436745
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0436745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0152030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0118025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt099500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067190
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0436745
IRS990ScheduleA/TotalSupportAmt0436745
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: TYLER ISD FOUNDATION. GRANTEE ADDRESS: 315 N BROADWAY #401 TYLER, TX 75702. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: BULLARD ISD. GRANTEE ADDRESS: 909 W MAIN ST BULLARD, TX 75757. AMOUNT GIVEN: 11,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: WHITEHOUSE ISD FOUNDATION. GRANTEE ADDRESS: 106 WILDCAT DRIVE WHITEHOUSE, TX 75791. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: LINDALE ISD FOUNDATION. GRANTEE ADDRESS: 15000 COUNTRY ROAD LINDALE, TX 75771. AMOUNT GIVEN: 12,378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: UT TYLER. GRANTEE ADDRESS: 3900 UNIVERSITY TYLER, TX 75799. AMOUNT GIVEN: 15,680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: TYLER INDEPENDENT SCHOOL DISTRICT. GRANTEE ADDRESS: 1319 EARL CAMPBELL PKWY TYLER, TX 75701. AMOUNT GIVEN: 36,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: YOUNG AUDIENCES OF NORTHEAST TEXAS INC.. GRANTEE ADDRESS: 200 EAST AMHERST DRIVE TYLER, TX 75701. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 92,558.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09035612603
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CTCU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CTCU
ReturnHeader/Filer/EIN0814173338
ReturnHeader/Filer/PhoneNum09035612603
ReturnHeader/Filer/USAddress/AddressLine1Txt01424 WSW LOOP 323
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05001 SPRING VALLEY ROAD SUITE 600W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075244
ReturnHeader/PreparerPersonGrp/PhoneNum09723835700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON BROWN
ReturnHeader/ReturnTs02021-11-15T14:07:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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