Form 990 for tax year 2023
Filed by STATE CHARTERED CREDIT UNIONS IN FLORIDA.
Totals
- Total revenue
- $511,228
- Total expenses
- $480,242
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $40,266
- Investment income
- $195,181
- Other revenue
- $275,781
- Total assets, end of year
- $7,114,662
- Total liabilities, end of year
- $6,106,561
- Net assets or fund balances, end of year
- $1,008,101
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: INTEREST-MEMBER LOANS
total $40,266 · related or exempt $40,266
-
3 · Investment income
total $195,181 · related or exempt $195,181
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: COST REIMBURSED BY SPONSOR EMPLOYEE
total $275,764 · related or exempt $275,764
-
11b · Other revenue: MISCELLANEOUS NON-INTEREST INCOME
total $17 · related or exempt $17
-
11e · Other revenue, total
$275,781
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $221,402
-
8 · Pension plan contributions
total $7,925
-
9 · Other employee benefits
total $22,327
-
10 · Payroll taxes
total $17,900
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $5,504
-
14 · Information technology
total $1,447
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $181,478
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $9,059
-
24a · Other expenses: ASSOCIATION DUES
total $5,002
-
24b · Other expenses: LICENSES & FEES
total $1,979
-
24c · Other expenses: LOAN SERVICING FEES
total $4,767
-
24d · Other expenses: MISCELLANEOUS EXPENSES
total $55
-
24e · All other expenses
total $1,397
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,373,113 · end of year $1,125,425
-
2 · Savings and temporary cash investments
beginning of year $5,021,281 · end of year $5,617,295
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $8,524 · end of year $22,290
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $261,824 · end of year $273,656
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $4,270 · end of year $10,209
-
10a · Land, buildings and equipment: cost or other basis
$14,403
-
10b · Land, buildings and equipment: accumulated depreciation
$14,403
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $66,156 · end of year $65,787
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $8,133 · end of year $66,308
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $6,749,922 · end of year $6,040,253
-
27 · Net assets without donor restrictions
beginning of year $0 · end of year $0
-
28 · Net assets with donor restrictions
beginning of year $977,113 · end of year $1,008,101
Mission and programs · 2023
Mission
SHAW ROSS EMPLOYEES CREDIT UNION IS AN ORGANIZATION FORMED TO ACT AS A CREDIT UNION FOR THE EMPLOYEES OF SOUTHERN GLAZERS WINE AND SPIRITS, LLC
Activities or mission (Part I)
SHAW ROSS EMPLOYEES CREDIT UNION IS AN ORGANIZATION FORMED TO ACT AS A CREDIT UNION FOR THE EMPLOYEES OF SOUTHERN GLAZERS WINE & SPIRITS, LLC
-
SHAW ROSS EMPLOYEES CREDIT UNION IS A FEDERALLY INSURED, STATE CHARTERED CREDIT UNION ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT, AND CREATING A SOURCE OF CREDIT FOR ITS MEMBERS AT FAIR AND REASONABLE INTEREST RATES. MEMBERS ARE EMPLOYEES OF SOUTHERN GLAZER'S WINE AND SPIRITS, LLC.
As filed on the 2023 return.
Listed in Part VII
-
Steven R BeckerSTEVEN R BECKER
DIRECTOR/PRESIDENT
- Total calculated
- $3,166,883
- From this org
- $0
- From related orgs
- $3,166,883
- Other
- $0
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $3,166,883 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $3,166,883 related
-
Tony SalumTONY SALUM
DIRECTOR/VICE PRESIDENT
- Total calculated
- $386,745
- From this org
- $0
- From related orgs
- $386,745
- Other
- $0
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $386,745 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $386,745 related
-
Cary GarciaCARY GARCIA
DIRECTOR/MEMBER
- Total calculated
- $336,507
- From this org
- $0
- From related orgs
- $336,507
- Other
- $0
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $336,507 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $336,507 related
-
Robert BeckerROBERT BECKER
DIRECTOR/TREASURER
- Total calculated
- $332,356
- From this org
- $0
- From related orgs
- $332,356
- Other
- $0
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $332,356 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $332,356 related
-
Judith HernandezJUDITH HERNANDEZ
DIRECTOR/SECRETARY
- Total calculated
- $85,117
- From this org
- $0
- From related orgs
- $85,117
- Other
- $0
- Hours/week
- 0 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
SOUTHERN GLAZER'S WINE AND SPIRITS LLC
DISTRIBUTOR · DE
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349304481
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