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← STATE CHARTERED CREDIT UNIONS IN FLORIDA

Form 990 for tax year 2022

Filed by STATE CHARTERED CREDIT UNIONS IN FLORIDA.

Totals

Total revenue
$45,945,135
Total expenses
$39,097,914
Contributions and grants received
$0
Grants paid
$56,491
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • RICHARD HELBER

    CEO

    Total calculated
    $677,188
    From this org
    $464,349
    From related orgs
    $0
    Other
    $212,839
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $459,777
    Bonus
    $0
    Other
    $4,572
    Deferred
    $192,200
    Nontaxable benefits
    $20,639
    Filer's total
    $677,188

  • RICHARD SHAW

    COO

    Total calculated
    $422,232
    From this org
    $378,736
    From related orgs
    $0
    Other
    $43,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,724
    Bonus
    $0
    Other
    $3,012
    Deferred
    $12,200
    Nontaxable benefits
    $31,296
    Filer's total
    $422,232

  • BRIAN BURRESS

    VP OF MEMBER RELATIONS

    Total calculated
    $216,728
    From this org
    $189,279
    From related orgs
    $0
    Other
    $27,449
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,172
    Bonus
    $0
    Other
    $2,107
    Deferred
    $5,917
    Nontaxable benefits
    $21,532
    Filer's total
    $216,728

  • ELIZABETH JIMENZ

    VP OF HUMAN RESOURCES

    Total calculated
    $213,565
    From this org
    $179,729
    From related orgs
    $0
    Other
    $33,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,324
    Bonus
    $0
    Other
    $1,405
    Deferred
    $7,433
    Nontaxable benefits
    $26,403
    Filer's total
    $213,565

  • ALFREDO GEONAGA

    VP OF ADMIN

    Total calculated
    $211,118
    From this org
    $173,461
    From related orgs
    $0
    Other
    $37,657
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,322
    Bonus
    $0
    Other
    $4,139
    Deferred
    $7,184
    Nontaxable benefits
    $30,473
    Filer's total
    $211,118

  • AMY MCGRAW

    VP OF MARKETING

    Total calculated
    $207,871
    From this org
    $182,656
    From related orgs
    $0
    Other
    $25,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,189
    Bonus
    $0
    Other
    $1,467
    Deferred
    $3,729
    Nontaxable benefits
    $21,486
    Filer's total
    $207,871

  • ROBERTO SALAMENCA

    VP OF IT

    Total calculated
    $182,554
    From this org
    $154,625
    From related orgs
    $0
    Other
    $27,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,955
    Bonus
    $0
    Other
    $670
    Deferred
    $6,509
    Nontaxable benefits
    $21,420
    Filer's total
    $182,554

  • JENNIFER FARRINGTON

    CONTROLLER/VP OF FINANCE

    Total calculated
    $172,734
    From this org
    $155,817
    From related orgs
    $0
    Other
    $16,917
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,535
    Bonus
    $0
    Other
    $282
    Deferred
    $6,324
    Nontaxable benefits
    $10,593
    Filer's total
    $172,734

  • SARA P MONROY

    CONSUMER LENDING MANAGER

    Total calculated
    $150,533
    From this org
    $126,024
    From related orgs
    $0
    Other
    $24,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,869
    Bonus
    $0
    Other
    $155
    Deferred
    $5,230
    Nontaxable benefits
    $19,279
    Filer's total
    $150,533

  • FRANCIS GALLO

    SR COMMERCIAL LENDING OFFI

    Total calculated
    $144,313
    From this org
    $117,812
    From related orgs
    $0
    Other
    $26,501
    Hours/week
    40

  • ROBERT SMITH

    INFORMATION SECURITY OFFICER

    Total calculated
    $144,066
    From this org
    $124,723
    From related orgs
    $0
    Other
    $19,343
    Hours/week
    40

  • FRANK SALOKAR

    MORTGAGE LOAN ORIGINATOR

    Total calculated
    $139,572
    From this org
    $123,362
    From related orgs
    $0
    Other
    $16,210
    Hours/week
    40

  • DIANE MASTAY

    MORTGAGE DIRECTOR

    Total calculated
    $131,210
    From this org
    $117,086
    From related orgs
    $0
    Other
    $14,124
    Hours/week
    40

  • JM DOHOHUE

    DIRECTOR

    Total calculated
    $13,136
    From this org
    $13,136
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ML REYES

    DIRECTOR

    Total calculated
    $11,471
    From this org
    $11,471
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JL BELAUSTEGUI

    DIRECTOR

    Total calculated
    $10,902
    From this org
    $10,902
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MC MARTINEZ

    DIRECTOR

    Total calculated
    $8,641
    From this org
    $8,641
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • HP GEER

    CHAIR

    Total calculated
    $769
    From this org
    $769
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BK CRUIT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BN DIAMOND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • M PEREZ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RP WISNIEWKI

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

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 — 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4B
RICHARD HELBER, PRESIDENT/CHIEF EXECUTIVE OFFICER, BEGAN PARTICIPATING IN A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) IN 2019. THE TOTAL 2022 EMPLOYER CONTRIBUTIONS INTO THE PLAN ON BEHALF OF THE INDIVIDUAL IN THE AMOUNT OF $180,000 IS REPORTED AS DEFERRED COMPENSATION ON FORM 990, PART VII AND SCHEDULE J, PART II. THERE WERE NO DISTRIBUTIONS IN 2022.

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

Provenance

Return type
form_990
Tax year
2022
Filed
11 November 2023
IRS schema version
2022v5.0
Source object
202323179349307867

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