Form 990 for tax year 2022
Filed by STATE CHARTERED CREDIT UNIONS IN FLORIDA.
Totals
- Total revenue
- $1,932,722
- Total expenses
- $1,802,246
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,837,165
- Investment income
- $95,557
- Other revenue
- $0
- Total assets, end of year
- $38,354,964
- Total liabilities, end of year
- $34,780,884
- Net assets or fund balances, end of year
- $3,574,080
- Program services expenses (Part IX)
- $1,802,246
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,802,246
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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: INCOME FROM LOANS
total $1,459,086 · related or exempt $1,459,086
-
2b · Program service revenue: SERVICE CHARGES
total $286,924 · related or exempt $286,924
-
2c · Program service revenue: CARD INCOME
total $11,447 · related or exempt $11,447
-
2d · Program service revenue: INSURANCE RELATED
total $73,251 · related or exempt $63,545 · unrelated business $9,706
-
2f · All other program service revenue
total $6,457 · related or exempt $6,457
-
3 · Investment income
total $95,557 · related or exempt $95,557
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $84,708 · program services $84,708
-
7 · Other salaries and wages
total $334,839 · program services $334,839
-
8 · Pension plan contributions
total $5,277 · program services $5,277
-
9 · Other employee benefits
total $2,367 · program services $2,367
-
10 · Payroll taxes
total $28,814 · program services $28,814
-
11b · Fees: legal
total $10,010 · program services $10,010
-
11c · Fees: accounting
total $101,014 · program services $101,014
-
11f · Fees: investment management
total $22,076 · program services $22,076
-
12 · Advertising and promotion
total $20,369 · program services $20,369
-
13 · Office expenses
total $695,461 · program services $695,461
-
16 · Occupancy
total $60,180 · program services $60,180
-
17 · Travel
total $15,768 · program services $15,768
-
19 · Conferences, conventions and meetings
total $3,328 · program services $3,328
-
20 · Interest
total $54,988 · program services $54,988
-
22 · Depreciation, depletion and amortization
total $43,997 · program services $43,997
-
23 · Insurance
total $9,829 · program services $9,829
-
24a · Other expenses: REGUALTORY FEES
total $4,927 · program services $4,927
-
24b · Other expenses: PROVISION FOR LOAN LOSSES
total $282,301 · program services $282,301
-
24c · Other expenses: ASSOCIATION DUES
total $12,055 · program services $12,055
-
24e · All other expenses
total $9,938 · program services $9,938
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $244,819 · end of year $274,310
-
2 · Savings and temporary cash investments
beginning of year $12,606,945 · end of year $8,450,003
-
4 · Accounts receivable
beginning of year $316,027 · end of year $219,421
-
7 · Other notes and loans receivable
beginning of year $22,117,573 · end of year $28,085,357
-
9 · Prepaid expenses and deferred charges
beginning of year $39,416 · end of year $70,689
-
10a · Land, buildings and equipment: cost or other basis
$1,078,340
-
10b · Land, buildings and equipment: accumulated depreciation
$280,388
-
10c · Land, buildings and equipment, net
beginning of year $841,949 · end of year $797,952
-
13 · Investments: program-related
beginning of year $409,436 · end of year $457,232
-
17 · Accounts payable and accrued expenses
beginning of year $467,419 · end of year $391,409
-
25 · Other liabilities
beginning of year $32,665,142 · end of year $34,389,475
-
31 · Retained earnings, endowment or other funds
beginning of year $3,443,604 · end of year $3,574,080
Mission and programs · 2022
Mission
Providing financial services to members
Activities or mission (Part I)
Credit union offering personal financial services to members
-
Credit union offering personal financial services exclusively to the memebers of the organization
Expenses $1,802,246 · Revenue $1,932,722
As filed on the 2022 return.
Listed in Part VII
-
Lois BlitheLOIS BLITHE
CEO
- Total calculated
- $84,708
- From this org
- $84,708
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
R Gary WolfR GARY WOLF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Holly AlbrightHOLLY ALBRIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
William TedderWILLIAM TEDDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
James Mehr SrJAMES MEHR SR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karen DombrowskiKAREN DOMBROWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Patrick AdamsonPATRICK ADAMSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 27 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343009349301664
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