Totals
- Total revenue
- $244,400
- Total expenses
- $237,037
- Contributions and grants received
- $124,000
- Grants paid
- $0
- Program service revenue
- $120,400
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $4,522,004
- Total liabilities, end of year
- $2,484,868
- Net assets or fund balances, end of year
- $2,037,136
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Program services were 0.0% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$124,000
-
1g · Noncash contributions included above
$0
-
2f · All other program service revenue
total $120,400 · related or exempt $120,400 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $124,225
-
11a · Fees: management
total $53,222
-
12 · Advertising and promotion
total $640
-
13 · Office expenses
total $36,143
-
16 · Occupancy
total $4,564
-
17 · Travel
total $11,648
-
23 · Insurance
total $2,730
-
24a · Other expenses: Loan Servicing
total $3,486
-
24e · All other expenses
total $379
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $55,375 · end of year $95,085
-
2 · Savings and temporary cash investments
beginning of year $2,143,217 · end of year $1,795,878
-
7 · Other notes and loans receivable
beginning of year $2,275,109 · end of year $2,549,813
-
13 · Investments: program-related
end of year $40,940
-
15 · Other assets
beginning of year $78,491 · end of year $40,288
-
17 · Accounts payable and accrued expenses
beginning of year $1,864 · end of year $588
-
25 · Other liabilities
beginning of year $2,520,555 · end of year $2,484,280
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $2,029,773 · end of year $2,037,136
Mission and programs · 2023
Mission
See Page one of return
Activities or mission (Part I)
To provide basic financial services and education to persons who live, work, worship, matriculate, or volunteer in Lucas County Ohio. The credit union focuses on the latino community of South Toledo, OH.
-
see page one of return
As filed on the 2023 return.
Listed in Part VII
-
Sue Cuevas
Chief Executive Officer
- Total calculated
- $59,250
- From this org
- $59,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Aleiah Jones
Board Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Adam Martinez
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Roberto Martinez
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Norwin Lopez
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Yousef Aliakbar
Board Member
- 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, 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
- 2023
- Filed
- 12 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202400989349300400
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