Form 990 for tax year 2022
Filed by STATE CHARTERED CREDIT UNIONS IN FLORIDA.
Totals
- Total revenue
- $32,499,543
- Total expenses
- $24,399,844
- Contributions and grants received
- $0
- Grants paid
- $149,000
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- 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
-
LEMAN MURRAY
CHAIRPERSON OF BOARD
- Total calculated
- $2,425
- From this org
- $2,425
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
WENDEL SAUER
SECRETARY OF BOARD
- Total calculated
- $0
- Hours/week
- 5
-
TERRY KEITH
TREASURER OF BOARD
- Total calculated
- $0
- Hours/week
- 5
-
JOHN BRESLIN
VICE CHAIRPERSON OF BOARD
- Total calculated
- $2,425
- From this org
- $2,425
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
PAT CARNEVALE
DIRECTOR/AUDIT COMMITTEE M
- Total calculated
- $0
- Hours/week
- 5
-
TONY CUBA
DIRECTOR/AUDIT COMMITTEE C
- Total calculated
- $0
- Hours/week
- 5
-
STEPHEN KNIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
LESLIE MCCONACHIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
JACK E PATTERSON
DIRECTOR/AUDIT COMMITTEE M
- Total calculated
- $0
- Hours/week
- 5
-
GEORGE SKILLAS
DIRECTOR
- Total calculated
- $6,037
- From this org
- $6,037
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
GENE SEVILLA
DIRECTOR
- Total calculated
- $9,782
- From this org
- $9,782
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
ALLAN PRINDLE
PRESIDENT/CEO
- Total calculated
- $1,033,746
- From this org
- $1,006,386
- From related orgs
- $0
- Other
- $27,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $429,817
- Bonus
- $102,300
- Other
- $474,269
- Deferred
- $13,725
- Nontaxable benefits
- $13,635
- Filer's total
- $1,033,746
-
WANDA FERRER
CHIEF FINANCIAL OFFICER
- Total calculated
- $269,900
- From this org
- $237,989
- From related orgs
- $0
- Other
- $31,911
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,328
- Bonus
- $36,371
- Other
- $290
- Deferred
- $11,087
- Nontaxable benefits
- $20,824
- Filer's total
- $269,900
-
MICHELLE DIAZ
CHIEF INFORMATION OFFICER
- Total calculated
- $276,199
- From this org
- $252,317
- From related orgs
- $0
- Other
- $23,882
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,039
- Bonus
- $39,196
- Other
- $1,082
- Deferred
- $9,112
- Nontaxable benefits
- $14,770
- Filer's total
- $276,199
-
CLAIRE BERGGUIST
CHIEF TALENT & KNOWLEDGE OFFICER
- Total calculated
- $232,429
- From this org
- $196,640
- From related orgs
- $0
- Other
- $35,789
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,089
- Bonus
- $30,949
- Other
- $602
- Deferred
- $9,288
- Nontaxable benefits
- $26,501
- Filer's total
- $232,429
-
LESLEY GARCIA SUAREZ
CHIEF LENDING OFFICER
- Total calculated
- $225,769
- From this org
- $192,925
- From related orgs
- $0
- Other
- $32,844
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,629
- Bonus
- $30,006
- Other
- $290
- Deferred
- $9,147
- Nontaxable benefits
- $23,697
- Filer's total
- $225,769
-
ALICIA QUEVEDO
CHIEF MEMBERSHIP OFFICER
- Total calculated
- $201,846
- From this org
- $178,882
- From related orgs
- $0
- Other
- $22,964
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,387
- Bonus
- $28,493
- Other
- $3,002
- Deferred
- $8,230
- Nontaxable benefits
- $14,734
- Filer's total
- $201,846
-
PING LUO
VP CONTROLLER
- Total calculated
- $186,416
- From this org
- $166,761
- From related orgs
- $0
- Other
- $19,655
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,525
- Bonus
- $15,144
- Other
- $1,092
- Deferred
- $5,682
- Nontaxable benefits
- $13,973
- Filer's total
- $186,416
-
DAVID ESQUIVEL
VP NETWORK SERVICES
- Total calculated
- $171,076
- From this org
- $151,369
- From related orgs
- $0
- Other
- $19,707
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,655
- Bonus
- $15,112
- Other
- $602
- Deferred
- $4,740
- Nontaxable benefits
- $14,967
- Filer's total
- $171,076
-
LISA KATZ
VP COMMERCIAL PORTFOLIO
- Total calculated
- $180,614
- From this org
- $154,216
- From related orgs
- $0
- Other
- $26,398
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,546
- Bonus
- $15,260
- Other
- $410
- Deferred
- $4,868
- Nontaxable benefits
- $21,530
- Filer's total
- $180,614
-
MARK MATTOZZI
VP, COMMERCIAL LENDER
- Total calculated
- $263,560
- From this org
- $245,906
- From related orgs
- $0
- Other
- $17,654
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,574
- Bonus
- $123,175
- Other
- $4,157
- Deferred
- $10,977
- Nontaxable benefits
- $6,677
- Filer's total
- $263,560
-
VINCENZO FIORDELISI
VP, MARKETING
- Total calculated
- $157,614
- From this org
- $129,465
- From related orgs
- $0
- Other
- $28,149
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,831
- Bonus
- $12,224
- Other
- $410
- Deferred
- $6,220
- Nontaxable benefits
- $21,929
- Filer's total
- $157,614
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
- 1a · Travel for companions
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Written employment contract
- 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
- ALLAN PRINDLE, THE CEO, PARTICIPATES IN A NON-QUALIFIED RETENTION PAYMENT PLAN. DURING 2022, $424,888 OF THE TOTAL BENEFIT VESTED. THIS VESTED BENEFIT WAS REPORTED AS COMPENSATION ON HIS 2022 FORM W-2. AS OF DECEMBER 31, 2022, THE BENEFIT LIABILITY APPROXIMATED $723,000.
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
-
BIG BROTHERS BIG SISTERS OF MIAMI
$143,000
TO SUPPORT THE ORGANIZATION'S MISSION TO INSPIRE CHILDREN'S PASSIONS AND ENCOURAGE THEM TO ACHIEVE SUCCESS IN LIFE.
-
$6,000
TO SUPPORT THE SCHOOL'S MISSION IN SERVING CHILDREN, STUDENTS, AND ADULTS FROM ALL INCOME LEVELS.
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.
-
SOUTH FLORIDA ACCEPTANCE COMPANY LLC
RELATED · LEASING · FL · 50% owned · share of income $65,105 · general or managing partner
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322589349301677
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