State Chartered Credit Unions In Florida

Organization Overview

State Chartered Credit Unions In Florida, operating under the name Achieva Credit Union, is located in Dunedin, FL. The organization was established in 1970. According to its NTEE Classification (W61) the organization is classified as: Credit Unions, under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2018, Achieva Credit Union employed 586 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Achieva Credit Union is a 501(c)(14) and as such, is described as a "State Chartered Credit Union, Mutual Reserve Fund" by the IRS.

For the year ending 12/2019, Achieva Credit Union generated $97.8m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 7.1% each year. All expenses for the organization totaled $78.5m during the year ending 12/2019. While expenses have increased by 6.5% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2019

Describe the Organization's Mission:

Part 3 - Line 1

NOT-FOR-PROFIT ORGANIZATION - STATE CHARTERED CREDIT UNION

Describe the Organization's Program Activity:

Part 3 - Line 4a

CREDIT UNION FINANCIAL SERVICES.


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Board, Officers & Key Employees

Name (title)Compensation
Gary Regoli
President/ceo
$879,489
Steven Nordbeck
Financial Planning & Trust Manager
$365,807
Tara Murphy
Cio
$292,364
Janice Hollar
CFO
$268,213
John Wintermeier
Cbo
$259,311
Sara Depauw
Clo
$258,410

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Pscu Financial Services
Financial Services
$1,815,204
Scherer Construction
Contractor
$1,709,138
Starboard Fund For New Banc
Investment
$1,250,865
Pershing Llc
Financial Services
$1,529,500
National Financial Services
Brokerage Services
$1,460,672
View All Vendors

Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$0
Investment income $7,649,943
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $1,102,190
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $97,809,233

Peer Organizations

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