CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN SOVITA CREDIT UNION

EIN: 380546210

FLINT, MI

Total Revenue
$21,313,191
Total Expenses
$16,718,866
Total Assets
$529,376,259
Net Assets
$73,665,122
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1934
Legal Domicile
MI
Principal Officer
PATRICK WHITE
Phone
8107208300
Tax Period
2024-01-01 to 2024-12-31

CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN SOVITA CREDIT UNION, founded in 1934, is a mid-sized nonprofit that reported $21.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.6M, a strong 22% operating margin.

Mission

TO BECOME THE PRIMARY FINANCIAL SERVICES PROVIDER FOR OUR MEMBERS THROUGH OUR CONTINUAL EFFORT TO EXEMPLIFY COURTEOUS, RELIABLE, COMPREHENSIVE AND PROMPT SERVICES THAT ARE COMPETITIVE WITH THE MARKET AND CORRESPOND TO THE NEEDS OF OUR MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $10,070,922
Investment Income $11,222,415
Other Revenue $19,854
TOTAL REVENUE $21,313,191

Expense Breakdown

Grants Paid $112,855
Salaries & Benefits $5,289,736
Fundraising Expenses $0
Other Expenses $11,316,275
TOTAL EXPENSES $16,718,866

Year-over-Year Comparison

2024 2023 Change
Revenue $21,313,191 $18,274,970 +0.2%
Expenses $16,718,866 $12,774,373 +0.3%
Net Income $4,594,325 $5,500,597 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
5
Employees
107
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$810,959
Total Directors
7
$536,491
Key Employees
2
$478,955
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICK WHITE CEO 40.00
Officer Director
$495,059 $21,673 $516,732
PATRICK HAGEDORN COO/BOARD SECRETARY 3.00
Officer Director
$19,759 $0 $19,759
JEFFREY CLOTHIER BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICIA R GOOCH BOARD PRESIDENT 1.00
Director
$0 $0 $0
SAM PARASCHOS BOARD VICE PRESIDENT 1.00
Director
$0 $0 $0
JOSEPH EUFINGER BOARD TREASURER 1.00
Director
$0 $0 $0
ANDRE WEATHERS BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL FONDREN VICE PRESIDENT OF FINANCE 40.00
Officer
$176,197 $98,271 $274,468
JILL KRUYER VICE PRESIDENT OF MEM SERV 40.00
Key Emp
$167,833 $129,470 $297,303
MICHAEL FURST VICE PRESIDENT OF LENDING 40.00
Key Emp
$168,840 $12,812 $181,652
JENNIFER SHEW DIRECTOR OF MARKETING 40.00
Highest
$102,509 $53,380 $155,889
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $21,313,191 $16,718,866 $529,376,259 $4,594,325
2023 $18,274,970 $12,774,373 $508,496,724 $5,500,597
2022 $13,885,121 $10,361,055 $520,943,774 $3,524,066
2021 $11,610,983 $10,103,756 $540,162,677 $1,507,227
2020 $12,779,014 $10,836,202 $504,085,579 $1,942,812
2019 $14,803,285 $11,582,342 $436,080,346 $3,220,943
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