WE FLORIDA FINANCIAL

EIN: 590709646

PEMBROKE PINES, FL

Total Revenue
$49,820,888
Total Expenses
$52,749,535
Total Assets
$744,150,701
Net Assets
$45,418,046
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1952
Legal Domicile
FL
Principal Officer
WILLIAM SPEARMAN
Phone
9545222705
Tax Period
2024-01-01 to 2024-12-31

WE FLORIDA FINANCIAL, founded in 1952, is a mid-sized nonprofit that reported $49.8M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE CREDIT UNION IS A COOPERATIVE, NON-PROFIT ASSOCIATION, ORGANIZED UNDER THE LAWS OF THE STATE OF FLORIDA, FOR THE PURPOSE OF ENCOURAGING THRIFT AMONG ITS MEMBERS, CREATING SOURCES OF CREDIT AND CREDIT RELATED PRODUCTS AT FAIR AND REASONABLE RATES AND PROVIDING OTHER OPPORTUNITIES FOR MEMBERS TO USE AND CONTROL THEIR RESOURCES ON A DEMOCRATIC BASIS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $33,132,567
Investment Income $7,664,453
Other Revenue $9,023,868
TOTAL REVENUE $49,820,888

Expense Breakdown

Grants Paid $10,509
Salaries & Benefits $13,078,561
Fundraising Expenses $0
Other Expenses $39,660,465
TOTAL EXPENSES $52,749,535

Year-over-Year Comparison

2024 2023 Change
Revenue $49,820,888 $44,325,216 +0.1%
Expenses $52,749,535 $44,310,893 +0.2%
Net Income $-2,928,647 $14,323 -205.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
7
Independent Members
7
Employees
149
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
6
$1,177,215
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY ANN LAROCK CHAIRPERSON 1.00
Officer Director
$0 $0 $0
INGRID FILS VICE-CHAIRPERSON 1.00
Officer Director
$0 $0 $0
HENRY PRIOR TREASURER/SECRETARY 1.00
Director
$0 $0 $0
MACK MACVICAR DIRECTOR 1.00
Director
$0 $0 $0
JUDY JAMES DIRECTOR 1.00
Director
$0 $0 $0
BEATRIZ DALE DIRECTOR 1.00
Director
$0 $0 $0
ED VERRET DIRECTOR 1.00
Director
$0 $0 $0
RACHEL SCHAMING CHIEF OF HUMAN RESOURCES 40.00
Officer
$236,500 $18,683 $255,183
WILLIAM SPEARMAN PRESIDENT & CEO 40.00
Officer
$338,569 $39,830 $378,399
DAN CLEMENS CHIEF OPERATIONS OFFICER 40.00
Officer
$274,662 $8,866 $283,528
JACK KENNEY CHIEF FINANCIAL OFFICER 40.00
Officer
$238,050 $22,055 $260,105
JEROME RYAN VP OF IT & SECURITY 40.00
Highest
$215,002 $18,306 $233,308
AARON GUTFREUND VP MARKETING 40.00
Highest
$223,750 $36,469 $260,219
DANIEL BASS VP LENDING 40.00
Highest
$193,370 $24,374 $217,744
JARED WRIGHT AVP MEMBER SOLUTIONS 40.00
Highest
$184,105 $17,206 $201,311
THOMAS SMITH VP ACCOUNTING & CONTROLLER 40.00
Highest
$183,750 $19,047 $202,797
ROBERT RAMIREZ FORMER CEO & PRESIDENT 40.00
$785,539 $27,013 $812,552
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 $49,820,888 $52,749,535 $744,150,701 $-2,928,647
2023 $44,325,216 $44,310,893 $814,232,438 $14,323
2022 $42,283,714 $34,944,125 $752,616,950 $7,339,589
2021 $29,660,051 $26,262,561 $649,187,834 $3,397,490
2020 $28,708,267 $27,037,225 $591,317,781 $1,671,042
2019 $32,818,934 $30,262,506 $512,721,026 $2,556,428
2018 $31,791,693 $35,103,818 $507,670,479 $-3,312,125
Explore More Nonprofits
Top 100 Nonprofits in Florida Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare WE FLORIDA FINANCIAL with other nonprofits in Florida and across the country.