NEW HORIZONS CREDIT UNION

EIN: 630767402

MOBILE, AL

Total Revenue
$14,814,009
Total Expenses
$13,681,094
Total Assets
$269,374,333
Net Assets
$24,671,221
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1950
Legal Domicile
AL
Principal Officer
EDITH G FRANKLIN
Phone
2513163240
Tax Period
2024-01-01 to 2024-12-31

NEW HORIZONS CREDIT UNION, founded in 1950, is a mid-sized nonprofit that reported $14.8M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $13.7M left a modest 8% surplus.

Mission

THE CREDIT UNION'S MISSION IS TO PROMOTE THRIFT AMONG ITS MEMBERS AND CREATE A SOURCE OF CREDIT FOR THEM AT LEGITIMATE RATES OF INTEREST. THE CREDIT UNION SERVES MEMBERS IN MOBILE, BALDWIN, AND CLARK COUNTIES IN ALABAMA. THE TOTAL NUMBER OF MEMBERS IS IN EXCESS OF 22,302.

Program Service Accomplishments

Program 1

IN OUR EFFORTS TO PROMOTE THRIFT AMONG OUR MEMBERS, THE CREDIT UNION PROVIDES COMPETITIVE SAVINGS PRODUCTS, WHICH INCLUDE SAVINGS, CHECKING, MONEY MARKET, CERTIFICATE OF DEPOSIT ACCOUNTS AS WELL AS...

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IN OUR EFFORTS TO PROMOTE THRIFT AMONG OUR MEMBERS, THE CREDIT UNION PROVIDES COMPETITIVE SAVINGS PRODUCTS, WHICH INCLUDE SAVINGS, CHECKING, MONEY MARKET, CERTIFICATE OF DEPOSIT ACCOUNTS AS WELL AS IRA SAVINGS AND CERTIFICATE OF DEPOSIT ACCOUNTS.

Program 2

TO MEET THE FINANCIAL NEEDS OF OUR MEMBERS, THE CREDIT UNION PROVIDES A SOURCE OF CREDIT BY OFFERING A VARIETY OF CONSUMER AND MORTGAGE LENDING PRODUCTS AT REASONABLE RATES OF INTEREST.

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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 $13,159,202
Investment Income $1,654,807
Other Revenue $0
TOTAL REVENUE $14,814,009

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,390,116
Fundraising Expenses $0
Other Expenses $8,290,978
TOTAL EXPENSES $13,681,094

Year-over-Year Comparison

2024 2023 Change
Revenue $14,814,009 $12,701,326 +0.2%
Expenses $13,681,094 $11,292,377 +0.2%
Net Income $1,132,915 $1,408,949 -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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
7
Independent Members
7
Employees
102
Volunteers
10

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
5
$281,985
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDA BROWN DIRECTOR 1.00
Director
$0 $0 $0
DEANNA FERGUSON SECRETARY 1.00
Officer Director
$0 $0 $0
SCOTT HUVAL VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
LUVENIA SPOTWOOD DIRECTOR 1.00
Director
$0 $0 $0
JOE MILLS DIRECTOR 1.00
Director
$0 $0 $0
RALPH ALTICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
LARRY LANDRUM TREASURER 1.00
Officer Director
$0 $0 $0
EDITH FRANKLIN PRESIDENT/ CEO 40.00
Officer
$246,752 $35,233 $281,985
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 $14,814,009 $13,681,094 $269,374,333 $1,132,915
2023 $12,701,326 $11,292,377 $276,297,322 $1,408,949
2022 $11,191,194 $9,043,007 $254,296,343 $2,148,187
2021 $10,116,568 $8,601,808 $262,523,967 $1,514,760
2020 $10,397,372 $8,390,475 $235,373,370 $2,006,897
2019 $12,739,867 $8,969,370 $197,180,153 $3,770,497
2018 $12,918,873 $10,115,482 $199,173,777 $2,803,391
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