2023-10-18T12:23:18-04:00 2022-12-31 592164330 Gerald E Creasman CPA PA 9200 S Dadeland Blvd Suite 504 Miami FL 33156 990 2022-01-01 590678236 ADDITION FINANCIAL CREDIT UNION ADDI 1000 PRIMERA BLVD LAKE MARY FL 32746 QING LU CFO 4077081695 2023-05-04 false QING LU Gerald E Creasman CPA P00428587 3055960903 2023-10-18 0 00 AAL1 IAL1 2022 2023-04-26 12:10:37Z QING LU CFO KEVIN MILLER 224932364 false X X 1937 FL ADDITION FINANCIAL CREDIT UNION IS COMMITTED TO HELPING MEMBERS ACHIEVE THEIR MONEY MANAGEMENT GOALS 7 7 803 7 1075060 0 0 68828526 82655221 9211689 10359023 31938206 33502560 109978421 126516804 0 0 40396930 44500572 0 0 43953146 59058037 84350076 103558609 25628345 22958195 2609326648 2764171874 2359972290 2542381750 249354358 221790124 ADDITION FINANCIAL CREDIT UNION IS COMMITTED TO HELPING MEMBERS ACHIEVE THEIR MONEY MANAGEMENT GOALS false false 103558609 EXPENSES INCURRED FOR CREDT UNION OPERATIONS AND MEMBERS 103558609 false false false false false false false false false true true false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false true 33146 0 true 803 true true true false false false false false false false false false false false false false false false false X 7 7 false false false false false false false true true false true true true true true true true true true true false X QING LU CFO 4077081695 1000 PRIMERA BLVD LAKE MARY FL 32746 KEVIN MILLER PRESIDENT & CEO 50.00 0.00 X X 827367 0 48747 KEVIN J DOUGHERTY COO 50.00 0.00 X 365947 0 25877 JIM RYCHLICKI CFO 50.00 0.00 X 366627 0 21881 SAMUEL M NELSON CAOGENERAL COUNSEL 50.00 0.00 X 327512 0 37443 KEVIN S WRIGHT CIO 50.00 0.00 X 331154 0 30617 LINH DANG CHIEF DEV OFFICER 50.00 0.00 X 299344 0 24957 MIRIAM MITCHELL CHIEF LENDING OFFICER 50.00 0.00 X 246611 0 32831 JOSEPH A MACLAREN GENERAL COUNSEL 50.00 0.00 X 228694 0 31837 MATTHEW J WALSH VP IT 50.00 0.00 X 172052 0 29777 ROBERT J KINDERMANN SVP HUMAN RES 50.00 0.00 X 166279 0 26464 SHIRLEY A SHOEMAKER SVP OPERATIONS 50.00 0.00 X 170196 0 20403 STEWART GRASHOFF VP BUSINESS SERVICES 50.00 0.00 X 162146 0 22501 NORA RODRIGUEZ-PATTERSON CCO 50.00 0.00 X 160735 0 22942 QING LU CFO 50.00 0.00 X 89600 0 816 RICHARD L COLLINS CHAIR 10.00 0.00 X 0 0 0 ERROL GREENE 1ST VICE CHAIR 10.00 0.00 X 0 0 0 MARY LYNN WILLIAMS DIRECTOR 10.00 0.00 X 0 0 0 JANET E BUSH SECRETARY 10.00 0.00 X 0 0 0 RONALD PERSON DIRECTOR 10.00 0.00 X 0 0 0 DALE C KELLY 2ND VICE CHAIR 10.00 0.00 X 0 0 0 NAVAL MODANI TREASURER 10.00 0.00 X 0 0 0 3914264 0 377093 13 true true false CHLIC-CHATTANOOGA EASC-CIGNA MEDICAL INSURANCE 6466987 JACK HENRY ASSOCIATES INC DATA PROCESSING 1999796 BACKBASE USE INC ONLINE BANKING 1774537 NCUA REGULATORY 1316404 GREENHOUSE INC MAEKETING 896113 5 INCOME FROM LOANS 900099 82655221 82655221 82655221 10668145 10668145 92657285 5449153 98415560 -5758275 5449153 -309122 -309122 FEES & CHARGES 900099 12386604 12386604 MISC INCOME 900099 21115956 20040896 1075060 33502560 126516804 125441744 1075060 0 2591466 2591466 33032575 33032575 1249967 1249967 5210472 5210472 2416092 2416092 447221 447221 276748 276748 5909582 5909582 4134923 4134923 804549 804549 2177786 2177786 5513463 5513463 122279 122279 SEE ATTACHED 39671486 39671486 103558609 103558609 0 0 196209672 159727123 1044803 398438 1812554760 2006007543 19950 6650 3537874 2952517 128546094 55680288 73988902 72865806 442758215 436009396 79212472 86204401 2609326648 2764171874 8003216 22178627 47500000 152500000 2304469074 2367703123 2359972290 2542381750 X 249354358 221790124 249354358 221790124 2609326648 2764171874 X 22958195 -50522429 X false true X true false 22238760 22238760 57365856 21217767 36148089 946068 273788 672280 40968113 34188733 6779380 7027297 7027297 72865806 FED AGENCY 281784711 F CORPORATE BONDS 110425763 F CUSO INVESTMENTS 7389840 C FHLB STOCK 7784300 C CORPONE CAP SHARES 456883 C US GOVT AGENCY 28167899 F 436009396 NCUSIF 22404491 ACCRUED INT REC 7789209 INTANGIBLE ASSETS 6344527 OTHER ASSETS 49504189 OREO 161985 86204401 MEMBER SHARE DEPOSITS 2367703123 2367703123 126516804 126516804 126516804 103558609 103558609 103558609 X X X X X false false false KEVIN MILLER PRESIDENT & CEO 632594 156000 38773 15250 33497 876114 KEVIN J DOUGHERTY COO 365947 15250 10627 391824 SAMUEL M NELSON CAOGENERAL COUNSEL 326535 977 15250 22193 364955 KEVIN S WRIGHT CIO 326442 4712 15250 15367 361771 JOSEPH A MACLAREN GENERAL COUNSEL 209420 19274 31837 260531 MIRIAM MITCHELL CHIEF LENDING OFFICER 228755 17856 12128 20703 279442 MATTHEW J WALSH VP IT 171152 900 29777 201829 ROBERT J KINDERMANN SVP HUMAN RES 166279 26464 192743 SHIRLEY A SHOEMAKER SVP OPERATIONS 170196 20403 190599 STEWART GRASHOFF VP BUSINESS SERVICES 162146 22501 184647 NORA RODRIGUEZ-PATTERSON CCO 148682 12053 7659 15283 183677 LINH DANG CHIEF DEV OFFICER 298744 600 14912 10045 324301 JIM RYCHLICKI CFO 366627 15250 6631 388508 Form 990 governing body review Part VI line 11 FORM 990 IS REVIEWED BY BOARD OF DIRECTORS, CEO AND CFO PRIOR TO FILING Conflict of interest policy compliance Part VI line 12c CONFLICT OF INTEREST POLICY IS REVIEWED BY CREDIT UNIONS EXECUTIVE TEAM CEO executive director top management comp Part VI line 15a EXECUTIVE COMPENSATION IS REVIEWED BY CREDIT UNION COMPENSATION COMMITTEE Other officer or key employee compensation Part VI line 15b COMPENSATION COMMITTEE REVIEWS COMPENSATION OF TOP MANAGEMENT Governing documents etc available to public Part VI line 19 CREDIT UNION DOCUMENTS ARE MADE AVAILABLE UPON REQUEST Explanation of other changes in net assets or fund balances Part XI line 9 INITIAL YEAR TAX RETURN