Civic Intelligence

Evergreen Credit Union

990 • Fiscal year 2016 • EIN 01-0216328

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization ProfileWWW.EVERGREENCREDITUNION.ORG

View Organization Page

225 Riverside StreetPortland, ME 04104

(207) 221-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.91x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

22.22x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

7th percentile

$216,452

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Asset Growth

68th percentile

7.8%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

5.8%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$258,096,322

Up $18,751,931 (+7.8%) from 2015

Net Assets

Up

$22,492,337

Up $1,711,181 (+8.2%) from 2015

Liabilities

Up

$235,603,985

Up $17,040,750 (+7.8%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin67th percentile

Revenue

Up

$10,605,505

Up $585,628 (+5.8%) from 2015

Expenses

Up

$8,894,324

Up $159,381 (+1.8%) from 2015

Net Income

Up

$1,711,181

Up $426,247 (+33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $208,837,986Liabilities 2010: $192,785,205Net Assets 2010: $16,052,7812010Assets 2011: $207,020,000Liabilities 2011: $190,006,757Net Assets 2011: $17,013,2432011Assets 2012: $214,654,282Liabilities 2012: $197,035,413Net Assets 2012: $17,618,8692012Assets 2013: $220,406,548Liabilities 2013: $201,785,366Net Assets 2013: $18,621,1822013Assets 2014: $227,662,070Liabilities 2014: $208,165,848Net Assets 2014: $19,496,2222014Assets 2015: $239,344,391Liabilities 2015: $218,563,235Net Assets 2015: $20,781,1562015Assets 2016: $258,096,322Liabilities 2016: $235,603,985Net Assets 2016: $22,492,3372016Assets 2017: $269,528,838Liabilities 2017: $245,422,164Net Assets 2017: $24,106,6742017Assets 2018: $292,386,903Liabilities 2018: $265,882,982Net Assets 2018: $26,503,9212018Assets 2019: $315,745,025Liabilities 2019: $287,011,407Net Assets 2019: $28,733,6182019Assets 2020: $401,835,756Liabilities 2020: $372,087,169Net Assets 2020: $29,748,5872020Assets 2021: $464,620,792Liabilities 2021: $433,195,270Net Assets 2021: $31,425,5222021Assets 2022: $495,681,435Liabilities 2022: $460,931,699Net Assets 2022: $34,749,7362022Assets 2023: $538,657,901Liabilities 2023: $499,666,281Net Assets 2023: $38,991,6202023Assets 2024: $569,177,748Liabilities 2024: $527,130,931Net Assets 2024: $42,046,8172024

Highlighted filing

2016

Assets$258,096,322
Liabilities$235,603,985
Net Assets$22,492,337
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $10,561,7232010Expenses 2011: $10,046,2982011Expenses 2012: $9,782,6812012Revenue 2013: $10,244,571Expenses 2013: $9,242,258Net Income 2013: $1,002,3132013Revenue 2014: $9,842,376Expenses 2014: $8,967,336Net Income 2014: $875,0402014Revenue 2015: $10,019,877Expenses 2015: $8,734,943Net Income 2015: $1,284,9342015Revenue 2016: $10,605,505Expenses 2016: $8,894,324Net Income 2016: $1,711,1812016Revenue 2017: $11,687,004Expenses 2017: $10,072,667Net Income 2017: $1,614,3372017Revenue 2018: $14,236,278Expenses 2018: $11,839,030Net Income 2018: $2,397,2482018Revenue 2019: $16,124,008Expenses 2019: $13,894,311Net Income 2019: $2,229,6972019Revenue 2020: $16,514,366Expenses 2020: $15,499,397Net Income 2020: $1,014,9692020Revenue 2021: $18,374,213Expenses 2021: $16,697,278Net Income 2021: $1,676,9352021Revenue 2022: $21,853,203Expenses 2022: $18,528,989Net Income 2022: $3,324,2142022Revenue 2023: $28,417,310Expenses 2023: $24,172,387Net Income 2023: $4,244,9232023Revenue 2024: $33,224,947Expenses 2024: $30,169,750Net Income 2024: $3,055,1972024

Highlighted filing

2016

Revenue$10,605,505
Expenses$8,894,324
Net Income$1,711,181
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$10,605,505
Mission and Program Overview

Mission

Provide members with savings and loan services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$137,057,035$149,235,912▲ $12,178,877
Investments Other Securities$70,351,884$69,613,383▼ $738,501
Savings and Temporary Cash Investments$19,635,123$25,397,054▲ $5,761,931
Rtn Earn Endowment Incm Other Fnds$20,781,156$22,492,337▲ $1,711,181
Land, Buildings, and Equipment, Net$5,552,187$7,058,345▲ $1,506,158
Cash and Non-Interest-Bearing Accounts$900,188$1,263,084▲ $362,896
Prepaid Expenses and Deferred Charges$198,206$240,925▲ $42,719
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$239,344,391$258,096,322▲ $18,751,931
Other Assets Total$5,649,768$5,287,619▼ $362,149
Liabilities
Other Liabilities$218,332,197$235,270,459▲ $16,938,262
Accounts Payable and Accrued Expenses$231,038$333,526▲ $102,488
Total Liabilities$218,563,235$235,603,985▲ $17,040,750
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,781,156$22,492,337▲ $1,711,181
Total Liabilities and Net Assets / Fund Balance$239,344,391$258,096,322▲ $18,751,931

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,552,928$2,193,886$5,746,814
Land$1,705,026-$1,705,026
Other Land Buildings$1,406,905-$1,406,905
Equipment$393,486$234,122$627,608
Other Securities$4,000,000--
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy VerreaultSVP & COOFT$181,577$34,875$216,452
Kathleen ArchambaultEvp & CFOFT$171,769$15,521$187,290
H Tucker ColePast President & CEOFT$22,432$881$23,313
Jason LindstromPresident & CEOFT$13,111$1,690$14,801

Board Members and Trustees

NameTitle
Christopher DoeChairman
Robert DodgeVice Chairman
Brenner AllenDirector
Julie Lunt-farleyDirector
Robert DorrDirector
John Holt JrAssistant Secretary
Jennifer BretonAssistant Treasurer
Rachel GreenSecretary
Sandra LipseyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
SynergentData/atm ProcessingPO BOX 1236, Portland, ME 04104$1,338,572
Allied CookConstruction - Windham BranchPO BOX 1396, Portland, ME 04104$855,060
Tla INCConstruction - Windham Branch400 US ROUTE 1 SUITE A, Falmouth, ME 04105$438,959
Systems EngineeringComputer Equip. & Network Admin.120 EXCHANGE ST, Portland, ME 04101$186,822
Imagine Brands INCMarketingHOWARD LOWELL PO BOX 1038, Portland, ME 04104$113,093
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,808,159
Investment Income
$1,118,611
Other Revenue
$1,678,735
Change in Net Assets
$1,711,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,531,968
Salaries, Compensation, and Employee Benefits$3,655,183
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,292,906
Fees for Services Other---$1,707,027
Office Expenses---$813,911
Benefits to Members---$707,173
Other Employee Benefits---$590,533
Occupancy---$463,432
Current Officers, Directors, Trustees, and Key Employees---$441,855
Advertising---$262,319
Depreciation Depletion---$255,600
Payroll Taxes---$200,362
Pension Plan Contributions---$129,527
Insurance---$90,801
Fees for Services Accounting---$90,000
Conferences and Meetings---$31,452
Other Expenses---$15,351
All Other Expenses---$15,131
Fees for Services Legal---$10,940
Total Functional Expenses$0$0$0$8,894,324
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Deposits$235,270,459
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Line 6 explanation - membership is obtained by anyone making the minimum requirement deposit in the credit union.”

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - board of directors is comprised of members elected by the credit union members.”

Form 990, Part VI, Section A, Line 7B

“Line 7b explanation - certain actions of the board require a vote by the membership.”

Form 990, Part VI, Section B, Line 11B

“A formal review by the entire governing body was not deemed necessary. A formal review by the ceo and cfo is performed.”

Form 990, Part VI, Section B, Line 12C

“In signing the conflict of interest policy, officers agree to disclose any related items. The organization is small and therefore senior management is aware of all contracts with third parties. Therefore, any conflict would be easily identified and avoided. If the board member wanted to pursue a business relationship they would be required to resign from the board.”

Form 990, Part VI, Section B, Line 15

“Ceo is reviewed by compensation committee of the board. Goals are set for each year at the beginning of the year. Ceo is measured based on goals and compensation range is based on third party vendor ranges for like size" institutions. Other officers and key employees are reviewed by their supervisor based on established credit union review process.”

Form 990, Part VI, Section C, Line 19

“The governing documents and policies of the organization are made available upon request. The financial statements are posted in the lobby monthly.”

Filing and Contact Details

Filer

Filer Name
Evergreen Credit Union
EIN
01-0216328
Phone
2072215000
Address
225 RIVERSIDE STREET, PORTLAND, ME 04104

Signing Officer

Name
Jason Lindstrom
Title
President & CEO
Phone
2072215000
Signed
2017-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Lindstrom
Formed
1951
Legal Domicile
Me
Voting Board Members
9
Independent Board Members
9
Employees
82
Volunteers
9

Preparer

Firm
Macpage LLC
Address
30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Mark Ayers
Phone
2077745701
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Student loan fees 11,001. Atm expenses 784,597. Data processing fees 511,311. Professional & outside services 400,118.”

Raw XML AppendixShowing 400 of 499 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10EVP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010605505
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt090801
IRS990/InvestmentIncomeGrp/ExclusionAmt01118611
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01118611
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt070351884
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt069613383
IRS990/IRPDocumentCnt02823
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02428008
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05552187
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07058345
IRS990/LandBldgEquipCostOrOtherBssAmt09486353
IRS990/LegalDomicileStateCd0ME
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE MEMBERS WITH SAVINGS AND LOAN SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020781156
IRS990/NetAssetsOrFundBalancesEOYAmt022492337
IRS990/NetUnrelatedBusTxblIncmAmt0-1510
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0463432
IRS990/OfficeExpensesGrp/TotalAmt0813911
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05649768
IRS990/OtherAssetsTotalGrp/EOYAmt05287619
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0590533
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1LOAN SERVICE EXPENSE
IRS990/OtherExpensesGrp/Desc2MISC OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc3SUPERVISION & EXAMINATI
IRS990/OtherExpensesGrp/TotalAmt0435000
IRS990/OtherExpensesGrp/TotalAmt1258559
IRS990/OtherExpensesGrp/TotalAmt282445
IRS990/OtherExpensesGrp/TotalAmt315351
IRS990/OtherLiabilitiesGrp/BOYAmt0218332197
IRS990/OtherLiabilitiesGrp/EOYAmt0235270459
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/BusinessCd2522100
IRS990/OtherRevenueMiscGrp/Desc0ATM NON-MEMBER FEES
IRS990/OtherRevenueMiscGrp/Desc1MBR INSURANCES CR LIFE/AD&D
IRS990/OtherRevenueMiscGrp/Desc2OTHER OPERATING INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01603025
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt149816
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2119
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01628800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt149816
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2119
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt025775
IRS990/OtherRevenueTotalAmt01678735
IRS990/OtherSalariesAndWagesGrp/TotalAmt02292906
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0137057035
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0149235912
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0200362
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0129527
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0198206
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0240925
IRS990/PrincipalOfficerNm0JASON LINDSTROM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522291
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INCOME FROM MEMBERS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06482070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11326089
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06482070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11326089
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0774487
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01137532
IRS990/PYOtherExpensesAmt04520627
IRS990/PYOtherRevenueAmt01592735
IRS990/PYProgramServiceRevenueAmt07289610
IRS990/PYRevenuesLessExpensesAmt01284934
IRS990/PYSalariesCompEmpBnftPaidAmt03439829
IRS990/PYTotalExpensesAmt08734943
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010019877
IRS990/ReconcilationRevenueExpnssAmt01711181
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09461119
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt020781156
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022492337
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019635123
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025397054
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03552928
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02193886
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05746814
IRS990ScheduleD/EquipmentGrp/BookValueAmt0393486
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0234122
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0627608
IRS990ScheduleD/LandGrp/BookValueAmt01705026
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01705026
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01406905
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01406905
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0235270459
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt055053000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt17967005
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22193378
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3400000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt44000000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MORTGAGE-BACKED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2NCUSIF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3TRICORP F C U MEMBER SHARES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07058345
IRS990ScheduleD/TotalBookValueSecuritiesAmt069613383
IRS990ScheduleD/TotalLiabilityAmt0235270459
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0171769
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1181577
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06871
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt16641
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt08650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt128234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHLEEN ARCHAMBAULT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TIMOTHY VERREAULT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EVP & CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SVP & COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0187290
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1216452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$258,096,322
Liabilities
$235,603,985
Net assets
$22,492,337
Revenue
$10,605,505
Expenses
$8,894,324
Net income
$1,711,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$569$527$42.0$33.2$30.2$3.06
2023Detailed filing. Detailed filing data is available for this year.$539$500$39.0$28.4$24.2$4.24
2022Detailed filing. Detailed filing data is available for this year.$496$461$34.7$21.9$18.5$3.32
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$465$433$31.4$18.4$16.7$1.68
2020Detailed filing. Detailed filing data is available for this year.$402$372$29.7$16.5$15.5$1.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$316$287$28.7$16.1$13.9$2.23
2018Detailed filing. Detailed filing data is available for this year.$292$266$26.5$14.2$11.8$2.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$270$245$24.1$11.7$10.1$1.61
2016Detailed filing. Detailed filing data is available for this year.$258$236$22.5$10.6$8.89$1.71
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$239$219$20.8$10.0$8.73$1.28
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$228$208$19.5$9.84$8.97$0.88
2013Detailed filing. Detailed filing data is available for this year.$220$202$18.6$10.2$9.24$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$215$197$17.6$9.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$190$17.0$10.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$209$193$16.1$10.6