Civic Intelligence

St Jeans Credit Union

990 • Fiscal year 2020 • EIN 04-1801520

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 28, 2021

Organization ProfileWWW.STJEANSCU.COM

View Organization Page

370 Highland AvenueSalem, MA 01970

(781) 592-5420

Siviq Scores

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

Liabilities / Assets

75th percentile

0.91x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

22.58x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Net Margin

28th percentile

7.2%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

36th percentile

$365,193

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Asset Growth

16th percentile

11%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-8.5%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$300,448,236

Up $30,460,610 (+11%) from 2019

Net Assets

Up

$26,409,307

Up $965,432 (+3.8%) from 2019

Liabilities

Up

$274,038,929

Up $29,495,178 (+12%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin28th percentile

Revenue

Down

$12,139,021

Down $1,131,536 (-8.5%) from 2019

Expenses

Up

$11,268,248

Up $163,169 (+1.5%) from 2019

Net Income

Down

$870,773

Down $1,294,705 (-60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$400M$300M$200M$100M$0Assets 2010: $133,701,426Liabilities 2010: $120,156,524Net Assets 2010: $13,544,9022010Assets 2011: $140,798,720Liabilities 2011: $127,079,352Net Assets 2011: $13,719,3682011Assets 2012: $140,598,823Liabilities 2012: $126,307,639Net Assets 2012: $14,291,1842012Assets 2013: $148,483,476Liabilities 2013: $134,129,951Net Assets 2013: $14,353,5252013Assets 2014: $158,960,262Liabilities 2014: $144,452,226Net Assets 2014: $14,508,0362014Assets 2015: $210,983,475Liabilities 2015: $189,607,136Net Assets 2015: $21,376,3392015Assets 2016: $212,162,480Liabilities 2016: $190,422,351Net Assets 2016: $21,740,1292016Assets 2017: $225,241,676Liabilities 2017: $203,171,430Net Assets 2017: $22,070,2462017Assets 2018: $248,810,388Liabilities 2018: $225,510,123Net Assets 2018: $23,300,2652018Assets 2019: $269,987,626Liabilities 2019: $244,543,751Net Assets 2019: $25,443,8752019Assets 2020: $300,448,236Liabilities 2020: $274,038,929Net Assets 2020: $26,409,3072020Assets 2021: $315,403,428Liabilities 2021: $288,280,474Net Assets 2021: $27,122,9542021Assets 2022: $334,286,442Liabilities 2022: $307,493,057Net Assets 2022: $26,793,3852022Assets 2023: $367,484,676Liabilities 2023: $337,592,441Net Assets 2023: $29,892,2352023Assets 2024: $378,327,787Liabilities 2024: $347,252,944Net Assets 2024: $31,074,8432024

Highlighted filing

2020

Assets$300,448,236
Liabilities$274,038,929
Net Assets$26,409,307
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$20M$15M$10M$5.0M$0Expenses 2010: $6,907,8042010Revenue 2011: $7,059,597Expenses 2011: $6,658,436Net Income 2011: $401,1612011Expenses 2012: $6,371,7532012Revenue 2013: $6,606,353Expenses 2013: $6,306,906Net Income 2013: $299,4472013Revenue 2014: $6,779,986Expenses 2014: $6,356,585Net Income 2014: $423,4012014Revenue 2015: $7,596,144Expenses 2015: $7,102,472Net Income 2015: $493,6722015Revenue 2016: $8,878,169Expenses 2016: $8,245,259Net Income 2016: $632,9102016Revenue 2017: $9,514,332Expenses 2017: $8,432,802Net Income 2017: $1,081,5302017Revenue 2018: $10,712,957Expenses 2018: $9,482,386Net Income 2018: $1,230,5712018Revenue 2019: $13,270,557Expenses 2019: $11,105,079Net Income 2019: $2,165,4782019Revenue 2020: $12,139,021Expenses 2020: $11,268,248Net Income 2020: $870,7732020Revenue 2021: $11,808,191Expenses 2021: $10,403,697Net Income 2021: $1,404,4942021Revenue 2022: $12,416,891Expenses 2022: $10,382,805Net Income 2022: $2,034,0862022Revenue 2023: $17,647,270Expenses 2023: $15,245,944Net Income 2023: $2,401,3262023Revenue 2024: $19,422,313Expenses 2024: $17,730,468Net Income 2024: $1,691,8452024

Highlighted filing

2020

Revenue$12,139,021
Expenses$11,268,248
Net Income$870,773
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 28, 2021
Return Version
2020v4.1
Gross Receipts
$12,139,021
Mission and Program Overview

Mission

CREDIT UNION

The mission of st. Jean's credit union is to fulfill the needs of our diverse membership with the utmost integrity and privacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$220,445,612$215,517,884▼ $4,927,728
Investments in Publicly Traded Securities$7,532,226$30,054,594▲ $22,522,368
Rtn Earn Endowment Incm Other Fnds$25,443,875$26,409,307▲ $965,432
Savings and Temporary Cash Investments$13,113,968$22,828,044▲ $9,714,076
Land, Buildings, and Equipment, Net$8,468,319$8,397,676▼ $70,643
Investments Other Securities$10,057,103$8,331,392▼ $1,725,711
Cash and Non-Interest-Bearing Accounts$3,349,943$5,699,333▲ $2,349,390
Prepaid Expenses and Deferred Charges$263,027$324,048▲ $61,021
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$269,987,626$300,448,236▲ $30,460,610
Other Assets Total$6,757,428$9,295,265▲ $2,537,837
Liabilities
Other Liabilities$226,179,478$247,047,131▲ $20,867,653
Unsecured Notes Loans Payable$17,233,382$25,897,029▲ $8,663,647
Escrow Account Liability$844,213$962,226▲ $118,013
Accounts Payable and Accrued Expenses$286,678$132,543▼ $154,135
Total Liabilities$244,543,751$274,038,929▲ $29,495,178
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,443,875$26,409,307▲ $965,432
Total Liabilities and Net Assets / Fund Balance$269,987,626$300,448,236▲ $30,460,610

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,384,692$581,152$4,965,844
Equipment$922,120$2,538,567$3,460,687
Buildings$1,386,762$481,381$1,868,143
Land$1,624,041-$1,624,041
Other Land Buildings$80,061-$80,061
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C David SurfacePresident/CEOFT$258,726$106,467$365,193
Kathleen DonahueExecutive Vice PresidentFT$134,383$39,609$173,992
Stephen PedroCFOFT$126,464$31,719$158,183
James MetcalfVP Consumer LendingFT$124,210$10,507$134,717
Kathryn MacdonaldVP of ComplianceFT$111,222$15,510$126,732
Nicole MarkeeVP of ItFT$103,748$22,891$126,639

Board Members and Trustees

NameTitle
Steven WalshChairman
Paul Amirault1st Vice Chairman
Timothy Shea2nd Vice Chairman
Carolina TrujilloDirector
Cheryl CrounseDirector
Lawrence RauschDirector
Stephen SalvoDirector
Richard DragoneDirector/security Officer
Ira NovoselskyTreasurer/clerk/director

Highest Paid Contractors

ContractorServicesLocationCompensation
SynergentCore Data ProviderPO BOX 1236, Portland, ME 04104$687,330
Digital Insight CorpncrHome BankingPO BOX 740641, Los Angeles, CA 90074-0641$255,121
Newground International INCNew Revere Building General ContractorPO BOX 6228, Coral Stream, IL 60197-6228$225,302
NcuaShare Insurance & RegulatorPO BOX 979069, St Louis, MO 63197-9000$177,290
Diebold INCAtm/equipmentPO BOX 643543, Pittsburgh, PA 15264-3543$154,929
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,931,060
Investment Income
$1,211,690
Other Revenue
$996,271
Change in Net Assets
$870,773

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,139,021
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,139,021
Total Revenue per Form 990
$12,139,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,519,060
Salaries, Compensation, and Employee Benefits$4,746,953
Grants and Similar Amounts Paid$2,235
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons---$3,235,148
Interest---$2,271,599
Information Technology---$1,010,341
Occupancy---$807,024
Depreciation Depletion---$479,494
Other Employee Benefits---$455,664
Pension Plan Contributions---$439,911
Current Officers, Directors, Trustees, and Key Employees---$326,749
Payroll Taxes---$289,481
Office Expenses---$278,762
Other Expenses---$191,682
All Other Expenses---$133,670
Fees for Services Accounting---$38,700
Insurance---$26,558
Travel---$20,446
Conferences and Meetings---$17,356
Fees for Services Other---$10,463
Fees for Services Legal---$8,000
Grants to Domestic Orgs---$2,235
Total Functional Expenses$0$0$0$11,268,248

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,268,248
Total Expenses per Audited Statements$11,268,248
Total Expenses per Form 990$11,268,248
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Shares and Deposits$245,546,479
Other Liabilities$1,500,652
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 35% controlled entity
No
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Classes of members or stockholders persons who meet the requirements of the organization's field of membership who hold at least one share of the capital”

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

“Election of members and their rights - each member has a vote at the election of the board of directors.”

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

“Decisions subject to the approval of members any changes to the incorporating documents, i.e bylaws are approved by membership”

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

“The 990 will be reviewed by ceo, cfo and directors. Due to filing deadlines, the 990 may be reviewed by the board of directors subsequent to filing. The review is documented in the minutes.”

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

“Policy is reviewed annually with the board and employees. Written acknowledgements are signed on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi, line 15a compensation process for top official ceo's compensation is determined by the board of directors, executive comittee. Wage and salary plan introduced in 2013. Job descriptions were updated. A salary survey was conducted by an independent company. All positions were evaluated. Positions within the credit union have been assigned a rank. Salary ranges were established for each rank. Compensation is based on current and related experience. Form 990, part vi, line 15b ceo's compensation is determined by the board of directors. Senior management is determined by increase set forth for staff and approved by the board of directors. Salary surveys, industry trends and earnings are all taken into consideration.”

Form 990, Part VI, Section C, Line 19

“Governing documents are posted in the lobby at branch locations and are available upon request. The information is updated on a monthly basis after the board meets.”

Filing and Contact Details

Filer

Filer Name
St Jeans Credit Union
EIN
04-1801520
Phone
7815925420
Address
370 HIGHLAND AVENUE, SALEM, MA 01970

Signing Officer

Name
C David Surface
Title
President & CEO
Phone
7815925420
Signed
2021-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C David Surface
Formed
1910
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
9
Employees
80
Volunteers
9

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Harry a Kalajian Jr CPA
Phone
6174399700
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization did not change either its oversight process or selection process during the tax year.”

Financial Statement Notes

PART IV, LINE 2B:

“Mortgage escrow accounts are held for the payment of real estate taxes for municipalities.”

PART X, LINE 2:

“The credit union is exempt, by statute, from federal and state income taxes on income under the provisions of the internal revenue code and massachusetts statutes. Tax positions taken or expected to be taken, including the position that the credit union qualifies as a tax exempt entity, are required to be evaluated to determine whether the tax positions are "more-likely-than-not" to be upheld under regulatory review. Tax positions not deemed to meet the more-likely-than-not threshold would be accrued and disclosed in the financial statements. The credit union has evaluated its tax positions as of december 31, 2020 and 2019 and has determined that there are no uncertain tax positions that qualify for either recognition or disclosure. Currently tax years from 2017 through present are open and subject to examination by taxing authorities.”

Raw XML AppendixShowing 400 of 562 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/PersonNm4RICHARD DRAGONE
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHEN SALVO
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVEN WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL AMIRAULT
IRS990/Form990PartVIISectionAGrp/PersonNm8TIMOTHY SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROLINA TRUJILLO
IRS990/Form990PartVIISectionAGrp/PersonNm10KATHLEEN DONAHUE
IRS990/Form990PartVIISectionAGrp/PersonNm11KATHRYN MACDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm12NICOLE MARKEE
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES METCALF
IRS990/Form990PartVIISectionAGrp/PersonNm14STEPHEN PEDRO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0326749
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10149333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11111222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12103748
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13124210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14130019
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/CLERK/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR/SECURITY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt71ST VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt82ND VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP OF COMPLIANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP CONSUMER LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01910
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0562253
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02235
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0562253
IRS990/GrossReceiptsAmt012139021
IRS990/GrossRentsGrp/RealAmt037116
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01010341
IRS990/InsuranceGrp/TotalAmt026558
IRS990/InterestGrp/TotalAmt02271599
IRS990/InvestmentIncomeGrp/ExclusionAmt0649437
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0649437
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010057103
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08331392
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07532226
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030054594
IRS990/IRPDocumentCnt06172
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03601100
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08468319
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08397676
IRS990/LandBldgEquipCostOrOtherBssAmt011998776
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt013761
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt013761
IRS990/MissionDesc0ST. JEAN'S CREDIT UNION (THE "CREDIT UNION") IS A STATE-CHARTERED CREDIT UNION. ITS PRIMARY BUSINESS IS THE ACCEPTANCE OF DEPOSITS AND THE MAKING OF LOANS TO MEMBERS WHO LIVE OR WORK IN THE MASSACHUSETTS COUNTIES OF ESSEX COUNTY, MIDDLESEX COUNTY, SUFFOLK COUNTY AND EMPLOYEES AND FAMILY MEMBERS OF H.P. HOOD, LLC (FAMILY MEMBERS ARE DEFINED AS PARENTS AND SIBLINGS).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025443875
IRS990/NetAssetsOrFundBalancesEOYAmt026409307
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0562253
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0562253
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt037116
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt037116
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt094659
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0807024
IRS990/OfficeExpensesGrp/TotalAmt0278762
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06757428
IRS990/OtherAssetsTotalGrp/EOYAmt09295265
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0455664
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1LOAN PROCESSING FEES
IRS990/OtherExpensesGrp/Desc2SERVICING CONTRACTS
IRS990/OtherExpensesGrp/Desc3PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt0535453
IRS990/OtherExpensesGrp/TotalAmt1450256
IRS990/OtherExpensesGrp/TotalAmt2239256
IRS990/OtherExpensesGrp/TotalAmt3191682
IRS990/OtherLiabilitiesGrp/BOYAmt0226179478
IRS990/OtherLiabilitiesGrp/EOYAmt0247047131
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2522100
IRS990/OtherRevenueMiscGrp/Desc0INTERCHARGE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc2LOAN SERVICING FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0662024
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1231944
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt251426
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0662024
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1231944
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt251426
IRS990/OtherRevenueTotalAmt0959155
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0220445612
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0215517884
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0289481
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0439911
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0263027
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0324048
IRS990/PrincipalOfficerNm0C DAVID SURFACE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERS SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08944101
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1961907
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08944101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1986959
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt025052
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01863517
IRS990/PYOtherExpensesAmt06414771
IRS990/PYOtherRevenueAmt01035361
IRS990/PYProgramServiceRevenueAmt010371679
IRS990/PYRevenuesLessExpensesAmt02165478
IRS990/PYSalariesCompEmpBnftPaidAmt04690308
IRS990/PYTotalExpensesAmt011105079
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013270557
IRS990/ReconcilationRevenueExpnssAmt0870773
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt037116
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt025443875
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026409307
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013113968
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022828044
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01386762
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0481381
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01868143
IRS990ScheduleD/EquipmentGrp/BookValueAmt0922120
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02538567
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03460687
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt011268248
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt01624041
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01624041
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04384692
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0581152
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04965844
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt080061
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt080061
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0245546479
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11500652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES AND DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt012139021
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MORTGAGE ESCROW ACCOUNTS ARE HELD FOR THE PAYMENT OF REAL ESTATE TAXES FOR MUNICIPALITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION IS EXEMPT, BY STATUTE, FROM FEDERAL AND STATE INCOME TAXES ON INCOME UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE AND MASSACHUSETTS STATUTES. TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, INCLUDING THE POSITION THAT THE CREDIT UNION QUALIFIES AS A TAX EXEMPT ENTITY, ARE REQUIRED TO BE EVALUATED TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE UPHELD UNDER REGULATORY REVIEW. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE ACCRUED AND DISCLOSED IN THE FINANCIAL STATEMENTS. THE CREDIT UNION HAS EVALUATED ITS TAX POSITIONS AS OF DECEMBER 31, 2020 AND 2019 AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE. CURRENTLY TAX YEARS FROM 2017 THROUGH PRESENT ARE OPEN AND SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08397676
IRS990ScheduleD/TotalExpensesPerForm990Amt011268248

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,448,236
Liabilities
$274,038,929
Net assets
$26,409,307
Revenue
$12,139,021
Expenses
$11,268,248
Net income
$870,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$378$347$31.1$19.4$17.7$1.69
2023Detailed filing. Detailed filing data is available for this year.$367$338$29.9$17.6$15.2$2.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$334$307$26.8$12.4$10.4$2.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$315$288$27.1$11.8$10.4$1.40
2020Detailed filing. Detailed filing data is available for this year.$300$274$26.4$12.1$11.3$0.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$270$245$25.4$13.3$11.1$2.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$249$226$23.3$10.7$9.48$1.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$225$203$22.1$9.51$8.43$1.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$212$190$21.7$8.88$8.25$0.63
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$211$190$21.4$7.60$7.10$0.49
2014Detailed filing. Detailed filing data is available for this year.$159$144$14.5$6.78$6.36$0.42
2013Detailed filing. Detailed filing data is available for this year.$148$134$14.4$6.61$6.31$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$141$126$14.3$6.37
2011Summary only. Only limited summary data is available for this year.$141$127$13.7$7.06$6.66$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$134$120$13.5$6.91