Civic Intelligence

Tremont Credit Union

990 • Fiscal year 2012 • EIN 04-3414490

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 26, 2013

Organization ProfileWWW.TREMONTCU.ORG

View Organization Page

PO Box 85064902185-0649
Siviq Scores

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

Liabilities / Assets

30th percentile

0.88x

Higher debt load relative to assets than 30% of similar nonprofits.

2012 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

9th percentile

-1.7%

Faster asset growth than 9% of similar nonprofits.

2012 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$161,825,820

Down $2,765,764 (-1.7%) from 2011

Net Assets

Down

$20,001,258

Down $196,328 (-1.0%) from 2011

Liabilities

Down

$141,824,562

Down $2,569,436 (-1.8%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,325,476

Down $1,181,278 (-14%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$300M$200M$100M$0Assets 2010: $169,611,141Liabilities 2010: $148,835,939Net Assets 2010: $20,775,2022010Assets 2011: $164,591,584Liabilities 2011: $144,393,998Net Assets 2011: $20,197,5862011Assets 2012: $161,825,820Liabilities 2012: $141,824,562Net Assets 2012: $20,001,2582012Assets 2013: $164,407,259Liabilities 2013: $144,406,135Net Assets 2013: $20,001,1242013Assets 2014: $166,209,146Liabilities 2014: $146,098,787Net Assets 2014: $20,110,3592014Assets 2015: $170,799,175Liabilities 2015: $150,394,693Net Assets 2015: $20,404,4822015Assets 2016: $172,309,492Liabilities 2016: $151,496,392Net Assets 2016: $20,813,1002016Assets 2017: $174,387,317Liabilities 2017: $152,013,890Net Assets 2017: $22,373,4272017Assets 2018: $184,787,616Liabilities 2018: $161,557,456Net Assets 2018: $23,230,1602018Assets 2019: $203,534,916Liabilities 2019: $178,372,003Net Assets 2019: $25,162,9132019Assets 2020: $240,451,967Liabilities 2020: $214,555,730Net Assets 2020: $25,896,2372020Assets 2021: $244,401,139Liabilities 2021: $218,279,761Net Assets 2021: $26,121,3782021Assets 2022: $255,114,045Liabilities 2022: $233,077,800Net Assets 2022: $22,036,2452022Assets 2023: $261,134,842Liabilities 2023: $239,206,451Net Assets 2023: $21,928,3912023Assets 2024: $260,416,544Liabilities 2024: $238,885,581Net Assets 2024: $21,530,9632024

Highlighted filing

2012

Assets$161,825,820
Liabilities$141,824,562
Net Assets$20,001,258
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,338,9282010Revenue 2011: $8,063,153Expenses 2011: $8,506,754Net Income 2011: -$443,6012011Expenses 2012: $7,325,4762012Revenue 2013: $6,823,944Expenses 2013: $7,005,711Net Income 2013: -$181,7672013Revenue 2014: $7,126,060Expenses 2014: $6,805,968Net Income 2014: $320,0922014Revenue 2015: $7,134,194Expenses 2015: $6,455,042Net Income 2015: $679,1522015Revenue 2016: $7,443,648Expenses 2016: $6,329,457Net Income 2016: $1,114,1912016Revenue 2017: $8,534,778Expenses 2017: $7,406,001Net Income 2017: $1,128,7772017Revenue 2018: $9,292,143Expenses 2018: $8,071,440Net Income 2018: $1,220,7032018Revenue 2019: $10,236,397Expenses 2019: $9,006,691Net Income 2019: $1,229,7062019Revenue 2020: $9,193,968Expenses 2020: $8,940,771Net Income 2020: $253,1972020Revenue 2021: $9,907,662Expenses 2021: $9,307,134Net Income 2021: $600,5282021Revenue 2022: $11,136,951Expenses 2022: $10,636,902Net Income 2022: $500,0492022Revenue 2023: $13,953,932Expenses 2023: $14,056,144Net Income 2023: -$102,2122023Revenue 2024: $14,269,021Expenses 2024: $14,911,952Net Income 2024: -$642,9312024

Highlighted filing

2012

Revenue-
Expenses$7,325,476
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 26, 2013
Return Version
2012v2.1
Gross Receipts
$8,231,354
Mission and Program Overview

Mission

State chartered credit union

Filing and Contact Details

Filer

EIN
04-3414490
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0JAMES BRODEUR WAS THE CIO AT THE CREDIT UNION UNTIL DECEMBER 2010. IN ACCORDANCE WITH A DECEMBER 2011 SIGNED SETTLEMENT AGREEMENT, JAMES RECEIVED A SEVERANCE PACKAGE CONSISTING OF SALARY, AS WELL AS PAID MEDICAL AND DENTAL PREMIUMS. THE PORTION OF THIS COMPENSATION RECEIVED IN 2012 TOTALED $13,333, AND WAS INCLUDED ON HIS W-2 FOR 2012.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1GEORGE LAMB WAS THE CFO AT THE CREDIT UNION UNTIL MARCH 2012. IN ACCORDANCE WITH A MAY 2012 SIGNED SETTLEMENT AGREEMENT, GEORGE RECEIVED A SEVERANCE PACKAGE CONSISTING OF SALARY, AS WELL AS PAID MEDICAL AND DENTAL PREMIUMS. THIS SEVERANCE WAS ENTIRELY PAID OUT AND RECEIVED BY GEORGE LAMB DURING 2012 FOR A TOTAL OF $20,770, AND WAS INCLUDED IN HIS 2012 FORM W-2.
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4A
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1PART I, LINE 4A
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MICHAEL O'MALLEY
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1JAMES BRODEUR
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2GEORGE LAMB
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IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg23520
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs20

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$161,825,820
Liabilities
$141,824,562
Net assets
$20,001,258
Revenue
-
Expenses
$7,325,476
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$260$239$21.5$14.3$14.9$0.64
2023Detailed filing. Detailed filing data is available for this year.$261$239$21.9$14.0$14.1$0.10
2022Detailed filing. Detailed filing data is available for this year.$255$233$22.0$11.1$10.6$0.50
2021Detailed filing. Detailed filing data is available for this year.$244$218$26.1$9.91$9.31$0.60
2020Detailed filing. Detailed filing data is available for this year.$240$215$25.9$9.19$8.94$0.25
2019Detailed filing. Detailed filing data is available for this year.$204$178$25.2$10.2$9.01$1.23
2018Detailed filing. Detailed filing data is available for this year.$185$162$23.2$9.29$8.07$1.22
2017Detailed filing. Detailed filing data is available for this year.$174$152$22.4$8.53$7.41$1.13
2016Detailed filing. Detailed filing data is available for this year.$172$151$20.8$7.44$6.33$1.11
2015Detailed filing. Detailed filing data is available for this year.$171$150$20.4$7.13$6.46$0.68
2014Detailed filing. Detailed filing data is available for this year.$166$146$20.1$7.13$6.81$0.32
2013Detailed filing. Detailed filing data is available for this year.$164$144$20.0$6.82$7.01$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$162$142$20.0$7.33
2011Summary only. Only limited summary data is available for this year.$165$144$20.2$8.06$8.51$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$170$149$20.8$5.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)14 • $100M-$250M nonprofits