Civic Intelligence

Commonwealth Utilities Employees Credit Union

EIN 04-6055566 • 501(c)14 • Marion, MA

View Organization Page

Profile

Financial services to members

312 Wareham RoadMarion, MA 02738

www.cuecu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.85x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

39.03x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2021

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

6.1%

Faster asset growth than 87% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-13%

Faster revenue growth than 8% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$0

Down $50,936,191 (-100%) from 2022

Liabilities

Down

$0

Down $43,359,682 (-100%) from 2022

Net Assets

Down

$0

Down $7,576,509 (-100%) from 2022

Operations
Liabilities / Revenue97th percentileNet Margin70th percentile

Revenue

Down

$407,509

Down $874,366 (-68%) from 2022

Expenses

Down

$223,820

Down $659,303 (-75%) from 2022

Net Income

Down

$183,689

Down $215,063 (-54%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $42,288,462Liabilities 2010: $36,845,669Net Assets 2010: $5,442,7932010Assets 2011: $43,114,724Liabilities 2011: $37,440,898Net Assets 2011: $5,673,8262011Assets 2012: $43,763,110Liabilities 2012: $37,835,973Net Assets 2012: $5,927,1372012Assets 2013: $44,258,091Liabilities 2013: $38,292,785Net Assets 2013: $5,965,3062013Assets 2014: $42,093,491Liabilities 2014: $36,218,929Net Assets 2014: $5,874,5622014Assets 2015: $41,308,850Liabilities 2015: $35,348,603Net Assets 2015: $5,960,2472015Assets 2016: $41,593,305Liabilities 2016: $35,466,052Net Assets 2016: $6,127,2532016Assets 2017: $41,323,572Liabilities 2017: $34,955,134Net Assets 2017: $6,368,4382017Assets 2018: $40,213,112Liabilities 2018: $33,581,823Net Assets 2018: $6,631,2892018Assets 2019: $41,463,569Liabilities 2019: $34,550,887Net Assets 2019: $6,912,6822019Assets 2020: $46,574,108Liabilities 2020: $39,504,664Net Assets 2020: $7,069,4442020Assets 2021: $49,419,083Liabilities 2021: $42,206,153Net Assets 2021: $7,212,9302021Assets 2022: $50,936,191Liabilities 2022: $43,359,682Net Assets 2022: $7,576,5092022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,744,7142010Expenses 2011: $1,659,6792011Revenue 2012: $1,546,984Expenses 2012: $1,315,001Net Income 2012: $231,9832012Revenue 2013: $1,304,034Expenses 2013: $1,208,759Net Income 2013: $95,2752013Revenue 2014: $1,204,988Expenses 2014: $1,271,577Net Income 2014: -$66,5892014Revenue 2015: $1,166,002Expenses 2015: $1,060,103Net Income 2015: $105,8992015Revenue 2016: $1,165,800Expenses 2016: $996,238Net Income 2016: $169,5622016Revenue 2017: $1,192,557Expenses 2017: $950,088Net Income 2017: $242,4692017Revenue 2018: $1,307,566Expenses 2018: $1,048,221Net Income 2018: $259,3452018Revenue 2019: $1,353,496Expenses 2019: $1,076,086Net Income 2019: $277,4102019Revenue 2020: $1,235,977Expenses 2020: $1,046,856Net Income 2020: $189,1212020Revenue 2021: $1,081,315Expenses 2021: $904,194Net Income 2021: $177,1212021Revenue 2022: $1,281,875Expenses 2022: $883,123Net Income 2022: $398,7522022Revenue 2023: $407,509Expenses 2023: $223,820Net Income 2023: $183,6892023

Highlighted filing

2023

Revenue$407,509
Expenses$223,820
Net Income$183,689
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$407,509
Expenses
$223,820
Net income
$183,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.41$0.22$0.18
2022Detailed filing. Detailed filing data is available for this year.$50.9$43.4$7.58$1.28$0.88$0.40
2021Detailed filing. Detailed filing data is available for this year.$49.4$42.2$7.21$1.08$0.90$0.18
2020Detailed filing. Detailed filing data is available for this year.$46.6$39.5$7.07$1.24$1.05$0.19
2019Detailed filing. Detailed filing data is available for this year.$41.5$34.6$6.91$1.35$1.08$0.28
2018Detailed filing. Detailed filing data is available for this year.$40.2$33.6$6.63$1.31$1.05$0.26
2017Detailed filing. Detailed filing data is available for this year.$41.3$35.0$6.37$1.19$0.95$0.24
2016Detailed filing. Detailed filing data is available for this year.$41.6$35.5$6.13$1.17$1.00$0.17
2015Detailed filing. Detailed filing data is available for this year.$41.3$35.3$5.96$1.17$1.06$0.11
2014Detailed filing. Detailed filing data is available for this year.$42.1$36.2$5.87$1.20$1.27$0.07
2013Detailed filing. Detailed filing data is available for this year.$44.3$38.3$5.97$1.30$1.21$0.10
2012Summary only. Only limited summary data is available for this year.$43.8$37.8$5.93$1.55$1.32$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.1$37.4$5.67$1.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$36.8$5.44$1.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Mar 31, 2023
Signed
Jan 19, 2024
Return Version
2023v4.0
Gross Receipts
$407,509
Mission and Program Overview

Mission

Financial services to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$27,916,000--
Other Notes and Loans Receivable, Net$10,378,682--
Investments in Publicly Traded Securities$9,750,951--
Rtn Earn Endowment Incm Other Fnds$7,576,509--
Cash and Non-Interest-Bearing Accounts$2,240,022--
Land, Buildings, and Equipment, Net$24,697--
Prepaid Expenses and Deferred Charges$10,987--
Total Assets$50,936,191$0▼ $50,936,191
Other Assets Total$614,852--
Liabilities
Other Liabilities$43,063,338--
Accounts Payable and Accrued Expenses$253,988--
Escrow Account Liability$42,356--
Total Liabilities$43,359,682$0▼ $43,359,682
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,576,509$0▼ $7,576,509
Total Liabilities and Net Assets / Fund Balance$50,936,191$0▼ $50,936,191
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brenda S MahoneyChairperson
Michael GomesDirector
Peter Mccoy1st Vice CHA
Vivian J Medeiros2nd Vice CHA
Robert ConklinAsst Treasur
Gloria CamaraOperations/l
Lisa SheaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$126,951
Investment Income
$245,902
Other Revenue
$34,656
Change in Net Assets
$183,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,206
Salaries, Compensation, and Employee Benefits$97,614
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$68,763
Interest---$29,732
Occupancy---$21,027
Other Employee Benefits---$17,717
Information Technology---$13,721
All Other Expenses---$7,356
Payroll Taxes---$7,102
Office Expenses---$6,116
Insurance---$5,425
Pension Plan Contributions---$4,032
Other Expenses---$3,395
Fees for Services Legal---$2,450
Depreciation Depletion---$1,712
Advertising---$375
Total Functional Expenses$0$0$0$223,820
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Persons who meet the requirements of the organization's field of membership who hold at least one share of the capital.”

Form 990, Page 6, Part VI, Line 7A

“Each member has a vote at the election of the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“An outside firm prepares the return. The ceo reviews for accurancy.”

Form 990, Page 6, Part VI, Line 15A

“Personnel committee reviews compensation in comparison to the industry (cuna salary survey) and the board approves salaries.”

Form 990, Page 6, Part VI, Line 15B

“Personnel committee reviews compensation in comparison to the industry (cuna salary survey) and the board approves salaries.”

Form 990, Page 6, Part VI, Line 18

“Documents are available upon request. Financial statements are posted in the lobby of the credit union.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request. Financial statements are posted in the lobby of the credit union.”

Filing and Contact Details

Filer

Filer Name
Commonwealth Utilities Employees
EIN
04-6055566
Phone
5087483452
Address
312 WAREHAM ROAD, MARION, MA 02738

Signing Officer

Name
Brenda S Mahoney
Title
Chairperson
Phone
5088246466
Signed
2024-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda S Mahoney
Formed
1926
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
5

Preparer

Firm
Garvey Steele & Bancroft Llp
Address
PO BOX 397, MYSTIC, CT 06355-0397
Preparer
Nanette a Bancroft CPA
Phone
8605361040
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Awarding of scholarships to deserving students”

Form 990, Part XI, Line 9

“Merger dissolution -7,760,198 commonwealth utilities employees federal credit union merged into taunton federal credit union on 4/1/23.”

Raw XML Appendix335 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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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0TAUNTON
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd002780
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0GLORIA CAMARA, AVP OF RETAIL ADMINISTRATION, TAUNTON FEDERAL CREDIT UNION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PAGE 1, PART I, LINE 2E
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AWARDING OF SCHOLARSHIPS TO DESERVING STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERSONS WHO MEET THE REQUIREMENTS OF THE ORGANIZATION'S FIELD OF MEMBERSHIP WHO HOLD AT LEAST ONE SHARE OF THE CAPITAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER HAS A VOTE AT THE ELECTION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN OUTSIDE FIRM PREPARES THE RETURN. THE CEO REVIEWS FOR ACCURANCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PERSONNEL COMMITTEE REVIEWS COMPENSATION IN COMPARISON TO THE INDUSTRY (CUNA SALARY SURVEY) AND THE BOARD APPROVES SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PERSONNEL COMMITTEE REVIEWS COMPENSATION IN COMPARISON TO THE INDUSTRY (CUNA SALARY SURVEY) AND THE BOARD APPROVES SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY OF THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY OF THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MERGER DISSOLUTION -7,760,198 COMMONWEALTH UTILITIES EMPLOYEES FEDERAL CREDIT UNION MERGED INTO TAUNTON FEDERAL CREDIT UNION ON 4/1/23.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt050936191
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt050936191
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0223820
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043359682
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt043359682
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07576509
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceRevenueAmt0126951
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0407509
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0407509
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt050936191
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0312 WAREHAM ROAD
IRS990/USAddress/CityNm0MARION
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002738
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA S MAHONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05088246466
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMONWEALTH UTILITIES EMPLOYEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0046055566
ReturnHeader/Filer/PhoneNum05087483452
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 WAREHAM ROAD
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002738
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472604526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARVEY STEELE & BANCROFT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MYSTIC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063550397
ReturnHeader/PreparerPersonGrp/PhoneNum08605361040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANETTE A BANCROFT CPA
ReturnHeader/ReturnTs02024-01-23T13:57:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRENDA S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAHONEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02023

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