Civic Intelligence

Utilities Employees Credit Union

990 • Fiscal year 2019 • EIN 23-1278971

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

Organization ProfileWWW.UECU.ORG

View Organization Page

PO Box 14864Reading, PA 19612

(610) 927-4000

Siviq Scores

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

Liabilities / Assets

8th percentile

0.85x

Higher debt load relative to assets than 8% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

26.70x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Net Margin

62nd percentile

19%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$932,282

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Asset Growth

36th percentile

6.1%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

6.8%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$1,240,523,769

Up $71,667,545 (+6.1%) from 2018

Net Assets

Up

$184,937,821

Up $22,989,068 (+14%) from 2018

Liabilities

Up

$1,055,585,948

Up $48,678,477 (+4.8%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin62nd percentile

Revenue

Up

$39,533,831

Up $2,524,066 (+6.8%) from 2018

Expenses

Up

$32,058,288

Up $5,205,046 (+19%) from 2018

Net Income

Down

$7,475,543

Down $2,680,980 (-26%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.5B$1.0B$500M$0Assets 2010: $924,959,664Liabilities 2010: $792,601,579Net Assets 2010: $132,358,0852010Assets 2011: $989,281,391Liabilities 2011: $854,375,019Net Assets 2011: $134,906,3722011Assets 2012: $1,056,117,737Liabilities 2012: $907,107,904Net Assets 2012: $149,009,8332012Assets 2013: $1,076,760,503Liabilities 2013: $936,124,306Net Assets 2013: $140,636,1972013Assets 2014: $1,101,363,115Liabilities 2014: $950,037,812Net Assets 2014: $151,325,3032014Assets 2015: $1,118,719,456Liabilities 2015: $966,933,358Net Assets 2015: $151,786,0982015Assets 2016: $1,153,171,005Liabilities 2016: $999,214,035Net Assets 2016: $153,956,9702016Assets 2017: $1,179,762,569Liabilities 2017: $1,020,035,301Net Assets 2017: $159,727,2682017Assets 2018: $1,168,856,224Liabilities 2018: $1,006,907,471Net Assets 2018: $161,948,7532018Assets 2019: $1,240,523,769Liabilities 2019: $1,055,585,948Net Assets 2019: $184,937,8212019Assets 2020: $1,373,633,084Liabilities 2020: $1,168,463,543Net Assets 2020: $205,169,5412020Assets 2021: $1,413,911,583Liabilities 2021: $1,215,782,896Net Assets 2021: $198,128,6872021Assets 2022: $1,302,494,808Liabilities 2022: $1,183,288,386Net Assets 2022: $119,206,4222022Assets 2023: $1,290,454,642Liabilities 2023: $1,156,209,598Net Assets 2023: $134,245,0442023Assets 2024: $1,299,877,511Liabilities 2024: $1,165,316,733Net Assets 2024: $134,560,7782024

Highlighted filing

2019

Assets$1,240,523,769
Liabilities$1,055,585,948
Net Assets$184,937,821
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$60M$40M$20M$0Expenses 2010: $30,441,3152010Expenses 2011: $30,530,5542011Expenses 2012: $25,873,0922012Revenue 2013: $30,576,235Expenses 2013: $23,205,563Net Income 2013: $7,370,6722013Revenue 2014: $31,730,170Expenses 2014: $23,052,117Net Income 2014: $8,678,0532014Revenue 2015: $29,591,424Expenses 2015: $23,080,217Net Income 2015: $6,511,2072015Revenue 2016: $30,198,562Expenses 2016: $23,700,614Net Income 2016: $6,497,9482016Revenue 2017: $32,341,015Expenses 2017: $25,077,556Net Income 2017: $7,263,4592017Revenue 2018: $37,009,765Expenses 2018: $26,853,242Net Income 2018: $10,156,5232018Revenue 2019: $39,533,831Expenses 2019: $32,058,288Net Income 2019: $7,475,5432019Revenue 2020: $36,229,490Expenses 2020: $29,690,904Net Income 2020: $6,538,5862020Revenue 2021: $35,402,889Expenses 2021: $24,069,079Net Income 2021: $11,333,8102021Revenue 2022: $39,066,819Expenses 2022: $28,508,432Net Income 2022: $10,558,3872022Revenue 2023: $48,344,957Expenses 2023: $45,615,561Net Income 2023: $2,729,3962023Revenue 2024: $55,910,699Expenses 2024: $55,840,337Net Income 2024: $70,3622024

Highlighted filing

2019

Revenue$39,533,831
Expenses$32,058,288
Net Income$7,475,543
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.1
Gross Receipts
$43,766,193
Mission and Program Overview

Mission

Uecu is a not-for-profit cooperative financial institution, owned by its members, operated for the purpose of promoting thrift, providing credit at reasonable rates and providing other financial services to our members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$776,163,667$832,188,689▲ $56,025,022
Other Notes and Loans Receivable, Net$334,451,279$338,171,239▲ $3,719,960
Rtn Earn Endowment Incm Other Fnds$161,948,753$184,937,821▲ $22,989,068
Savings and Temporary Cash Investments$25,737,386$37,806,995▲ $12,069,609
Land, Buildings, and Equipment, Net$10,318,878$10,044,324▼ $274,554
Accounts Receivable$849,090$1,992,728▲ $1,143,638
Investments Other Securities$939,794$870,500▼ $69,294
Prepaid Expenses and Deferred Charges$691,668$625,830▼ $65,838
Intangible Assets$450,899$400,799▼ $50,100
Cash and Non-Interest-Bearing Accounts$70,643$126,275▲ $55,632
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,168,856,224$1,240,523,769▲ $71,667,545
Other Assets Total$19,182,920$18,296,390▼ $886,530
Liabilities
Other Liabilities$1,001,136,603$1,050,174,744▲ $49,038,141
Accounts Payable and Accrued Expenses$5,770,868$5,411,204▼ $359,664
Total Liabilities$1,006,907,471$1,055,585,948▲ $48,678,477
Net Assets / Fund Balance
Total Net Assets Fund Balance$161,948,753$184,937,821▲ $22,989,068
Total Liabilities and Net Assets / Fund Balance$1,168,856,224$1,240,523,769▲ $71,667,545

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,424,057$2,897,123$9,321,180
Equipment$458,317$2,928,868$3,387,185
Land$3,161,950-$3,161,950
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bret H KrevolinPresident/CEOFT$372,452$559,830$932,282
Michael MaloneVP LendingFT$168,094$103,564$271,658
Robert HallInvestment OfficerFT$171,839$75,281$247,120
Patricia ZymaFormer President/CEO-$130,000$244,660$244,660
Terrance LarkinVP Member ExperienceFT$169,295$62,219$231,514
Phillip N GeigerVP/CFOFT$180,966$48,492$229,458
Kenneth C HeydtFinance Manager/controllerFT$126,412$82,652$209,064
Kenneth StavarskiInternal Audit Manager/compliance OfficerFT$131,833$70,948$202,781
Kenneth StavarskiInternal Audit Manager/compliance of-$118,295$84,486$202,781
Mary Ellen ClarkDeposit/card Svc/project MgrFT$121,515$76,355$197,870
Andrew D SingerlingIt ManagerFT$120,954$58,952$179,906
Jennifer R EwingVP Compliance/general CounselFT$134,113$34,737$168,850
David BogartSr It Business AnalystFT$111,444$56,043$167,487
R Scott NeaveVP It & OperationsFT$146,789$17,122$163,911
John AcanforaFormer VP It-$131,038$131,038$131,038

Board Members and Trustees

NameTitle
Alan R MetzlerChairperson
Amy J FleischmanVice Chairperson
Andrew KoehlerDirector
Daniel M FurlongDirector
Joe DeaneDirector
Richard R BensonDirector
THOMAS O'BRIENDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Veris Benefits ConsortiumSelf-insured Medical BenefitsPO BOX 5406, Lancaster, PA 17606$788,471
GiftcertificatescomVantage Points Rewards Program11510 BLONDO STREET, Omaha, NE 68164$533,055
Worldpay LLCCredit/debit Card Processing8500 GOVERNORS HILL DR, Symmes Twp, OH 45249$345,314
IdscomStatement Processing747 E WHITCOMB AVENUE, Madison Heights, MI 48071$281,809
Dept Of Banking And SecuritiesRegulatory OversightPO BOX 2833, Harrisburg, PA 17101$243,465
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,219,414
Investment Income
$19,162,835
Other Revenue
$151,582
Change in Net Assets
$7,475,543

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,533,831
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,287,585
Total Revenue per Audited Statements
$40,821,416
Total Revenue per Form 990
$39,533,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,616,771
Salaries, Compensation, and Employee Benefits$9,441,517
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$15,759,980
Other Salaries and Wages---$5,992,829
Current Officers, Directors, Trustees, and Key Employees---$1,866,031
Advertising---$1,430,122
Information Technology---$793,490
Other Employee Benefits---$782,619
Payroll Taxes---$551,430
Other Expenses---$533,623
Depreciation Depletion---$496,062
Office Expenses---$474,701
Occupancy---$317,702
Pension Plan Contributions---$248,608
All Other Expenses---$243,465
Fees for Services Other---$202,172
Fees for Services Management---$189,279
Insurance---$90,540
Fees for Services Accounting---$64,725
Fees for Services Legal---$12,941
Conferences and Meetings---$7,825
Travel---$6,781
Total Functional Expenses$0$0$0$32,058,288

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,058,288
Total Expenses per Audited Statements$32,058,288
Total Expenses per Form 990$32,058,288
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
Money Market Savings$589,948,992
Certificates of Deposit$195,413,069
Regular Shares$166,885,226
Share Draft$49,906,592
IRS Shares$48,020,865
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The credit union utilizes an outsourced employee from alpine cyber solutions, llc to act as our chief information security officer to oversee strategy and operations related to the protection of information assets of the credit union. This individual is also responsible for updating and implementing appropriate policies and procedures and the security of applications and infrastructure. The credit union has an investment advisory agreement with elite capital management group, llc which provides them with discretionary approval to manage and invest funds for the utilities employees credit union's employee benefit pre-funding investment account. As of december 31, 2019, the value of investments managed by elite capital management group, llc was approximately $28 million.”

Form 990, Part VI, Section A, Line 6

“Uecu is a not-for-profit cooperative financial institution, owned by its members, operated for the purpose of promoting thrift, providing credit at reasonable rates, and providing other financial services to its members”

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

“The members own the organization and elect all members of the governing body”

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

“There is no specific class for any member. Each member has equal voting rights when making decisions. Decisions that require approval include amendment of bylaws and election of officials (board of directors).”

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

“Form 990 is prepared by an independent public accountant. The form 990 was reviewed by the controller, cfo, and ceo. In addition, the administrative committee of the board of directors reviews the form prior to filing.”

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

“Business ethics policy provided and reviewed with new employees and volunteers (board of directors and supervisory committee). On an annual basis, each employee and volunteer must file a statement acknowledging receipt of the most recent policy and compliance with the policy. The affimation is maintained by the credit union's in-house legal counsel. The president/ceo has authority to resolve questions dealing with conflicts of interest. Suspected conflicts may also be reported to the credit union's supervisory committee.”

Form 990, Part VI, Section B, Line 15

“The administrative committee of the board of directors annually reviews and approves the ceo's salary and incentive compensation program/payment. The committee also assists the ceo in evaluating the market and establishing compensation packages for the executive management team. The committee employs the services of an independent compensation consultant in fulfilling its responsibilities. The consultant provides an annual executive compensation update that allows the committee to monitor trends in the credit union industry to ensure the ceo and executive team compensation remain in an appropriate relationship to the market, in accordance with the credit union's compensation philosophy.”

Form 990, Part VI, Section C, Line 19

“The credit union's annual report is published on the organization's website. Copies of the audited financial statements are also made available to members, upon request. Additionally, the quarterly call report is available for public viewing on ncua.gov. The credit union's governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Utilities Employees Credit Union
EIN
23-1278971
Phone
6109274000
Address
PO BOX 14864, READING, PA 19612

Signing Officer

Name
Phillip Geiger
Title
VP/CFO
Phone
6109274000
Signed
2020-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bret Krevolin
Formed
1934
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
7
Employees
111
Volunteers
10

Preparer

Firm
Rkl Llp
Address
1330 BROADCASTING ROAD PO BOX 7008, WYOMISSING, PA 19610-6008
Preparer
James W Pruzinsky CPA
Phone
6103761595
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in defined benefit pension plan -228,749. Net change in post-retirement healthcare plan 90,643. Reclassification adjustment for net investment gains included in net income 41,260.”

Form 990, Part XII, Line 2C

“There were no changes in the process of the committee that assumes responsibility of the oversight of the audit and selection of the independent auditor.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Changes in market value of equity securities and mutual funds”

PART X, LINE 2:

“The credit union is exempt from most federal, state, and local taxes under the provisions of the internal revenue code and state tax laws. The income taxes topic of the fasb asc clarifies accounting for uncertainty in income taxes reported in the consolidated financial statements. The interpretation provides criteria for assessment of individual tax positions and a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability on examination by tax priorities.”

PART X, LINE 2:

“The credit union is a state-chartered credit union as defined in internal revenue cod (irc) section 501(c)(14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities directly related to its exempt purposes. However, irc section 511 imposes a tax on the unrelated business income (ubi) derived by state-chartered credit unions. Beginning in march 2008, the internal revenue service (irs) released technical advice memorandums (tams) to specific state-chartered credit unions specifying the revenue sources subject to unrelated business income tax (ubit). Ubi may also be subject to tax in certain states.”

PART X, LINE 2:

“Management has assessed the credit union's activities and any potential federal or state income tax liability and determined that the credit union has no uncertain tax positions that qualify for either recognition of disclosure in the consolidated financial statements. Additionally, no interest and penalties have been recorded in the accompanying consolidated financial statements related to uncertain tax positions. Currently, the 2018, 2017, 2016 federal income tax returns are open for examination by the irs. The filing years open for examination by the state, if applicable, may be equal to, greater than or less than the years open for examination by the irs.”

PART X, LINE 2:

“The credit union's wholly-owned subsidiary is organized as a limited liability company. As such, the subsidiary's taxable income or loss is passed through to the credit union. During the years ended december 31, 2019 and 2018, the credit union did not recognize any unrelated business income tax liabilities or benefits.”

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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/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10VP MEMBER EXPERIENCE
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IRS990/Form990PartVIISectionAGrp/TitleTxt14SR IT BUSINESS ANALYST
IRS990/Form990PartVIISectionAGrp/TitleTxt15DEPOSIT/CARD SVC/PROJECT MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt16FINANCE MANAGER/CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt17IT MANAGER
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IRS990/Form990PartVIISectionAGrp/TitleTxt19FORMER PRESIDENT/CEO
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IRS990/ScheduleBRequiredInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,240,523,769
Liabilities
$1,055,585,948
Net assets
$184,937,821
Revenue
$39,533,831
Expenses
$32,058,288
Net income
$7,475,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,300$1,165$135$55.9$55.8$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,290$1,156$134$48.3$45.6$2.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,302$1,183$119$39.1$28.5$10.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,414$1,216$198$35.4$24.1$11.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,374$1,168$205$36.2$29.7$6.54
2019Detailed filing. Detailed filing data is available for this year.$1,241$1,056$185$39.5$32.1$7.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,169$1,007$162$37.0$26.9$10.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,180$1,020$160$32.3$25.1$7.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,153$999$154$30.2$23.7$6.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,119$967$152$29.6$23.1$6.51
2014Detailed filing. Detailed filing data is available for this year.$1,101$950$151$31.7$23.1$8.68
2013Detailed filing. Detailed filing data is available for this year.$1,077$936$141$30.6$23.2$7.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,056$907$149$25.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$989$854$135$30.5
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$925$793$132$30.4
Peer Organizations

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