Civic Intelligence

American Federation of State County & Municipal Employees

990 • Fiscal year 2014 • EIN 23-1320654

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 02, 2015

Organization ProfileWWW.DIAMONDCU.ORG

View Organization Page

1600 Medical DrivePottstown, PA 19464

(800) 593-1000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.89x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

13.93x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2014

Net Margin

41st percentile

13%

Higher net margin than 41% of similar nonprofits.

2014 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

86th percentile

$679,731

Higher top officer pay than 86% of similar nonprofits.

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

2014 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2014

Asset Growth

80th percentile

8.5%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

1.2%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$450,432,908

Up $35,438,511 (+8.5%) from 2013

Net Assets

Up

$50,777,929

Up $3,679,333 (+7.8%) from 2013

Liabilities

Up

$399,654,979

Up $31,759,178 (+8.6%) from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin41st percentile

Revenue

Up

$28,693,190

Up $347,645 (+1.2%) from 2013

Expenses

Up

$25,014,144

Up $1,691,079 (+7.3%) from 2013

Net Income

Down

$3,679,046

Down $1,343,434 (-27%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.5B$1.0B$500M$0Assets 2010: $358,158,403Liabilities 2010: $322,870,687Net Assets 2010: $35,287,7162010Assets 2011: $379,348,936Liabilities 2011: $340,736,683Net Assets 2011: $38,612,2532011Assets 2012: $385,174,073Liabilities 2012: $343,097,957Net Assets 2012: $42,076,1162012Assets 2013: $414,994,397Liabilities 2013: $367,895,801Net Assets 2013: $47,098,5962013Assets 2014: $450,432,908Liabilities 2014: $399,654,979Net Assets 2014: $50,777,9292014Assets 2015: $491,959,997Liabilities 2015: $438,360,862Net Assets 2015: $53,599,1352015Assets 2016: $549,472,588Liabilities 2016: $492,551,556Net Assets 2016: $56,921,0322016Assets 2017: $575,971,424Liabilities 2017: $515,370,703Net Assets 2017: $60,600,7212017Assets 2018: $619,423,779Liabilities 2018: $554,328,733Net Assets 2018: $65,095,0462018Assets 2019: $678,645,440Liabilities 2019: $608,579,925Net Assets 2019: $70,065,5152019Assets 2020: $806,835,238Liabilities 2020: $731,986,899Net Assets 2020: $74,848,3392020Assets 2021: $922,377,479Liabilities 2021: $842,366,329Net Assets 2021: $80,011,1502021Assets 2022: $950,632,179Liabilities 2022: $871,294,353Net Assets 2022: $79,337,8262022Assets 2023: $974,020,333Liabilities 2023: $881,023,889Net Assets 2023: $92,996,4442023Assets 2024: $1,058,174,168Liabilities 2024: $952,727,326Net Assets 2024: $105,446,8422024

Highlighted filing

2014

Assets$450,432,908
Liabilities$399,654,979
Net Assets$50,777,929
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

$80M$60M$40M$20M$0Revenue 2010: $28,218,597Expenses 2010: $25,196,664Net Income 2010: $3,021,9332010Revenue 2011: $27,557,347Expenses 2011: $24,280,005Net Income 2011: $3,277,3422011Revenue 2012: $27,880,722Expenses 2012: $24,328,907Net Income 2012: $3,551,8152012Revenue 2013: $28,345,545Expenses 2013: $23,323,065Net Income 2013: $5,022,4802013Revenue 2014: $28,693,190Expenses 2014: $25,014,144Net Income 2014: $3,679,0462014Revenue 2015: $30,512,834Expenses 2015: $27,690,356Net Income 2015: $2,822,4782015Revenue 2016: $31,444,891Expenses 2016: $28,113,586Net Income 2016: $3,331,3052016Revenue 2017: $33,915,043Expenses 2017: $30,009,386Net Income 2017: $3,905,6572017Revenue 2018: $37,445,859Expenses 2018: $32,918,099Net Income 2018: $4,527,7602018Revenue 2019: $41,697,520Expenses 2019: $37,425,389Net Income 2019: $4,272,1312019Revenue 2020: $39,376,306Expenses 2020: $36,481,135Net Income 2020: $2,895,1712020Revenue 2021: $42,054,203Expenses 2021: $35,180,178Net Income 2021: $6,874,0252021Revenue 2022: $46,587,819Expenses 2022: $41,003,562Net Income 2022: $5,584,2572022Revenue 2023: $57,604,066Expenses 2023: $49,767,908Net Income 2023: $7,836,1582023Revenue 2024: $67,968,143Expenses 2024: $61,046,829Net Income 2024: $6,921,3142024

Highlighted filing

2014

Revenue$28,693,190
Expenses$25,014,144
Net Income$3,679,046
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 2, 2015
Return Version
2014v5.0
Gross Receipts
$29,168,386
Mission and Program Overview

Mission

The purpose of this credit union is to promote thrift among its members by affording them an opportunity to accumulate their savings, and to create for them a source of credit for provident or productive purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$360,160,110$393,851,788▲ $33,691,678
Rtn Earn Endowment Incm Other Fnds$47,098,596$50,777,929▲ $3,679,333
Land, Buildings, and Equipment, Net$11,326,762$14,063,711▲ $2,736,949
Savings and Temporary Cash Investments$12,204,645$5,440,028▼ $6,764,617
Cash and Non-Interest-Bearing Accounts$3,815,649$4,798,701▲ $983,052
Prepaid Expenses and Deferred Charges$3,062,883$4,278,498▲ $1,215,615
Investments Other Securities$733,500$3,425,101▲ $2,691,601
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$414,994,397$450,432,908▲ $35,438,511
Other Assets Total$23,690,848$24,575,081▲ $884,233
Liabilities
Other Liabilities$354,084,220$386,324,604▲ $32,240,384
Accounts Payable and Accrued Expenses$9,811,581$11,330,375▲ $1,518,794
Mortgage Notes Payable Secured by Investment Property$4,000,000$2,000,000▼ $2,000,000
Total Liabilities$367,895,801$399,654,979▲ $31,759,178
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,098,596$50,777,929▲ $3,679,333
Total Liabilities and Net Assets / Fund Balance$414,994,397$450,432,908▲ $35,438,511

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,069,509$1,714,307$9,783,816
Equipment$2,788,069$6,430,000$9,218,069
Land$3,206,133-$3,206,133
Other Assets Org$20,054,816--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John FaustPresident/CEOFT$392,113$287,618$679,731
Anita RohrbackExec VP/COOFT$247,861$192,576$440,437
Lori LevengoodSr VP/CLOFT$168,754$135,020$303,774
Todd RothenbergerSr VP/chief Marketing & ReFT$154,854$116,706$271,560
Barbara MitchellCFOFT$118,529$82,050$200,579
James Daly IiiCIOFT$109,096$75,476$184,572
Paul SchwabDebt Counseling ManagerFT$77,289$80,870$158,159

Board Members and Trustees

NameTitle
Patrick M AustinChairman
Eugene F Carter JrVice Chairman
Clark D CaugheyBoard Member
David L LekitesBoard Member
Robert C OrlandoBoard Member
Robert TomascikBoard Member
Sandi M ChieffoBoard Member
Marcia J LevengoodSecretary
Gary W YostTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,721,621
Investment Income
$55,545
Other Revenue
$3,916,024
Change in Net Assets
$3,679,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,583,937
Salaries, Compensation, and Employee Benefits$10,430,207
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,584,579
Fees for Services Other---$2,246,000
Other Employee Benefits---$1,403,264
Current Officers, Directors, Trustees, and Key Employees---$1,120,168
Depreciation Depletion---$853,876
Office Expenses---$835,815
Pension Plan Contributions---$762,427
Occupancy---$760,559
Advertising---$749,813
Other Expenses---$655,050
Payroll Taxes---$559,769
Insurance---$154,898
All Other Expenses---$133,823
Travel---$79,302
Fees for Services Accounting---$66,898
Fees for Services Legal---$12,349
Total Functional Expenses$0$0$0$25,014,144
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
MEMBERS' SHARES & SAVINGS ACCOUNTS$386,324,604
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“A member is anyone who lives, works, worships, regularly conducts business, or attends school in berks county and the tri-county region. A member is required to purchase and maintain the minimum required share(s) (membership share $5.00).”

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

“All members in good standing who are at least 16 years of age receive one vote.”

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

“Decisions requiring approval of members, as described in part vi, section a, line 7a, are as follows: members of the governing body charter or name change merger”

Form 990, Part VI, Section B, Line 11

“The accounting manager and director of human resources review form 990 to ensure information provided has been properly reported. Additionally, the cfo and also the executive vice president review form 990 to ensure proper reporting.”

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

“Diamond credit union annually distributes, discusses, and receives back signed acknowledgements of bank bribery act policies.”

Form 990, Part VI, Section B, Line 15

“The personnel committee, which consists of a sub-set of board members, obtains the expertise of an independent compensation consultant and also industry compensation surveys and studies to establish the compensation which is then presented to the board for final approval.”

Form 990, Part VI, Section C, Line 18

“The organization's form 990 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Diamond Credit Union
EIN
23-1320654
Phone
8005931000
Address
1600 MEDICAL DRIVE, POTTSTOWN, PA 19464

Signing Officer

Name
Anita Rohrback
Title
Exec VP
Phone
8005931000
Signed
2015-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John M Faust
Formed
1947
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
153
Volunteers
9

Preparer

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

Additional Explanations

Form 990, Part V, Line 1C

“The organization did not have any instances where backup withholding was required; however, if the situation would arise, the organization is aware of the reporting requirements and would handle that accordingly.”

Form 990, Part XII, Line 2C

“The oversight process of the audit of the financial statements and selection of an independent accountant has not changed from prior years.”

Form 990, Part IV, Line 12

“The organization received an audited financial statement for the fiscal year ended june 30, 2014. The organization's form 990 is prepared for the calendar year ending december 31, 2014. The reconciliations of revenue and expenses per audited financial statements with revenue and expenses per return were not completed due to the difference in reporting years.”

Financial Statement Notes

PART IV, LINE 1B:

“The credit union provides credit counseling services to its members, however they do not act as an intermediary on behalf of its members”

Raw XML AppendixShowing 400 of 558 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/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXEC VP/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt11SR VP/CLO
IRS990/Form990PartVIISectionAGrp/TitleTxt12SR VP/CHIEF MARKETING & RE
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14DEBT COUNSELING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CIO
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IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0458252
IRS990/GrossReceiptsAmt029168386
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0154898
IRS990/InvestmentIncomeGrp/ExclusionAmt072489
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072489
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0733500
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03425101
IRS990/IRPDocumentCnt010199
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt011326762
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014063711
IRS990/LandBldgEquipCostOrOtherBssAmt022208018
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0475196
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THIS CREDIT UNION IS TO PROMOTE THRIFT AMONG ITS MEMBERS BY AFFORDING THEM AN OPPORTUNITY TO ACCUMULATE THEIR SAVINGS, AND TO CREATE FOR THEM A SOURCE OF CREDIT FOR PROVIDENT OR PRODUCTIVE PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04000000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02000000
IRS990/NetAssetsOrFundBalancesBOYAmt047098596
IRS990/NetAssetsOrFundBalancesEOYAmt050777929
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16944
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16944
IRS990/NetUnrelatedBusTxblIncmAmt0-4600
IRS990/NetUnrlzdGainsLossesInvstAmt0287
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0760559
IRS990/OfficeExpensesGrp/TotalAmt0835815
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023690848
IRS990/OtherAssetsTotalGrp/EOYAmt024575081
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01403264
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING
IRS990/OtherExpensesGrp/Desc1DIVIDENDS ON MEMBER DEP
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3OFFICE OPERATIONS
IRS990/OtherExpensesGrp/TotalAmt03044936
IRS990/OtherExpensesGrp/TotalAmt12889618
IRS990/OtherExpensesGrp/TotalAmt22101000
IRS990/OtherExpensesGrp/TotalAmt3655050
IRS990/OtherLiabilitiesGrp/BOYAmt0354084220
IRS990/OtherLiabilitiesGrp/EOYAmt0386324604
IRS990/OtherRevenueMiscGrp/BusinessCd0524298
IRS990/OtherRevenueMiscGrp/BusinessCd1523000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1FINANCIAL ADVISORY SERVICES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03698780
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1199500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03716524
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1199500
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt017744
IRS990/OtherRevenueTotalAmt03916024
IRS990/OtherSalariesAndWagesGrp/TotalAmt06584579
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0360160110
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0393851788
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0559769
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0762427
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03062883
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04278498
IRS990/PrincipalOfficerNm0JOHN M FAUST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019527900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15193721
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019527900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15193721
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0101340
IRS990/PYOtherExpensesAmt013900410
IRS990/PYOtherRevenueAmt03901648
IRS990/PYProgramServiceRevenueAmt024342557
IRS990/PYRevenuesLessExpensesAmt05022480
IRS990/PYSalariesCompEmpBnftPaidAmt09422655
IRS990/PYTotalExpensesAmt023323065
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028345545
IRS990/ReconcilationRevenueExpnssAmt03679046
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt047098596
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt050777929
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012204645
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05440028
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08069509
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01714307
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09783816
IRS990ScheduleD/EquipmentGrp/BookValueAmt02788069
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06430000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09218069
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt03206133
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03206133
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0664108
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13684664
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2171493
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt320054816
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST ON LOANS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NCUSIF CAPITALIZATION DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2NET INVESTMENT IN CUSO
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0386324604
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARES & SAVINGS ACCOUNTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION PROVIDES CREDIT COUNSELING SERVICES TO ITS MEMBERS, HOWEVER THEY DO NOT ACT AS AN INTERMEDIARY ON BEHALF OF ITS MEMBERS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014063711
IRS990ScheduleD/TotalBookValueOtherAssetsAmt024575081
IRS990ScheduleD/TotalLiabilityAmt0386324604
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0392113
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1247861
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2168754
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3154854
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4118529
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt577289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt6109096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0202440
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount1115385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount271064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount364974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount432497
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount545970
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount629648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt056709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt156500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt239455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt336146
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt425648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt520275
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt623512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$450,432,908
Liabilities
$399,654,979
Net assets
$50,777,929
Revenue
$28,693,190
Expenses
$25,014,144
Net income
$3,679,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,058$953$105$68.0$61.0$6.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$974$881$93.0$57.6$49.8$7.84
2022Detailed filing. Detailed filing data is available for this year.$951$871$79.3$46.6$41.0$5.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$922$842$80.0$42.1$35.2$6.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$807$732$74.8$39.4$36.5$2.90
2019Detailed filing. Detailed filing data is available for this year.$679$609$70.1$41.7$37.4$4.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$619$554$65.1$37.4$32.9$4.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$576$515$60.6$33.9$30.0$3.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$549$493$56.9$31.4$28.1$3.33
2015Detailed filing. Detailed filing data is available for this year.$492$438$53.6$30.5$27.7$2.82
2014Detailed filing. Detailed filing data is available for this year.$450$400$50.8$28.7$25.0$3.68
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$415$368$47.1$28.3$23.3$5.02
2012Summary only. Only limited summary data is available for this year.$385$343$42.1$27.9$24.3$3.55
2011Summary only. Only limited summary data is available for this year.$379$341$38.6$27.6$24.3$3.28
2010Summary only. Only limited summary data is available for this year.$358$323$35.3$28.2$25.2$3.02
Peer Organizations

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