Civic Intelligence

1238 Wecu Credit Union

EIN 23-7191195 • 501(c)14

Profile

The purpose of this credit union shall be to promote thrift and to provide credit for its members.

121 Emmaus Road43040

www.mywecuohio.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2013

Liabilities / Revenue

95th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)14 • <$500k nonprofits • Source year 2013

Net Margin

89th percentile

0.5%

Higher net margin than 89% of similar nonprofits.

501(c)14 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

95th percentile

-100%

Faster asset growth than 95% of similar nonprofits.

501(c)14 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $25,421,128 (-100%) from 2012

Liabilities

Down

$0

Down $23,056,347 (-100%) from 2012

Net Assets

Down

$0

Down $2,364,781 (-100%) from 2012

Operations
Liabilities / Revenue95th percentileNet Margin89th percentile

Revenue

$313,618

No earlier filing loaded for comparison.

Expenses

Down

$311,904

Down $727,883 (-70%) from 2012

Net Income

$1,714

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$30M$20M$10M$0Assets 2010: $23,938,589Liabilities 2010: $21,577,763Net Assets 2010: $2,360,8262010Assets 2011: $25,427,425Liabilities 2011: $23,049,086Net Assets 2011: $2,378,3392011Assets 2012: $25,421,128Liabilities 2012: $23,056,347Net Assets 2012: $2,364,7812012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Expenses 2010: $1,164,3682010Expenses 2011: $1,118,4952011Expenses 2012: $1,039,7872012Revenue 2013: $313,618Expenses 2013: $311,904Net Income 2013: $1,7142013

Highlighted filing

2013

Revenue$313,618
Expenses$311,904
Net Income$1,714
Open 2013 Filing

Filings

Most recent year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$313,618
Expenses
$311,904
Net income
$1,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$0.31$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$23.1$2.36$1.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$23.0$2.38$1.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$21.6$2.36$1.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to May 31, 2013
Signed
Feb 13, 2014
Return Version
2013v3.0
Gross Receipts
$313,618
Mission and Program Overview

Mission

The purpose of this credit union shall be to promote thrift and to provide credit for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,589,786$0▼ $11,589,786
Other Notes and Loans Receivable, Net$10,158,307$0▼ $10,158,307
Rtn Earn Endowment Incm Other Fnds$2,364,781$0▼ $2,364,781
Investments Other Securities$1,468,906$0▼ $1,468,906
Savings and Temporary Cash Investments$947,824$0▼ $947,824
Land, Buildings, and Equipment, Net$428,285$0▼ $428,285
Cash and Non-Interest-Bearing Accounts$361,760$0▼ $361,760
Receivables From Officers Etc$126,466$0▼ $126,466
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Investments Program Related-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$25,421,128$0▼ $25,421,128
Other Assets Total$339,794$0▼ $339,794
Liabilities
Other Liabilities$23,002,908$0▼ $23,002,908
Accounts Payable and Accrued Expenses$53,439$0▼ $53,439
Total Liabilities$23,056,347$0▼ $23,056,347
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,364,781$0▼ $2,364,781
Total Liabilities and Net Assets / Fund Balance$25,421,128$0▼ $25,421,128
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa a AdamsManager/CEOFT$82,200$1,043$83,243

Board Members and Trustees

NameTitle
Carl ConradChairperson
Robert SpainVice Chairperson
Gene PhippsBoard Member
Joanne RauschBoard Member
Kathy JohnsonBoard Member
Connie PridaySecretary
Charles H AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$239,976
Investment Income
$73,642
Other Revenue
$0
Change in Net Assets
$1,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,501
Salaries, Compensation, and Employee Benefits$107,403
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$106,102
Current Officers, Directors, Trustees, and Key Employees---$83,243
Office Expenses---$28,461
Interest---$19,043
Other Salaries and Wages---$12,645
Depreciation Depletion---$10,184
Payroll Taxes---$8,057
Occupancy---$7,623
Advertising---$2,779
Other Expenses---$2,201
Fees for Services Accounting---$2,119
Other Employee Benefits---$2,093
Fees for Services Legal---$1,700
Pension Plan Contributions---$1,365
Travel---$450
Total Functional Expenses$0$0$0$311,904
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$126,466$0▼ $126,466
Receivables from Disqualified Persons-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

“On may 31, 2013, pathways credit union acquired the assets, liabilities, and operations of 1238 wecu credit union.”

Form 990, Part VI, Section A, Line 6

“The organization has members.”

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

“The board of directors is elected by the members.”

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

“Certain transactions and changes to the code of regulations are subject to member approval.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by management prior to filing with the irs.”

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

“Before merger, 1238 wecu credit union had each employee and board member sign a conflict of interest policy. Also, the data processing system was set so that the employee was blocked from making transactions on their own and family members accounts.”

Form 990, Part VI, Section B, Line 15

“Established by treasurer and approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are not made available to the public.”

Filing and Contact Details

Filer

EIN
23-7191195
Phone
9373493811

Signing Officer

Name
Teresa Adams
Title
Manager/CEO
Phone
9373493811
Signed
2014-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teresa Adams
Formed
1972
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Preparer
Gbq Partners LLC
Phone
6142211120
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“On may 31, 2013, pathways credit union acquired the assets, liabilities and operations of 1238 wecu credit union.”

Form 990, Part IX, Line 11G

“Data processing: total expenses 25,197. Shared branching: total expenses 3,139. Member share draft printing: total expenses 1,055. Website service: total expenses 1,420. Armored car service: total expenses 1,422. Corporate one credit union services: total expenses 4,218. Atm/debit card processor: total expenses 69,048. Ira processor: total expenses 603.”

FORM 990, PART XI, LINE 9:

“Net assets transferred to pathways financial credit union 23-7247091 -2,365,584.”

Raw XML Appendix375 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/AddressLine105665 N HAMILTON ROAD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City0COLUMBUS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State0OH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode043230
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: TERESA ADAMS - CEO/MANAGER
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: EMPLOYEE OF PATHWAYS FINANCIAL CREDIT UNION 23-7247091
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ON MAY 31, 2013, PATHWAYS CREDIT UNION ACQUIRED THE ASSETS, LIABILITIES AND OPERATIONS OF 1238 WECU CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON MAY 31, 2013, PATHWAYS CREDIT UNION ACQUIRED THE ASSETS, LIABILITIES, AND OPERATIONS OF 1238 WECU CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CERTAIN TRANSACTIONS AND CHANGES TO THE CODE OF REGULATIONS ARE SUBJECT TO MEMBER APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS REVIEWED BY MANAGEMENT PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BEFORE MERGER, 1238 WECU CREDIT UNION HAD EACH EMPLOYEE AND BOARD MEMBER SIGN A CONFLICT OF INTEREST POLICY. ALSO, THE DATA PROCESSING SYSTEM WAS SET SO THAT THE EMPLOYEE WAS BLOCKED FROM MAKING TRANSACTIONS ON THEIR OWN AND FAMILY MEMBERS ACCOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ESTABLISHED BY TREASURER AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DATA PROCESSING: TOTAL EXPENSES 25,197. SHARED BRANCHING: TOTAL EXPENSES 3,139. MEMBER SHARE DRAFT PRINTING: TOTAL EXPENSES 1,055. WEBSITE SERVICE: TOTAL EXPENSES 1,420. ARMORED CAR SERVICE: TOTAL EXPENSES 1,422. CORPORATE ONE CREDIT UNION SERVICES: TOTAL EXPENSES 4,218. ATM/DEBIT CARD PROCESSOR: TOTAL EXPENSES 69,048. IRA PROCESSOR: TOTAL EXPENSES 603.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NET ASSETS TRANSFERRED TO PATHWAYS FINANCIAL CREDIT UNION 23-7247091 -2,365,584.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt025421128
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt025421128
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0311904
IRS990/TotalGrossUBIAmt0744
IRS990/TotalLiabilitiesBOYAmt023056347
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt023056347
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02364781
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt01043
IRS990/TotalProgramServiceRevenueAmt0239976
IRS990/TotalReportableCompFromOrgAmt082200
IRS990/TotalRevenueGrp/ExclusionAmt073642
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0239232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0313618
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0744
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025421128
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0450
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1021579 WINGET RD
IRS990/USAddress/City0MILFORD CENTER
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode043045
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://WWW.MYWECUOHIO.COM/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09373493811
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine101238 WECU CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt01238
ReturnHeader/Filer/EIN0237191195
ReturnHeader/Filer/PhoneNum09373493811
ReturnHeader/Filer/USAddress/AddressLine10121 EMMAUS ROAD
ReturnHeader/Filer/USAddress/City0MARYSVILLE
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202122306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GBQ PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10230 WEST STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0432152663
ReturnHeader/PreparerPersonGrp/PhoneNum06142211120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GBQ PARTNERS LLC
ReturnHeader/ReturnTs02014-02-14T10:19:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-05-31
ReturnHeader/TaxYr02013

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