Civic Intelligence

Universal 1 Credit Union Inc

990 • Fiscal year 2023 • EIN 31-0387145

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 16, 2024

Organization ProfileWWW.U1CU.ORG

View Organization Page

1 River Park DrDayton, OH 45409-2104

(937) 225-6800

Siviq Scores

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

Liabilities / Assets

50th percentile

0.91x

Higher debt load relative to assets than 50% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

25th percentile

14.33x

Higher debt load relative to revenue than 25% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2023

Net Margin

45th percentile

11%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$401,612

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2023

Asset Growth

3rd percentile

-8.0%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

28%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$417,035,587

Down $36,046,765 (-8.0%) from 2022

Net Assets

Up

$39,378,561

Up $5,969,830 (+18%) from 2022

Liabilities

Down

$377,657,026

Down $42,016,595 (-10%) from 2022

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin45th percentile

Revenue

Up

$26,354,343

Up $5,817,377 (+28%) from 2022

Expenses

Up

$23,575,926

Up $5,210,715 (+28%) from 2022

Net Income

Up

$2,778,417

Up $606,662 (+28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$600M$400M$200M$0Assets 2010: $346,666,681Liabilities 2010: $318,279,313Net Assets 2010: $28,387,3682010Assets 2011: $354,727,734Liabilities 2011: $325,735,018Net Assets 2011: $28,992,7162011Assets 2012: $378,742,030Liabilities 2012: $348,295,505Net Assets 2012: $30,446,5252012Assets 2013: $374,685,551Liabilities 2013: $343,111,406Net Assets 2013: $31,574,1452013Assets 2014: $379,036,533Liabilities 2014: $345,636,390Net Assets 2014: $33,400,1432014Assets 2015: $396,604,422Liabilities 2015: $363,278,782Net Assets 2015: $33,325,6402015Assets 2016: $416,366,411Liabilities 2016: $382,944,427Net Assets 2016: $33,421,9842016Assets 2017: $419,065,752Liabilities 2017: $384,943,202Net Assets 2017: $34,122,5502017Assets 2018: $416,141,862Liabilities 2018: $381,163,824Net Assets 2018: $34,978,0382018Assets 2019: $423,716,424Liabilities 2019: $386,655,327Net Assets 2019: $37,061,0972019Assets 2020: $452,632,301Liabilities 2020: $414,659,659Net Assets 2020: $37,972,6422020Assets 2021: $475,826,892Liabilities 2021: $435,669,787Net Assets 2021: $40,157,1052021Assets 2022: $453,082,352Liabilities 2022: $419,673,621Net Assets 2022: $33,408,7312022Assets 2023: $417,035,587Liabilities 2023: $377,657,026Net Assets 2023: $39,378,5612023Assets 2024: $417,734,447Liabilities 2024: $375,621,879Net Assets 2024: $42,112,5682024

Highlighted filing

2023

Assets$417,035,587
Liabilities$377,657,026
Net Assets$39,378,561
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

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

$30M$20M$10M$0Expenses 2010: $20,002,1552010Expenses 2011: $19,407,6742011Expenses 2012: $19,340,8222012Revenue 2013: $21,036,580Expenses 2013: $20,118,039Net Income 2013: $918,5412013Revenue 2014: $21,865,688Expenses 2014: $19,620,879Net Income 2014: $2,244,8092014Revenue 2015: $20,458,037Expenses 2015: $20,180,338Net Income 2015: $277,6992015Revenue 2016: $19,919,892Expenses 2016: $19,720,875Net Income 2016: $199,0172016Revenue 2017: $20,245,490Expenses 2017: $19,517,603Net Income 2017: $727,8872017Revenue 2018: $21,366,208Expenses 2018: $20,528,883Net Income 2018: $837,3252018Revenue 2019: $21,416,297Expenses 2019: $19,729,060Net Income 2019: $1,687,2372019Revenue 2020: $18,399,361Expenses 2020: $17,554,896Net Income 2020: $844,4652020Revenue 2021: $18,974,323Expenses 2021: $15,002,754Net Income 2021: $3,971,5692021Revenue 2022: $20,536,966Expenses 2022: $18,365,211Net Income 2022: $2,171,7552022Revenue 2023: $26,354,343Expenses 2023: $23,575,926Net Income 2023: $2,778,4172023Revenue 2024: $26,406,938Expenses 2024: $25,948,508Net Income 2024: $458,4302024

Highlighted filing

2023

Revenue$26,354,343
Expenses$23,575,926
Net Income$2,778,417
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 16, 2024
Return Version
2023v5.1
Gross Receipts
$26,379,705
Mission and Program Overview

Mission

To advance the credit union ideal of a member owned, not-for-profit financial cooperative; to provide and promote the use of numerous innovative and high quality financial services featuring competitive benefits and advantages to help members gain personal financial success; and to extend services emphasizing financial education throughout the membership and community.

State-chartered credit union organized to provide members with financial services and products.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$264,264,860$244,260,402▼ $20,004,458
Investments Other Securities$90,998,076$94,313,782▲ $3,315,706
Savings and Temporary Cash Investments$72,604,655$53,853,819▼ $18,750,836
Rtn Earn Endowment Incm Other Fnds$33,408,731$39,378,561▲ $5,969,830
Land, Buildings, and Equipment, Net$7,426,380$6,940,796▼ $485,584
Prepaid Expenses and Deferred Charges$1,934,677$2,667,430▲ $732,753
Cash and Non-Interest-Bearing Accounts$4,350,091$2,422,846▼ $1,927,245
Accounts Receivable$2,424,774$361,988▼ $2,062,786
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$453,082,352$417,035,587▼ $36,046,765
Other Assets Total$9,078,839$12,214,524▲ $3,135,685
Liabilities
Other Liabilities$417,211,715$374,770,135▼ $42,441,580
Accounts Payable and Accrued Expenses$2,017,518$2,471,507▲ $453,989
Escrow Account Liability$444,388$415,384▼ $29,004
Total Liabilities$419,673,621$377,657,026▼ $42,016,595
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,408,731$39,378,561▲ $5,969,830
Total Liabilities and Net Assets / Fund Balance$453,082,352$417,035,587▼ $36,046,765

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,931,304$7,606,795$11,538,099
Equipment$289,120$9,138,338$9,427,458
Land$2,720,372-$2,720,372
Leasehold Improvements$0$317,540$317,540
Other Securities$94,313,782--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica O JonesPresident/CEOFT$331,627$69,985$401,612
Lisa N SchaeferChief Operations OfficerFT$138,109$63,691$201,800
Kathryn M LewisTreasure/CFOFT$140,325$60,926$201,251
Michael L HardwickChief Information OfficerFT$145,691$33,784$179,475
Karen N ShroyerCAOFT$126,008$26,977$152,985
Daniel L GougeVP-digital StrategyFT$90,191$59,932$150,123
Molly L FennellVP-operationsFT$96,376$36,597$132,973
Lawrence J FernandezVP-lendingFT$113,444$13,658$127,102
Ceedra AllenVP-complianceFT$64,851$24,483$89,334
Amber BeardVP-human ResourcesFT$43,138$4,507$47,645
Carol J KuceraExecutive Admin AsstFT$44,705$2,288$46,993
Rodney PinkneyVP-risk ManagementFT$29,557$2,359$31,916

Board Members and Trustees

NameTitle
Thomas J HickeyChairman
Jason a KershnerDirector
Michael P ThonnerieuxDirector
Nancy J StappDirector
Rosemary D DomanskyDirector
Jeffrey W GammellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,363,880
Investment Income
$4,990,463
Other Revenue
$0
Change in Net Assets
$2,778,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,494,850
Salaries, Compensation, and Employee Benefits$6,081,076
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,614,329
Information Technology---$2,958,714
Current Officers, Directors, Trustees, and Key Employees---$1,763,209
Office Expenses---$940,540
Occupancy---$911,700
Other Employee Benefits---$657,364
Depreciation Depletion---$466,411
Payroll Taxes---$372,297
Advertising---$270,336
Other Expenses---$244,914
Fees for Services Management---$238,359
Fees for Services Accounting---$177,502
Fees for Services Legal---$124,330
Fees for Service Investment Mgmnt Fees---$100,654
Insurance---$94,630
Payments to Affiliates---$88,147
Conferences and Meetings---$40,845
Travel---$39,231
Interest---$19
Pension Plan Contributions---$-326,123
Total Functional Expenses$0$0$0$23,575,926
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
Member Shares and Certificates$374,770,135
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 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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Strong financial cooperative extending competitive financial products and services to members all over the world. Individuals are eligible to join the credit union if they live, work, worship, or attend school in one of our many communities that we serve; have a family member who is an established member of the credit union; or work for a company that is affiliated with the credit union.”

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

“Yes - one vote per member of the credit union”

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

“Yes - pursuant to the regulation of the ncua and the ohio division of credit unions”

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

“The treasurer/cfo reviews the form 990 prepared by the accounting firm based on the audited financial statements and the information provided by the credit union. In addition, an electronic copy of the form 990 is submitted to each member of the organization's governing body for review of the return prior to filing.”

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

“Included in the employee handbook, section 4, pages 14-15 state "the employee must never use their position with the organization, or any of its members, or affiliates for private gain, to advance personal interests or to obtain favors or benefits for themselves, members of their families or any other individuals, corporations or business entities. The credit union will adhere to ohio administrative code 1301:9-2-13 requiring the reporting of all transactions, other than reimbursement and employee wages between the credit union and its employees or immediate family thereof or business controlled thereby must be disclosed annually to the superintendent. Employees are required to provide the applicable reportable information to human resources."”

Form 990, Part VI, Section B, Line 15

“The credit union receives the annual salary survey from cuna (credit union national association) and cues (credit union executive society), which it purchases specifically for the purposes of determining compensation.”

Form 990, Part VI, Section C, Line 19

“The current financial statements are posted in the lobby of the main office and all division offices. Governing documents and conflict of interest policy are available upon written request for the same period of time as set forth in the internal revenue code section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Universal 1 Credit Union
EIN
31-0387145
Phone
9372256800
Address
1 RIVER PARK DR, DAYTON, OH 45409-2104

Signing Officer

Name
Kathryn M Lewis Treasurercfo
Title
Treasurer/CFO
Phone
9372256800
Signed
2024-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica O Jones
Formed
1937
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
6
Employees
80
Volunteers
7

Preparer

Firm
Gbq Partners LLC
Address
4030 SMITH ROAD SUITE 400, CINCINNATI, OH 45209
Preparer
Kathy M Moseley
Phone
5138713033
Supplemental Narrative

Additional Explanations

FORM 990, PART IV, LINE 12:

“The organization obtained separate independent audited financial statements for the fiscal year ending 9/30/2023 and will obtain separate independent audited financial statements for the fiscal year ending 9/30/2024.”

FORM 990, PART XII, LINE 2C:

“The organization's process for oversight of the audit of its financial universal 1 credit union inc 31-0387145 statements and the selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“The credit union collects a monthly amount along with principal and interest for first mortgage loans to pay the member's real estate taxes and insurance.”

PART X, LINE 2:

“Income taxes footnote from the september 30, 2023 audited financial statements: as a state chartered credit union, the credit union is exempt from federal, state and local taxes under the provisions of 501(c)(14) of the internal revenue code. The credit union accounts for uncertainty in income taxes in its financial statements as required under financial accounting standards board (fasb) accounting standards codification (acs), accounting for uncertainty in income taxes. The standard prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The standard also provides guidance on de-recognition, classification, interest, and penalties, accounting in interim periods, disclosure and transition accounting. Management determined there were no material uncertain positions taken by the credit union in its tax returns.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1244705
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1364851
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1496376
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15113444
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1643138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1729557
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURE/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF OPERATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP-DIGITAL STRATEGY
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CAO
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE ADMIN ASST
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP-COMPLIANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP-OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP-LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP-HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP-RISK MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-16092
IRS990/GainOrLossGrp/SecuritiesAmt03
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt09267
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06
IRS990/GrossReceiptsAmt026379705
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02958714
IRS990/InsuranceGrp/TotalAmt094630
IRS990/InterestGrp/TotalAmt019
IRS990/InvestmentIncomeGrp/ExclusionAmt05006552
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05006552
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt090998076
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt094313782
IRS990/IRPDocumentCnt07050
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017062673
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07426380
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06940796
IRS990/LandBldgEquipCostOrOtherBssAmt024003469
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt025359
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADVANCE THE CREDIT UNION IDEAL OF A MEMBER OWNED, NOT-FOR-PROFIT FINANCIAL COOPERATIVE: TO PROVIDE AND PROMOTE THE USE OF NUMEROUS INNOVATIVE AND HIGH QUALITY FINANCIAL SERVICES FEATURING COMPETITIVE BENEFITS AND ADVANTAGES TO HELP MEMBERS GAIN PERSONAL FINANCIAL SUCCESS; AND TO EXTEND SERVICES EMPHASIZNG FINANCIAL EDUCATION THROUGHOUT THE MEMBERSHIP AND COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033408731
IRS990/NetAssetsOrFundBalancesEOYAmt039378561
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16089
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16089
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03191413
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0911700
IRS990/OfficeExpensesGrp/TotalAmt0940540
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09078839
IRS990/OtherAssetsTotalGrp/EOYAmt012214524
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0657364
IRS990/OtherExpensesGrp/Desc0PROVISIONS FOR LOAN LOS
IRS990/OtherExpensesGrp/Desc1MEMBER DIVIDEND PAID
IRS990/OtherExpensesGrp/Desc2LOAN EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt06633534
IRS990/OtherExpensesGrp/TotalAmt13213223
IRS990/OtherExpensesGrp/TotalAmt2951761
IRS990/OtherExpensesGrp/TotalAmt3244914
IRS990/OtherLiabilitiesGrp/BOYAmt0417211715
IRS990/OtherLiabilitiesGrp/EOYAmt0374770135
IRS990/OtherSalariesAndWagesGrp/TotalAmt03614329
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0264264860
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0244260402
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt088147
IRS990/PayrollTaxesGrp/TotalAmt0372297
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0-326123
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01934677
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02667430
IRS990/PrincipalOfficerNm0JESSICA O JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522190
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST & FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2INSURANCE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018485365
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12621895
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt290167
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018511198
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12687800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2164882
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt025833
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt165905
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt274715
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDING FINANCIAL SERVICES TO CREDIT UNION MEMBERS: WE PROVIDED 30,601 CHECKING ACCOUNTS; 36,258 SAVINGS ACCOUNTS; 1,038 MONEY MARKET ACCOUNTS; 1,281 RETIREMENT ACCOUNTS; 2,616 CERTIFICATES OF DEPOSIT; AND 3,116 OTHER ACCOUNTS TO MEMBERS IN 2023.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02606068
IRS990/PYOtherExpensesAmt011793242
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017930898
IRS990/PYRevenuesLessExpensesAmt02171755
IRS990/PYSalariesCompEmpBnftPaidAmt06571969
IRS990/PYTotalExpensesAmt018365211
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020536966
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02778417
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt033408731
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039378561
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072604655
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053853819
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03931304
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07606795
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011538099
IRS990ScheduleD/EquipmentGrp/BookValueAmt0289120
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09138338
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09427458
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt02720372
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02720372
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0317540
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0317540
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0374770135
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES AND CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt094313782
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION COLLECTS A MONTHLY AMOUNT ALONG WITH PRINCIPAL AND INTEREST FOR FIRST MORTGAGE LOANS TO PAY THE MEMBER'S REAL ESTATE TAXES AND INSURANCE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME TAXES FOOTNOTE FROM THE SEPTEMBER 30, 2023 AUDITED FINANCIAL STATEMENTS: AS A STATE CHARTERED CREDIT UNION, THE CREDIT UNION IS EXEMPT FROM FEDERAL, STATE AND LOCAL TAXES UNDER THE PROVISIONS OF 501(C)(14) OF THE INTERNAL REVENUE CODE. THE CREDIT UNION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ITS FINANCIAL STATEMENTS AS REQUIRED UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ACS), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION ACCOUNTING. MANAGEMENT DETERMINED THERE WERE NO MATERIAL UNCERTAIN POSITIONS TAKEN BY THE CREDIT UNION IN ITS TAX RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06940796
IRS990ScheduleD/TotalBookValueSecuritiesAmt094313782
IRS990ScheduleD/TotalLiabilityAmt0374770135
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0331627
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1138109
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2140325
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3145691
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4126008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt590191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount040000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount119300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount219300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount319300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount414300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount516300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00

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Filings

Displayed year

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

Open filing
Assets
$417,035,587
Liabilities
$377,657,026
Net assets
$39,378,561
Revenue
$26,354,343
Expenses
$23,575,926
Net income
$2,778,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$418$376$42.1$26.4$25.9$0.46
2023Detailed filing. Detailed filing data is available for this year.$417$378$39.4$26.4$23.6$2.78
2022Detailed filing. Detailed filing data is available for this year.$453$420$33.4$20.5$18.4$2.17
2021Detailed filing. Detailed filing data is available for this year.$476$436$40.2$19.0$15.0$3.97
2020Detailed filing. Detailed filing data is available for this year.$453$415$38.0$18.4$17.6$0.84
2019Detailed filing. Detailed filing data is available for this year.$424$387$37.1$21.4$19.7$1.69
2018Detailed filing. Detailed filing data is available for this year.$416$381$35.0$21.4$20.5$0.84
2017Detailed filing. Detailed filing data is available for this year.$419$385$34.1$20.2$19.5$0.73
2016Detailed filing. Detailed filing data is available for this year.$416$383$33.4$19.9$19.7$0.20
2015Detailed filing. Detailed filing data is available for this year.$397$363$33.3$20.5$20.2$0.28
2014Detailed filing. Detailed filing data is available for this year.$379$346$33.4$21.9$19.6$2.24
2013Detailed filing. Detailed filing data is available for this year.$375$343$31.6$21.0$20.1$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$379$348$30.4$19.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$355$326$29.0$19.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$347$318$28.4$20.0