Civic Intelligence

Chaco Credit Union Inc

990 • Fiscal year 2012 • EIN 31-0935997

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 28, 2013

Organization Profilewww.chacocu.org

View Organization Page

100 S Third Street45011
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.92x

Higher debt load relative to assets than 82% of similar nonprofits.

2012 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

2012 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$170,049,386

Up $10,546,447 (+6.6%) from 2011

Net Assets

Up

$13,888,372

Up $321,483 (+2.4%) from 2011

Liabilities

Up

$156,161,014

Up $10,224,964 (+7.0%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,527,476

Down $910,694 (-8.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$200M$150M$100M$50M$0Assets 2010: $149,363,311Liabilities 2010: $135,855,955Net Assets 2010: $13,507,3562010Assets 2011: $159,502,939Liabilities 2011: $145,936,050Net Assets 2011: $13,566,8892011Assets 2012: $170,049,386Liabilities 2012: $156,161,014Net Assets 2012: $13,888,3722012Assets 2013: $172,613,626Liabilities 2013: $158,756,217Net Assets 2013: $13,857,4092013Assets 2014: $173,923,091Liabilities 2014: $159,704,572Net Assets 2014: $14,218,5192014Assets 2015: $178,647,110Liabilities 2015: $164,024,914Net Assets 2015: $14,622,1962015

Highlighted filing

2012

Assets$170,049,386
Liabilities$156,161,014
Net Assets$13,888,372
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Expenses 2010: $11,092,3522010Expenses 2011: $10,438,1702011Expenses 2012: $9,527,4762012Revenue 2013: $9,201,960Expenses 2013: $9,027,031Net Income 2013: $174,9292013Revenue 2014: $9,301,583Expenses 2014: $9,082,511Net Income 2014: $219,0722014Revenue 2015: $9,480,607Expenses 2015: $9,111,738Net Income 2015: $368,8692015

Highlighted filing

2012

Revenue-
Expenses$9,527,476
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 28, 2013
Return Version
2012v2.0
Gross Receipts
$9,848,959
Mission and Program Overview

Mission

To efficiently provide personal financial services of a superior quality to the members/owners of this credit union - always considering their financial well being.

Major Activities

Activity 2
Provide 10,706 Mortgaqe, Vehicle, Real Estate, Business, Credit Card and Home Equity Loans.
Activity 3
Offer ATM, Debit Cards, Courtesy Pay, Wire Transfers, Travelers Checks, Money Orders, Home Banking, Safe Deposit Boxes, Insurance programs and Financial Planning to all eligible members.
Filing and Contact Details

Filer

EIN
31-0935997
Raw XML AppendixShowing 400 of 512 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0522277
IRS990/AccountsPayableAccruedExpenses/EOY0621870
IRS990/AccountsReceivable/BOY01293550
IRS990/AccountsReceivable/EOY01098744
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0Provide 10,706 Mortgaqe, Vehicle, Real Estate, Business, Credit Card and Home Equity Loans.
IRS990/Activity2/Expense00
IRS990/Activity2/Grants00
IRS990/Activity2/Revenue00
IRS990/Activity3/Description0Offer ATM, Debit Cards, Courtesy Pay, Wire Transfers, Travelers Checks, Money Orders, Home Banking, Safe Deposit Boxes, Insurance programs and Financial Planning to all eligible members.
IRS990/Activity3/Expense00
IRS990/Activity3/Grants00
IRS990/Activity3/Revenue00
IRS990/ActivityOrMissionDescription0To provide financial services to member owners with a common bond.
IRS990/AddressPrincipalOfficerUS/AddressLine10100 S Third Street
IRS990/AddressPrincipalOfficerUS/City0Hamilton
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode045011
IRS990/Advertising/Total0195530
IRS990/AllOtherExpenses/Total038103
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY02684945
IRS990/CashNonInterestBearing/EOY02838206
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Total0237255
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Total044819
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval01
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total0276867
IRS990/DescribedIn501C300
IRS990/Description0Provide 24,327 Members with Regular Shares, Share Drafts, Certificates, IRA, Money Market and other Share accounts totaling 36,996.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers01
IRS990/EmploymentTaxReturnsFiled01
IRS990/Expense00
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total051652
IRS990/FeesForServicesLegal/Total045888
IRS990/FeesForServicesManagement/Total06480
IRS990/FeesForServicesOther/Total01083558
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81
IRS990/Form990PartVIISectionA/AverageHoursPerWeek950
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1050
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/NamePerson0Bob Barrett
IRS990/Form990PartVIISectionA/NamePerson1Jeff Kenworthy
IRS990/Form990PartVIISectionA/NamePerson2John Dougherty
IRS990/Form990PartVIISectionA/NamePerson3Paul Lail
IRS990/Form990PartVIISectionA/NamePerson4Denise Herrmann
IRS990/Form990PartVIISectionA/NamePerson5Lynn Kinkaid
IRS990/Form990PartVIISectionA/NamePerson6Scott Martin
IRS990/Form990PartVIISectionA/NamePerson7Frank Siefer
IRS990/Form990PartVIISectionA/NamePerson8James Lynch
IRS990/Form990PartVIISectionA/NamePerson9James Schultheiss
IRS990/Form990PartVIISectionA/NamePerson10George Butch Gordon
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation914193
IRS990/Form990PartVIISectionA/OtherCompensation108027
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization9133404
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1081631
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/Title0Chairman
IRS990/Form990PartVIISectionA/Title1Vice Chairman
IRS990/Form990PartVIISectionA/Title2Secretary/Treasurer
IRS990/Form990PartVIISectionA/Title3Director
IRS990/Form990PartVIISectionA/Title4Recording Secretary
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990PartVIISectionA/Title6Director
IRS990/Form990PartVIISectionA/Title7Director
IRS990/Form990PartVIISectionA/Title8Director
IRS990/Form990PartVIISectionA/Title9President/CEO
IRS990/Form990PartVIISectionA/Title10CFO
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Other00
IRS990/GainOrLoss/Securities00
IRS990/Gaming00
IRS990/Grants00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts09848959
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IncomeFromInvestBondProceeds/ExclusionAmount00
IRS990/IncomeFromInvestBondProceeds/RelatedOrExemptFunctionIncome00
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IncomeFromInvestBondProceeds/UnrelatedBusinessRevenue00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total0164362
IRS990/Insurance/Total0223801
IRS990/Interest/Total01236944
IRS990/InvestmentIncomeCurrentYear0255013
IRS990/InvestmentIncome/ExclusionAmount00
IRS990/InvestmentIncomePriorYear0124918
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0255013
IRS990/InvestmentIncome/TotalRevenueColumn0255013
IRS990/InvestmentIncome/UnrelatedBusinessRevenue00
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY017487482
IRS990/InvestmentsOtherSecurities/EOY027519138
IRS990/InvestmentsProgramRelated/BOY013477703
IRS990/InvestmentsProgramRelated/EOY013749742
IRS990/LandBldgEquipmentAccumDeprec05725354
IRS990/LandBuildingsEquipmentBasis08153272
IRS990/LandBuildingsEquipmentBasisNet/BOY02501212
IRS990/LandBuildingsEquipmentBasisNet/EOY02427918
IRS990/LoanToOfficerOrDQP01
IRS990/LocalChapters01
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0To efficiently provide personal financial services of a superior quality to the members/owners of this credit union - always considering their financial well being.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY03000000
IRS990/MortNotesPyblSecuredInvestProp/EOY03000000
IRS990/NameOfPrincipalOfficerPerson0James Schultheiss
IRS990/NbrIndependentVotingMembers09
IRS990/NbrVotingGoverningBodyMembers09
IRS990/NbrVotingMembersGoverningBody09
IRS990/NetAssetsOrFundBalancesBOY013566889
IRS990/NetAssetsOrFundBalancesEOY013888372
IRS990/NetUnrelatedBusinessTxblIncome014736
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109604293
IRS990/NumberIndependentVotingMembers09
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees091
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total0528831
IRS990/OfficeExpenses/Total0544995
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY03279737
IRS990/OtherAssetsTotal/EOY02527109
IRS990/OtherEmployeeBenefits/Total0353675
IRS990/OtherExpensePriorYear06724831
IRS990/OtherExpensesCurrentYear06031815
IRS990/OtherExpenses/Description0Provision for Loan Loss
IRS990/OtherExpenses/Description1Loan Servicing
IRS990/OtherExpenses/Description2Miscellaneous Operating Expenses
IRS990/OtherExpenses/Description3Association Dues
IRS990/OtherExpenses/Total0740450
IRS990/OtherExpenses/Total1627719
IRS990/OtherExpenses/Total2181339
IRS990/OtherExpenses/Total340477
IRS990/OtherLiabilities/BOY0142413773
IRS990/OtherLiabilities/EOY0152539144
IRS990/OtherNotesLoansReceivableNet/BOY0118110293
IRS990/OtherNotesLoansReceivableNet/EOY0119495441
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/Total02645333
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Total0222239
IRS990/PensionPlanContributions/Total037159
IRS990/PoliciesReferenceChapters01
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY0202770
IRS990/PrepaidExpensesDeferredCharges/EOY0232457
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0522100
IRS990/ProgramServiceRevenue/BusinessCode1524298
IRS990/ProgramServiceRevenueCY09593946
IRS990/ProgramServiceRevenue/Description0Loan Interest
IRS990/ProgramServiceRevenue/Description1Fee and Other Operating Income
IRS990/ProgramServiceRevenue/ExclusionAmount00
IRS990/ProgramServiceRevenue/ExclusionAmount10
IRS990/ProgramServiceRevenuePriorYear010372784
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome06155760
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome13188802
IRS990/ProgramServiceRevenue/TotalRevenueColumn06155760
IRS990/ProgramServiceRevenue/TotalRevenueColumn13438186
IRS990/ProgramServiceRevenue/UnrelatedBusinessRevenue00
IRS990/ProgramServiceRevenue/UnrelatedBusinessRevenue1249384
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReceivablesFromOfficersEtc/BOY0166653
IRS990/ReceivablesFromOfficersEtc/EOY0160631
IRS990/ReconcilationDonatedServices00
IRS990/ReconcilationInvestExpenses00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationPriorAdjustment00
IRS990/ReconcilationRevenueExpenses0321483
IRS990/ReconciliationUnrealizedInvest00
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/RentalIncomeOrLoss/Personal00
IRS990/RentalIncomeOrLoss/Real00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest01
IRS990/RetainedEarningsEndowmentEtc/BOY013566889
IRS990/RetainedEarningsEndowmentEtc/EOY013888372
IRS990/Revenue00
IRS990/RevenuesLessExpensesCY0321483
IRS990/RevenuesLessExpensesPriorYear059532
IRS990/RoyaltiesRevenue/ExclusionAmount00
IRS990/RoyaltiesRevenue/RelatedOrExemptFunctionIncome00
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/RoyaltiesRevenue/UnrelatedBusinessRevenue00
IRS990/SalariesEtcCurrentYear03495661
IRS990/SalariesEtcPriorYear03713339
IRS990/SavingsAndTempCashInvestments/BOY0298594
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue0826493
IRS990ScheduleD/Buildings/Depreciation02112978
IRS990ScheduleD/Buildings/InvestmentCostOrOtherBasis00
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis02939471
IRS990ScheduleD/DonatedServicesUseOfFacilities00
IRS990ScheduleD/DonatedSrvcAndUseOfFacilities00
IRS990ScheduleD/Equipment/BookValue0485193
IRS990ScheduleD/Equipment/Depreciation03106144
IRS990ScheduleD/Equipment/InvestmentCostOrOtherBasis00
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis03591337
IRS990ScheduleD/ExpensesNotRptdF990090263
IRS990ScheduleD/ExpensesNotRptdOnFinStmt01
IRS990ScheduleD/ExpensesSubtotal09527475
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0Rounding: $1.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1Audit Adjustment for Deferred Loan Compensation Exp: $ 90,263
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2Rounding: $1.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0SchD_P11_S00_L04b
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1SchD_P12_S00_L02d
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2SchD_P12_S00_L04b
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0Schedule D, Part XI, Line 4b
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1Schedule D, Part XII, Line 2d
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference2Schedule D, Part XII, Line 4b
IRS990ScheduleD/InvestmentExpensesNotIncluded00
IRS990ScheduleD/InvestmentExpensesNotIncluded200
IRS990ScheduleD/InvestmentsProgramRelated/BookValue013749742
IRS990ScheduleD/InvestmentsProgramRelated/Description0Corporate One
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0C
IRS990ScheduleD/Land/BookValue01062751
IRS990ScheduleD/Land/InvestmentCostOrOtherBasis00
IRS990ScheduleD/Land/OtherCostOrOtherBasis01062751
IRS990ScheduleD/LeaseholdImprovements/BookValue052876
IRS990ScheduleD/LeaseholdImprovements/Depreciation0506232
IRS990ScheduleD/LeaseholdImprovements/InvestmentCostOrOtherBasis00
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis0559108
IRS990ScheduleD/LossesReported00
IRS990ScheduleD/NetUnrealizedGainsInvestments00
IRS990ScheduleD/OtherExpensesIncluded090263
IRS990ScheduleD/OtherExpensesNotIncluded01
IRS990ScheduleD/OtherLandBuildings/BookValue0605
IRS990ScheduleD/OtherLandBuildings/Depreciation00
IRS990ScheduleD/OtherLandBuildings/InvestmentCostOrOtherBasis00
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0605
IRS990ScheduleD/OtherLiabilities/Amount0152539144
IRS990ScheduleD/OtherLiabilities/Description0Member Shares
IRS990ScheduleD/OtherRevenues00
IRS990ScheduleD/OtherRevenuesNotIncluded01
IRS990ScheduleD/OtherSecurities/BookValue022999000
IRS990ScheduleD/OtherSecurities/BookValue1520239
IRS990ScheduleD/OtherSecurities/BookValue21000000
IRS990ScheduleD/OtherSecurities/BookValue32999899
IRS990ScheduleD/OtherSecurities/Description0Certificates of Deposit
IRS990ScheduleD/OtherSecurities/Description1Investments
IRS990ScheduleD/OtherSecurities/Description2CUSO Investments
IRS990ScheduleD/OtherSecurities/Description3Government Agencies
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/OtherSecurities/MethodOfValuation1C
IRS990ScheduleD/OtherSecurities/MethodOfValuation2C
IRS990ScheduleD/OtherSecurities/MethodOfValuation3C
IRS990ScheduleD/PriorYearAdjustments00
IRS990ScheduleD/RecoveriesOfPriorYearGrants00
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt01
IRS990ScheduleD/RevenueSubtotal09848958
IRS990ScheduleD/TotalExpensesPerForm99009527476
IRS990ScheduleD/TotalOfAmounts0152539144
IRS990ScheduleD/TotalOfBookValueLandBuildings02427918
IRS990ScheduleD/TotalOfBookValueProgramRelated013749742
IRS990ScheduleD/TotalOfBookValueSecurities027519138
IRS990ScheduleD/TotalRevenuePerForm99009848959
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt09617738
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt09848958
IRS990/ScheduleJRequired00
IRS990ScheduleL/LoanTable/ApprovedByBoard01
IRS990ScheduleL/LoanTable/ApprovedByBoard11
IRS990ScheduleL/LoanTable/ApprovedByBoard21
IRS990ScheduleL/LoanTable/BalanceDue0758
IRS990ScheduleL/LoanTable/BalanceDue1539
IRS990ScheduleL/LoanTable/BalanceDue2159334
IRS990ScheduleL/LoanTable/Default00
IRS990ScheduleL/LoanTable/Default10
IRS990ScheduleL/LoanTable/Default20
IRS990ScheduleL/LoanTable/LoanFromOrganization0X
IRS990ScheduleL/LoanTable/LoanFromOrganization1X
IRS990ScheduleL/LoanTable/LoanFromOrganization2X
IRS990ScheduleL/LoanTable/NamePerson0George Butch Gordon
IRS990ScheduleL/LoanTable/NamePerson1George Butch Gordon
IRS990ScheduleL/LoanTable/NamePerson2James Schultheiss
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount04358
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount12539
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount2174250
IRS990ScheduleL/LoanTable/PurposeOfLoan0Auto
IRS990ScheduleL/LoanTable/PurposeOfLoan1Computer
IRS990ScheduleL/LoanTable/PurposeOfLoan2Mortgage
IRS990ScheduleL/LoanTable/RelationshipWithOrganization0Chief Financial Officer
IRS990ScheduleL/LoanTable/RelationshipWithOrganization1Chief Financial Officer
IRS990ScheduleL/LoanTable/RelationshipWithOrganization2President/CEO
IRS990ScheduleL/LoanTable/WrittenAgreement01
IRS990ScheduleL/LoanTable/WrittenAgreement11
IRS990ScheduleL/LoanTable/WrittenAgreement21
IRS990ScheduleL/TotalBalanceDue0160631
IRS990ScheduleO/GeneralExplanation/Explanation0The Credit Union has a single class of members with equal rights of ownership, governance and voting.
IRS990ScheduleO/GeneralExplanation/Explanation1Board Members are elected by democratic vote with three seats available on a rotating basis every year for three year appointments.
IRS990ScheduleO/GeneralExplanation/Explanation2Mergers and By-Law changes require membership approval.
IRS990ScheduleO/GeneralExplanation/Explanation3The Form 990 is reviewed by the CFO and President/CEO and a copy is presented to the Board of Directors prior to filing.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$170,049,386
Liabilities
$156,161,014
Net assets
$13,888,372
Revenue
-
Expenses
$9,527,476
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$179$164$14.6$9.48$9.11$0.37
2014Detailed filing. Detailed filing data is available for this year.$174$160$14.2$9.30$9.08$0.22
2013Detailed filing. Detailed filing data is available for this year.$173$159$13.9$9.20$9.03$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$170$156$13.9$9.53
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$160$146$13.6$10.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$149$136$13.5$11.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)14 • $100M-$250M nonprofits