Civic Intelligence

1368 Code Credit Union

990 • Fiscal year 2016 • EIN 31-1225765

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 28, 2017

Organization ProfileWWW.CODECU.ORG

View Organization Page

355 W MonumentDayton, OH 45402

(937) 222-8971

Siviq Scores

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

Liabilities / Assets

36th percentile

0.88x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

19.02x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Net Margin

31st percentile

6.3%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

94th percentile

$407,971

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2016

Asset Growth

75th percentile

7.2%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

5.3%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$119,781,686

Up $8,035,480 (+7.2%) from 2015

Net Assets

Up

$13,951,477

Up $349,596 (+2.6%) from 2015

Liabilities

Up

$105,830,209

Up $7,685,884 (+7.8%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Up

$5,562,989

Up $280,285 (+5.3%) from 2015

Expenses

Up

$5,213,393

Up $249,089 (+5.0%) from 2015

Net Income

Up

$349,596

Up $31,196 (+9.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$200M$150M$100M$50M$0Assets 2010: $95,028,423Liabilities 2010: $83,972,254Net Assets 2010: $11,056,1692010Assets 2011: $101,244,453Liabilities 2011: $89,411,077Net Assets 2011: $11,833,3762011Assets 2012: $105,107,688Liabilities 2012: $92,693,780Net Assets 2012: $12,413,9082012Assets 2013: $106,067,856Liabilities 2013: $93,355,769Net Assets 2013: $12,712,0872013Assets 2014: $110,133,813Liabilities 2014: $96,850,332Net Assets 2014: $13,283,4812014Assets 2015: $111,746,206Liabilities 2015: $98,144,325Net Assets 2015: $13,601,8812015Assets 2016: $119,781,686Liabilities 2016: $105,830,209Net Assets 2016: $13,951,4772016Assets 2017: $129,249,554Liabilities 2017: $115,133,066Net Assets 2017: $14,116,4882017Assets 2018: $129,853,219Liabilities 2018: $115,413,606Net Assets 2018: $14,439,6132018Assets 2019: $137,196,868Liabilities 2019: $122,352,700Net Assets 2019: $14,844,1682019Assets 2020: $149,412,821Liabilities 2020: $134,297,460Net Assets 2020: $15,115,3612020Assets 2021: $158,867,570Liabilities 2021: $142,992,862Net Assets 2021: $15,874,7082021Assets 2022: $163,817,752Liabilities 2022: $147,507,779Net Assets 2022: $16,309,9732022Assets 2023: $160,715,683Liabilities 2023: $143,007,326Net Assets 2023: $17,708,3572023Assets 2024: $163,375,004Liabilities 2024: $144,488,554Net Assets 2024: $18,886,4502024

Highlighted filing

2016

Assets$119,781,686
Liabilities$105,830,209
Net Assets$13,951,477
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

$10M$5.0M$0Expenses 2010: $5,084,6302010Expenses 2011: $4,729,8512011Expenses 2012: $4,683,3172012Revenue 2013: $5,127,395Expenses 2013: $4,829,217Net Income 2013: $298,1782013Revenue 2014: $5,273,238Expenses 2014: $4,701,844Net Income 2014: $571,3942014Revenue 2015: $5,282,704Expenses 2015: $4,964,304Net Income 2015: $318,4002015Revenue 2016: $5,562,989Expenses 2016: $5,213,393Net Income 2016: $349,5962016Revenue 2017: $5,847,378Expenses 2017: $5,682,367Net Income 2017: $165,0112017Revenue 2018: $6,446,545Expenses 2018: $6,057,941Net Income 2018: $388,6042018Revenue 2019: $6,748,284Expenses 2019: $6,277,113Net Income 2019: $471,1712019Revenue 2020: $6,599,673Expenses 2020: $6,209,413Net Income 2020: $390,2602020Revenue 2021: $6,633,864Expenses 2021: $5,585,939Net Income 2021: $1,047,9252021Revenue 2022: $7,461,336Expenses 2022: $6,419,905Net Income 2022: $1,041,4312022Revenue 2023: $8,913,808Expenses 2023: $7,407,654Net Income 2023: $1,506,1542023Revenue 2024: $9,752,309Expenses 2024: $8,883,132Net Income 2024: $869,1772024

Highlighted filing

2016

Revenue$5,562,989
Expenses$5,213,393
Net Income$349,596
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 28, 2017
Return Version
2016v3.0
Gross Receipts
$5,562,989
Mission and Program Overview

Mission

To passionately deliver a comprehensive range of exceptional services to our members.

To provide financial services to member owners with a common bond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$67,365,813$75,506,872▲ $8,141,059
Investments Other Securities$24,570,068$26,360,605▲ $1,790,537
Rtn Earn Endowment Incm Other Fnds$13,601,881$13,951,477▲ $349,596
Savings and Temporary Cash Investments$7,138,516$4,001,512▼ $3,137,004
Land, Buildings, and Equipment, Net$1,958,862$3,178,898▲ $1,220,036
Investments Program Related$1,542,495$1,042,495▼ $500,000
Cash and Non-Interest-Bearing Accounts$927,459$855,679▼ $71,780
Prepaid Expenses and Deferred Charges$116,393$278,301▲ $161,908
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$111,746,206$119,781,686▲ $8,035,480
Other Assets Total$8,126,600$8,557,324▲ $430,724
Liabilities
Other Liabilities$97,350,718$102,595,358▲ $5,244,640
Mortgage Notes Payable Secured by Investment Property$0$2,719,241▲ $2,719,241
Accounts Payable and Accrued Expenses$793,607$515,610▼ $277,997
Total Liabilities$98,144,325$105,830,209▲ $7,685,884
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,601,881$13,951,477▲ $349,596
Total Liabilities and Net Assets / Fund Balance$111,746,206$119,781,686▲ $8,035,480

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,045,242$1,296,120$2,341,362
Equipment$219,813$1,282,669$1,502,482
Other Land Buildings$1,336,607-$1,336,607
Leasehold Improvements$219,768$147,296$367,064
Land$357,468-$357,468
Other Assets Org$278,987--
Other Securities$25,329,000--
Closely Held Equity Interests$531,605--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Scott RutherfordPresident/CEO/treasurerFT$171,000$236,971$407,971
Heather ParrottExecutive Vice PresidentFT$112,239$165,871$278,110

Board Members and Trustees

NameTitle
A Doyle BurkeBoard Chairman
J Chris KrugBoard Vice Chairman
William GillispieBoard Secretary
David SeagravesDirector
Michael DebordeDirector
Stephen FinkeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,025,068
Investment Income
$537,921
Other Revenue
$0
Change in Net Assets
$349,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,562,989
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,562,989
Total Revenue per Form 990
$5,562,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,110,998
Salaries, Compensation, and Employee Benefits$2,102,395
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$902,659
Information Technology---$800,014
Current Officers, Directors, Trustees, and Key Employees---$686,081
Office Expenses---$541,493
Interest---$353,891
Other Expenses---$283,588
Other Employee Benefits---$257,194
Occupancy---$203,379
Advertising---$200,896
Depreciation Depletion---$173,314
Pension Plan Contributions---$141,848
Payroll Taxes---$114,613
Conferences and Meetings---$67,729
Fees for Services Accounting---$42,000
Insurance---$33,954
Fees for Services Legal---$25,885
Fees for Services Other---$25,198
Travel---$6,201
Total Functional Expenses$0$0$0$5,213,393

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,213,393
Total Expenses per Audited Statements$5,213,393
Total Expenses per Form 990$5,213,393
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARES & DEPOSITS$102,595,358
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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

“The credit union has a single class of members, with equal rights of ownership, governance, and voting.”

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

“The board of directors is elected by a membership ballot vote counted by a certified public accounting firm. The results are announced at the annual meeting. Each board member is elected for a three year term.”

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

“Credit union decisions that are subject to membership approval are charter changes and mergers.”

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

“Board members can view on the secure site prior to the board meeting where approval is then given prior to filing.”

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

“Board members are given the opportunity at the start of each monthly board meeting to disclose conflicts of interest that have arisen.”

Form 990, Part VI, Section B, Line 15

“Each year a compensation committee is appointed by the chariman to review the ceo's market pay and position within the marketplace. The compensation committee then meets with the full board of directors for discussion and approval. An annual compensation survey is used to ensure employees are paid fair market value.”

Form 990, Part VI, Section C, Line 19

“The organization's financial statements are posted in the credit union's lobby. All other documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
1368 Code Credit Union
EIN
31-1225765
Phone
9372228971
Address
355 W MONUMENT, DAYTON, OH 45402

Signing Officer

Name
Scott Rutherford
Title
President/CEO/treasurer
Phone
9372228971
Signed
2017-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Rutherford
Formed
1940
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
6
Employees
42
Volunteers
7

Preparer

Firm
Gbq Partners LLC
Address
5086 WOOSTER ROAD, CINCINNATI, OH 45226
Preparer
Robert Kling
Phone
5138713033
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors fulfills the audit oversight committee function.”

Financial Statement Notes

PART X, LINE 2:

“The credit union accounts for uncertainty in income taxes in its financial statements as required under fasb asc, 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. The credit union's income tax returns prior to 2013 are closed. Management determined there were no material uncertain positions taken by the credit union in its tax returns.”

Raw XML AppendixShowing 400 of 448 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/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03048556
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11965960
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03048556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11976512
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt010552
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0519162
IRS990/PYOtherExpensesAmt02847397
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04763542
IRS990/PYRevenuesLessExpensesAmt0318400
IRS990/PYSalariesCompEmpBnftPaidAmt02116907
IRS990/PYTotalExpensesAmt04964304
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05282704
IRS990/ReconcilationRevenueExpnssAmt0349596
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013601881
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013951477
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07138516
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04001512
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01045242
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01296120
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02341362
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0531605
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt0219813
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01282669
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01502482
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05213393
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0357468
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0357468
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0219768
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0147296
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0367064
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0996405
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1208423
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26840852
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt38416
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4224241
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt5278987
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NCUSIF DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INCOME
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CREDIT UNION OWNED LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER REAL ESTATE OWNED
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5LOANS HELD FOR SALE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01336607
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01336607
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0102595358
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARES & DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0500000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt125329000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FED AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05562989
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ITS FINANCIAL STATEMENTS AS REQUIRED UNDER FASB ASC, 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. THE CREDIT UNION'S INCOME TAX RETURNS PRIOR TO 2013 ARE CLOSED. MANAGEMENT DETERMINED THERE WERE NO MATERIAL UNCERTAIN POSITIONS TAKEN BY THE CREDIT UNION IN ITS TAX RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03178898
IRS990ScheduleD/TotalBookValueOtherAssetsAmt08557324
IRS990ScheduleD/TotalBookValueSecuritiesAmt026360605
IRS990ScheduleD/TotalExpensesPerForm990Amt05213393
IRS990ScheduleD/TotalLiabilityAmt0102595358
IRS990ScheduleD/TotalRevenuePerForm990Amt05562989
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05562989
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05213393
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0171000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1112239
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount023543
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount112242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt019453
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt112447
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt021364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt121305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0172611
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1119877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID SCOTT RUTHERFORD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1HEATHER PARROTT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0407971
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1278110
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION PROVIDES 457(F) PLANS FOR THE PRESIDENT/CEO, DAVID SCOTT RUTHERFORD AND EXECUTIVE VICE PRESIDENT, HEATHER PARROTT. THE PLAN PROVIDES ANNUAL CREDIT UNION CONTRIBUTIONS OF $40,000 AND $30,000, RESPECTIVELY.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HAS A SINGLE CLASS OF MEMBERS, WITH EQUAL RIGHTS OF OWNERSHIP, GOVERNANCE, AND VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY A MEMBERSHIP BALLOT VOTE COUNTED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THE RESULTS ARE ANNOUNCED AT THE ANNUAL MEETING. EACH BOARD MEMBER IS ELECTED FOR A THREE YEAR TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT UNION DECISIONS THAT ARE SUBJECT TO MEMBERSHIP APPROVAL ARE CHARTER CHANGES AND MERGERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS CAN VIEW ON THE SECURE SITE PRIOR TO THE BOARD MEETING WHERE APPROVAL IS THEN GIVEN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS ARE GIVEN THE OPPORTUNITY AT THE START OF EACH MONTHLY BOARD MEETING TO DISCLOSE CONFLICTS OF INTEREST THAT HAVE ARISEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH YEAR A COMPENSATION COMMITTEE IS APPOINTED BY THE CHARIMAN TO REVIEW THE CEO'S MARKET PAY AND POSITION WITHIN THE MARKETPLACE. THE COMPENSATION COMMITTEE THEN MEETS WITH THE FULL BOARD OF DIRECTORS FOR DISCUSSION AND APPROVAL. AN ANNUAL COMPENSATION SURVEY IS USED TO ENSURE EMPLOYEES ARE PAID FAIR MARKET VALUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED IN THE CREDIT UNION'S LOBBY. ALL OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS FULFILLS THE AUDIT OVERSIGHT COMMITTEE FUNCTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt01368 CODE CREDIT UNION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CODE INSURANCE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0472647531
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt035159
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0INSURANCE
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt04258
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0355 W MONUMENT AVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0DAYTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd045402
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0111746206
IRS990/TotalAssetsEOYAmt0119781686
IRS990/TotalAssetsGrp/BOYAmt0111746206
IRS990/TotalAssetsGrp/EOYAmt0119781686
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt042
IRS990/TotalFunctionalExpensesGrp/TotalAmt05213393
IRS990/TotalGrossUBIAmt010552
IRS990/TotalLiabilitiesBOYAmt098144325
IRS990/TotalLiabilitiesEOYAmt0105830209
IRS990/TotalLiabilitiesGrp/BOYAmt098144325
IRS990/TotalLiabilitiesGrp/EOYAmt0105830209
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013601881
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013951477
IRS990/TotalOtherCompensationAmt074569
IRS990/TotalProgramServiceRevenueAmt05025068
IRS990/TotalReportableCompFromOrgAmt0611512
IRS990/TotalRevenueGrp/ExclusionAmt0537921
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05014516
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05562989
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt010552
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0111746206

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,781,686
Liabilities
$105,830,209
Net assets
$13,951,477
Revenue
$5,562,989
Expenses
$5,213,393
Net income
$349,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$163$144$18.9$9.75$8.88$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$143$17.7$8.91$7.41$1.51
2022Detailed filing. Detailed filing data is available for this year.$164$148$16.3$7.46$6.42$1.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$159$143$15.9$6.63$5.59$1.05
2020Detailed filing. Detailed filing data is available for this year.$149$134$15.1$6.60$6.21$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$137$122$14.8$6.75$6.28$0.47
2018Detailed filing. Detailed filing data is available for this year.$130$115$14.4$6.45$6.06$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$115$14.1$5.85$5.68$0.17
2016Detailed filing. Detailed filing data is available for this year.$120$106$14.0$5.56$5.21$0.35
2015Detailed filing. Detailed filing data is available for this year.$112$98.1$13.6$5.28$4.96$0.32
2014Detailed filing. Detailed filing data is available for this year.$110$96.9$13.3$5.27$4.70$0.57
2013Detailed filing. Detailed filing data is available for this year.$106$93.4$12.7$5.13$4.83$0.30
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$92.7$12.4$4.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$89.4$11.8$4.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.0$84.0$11.1$5.08