Civic Intelligence

1368 Code Credit Union

990 • Fiscal year 2019 • EIN 31-1225765

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 24, 2020

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

57th percentile

0.89x

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

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

18.13x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Net Margin

20th percentile

7.0%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

81st percentile

$303,973

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Asset Growth

64th percentile

5.7%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

4.7%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$137,196,868

Up $7,343,649 (+5.7%) from 2018

Net Assets

Up

$14,844,168

Up $404,555 (+2.8%) from 2018

Liabilities

Up

$122,352,700

Up $6,939,094 (+6.0%) from 2018

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin20th percentile

Revenue

Up

$6,748,284

Up $301,739 (+4.7%) from 2018

Expenses

Up

$6,277,113

Up $219,172 (+3.6%) from 2018

Net Income

Up

$471,171

Up $82,567 (+21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$137,196,868
Liabilities$122,352,700
Net Assets$14,844,168
Open 2019 Filing

Operations Trend

Revenue Growth23rd 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

2019

Revenue$6,748,284
Expenses$6,277,113
Net Income$471,171
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 24, 2020
Return Version
2019v5.1
Gross Receipts
$6,748,284
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$90,950,866$91,088,821▲ $137,955
Rtn Earn Endowment Incm Other Fnds$14,439,613$14,844,168▲ $404,555
Investments Other Securities$16,951,557$13,487,799▼ $3,463,758
Savings and Temporary Cash Investments$5,022,761$11,234,105▲ $6,211,344
Investments in Publicly Traded Securities$1,664,271$5,263,516▲ $3,599,245
Land, Buildings, and Equipment, Net$4,774,007$4,614,988▼ $159,019
Cash and Non-Interest-Bearing Accounts$700,622$1,236,636▲ $536,014
Investments Program Related$1,042,495$1,042,495→ $0
Prepaid Expenses and Deferred Charges$495,747$643,222▲ $147,475
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$129,853,219$137,196,868▲ $7,343,649
Other Assets Total$8,250,893$8,585,286▲ $334,393
Liabilities
Other Liabilities$114,681,317$121,251,232▲ $6,569,915
Accounts Payable and Accrued Expenses$732,289$1,101,468▲ $369,179
Total Liabilities$115,413,606$122,352,700▲ $6,939,094
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,439,613$14,844,168▲ $404,555
Total Liabilities and Net Assets / Fund Balance$129,853,219$137,196,868▲ $7,343,649

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,539,782$1,556,714$5,096,496
Equipment$451,477$1,563,185$2,014,662
Land$499,081-$499,081
Leasehold Improvements$124,648$259,316$383,964
Other Assets Org$7,108,047--
Other Securities$12,454,000--
Closely Held Equity Interests$1,033,799--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Scott RutherfordPresident/CEO/treasurerFT$180,940$123,033$303,973
Heather ParrottExecutive Vice PresidentFT$118,763$89,770$208,533
Craig BallantineVice PresidentFT$109,598$30,510$140,108

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,266,713
Investment Income
$481,571
Other Revenue
$0
Change in Net Assets
$471,171

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,748,284
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,748,284
Total Revenue per Form 990
$6,748,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,076,031
Salaries, Compensation, and Employee Benefits$2,201,082
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,183,369
Information Technology---$1,009,765
Interest---$857,453
Office Expenses---$653,469
Current Officers, Directors, Trustees, and Key Employees---$453,794
Other Employee Benefits---$323,049
Occupancy---$271,163
Depreciation Depletion---$241,111
Advertising---$237,933
Other Expenses---$198,987
Pension Plan Contributions---$126,757
Payroll Taxes---$114,113
Conferences and Meetings---$79,041
Fees for Services Other---$43,526
Fees for Services Accounting---$42,000
Insurance---$32,595
Fees for Services Legal---$9,478
Travel---$5,938
Total Functional Expenses$0$0$0$6,277,113

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,277,113
Total Expenses per Audited Statements$6,277,113
Total Expenses per Form 990$6,277,113
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$121,251,232
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 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

“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
2020-10-24
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
37
Volunteers
7

Preparer

Firm
Gbq Partners LLC
Address
4030 SMITH ROAD, CINCINNATI, OH 45209
Preparer
Gregory Heimkreiter
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:

“As a credit union, the credit union is exempt from most federal, state and local taxes under the provisions of 501c(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 (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 2016 are closed. Management determined there were no material uncertain positions taken by the credit union in its tax returns.”

Raw XML AppendixShowing 400 of 439 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/OthNotesLoansReceivableNetGrp/EOYAmt091088821
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0114113
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0126757
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0495747
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0643222
IRS990/PrincipalOfficerNm0SCOTT RUTHERFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt04059171
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02201742
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04059171
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12207542
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt05800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0345094
IRS990/PYOtherExpensesAmt04008834
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06101451
IRS990/PYRevenuesLessExpensesAmt0388604
IRS990/PYSalariesCompEmpBnftPaidAmt02049107
IRS990/PYTotalExpensesAmt06057941
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06446545
IRS990/ReconcilationRevenueExpnssAmt0471171
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014439613
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014844168
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05022761
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011234105
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03539782
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01556714
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05096496
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt01033799
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt0451477
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01563185
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02014662
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06277113
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0499081
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0499081
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0124648
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0259316
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0383964
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01169589
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1301327
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26323
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt37108047
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NCUSIF DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INCOME
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER REAL ESTATE OWNED
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0121251232
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARES & DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012454000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06748284
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS A CREDIT UNION, THE CREDIT UNION IS EXEMPT FROM MOST FEDERAL, STATE AND LOCAL TAXES UNDER THE PROVISIONS OF 501C(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 (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 2016 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/TotalBookValueLandBuildingsAmt04614988
IRS990ScheduleD/TotalBookValueOtherAssetsAmt08585286
IRS990ScheduleD/TotalBookValueSecuritiesAmt013487799
IRS990ScheduleD/TotalExpensesPerForm990Amt06277113
IRS990ScheduleD/TotalLiabilityAmt0121251232
IRS990ScheduleD/TotalRevenuePerForm990Amt06748284
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06748284
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06277113
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0180940
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1118763
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount026584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount114633
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/DeferredCompensationFlngOrgAmt060751
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt143338
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt032584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt131637
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt03114
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1162
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/TotalCompensationFilingOrgAmt0303973
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1208533
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0129853219
IRS990/TotalAssetsEOYAmt0137196868
IRS990/TotalAssetsGrp/BOYAmt0129853219
IRS990/TotalAssetsGrp/EOYAmt0137196868
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/TotalAmt06277113
IRS990/TotalGrossUBIAmt05800
IRS990/TotalLiabilitiesBOYAmt0115413606
IRS990/TotalLiabilitiesEOYAmt0122352700
IRS990/TotalLiabilitiesGrp/BOYAmt0115413606
IRS990/TotalLiabilitiesGrp/EOYAmt0122352700
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014439613
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014844168
IRS990/TotalOtherCompensationAmt0198820
IRS990/TotalProgramServiceRevenueAmt06266713
IRS990/TotalReportableCompFromOrgAmt0453794
IRS990/TotalRevenueGrp/ExclusionAmt04059171
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02683313
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06748284
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05800
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0129853219
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0137196868
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05938
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0355 W MONUMENT
IRS990/USAddress/CityNm0DAYTON
IRS990/USAddress/StateAbbreviationCd0OH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,196,868
Liabilities
$122,352,700
Net assets
$14,844,168
Revenue
$6,748,284
Expenses
$6,277,113
Net income
$471,171
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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