Civic Intelligence

State Chartered Credit Union Inc Ohio 27 Buckeye State Credit Union

990 • Fiscal year 2020 • EIN 34-0746485

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileWWW.BUCKEYECU.ORG

View Organization Page

197 E Thornton StreetAkron, OH 44311

(330) 253-9197

Siviq Scores

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

Liabilities / Assets

54th percentile

0.89x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

10.46x

Higher debt load relative to revenue than 10% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Net Margin

79th percentile

17%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$276,120

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2020

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

14%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$91,903,250

Up $16,931,471 (+23%) from 2018

Net Assets

Up

$9,708,855

Up $2,455,748 (+34%) from 2018

Liabilities

Up

$82,194,395

Up $14,475,723 (+21%) from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin79th percentile

Revenue

Up

$7,858,479

Up $1,589,949 (+25%) from 2018

Expenses

Up

$6,509,774

Up $1,334,996 (+26%) from 2018

Net Income

Up

$1,348,705

Up $254,953 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$150M$100M$50M$0Assets 2010: $72,573,888Liabilities 2010: $64,474,451Net Assets 2010: $8,099,4372010Assets 2011: $77,386,101Liabilities 2011: $69,160,889Net Assets 2011: $8,225,2122011Assets 2012: $82,270,057Liabilities 2012: $73,927,071Net Assets 2012: $8,342,9862012Assets 2013: $84,771,364Liabilities 2013: $76,411,886Net Assets 2013: $8,359,4782013Assets 2015: $88,352,863Liabilities 2015: $81,733,357Net Assets 2015: $6,619,5062015Assets 2017: $75,038,927Liabilities 2017: $68,875,447Net Assets 2017: $6,163,4802017Assets 2018: $74,971,779Liabilities 2018: $67,718,672Net Assets 2018: $7,253,1072018Assets 2020: $91,903,250Liabilities 2020: $82,194,395Net Assets 2020: $9,708,8552020Assets 2021: $103,090,579Liabilities 2021: $92,443,882Net Assets 2021: $10,646,6972021Assets 2022: $138,744,646Liabilities 2022: $125,217,891Net Assets 2022: $13,526,7552022Assets 2024: $144,110,523Liabilities 2024: $129,536,796Net Assets 2024: $14,573,7272024

Highlighted filing

2020

Assets$91,903,250
Liabilities$82,194,395
Net Assets$9,708,855
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,384,1622010Expenses 2011: $5,194,0662011Expenses 2012: $4,796,9502012Revenue 2013: $4,550,304Expenses 2013: $4,533,812Net Income 2013: $16,4922013Revenue 2015: $4,622,765Expenses 2015: $5,276,499Net Income 2015: -$653,7342015Revenue 2017: $6,508,851Expenses 2017: $5,653,820Net Income 2017: $855,0312017Revenue 2018: $6,268,530Expenses 2018: $5,174,778Net Income 2018: $1,093,7522018Revenue 2020: $7,858,479Expenses 2020: $6,509,774Net Income 2020: $1,348,7052020Revenue 2021: $8,727,303Expenses 2021: $7,625,573Net Income 2021: $1,101,7302021Revenue 2022: $10,887,397Expenses 2022: $9,389,132Net Income 2022: $1,498,2652022Revenue 2024: $12,167,229Expenses 2024: $11,361,425Net Income 2024: $805,8042024

Highlighted filing

2020

Revenue$7,858,479
Expenses$6,509,774
Net Income$1,348,705
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$7,858,479
Mission and Program Overview

Mission

See schedule o. To encourage savings and making loans at competitively low interest rates. The credit union strives to provide the highest level of personal service in a courteous and professional manner and to treat all individuals fairly and with dignity. The credit union holds safety and soundness of the organization to be of high importance, pledges to safeguard the assets, places a high importance on consumer education and looks for better ways to reach out to the under-served in the membership field. In addition, the credit union promises to communicate its services to its members in a meaningful way so that they will understand and appreciate the unique roll that it plays in their lives. Finally, the credit union pledges to preserve and protect the privacy and confidentiality of all member financial records and transactions and to provide the members with complete and accurate information concerning their rights as savers and borrowers.

To encourage savings and make loans at competitively low interest rates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$59,447,836$65,276,455▲ $5,828,619
Savings and Temporary Cash Investments$9,963,441$19,752,170▲ $9,788,729
Rtn Earn Endowment Incm Other Fnds$8,321,403$9,708,855▲ $1,387,452
Investments Other Securities$1,899,640$2,419,013▲ $519,373
Land, Buildings, and Equipment, Net$2,154,442$2,073,370▼ $81,072
Prepaid Expenses and Deferred Charges$622,058$1,238,123▲ $616,065
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$75,193,397$91,903,250▲ $16,709,853
Other Assets Total$1,105,980$1,144,119▲ $38,139
Liabilities
Other Liabilities$65,390,696$80,073,419▲ $14,682,723
Accounts Payable and Accrued Expenses$1,481,298$2,120,976▲ $639,678
Total Liabilities$66,871,994$82,194,395▲ $15,322,401
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,321,403$9,708,855▲ $1,387,452
Total Liabilities and Net Assets / Fund Balance$75,193,397$91,903,250▲ $16,709,853

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$900,008$1,425,808$2,325,816
Buildings$889,965$1,301,633$2,191,598
Land$283,397-$283,397
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael AbernathyCEOFT$260,537$15,583$276,120
Deana AllenCOOFT$149,035$7,789$156,824
Brad RileyCFOFT$124,899$8,777$133,676

Board Members and Trustees

NameTitle
David NeroPresident
John NelsonVice President/treasurer
James HartmanDirector
John WeaverDirector
Mike WilliamsDirector
Carole AnthonySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Share OneInformation Systems2650 THOUSAND OAKS BLVD, Memphis, TN 38118$239,723
Medova HealthcareHealth Insurance8300 E THORN DRIVE SUITE 300, Wichita, KS 67226$176,051
Jr Hein LLCRent7958 ERIE AVENUE N, Canal Fulton, OH 44614$144,100
ElanAtm Processor225 WEST STATION SQUARESUITE 620, Pittsburgh, PA 15219$137,576
Seven Seventeen Credit UnionCredit Card Payments3181 LARCHMONT AVENUE NE, Warren, OH 44483$117,588
Revenue and Support

Revenue Composition

Contributions and Grants
$704,223
Program Service Revenue
$6,094,089
Investment Income
$224,407
Other Revenue
$835,760
Change in Net Assets
$1,348,705

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,858,479
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,858,479
Total Revenue per Form 990
$7,858,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,766,555
Salaries, Compensation, and Employee Benefits$2,743,219
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,939,486
Fees for Services Other---$756,653
Current Officers, Directors, Trustees, and Key Employees---$566,620
Occupancy---$414,991
Office Expenses---$334,937
Advertising---$187,950
Payroll Taxes---$174,555
Depreciation Depletion---$85,733
Other Expenses---$84,333
Pension Plan Contributions---$62,558
Insurance---$53,598
Travel---$30,427
All Other Expenses---$12,814
Interest---$227
Total Functional Expenses$0$0$0$6,509,774

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,509,774
Total Expenses per Audited Statements$6,509,774
Total Expenses per Form 990$6,509,774
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 ACCOUNTS$80,073,419
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members have ownership with their share accounts.”

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

“Anyone over the age of 16 with an account may elect members of the governing body.”

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

“The cfo reviews the 990 after the cpa has prepared the tax return. The accounting staff provide the information needed to prepare the tax return”

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

“The policy is reviewed annually along with all of their other policies. General monitoring is done by the ceo, the president of the board of directors, and the internal auditor.”

Form 990, Part VI, Section B, Line 15A

“The credit union's strategic plan results are used by the compensation committee and the board of directors to decide the ceo compensation. The compensation committee makes a recommendation and it is then submitted to the board of directors for approval. The assistant ceo's salary is then reviewed by the ceo, based on the board and compensation committee's decision. All other management salaries are considered and based on a written review.”

Form 990, Part VI, Section C, Line 19

“The organization makes all financial documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Buckeye State Credit Union
EIN
34-0746485
Phone
3302539197
Address
197 E THORNTON STREET, AKRON, OH 44311

Signing Officer

Name
Brad Riley
Title
CFO
Phone
3302539197
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Abernathy
Formed
1933
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
73
Volunteers
6

Preparer

Firm
Maloney Novotny LLC
Address
4774 MUNSON STREET NW SUITE 402, CANTON, OH 44718-3634
Preparer
Matthew J Banjo
Phone
3309669400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees 756,653.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt by statute from federal and state income taxes except for certain charges such as non-member atm fees which have been deemed by the internal revenue service (irs), in technical advice memorandums released in march 2007, to be unrelated to the specific entity's exempt purpose. As presented in the technical advice memorandums, the net taxable income from these charges is subject to income taxes under the unrelated business income tax (ubit) regulations. Tax returns were timely filed for 2019 and will be filed by may 15, 2021 or the extension date for 2020 calendar year. An estimated liability has not been recognized in the financial statements because the taxes due are not expected to have a material effect on the credit union's financial condition or results of operations.”

Raw XML AppendixShowing 400 of 470 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/LandBldgEquipBasisNetGrp/BOYAmt02154442
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02073370
IRS990/LandBldgEquipCostOrOtherBssAmt04800811
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IRS990/LoanOutstandingInd00
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O. TO ENCOURAGE SAVINGS AND MAKING LOANS AT COMPETITIVELY LOW INTEREST RATES. THE CREDIT UNION STRIVES TO PROVIDE THE HIGHEST LEVEL OF PERSONAL SERVICE IN A COURTEOUS AND PROFESSIONAL MANNER AND TO TREAT ALL INDIVIDUALS FAIRLY AND WITH DIGNITY. THE CREDIT UNION HOLDS SAFETY AND SOUNDNESS TO BE OF HIGH IMPORTANCE, PLEDGES TO SAFEGUARD THE ASSETS, PLACES A HIGH IMPORTANCE ON CONSUMER EDUCATION AND LOOKS FOR BETTER WAYS TO REACH OUT TO THE UNDER-SERVED IN THE MEMBERSHIP FIELD. IN ADDITION, THE CREDIT UNION PROMISES TO COMMUNICATE ITS SERVICES TO ITS MEMBERS IN A MEANINGFUL WAY SO THAT THEY WILL UNDERSTAND AND APPRECIATE THE UNIQUE ROLL THAT IT PLAYS IN THEIR LIVES. FINALLY, THE CREDIT UNION PLEDGES TO PRESERVE AND PROTECT THE PRIVACY AND CONFIDENTIALITY OF ALL MEMBER FINANCIAL RECORDS AND TRANSACTIONS AND TO PROVIDE THE MEMBERS WITH COMPLETE AND ACCURATE INFORMATION CONCERNING THEIR RIGHTS AS SAVERS AND BORROWERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032648
IRS990/NetUnrelatedBusTxblIncmAmt040915
IRS990/NetUnrlzdGainsLossesInvstAmt038747
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0414991
IRS990/OfficeExpensesGrp/TotalAmt0334937
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01105980
IRS990/OtherAssetsTotalGrp/EOYAmt01144119
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1CARD PROCESSING AND BAN
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0858288
IRS990/OtherExpensesGrp/TotalAmt1618356
IRS990/OtherExpensesGrp/TotalAmt2328248
IRS990/OtherExpensesGrp/TotalAmt384333
IRS990/OtherLiabilitiesGrp/BOYAmt065390696
IRS990/OtherLiabilitiesGrp/EOYAmt080073419
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IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0680286
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0680286
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1155474
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0155474
IRS990/OtherRevenueTotalAmt0835760
IRS990/OtherSalariesAndWagesGrp/TotalAmt01939486
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0174555
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt062558
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0622058
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01238123
IRS990/PrincipalOfficerNm0MICHAEL ABERNATHY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522200
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER LOANS-INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1CREDIT CARD INTERCHANG
IRS990/ProgramServiceRevenueGrp/Desc2FEES AND CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04391062
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11036699
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2651013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04391062
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11036699
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2666328
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt015315
IRS990/ProgSrvcAccomActy2Grp/Desc0DEPOSITORY ACCOUNTS - THE CREDIT UNION STRIVES TO PROVIDE ITS MEMBERS WITH FINANCIAL FLEXIBILITY AND ENCOURAGE SAVINGS WITH VARIOUS TYPES OF DEPOSITORY ACCOUNTS. THE CREDIT UNION ALSO PROVIDES ITS MEMBERS WITH THE ALLOWANCE OF A DEBIT CARD AND LOGGED THOUSANDS OF TRANSACTIONS DURING THE YEAR. MEMBER SERVICES, INCLUDING INTERNET BANKING AND BILL PAY PROVIDE MEMBERS WITH THE FASTEST AND SAFEST WAYS OF TRANSACTING BUSINESS. THIS INCLUDES OVERDRAFT PROTECTION TO ASSIST MEMBERS WITH SERVICES TO AVOID UNWANTED FEES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0257353
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0283076
IRS990/PYOtherExpensesAmt03364553
IRS990/PYOtherRevenueAmt0803663
IRS990/PYProgramServiceRevenueAmt05562705
IRS990/PYRevenuesLessExpensesAmt01065990
IRS990/PYSalariesCompEmpBnftPaidAmt02476254
IRS990/PYTotalExpensesAmt05840807
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06906797
IRS990/ReconcilationRevenueExpnssAmt01348705
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08321403
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09708855
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09963441
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019752170
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0889965
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01301633
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02191598
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06509774
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0283397
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0283397
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0900008
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01425808
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02325816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt080073419
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARES / DEPOSITS ACCOUNTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07858479
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT BY STATUTE FROM FEDERAL AND STATE INCOME TAXES EXCEPT FOR CERTAIN CHARGES SUCH AS NON-MEMBER ATM FEES WHICH HAVE BEEN DEEMED BY THE INTERNAL REVENUE SERVICE (IRS), IN TECHNICAL ADVICE MEMORANDUMS RELEASED IN MARCH 2007, TO BE UNRELATED TO THE SPECIFIC ENTITY'S EXEMPT PURPOSE. AS PRESENTED IN THE TECHNICAL ADVICE MEMORANDUMS, THE NET TAXABLE INCOME FROM THESE CHARGES IS SUBJECT TO INCOME TAXES UNDER THE UNRELATED BUSINESS INCOME TAX (UBIT) REGULATIONS. TAX RETURNS WERE TIMELY FILED FOR 2019 AND WILL BE FILED BY MAY 15, 2021 OR THE EXTENSION DATE FOR 2020 CALENDAR YEAR. AN ESTIMATED LIABILITY HAS NOT BEEN RECOGNIZED IN THE FINANCIAL STATEMENTS BECAUSE THE TAXES DUE ARE NOT EXPECTED TO HAVE A MATERIAL EFFECT ON THE CREDIT UNION'S FINANCIAL CONDITION OR RESULTS OF OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02073370
IRS990ScheduleD/TotalExpensesPerForm990Amt06509774
IRS990ScheduleD/TotalLiabilityAmt080073419
IRS990ScheduleD/TotalRevenuePerForm990Amt07858479
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07858479
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06509774
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0260537
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1149035
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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/DeferredCompensationFlngOrgAmt08308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt14808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07275
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt12981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL ABERNATHY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DEANA ALLEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0276120
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1156824
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS HAVE OWNERSHIP WITH THEIR SHARE ACCOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANYONE OVER THE AGE OF 16 WITH AN ACCOUNT MAY ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CFO REVIEWS THE 990 AFTER THE CPA HAS PREPARED THE TAX RETURN. THE ACCOUNTING STAFF PROVIDE THE INFORMATION NEEDED TO PREPARE THE TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY IS REVIEWED ANNUALLY ALONG WITH ALL OF THEIR OTHER POLICIES. GENERAL MONITORING IS DONE BY THE CEO, THE PRESIDENT OF THE BOARD OF DIRECTORS, AND THE INTERNAL AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CREDIT UNION'S STRATEGIC PLAN RESULTS ARE USED BY THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS TO DECIDE THE CEO COMPENSATION. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION AND IT IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE ASSISTANT CEO'S SALARY IS THEN REVIEWED BY THE CEO, BASED ON THE BOARD AND COMPENSATION COMMITTEE'S DECISION. ALL OTHER MANAGEMENT SALARIES ARE CONSIDERED AND BASED ON A WRITTEN REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ALL FINANCIAL DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL FEES 756,653.
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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,903,250
Liabilities
$82,194,395
Net assets
$9,708,855
Revenue
$7,858,479
Expenses
$6,509,774
Net income
$1,348,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$144$130$14.6$12.2$11.4$0.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$139$125$13.5$10.9$9.39$1.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$92.4$10.6$8.73$7.63$1.10
2020Detailed filing. Detailed filing data is available for this year.$91.9$82.2$9.71$7.86$6.51$1.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.0$67.7$7.25$6.27$5.17$1.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.0$68.9$6.16$6.51$5.65$0.86
2015Detailed filing. Detailed filing data is available for this year.$88.4$81.7$6.62$4.62$5.28$0.65
2013Detailed filing. Detailed filing data is available for this year.$84.8$76.4$8.36$4.55$4.53$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.3$73.9$8.34$4.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.4$69.2$8.23$5.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.6$64.5$8.10$5.38
Peer Organizations

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