Civic Intelligence

Numark Credit Union

990 • Fiscal year 2021 • EIN 36-6006909

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

PO Box 2729Joliet, IL 60434-2729

(815) 729-3211

Siviq Scores

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

Liabilities / Assets

31st percentile

0.89x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

16.46x

Higher debt load relative to revenue than 19% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2021

Net Margin

57th percentile

19%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

51st percentile

$404,549

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2021

Asset Growth

100th percentile

82%

Faster asset growth than 100% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

44%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Assets

Up

$604,429,082

Up $271,955,506 (+82%) from 2020

Net Assets

Up

$68,277,413

Up $23,152,712 (+51%) from 2020

Liabilities

Up

$536,151,669

Up $248,802,794 (+87%) from 2020

Revenue

Up

$32,569,723

Up $9,993,280 (+44%) from 2020

Expenses

Up

$26,446,095

Up $9,277,180 (+54%) from 2020

Net Income

Up

$6,123,628

Up $716,100 (+13%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0B$500M$0Assets 2010: $149,970,914Liabilities 2010: $130,415,397Net Assets 2010: $19,555,5172010Assets 2011: $163,450,205Liabilities 2011: $142,454,314Net Assets 2011: $20,995,8912011Assets 2012: $179,541,642Liabilities 2012: $156,489,453Net Assets 2012: $23,052,1892012Assets 2013: $186,982,194Liabilities 2013: $162,448,761Net Assets 2013: $24,533,4332013Assets 2014: $202,186,222Liabilities 2014: $175,191,324Net Assets 2014: $26,994,8982014Assets 2015: $220,189,193Liabilities 2015: $190,684,083Net Assets 2015: $29,505,1102015Assets 2016: $236,496,727Liabilities 2016: $204,850,192Net Assets 2016: $31,646,5352016Assets 2017: $247,832,932Liabilities 2017: $213,689,937Net Assets 2017: $34,142,9952017Assets 2018: $258,664,451Liabilities 2018: $222,296,067Net Assets 2018: $36,368,3842018Assets 2019: $271,954,110Liabilities 2019: $232,275,869Net Assets 2019: $39,678,2412019Assets 2020: $332,473,576Liabilities 2020: $287,348,875Net Assets 2020: $45,124,7012020Assets 2021: $604,429,082Liabilities 2021: $536,151,669Net Assets 2021: $68,277,4132021Assets 2022: $632,867,076Liabilities 2022: $558,107,368Net Assets 2022: $74,759,7082022Assets 2023: $765,603,358Liabilities 2023: $685,583,087Net Assets 2023: $80,020,2712023Assets 2024: $850,364,152Liabilities 2024: $764,286,061Net Assets 2024: $86,078,0912024Assets 2025: $884,714,514Liabilities 2025: $791,555,676Net Assets 2025: $93,158,8382025

Highlighted filing

2021

Assets$604,429,082
Liabilities$536,151,669
Net Assets$68,277,413

Operations Trend

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

$80M$60M$40M$20M$0Expenses 2010: $9,166,4902010Expenses 2011: $9,854,8982011Expenses 2012: $11,012,4342012Revenue 2013: $12,804,345Expenses 2013: $11,037,145Net Income 2013: $1,767,2002013Revenue 2014: $12,770,936Expenses 2014: $10,502,175Net Income 2014: $2,268,7612014Revenue 2015: $14,010,843Expenses 2015: $11,668,595Net Income 2015: $2,342,2482015Revenue 2016: $16,179,761Expenses 2016: $14,009,794Net Income 2016: $2,169,9672016Revenue 2017: $16,382,494Expenses 2017: $13,903,626Net Income 2017: $2,478,8682017Revenue 2018: $17,293,415Expenses 2018: $15,032,955Net Income 2018: $2,260,4602018Revenue 2019: $19,483,429Expenses 2019: $16,252,885Net Income 2019: $3,230,5442019Revenue 2020: $22,576,443Expenses 2020: $17,168,915Net Income 2020: $5,407,5282020Revenue 2021: $32,569,723Expenses 2021: $26,446,095Net Income 2021: $6,123,6282021Revenue 2022: $34,998,113Expenses 2022: $28,421,361Net Income 2022: $6,576,7522022Revenue 2023: $46,732,952Expenses 2023: $41,485,307Net Income 2023: $5,247,6452023Revenue 2024: $53,554,643Expenses 2024: $46,964,464Net Income 2024: $6,590,1792024Revenue 2025: $61,360,817Expenses 2025: $55,401,558Net Income 2025: $5,959,2592025

Highlighted filing

2021

Revenue$32,569,723
Expenses$26,446,095
Net Income$6,123,628
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Gross Receipts
$32,694,723
Mission and Program Overview

Mission

The credit union operates to encourage thrift among its members, create a source of credit at a reasonable rate of interest, and to provide an opportunity for its members to use and control their own money in order to improve their economic and social conditions

The credit union operates to encourage thrift amoung its members, create a source of credit at a reasonable rate of interest, and to provide an opportunity for its members to use and control their own money in order to improve their economic and social conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$206,415,946$381,108,514▲ $174,692,568
Savings and Temporary Cash Investments$105,446,159$180,023,784▲ $74,577,625
Rtn Earn Endowment Incm Other Fnds$45,124,701$68,277,413▲ $23,152,712
Land, Buildings, and Equipment, Net$7,364,602$11,565,259▲ $4,200,657
Cash and Non-Interest-Bearing Accounts$2,191,004$2,952,524▲ $761,520
Investments Other Securities$699,900$2,102,930▲ $1,403,030
Investments in Publicly Traded Securities$1,374,043$1,461,198▲ $87,155
Prepaid Expenses and Deferred Charges$455,614$489,636▲ $34,022
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$332,473,576$604,429,082▲ $271,955,506
Other Assets Total$8,526,308$24,725,237▲ $16,198,929
Liabilities
Other Liabilities$285,233,198$531,595,015▲ $246,361,817
Accounts Payable and Accrued Expenses$2,115,677$4,556,654▲ $2,440,977
Total Liabilities$287,348,875$536,151,669▲ $248,802,794
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,124,701$68,277,413▲ $23,152,712
Total Liabilities and Net Assets / Fund Balance$332,473,576$604,429,082▲ $271,955,506

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,867,112$5,051,318$11,918,430
Other Land Buildings$767,230$4,178,396$4,945,626
Land$3,930,917-$3,930,917
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lloyd FredendallPresident/CEOFT$354,417$50,132$404,549
Harold StewartDirector of Residential Real EstateFT$268,174$63,566$331,740
Michelle BalogEvpFT$251,877$36,536$288,413
Bernard NiewoehnerEvpFT$184,530$23,394$207,924
Debbie ReedCFOFT$161,536$29,980$191,516

Board Members and Trustees

NameTitle
Clifford StruthersChairperson
Joe JosephVice Chairperson
Dave HarrisDirector
Dennis HughesDirector
George FiegleDirector
Greg ZilinskyDirector
Larry KettwigDirector
Richard SheedyDirector
Steven MagruderDirector
Wally ChlipalaDirector
Raymond EichSecretary
Jim BrozTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,565,251
Investment Income
$1,004,472
Other Revenue
$0
Change in Net Assets
$6,123,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,569,722
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$32,569,722
Total Revenue per Form 990
$32,569,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,469,589
Salaries, Compensation, and Employee Benefits$11,976,506
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,514,411
Other Employee Benefits---$2,535,214
Current Officers, Directors, Trustees, and Key Employees---$1,424,142
Occupancy---$1,385,519
Office Expenses---$1,083,415
Pension Plan Contributions---$788,011
Advertising---$778,649
Information Technology---$775,134
Depreciation Depletion---$742,293
Payroll Taxes---$714,728
Other Expenses---$616,383
All Other Expenses---$228,694
Fees for Services Accounting---$151,200
Travel---$111,317
Fees for Services Legal---$104,760
Total Functional Expenses$0$0$0$26,446,095

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,446,094
Total Expenses per Audited Statements$26,446,094
Total Expenses per Form 990$26,446,094
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$6,450
Total Exempt Function Spending$6,450

Section 527 Organizations

OrganizationLocationAmount
36-3092340Naperville, IL$6,450
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share Accounts$531,595,015
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

A member is defined as any individual or business that has a loan or deposit account at the credit union.

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

Numark's membership elect a board of directors each year at its annual meeting.

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

Major decisions, such as whether or not to merge into another credit union, would require ratification by the membership to be approved.

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

Management reviews form 990 before it is filed with the irs. The board is also given a copy of the form 990 for review.

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

An annual review of the president and key employees is completed by the board and compensation is determined based upon the reviews.

Form 990, Part VI, Section C, Line 19

The credit union's governing documents are on file with the illinois secretary of state's office. Copies of these documents can be obtained through this office. The credit union's financial statements are on display in the lobby of the credit union's home office. The credit union's conflict of interest policy is not made available to the general public.

Filing and Contact Details

Filer

Filer Name
Numark Credit Union
EIN
36-6006909
Phone
8157293211
Address
PO BOX 2729, JOLIET, IL 60434-2729

Signing Officer

Name
Lloyd Fredendall
Title
President & CEO
Phone
8157293211
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Fredendall
Formed
1954
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
192
Volunteers
12

Preparer

Firm
Selden Fox Ltd
Address
619 ENTERPRISE DRIVE, OAK BROOK, IL 60523-8835
Preparer
Paul J Rozek
Phone
6309541400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Acquired equity through northstar credit union merger 17,032,399.

Form 990 Part XII Line 2C

The credit union has a supervisory committee that assumes responsibility for the oversight of the audit and selects the independant accountants to complete the audit.

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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13EVP
IRS990/Form990PartVIISectionAGrp/TitleTxt14EVP
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF RESIDENTIAL REAL ESTATE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt016963
IRS990/GainOrLossGrp/SecuritiesAmt039518
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt016963
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0164518
IRS990/GrossReceiptsAmt032694723
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0775134
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0947991
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0947991
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0699900
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02102930
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01374043
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01461198
IRS990/IRPDocumentCnt05755
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09229714
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07364602
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011565259
IRS990/LandBldgEquipCostOrOtherBssAmt020794973
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0125000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CREDIT UNION OPERATES TO ENCOURAGE THRIFT AMOUNG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A REASONABLE RATE OF INTEREST, AND TO PROVIDE AN OPPORTUNITY FOR ITS MEMBERS TO USE AND CONTROL THEIR OWN MONEY IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt045124701
IRS990/NetAssetsOrFundBalancesEOYAmt068277413
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt056481
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt056481
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3315
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01385519
IRS990/OfficeExpensesGrp/TotalAmt01083415
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08526308
IRS990/OtherAssetsTotalGrp/EOYAmt024725237
IRS990/OtherChangesInNetAssetsAmt017032399
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02535214
IRS990/OtherExpensesGrp/Desc0MEMBER SERVICES
IRS990/OtherExpensesGrp/Desc1INTEREST ON MEMBERS' AC
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/TotalAmt06327800
IRS990/OtherExpensesGrp/TotalAmt11164425
IRS990/OtherExpensesGrp/TotalAmt21000000
IRS990/OtherExpensesGrp/TotalAmt3616383
IRS990/OtherLiabilitiesGrp/BOYAmt0285233198
IRS990/OtherLiabilitiesGrp/EOYAmt0531595015
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherSalariesAndWagesGrp/TotalAmt06514411
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0714728
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0788011
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0455614
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0489636
IRS990/PrincipalOfficerNm0LLOYD FREDENDALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1FEES AND CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2GAIN ON SALE OF MORTGAGES
IRS990/ProgramServiceRevenueGrp/Desc3OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017945306
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18388632
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23628174
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31603139
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017945306
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18388632
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23628174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31603139
IRS990/ProgSrvcAccomActy2Grp/Desc0DEPOSIT/SHARE ACCOUNTS (SAVINGS, CHECKING, CERTIFICATES AND OTHER) THE NUMBER OF DEPOSIT/SHARE ACCOUNTS OUTSTANDING AT 12/31/21 WAS 97,290.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01123607
IRS990/PYOtherExpensesAmt09481590
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt021452836
IRS990/PYRevenuesLessExpensesAmt05407528
IRS990/PYSalariesCompEmpBnftPaidAmt07687325
IRS990/PYTotalExpensesAmt017168915
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022576443
IRS990/ReconcilationRevenueExpnssAmt06123628
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt045124701
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt068277413
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105446159
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0180023784
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt06450
IRS990ScheduleC/PoliticalExpendituresAmt06450
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0363092340
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CREDIT UNION POLICITCAL ACTION COUNCIL
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt06450
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt01807 WEST DIEHL ROAD PO BOX 3107
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0NAPERVILLE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd0605667107
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ONLY POLITICAL ACTIVITY IS THE CONTRIBUTION TO CREDIT UNION POLITICAL ACTION COUNCIL THAT IS REPORTED IN PARTS I-A AND I-C OF THIS SCHEDULE C.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt06450
IRS990ScheduleD/BuildingsGrp/BookValueAmt06867112
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05051318
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011918430
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt026446094
IRS990ScheduleD/LandGrp/BookValueAmt03930917
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03930917
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0767230
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04178396
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04945626
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0531595015
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE ACCOUNTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt032569722
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011565259
IRS990ScheduleD/TotalExpensesPerForm990Amt026446094
IRS990ScheduleD/TotalLiabilityAmt0531595015
IRS990ScheduleD/TotalRevenuePerForm990Amt032569722
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt032569722
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt026446094
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0354417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1268174
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2251877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3184530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4161536
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt038840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt137018
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt233098
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt321846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt418492
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$885$792$93.2$61.4$55.4$5.96
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$850$764$86.1$53.6$47.0$6.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$766$686$80.0$46.7$41.5$5.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$633$558$74.8$35.0$28.4$6.58
2021Detailed filing. Detailed filing data is available for this year.$604$536$68.3$32.6$26.4$6.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$332$287$45.1$22.6$17.2$5.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$272$232$39.7$19.5$16.3$3.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$259$222$36.4$17.3$15.0$2.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$248$214$34.1$16.4$13.9$2.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$236$205$31.6$16.2$14.0$2.17
2015Detailed filing. Detailed filing data is available for this year.$220$191$29.5$14.0$11.7$2.34
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$202$175$27.0$12.8$10.5$2.27
2013Detailed filing. Detailed filing data is available for this year.$187$162$24.5$12.8$11.0$1.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$180$156$23.1$11.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$163$142$21.0$9.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$150$130$19.6$9.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)14 • $250M-$1B nonprofits