Civic Intelligence

Planites Credit Union

EIN 36-6057472 • 501(c)14 • Chicago, IL

Profile

The credit union is a cooperative, not-for-profit financial institution organized to promote thrift and provide a safe, convenient place to save and borrow at reasonable rates of interest. The credit union exists to benefit members, not to make a profit.

300 E Randolph St 14th FloorChicago, IL 60601

www.planites.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.88x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

43rd percentile

15.20x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2025

Net Margin

45th percentile

8.6%

Higher net margin than 45% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)14 • $25M-$50M nonprofits • Source year 2025

Asset Growth

57th percentile

1.8%

Faster asset growth than 57% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

7.6%

Faster revenue growth than 47% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$37,285,245

Down $87,593 (-0.2%) from 2023

Liabilities

Down

$33,083,266

Down $179,843 (-0.5%) from 2023

Net Assets

Up

$4,201,979

Up $92,250 (+2.2%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin45th percentile

Revenue

Up

$2,053,005

Up $231,232 (+13%) from 2023

Expenses

Up

$1,960,755

Up $211,751 (+12%) from 2023

Net Income

Up

$92,250

Up $19,481 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $30,285,619Liabilities 2010: $27,483,594Net Assets 2010: $2,802,0252010Assets 2011: $28,734,921Liabilities 2011: $25,876,430Net Assets 2011: $2,858,4912011Assets 2012: $30,815,067Liabilities 2012: $27,890,674Net Assets 2012: $2,924,3932012Assets 2013: $29,689,418Liabilities 2013: $26,699,747Net Assets 2013: $2,989,6712013Assets 2014: $30,075,840Liabilities 2014: $27,024,905Net Assets 2014: $3,050,9352014Assets 2015: $30,691,001Liabilities 2015: $27,504,600Net Assets 2015: $3,186,4012015Assets 2016: $30,652,861Liabilities 2016: $27,255,463Net Assets 2016: $3,397,3982016Assets 2017: $31,272,065Liabilities 2017: $27,706,435Net Assets 2017: $3,565,6302017Assets 2018: $31,611,294Liabilities 2018: $27,948,169Net Assets 2018: $3,663,1252018Assets 2019: $32,216,535Liabilities 2019: $28,413,677Net Assets 2019: $3,802,8582019Assets 2020: $39,811,852Liabilities 2020: $35,940,747Net Assets 2020: $3,871,1052020Assets 2021: $38,342,122Liabilities 2021: $34,385,109Net Assets 2021: $3,957,0132021Assets 2022: $36,545,836Liabilities 2022: $32,508,876Net Assets 2022: $4,036,9602022Assets 2023: $37,372,838Liabilities 2023: $33,263,109Net Assets 2023: $4,109,7292023Assets 2024: $37,285,245Liabilities 2024: $33,083,266Net Assets 2024: $4,201,9792024

Highlighted filing

2024

Assets$37,285,245
Liabilities$33,083,266
Net Assets$4,201,979
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2010: $1,461,8172010Expenses 2011: $1,264,7572011Expenses 2012: $1,188,9062012Revenue 2013: $1,187,130Expenses 2013: $1,121,851Net Income 2013: $65,2792013Revenue 2014: $1,208,780Expenses 2014: $1,147,516Net Income 2014: $61,2642014Revenue 2015: $1,324,255Expenses 2015: $1,188,789Net Income 2015: $135,4662015Revenue 2016: $1,362,763Expenses 2016: $1,151,766Net Income 2016: $210,9972016Revenue 2017: $1,361,803Expenses 2017: $1,193,571Net Income 2017: $168,2322017Revenue 2018: $1,457,375Expenses 2018: $1,359,880Net Income 2018: $97,4952018Revenue 2019: $1,589,738Expenses 2019: $1,450,005Net Income 2019: $139,7332019Revenue 2020: $1,487,267Expenses 2020: $1,419,020Net Income 2020: $68,2472020Revenue 2021: $1,485,511Expenses 2021: $1,399,603Net Income 2021: $85,9082021Revenue 2022: $1,440,647Expenses 2022: $1,360,700Net Income 2022: $79,9472022Revenue 2023: $1,821,773Expenses 2023: $1,749,004Net Income 2023: $72,7692023Revenue 2024: $2,053,005Expenses 2024: $1,960,755Net Income 2024: $92,2502024

Highlighted filing

2024

Revenue$2,053,005
Expenses$1,960,755
Net Income$92,250
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,285,245
Liabilities
$33,083,266
Net assets
$4,201,979
Revenue
$2,053,005
Expenses
$1,960,755
Net income
$92,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.3$33.1$4.20$2.05$1.96$0.09
2023Detailed filing. Detailed filing data is available for this year.$37.4$33.3$4.11$1.82$1.75$0.07
2022Detailed filing. Detailed filing data is available for this year.$36.5$32.5$4.04$1.44$1.36$0.08
2021Detailed filing. Detailed filing data is available for this year.$38.3$34.4$3.96$1.49$1.40$0.09
2020Detailed filing. Detailed filing data is available for this year.$39.8$35.9$3.87$1.49$1.42$0.07
2019Detailed filing. Detailed filing data is available for this year.$32.2$28.4$3.80$1.59$1.45$0.14
2018Detailed filing. Detailed filing data is available for this year.$31.6$27.9$3.66$1.46$1.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$31.3$27.7$3.57$1.36$1.19$0.17
2016Detailed filing. Detailed filing data is available for this year.$30.7$27.3$3.40$1.36$1.15$0.21
2015Detailed filing. Detailed filing data is available for this year.$30.7$27.5$3.19$1.32$1.19$0.14
2014Detailed filing. Detailed filing data is available for this year.$30.1$27.0$3.05$1.21$1.15$0.06
2013Detailed filing. Detailed filing data is available for this year.$29.7$26.7$2.99$1.19$1.12$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$27.9$2.92$1.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.7$25.9$2.86$1.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$27.5$2.80$1.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 13, 2025
Return Version
2024v5.0
Gross Receipts
$2,053,005
Mission and Program Overview

Mission

The credit union is a cooperative, not-for-profit financial institution organized to promote thrift and provide a safe, convenient place to save and borrow at reasonable rates of interest. The credit union exists to benefit members, not to make a profit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$17,916,832$18,779,493▲ $862,661
Investments Program Related$18,090,949$16,941,669▼ $1,149,280
Rtn Earn Endowment Incm Other Fnds$4,109,729$4,201,979▲ $92,250
Savings and Temporary Cash Investments$704,901$885,718▲ $180,817
Cash and Non-Interest-Bearing Accounts$192,963$170,204▼ $22,759
Land, Buildings, and Equipment, Net$34,751$35,883▲ $1,132
Prepaid Expenses and Deferred Charges$25,201$34,561▲ $9,360
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$37,372,838$37,285,245▼ $87,593
Other Assets Total$407,241$437,717▲ $30,476
Liabilities
Other Liabilities$32,939,284$32,888,159▼ $51,125
Accounts Payable and Accrued Expenses$323,825$195,107▼ $128,718
Total Liabilities$33,263,109$33,083,266▼ $179,843
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,109,729$4,201,979▲ $92,250
Total Liabilities and Net Assets / Fund Balance$37,372,838$37,285,245▼ $87,593

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,883$198,529$234,412
Investment Program Related Org$499,659--
Compensation and Service Providers
Top Officer Pay11th percentile

Board Members and Trustees

NameTitle
James BurdaChairman of the Board
Danny ValkanosPresident
Thomas LubbenVice Chairperson
Chris LodicoDirector
Dan GierkeDirector
Jen CernakDirector
Joe DanahyDirector
John KoskyDirector
Karen NunnDirector
Kristine BarchardDirector
Robert MajerusDirector
Wil MatthewsDirector
Susan GajdaSecretary
Gabrielle RuizTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthcare Service CorporationEmployee Leasing300 EAST RANDOLPH STREET, Chicago, IL 60601$619,530
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,412,868
Investment Income
$640,137
Other Revenue
$0
Change in Net Assets
$92,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,960,755
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$664,086
Other Expenses---$124,830
All Other Expenses---$74,412
Office Expenses---$53,565
Insurance---$22,959
Conferences and Meetings---$21,445
Fees for Services Accounting---$15,000
Advertising---$14,752
Fees for Services Legal---$4,178
Total Functional Expenses$0$0$0$1,960,755
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
Regular Shares$14,769,070
Certificates$13,610,250
Share Drafts$2,668,231
Ira Accounts$1,048,440
Club Accounts$792,168
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
Yes
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

“The credit union is a cooperative nonprofit association organized under the state of illinois credit union act whose membership includes employees of health care service corporation. A member is defined as any individual that has a deposit account at the credit union.”

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

“Members of the credit union elect the board of directors at their annual meeting.”

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

“The tax manager for the sponsor company reviews the 990 under the supervision of board member, scott womack.”

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

“The conflict of interest policy is periodically reviewed to ensure compliance.”

Form 990, Part VI, Section B, Line 15

“Planites credit union does not have employees, but procures services from an independent contractor who compensates its employees based on industry salary surveys.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Planites Credit Union
EIN
36-6057472
Phone
3126536371
Address
300 E RANDOLPH ST 14TH FLOOR, CHICAGO, IL 60601

Signing Officer

Name
Danny Valkanos
Title
President
Phone
3126536371
Signed
2025-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danny Valkanos
Formed
1955
Legal Domicile
Il
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Selden Fox Ltd
Address
ONE PARKVIEW PLAZA SUITE 710, OAKBROOK TERRACE, IL 60181
Preparer
Michael Kram
Phone
6309541400
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 409 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02053005
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt022959
IRS990/InterestGrp/TotalAmt0664086
IRS990/InvestmentIncomeGrp/ExclusionAmt0640137
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0640137
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt018090949
IRS990/InvestmentsProgramRelatedGrp/EOYAmt016941669
IRS990/IRPDocumentCnt0593
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0198529
IRS990/LandBldgEquipBasisNetGrp/BOYAmt034751
IRS990/LandBldgEquipBasisNetGrp/EOYAmt035883
IRS990/LandBldgEquipCostOrOtherBssAmt0234412
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CREDIT UNION IS A COOPERATIVE, NOT-FOR-PROFIT FINANCIAL INSTITUTION ORGANIZED TO PROMOTE THRIFT AND PROVIDE A SAFE, CONVENIENT PLACE TO SAVE AND BORROW AT REASONABLE RATES OF INTEREST. THE CREDIT UNION EXISTS TO BENEFIT MEMBERS, NOT TO MAKE A PROFIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04109729
IRS990/NetAssetsOrFundBalancesEOYAmt04201979
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt053565
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0407241
IRS990/OtherAssetsTotalGrp/EOYAmt0437717
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEES
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM FEES
IRS990/OtherExpensesGrp/Desc2LOAN PROGRAMS
IRS990/OtherExpensesGrp/Desc3PLASTIC PROGRAMS
IRS990/OtherExpensesGrp/TotalAmt0604210
IRS990/OtherExpensesGrp/TotalAmt1205752
IRS990/OtherExpensesGrp/TotalAmt2155566
IRS990/OtherExpensesGrp/TotalAmt3124830
IRS990/OtherLiabilitiesGrp/BOYAmt032939284
IRS990/OtherLiabilitiesGrp/EOYAmt032888159
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt017916832
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt018779493
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025201
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034561
IRS990/PrincipalOfficerNm0DANNY VALKANOS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2COMMISSION/INTERCHANGE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01074991
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1258982
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt278895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01074991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1258982
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt278895
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0537057
IRS990/PYOtherExpensesAmt01749004
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01284716
IRS990/PYRevenuesLessExpensesAmt072769
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01749004
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01821773
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt092250
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04109729
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04201979
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0704901
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0885718
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt035883
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0198529
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0234412
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt016332010
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1110000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2499659
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CERTIFICATES IN OTHER FINANCIAL INSTITUTIONS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENT IN CREDIT UNION SERVICE ORGANIZATION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2US AGENCY SECURITIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014769070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1792168
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22668231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt313610250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41048440
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLUB ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4IRA ACCOUNTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035883
IRS990ScheduleD/TotalBookValueProgramRltdAmt016941669
IRS990ScheduleD/TotalLiabilityAmt032888159
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS A COOPERATIVE NONPROFIT ASSOCIATION ORGANIZED UNDER THE STATE OF ILLINOIS CREDIT UNION ACT WHOSE MEMBERSHIP INCLUDES EMPLOYEES OF HEALTH CARE SERVICE CORPORATION. A MEMBER IS DEFINED AS ANY INDIVIDUAL THAT HAS A DEPOSIT ACCOUNT AT THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE CREDIT UNION ELECT THE BOARD OF DIRECTORS AT THEIR ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX MANAGER FOR THE SPONSOR COMPANY REVIEWS THE 990 UNDER THE SUPERVISION OF BOARD MEMBER, SCOTT WOMACK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS PERIODICALLY REVIEWED TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLANITES CREDIT UNION DOES NOT HAVE EMPLOYEES, BUT PROCURES SERVICES FROM AN INDEPENDENT CONTRACTOR WHO COMPENSATES ITS EMPLOYEES BASED ON INDUSTRY SALARY SURVEYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt037372838
IRS990/TotalAssetsEOYAmt037285245
IRS990/TotalAssetsGrp/BOYAmt037372838
IRS990/TotalAssetsGrp/EOYAmt037285245
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01960755
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033263109
IRS990/TotalLiabilitiesEOYAmt033083266
IRS990/TotalLiabilitiesGrp/BOYAmt033263109
IRS990/TotalLiabilitiesGrp/EOYAmt033083266
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04109729
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04201979
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01412868
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0640137
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01412868
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02053005
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037372838
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037285245
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 E RANDOLPH ST 14TH FLOOR
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060601
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.PLANITES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANNY VALKANOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126536371
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLANITES CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0366057472
ReturnHeader/Filer/PhoneNum03126536371
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E RANDOLPH ST 14TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362985770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SELDEN FOX LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PARKVIEW PLAZA SUITE 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKBROOK TERRACE

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