Civic Intelligence

Planites Credit Union

990 • Fiscal year 2020 • EIN 36-6057472

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 04, 2021

Organization ProfileWWW.PLANITES.ORG
300 E Randolph St 14th FloorChicago, IL 60601

(312) 653-6371

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.90x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

24.17x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2020

Net Margin

32nd percentile

4.6%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2020 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2020

Asset Growth

92nd percentile

24%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-6.4%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$39,811,852

Up $7,595,317 (+24%) from 2019

Net Assets

Up

$3,871,105

Up $68,247 (+1.8%) from 2019

Liabilities

Up

$35,940,747

Up $7,527,070 (+26%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin32nd percentile

Revenue

Down

$1,487,267

Down $102,471 (-6.4%) from 2019

Expenses

Down

$1,419,020

Down $30,985 (-2.1%) from 2019

Net Income

Down

$68,247

Down $71,486 (-51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$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

2020

Assets$39,811,852
Liabilities$35,940,747
Net Assets$3,871,105
Open 2020 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,487,267
Expenses$1,419,020
Net Income$68,247
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 4, 2021
Return Version
2020v4.0
Gross Receipts
$1,487,267
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
Investments Program Related$17,132,010$20,858,010▲ $3,726,000
Other Notes and Loans Receivable, Net$14,103,180$15,058,197▲ $955,017
Rtn Earn Endowment Incm Other Fnds$3,802,858$3,871,105▲ $68,247
Savings and Temporary Cash Investments$338,473$3,373,938▲ $3,035,465
Cash and Non-Interest-Bearing Accounts$246,831$155,417▼ $91,414
Prepaid Expenses and Deferred Charges$38,891$23,631▼ $15,260
Land, Buildings, and Equipment, Net$18,843$14,536▼ $4,307
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$32,216,535$39,811,852▲ $7,595,317
Other Assets Total$338,307$328,123▼ $10,184
Liabilities
Other Liabilities$28,171,134$35,752,065▲ $7,580,931
Accounts Payable and Accrued Expenses$242,543$188,682▼ $53,861
Total Liabilities$28,413,677$35,940,747▲ $7,527,070
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,802,858$3,871,105▲ $68,247
Total Liabilities and Net Assets / Fund Balance$32,216,535$39,811,852▲ $7,595,317

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,536$160,702$175,238
Investment Program Related Org$110,000--
Compensation and Service Providers
Top Officer Pay8th percentile

Board Members and Trustees

NameTitle
James BurdaChairman of the Board
Danny ValkanosPresident
Geoff CrediPresident
Thomas LubbenVice Chairperson
Austin WaldronDirector
Dan GierkeDirector
Gabrielle RuizDirector
Jen CernakDirector
Joe DanahyDirector
John KoskyDirector
Lisa CouwenhovenDirector
Martha AlvarezDirector
Robert MajerusDirector
Wil MatthewsDirector
Susan GajdaSecretary
Scott WomackTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthcare Service CorporationEmployee Leasing300 EAST RANDOLPH STREET, Chicago, IL 60601$468,581
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,111,011
Investment Income
$376,256
Other Revenue
$0
Change in Net Assets
$68,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,419,020
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---$354,191
Other Expenses---$124,178
All Other Expenses---$50,841
Office Expenses---$45,579
Insurance---$17,583
Advertising---$13,941
Fees for Services Accounting---$12,000
Conferences and Meetings---$9,828
Fees for Services Legal---$2,512
Total Functional Expenses$0$0$0$1,419,020
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$17,425,778
Certificates$12,993,883
Share Drafts$3,047,934
Ira Accounts$1,186,248
Club Accounts$1,098,222
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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

“The sponsor company compensates employees and utilizes industry salary surveys to determine compensation.”

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
2021-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danny Valkanos
Formed
1955
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Selden Fox Ltd
Address
619 ENTERPRISE DRIVE, OAK BROOK, IL 60523-8835
Preparer
Paul J Rozek
Phone
6309541400
Raw XML AppendixShowing 400 of 417 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/ActivityOrMissionDesc0THE 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.
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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
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
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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/NetAssetsOrFundBalancesBOYAmt03802858
IRS990/NetAssetsOrFundBalancesEOYAmt03871105
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt045579
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0338307
IRS990/OtherAssetsTotalGrp/EOYAmt0328123
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEES
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM FEES
IRS990/OtherExpensesGrp/Desc2PLASTIC PROGRAMS
IRS990/OtherExpensesGrp/Desc3LOAN PROGRAMS
IRS990/OtherExpensesGrp/TotalAmt0468581
IRS990/OtherExpensesGrp/TotalAmt1185705
IRS990/OtherExpensesGrp/TotalAmt2134081
IRS990/OtherExpensesGrp/TotalAmt3124178
IRS990/OtherLiabilitiesGrp/BOYAmt028171134
IRS990/OtherLiabilitiesGrp/EOYAmt035752065
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt014103180
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt015058197
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038891
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023631
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/RelatedOrExemptFuncIncomeAmt0710238
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1304549
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt296224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0710238
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1304549
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt296224
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0402278
IRS990/PYOtherExpensesAmt01450005
IRS990/PYOtherRevenueAmt04892
IRS990/PYProgramServiceRevenueAmt01182568
IRS990/PYRevenuesLessExpensesAmt0139733
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01450005
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01589738
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt068247
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03802858
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03871105
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0338473
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03373938
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt014536
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0160702
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0175238
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt020748010
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1110000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CERTIFICATES IN OTHER FINANCIAL INSTITUTIONS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENT IN CREDIT UNION SERVICE ORGANIZATION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017425778
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11098222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23047934
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt312993883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41186248
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLUB ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4IRA ACCOUNTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014536
IRS990ScheduleD/TotalBookValueProgramRltdAmt020858010
IRS990ScheduleD/TotalLiabilityAmt035752065
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/ExplanationTxt4THE SPONSOR COMPANY COMPENSATES EMPLOYEES AND UTILIZES INDUSTRY SALARY SURVEYS TO DETERMINE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt032216535
IRS990/TotalAssetsEOYAmt039811852
IRS990/TotalAssetsGrp/BOYAmt032216535
IRS990/TotalAssetsGrp/EOYAmt039811852
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01419020
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028413677
IRS990/TotalLiabilitiesEOYAmt035940747
IRS990/TotalLiabilitiesGrp/BOYAmt028413677
IRS990/TotalLiabilitiesGrp/EOYAmt035940747
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03802858
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03871105
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01111011
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0376256
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01111011
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01487267
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032216535
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039811852
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/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.PLANITES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANNY VALKANOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126536371
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-04
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$39,811,852
Liabilities
$35,940,747
Net assets
$3,871,105
Revenue
$1,487,267
Expenses
$1,419,020
Net income
$68,247
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