Civic Intelligence

Credit Unions Chartered in the State of Michigan

990 • Fiscal year 2019 • EIN 38-0745805

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization ProfileWWW.CASECU.ORG

View Organization Page

PO Box 22158Lansing, MI 48909

(517) 393-7710

Siviq Scores

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

Liabilities / Assets

71st percentile

0.90x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

13.50x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Net Margin

62nd percentile

16%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

39th percentile

$383,253

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Asset Growth

42nd percentile

5.5%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

2.8%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$300,959,636

Up $15,744,264 (+5.5%) from 2018

Net Assets

Up

$29,592,771

Up $4,006,115 (+16%) from 2018

Liabilities

Up

$271,366,865

Up $11,738,149 (+4.5%) from 2018

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin62nd percentile

Revenue

Up

$20,095,348

Up $552,626 (+2.8%) from 2018

Expenses

Down

$16,949,190

Down $1,754,997 (-9.4%) from 2018

Net Income

Up

$3,146,158

Up $2,307,623 (+275%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$400M$300M$200M$100M$0Assets 2010: $193,162,751Liabilities 2010: $174,257,839Net Assets 2010: $18,904,9122010Assets 2011: $207,135,501Liabilities 2011: $186,526,287Net Assets 2011: $20,609,2142011Assets 2012: $229,275,770Liabilities 2012: $207,754,345Net Assets 2012: $21,521,4252012Assets 2013: $237,523,597Liabilities 2013: $217,065,633Net Assets 2013: $20,457,9642013Assets 2014: $240,675,063Liabilities 2014: $218,257,466Net Assets 2014: $22,417,5972014Assets 2015: $253,718,743Liabilities 2015: $229,498,847Net Assets 2015: $24,219,8962015Assets 2016: $274,517,380Liabilities 2016: $249,309,904Net Assets 2016: $25,207,4762016Assets 2017: $278,002,102Liabilities 2017: $253,014,447Net Assets 2017: $24,987,6552017Assets 2018: $285,215,372Liabilities 2018: $259,628,716Net Assets 2018: $25,586,6562018Assets 2019: $300,959,636Liabilities 2019: $271,366,865Net Assets 2019: $29,592,7712019Assets 2020: $357,531,798Liabilities 2020: $322,028,664Net Assets 2020: $35,503,1342020Assets 2021: $383,174,122Liabilities 2021: $344,991,493Net Assets 2021: $38,182,6292021Assets 2022: $396,816,157Liabilities 2022: $365,426,170Net Assets 2022: $31,389,9872022Assets 2023: $392,281,189Liabilities 2023: $360,226,482Net Assets 2023: $32,054,7072023Assets 2024: $387,984,817Liabilities 2024: $353,758,606Net Assets 2024: $34,226,2112024

Highlighted filing

2019

Assets$300,959,636
Liabilities$271,366,865
Net Assets$29,592,771
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $10,424,3342010Expenses 2011: $9,891,7672011Revenue 2012: $12,588,858Expenses 2012: $11,694,705Net Income 2012: $894,1532012Revenue 2013: $14,991,163Expenses 2013: $15,291,575Net Income 2013: -$300,4122013Revenue 2014: $16,555,717Expenses 2014: $14,122,555Net Income 2014: $2,433,1622014Revenue 2015: $16,421,339Expenses 2015: $14,378,322Net Income 2015: $2,043,0172015Revenue 2016: $17,981,245Expenses 2016: $16,090,669Net Income 2016: $1,890,5762016Revenue 2017: $18,745,774Expenses 2017: $18,939,182Net Income 2017: -$193,4082017Revenue 2018: $19,542,722Expenses 2018: $18,704,187Net Income 2018: $838,5352018Revenue 2019: $20,095,348Expenses 2019: $16,949,190Net Income 2019: $3,146,1582019Revenue 2020: $20,950,922Expenses 2020: $15,900,220Net Income 2020: $5,050,7022020Revenue 2021: $20,620,547Expenses 2021: $16,856,432Net Income 2021: $3,764,1152021Revenue 2022: $20,419,805Expenses 2022: $20,258,407Net Income 2022: $161,3982022Revenue 2023: $23,816,392Expenses 2023: $23,010,541Net Income 2023: $805,8512023Revenue 2024: $26,422,134Expenses 2024: $23,995,054Net Income 2024: $2,427,0802024

Highlighted filing

2019

Revenue$20,095,348
Expenses$16,949,190
Net Income$3,146,158
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$23,658,495
Mission and Program Overview

Mission

To assist members and employees to achieve financial success through service that is superior, convenient, and easy to use.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$215,456,871$240,617,286▲ $25,160,415
Investments Other Securities$34,028,913$32,179,962▼ $1,848,951
Rtn Earn Endowment Incm Other Fnds$25,586,656$29,592,771▲ $4,006,115
Land, Buildings, and Equipment, Net$10,986,369$10,916,731▼ $69,638
Cash and Non-Interest-Bearing Accounts$5,221,642$4,873,523▼ $348,119
Receivables From Officers Etc$4,242,215$4,359,876▲ $117,661
Savings and Temporary Cash Investments$10,093,450$3,013,336▼ $7,080,114
Accounts Receivable$686,948$530,720▼ $156,228
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$285,215,372$300,959,636▲ $15,744,264
Other Assets Total$4,498,964$4,468,202▼ $30,762
Liabilities
Other Liabilities$255,121,226$266,293,340▲ $11,172,114
Accounts Payable and Accrued Expenses$4,127,255$4,609,573▲ $482,318
Escrow Account Liability$380,235$463,952▲ $83,717
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$259,628,716$271,366,865▲ $11,738,149
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,586,656$29,592,771▲ $4,006,115
Total Liabilities and Net Assets / Fund Balance$285,215,372$300,959,636▲ $15,744,264

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,038,269$3,457,379$8,495,648
Equipment$1,325,110$5,893,366$7,218,476
Land$4,281,688-$4,281,688
Other Land Buildings$271,664-$271,664
Leasehold Improvements-$1,028$1,028
Other Securities$600,000--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey BensonPresident and CEOFT$335,583$47,670$383,253
Chad RolstonVP of Information SystemsFT$130,270$7,459$137,729
Bryanna BenoitVice President of Finance/CFOFT$103,022$10,858$113,880

Board Members and Trustees

NameTitle
William Brewer IiBoard Chair
Craig GodfreyBoard Vice Chair
April ClarkBoard Member
Baldomero GarciaBoard Member
Fred GoersBoard Member
Reniero AroazBoard Member
Samuel DuncanBoard Member
Jane OlneyBoard Secretary
Karen SpottsBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservTechnology75 REMITTANCE DRIVE STE 1649, Chicago, IL 60675$958,168
Foster Swift Collins Smith PCLegal & Collections313 S WASHINGTON SQUARE, Lansing, MI 48933$126,799
Allied SolutionsFinancial Services350 VETERANS WAY, Carmel, IN 46032$121,065
Diebold Nixdorf INCTechnologyPO BOX 643543, Pittsburgh, PA 15264-3543$103,456
Cornelius Systems INCTechnology (atm)1302 ANDERSON ROAD, Clawson, MI 48017$100,041
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,895,726
Investment Income
$2,199,622
Other Revenue
$0
Change in Net Assets
$3,146,158

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,095,348
Total Revenue per Audited Statements
$20,095,348
Total Revenue per Form 990
$20,095,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,618,539
Salaries, Compensation, and Employee Benefits$5,867,412
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,299,604
Information Technology---$1,537,878
Benefits to Members---$1,463,239
All Other Expenses---$1,271,674
Depreciation Depletion---$942,195
Occupancy---$657,268
Other Employee Benefits---$509,003
Current Officers, Directors, Trustees, and Key Employees---$497,133
Advertising---$455,677
Payroll Taxes---$436,844
Office Expenses---$381,836
Interest---$326,869
Other Expenses---$307,571
Fees for Services Other---$238,330
Pension Plan Contributions---$124,828
Insurance---$79,223
Travel---$64,112
Fees for Services Accounting---$58,742
Conferences and Meetings---$54,512
Total Functional Expenses$0$0$0$16,949,190

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,949,190
Total Expenses per Audited Statements$16,949,190
Total Expenses per Form 990$16,949,190
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$4,242,215$4,359,876▲ $117,661
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARES$251,293,340
Fhlb Advance$15,000,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“All members owning a share account are members of the credit union.”

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

“All members of the credit union are owner members. As such, each member has one vote during the annual election of board of director members.”

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

“After being prepared by an independent accounting firm, the form 990 is provided electronically to the board of directors, audit committee, and officers of the credit union for review prior to filing.”

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

“All contracts entered into must be approved by senior management. Gifts are not to be accepted. If gifts are accepted, they are to be reported to senior management or the board of directors. Board members, and all officers and employees annually sign the credit union's code of conduct, which includes the conflict of interest policy. The conflict of interest policy is reviewed by the human resources department. If a conflict is present, it is presented to the president/ceo to determine appropriate resolution.”

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

“The board of directors has a formal compensation committee who determines the compensation package of the president/ceo on an annual basis. The committee uses comparability data from credit union consultants to determine compensation. This review was last conducted in january 2020.”

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

“Case credit union compares all positions in the credit union to the other credit unions throughout michigan and sets compensation accordingly.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policies are available upon request to the public. Financial statements are posted in the lobbies of each branch, annual reports are available at the annual membership meeting, and the quarterly call report is posted publicly on the ncua's website.”

Filing and Contact Details

Filer

Filer Name
Credit Unions Chartered in The State of MI 98
EIN
38-0745805
In Care Of
% JEFFERY BENSON
Phone
5173937710
Address
PO BOX 22158, LANSING, MI 48909
Doing Business As
Case Credit Union

Signing Officer

Name
Jeffrey Benson
Title
President/CEO
Phone
5173937710
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Benson
Formed
1936
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
181
Volunteers
9

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Michael J Summers
Phone
3173834000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Membership fees $ 4,016 postretirement benefit plans (47,996) total $(43,980)”

Form 990, Part XI, Line 9

“Membership fees are a charge to become part of the membership of CASE Credit Union and are not treated as income. The funds from the membership fee are directly added to equity for every membership account that is opened during the year as ownership within the organization.”

Financial Statement Notes

Schedule D, Part IV, Line 2B

“Escrow account: escrow accounts are utilized to collect funds from members for the purpose of paying real estate taxes and insurance on real estate loans.”

Schedule D, Part X, Line 2

“Fin 48 disclosure: management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML AppendixShowing 400 of 602 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/Desc0CASE CREDIT UNION OFFERS A WIDE VARIETY OF CONSUMER AND BUSINESS LOAN PRODUCTS TO MEET THE NEEDS OF OUR MEMBERS. THESE LOANS INCLUDE AUTO/RV, PERSONAL, EDUCATIONAL, HOME EQUITY, BUSINESS, 1ST MORTGAGE, AND CREDIT CARDS. OUR LOAN PRODUCTS ARE TAILORED TO FIT THE NEEDS AND WANTS OF OUR MEMBERSHIP AND INCLUDE FEATURES SUCH AS SKIP-A-PAYMENT, COMPETITIVE RATES, AUTOMATIC PAYMENT OPTIONS AND LOAN PROTECTION OPTIONS. LOANS CAN BE APPLIED FOR IN PERSON AT ANY OF OUR SEVEN BRANCHES, BY PHONE, FAX, WEBSITE AND THROUGH DEALER DIRECT LOANS AT MANY AREA DEALERSHIPS.
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IRS990/Form990PartVIISectionAGrp/PersonNm8KAREN SPOTTS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF INFORMATION SYSTEMS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT OF FINANCE/CFO
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/MissionDesc0TO ASSIST MEMBERS AND EMPLOYEES TO ACHIEVE FINANCIAL SUCCESS THROUGH SERVICE THAT IS SUPERIOR, CONVENIENT, AND EASY TO USE.
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IRS990/OfficeExpensesGrp/TotalAmt0381836
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IRS990/OperateHospitalInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt04468202
IRS990/OtherChangesInNetAssetsAmt0-43980
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0509003
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IRS990/OtherExpensesGrp/Desc1LOAN SERVICES
IRS990/OtherExpensesGrp/Desc2MEMBER STATEMENT DATA MAIL
IRS990/OtherExpensesGrp/Desc3ATM EXPENSES
IRS990/OtherExpensesGrp/TotalAmt01180000
IRS990/OtherExpensesGrp/TotalAmt11830589
IRS990/OtherExpensesGrp/TotalAmt2232063
IRS990/OtherExpensesGrp/TotalAmt3307571
IRS990/OtherLiabilitiesGrp/BOYAmt0255121226
IRS990/OtherLiabilitiesGrp/EOYAmt0266293340
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IRS990/OtherSalariesAndWagesGrp/TotalAmt04299604
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0215456871
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0240617286
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt0436844
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0124828
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt426905
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt126905
IRS990/ProgSrvcAccomActy2Grp/Desc0CASE CREDIT UNION HAS OVER 44,000 MEMBERS. OUR MEMBERS ENJOY A WIDE VARIETY OF SAVINGS OPTIONS TO SUIT THEIR INDIVIDUAL NEEDS. WE OFFER SEVERAL SAVINGS AND CHECKING OPTIONS, MONEY MARKET ACCOUNTS, TERM DEPOSITS, IRA'S AND CHRISTMAS CLUB ACCOUNTS. ALL MEMBERS ARE REQUIRED TO MAINTAIN A $5 SHARE DEPOSIT TO CONTINUE THEIR MEMBERSHIP. OUR RATES AND PRODUCT OFFERINGS ARE COMPETITIVE.
IRS990/ProgSrvcAccomActy3Grp/Desc0CASE CREDIT UNION OFFERS A WIDE VARIETY OF ELECTRONIC SERVICES. THE SERVICES ARE FREE FOR MEMBERS. SERVICES INCLUDE BUT ARE NOT LIMITED TO ONLINE BANKING, BILL PAY, MOBILE BANKING, TEXT BANKING, QUICKEN, FINANCE WORKS, TELEPHONE BANKING, CONTACT CENTER, ONLINE LOAN APPLICATIONS, AND POP MONEY (FUNDS TRANSFER).
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IRS990/PYTotalExpensesAmt018704187
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$300,959,636
Liabilities
$271,366,865
Net assets
$29,592,771
Revenue
$20,095,348
Expenses
$16,949,190
Net income
$3,146,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$388$354$34.2$26.4$24.0$2.43
2023Detailed filing. Detailed filing data is available for this year.$392$360$32.1$23.8$23.0$0.81
2022Detailed filing. Detailed filing data is available for this year.$397$365$31.4$20.4$20.3$0.16
2021Detailed filing. Detailed filing data is available for this year.$383$345$38.2$20.6$16.9$3.76
2020Detailed filing. Detailed filing data is available for this year.$358$322$35.5$21.0$15.9$5.05
2019Detailed filing. Detailed filing data is available for this year.$301$271$29.6$20.1$16.9$3.15
2018Detailed filing. Detailed filing data is available for this year.$285$260$25.6$19.5$18.7$0.84
2017Detailed filing. Detailed filing data is available for this year.$278$253$25.0$18.7$18.9$0.19
2016Detailed filing. Detailed filing data is available for this year.$275$249$25.2$18.0$16.1$1.89
2015Detailed filing. Detailed filing data is available for this year.$254$229$24.2$16.4$14.4$2.04
2014Detailed filing. Detailed filing data is available for this year.$241$218$22.4$16.6$14.1$2.43
2013Detailed filing. Detailed filing data is available for this year.$238$217$20.5$15.0$15.3$0.30
2012Summary only. Only limited summary data is available for this year.$229$208$21.5$12.6$11.7$0.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$187$20.6$9.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$193$174$18.9$10.4
Peer Organizations

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