Civic Intelligence

Credit Unions Chartered in the State of Michigan

990 • Fiscal year 2018 • EIN 38-1379433

Jun 01, 2018 to Dec 31, 2018 • Filed on Sep 24, 2019

Organization ProfileWWW.PFCU4ME.COM

View Organization Page

9077 Charlotte HighwayPortland, MI 48875-8417

(517) 647-7571

Siviq Scores

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

Liabilities / Assets

40th percentile

0.88x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

28.58x

Higher debt load relative to revenue than 100% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Net Margin

17th percentile

8.7%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

$535,594,031

No earlier filing loaded for comparison.

Net Assets

$62,170,984

No earlier filing loaded for comparison.

Liabilities

$473,423,047

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin17th percentile

Revenue

$16,566,357

No earlier filing loaded for comparison.

Expenses

$15,124,845

No earlier filing loaded for comparison.

Net Income

$1,441,512

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0B$500M$0Assets 2018: $535,594,031Liabilities 2018: $473,423,047Net Assets 2018: $62,170,9842018Assets 2019: $578,173,637Liabilities 2019: $512,554,542Net Assets 2019: $65,619,0952019Assets 2020: $691,413,181Liabilities 2020: $622,741,229Net Assets 2020: $68,671,9522020Assets 2021: $778,796,004Liabilities 2021: $706,557,288Net Assets 2021: $72,238,7162021Assets 2022: $790,319,803Liabilities 2022: $723,066,754Net Assets 2022: $67,253,0492022Assets 2023: $807,318,625Liabilities 2023: $734,716,777Net Assets 2023: $72,601,8482023Assets 2024: $818,132,214Liabilities 2024: $735,764,595Net Assets 2024: $82,367,6192024

Highlighted filing

2018

Assets$535,594,031
Liabilities$473,423,047
Net Assets$62,170,984
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0Revenue 2018: $16,566,357Expenses 2018: $15,124,845Net Income 2018: $1,441,5122018Revenue 2019: $31,907,773Expenses 2019: $29,418,402Net Income 2019: $2,489,3712019Revenue 2020: $31,747,235Expenses 2020: $29,215,869Net Income 2020: $2,531,3662020Revenue 2021: $33,015,111Expenses 2021: $26,755,809Net Income 2021: $6,259,3022021Revenue 2022: $35,812,251Expenses 2022: $30,020,235Net Income 2022: $5,792,0162022Revenue 2023: $42,104,836Expenses 2023: $38,372,237Net Income 2023: $3,732,5992023Revenue 2024: $48,550,081Expenses 2024: $43,216,908Net Income 2024: $5,333,1732024

Highlighted filing

2018

Revenue$16,566,357
Expenses$15,124,845
Net Income$1,441,512
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to Dec 31, 2018
Signed
Sep 24, 2019
Return Version
2018v3.1
Gross Receipts
$21,244,241
Mission and Program Overview

Mission

Local people dedicated to hometown service one member at a time, anytime.

We are committed to the communities that we serve by providing products and services to exceed their lifelong goals. We will be our members' primary financial institution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$255,829,227$354,087,642▲ $98,258,415
Savings and Temporary Cash Investments$14,258,084$71,214,650▲ $56,956,566
Rtn Earn Endowment Incm Other Fnds$33,401,980$62,170,984▲ $28,769,004
Investments in Publicly Traded Securities$9,337,015$47,570,443▲ $38,233,428
Investments Other Securities$31,558,900$31,293,700▼ $265,200
Land, Buildings, and Equipment, Net$6,360,964$11,927,586▲ $5,566,622
Cash and Non-Interest-Bearing Accounts$1,671,703$6,033,360▲ $4,361,657
Intangible Assets-$4,387,376-
Prepaid Expenses and Deferred Charges$546,948$1,469,753▲ $922,805
Accounts Receivable$14,985$398,117▲ $383,132
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$323,312,457$535,594,031▲ $212,281,574
Other Assets Total$3,734,631$7,211,404▲ $3,476,773
Liabilities
Other Liabilities$289,116,062$470,192,984▲ $181,076,922
Accounts Payable and Accrued Expenses$794,415$3,230,063▲ $2,435,648
Total Liabilities$289,910,477$473,423,047▲ $183,512,570
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,401,980$62,170,984▲ $28,769,004
Total Liabilities and Net Assets / Fund Balance$323,312,457$535,594,031▲ $212,281,574

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,821,308-$8,821,308
Land$1,552,527-$1,552,527
Equipment$1,401,697-$1,401,697
Leasehold Improvements$152,054-$152,054
Other Securities$28,912,736--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harvey HoskinsCEOFT$132,525$13,377$145,902
Tammy L BengelCFOFT$69,712$13,064$82,776

Board Members and Trustees

NameTitle
Michael WardChairperson
Brad McfaulVice Chairperson
Chad BurkeBod Member
Erin GormanBod Member
Rachel HaskinBod Member
Ray VanhecekeBod Member
Ronald GreenBod Member
Virgil BuddBod Member
CharlieSchaufele
Daniel SchraubenSecretary
Frank MasonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
WorldpayDebit/credit Cards8500 GOVERNORS HILL DR, Symmes Township, OH 45249$754,551
Member Driven TechnologiesCore Computer System30230 ORCHARD LAKE RD STE 260, Farmington Hills, MI 48834$741,238
Informa SystemsAtms/itms5170 HARTSHORN DR, Flushing, MI 48433$254,190
FiservDebit/credit Cards255 FISERV DRIVE, Brookfield, WI 53045$228,772
Q2Digital Banking13785 RESEARCH BLVD STE 150, Austin, TX 78750$200,484
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,823,378
Investment Income
$1,742,979
Other Revenue
$0
Change in Net Assets
$1,441,512

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,566,357
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$16,566,357
Total Revenue per Form 990
$16,566,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,443,631
Salaries, Compensation, and Employee Benefits$6,650,730
Grants and Similar Amounts Paid$30,484
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,362,292
Office Expenses---$1,478,153
Other Employee Benefits---$1,246,192
Interest---$1,243,710
Information Technology---$675,572
Occupancy---$488,111
Advertising---$480,921
Other Expenses---$446,744
Pension Plan Contributions---$423,664
Depreciation Depletion---$400,422
Payroll Taxes---$389,904
Current Officers, Directors, Trustees, and Key Employees---$228,678
Travel---$97,875
Fees for Services Other---$87,985
Insurance---$59,706
All Other Expenses---$59,457
Grants to Domestic Orgs---$30,484
Payments to Affiliates---$19,981
Fees for Service Investment Mgmnt Fees---$18,850
Fees for Services Accounting---$17,487
Total Functional Expenses$0$0$0$15,124,845

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,124,845
Total Expenses per Audited Statements$15,124,845
Total Expenses per Form 990$15,124,845
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share and Savings$470,192,984
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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

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

“The credit union field of membership has authority to elect and re-elect every two years the board of directors and the members of the supervisory committee.”

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

“The credit union's membership voted on a charter change and merger during 2018. Effective june 1, 2018 portland federal credit union became state chartered and changed its' name to pfcu. Effective july 1st 2018 pfcu merged with sagelink credit union.”

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

“We have engaged doeren mayhew to prepare form 990. Once they have completed a draft of the filing, the vice president of accounting will review the form. Once approved, form 990 is e-filed with the irs.”

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

“The organization has a conflict of interest clause in the employee handbook. This handbook is reviewed and signed by each employee each year.”

Form 990, Part VI, Section B, Line 15

“The board chair performs a review of the ceo. The board of directors collectively determines the ceo's compensation utilizing the cuna salary survey as a reference. The ceo and the executive v.p. Determine the salary for the cfo and utilize the cuna salary survey as a reference.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policies are not made available to the public. Quarterly financial statements are made available to the public on the ncua's website via the 5300 call report filing.”

Filing and Contact Details

Filer

Filer Name
Pfcu
EIN
38-1379433
Phone
5176477571
Address
9077 CHARLOTTE HIGHWAY, PORTLAND, MI 48875-8417

Signing Officer

Name
Tammy L Bengel
Title
CFO
Phone
5176477571
Signed
2019-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harvey Hoskins
Formed
1947
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
200
Volunteers
16

Preparer

Firm
Doeren Mayhew
Address
305 WEST BIG BEAVER ROAD, TROY, MI 48084
Preparer
Robert Parks
Phone
2482443000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Pfcu merged with sagelink credit union july 1st 2018.”

Form 990, Part IX, Line 24E

“Miscellaneous 38,994. Training/development/education 20,463.”

FORM 990, PART XI, LINE 9:

“Equity acquired through merger 27,136,582.”

Form 990, Part XII, Line 2C

“There were no changes in the process of the committee that assumes responsibility of the oversight of the audit and selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt from most federal, state, and local taxes under the provisions of the internal revenue code and state tax laws. The income taxes topic of the fasb asc clarifies accounting for uncertainty in income taxes reported in the financial statements. The interpretation provides criteria for assessment of individual tax positions and a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability upon examination by tax authorities. The credit union is a state-chartered credit union as defined in internal revenue code (irc) section 501(c)(14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities directly related to its exempt purposes. However, irc section 511 imposes a tax on the unrelated business income (ubi) derived by state-chartered credit unions. Beginning in march 2008, the internal revenue service (irs) released technical advice memorandums (tams) to specific state-chartered credit unions specifying the revenue sources subject to unrelated business income tax (ubit). Ubi may also be subject to tax in certain states. Management has assessed the credit union's activities and any potential federal or state income tax liability and determined that the credit union has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Additionally, no interest and penalties have been recorded in the accompanying financial statements related to uncertain tax positions. Currently, the 2017, 2016, 2015, and 2014 federal income tax returns are open for examination by the irs. The filing years open for examination by the state, if applicable, may be equal to, greater than or less than the years open for examination by the irs.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt2BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt9SCHAUFELE
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01947
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0158116
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030484
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04836000
IRS990/GrossReceiptsAmt021244241
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0675572
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/TotalAmt059706
IRS990/IntangibleAssetsGrp/EOYAmt04387376
IRS990/InterestGrp/TotalAmt01243710
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01584863
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01584863
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt031558900
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt031293700
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09337015
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047570443
IRS990/IRPDocumentCnt04928
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt011927586
IRS990/LandBldgEquipCostOrOtherBssAmt011927586
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04677884
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LOCAL PEOPLE DEDICATED TO HOMETOWN SERVICE ONE MEMBER AT A TIME, ANYTIME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033401980
IRS990/NetAssetsOrFundBalancesEOYAmt062170984
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0158116
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0158116
IRS990/NetUnrelatedBusTxblIncmAmt049555
IRS990/NetUnrlzdGainsLossesInvstAmt0190910
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0488111
IRS990/OfficeExpensesGrp/TotalAmt01478153
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03734631
IRS990/OtherAssetsTotalGrp/EOYAmt07211404
IRS990/OtherChangesInNetAssetsAmt027136582
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01246192
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2DEBIT/CREDIT EXPENSES
IRS990/OtherExpensesGrp/Desc3MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt01046879
IRS990/OtherExpensesGrp/TotalAmt1939066
IRS990/OtherExpensesGrp/TotalAmt2882712
IRS990/OtherExpensesGrp/TotalAmt3446744
IRS990/OtherLiabilitiesGrp/BOYAmt0289116062
IRS990/OtherLiabilitiesGrp/EOYAmt0470192984
IRS990/OtherSalariesAndWagesGrp/TotalAmt04362292
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0255829227
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0354087642
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt019981
IRS990/PayrollTaxesGrp/TotalAmt0389904
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0423664
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0546948
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01469753
IRS990/PrincipalOfficerNm0HARVEY HOSKINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0LOANS TO MEMBERS
IRS990/ProgramServiceRevenueGrp/Desc1FEES/CHARGES/OTHER
IRS990/ProgramServiceRevenueGrp/Desc2NON MEMBER ATMS
IRS990/ProgramServiceRevenueGrp/Desc3SHARES BRANCHING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010468359
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14298917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010468359
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14298917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt233129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt322973
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt033129
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt122973
IRS990/ProgSrvcAccomActy2Grp/Desc0AS OF DECEMBER 2018, PFCU HAD 30,953 LOANS OUTSTANDING INCLUDING PERSONAL, HOME EQUITY, MORTGAGE AND CREDIT CARD LOANS.
IRS990/ProgSrvcAccomActy3Grp/Desc0PFCU OFFERS AUTOMATED TELLER MACHINES, ITM MACHINES AND VARIOUS INSURANCE PROGRAMS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/ReconcilationRevenueExpnssAmt01441512
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt033401980
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt062170984
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014258084
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071214650
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08821308
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08821308
IRS990ScheduleD/EquipmentGrp/BookValueAmt01401697
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01401697
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt015124845
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01552527
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01552527
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0152054
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0152054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0470192984
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE AND SAVINGS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01131500
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11249464
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt228912736
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PERPETUAL CONTRIBUTED CAPITAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FHLB STOCK
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt016566357
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT FROM MOST FEDERAL, STATE, AND LOCAL TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE AND STATE TAX LAWS. THE INCOME TAXES TOPIC OF THE FASB ASC CLARIFIES ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES REPORTED IN THE FINANCIAL STATEMENTS. THE INTERPRETATION PROVIDES CRITERIA FOR ASSESSMENT OF INDIVIDUAL TAX POSITIONS AND A PROCESS FOR RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. TAX POSITIONS ARE EVALUATED ON WHETHER THEY MEET THE "MORE LIKELY THAN NOT" STANDARD FOR SUSTAINABILITY UPON EXAMINATION BY TAX AUTHORITIES. THE CREDIT UNION IS A STATE-CHARTERED CREDIT UNION AS DEFINED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(14). AS SUCH, THE CREDIT UNION IS EXEMPT FROM FEDERAL TAXATION OF INCOME DERIVED FROM THE PERFORMANCE OF ACTIVITIES DIRECTLY RELATED TO ITS EXEMPT PURPOSES. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON THE UNRELATED BUSINESS INCOME (UBI) DERIVED BY STATE-CHARTERED CREDIT UNIONS. BEGINNING IN MARCH 2008, THE INTERNAL REVENUE SERVICE (IRS) RELEASED TECHNICAL ADVICE MEMORANDUMS (TAMS) TO SPECIFIC STATE-CHARTERED CREDIT UNIONS SPECIFYING THE REVENUE SOURCES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). UBI MAY ALSO BE SUBJECT TO TAX IN CERTAIN STATES. MANAGEMENT HAS ASSESSED THE CREDIT UNION'S ACTIVITIES AND ANY POTENTIAL FEDERAL OR STATE INCOME TAX LIABILITY AND DETERMINED THAT THE CREDIT UNION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. CURRENTLY, THE 2017, 2016, 2015, AND 2014 FEDERAL INCOME TAX RETURNS ARE OPEN FOR EXAMINATION BY THE IRS. THE FILING YEARS OPEN FOR EXAMINATION BY THE STATE, IF APPLICABLE, MAY BE EQUAL TO, GREATER THAN OR LESS THAN THE YEARS OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011927586
IRS990ScheduleD/TotalBookValueSecuritiesAmt031293700
IRS990ScheduleD/TotalExpensesPerForm990Amt015124845
IRS990ScheduleD/TotalLiabilityAmt0470192984
IRS990ScheduleD/TotalRevenuePerForm990Amt016566357
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016566357
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015124845
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PFCU MERGED WITH SAGELINK CREDIT UNION JULY 1ST 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION FIELD OF MEMBERSHIP HAS AUTHORITY TO ELECT AND RE-ELECT EVERY TWO YEARS THE BOARD OF DIRECTORS AND THE MEMBERS OF THE SUPERVISORY COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CREDIT UNION'S MEMBERSHIP VOTED ON A CHARTER CHANGE AND MERGER DURING 2018. EFFECTIVE JUNE 1, 2018 PORTLAND FEDERAL CREDIT UNION BECAME STATE CHARTERED AND CHANGED ITS' NAME TO PFCU. EFFECTIVE JULY 1ST 2018 PFCU MERGED WITH SAGELINK CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WE HAVE ENGAGED DOEREN MAYHEW TO PREPARE FORM 990. ONCE THEY HAVE COMPLETED A DRAFT OF THE FILING, THE VICE PRESIDENT OF ACCOUNTING WILL REVIEW THE FORM. ONCE APPROVED, FORM 990 IS E-FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A CONFLICT OF INTEREST CLAUSE IN THE EMPLOYEE HANDBOOK. THIS HANDBOOK IS REVIEWED AND SIGNED BY EACH EMPLOYEE EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD CHAIR PERFORMS A REVIEW OF THE CEO. THE BOARD OF DIRECTORS COLLECTIVELY DETERMINES THE CEO'S COMPENSATION UTILIZING THE CUNA SALARY SURVEY AS A REFERENCE. THE CEO AND THE EXECUTIVE V.P. DETERMINE THE SALARY FOR THE CFO AND UTILIZE THE CUNA SALARY SURVEY AS A REFERENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT MADE AVAILABLE TO THE PUBLIC. QUARTERLY FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE NCUA'S WEBSITE VIA THE 5300 CALL REPORT FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS 38,994. TRAINING/DEVELOPMENT/EDUCATION 20,463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EQUITY ACQUIRED THROUGH MERGER 27,136,582.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THERE WERE NO CHANGES IN THE PROCESS OF THE COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0323312457
IRS990/TotalAssetsEOYAmt0535594031
IRS990/TotalAssetsGrp/BOYAmt0323312457
IRS990/TotalAssetsGrp/EOYAmt0535594031

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$535,594,031
Liabilities
$473,423,047
Net assets
$62,170,984
Revenue
$16,566,357
Expenses
$15,124,845
Net income
$1,441,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$818$736$82.4$48.6$43.2$5.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$807$735$72.6$42.1$38.4$3.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$790$723$67.3$35.8$30.0$5.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$779$707$72.2$33.0$26.8$6.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$691$623$68.7$31.7$29.2$2.53
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$578$513$65.6$31.9$29.4$2.49
2018Detailed filing. Detailed filing data is available for this year.$536$473$62.2$16.6$15.1$1.44