Civic Intelligence

Credit Unions Chartered in the State of Michigan

990 • Fiscal year 2018 • EIN 38-1543701

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 19, 2019

Organization ProfileWWW.KALSEE.COM
2501 MillcorkKalamazoo, MI 49001

(269) 382-7800

Siviq Scores

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

Liabilities / Assets

46th percentile

0.89x

Higher debt load relative to assets than 46% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

13.67x

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

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Net Margin

52nd percentile

13%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$184,920

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Asset Growth

70th percentile

5.5%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

2.6%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$186,031,636

Up $9,713,249 (+5.5%) from 2017

Net Assets

Up

$20,822,354

Up $1,482,899 (+7.7%) from 2017

Liabilities

Up

$165,209,282

Up $8,230,350 (+5.2%) from 2017

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin52nd percentile

Revenue

Up

$12,089,796

Up $302,605 (+2.6%) from 2017

Expenses

Down

$10,491,508

Down $223,897 (-2.1%) from 2017

Net Income

Up

$1,598,288

Up $526,502 (+49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300M$200M$100M$0Assets 2010: $118,159,760Liabilities 2010: $103,695,230Net Assets 2010: $14,464,5302010Assets 2011: $129,105,055Liabilities 2011: $114,160,563Net Assets 2011: $14,944,4922011Assets 2012: $135,589,233Liabilities 2012: $119,375,049Net Assets 2012: $16,214,1842012Assets 2013: $141,888,092Liabilities 2013: $125,921,829Net Assets 2013: $15,966,2632013Assets 2014: $146,568,018Liabilities 2014: $129,664,128Net Assets 2014: $16,903,8902014Assets 2015: $163,458,448Liabilities 2015: $145,437,515Net Assets 2015: $18,020,9332015Assets 2016: $167,146,802Liabilities 2016: $149,183,331Net Assets 2016: $17,963,4712016Assets 2017: $176,318,387Liabilities 2017: $156,978,932Net Assets 2017: $19,339,4552017Assets 2018: $186,031,636Liabilities 2018: $165,209,282Net Assets 2018: $20,822,3542018Assets 2019: $191,496,362Liabilities 2019: $169,534,182Net Assets 2019: $21,962,1802019Assets 2020: $232,510,221Liabilities 2020: $208,997,578Net Assets 2020: $23,512,6432020Assets 2021: $266,232,925Liabilities 2021: $242,344,344Net Assets 2021: $23,888,5812021Assets 2022: $264,926,490Liabilities 2022: $245,475,651Net Assets 2022: $19,450,8392022Assets 2023: $275,464,551Liabilities 2023: $254,869,621Net Assets 2023: $20,594,9302023Assets 2024: $277,482,700Liabilities 2024: $253,977,278Net Assets 2024: $23,505,4222024

Highlighted filing

2018

Assets$186,031,636
Liabilities$165,209,282
Net Assets$20,822,354
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,110,4792010Expenses 2011: $6,909,2382011Expenses 2012: $7,391,2002012Revenue 2013: $8,775,945Expenses 2013: $7,810,120Net Income 2013: $965,8252013Revenue 2014: $8,930,911Expenses 2014: $8,346,841Net Income 2014: $584,0702014Revenue 2015: $9,879,931Expenses 2015: $8,724,900Net Income 2015: $1,155,0312015Revenue 2016: $11,091,664Expenses 2016: $11,296,930Net Income 2016: -$205,2662016Revenue 2017: $11,787,191Expenses 2017: $10,715,405Net Income 2017: $1,071,7862017Revenue 2018: $12,089,796Expenses 2018: $10,491,508Net Income 2018: $1,598,2882018Revenue 2019: $12,410,914Expenses 2019: $11,379,048Net Income 2019: $1,031,8662019Revenue 2020: $12,917,654Expenses 2020: $11,472,354Net Income 2020: $1,445,3002020Revenue 2021: $13,287,278Expenses 2021: $11,991,465Net Income 2021: $1,295,8132021Revenue 2022: $14,420,939Expenses 2022: $12,816,575Net Income 2022: $1,604,3642022Revenue 2023: $17,529,917Expenses 2023: $16,109,936Net Income 2023: $1,419,9812023Revenue 2024: $19,119,292Expenses 2024: $17,884,799Net Income 2024: $1,234,4932024

Highlighted filing

2018

Revenue$12,089,796
Expenses$10,491,508
Net Income$1,598,288
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 19, 2019
Return Version
2018v3.1
Gross Receipts
$12,146,902
Mission and Program Overview

Mission

To provide and promote a wide range of financial services to help our members gain personal financial success.

To provide financial services to member owners with a common bond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$136,509,467$149,415,727▲ $12,906,260
Rtn Earn Endowment Incm Other Fnds$19,339,455$20,822,354▲ $1,482,899
Investments in Publicly Traded Securities$15,029,359$12,176,219▼ $2,853,140
Land, Buildings, and Equipment, Net$6,043,182$6,019,720▼ $23,462
Investments Other Securities$5,419,637$5,455,561▲ $35,924
Savings and Temporary Cash Investments$4,900,893$3,098,429▼ $1,802,464
Cash and Non-Interest-Bearing Accounts$1,722,474$2,045,428▲ $322,954
Receivables From Officers Etc$547,238$1,513,053▲ $965,815
Prepaid Expenses and Deferred Charges$676,037$853,136▲ $177,099
Accounts Receivable$510,695$457,133▼ $53,562
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$176,318,387$186,031,636▲ $9,713,249
Other Assets Total$4,959,405$4,997,230▲ $37,825
Liabilities
Other Liabilities$155,441,750$156,612,798▲ $1,171,048
Accounts Payable and Accrued Expenses$1,537,182$8,596,484▲ $7,059,302
Total Liabilities$156,978,932$165,209,282▲ $8,230,350
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,339,455$20,822,354▲ $1,482,899
Total Liabilities and Net Assets / Fund Balance$176,318,387$186,031,636▲ $9,713,249

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,810,975$1,801,674$5,612,649
Land$1,726,565-$1,726,565
Equipment$482,180$631,038$1,113,218
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew LahmanCEOFT$138,709$46,211$184,920
Sheldon FaworskiV. PresidentFT$113,736$18,506$132,242
Amber StevensCFOFT$113,920$14,000$127,920

Board Members and Trustees

NameTitle
David StuutChairman
Joseph MartinVice Chairman
Ben DanielsonBoard Member
Brian SacjettBoard Member
Jodi K MilksBoard Member
Rudy CallenBoard Member
Michelle ShinevareBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Vantiv Holding LLCAtm/debit Card Processor8500 GOVERNORS HILL DRIVE, Symmes Township, OH 45249$793,890
Cu AnswersCore Data Processor6000 28TH ST SE STE 100, Grand Rapids, MI 49546$454,963
FisVisa Processor3031 N ROCKY POINT, Tampa, FL 33607$229,741
Secant TechnologiesIt Services6395 TECHNOLOGY AVE, Kalamazoo, MI 49009$228,264
Hyland Software INCSoftware/consulting28500 CLEMENS RD, Westlake, OH 44145$120,660
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,092,951
Investment Income
$602,606
Other Revenue
$394,239
Change in Net Assets
$1,598,288

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,089,796
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,089,796
Total Revenue per Form 990
$12,089,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,795,754
Salaries, Compensation, and Employee Benefits$3,695,754
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,293,835
Information Technology---$845,872
Interest---$782,539
Other Employee Benefits---$673,262
Office Expenses---$509,976
Current Officers, Directors, Trustees, and Key Employees---$312,840
All Other Expenses---$304,741
Advertising---$252,362
Depreciation Depletion---$251,513
Payroll Taxes---$241,225
Other Expenses---$235,598
Occupancy---$210,121
Fees for Services Other---$202,452
Pension Plan Contributions---$174,592
Travel---$100,217
Fees for Services Accounting---$81,227
Conferences and Meetings---$51,072
Insurance---$41,294
Payments to Affiliates---$32,860
Fees for Services Legal---$16,968
Total Functional Expenses$0$0$0$10,491,508

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,491,508
Total Expenses per Audited Statements$10,491,508
Total Expenses per Form 990$10,491,508
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$547,238$1,513,053▲ $965,815
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$156,612,798
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 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 credit union has a single class of members with equal rights of ownership, governance and voting.”

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

“Board members are nominated and then elected by mail vote by the membership. Results of the mail vote are announced at the annual meeting. Each board member is elected for a 3 year term.”

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

“Members of the credit union have the right to approve the governing body's election and removal of members of the governing body, as well as other matters that are subject to the approval of members of the credit union as they occur.”

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

“The form 990 is thoroughly reviewed by the cfo and the ceo prior to filing. A copy is made available to the board of directors for review.”

Form 990, Part VI, Section B, Line 15

“The compensation committee is made up of selected board of directors members, which use compensation surveys to approve compensation for the ceo. The last compensation review was performed in 2017. Key employee compensation is determined by reviews conducted by the ceo and human resources and are approved by the board of directors. The last compensation review was performed in 2017.”

Form 990, Part VI, Section C, Line 19

“Monthly financial statements are posted in the credit union's lobbies. The governing documents and the conflict of interest policy are available upon request at the main office.”

Filing and Contact Details

Filer

Filer Name
Kalsee Credit Union
EIN
38-1543701
Phone
2693827800
Address
2501 MILLCORK, KALAMAZOO, MI 49001

Signing Officer

Name
Matt Lahman
Title
CEO
Phone
2693827800
Signed
2019-09-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Lahman
Formed
1954
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
86
Volunteers
7

Preparer

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

Additional Explanations

Form 990, Part III, Line 2

“Implemented kasasa interest bearing checking accounts”

Form 990, Part III, Line 3

“Eliminated the acquisition of shared branch transactions through co-op.”

Form 990, Part IX, Line 24E

“Maintenance 218,538. Miscellaneous 60,888. Fraud/forgeries/overdraft losses 25,315.”

FORM 990, PART XI, LINE 9:

“Retiree health benefits 158 - oci -13,326. Shared branching settlement 8,251. -”

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.”

FORM 990, PART XII, LINE 2B:

“Audited financial statements are done on a fiscal year end and tax reporting is required on a calendar year end. There are no revenue or expense items reported in the audited financial statements that are not reported in form 990.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, by statute (irc section 501(c)(14)), from federal and state income taxes.”

Raw XML AppendixShowing 400 of 505 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/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9V. PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt04517
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt061623
IRS990/GrossReceiptsAmt012146902
IRS990/GroupExemptionNum01359
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0845872
IRS990/InsuranceGrp/TotalAmt041294
IRS990/InterestGrp/TotalAmt0782539
IRS990/InvestmentIncomeGrp/ExclusionAmt0598089
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0598089
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05419637
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05455561
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015029359
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012176219
IRS990/IRPDocumentCnt03593
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02432712
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06043182
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06019720
IRS990/LandBldgEquipCostOrOtherBssAmt08452432
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt057106
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03243
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt03243
IRS990/MissionDesc0TO PROVIDE AND PROMOTE A WIDE RANGE OF FINANCIAL SERVICES TO HELP OUR MEMBERS GAIN PERSONAL FINANCIAL SUCCESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019339455
IRS990/NetAssetsOrFundBalancesEOYAmt020822354
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt04517
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04517
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-110314
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0210121
IRS990/OfficeExpensesGrp/TotalAmt0509976
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04959405
IRS990/OtherAssetsTotalGrp/EOYAmt04997230
IRS990/OtherChangesInNetAssetsAmt0-5075
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0673262
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1ATM EXPENSE
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3VISA/PLASTIC CARD EXPEN
IRS990/OtherExpensesGrp/TotalAmt01074570
IRS990/OtherExpensesGrp/TotalAmt11019820
IRS990/OtherExpensesGrp/TotalAmt2782552
IRS990/OtherExpensesGrp/TotalAmt3235598
IRS990/OtherLiabilitiesGrp/BOYAmt0155441750
IRS990/OtherLiabilitiesGrp/EOYAmt0156612798
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/BusinessCd1525990
IRS990/OtherRevenueMiscGrp/BusinessCd2524298
IRS990/OtherRevenueMiscGrp/Desc0FINANCIAL SERVICES
IRS990/OtherRevenueMiscGrp/Desc1NON-MEMBER ATM FEES
IRS990/OtherRevenueMiscGrp/Desc2INSURANCE PRODUCTS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0142390
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1131099
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2117507
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0142390
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1131099
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt2117507
IRS990/OtherRevenueTotalAmt0394239
IRS990/OtherSalariesAndWagesGrp/TotalAmt02293835
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0136509467
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0149415727
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt032860
IRS990/PayrollTaxesGrp/TotalAmt0241225
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0174592
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0676037
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0853136
IRS990/PrincipalOfficerNm0MATT LAHMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1FEES/CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07359638
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13733313
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07359638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13733313
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE 13,000 CREDIT CARD, VEHICLE, REAL ESTATE, CONSTRUCTION, UNSECURED, BUSINESS, AND LINE OF CREDIT LOANS TO MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0OFFER ATM & DEBIT CARD, CHECK CASHING, WIRE TRANSFER, COURTESY PAY, MONEY ORDERS, CASHIER CHECKS, ELECTRONIC BANKING, FINANCIAL COUNSELING, INVESTMENT AND INSURANCE PROGRAMS TO ALL ELIGIBLE MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0443430
IRS990/PYOtherExpensesAmt07363734
IRS990/PYOtherRevenueAmt0385320
IRS990/PYProgramServiceRevenueAmt010958441
IRS990/PYRevenuesLessExpensesAmt01071786
IRS990/PYSalariesCompEmpBnftPaidAmt03351671
IRS990/PYTotalExpensesAmt010715405
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011787191
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0547238
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt01513053
IRS990/ReconcilationRevenueExpnssAmt01598288
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt019339455
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt020822354
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04900893
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03098429
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03810975
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01801674
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05612649
IRS990ScheduleD/EquipmentGrp/BookValueAmt0482180
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0631038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01113218
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010491508
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01726565
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01726565
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0156612798
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt012089796
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT, BY STATUTE (IRC SECTION 501(C)(14)), FROM FEDERAL AND STATE INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06019720
IRS990ScheduleD/TotalExpensesPerForm990Amt010491508
IRS990ScheduleD/TotalLiabilityAmt0156612798
IRS990ScheduleD/TotalRevenuePerForm990Amt012089796
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012089796
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010491508
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0138709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount021500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt09882
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05829
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt09000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MATTHEW LAHMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0184920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BEACON CLUB MEMBERSHIP - THIS MEMBERSHIP IS FOR KEY EMPLOYEE'S TO TAKE CLIENTS TO LUNCH/DINNER FOR BUSINESS PURPOSES ONLY. IN THE EVENT A KEY EMPLOYEE UTILIZES THE ACCOUNT FOR PERSONAL REASONS, THEY ARE RESPONSIBLE FOR THE COSTS. KALSEE PAYS $550 ANNUALLY FOR A CORPORATE MEMBERSHIP WHICH INCLUDES THE CEO, COO, CFO, AND THE BOARD OF DIRECTORS . KALSEE PAYS ANOTHER $160 FOR TWO ADDIITIONAL MEMBERS. SAM'S CLUB MEMBERSHIP WITH 8 CARDS FOR THE MANAGEMENT TEAM. BRONSON ATHLETIC CLUB MEMBERSHIP, HEALTH CLUB MEMBERSHIP FOR MATT LAHMAN, PRESIDENT AND CEO.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0563053
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1950000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SPLIT DOLLAR LIFE INSURANCE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1SPLIT DOLLAR LIFE INSURANCE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0500000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1950000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0RUDY CALLEN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1MATTHEW LAHMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER CEO AND CURRENT MEMBER OF THE BOARD OF DIRECTORS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1CEO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/TotalBalanceDueAmt01513053
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$186,031,636
Liabilities
$165,209,282
Net assets
$20,822,354
Revenue
$12,089,796
Expenses
$10,491,508
Net income
$1,598,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$277$254$23.5$19.1$17.9$1.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$275$255$20.6$17.5$16.1$1.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$265$245$19.5$14.4$12.8$1.60
2021Detailed filing. Detailed filing data is available for this year.$266$242$23.9$13.3$12.0$1.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$233$209$23.5$12.9$11.5$1.45
2019Detailed filing. Detailed filing data is available for this year.$191$170$22.0$12.4$11.4$1.03
2018Detailed filing. Detailed filing data is available for this year.$186$165$20.8$12.1$10.5$1.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$176$157$19.3$11.8$10.7$1.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$149$18.0$11.1$11.3$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$163$145$18.0$9.88$8.72$1.16
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$147$130$16.9$8.93$8.35$0.58
2013Detailed filing. Detailed filing data is available for this year.$142$126$16.0$8.78$7.81$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$119$16.2$7.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$114$14.9$6.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$104$14.5$7.11