Civic Intelligence

Alliance Catholic Credit Union

EIN 38-1628275 • 501(c)14 • Farmington Hills, MI

View Organization Page

Profile

To provide trusted financial services, inspired by catholic values and traditions, to enhance the financial well-being of our catholic community and the neighbors we serve.

28800 Orchard Lake RoadFarmington Hills, MI 48334

www.allianceccu.com

Siviq Scores

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

Liabilities / Assets

38th percentile

0.89x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

12.83x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Net Margin

93rd percentile

23%

Higher net margin than 93% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$651,266

Higher top officer pay than 82% of similar nonprofits.

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

501(c)14 • $250M-$1B nonprofits • Source year 2024

Asset Growth

19th percentile

-1.7%

Faster asset growth than 19% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

43%

Faster revenue growth than 98% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$627,211,663

Down $10,634,123 (-1.7%) from 2023

Liabilities

Down

$559,590,618

Down $26,612,819 (-4.5%) from 2023

Net Assets

Up

$67,621,045

Up $15,978,696 (+31%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin93rd percentile

Revenue

Up

$43,620,845

Up $13,012,732 (+43%) from 2023

Expenses

Up

$33,378,835

Up $3,312,689 (+11%) from 2023

Net Income

Up

$10,242,010

Up $9,700,043 (+1790%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$800M$600M$400M$200M$0Assets 2010: $260,261,057Liabilities 2010: $241,734,715Net Assets 2010: $18,526,3422010Assets 2011: $254,851,581Liabilities 2011: $238,605,689Net Assets 2011: $16,245,8922011Assets 2012: $276,345,280Liabilities 2012: $255,983,863Net Assets 2012: $20,361,4172012Assets 2013: $413,364,085Liabilities 2013: $379,912,244Net Assets 2013: $33,451,8412013Assets 2014: $410,410,458Liabilities 2014: $371,344,900Net Assets 2014: $39,065,5582014Assets 2015: $425,518,021Liabilities 2015: $381,402,166Net Assets 2015: $44,115,8552015Assets 2016: $442,686,851Liabilities 2016: $395,697,273Net Assets 2016: $46,989,5782016Assets 2017: $439,337,055Liabilities 2017: $386,769,062Net Assets 2017: $52,567,9932017Assets 2018: $447,333,121Liabilities 2018: $392,395,328Net Assets 2018: $54,937,7932018Assets 2019: $462,063,375Liabilities 2019: $396,850,727Net Assets 2019: $65,212,6482019Assets 2020: $559,617,469Liabilities 2020: $486,902,009Net Assets 2020: $72,715,4602020Assets 2021: $619,610,585Liabilities 2021: $550,614,337Net Assets 2021: $68,996,2482021Assets 2022: $638,619,506Liabilities 2022: $592,252,763Net Assets 2022: $46,366,7432022Assets 2023: $637,845,786Liabilities 2023: $586,203,437Net Assets 2023: $51,642,3492023Assets 2024: $627,211,663Liabilities 2024: $559,590,618Net Assets 2024: $67,621,0452024

Highlighted filing

2024

Assets$627,211,663
Liabilities$559,590,618
Net Assets$67,621,045
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$60M$40M$20M$0Expenses 2010: $14,978,0752010Expenses 2011: $12,259,4142011Expenses 2012: $10,790,1902012Revenue 2013: $21,590,782Expenses 2013: $14,867,334Net Income 2013: $6,723,4482013Revenue 2014: $17,586,195Expenses 2014: $13,473,295Net Income 2014: $4,112,9002014Revenue 2015: $18,485,956Expenses 2015: $13,180,967Net Income 2015: $5,304,9892015Revenue 2016: $19,027,343Expenses 2016: $13,981,114Net Income 2016: $5,046,2292016Revenue 2017: $19,610,328Expenses 2017: $14,220,041Net Income 2017: $5,390,2872017Revenue 2018: $19,374,879Expenses 2018: $14,826,207Net Income 2018: $4,548,6722018Revenue 2019: $21,017,827Expenses 2019: $16,795,947Net Income 2019: $4,221,8802019Revenue 2020: $23,532,245Expenses 2020: $20,270,781Net Income 2020: $3,261,4642020Revenue 2021: $23,449,022Expenses 2021: $21,223,319Net Income 2021: $2,225,7032021Revenue 2022: $23,179,127Expenses 2022: $21,627,756Net Income 2022: $1,551,3712022Revenue 2023: $30,608,113Expenses 2023: $30,066,146Net Income 2023: $541,9672023Revenue 2024: $43,620,845Expenses 2024: $33,378,835Net Income 2024: $10,242,0102024

Highlighted filing

2024

Revenue$43,620,845
Expenses$33,378,835
Net Income$10,242,010
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$627,211,663
Liabilities
$559,590,618
Net assets
$67,621,045
Revenue
$43,620,845
Expenses
$33,378,835
Net income
$10,242,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$627$560$67.6$43.6$33.4$10.2
2023Detailed filing. Detailed filing data is available for this year.$638$586$51.6$30.6$30.1$0.54
2022Detailed filing. Detailed filing data is available for this year.$639$592$46.4$23.2$21.6$1.55
2021Detailed filing. Detailed filing data is available for this year.$620$551$69.0$23.4$21.2$2.23
2020Detailed filing. Detailed filing data is available for this year.$560$487$72.7$23.5$20.3$3.26
2019Detailed filing. Detailed filing data is available for this year.$462$397$65.2$21.0$16.8$4.22
2018Detailed filing. Detailed filing data is available for this year.$447$392$54.9$19.4$14.8$4.55
2017Detailed filing. Detailed filing data is available for this year.$439$387$52.6$19.6$14.2$5.39
2016Detailed filing. Detailed filing data is available for this year.$443$396$47.0$19.0$14.0$5.05
2015Detailed filing. Detailed filing data is available for this year.$426$381$44.1$18.5$13.2$5.30
2014Detailed filing. Detailed filing data is available for this year.$410$371$39.1$17.6$13.5$4.11
2013Detailed filing. Detailed filing data is available for this year.$413$380$33.5$21.6$14.9$6.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$276$256$20.4$10.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$255$239$16.2$12.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$260$242$18.5$15.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$43,620,845
Mission and Program Overview

Mission

To provide trusted financial services, inspired by catholic values and traditions, to enhance the financial well-being of our catholic community and the neighbors we serve.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$285,241,074$325,627,458▲ $40,386,384
Investments Other Securities$248,211,129$207,433,080▼ $40,778,049
Rtn Earn Endowment Incm Other Fnds$51,642,349$67,621,045▲ $15,978,696
Savings and Temporary Cash Investments$41,751,649$29,140,995▼ $12,610,654
Land, Buildings, and Equipment, Net$17,603,768$17,011,619▼ $592,149
Accounts Receivable$2,224,057$5,517,434▲ $3,293,377
Cash and Non-Interest-Bearing Accounts$4,395,361$4,577,004▲ $181,643
Prepaid Expenses and Deferred Charges$1,543,965$1,320,437▼ $223,528
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$637,845,786$627,211,663▼ $10,634,123
Other Assets Total$36,874,783$36,583,636▼ $291,147
Liabilities
Other Liabilities$570,215,249$553,146,702▼ $17,068,547
Mortgage Notes Payable Secured by Investment Property$10,000,000--
Accounts Payable and Accrued Expenses$5,988,188$6,443,916▲ $455,728
Total Liabilities$586,203,437$559,590,618▼ $26,612,819
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,642,349$67,621,045▲ $15,978,696
Total Liabilities and Net Assets / Fund Balance$637,845,786$627,211,663▼ $10,634,123

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,213,084$5,321,950$17,535,034
Other Land Buildings$1,205,036$4,530,575$5,735,611
Land$2,921,303-$2,921,303
Equipment$379,924$2,192,509$2,572,433
Leasehold Improvements$292,272$1,226,280$1,518,552
Other Assets Org$60,446--
Other Securities$600,000--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert GrechPresident/CEOFT$414,761$236,505$651,266
Daniel DavidsonEvp/COOFT$356,387$149,996$506,383
Randall RichmondCLOFT$202,574$179,895$382,469
Cheryl MallardCTOFT$192,941$135,283$328,224
Catherine MoreyVP-risk ManagementFT$130,967$55,889$186,856
Keith BurkeVP-marketingFT$134,259$41,984$176,243
Cheryl AllmacherVP Digital TransformationFT$135,527$37,218$172,745
Thomas C LeducGeneral CouncilFT$147,123$16,712$163,835
Adam TongeVP-retailFT$136,222$22,414$158,636

Board Members and Trustees

NameTitle
Joe ValenticChairperson
Kurt GodfreyVice Chairperson
Michelle LemieuxAssociate Director
Mark ValeriusDirector
Mike OpatikDirector
Veronica NorthDirector
Richard SaadSecretary
Phillip MoreyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
MdtTechnology Services30230 ORCHARD LAKE RD, Farmington Hills, MI 48334$1,114,570
Dolphin Debit AccessAtm Management1340 RAYFORD PARK RD, Spring, TX 77386$433,219
Alkami TechnologyDigital BankingPO BOX 122223, Dallas, TX 75312$400,049
Cornelius SystemsBanking Equipment And Service1302 ANDERSON RD, Clawson, MI 48017$172,654
Mcqueen Financial AdvisorsInvestment/alm AdvisingPO BOX 87186, Carol Stream, IL 60188$138,079
Revenue and Support

Revenue Composition

Contributions and Grants
$300,000
Program Service Revenue
$23,983,265
Investment Income
$6,093,019
Other Revenue
$13,244,561
Change in Net Assets
$10,242,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,922,059
Salaries, Compensation, and Employee Benefits$13,287,533
Grants and Similar Amounts Paid$169,243
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$9,994,613
Interest---$5,949,115
Office Expenses---$3,279,500
Current Officers, Directors, Trustees, and Key Employees---$1,868,342
Depreciation Depletion---$1,619,466
Information Technology---$1,254,846
Occupancy---$1,098,626
Payroll Taxes---$725,306
Fees for Services Other---$572,112
Fees for Services Management---$567,425
Advertising---$438,551
Pension Plan Contributions---$361,348
Other Employee Benefits---$337,924
Grants to Domestic Orgs---$169,243
Other Expenses---$166,518
Insurance---$134,923
Fees for Services Accounting---$87,504
Travel---$62,294
Fees for Services Legal---$4,618
Total Functional Expenses$0$0$0$33,378,835
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alliance Catholic Foundation IncFarmington Hills, MI501(c)(3)Charitable Contribuiton to Support Foundation Mission$169,243
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$192,104,911
Share Drafts$142,220,309
Certificates of Deposit$118,982,217
Money Market$83,975,403
Ira Shares$15,863,862
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
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 elected by member vote for 3 year terms.”

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

“Members of the credit union have the right to approve the governing body's election and remove 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 reviewed by the cfo prior to filing and is presented to the board of directors at the next scheduled meeting.”

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

“The board discloses annually at the organization meeting as part of the directorship policy.”

Form 990, Part VI, Section B, Line 15

“The ceo is reviewed by a compensation committee which uses hrn, an independent consultant, and completes a compensation survey to determine a written contract that is approved by the board of directors. Key employees' compensation is reviewed by the ceo.”

Form 990, Part VI, Section C, Line 19

“Financial statements are posted in the credit union lobby. All other governing documents and the credit union's conflict of interest policy are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Alliance Catholic Credit Union
EIN
38-1628275
Phone
8779502228
Address
28800 ORCHARD LAKE ROAD, FARMINGTON HILLS, MI 48334

Signing Officer

Name
Dan Davidson
Title
Evp/COO
Phone
8779502228
Signed
2025-11-14

Organization Details

Principal Officer
Dan Davidson
Formed
1956
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
165
Volunteers
8

Preparer

Firm
Doeren Mayhew
Address
8785 SW 165TH AVENUE SUITE 303, MIAMI, FL 33193
Preparer
Aubrey Clegg
Phone
3052328272
Supplemental Narrative

Additional Explanations

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, by statute (irc section 501(c)14), from federal and state income taxes.”

Raw XML AppendixShowing 400 of 747 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05988188
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06443916
IRS990/AccountsReceivableGrp/BOYAmt02224057
IRS990/AccountsReceivableGrp/EOYAmt05517434
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SERVICES TO MEMBER OWNERS WITH A COMMON BOND.
IRS990/AdvertisingGrp/TotalAmt0438551
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0SHARON BURNS
IRS990/BooksInCareOfDetail/PhoneNum08779502228
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt028800 ORCHARD LAKE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON HILLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048334
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt04395361
IRS990/CashNonInterestBearingGrp/EOYAmt04577004
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt012
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01868342
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01114570
IRS990/ContractorCompensationGrp/CompensationAmt1433219
IRS990/ContractorCompensationGrp/CompensationAmt2400049
IRS990/ContractorCompensationGrp/CompensationAmt3172654
IRS990/ContractorCompensationGrp/CompensationAmt4138079
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt030230 ORCHARD LAKE RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11340 RAYFORD PARK RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 122223
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31302 ANDERSON RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 87186
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0FARMINGTON HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SPRING
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CLAWSON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CAROL STREAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd048334
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd177386
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd275312
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd348017
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460188
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MDT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1DOLPHIN DEBIT ACCESS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ALKAMI TECHNOLOGY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CORNELIUS SYSTEMS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4MCQUEEN FINANCIAL ADVISORS
IRS990/ContractorCompensationGrp/ServicesDesc0TECHNOLOGY SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1ATM MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc2DIGITAL BANKING
IRS990/ContractorCompensationGrp/ServicesDesc3BANKING EQUIPMENT AND SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc4INVESTMENT/ALM ADVISING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0300000
IRS990/CYGrantsAndSimilarPaidAmt0169243
IRS990/CYInvestmentIncomeAmt06093019
IRS990/CYOtherExpensesAmt019922059
IRS990/CYOtherRevenueAmt013244561
IRS990/CYProgramServiceRevenueAmt023983265
IRS990/CYRevenuesLessExpensesAmt010242010
IRS990/CYSalariesCompEmpBnftPaidAmt013287533
IRS990/CYTotalExpensesAmt033378835
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043620845
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01619466
IRS990/Desc0PROVIDE 32,501 MEMBERS WITH REGULAR SHARES, CHRISTMAS CLUB, CHECKING, MONEY MARKET, CERTIFICATES OF DEPOSIT, AND IRAS WITH AGGREGATE DEPOSIT BALANCES THAT APPROXIMATED $553,147,000 AS OF DECEMBER 31, 2024.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0165
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt087504
IRS990/FeesForServicesLegalGrp/TotalAmt04618
IRS990/FeesForServicesManagementGrp/TotalAmt0567425
IRS990/FeesForServicesOtherGrp/TotalAmt0572112
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8204506
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9132577
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10166986
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11122051
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1228946
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1333863
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1446359
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt158468
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1616565
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE VALENTIC
IRS990/Form990PartVIISectionAGrp/PersonNm1KURT GODFREY
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD SAAD
IRS990/Form990PartVIISectionAGrp/PersonNm3PHILLIP MOREY
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK VALERIUS
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE OPATIK
IRS990/Form990PartVIISectionAGrp/PersonNm6VERONICA NORTH
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHELLE LEMIEUX
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT GRECH
IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm10RANDALL RICHMOND
IRS990/Form990PartVIISectionAGrp/PersonNm11CHERYL MALLARD
IRS990/Form990PartVIISectionAGrp/PersonNm12CHERYL ALLMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm13KEITH BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm14CATHERINE MOREY
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS C LEDUC
IRS990/Form990PartVIISectionAGrp/PersonNm16ADAM TONGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8446760
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9373806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10215483
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11206173
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12143799
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13142380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14140497
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15155367
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16142071
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9EVP/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CLO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CTO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP DIGITAL TRANSFORMATION
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP-MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP-RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15GENERAL COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP-RETAIL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt024000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0300000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0169243
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt024000
IRS990/GrossReceiptsAmt043620845
IRS990/GrossRentsGrp/RealAmt031000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01254846
IRS990/InsuranceGrp/TotalAmt0134923
IRS990/InterestGrp/TotalAmt05949115
IRS990/InvestmentIncomeGrp/ExclusionAmt06069019
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06069019
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0248211129
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0207433080
IRS990/IRPDocumentCnt09592
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013271314
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017603768
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017011619
IRS990/LandBldgEquipCostOrOtherBssAmt030282933
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRUSTED FINANCIAL SERVICES, INSPIRED BY CATHOLIC VALUES AND TRADITIONS, TO ENHANCE THE FINANCIAL WELL-BEING OF OUR CATHOLIC COMMUNITY AND THE NEIGHBORS WE SERVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010000000
IRS990/NetAssetsOrFundBalancesBOYAmt051642349
IRS990/NetAssetsOrFundBalancesEOYAmt067621045
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt024000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024000
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt031000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt031000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05736686
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01098626
IRS990/OfficeExpensesGrp/TotalAmt03279500
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt036874783
IRS990/OtherAssetsTotalGrp/EOYAmt036583636
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0337924
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2STAFF EXPENSES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt02211553
IRS990/OtherExpensesGrp/TotalAmt12042534
IRS990/OtherExpensesGrp/TotalAmt2432474
IRS990/OtherExpensesGrp/TotalAmt3166518
IRS990/OtherLiabilitiesGrp/BOYAmt0570215249
IRS990/OtherLiabilitiesGrp/EOYAmt0553146702
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1GAIN/(LOSS) FROM CUSOS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013233543
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-19982
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013233543
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-19982
IRS990/OtherRevenueTotalAmt013213561
IRS990/OtherSalariesAndWagesGrp/TotalAmt09994613
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0285241074
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0325627458
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0725306
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0361348
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01543965
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01320437
IRS990/PrincipalOfficerNm0DAN DAVIDSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2520000
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FINANCE AND INSURANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018718889
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15147203
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018718889
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15147203
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2117173
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0117173
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE 15,314 LOANS INCLUDING NEW AND USED VEHICLES, REVOLVING CREDIT, TUITION, OVERDRAFT, COMMERCIAL, MORTGAGES, CREDIT CARDS AND STUDENTS LOANS WITH AGGREGATE LOAN BALANCES THAT APPROXIMATED $328,624,000 AS OF DECEMBER 31, 2024.
IRS990/ProgSrvcAccomActy3Grp/Desc0OFFER ATM/DEBIT CARDS, WIRE TRANSAFERS, MONEY ORDERS, COURTESY PAY, GIFT CARDS, BILL PAY, SAFE DEPOSIT BOX RENTALS, CHECK CASHING, COIN COUNTING, SHARED BRANCHING, MOBILE BANKING AND VARIOUS INSURANCE PRODUCTS TO ALL ELIGIBLE MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0121172
IRS990/PYInvestmentIncomeAmt07531701
IRS990/PYOtherExpensesAmt017875253
IRS990/PYOtherRevenueAmt03662273
IRS990/PYProgramServiceRevenueAmt019414139
IRS990/PYRevenuesLessExpensesAmt0541967
IRS990/PYSalariesCompEmpBnftPaidAmt012069721
IRS990/PYTotalExpensesAmt030066146
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030608113
IRS990/ReconcilationRevenueExpnssAmt010242010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt031000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt051642349
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt067621045
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041751649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029140995
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt012213084
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05321950
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017535034
IRS990ScheduleD/EquipmentGrp/BookValueAmt0379924
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02192509
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02572433
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02921303
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02921303
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0292272
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01226280
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01518552
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0631897
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1835765
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21039062
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3487270
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt418326889
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt55030534
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt6900000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt75179688

Document Assets

No mirrored PDF or thumbnail assets are attached yet.