Civic Intelligence

Shoreline Credit Union

990 • Fiscal year 2010 • EIN 39-0795376

Jan 01, 2010 to Dec 31, 2010 • Filed on Jul 18, 2011

Organization ProfileWWW.SHORELINECU.ORG

View Organization Page

2848 Memorial Drive54241
Siviq Scores

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

Liabilities / Assets

60th percentile

0.91x

Higher debt load relative to assets than 60% of similar nonprofits.

2010 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets60th percentile

Assets

$107,595,477

No earlier filing loaded for comparison.

Net Assets

$9,928,190

No earlier filing loaded for comparison.

Liabilities

$97,667,287

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$5,662,681

No earlier filing loaded for comparison.

Net Income

-

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.

$150M$100M$50M$0Assets 2010: $107,595,477Liabilities 2010: $97,667,287Net Assets 2010: $9,928,1902010Assets 2011: $112,856,048Liabilities 2011: $102,319,108Net Assets 2011: $10,536,9402011Assets 2012: $113,474,903Liabilities 2012: $104,676,238Net Assets 2012: $8,798,6652012Assets 2013: $98,909,068Liabilities 2013: $91,543,530Net Assets 2013: $7,365,5382013Assets 2014: $96,479,060Liabilities 2014: $87,253,192Net Assets 2014: $9,225,8682014Assets 2015: $91,877,742Liabilities 2015: $82,491,997Net Assets 2015: $9,385,7452015Assets 2016: $89,833,543Liabilities 2016: $80,519,468Net Assets 2016: $9,314,0752016Assets 2017: $96,490,631Liabilities 2017: $87,180,222Net Assets 2017: $9,310,4092017Assets 2018: $92,090,403Liabilities 2018: $82,807,298Net Assets 2018: $9,283,1052018Assets 2019: $93,019,159Liabilities 2019: $83,963,801Net Assets 2019: $9,055,3582019Assets 2020: $112,157,705Liabilities 2020: $102,398,362Net Assets 2020: $9,759,3432020Assets 2021: $123,040,300Liabilities 2021: $113,368,823Net Assets 2021: $9,671,4772021Assets 2022: $128,218,920Liabilities 2022: $119,249,503Net Assets 2022: $8,969,4172022Assets 2024: $128,507,145Liabilities 2024: $117,600,896Net Assets 2024: $10,906,2492024

Highlighted filing

2010

Assets$107,595,477
Liabilities$97,667,287
Net Assets$9,928,190
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,662,6812010Expenses 2011: $5,810,5072011Revenue 2012: $5,662,955Expenses 2012: $7,402,882Net Income 2012: -$1,739,9272012Revenue 2013: $5,937,675Expenses 2013: $7,746,624Net Income 2013: -$1,808,9492013Revenue 2014: $4,363,258Expenses 2014: $2,520,346Net Income 2014: $1,842,9122014Revenue 2015: $4,186,414Expenses 2015: $3,921,586Net Income 2015: $264,8282015Revenue 2016: $4,248,441Expenses 2016: $4,163,199Net Income 2016: $85,2422016Revenue 2017: $4,416,139Expenses 2017: $4,345,128Net Income 2017: $71,0112017Revenue 2018: $4,618,899Expenses 2018: $4,501,813Net Income 2018: $117,0862018Revenue 2019: $4,457,929Expenses 2019: $4,918,317Net Income 2019: -$460,3882019Revenue 2020: $4,570,508Expenses 2020: $4,409,164Net Income 2020: $161,3442020Revenue 2021: $4,937,848Expenses 2021: $4,326,202Net Income 2021: $611,6462021Revenue 2022: $5,354,568Expenses 2022: $4,937,168Net Income 2022: $417,4002022Revenue 2024: $7,272,021Expenses 2024: $6,336,536Net Income 2024: $935,4852024

Highlighted filing

2010

Revenue-
Expenses$5,662,681
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Jul 18, 2011
Return Version
2010v3.2
Gross Receipts
$7,359,133
Mission and Program Overview

Mission

Our mission is to help our members achieve financial success. We achieve this by providing members with a safe place to save and borrow at reasonable rates. We excel at this by remaining committed to employing an honest, knowledgeable staff whose focus is on one member at a time.

Major Activities

Activity 2
We funded 2029 loans during 2010 As of 123110 we had 43637054 in mortgageshome equity lines 33124493 in consumer loans and 12357930 in member business loans We also had 3300 credit card accounts with our members at 1231
Filing and Contact Details

Filer

EIN
39-0795376
Raw XML AppendixShowing 400 of 460 raw XML fields

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IRS990ScheduleO/GeneralExplanation/Explanation0The 990-T has been extended It will be filed after the 990 has been filed by the extended due date of 11-15-2011
IRS990ScheduleO/GeneralExplanation/Explanation1The organization consists of members To be a member one must have a sharesavings account Each member has one vote to elect the governing body Board of Directors
IRS990ScheduleO/GeneralExplanation/Explanation2The Board of Directors is elected by the membership utilizing their one vote per member
IRS990ScheduleO/GeneralExplanation/Explanation3Each member has one vote to utilize in ratifying significant decisions beyond the authority of the Board as outlined in the organizations bylaws Any decision to dissolve or merge the organization requires approval of membership unless mandated by regulatory agency ie NCUA Wisconsin Office of Credit Unions
IRS990ScheduleO/GeneralExplanation/Explanation4Reviewed by management Key totals are tied back to internal financial statements Info on schedules compared to info provided on the 990 input form
IRS990ScheduleO/GeneralExplanation/Explanation5Nepotism Restrictions & Fudiciary Responsibilities are discussed at the annual Organizational Meeting as part of signing the OCUNCUA Oath of Office
IRS990ScheduleO/GeneralExplanation/Explanation6A Salary & Wage Budget is developed by management using trade association survey guidelines The plan is reviewed and approved by the Board
IRS990ScheduleO/GeneralExplanation/Explanation7An annual Salary & Wage Budget is developed by management using trade association survey guidelines The plan is reviewed and approved by the Boards HR Committee
IRS990ScheduleO/GeneralExplanation/Explanation8Shoreline as all credit unions files a quarterly 5300 regulatory reports The data is available to the public on the NCUAs website wwwncuagov
IRS990ScheduleO/GeneralExplanation/Explanation9Change from prior year related to FASB 115 entry for Unrealized GainLoss in Securities At 12312010 there were no securities in the Assets Held for Sale portfolio
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IRS990ScheduleO/GeneralExplanation/Identifier607. CEO, executive director, top management comp (Part VI, line 15a)
IRS990ScheduleO/GeneralExplanation/Identifier708. Other officer or key employee compensation (Part VI, line 15b
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IRS990ScheduleO/GeneralExplanation/Identifier910. Explanation of other changes in net assets or fund balances (Part XI, line 5)
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IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0false
IRS990ScheduleR/PerformOfServicesForOtherOrgs0true
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0true
IRS990ScheduleR/ReimbursementPaidByOtherOrg0true
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0true
IRS990ScheduleR/SharingOfPaidEmployees0true
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved018725
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved11500
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0Flat fee per month
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10Shoreline Federal Inc
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11FILO LLC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0a
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1p
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0WI
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102848 Memorial Drive
IRS990/TheBooksAreInCareOf/AddressUS/City0Two Rivers
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode054241
IRS990/TheBooksAreInCareOf/NamePerson0Kenneth Beine
IRS990/TheBooksAreInCareOf/TelephoneNumber09207934541
IRS990/TotalAssets/BOY0101215625
IRS990/TotalAssetsBOY0101215625
IRS990/TotalAssets/EOY0107595477
IRS990/TotalAssetsEOY0107595477
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear05662681
IRS990/TotalExpensesPriorYear06143136
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total05662681

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$107,595,477
Liabilities
$97,667,287
Net assets
$9,928,190
Revenue
-
Expenses
$5,662,681
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$118$10.9$7.27$6.34$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$119$8.97$5.35$4.94$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$113$9.67$4.94$4.33$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$102$9.76$4.57$4.41$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.0$84.0$9.06$4.46$4.92$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.1$82.8$9.28$4.62$4.50$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.5$87.2$9.31$4.42$4.35$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.8$80.5$9.31$4.25$4.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$91.9$82.5$9.39$4.19$3.92$0.26
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.5$87.3$9.23$4.36$2.52$1.84
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$98.9$91.5$7.37$5.94$7.75$1.81
2012Summary only. Only limited summary data is available for this year.$113$105$8.80$5.66$7.40$1.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$102$10.5$5.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$97.7$9.93$5.66