Civic Intelligence

Shoreline Credit Union

990 • Fiscal year 2012 • EIN 39-0795376

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 13, 2013

Organization Profilewww.shorelinecu.org

View Organization Page

2848 Memorial Drive54241
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$113,474,903

Flat from 2012

Net Assets

Flat

$8,798,665

Flat from 2012

Liabilities

Flat

$104,676,238

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$7,402,882

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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 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

2012

Assets$113,474,903
Liabilities$104,676,238
Net Assets$8,798,665
Open 2012 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,662,6812010Expenses 2011: $5,810,5072011Expenses 2012: $7,402,8822012Revenue 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

2012

Revenue-
Expenses$7,402,882
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 13, 2013
Return Version
2012v2.1
Gross Receipts
$8,440,889
Mission and Program Overview

Mission

None

Major Activities

Activity 2
We funded 2528 loans during 2012. As of 12/31/12, we had $45,823,017 in mortgages/home equity lines, $35,703,8268 in consumer loans, and $9,770,364 in member business loans. We also had 2456 credit card accounts with our members at 12/31.
Filing and Contact Details

Filer

EIN
39-0795376
Raw XML AppendixShowing 400 of 490 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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IRS990ScheduleO/GeneralExplanation/Explanation0The 990-T will be filed (or exttension) after receipt of the completed 990 return.
IRS990ScheduleO/GeneralExplanation/Explanation1The organization consists of members. To be a member, one must have a share/savings 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 organization9s bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency (i.e., 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/Explanation5Besides being in the policy, employees are required to fill out regular surveys asking to having relationships that could cause conflict.
IRS990ScheduleO/GeneralExplanation/Explanation6A Salary & Wage Budget is developed by management using trade association survey guidelines. The plan is reviewed & approved by the Board as part of a 5yr rolling Strategic Plan.
IRS990ScheduleO/GeneralExplanation/Explanation7An annual Salary & Wage Budget is developed by management using trade association survey guidelines. The plan is reviewed and approved by the Board9s HR Committee.
IRS990ScheduleO/GeneralExplanation/Explanation8Shoreline files quarterly 5300 regulartory reports. The data is available to the public on the NUCS9s website: www.ncua.gov. In additon , a summary of the year-end 5300 info is posted in each of the branch locations.
IRS990ScheduleO/GeneralExplanation/Explanation9Increase Reserve due to market valuation of securities classified as available for sale.
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IRS990ScheduleO/GeneralExplanation/ReturnReference7Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/GeneralExplanation/ReturnReference8Governing documents etc available to public Part VI line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference9Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990ScheduleR/Form990ScheduleRPartIV/ShareOfEOYAssets01262327
IRS990ScheduleR/Form990ScheduleRPartIV/ShareOfTotalIncome033897
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0C Corp
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0true
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0true
IRS990ScheduleR/ReimbursementPaidByOtherOrg0true
IRS990ScheduleR/ReimbursementPaidToOtherOrg0true
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved025776
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved130000
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved261193
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved342648
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0Market Rate
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination1Est Staff Time
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination2Market Rate
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination3Market Rate
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10Shoreline Federal Inc
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11FILO LLC
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine12Shoreline Federal Inc

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$113,474,903
Liabilities
$104,676,238
Net assets
$8,798,665
Revenue
-
Expenses
$7,402,882
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
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$105$8.80$7.40
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