Civic Intelligence

Simplicity Credit Union

990 • Fiscal year 2019 • EIN 39-0860994

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 28, 2020

Organization ProfileWWW.SIMPLICITY.COOP

View Organization Page

222 Upham AvenueMarshfield, WI 54449-0790

(715) 387-3702

Siviq Scores

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

Liabilities / Assets

47th percentile

0.89x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

15.67x

Higher debt load relative to revenue than 43% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Net Margin

52nd percentile

14%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

69th percentile

$515,374

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Asset Growth

84th percentile

11%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$275,577,534

Up $27,359,485 (+11%) from 2018

Net Assets

Up

$31,495,355

Up $2,626,920 (+9.1%) from 2018

Liabilities

Up

$244,082,179

Up $24,732,565 (+11%) from 2018

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin52nd percentile

Revenue

Up

$15,576,619

Up $1,662,229 (+12%) from 2018

Expenses

Up

$13,361,379

Up $2,125,494 (+19%) from 2018

Net Income

Down

$2,215,240

Down $463,265 (-17%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$600M$400M$200M$0Assets 2010: $171,210,377Liabilities 2010: $153,052,620Net Assets 2010: $18,157,7572010Assets 2011: $179,777,271Liabilities 2011: $161,260,243Net Assets 2011: $18,517,0282011Assets 2012: $194,276,643Liabilities 2012: $174,872,211Net Assets 2012: $19,404,4322012Assets 2013: $203,935,642Liabilities 2013: $184,721,027Net Assets 2013: $19,214,6152013Assets 2014: $209,653,537Liabilities 2014: $188,948,663Net Assets 2014: $20,704,8742014Assets 2015: $224,201,044Liabilities 2015: $202,087,471Net Assets 2015: $22,113,5732015Assets 2017: $240,421,832Liabilities 2017: $214,001,205Net Assets 2017: $26,420,6272017Assets 2018: $248,218,049Liabilities 2018: $219,349,614Net Assets 2018: $28,868,4352018Assets 2019: $275,577,534Liabilities 2019: $244,082,179Net Assets 2019: $31,495,3552019Assets 2020: $337,112,672Liabilities 2020: $303,454,679Net Assets 2020: $33,657,9932020Assets 2021: $424,593,294Liabilities 2021: $385,821,569Net Assets 2021: $38,771,7252021Assets 2022: $432,153,101Liabilities 2022: $393,526,787Net Assets 2022: $38,626,3142022Assets 2024: $500,121,906Liabilities 2024: $454,269,750Net Assets 2024: $45,852,1562024

Highlighted filing

2019

Assets$275,577,534
Liabilities$244,082,179
Net Assets$31,495,355
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

$40M$30M$20M$10M$0Expenses 2010: $8,625,0022010Expenses 2011: $8,148,8662011Expenses 2012: $8,224,7432012Revenue 2013: $9,257,423Expenses 2013: $8,751,985Net Income 2013: $505,4382013Revenue 2014: $9,736,233Expenses 2014: $8,636,495Net Income 2014: $1,099,7382014Revenue 2015: $10,504,267Expenses 2015: $9,051,186Net Income 2015: $1,453,0812015Revenue 2017: $11,973,929Expenses 2017: $9,798,516Net Income 2017: $2,175,4132017Revenue 2018: $13,914,390Expenses 2018: $11,235,885Net Income 2018: $2,678,5052018Revenue 2019: $15,576,619Expenses 2019: $13,361,379Net Income 2019: $2,215,2402019Revenue 2020: $16,512,956Expenses 2020: $14,492,445Net Income 2020: $2,020,5112020Revenue 2021: $17,622,558Expenses 2021: $15,714,933Net Income 2021: $1,907,6252021Revenue 2022: $19,742,402Expenses 2022: $17,745,967Net Income 2022: $1,996,4352022Revenue 2024: $32,520,313Expenses 2024: $29,733,748Net Income 2024: $2,786,5652024

Highlighted filing

2019

Revenue$15,576,619
Expenses$13,361,379
Net Income$2,215,240
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 28, 2020
Return Version
2019v5.1
Gross Receipts
$15,777,500
Mission and Program Overview

Mission

A nonprofit member-owned thrift institution organized to provide financial services to individuals. Operations are primarily related to holding deposit for and making loans to members.

A nonprofit member-owned thrift institution organized to provide financial services to individuals. Operations are primarily related to holding deposits for and making loans to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$184,214,893$206,225,914▲ $22,011,021
Savings and Temporary Cash Investments$29,524,811$37,182,290▲ $7,657,479
Rtn Earn Endowment Incm Other Fnds$24,398,586$27,025,506▲ $2,626,920
Land, Buildings, and Equipment, Net$8,465,784$8,487,929▲ $22,145
Investments in Publicly Traded Securities$13,133,828$7,354,395▼ $5,779,433
Cash and Non-Interest-Bearing Accounts$3,068,194$5,587,905▲ $2,519,711
Pd in Cap Srpls Land Bldg Eqp Fund$4,469,849$4,469,849→ $0
Receivables From Officers Etc$1,998,700$2,873,371▲ $874,671
Investments Other Securities$2,630,634$2,727,155▲ $96,521
Prepaid Expenses and Deferred Charges$666,655$741,545▲ $74,890
Accounts Receivable$258,953$122,168▼ $136,785
Inventories for Sale or Use-$47,220-
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$248,218,049$275,577,534▲ $27,359,485
Other Assets Total$4,255,597$4,227,642▼ $27,955
Liabilities
Other Liabilities$215,952,663$228,565,536▲ $12,612,873
Accounts Payable and Accrued Expenses$3,396,951$15,501,368▲ $12,104,417
Deferred Revenue-$15,275-
Total Liabilities$219,349,614$244,082,179▲ $24,732,565
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,868,435$31,495,355▲ $2,626,920
Total Liabilities and Net Assets / Fund Balance$248,218,049$275,577,534▲ $27,359,485

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,735,235$2,176,993$8,912,228
Equipment$1,119,772$4,111,418$5,231,190
Land$610,537-$610,537
Other Land Buildings$22,385$300,467$322,852
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia WesenbergPresident/CEOFT$267,272$248,102$515,374
Jason BuchingerFinancial AdvisorFT$191,421$198,530$198,530
Kelly KorthChief Experience OfficerFT$133,034$5,356$138,390
Nicholas FaberChief Financial OfficerFT$127,376$4,255$131,631
Michael KocejaChief Technology OfficerFT$120,609$1,200$121,809
Alan BergstromCEO - Exclamation ServicesFT$105,767$900$106,667
Richard VoigtChairman-$2,095-$2,095
Sue ShulferSecretary/treasurer-$965-$965
Mark PageVice Chair-$795-$795
Herb StephaniDirector-$700-$700
John WelterDirector-$565-$565
Kayla RombalskiDirector-$565-$565
Bobbi BradleyDirector-$465-$465
Tom MccartenDirector-$465-$465
Iilee PedersonDirector-$300-$300

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservDebit Card Processing, Computer Main Fra75 REMITTANCE DRIVE SUITE 1649, Chicago, IL 60675$1,143,494
Q2Online/home BankingPO BOX 205970, Dallas, TX 75320$478,782
Doxim INCStatment Production And Mailing747 EAST WHITCOMB AVE, Madison Heights, MI 48071$144,095
Spectrum Business-charter CommunicationsPhone/internet ProviderPO BOX 94188, Palatine, IL 60094-4188$111,958
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,396,015
Investment Income
$1,140,462
Other Revenue
$40,142
Change in Net Assets
$2,215,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,187,476
Salaries, Compensation, and Employee Benefits$6,173,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,155,630
All Other Expenses---$1,404,944
Other Employee Benefits---$1,212,030
Current Officers, Directors, Trustees, and Key Employees---$1,194,539
Depreciation Depletion---$700,293
Information Technology---$628,242
Fees for Services Management---$497,533
Other Expenses---$469,923
Occupancy---$384,980
Advertising---$351,169
Payroll Taxes---$336,661
Pension Plan Contributions---$275,043
Interest---$231,714
Travel---$184,351
Office Expenses---$128,678
Fees for Services Other---$57,475
Fees for Services Accounting---$48,041
Conferences and Meetings---$11,863
Fees for Services Legal---$2,591
Total Functional Expenses$0$0$0$13,361,379
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$1,998,700$2,873,371▲ $874,671
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$228,613,398
Other Liabilities(detail)-990$-47,862
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members are individuals living or working in adams, clark, jackson, marathon, portage, shawano, waupaca, waushara, wood counties and the township of alma; employees of the cp rail systems, copps company and corporation, delta dental plan of wisconsin, donaldson company, corporate express, herrschners, inc., napa distribution center, skyward, steel king industries, inc., sne corporation, sunrise medical, and stockholders or patrons of the tomorrow valley co-op. That have deposits with the credit union.”

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

“Board of directors is elected by members”

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

“BOARD MEETING”

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

“The credit union has both a fraud and anit-bribery act policy in the handbook that employees are required to acknowledge each year that addreses preferential treatment, the acceptance of gifts from a third party to derive special favors, and unauthorized disclosure or manipulation of member account informaiton. All board members must sign a code of conduct agreement and conflict of interest statement and disclosure annually as part of the reorganizational meeting.”

Form 990, Part VI, Section B, Line 15

“Various sources of comparative data are used and ranges are determined for each position. These ranges are reviewed against industry standards each year and ajusted as necessary. The board reviews ceo annually and the ceo reviews performance of key employees annually.”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“Financial statements are available upon request and an annual report is printed for each year-end. Any other requests for information would be submitted to the president/ceo or board chairman”

Filing and Contact Details

Filer

Filer Name
Simplicity Credit Union
EIN
39-0860994
Phone
7153873702
Address
222 UPHAM AVENUE, MARSHFIELD, WI 54449-0790

Signing Officer

Name
Nick Faber
Title
CFO
Phone
7152076801
Signed
2020-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Wesenberg
Formed
1949
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
108
Volunteers
9

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffrey Danen
Phone
9203369850
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Home banking expense 456,421. Loan origination and servicing 388,384. Telephone 131,583. Postage 121,899. Dues 82,716. Surety bond expense 79,919. Service charges 63,044. Misc write offs 48,056. Deferred compensation expense 17,878. Taxes 14,336. Cash over & short 1,068. Interest expense 152. Atm cash over & short -512.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires management to evaluate tax positions taken by the credit union and recognize a tax liability (or asset) if the credit union has taken an uncertain position that more likely than not would be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the credit union and has concluded that as of december 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The credit union is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The credit union will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred.”

Raw XML AppendixShowing 400 of 547 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 CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF EXPERIENCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF TECHNOLOGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO - EXCLAMATION SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14FINANCIAL ADVISOR
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossRentsGrp/RealAmt0300
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IRS990/MissionDesc0A NONPROFIT MEMBER-OWNED THRIFT INSTITUTION ORGANIZED TO PROVIDE FINANCIAL SERVICES TO INDIVIDUALS. OPERATIONS ARE PRIMARILY RELATED TO HOLDING DEPOSIT FOR AND MAKING LOANS TO MEMBERS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt0128678
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04255597
IRS990/OtherAssetsTotalGrp/EOYAmt04227642
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01212030
IRS990/OtherExpensesGrp/Desc0DIVIDENDS ON SHARES
IRS990/OtherExpensesGrp/Desc1PROVISION FOR BAD DEBT
IRS990/OtherExpensesGrp/Desc2DEBIT/CREDIT CARD EXPEN
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0870941
IRS990/OtherExpensesGrp/TotalAmt1614461
IRS990/OtherExpensesGrp/TotalAmt2600277
IRS990/OtherExpensesGrp/TotalAmt3469923
IRS990/OtherLiabilitiesGrp/BOYAmt0215952663
IRS990/OtherLiabilitiesGrp/EOYAmt0228565536
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT SERVICES
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt039842
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt039842
IRS990/OtherRevenueTotalAmt039842
IRS990/OtherSalariesAndWagesGrp/TotalAmt03155630
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0184214893
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0206225914
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0336661
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt04469849
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt04469849
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0741545
IRS990/PrincipalOfficerNm0PATRICIA WESENBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2INTERCHANGE
IRS990/ProgramServiceRevenueGrp/Desc3OTHER OPERATING
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12757326
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21152254
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3517137
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09950883
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12764690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21152254
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt07364
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYProgramServiceRevenueAmt012914675
IRS990/PYRevenuesLessExpensesAmt02678505
IRS990/PYSalariesCompEmpBnftPaidAmt05188494
IRS990/PYTotalExpensesAmt011235885
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013914390
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt01998700
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt02873371
IRS990/ReconcilationRevenueExpnssAmt02215240
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0300
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt024398586
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027025506
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029524811
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037182290
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt02176993
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08912228
IRS990ScheduleD/EquipmentGrp/BookValueAmt01119772
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04111418
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05231190
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0610537
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0610537
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022385
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0300467
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0322852
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0228613398
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-47862
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITIES(DETAIL)-990
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CREDIT UNION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CREDIT UNION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CREDIT UNION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CREDIT UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CREDIT UNION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED.
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IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount1191421
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04757
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt15909
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt01200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt11200

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,577,534
Liabilities
$244,082,179
Net assets
$31,495,355
Revenue
$15,576,619
Expenses
$13,361,379
Net income
$2,215,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$500$454$45.9$32.5$29.7$2.79
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.$432$394$38.6$19.7$17.7$2.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$425$386$38.8$17.6$15.7$1.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$337$303$33.7$16.5$14.5$2.02
2019Detailed filing. Detailed filing data is available for this year.$276$244$31.5$15.6$13.4$2.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$248$219$28.9$13.9$11.2$2.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$240$214$26.4$12.0$9.80$2.18
2015Detailed filing. Detailed filing data is available for this year.$224$202$22.1$10.5$9.05$1.45
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$210$189$20.7$9.74$8.64$1.10
2013Detailed filing. Detailed filing data is available for this year.$204$185$19.2$9.26$8.75$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$175$19.4$8.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$180$161$18.5$8.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$171$153$18.2$8.63
Peer Organizations

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