Civic Intelligence

Ideal Credit Union

990 • Fiscal year 2018 • EIN 41-0519270

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 30, 2019

Organization ProfileWWW.IDEALCU.ORG

View Organization Page

8499 Tamarack RdWoodbury, MN 55125

(651) 770-7000

Siviq Scores

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

Liabilities / Assets

67th percentile

0.90x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

18.74x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Net Margin

51st percentile

15%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

90th percentile

$685,839

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Asset Growth

66th percentile

5.8%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

8.1%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$732,008,715

Up $39,874,999 (+5.8%) from 2017

Net Assets

Up

$72,016,184

Up $4,353,509 (+6.4%) from 2017

Liabilities

Up

$659,992,531

Up $35,521,490 (+5.7%) from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin51st percentile

Revenue

Up

$35,215,954

Up $2,624,372 (+8.1%) from 2017

Expenses

Up

$30,045,578

Up $2,954,537 (+11%) from 2017

Net Income

Down

$5,170,376

Down $330,165 (-6.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5B$1.0B$500M$0Assets 2010: $488,958,688Liabilities 2010: $447,446,348Net Assets 2010: $41,512,3402010Assets 2011: $511,009,626Liabilities 2011: $468,327,292Net Assets 2011: $42,682,3342011Assets 2012: $539,588,574Liabilities 2012: $494,340,461Net Assets 2012: $45,248,1132012Assets 2013: $551,093,935Liabilities 2013: $501,279,410Net Assets 2013: $49,814,5252013Assets 2014: $587,559,444Liabilities 2014: $536,026,990Net Assets 2014: $51,532,4542014Assets 2015: $617,498,377Liabilities 2015: $562,516,844Net Assets 2015: $54,981,5332015Assets 2016: $650,122,691Liabilities 2016: $590,401,819Net Assets 2016: $59,720,8722016Assets 2017: $692,133,716Liabilities 2017: $624,471,041Net Assets 2017: $67,662,6752017Assets 2018: $732,008,715Liabilities 2018: $659,992,531Net Assets 2018: $72,016,1842018Assets 2019: $763,132,068Liabilities 2019: $685,926,713Net Assets 2019: $77,205,3552019Assets 2020: $858,517,185Liabilities 2020: $775,268,505Net Assets 2020: $83,248,6802020Assets 2021: $932,167,158Liabilities 2021: $840,337,236Net Assets 2021: $91,829,9222021Assets 2022: $988,489,095Liabilities 2022: $888,543,898Net Assets 2022: $99,945,1972022Assets 2023: $1,021,960,738Liabilities 2023: $918,335,306Net Assets 2023: $103,625,4322023Assets 2024: $1,038,509,439Liabilities 2024: $929,686,105Net Assets 2024: $108,823,3342024

Highlighted filing

2018

Assets$732,008,715
Liabilities$659,992,531
Net Assets$72,016,184
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$80M$60M$40M$20M$0Expenses 2010: $25,976,9582010Expenses 2011: $23,906,2182011Expenses 2012: $22,983,0272012Revenue 2013: $25,878,268Expenses 2013: $22,498,016Net Income 2013: $3,380,2522013Revenue 2014: $26,008,253Expenses 2014: $22,846,249Net Income 2014: $3,162,0042014Revenue 2015: $27,343,798Expenses 2015: $23,399,383Net Income 2015: $3,944,4152015Revenue 2016: $29,955,438Expenses 2016: $25,087,083Net Income 2016: $4,868,3552016Revenue 2017: $32,591,582Expenses 2017: $27,091,041Net Income 2017: $5,500,5412017Revenue 2018: $35,215,954Expenses 2018: $30,045,578Net Income 2018: $5,170,3762018Revenue 2019: $39,712,454Expenses 2019: $34,708,230Net Income 2019: $5,004,2242019Revenue 2020: $42,029,968Expenses 2020: $35,945,422Net Income 2020: $6,084,5462020Revenue 2021: $42,764,424Expenses 2021: $35,667,347Net Income 2021: $7,097,0772021Revenue 2022: $48,171,673Expenses 2022: $41,131,666Net Income 2022: $7,040,0072022Revenue 2023: $56,178,125Expenses 2023: $50,638,586Net Income 2023: $5,539,5392023Revenue 2024: $63,119,291Expenses 2024: $59,793,637Net Income 2024: $3,325,6542024

Highlighted filing

2018

Revenue$35,215,954
Expenses$30,045,578
Net Income$5,170,376
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$35,215,954
Mission and Program Overview

Mission

To provide financial services to our membership including loans, deposits and other miscellaneous services.

To provide financial services to our membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$543,301,438$566,121,881▲ $22,820,443
Cash and Non-Interest-Bearing Accounts$74,620,402$85,416,534▲ $10,796,132
Rtn Earn Endowment Incm Other Fnds$67,662,675$72,016,184▲ $4,353,509
Land, Buildings, and Equipment, Net$21,642,669$24,441,996▲ $2,799,327
Investments Other Securities$12,573,616$13,733,986▲ $1,160,370
Investments Program Related$4,273,250$4,459,718▲ $186,468
Prepaid Expenses and Deferred Charges$2,099,469$2,078,328▼ $21,141
Savings and Temporary Cash Investments$2,988,000$1,992,000▼ $996,000
Accounts Receivable$1,428,064$1,360,667▼ $67,397
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$692,133,716$732,008,715▲ $39,874,999
Other Assets Total$29,206,808$32,403,605▲ $3,196,797
Liabilities
Other Liabilities$548,031,359$581,274,388▲ $33,243,029
Mortgage Notes Payable Secured by Investment Property$65,550,000$68,690,000▲ $3,140,000
Accounts Payable and Accrued Expenses$10,889,682$10,028,143▼ $861,539
Total Liabilities$624,471,041$659,992,531▲ $35,521,490
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,662,675$72,016,184▲ $4,353,509
Total Liabilities and Net Assets / Fund Balance$692,133,716$732,008,715▲ $39,874,999

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,793,090$4,889,516$17,682,606
Equipment$3,894,791$8,544,878$12,439,669
Land$5,967,299-$5,967,299
Other Land Buildings$1,786,816-$1,786,816
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian SherrickCEOFT$433,309$252,530$685,839
Dennis BauerCFOFT$323,133$216,239$539,372
Alisha JohnsonSr Vice PresidentFT$223,507$128,336$351,843
Lawrence MigglerSr Vice PresidentFT$202,092$132,445$334,537
Craig LundquistSr Wealth Advisor Office CoordinatorFT$67,764$137,821$205,585
Faith ThokesVP of Mortgage OperationsFT$148,467$56,359$204,826
Roxanne SonnekVP of Accounting/payment SFT$142,176$51,629$193,805
Keith E HaugeChairman-$3,888-$3,888
Robert VanceSecretary-$2,732-$2,732
Peter OlsenVice Chair-$2,654-$2,654
Mary WestburgDirector-$2,307-$2,307
Lew LambertDirector-$2,296-$2,296
Craig SpreiterDirector-$2,152-$2,152
Jim MosnerDirector-$1,959-$1,959
Danielle DucheminDirector-$1,813-$1,813
Laurie LudwigDirector-$1,641-$1,641
Paul FaheyAssociate Director-$1,641-$1,641
Dan OlsonDirector-$1,582-$1,582
Lisa LiddellDirector-$1,326-$1,326
Judy SchadewaldDirector-$1,000-$1,000
Daniel L BleesDirector-$980-$980
Mary WhiteDirector-$825-$825

Highest Paid Contractors

ContractorServicesLocationCompensation
Works Computing INCComputer Equipment And Hardware/software1801 AMERICAN BLVD EAST SUITE 12, Bloomington, MN 55425$1,599,156
FiservCore Processing System75 REMITTANCE DRIVE DEPT 1649, Chicago, IL 60675$1,370,999
First Data Funds ExpressPrevious Online Banking, Billpay, And Mo6200 S QUEBEC STREET, Greenwood Village, CO 80111$459,276
HarlandCore Processing System/statements And TaPO BOX 931898, Atlanta, GA 31193$400,649
Alkami Technology INCCurrent Online Banking, Bill Pay And MobPO BOX 670397, Dallas, TX 75267$365,102
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,543,503
Investment Income
$1,672,451
Other Revenue
$0
Change in Net Assets
$5,170,376

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,215,954
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$35,215,954
Total Revenue per Form 990
$35,215,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,464,488
Other Expenses$13,159,332
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$9,702,714
Benefits to Members---$3,421,758
Office Expenses---$2,035,361
Other Employee Benefits---$1,806,999
Interest---$1,408,590
Depreciation Depletion---$1,317,423
Current Officers, Directors, Trustees, and Key Employees---$1,254,007
Occupancy---$1,075,748
Payroll Taxes---$700,768
Travel---$597,659
Other Expenses---$566,395
All Other Expenses---$331,193
Fees for Services Accounting---$120,951
Fees for Services Legal---$16,398
Total Functional Expenses$0$0$0$30,045,578

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$30,045,578
Total Expenses per Audited Statements$30,045,578
Total Expenses per Form 990$30,045,578
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Accounts$581,274,388
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 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

“Brian sherrick and jeanine swanson - family relationship”

Form 990, Part VI, Section A, Line 6

“The credit union is comprised of a single class of approximately 52,929 member-owners, each of which has equal rights in ownership, governance and voting rights at the annual meetings, with the exception of the member-owners who are elected to the the board of directors.”

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

“The member-owners of the credit union have the authority to elect the members of the board of directors for three-year terms on a rotating basis. Candidates are elected by a simple plurality vote. The board of directors appoint volunteers to serve on the supervisory committee, which is vested with monitoring safety and soundship of the organization. If deemed appropriate, the supervisory committee can suspend board members and can call a special meeting of the membership to evaluate the issue and vote to either dismiss or reinstate the board member.”

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

“Changes to the governing documents (bylaws and certificate of organization) must be approved by the member-owners after they have been approved by the board of directors and the regulatory agency. Approval occurs when at least 50% of the member-owners vote to approve.”

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

“Prior to being filed with the irs, a copy of the irs form 990 and related schedules are reviewed by the president/ceo, including a confirmation of the accuracy of every answer and oversight of appropriate changes. Upon completion of the president's review, the forms are reviewed and voted on at a board meeting prior to submittal to the irs.”

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

“Board members and officers annually receive a conflict of interest policy and sign/date that they agree and understand the cu's policy.”

Form 990, Part VI, Section B, Line 15

“Hrn performance solutions, an outside consultant, performs a compensation review for all positions in the credit union each year and compares the credit union to the market place. This was completed for all positions in 2016. In 2017 and 2018, we had all salary ranges moved based on the recommendations from hrn.”

Form 990, Part VI, Section C, Line 19

“Financial statements are posted in the lobby of the credit union.”

Filing and Contact Details

Filer

Filer Name
Ideal Credit Union
EIN
41-0519270
Phone
6517707000
Address
8499 TAMARACK RD, WOODBURY, MN 55125

Signing Officer

Name
Brian Sherrick
Title
CEO
Phone
6517707000
Signed
2019-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Sherrick
Formed
1926
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
224
Volunteers
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
109 N MAIN STREET SUITE 200, AUSTIN, MN 55912
Preparer
Tanya Medgaarden
Phone
5074347000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Other comprehensive loss -683,238. Rounding”

FORM 990, PART XII, LINE 2C:

“The process for the committee that assumes responsibility for oversight of the audit of the credit union's financial statements and selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, under irc section 501(c)(14), from federal and state income taxes. The credit union has filed tax returns in the past for potential taxable activities. The credit union has a net operating loss carryforward of approximately $238,000 for the 2017 tax year. A deferred tax asset has not been recognized for any future benefit of its use. The taxing authorities have the ability to assess taxes, penalties, and interest for any years for which no tax return is filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2018 and 2017. The credit union's 2015 and subsequent tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of assets reported in the revenue section of the 990 rounding”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of assets reported in the revenue section of the 990 rounding”

Raw XML AppendixShowing 400 of 686 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/Desc0THE CREDIT UNION PROVIDES FINANCIAL SERVICES TO APPROXIMATELY 52,929 MEMBERS. ALL EXCESS EARNINGS OF THE CREDIT UNION GO TO RETAINED EARNINGS, OUR ONLY SOURCE OF CAPITAL. WE PROVIDE A BROAD ARRAY OF FINANCIAL SERVICES INCLUDING CONSUMER LOANS, REAL ESTATE LOANS AND BUSINESS LOANS.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16141129
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1710692
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1867743
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1922186
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2018742
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2158280
IRS990/Form990PartVIISectionAGrp/PersonNm0CRAIG SPREITER
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL L BLEES
IRS990/Form990PartVIISectionAGrp/PersonNm2KEITH E HAUGE
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm4JUDY SCHADEWALD
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT VANCE
IRS990/Form990PartVIISectionAGrp/PersonNm6LAURIE LUDWIG
IRS990/Form990PartVIISectionAGrp/PersonNm7PETER OLSEN
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL FAHEY
IRS990/Form990PartVIISectionAGrp/PersonNm9LISA LIDDELL
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM MOSNER
IRS990/Form990PartVIISectionAGrp/PersonNm11DANIELLE DUCHEMIN
IRS990/Form990PartVIISectionAGrp/PersonNm12LEW LAMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY WESTBURG
IRS990/Form990PartVIISectionAGrp/PersonNm14DAN OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm15DENNIS BAUER
IRS990/Form990PartVIISectionAGrp/PersonNm16BRIAN SHERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm17CRAIG LUNDQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm18LAWRENCE MIGGLER
IRS990/Form990PartVIISectionAGrp/PersonNm19FAITH THOKES
IRS990/Form990PartVIISectionAGrp/PersonNm20ROXANNE SONNEK
IRS990/Form990PartVIISectionAGrp/PersonNm21ALISHA JOHNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02152
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1980
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23888
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3825
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt141582
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15419860
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16544710
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17194893
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18266794
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19182640
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20175063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21293563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17SR WEALTH ADVISOR OFFICE COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SR VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP OF MORTGAGE OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP OF ACCOUNTING/PAYMENT S
IRS990/Form990PartVIISectionAGrp/TitleTxt21SR VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01926
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt035215954
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/TotalAmt01408590
IRS990/InvestmentIncomeGrp/ExclusionAmt01672451
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01672451
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012573616
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt013733986
IRS990/InvestmentsProgramRelatedGrp/BOYAmt04273250
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04459718
IRS990/IRPDocumentCnt09719
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013434394
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021642669
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024441996
IRS990/LandBldgEquipCostOrOtherBssAmt037876390
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL SERVICES TO OUR MEMBERSHIP INCLUDING LOANS, DEPOSITS AND OTHER MISCELLANEOUS SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt065550000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt068690000
IRS990/NetAssetsOrFundBalancesBOYAmt067662675
IRS990/NetAssetsOrFundBalancesEOYAmt072016184
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-133629
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01075748
IRS990/OfficeExpensesGrp/TotalAmt02035361
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029206808
IRS990/OtherAssetsTotalGrp/EOYAmt032403605
IRS990/OtherChangesInNetAssetsAmt0-683238
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01806999
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL/OUTSIDE SE
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING EXPENSES
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL & PROMOTION
IRS990/OtherExpensesGrp/TotalAmt03955501
IRS990/OtherExpensesGrp/TotalAmt11017526
IRS990/OtherExpensesGrp/TotalAmt2716587
IRS990/OtherExpensesGrp/TotalAmt3566395
IRS990/OtherLiabilitiesGrp/BOYAmt0548031359
IRS990/OtherLiabilitiesGrp/EOYAmt0581274388
IRS990/OtherOrganizationDsc0CU
IRS990/OtherSalariesAndWagesGrp/TotalAmt09702714
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0543301438
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0566121881
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0700768
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02099469
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02078328
IRS990/PrincipalOfficerNm0BRIAN SHERRICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEES & SERVICE CHGS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15493566
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25019257
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15493566
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25046086
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt026829
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION PROVIDES A WIDE ARRAY OF DEPOSIT PRODUCTS TO OUR MEMBERS INCLUDING SAVINGS, MONEY MARKET, IRA'S, CD'S AND CHECKING. ATTACHED TO THE CHECKING WE OFFER ACCESS TO ATM'S, DEBIT CARDS, ACH AND OTHER PAYMENT SYSTEMS.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE CREDIT UNION PROVIDES ACCESS TO ALL MEMBERS THROUGH BOTH TELEPHONE AND INTERNET SERVICES.
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IRS990/PYOtherExpensesAmt012083524
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt031607987
IRS990/PYRevenuesLessExpensesAmt05500541
IRS990/PYSalariesCompEmpBnftPaidAmt012433914
IRS990/PYTotalExpensesAmt027091041
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032591582
IRS990/ReconcilationRevenueExpnssAmt05170376
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt067662675
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt072016184
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02988000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01992000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt012793090
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04889516
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017682606
IRS990ScheduleD/EquipmentGrp/BookValueAmt03894791
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08544878
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012439669
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt030045578
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt05967299
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05967299

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$732,008,715
Liabilities
$659,992,531
Net assets
$72,016,184
Revenue
$35,215,954
Expenses
$30,045,578
Net income
$5,170,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,039$930$109$63.1$59.8$3.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,022$918$104$56.2$50.6$5.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$988$889$99.9$48.2$41.1$7.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$932$840$91.8$42.8$35.7$7.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$859$775$83.2$42.0$35.9$6.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$763$686$77.2$39.7$34.7$5.00
2018Detailed filing. Detailed filing data is available for this year.$732$660$72.0$35.2$30.0$5.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$692$624$67.7$32.6$27.1$5.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$650$590$59.7$30.0$25.1$4.87
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$617$563$55.0$27.3$23.4$3.94
2014Summary only. Only limited summary data is available for this year.$588$536$51.5$26.0$22.8$3.16
2013Detailed filing. Detailed filing data is available for this year.$551$501$49.8$25.9$22.5$3.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$540$494$45.2$23.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$511$468$42.7$23.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$489$447$41.5$26.0
Peer Organizations

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