Civic Intelligence

Linn Area Credit Union

990 • Fiscal year 2016 • EIN 42-0173285

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization ProfileWWW.LINNAREACU.ORG

View Organization Page

3015 Blairsferry Rd NECedar Rapids, IA 52402

(319) 378-0101

Siviq Scores

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

Liabilities / Assets

85th percentile

0.91x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

19.27x

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

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Net Margin

53rd percentile

13%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

50th percentile

$388,257

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2016

Asset Growth

92nd percentile

13%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

6.1%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$412,420,716

Up $46,471,721 (+13%) from 2015

Net Assets

Up

$35,110,940

Up $2,584,168 (+7.9%) from 2015

Liabilities

Up

$377,309,776

Up $43,887,553 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin53rd percentile

Revenue

Up

$19,578,706

Up $1,127,236 (+6.1%) from 2015

Expenses

Up

$16,952,459

Up $1,073,324 (+6.8%) from 2015

Net Income

Up

$2,626,247

Up $53,912 (+2.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$800M$600M$400M$200M$0Assets 2010: $244,104,500Liabilities 2010: $221,747,752Net Assets 2010: $22,356,7482010Assets 2011: $284,194,614Liabilities 2011: $260,054,059Net Assets 2011: $24,140,5552011Assets 2012: $288,977,914Liabilities 2012: $262,296,620Net Assets 2012: $26,681,2942012Assets 2013: $309,597,098Liabilities 2013: $282,676,681Net Assets 2013: $26,920,4172013Assets 2014: $338,912,946Liabilities 2014: $308,657,147Net Assets 2014: $30,255,7992014Assets 2015: $365,948,995Liabilities 2015: $333,422,223Net Assets 2015: $32,526,7722015Assets 2016: $412,420,716Liabilities 2016: $377,309,776Net Assets 2016: $35,110,9402016Assets 2017: $444,879,456Liabilities 2017: $406,285,253Net Assets 2017: $38,594,2032017Assets 2018: $476,017,537Liabilities 2018: $434,807,695Net Assets 2018: $41,209,8422018Assets 2019: $467,914,453Liabilities 2019: $422,743,949Net Assets 2019: $45,170,5042019Assets 2020: $518,253,494Liabilities 2020: $469,051,996Net Assets 2020: $49,201,4982020Assets 2021: $567,752,241Liabilities 2021: $512,462,562Net Assets 2021: $55,289,6792021Assets 2022: $621,025,958Liabilities 2022: $561,281,724Net Assets 2022: $59,744,2342022Assets 2023: $667,141,652Liabilities 2023: $601,689,836Net Assets 2023: $65,451,8162023Assets 2024: $686,584,373Liabilities 2024: $616,142,883Net Assets 2024: $70,441,4902024

Highlighted filing

2016

Assets$412,420,716
Liabilities$377,309,776
Net Assets$35,110,940
Open 2016 Filing

Operations Trend

Revenue Growth42nd percentile

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

$60M$40M$20M$0Expenses 2010: $13,777,1552010Expenses 2011: $15,228,7862011Expenses 2012: $14,292,9872012Revenue 2013: $16,794,921Expenses 2013: $14,371,130Net Income 2013: $2,423,7912013Revenue 2014: $17,436,170Expenses 2014: $15,103,127Net Income 2014: $2,333,0432014Revenue 2015: $18,451,470Expenses 2015: $15,879,135Net Income 2015: $2,572,3352015Revenue 2016: $19,578,706Expenses 2016: $16,952,459Net Income 2016: $2,626,2472016Revenue 2017: $21,780,828Expenses 2017: $18,414,805Net Income 2017: $3,366,0232017Revenue 2018: $24,046,025Expenses 2018: $20,792,546Net Income 2018: $3,253,4792018Revenue 2019: $25,938,413Expenses 2019: $22,702,203Net Income 2019: $3,236,2102019Revenue 2020: $25,508,049Expenses 2020: $21,964,113Net Income 2020: $3,543,9362020Revenue 2021: $26,390,018Expenses 2021: $20,048,004Net Income 2021: $6,342,0142021Revenue 2022: $28,754,492Expenses 2022: $22,785,155Net Income 2022: $5,969,3372022Revenue 2023: $35,995,167Expenses 2023: $29,314,801Net Income 2023: $6,680,3662023Revenue 2024: $44,235,466Expenses 2024: $39,085,241Net Income 2024: $5,150,2252024

Highlighted filing

2016

Revenue$19,578,706
Expenses$16,952,459
Net Income$2,626,247
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$19,578,706
Mission and Program Overview

Mission

State chartered credit union

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$280,529,418$337,639,081▲ $57,109,663
Rtn Earn Endowment Incm Other Fnds$23,132,268$24,451,869▲ $1,319,601
Investments in Publicly Traded Securities$30,390,197$22,136,358▼ $8,253,839
Savings and Temporary Cash Investments$21,297,584$17,815,108▼ $3,482,476
Land, Buildings, and Equipment, Net$16,123,497$15,799,679▼ $323,818
Pd in Cap Srpls Land Bldg Eqp Fund$9,394,504$10,659,071▲ $1,264,567
Cash and Non-Interest-Bearing Accounts$2,572,218$2,123,677▼ $448,541
Prepaid Expenses and Deferred Charges$1,404,230$1,720,240▲ $316,010
Accounts Receivable$32,773$109,828▲ $77,055
Total Assets$365,948,995$412,420,716▲ $46,471,721
Other Assets Total$13,599,078$15,076,745▲ $1,477,667
Liabilities
Other Liabilities$283,873,099$316,374,754▲ $32,501,655
Mortgage Notes Payable Secured by Investment Property$46,500,000$58,025,000▲ $11,525,000
Accounts Payable and Accrued Expenses$3,049,124$2,910,022▼ $139,102
Total Liabilities$333,422,223$377,309,776▲ $43,887,553
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,526,772$35,110,940▲ $2,584,168
Total Liabilities and Net Assets / Fund Balance$365,948,995$412,420,716▲ $46,471,721

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,812,571$3,459,430$14,272,001
Equipment$1,447,664$5,267,511$6,715,175
Land$3,539,444-$3,539,444
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer LorenzPresident/ CFT$295,145$93,112$388,257
Jennifer LorenzPresident/ CEO-$231,980$156,277$388,257
James HagermanPresident-$24,240$2,436$295,677
Joannie BrunsSr VP MemberFT$142,419$59,993$202,412
Joannie BrunsSr VP Member Service-$103,570$98,842$202,412
Tracy TaylorVP of LendinFT$136,071$59,629$195,700
Tracy TaylorVP of Lending-$133,920$61,780$195,700
Richard HeadDirector ofFT$135,495$18,639$154,134
Richard HeadDirector of It-$106,709$47,425$154,134
PAULA O'ROURKESr VP FinancFT$138,754$13,303$152,057
PAULA O'ROURKESr VP Finance-$112,004$309,054$152,057
Larry PotterDirector of MortgFT$104,192$27,664$131,856

Board Members and Trustees

NameTitle
Darla PetersenBoard Member
Howard RattnerBoard Member
Joan AutermanBoard Member
Joyce FowlerBoard Member
Kent BakerBoard Member
Loren HarteltBoard Member
Margaret EichornBoard Member
Mike GillenBoard Member
Nicholas WagnerBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,875,593
Investment Income
$703,113
Other Revenue
$0
Change in Net Assets
$2,626,247

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,578,706
Total Revenue per Audited Statements
$19,578,706
Total Revenue per Form 990
$19,578,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,792,762
Salaries, Compensation, and Employee Benefits$7,159,697
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,914,356
Office Expenses---$1,172,395
Depreciation Depletion---$956,148
Other Employee Benefits---$797,182
Other Expenses---$740,263
All Other Expenses---$731,236
Interest---$575,089
Advertising---$499,500
Occupancy---$432,288
Payroll Taxes---$389,698
Current Officers, Directors, Trustees, and Key Employees---$388,257
Pension Plan Contributions---$376,963
Comp Disqual Persons---$293,241
Conferences and Meetings---$202,707
Insurance---$87,506
Fees for Services Accounting---$26,273
Fees for Services Legal---$13,165
Total Functional Expenses$0$0$0$16,952,459

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,952,459
Total Expenses per Audited Statements$16,952,459
Total Expenses per Form 990$16,952,459
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 Deposits$298,486,796
Non-member Deposits$17,887,958
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 6

“All depositors are considered members.”

Form 990, Page 6, Part VI, Line 7A

“The credit union members elect on an annual basis the members of the board of directors.”

Form 990, Page 6, Part VI, Line 7B

“Any proposed mergers must be approved by a majority of the membership.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“The security matrix on the data processing system prohibits employees and directors from initiating transactions on all accounts listed on their conflict of interest disclosure statement, which is updated annually.”

Form 990, Page 6, Part VI, Line 15A

“The process for determining compensation for the ceo includes a comparison of compensation for similarly qualified persons in comparable positions, review and approval by the board of directors and is documented in the board minutes. The last review was conducted in december 2016.”

Form 990, Page 6, Part VI, Line 15B

“The process for determining compensation for the key employees includes a comparison of compensation for similarly qualified persons in comparable positions, review and approval by the board of directors and is documented in the board minutes. The last review was conducted in december 2016.”

Form 990, Page 6, Part VI, Line 19

“The monthly financial statements are posted in the lobby and are updated on a monthly basis. The governing documents and conflict of interest policy are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Linn Area Credit Union
EIN
42-0173285
Phone
3193780101
Address
3015 BLAIRSFERRY RD NE, CEDAR RAPIDS, IA 52402

Signing Officer

Name
Jennifer Lorenz
Title
President/ CEO
Phone
3193780101
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Lorenz
Formed
1935
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
120
Volunteers
9

Preparer

Firm
Petersen & Associates
Address
506 E GOLD COAST RD STE 100, PAPILLION, NE 68046-4790
Preparer
Steven O Petersen
Phone
4023332800
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“N/A”

Form 990, Part XI, Line 9

“Net change in prefunded emp benefit valuation res. 90,251 net change in investment valuation reserve -132,330 total -42,079”

Raw XML AppendixShowing 400 of 470 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/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt087506
IRS990/InterestGrp/TotalAmt0575089
IRS990/InvestmentIncomeGrp/ExclusionAmt0703113
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0703113
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030390197
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022136358
IRS990/IRPDocumentCnt010660
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08726941
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016123497
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015799679
IRS990/LandBldgEquipCostOrOtherBssAmt024526620
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0STATE CHARTERED CREDIT UNION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt046500000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt058025000
IRS990/NetAssetsOrFundBalancesBOYAmt032526772
IRS990/NetAssetsOrFundBalancesEOYAmt035110940
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0432288
IRS990/OfficeExpensesGrp/TotalAmt01172395
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013599078
IRS990/OtherAssetsTotalGrp/EOYAmt015076745
IRS990/OtherChangesInNetAssetsAmt0-42079
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0797182
IRS990/OtherExpensesGrp/Desc0DIVIDEND EXPENSE
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2DATA PROCESSING
IRS990/OtherExpensesGrp/Desc3PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt02129885
IRS990/OtherExpensesGrp/TotalAmt11404894
IRS990/OtherExpensesGrp/TotalAmt2821413
IRS990/OtherExpensesGrp/TotalAmt3740263
IRS990/OtherLiabilitiesGrp/BOYAmt0283873099
IRS990/OtherLiabilitiesGrp/EOYAmt0316374754
IRS990/OtherSalariesAndWagesGrp/TotalAmt04914356
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0280529418
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0337639081
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt0389698
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt09394504
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt010659071
IRS990/PensionPlanContributionsGrp/TotalAmt0376963
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01404230
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01720240
IRS990/PrincipalOfficerNm0JENNIFER LORENZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt013505820
IRS990/ProgramServiceRevenueGrp/ExclusionAmt12714831
IRS990/ProgramServiceRevenueGrp/ExclusionAmt22654942
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013505820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12714831
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22654942
IRS990/ProgSrvcAccomActyOtherGrp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0830538
IRS990/PYOtherExpensesAmt08859386
IRS990/PYProgramServiceRevenueAmt017620932
IRS990/PYRevenuesLessExpensesAmt02572335
IRS990/PYSalariesCompEmpBnftPaidAmt07019749
IRS990/PYTotalExpensesAmt015879135
IRS990/PYTotalRevenueAmt018451470
IRS990/ReconcilationRevenueExpnssAmt02626247
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023132268
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt024451869
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021297584
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017815108
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt010812571
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03459430
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014272001
IRS990ScheduleD/EquipmentGrp/BookValueAmt01447664
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05267511
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06715175
IRS990ScheduleD/ExpensesSubtotalAmt016952459
IRS990ScheduleD/LandGrp/BookValueAmt03539444
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03539444
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0298486796
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117887958
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NON-MEMBER DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt019578706
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015799679
IRS990ScheduleD/TotalExpensesPerForm990Amt016952459
IRS990ScheduleD/TotalLiabilityAmt0316374754
IRS990ScheduleD/TotalRevenuePerForm990Amt019578706
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt019578706
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016952459
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0231980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1103570
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2112004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3133920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4106709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt524240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount03000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount113055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount226750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount32151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount428786
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt042383
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt125654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt2269001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt071909
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt138511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt23967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt345568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt410958
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt52424
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt021203
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt121482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt29336
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt314061
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt47681
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt060165
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt125794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt2269001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JENNIFER LORENZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOANNIE BRUNS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2PAULA O'ROURKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3TRACY TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4RICHARD HEAD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5JAMES HAGERMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/ CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SR VP MEMBER SERVICE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SR VP FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3VP OF LENDING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4DIRECTOR OF IT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0388257
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1202412
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2152057
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3195700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt4154134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt5295677
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0JENNIFER LORENZ 0 42,383 0 JOANNIE BRUNS 0 25,654 0 JAMES HAGERMAN 0 269,001 0
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990ScheduleJ/TravelForCompanionsInd0X
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DEPOSITORS ARE CONSIDERED MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION MEMBERS ELECT ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY PROPOSED MERGERS MUST BE APPROVED BY A MAJORITY OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SECURITY MATRIX ON THE DATA PROCESSING SYSTEM PROHIBITS EMPLOYEES AND DIRECTORS FROM INITIATING TRANSACTIONS ON ALL ACCOUNTS LISTED ON THEIR CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH IS UPDATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES A COMPARISON OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS, REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS CONDUCTED IN DECEMBER 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS FOR DETERMINING COMPENSATION FOR THE KEY EMPLOYEES INCLUDES A COMPARISON OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS, REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS CONDUCTED IN DECEMBER 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE MONTHLY FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY AND ARE UPDATED ON A MONTHLY BASIS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NET CHANGE IN PREFUNDED EMP BENEFIT VALUATION RES. 90,251 NET CHANGE IN INVESTMENT VALUATION RESERVE -132,330 TOTAL -42,079
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToProxyTaxInd0false

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,420,716
Liabilities
$377,309,776
Net assets
$35,110,940
Revenue
$19,578,706
Expenses
$16,952,459
Net income
$2,626,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$687$616$70.4$44.2$39.1$5.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$667$602$65.5$36.0$29.3$6.68
2022Detailed filing. Detailed filing data is available for this year.$621$561$59.7$28.8$22.8$5.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$568$512$55.3$26.4$20.0$6.34
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$518$469$49.2$25.5$22.0$3.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$468$423$45.2$25.9$22.7$3.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$476$435$41.2$24.0$20.8$3.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$445$406$38.6$21.8$18.4$3.37
2016Detailed filing. Detailed filing data is available for this year.$412$377$35.1$19.6$17.0$2.63
2015Detailed filing. Detailed filing data is available for this year.$366$333$32.5$18.5$15.9$2.57
2014Detailed filing. Detailed filing data is available for this year.$339$309$30.3$17.4$15.1$2.33
2013Detailed filing. Detailed filing data is available for this year.$310$283$26.9$16.8$14.4$2.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$289$262$26.7$14.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$284$260$24.1$15.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$244$222$22.4$13.8