Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.82x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
12th percentile
Higher top officer pay than 12% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Balance Sheet
Assets
Up$98,543,927
Up $1,646,442 (+1.7%) from 2024
Net Assets
Up$17,585,969
Up $1,381,297 (+8.5%) from 2024
Liabilities
Up$80,957,958
Up $265,145 (+0.3%) from 2024
Revenue And Expenses
Revenue
Down$6,261,698
Down $121,937 (-1.9%) from 2024
Expenses
Down$4,881,855
Down $148,217 (-2.9%) from 2024
Net Income
Up$1,379,843
Up $26,280 (+1.9%) from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2025 to Dec 31, 2025
- Signed
- Apr 23, 2026
- Return Version
- 2025v4.1
- Gross Receipts
- $6,261,698
Mission and Program Overview
Mission
Growing to provide exceptional rates, competitive financial products, and friendly service to a membership dedicated to community services.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $75,271,250 | $72,446,926 | ▼ $2,824,324 |
| Savings and Temporary Cash Investments | $14,359,312 | $18,499,313 | ▲ $4,140,001 |
| Rtn Earn Endowment Incm Other Fnds | $9,306,560 | $10,479,377 | ▲ $1,172,817 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $6,898,112 | $7,106,592 | ▲ $208,480 |
| Land, Buildings, and Equipment, Net | $1,704,797 | $1,575,438 | ▼ $129,359 |
| Investments in Publicly Traded Securities | $961,457 | $1,040,846 | ▲ $79,389 |
| Cash and Non-Interest-Bearing Accounts | $422,006 | $818,373 | ▲ $396,367 |
| Prepaid Expenses and Deferred Charges | $135,604 | $102,909 | ▼ $32,695 |
| Accounts Receivable | $33,832 | $31,662 | ▼ $2,170 |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $96,897,485 | $98,543,927 | ▲ $1,646,442 |
| Other Assets Total | $4,009,227 | $4,028,460 | ▲ $19,233 |
| Liabilities | |||
| Other Liabilities | $79,888,304 | $80,253,239 | ▲ $364,935 |
| Accounts Payable and Accrued Expenses | $804,509 | $704,719 | ▼ $99,790 |
| Total Liabilities | $80,692,813 | $80,957,958 | ▲ $265,145 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $16,204,672 | $17,585,969 | ▲ $1,381,297 |
| Total Liabilities and Net Assets / Fund Balance | $96,897,485 | $98,543,927 | ▲ $1,646,442 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $410,842 | $756,191 | $1,167,033 |
| Buildings | $555,596 | $528,495 | $1,084,091 |
| Other Land Buildings | $166,722 | $287,811 | $454,533 |
| Land | $442,278 | - | $442,278 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Dale Bruce | Director |
| Dave Ness | Director |
| Eric Hartman | Director |
| Gene Haigh | Director |
| Jason Haigh | Director |
| Marty Trepp | Director |
| Mike Morgan | Director |
| Nichole Benge | Director |
| Nick Brockman | Director |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $5,354,485
- Investment Income
- $907,213
- Other Revenue
- $0
- Change in Net Assets
- $1,379,843
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $4,881,855 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| All Other Expenses | - | - | - | $919,088 |
| Other Expenses | - | - | - | $288,000 |
| Occupancy | - | - | - | $222,857 |
| Office Expenses | - | - | - | $194,183 |
| Depreciation Depletion | - | - | - | $184,213 |
| Advertising | - | - | - | $75,317 |
| Insurance | - | - | - | $44,563 |
| Conferences and Meetings | - | - | - | $39,922 |
| Fees for Services Accounting | - | - | - | $33,590 |
| Fees for Services Legal | - | - | - | $10,765 |
| Total Functional Expenses | $0 | $0 | $0 | $4,881,855 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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 Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Member Deposits | $80,253,238 |
| Rounding | $1 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Backup withholding compliance
- No
- 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
- No
- 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
“All depositors are considered members.”
Form 990, Part VI, Section A, Line 7A
“The credit unioin members elect on an annual basis the members of the board of directors.”
Form 990, Part VI, Section A, Line 7B
“Any proposed mergers must be approved by a majority of the membership.”
Form 990, Part VI, Section B, Line 11B
“No review was or will be conducted.”
Form 990, Part VI, Section B, 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, Part VI, Section B, Line 15A
“The process for determining compensation for the ceo includes a comparison of compensation for similarly qualified persons in comparable positions utilizing cuna salary survey & oasis. The salary is reviewed and approved by the board of directors and is documented in the board minutes. The last review was conducted in december 2025.”
Form 990, Part VI, Section C, 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
- Serve Credit Union
- EIN
- 42-0773825
- Phone
- 5152432677
- Address
- 423 EAST COURT AVENUE, DES MOINES, IA 50309
Signing Officer
- Name
- Jami Weems
- Title
- CEO
- Signed
- 2026-04-23
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Jami Weems
- Formed
- 1931
- Legal Domicile
- Ia
- Voting Board Members
- 9
- Independent Board Members
- 9
- Employees
- 0
- Volunteers
- 10
Preparer
- Firm
- Petersen & Associates CPA
- Address
- 506 E Gold Coast Rd, Papillion, NE 68046
- Preparer
- Steven O Petersen
- Phone
- 4025929510
Supplemental Narrative
Additional Explanations
Form 990, Part IX, Line 24E
“ASSOCIATION DUES: Column (A) - Total = $12146; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E
“DATA PROCESSING: Column (A) - Total = $163191; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E
“EXAM FEES: Column (A) - Total = $24148; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E
“LOAN SERVICING: Column (A) - Total = $165734; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E
“MISCELLANEOUS: Column (A) - Total = $63893; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E
“OTHER BENEFITS: Column (A) - Total = $118635; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E
“OTHER PROFESSIONAL FEES: Column (A) - Total = $169584; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E
“PAYROLL TAXES: Column (A) - Total = $106142; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E
“PROFIT SHARING: Column (A) - Total = $95615; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part XI, Line 9
“Net change in investment valuation reserve = $1454”
Raw XML AppendixShowing 400 of 403 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/NetAssetsOrFundBalancesBOYAmt | 0 | 16204672 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 17585969 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 222857 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 194183 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 4009227 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 4028460 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 1454 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PAYROLL |
| IRS990/OtherExpensesGrp/Desc | 1 | DIVIDENDS |
| IRS990/OtherExpensesGrp/Desc | 2 | ATM/DEBIT CARD PROCESSING |
| IRS990/OtherExpensesGrp/Desc | 3 | PROVISION |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1284306 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1209898 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 375153 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 288000 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 79888304 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 80253239 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 75271250 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 72446926 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 6898112 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 7106592 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 135604 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 102909 |
| IRS990/PrincipalOfficerNm | 0 | JAMI WEEMS |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | FEE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | INTEREST ON LOANS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | MISCELLANEOUS INCOME |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 209530 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 4413700 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 2 | 731255 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 209530 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 4413700 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 731255 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | N/A |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | N/A |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 723633 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 5030072 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 5660002 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1353563 |
| IRS990/PYTotalExpensesAmt | 0 | 5030072 |
| IRS990/PYTotalRevenueAmt | 0 | 6383635 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1379843 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 9306560 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 10479377 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 14359312 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 18499313 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 555596 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 528495 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1084091 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 442278 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 442278 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt | 0 | 410842 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt | 0 | 756191 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt | 0 | 1167033 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 166722 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 287811 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 454533 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 80253238 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 1 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | MEMBER DEPOSITS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Rounding |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 1575438 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 80253239 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ALL DEPOSITORS ARE CONSIDERED MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE CREDIT UNIOIN MEMBERS ELECT ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ANY PROPOSED MERGERS MUST BE APPROVED BY A MAJORITY OF THE MEMBERSHIP. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NO REVIEW WAS OR WILL BE CONDUCTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES A COMPARISON OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS UTILIZING CUNA SALARY SURVEY & OASIS. THE SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS CONDUCTED IN DECEMBER 2025. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ASSOCIATION DUES: Column (A) - Total = $12146; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | DATA PROCESSING: Column (A) - Total = $163191; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | EXAM FEES: Column (A) - Total = $24148; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | LOAN SERVICING: Column (A) - Total = $165734; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | MISCELLANEOUS: Column (A) - Total = $63893; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | OTHER BENEFITS: Column (A) - Total = $118635; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | OTHER PROFESSIONAL FEES: Column (A) - Total = $169584; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | PAYROLL TAXES: Column (A) - Total = $106142; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | PROFIT SHARING: Column (A) - Total = $95615; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | NET CHANGE IN INVESTMENT VALUATION RESERVE = $1454 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, Line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, Line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, Line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section B, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section B, Line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Form 990, Part XI, Line 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | IA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 96897485 |
| IRS990/TotalAssetsEOYAmt | 0 | 98543927 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 96897485 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 98543927 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 4881855 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 80692813 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 80957958 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 80692813 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 80957958 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 16204672 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 17585969 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 5354485 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 6261698 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 6261698 |
| IRS990/TotalVolunteersCnt | 0 | 10 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 96897485 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 98543927 |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 9 |
| IRS990/VotingMembersIndependentCnt | 0 | 9 |
| IRS990/WebsiteAddressTxt | 0 | www.servecu.org |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMI WEEMS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CEO |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-04-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SERVE CREDIT UNION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SERV |
| ReturnHeader/Filer/EIN | 0 | 420773825 |
| ReturnHeader/Filer/PhoneNum | 0 | 5152432677 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 423 EAST COURT AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DES MOINES |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50309 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 470749138 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Petersen & Associates CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 506 E Gold Coast Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Papillion |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 68046 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4025929510 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Steven O Petersen |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2026-04-23T06:07:50-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $98,543,927
- Liabilities
- $80,957,958
- Net assets
- $17,585,969
- Revenue
- $6,261,698
- Expenses
- $4,881,855
- Net income
- $1,379,843