Civic Intelligence

Infuze Credit Union

990 • Fiscal year 2019 • EIN 43-0707914

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileWWW.INFUZECU.ORG

View Organization Page

PO Box 2009Waynesville, MO 65583-0500

(573) 329-3151

Siviq Scores

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

Liabilities / Assets

84th percentile

0.91x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

16.43x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Net Margin

12th percentile

4.8%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$210,096

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Asset Growth

82nd percentile

8.6%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

21%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$244,986,568

Up $18,915,026 (+8.4%) from 2017

Net Assets

Up

$21,698,301

Up $1,219,081 (+6.0%) from 2017

Liabilities

Up

$223,288,267

Up $17,695,945 (+8.6%) from 2017

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin12th percentile

Revenue

Up

$13,593,097

Up $2,384,971 (+21%) from 2017

Expenses

Up

$12,943,714

Up $1,847,461 (+17%) from 2017

Net Income

Up

$649,383

Up $537,510 (+480%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$400M$300M$200M$100M$0Assets 2010: $160,053,877Liabilities 2010: $142,922,029Net Assets 2010: $17,131,8482010Assets 2011: $168,820,169Liabilities 2011: $150,563,325Net Assets 2011: $18,256,8442011Assets 2012: $196,718,609Liabilities 2012: $176,934,683Net Assets 2012: $19,783,9262012Assets 2014: $213,944,814Liabilities 2014: $193,813,623Net Assets 2014: $20,131,1912014Assets 2015: $224,661,427Liabilities 2015: $204,238,875Net Assets 2015: $20,422,5522015Assets 2016: $224,182,413Liabilities 2016: $203,841,317Net Assets 2016: $20,341,0962016Assets 2017: $226,071,542Liabilities 2017: $205,592,322Net Assets 2017: $20,479,2202017Assets 2019: $244,986,568Liabilities 2019: $223,288,267Net Assets 2019: $21,698,3012019Assets 2020: $272,103,258Liabilities 2020: $249,062,488Net Assets 2020: $23,040,7702020Assets 2021: $305,813,117Liabilities 2021: $280,222,808Net Assets 2021: $25,590,3092021Assets 2024: $385,545,638Liabilities 2024: $346,076,826Net Assets 2024: $39,468,8122024

Highlighted filing

2019

Assets$244,986,568
Liabilities$223,288,267
Net Assets$21,698,301
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$40M$30M$20M$10M$0Expenses 2010: $8,180,9232010Expenses 2011: $7,888,2592011Expenses 2012: $8,259,4842012Revenue 2014: $10,591,069Expenses 2014: $10,199,140Net Income 2014: $391,9292014Revenue 2015: $11,023,270Expenses 2015: $10,611,034Net Income 2015: $412,2362015Revenue 2016: $10,593,874Expenses 2016: $10,294,744Net Income 2016: $299,1302016Revenue 2017: $11,208,126Expenses 2017: $11,096,253Net Income 2017: $111,8732017Revenue 2019: $13,593,097Expenses 2019: $12,943,714Net Income 2019: $649,3832019Revenue 2020: $14,544,435Expenses 2020: $13,447,781Net Income 2020: $1,096,6542020Revenue 2021: $16,572,504Expenses 2021: $13,759,843Net Income 2021: $2,812,6612021Revenue 2024: $30,886,730Expenses 2024: $24,958,069Net Income 2024: $5,928,6612024

Highlighted filing

2019

Revenue$13,593,097
Expenses$12,943,714
Net Income$649,383
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$15,398,622
Mission and Program Overview

Mission

Protect the cooperative, serve our members, and take care of each other

To build strong financial lives together through education, innovation, member service, and community involvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$169,781,489$182,448,709▲ $12,667,220
Savings and Temporary Cash Investments$16,035,082$26,433,160▲ $10,398,078
Rtn Earn Endowment Incm Other Fnds$20,665,691$21,698,301▲ $1,032,610
Land, Buildings, and Equipment, Net$13,678,578$13,480,266▼ $198,312
Investments in Publicly Traded Securities$14,367,930$9,820,697▼ $4,547,233
Cash and Non-Interest-Bearing Accounts$5,584,475$6,168,771▲ $584,296
Prepaid Expenses and Deferred Charges$810,042$921,522▲ $111,480
Investments Other Securities$509,533$507,332▼ $2,201
Accounts Receivable$107,042$250,498▲ $143,456
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$225,654,215$244,986,568▲ $19,332,353
Other Assets Total$4,780,044$4,955,613▲ $175,569
Liabilities
Other Liabilities$203,869,968$222,117,925▲ $18,247,957
Accounts Payable and Accrued Expenses$1,118,556$1,170,342▲ $51,786
Total Liabilities$204,988,524$223,288,267▲ $18,299,743
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,665,691$21,698,301▲ $1,032,610
Total Liabilities and Net Assets / Fund Balance$225,654,215$244,986,568▲ $19,332,353

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,383,830$1,090,420$10,474,250
Equipment$1,513,368$3,059,533$4,572,901
Land$2,396,545-$2,396,545
Other Land Buildings$186,523$124,784$311,307
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SmithPresident/CEOFT$187,338$22,758$210,096
Tracy SmithExecutive Vice President/COOFT$141,288$25,325$166,613
Brandon MillerChief Financial OfficerFT$135,086$23,067$158,153
Bryan GentleSenior Vice President It & SecurityFT$123,544$6,892$130,436

Board Members and Trustees

NameTitle
Janice HartingerChairperson
Paula DyeVice Chairperson
Bill OberholtzerDirector
Jim CheneyDirector
Mike AnthonyDirector
Rick HarneDirector
Rosalind PrideDirector
Pam WelchSecretary
Dee DerrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,009,750
Investment Income
$531,932
Other Revenue
$51,415
Change in Net Assets
$649,383

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,593,097
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$13,593,097
Total Revenue per Form 990
$13,593,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,923,507
Salaries, Compensation, and Employee Benefits$5,010,207
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,557,958
Information Technology---$857,155
Depreciation Depletion---$695,946
Advertising---$693,383
Current Officers, Directors, Trustees, and Key Employees---$665,298
Office Expenses---$609,848
Other Employee Benefits---$339,935
Payroll Taxes---$313,765
Occupancy---$310,718
Conferences and Meetings---$136,023
Pension Plan Contributions---$133,251
Insurance---$100,709
Fees for Services Legal---$99,233
All Other Expenses---$98,678
Fees for Services Accounting---$84,560
Other Expenses---$59,863
Grants to Domestic Individuals---$10,000
Total Functional Expenses$0$0$0$12,943,714

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,943,714
Total Expenses per Audited Statements$12,943,714
Total Expenses per Form 990$12,943,714
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 Share Deposits$222,117,925
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union is mutually owned by members.”

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

“The board of directors are elected by the credit union members.”

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

“Certain significant changes are subject to approval by the credit union members; however, no such changes were made during the year.”

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

“The president/ceo and cfo review the form 990 before filing.”

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

“Annually, all officers, directors and key employees are required to review the conflict of interest policy, disclose any interests that could give rise to conflicts, and submit a signed statement to that effect. These statements are maintained on file by human resources at the credit union.”

Form 990, Part VI, Section B, Line 15

“The compensation committee of the board of directors reviews the president/ceo's performance with an independent salary consultant and determines compensation persuant to a written employment contract. All other management compensation is determined using compease salary administration software and is presented as part of the budget package to the board of directors for approval. Deliberations and decisions are documented in the board minutes.”

Form 990, Part VI, Section C, Line 19

“Financial statements are posted in the credit union lobby, presented at the annual meeting, and are available upon request. In addition, the ncua website posts financial information as part of the quarterly call reports. Other documents, policies, and procedures are available upon request.”

Filing and Contact Details

Filer

Filer Name
Infuze Credit Union
EIN
43-0707914
Phone
5733293151
Address
PO BOX 2009, WAYNESVILLE, MO 65583-0500

Signing Officer

Name
Michael Smith
Title
President/CEO
Phone
5733293151
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Smith
Formed
1954
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
139
Volunteers
14

Preparer

Firm
J Tenbrink & Associates
Address
11272 S RIDGEVIEW RD, OLATHE, KS 66061
Preparer
Gerald Tenbrink
Phone
9138946214
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The credit union provides "score enhancement" training to members.”

PART X, LINE 2:

“The credit union is exempt by statute from federal income taxes except for certain products and services which have been deemed by the internal revenue service (irs) to be unrelated to the credit union's exempt purpose. As presented in technical advice memorandums, the net taxable income from these products and services is subject to income taxes under the unrelated business income tax (ubit) regulations. In management's opinion, the credit union has no unrelated taxable business income and no accrual has been recorded. Taxing authorities have the ability to assess taxes, penalties and interest for any years for which no tax return was filed. In the opinion of management, the estimated liability for any potential tax assessment would not have a material effect on the credit union's financial position or results of operations.”

Raw XML AppendixShowing 400 of 491 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/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BUILD STRONG FINANCIAL LIVES TOGETHER THROUGH EDUCATION, INNOVATION, MEMBER SERVICE, AND COMMUNITY INVOLVEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020665691
IRS990/NetAssetsOrFundBalancesEOYAmt021698301
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01433
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01433
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0383227
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0310718
IRS990/OfficeExpensesGrp/TotalAmt0609848
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04780044
IRS990/OtherAssetsTotalGrp/EOYAmt04955613
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0339935
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1MEMBER DIVIDENDS
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3ASSOCIATION DUES
IRS990/OtherExpensesGrp/TotalAmt01694775
IRS990/OtherExpensesGrp/TotalAmt11399766
IRS990/OtherExpensesGrp/TotalAmt21082850
IRS990/OtherExpensesGrp/TotalAmt359863
IRS990/OtherLiabilitiesGrp/BOYAmt0203869968
IRS990/OtherLiabilitiesGrp/EOYAmt0222117925
IRS990/OtherSalariesAndWagesGrp/TotalAmt03557958
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0169781489
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0182448709
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0313765
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0133251
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0810042
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0921522
IRS990/PrincipalOfficerNm0MICHAEL SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3524298
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEES & OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2NON-MEMBER FEES
IRS990/ProgramServiceRevenueGrp/Desc3WARRANTY SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08673826
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14066979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08673826
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14066979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2250112
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt318833
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0250112
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt118833
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES A SOURCE OF CREDIT TO MEMBERS AT A FAIR AND REASONABLE RATE OF INTEREST. AS OF DECEMBER 31, 2019, THERE WERE 16,887 LOANS OUTSTANDING TOTALING $184,301,217.
IRS990/ProgSrvcAccomActy3Grp/Desc0PAID DIVIDENDS ON MEMBER DEPOSITS TOTALING $1,399,766 FOR THE YEAR.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt08000
IRS990/PYInvestmentIncomeAmt0343645
IRS990/PYOtherExpensesAmt06231986
IRS990/PYOtherRevenueAmt051624
IRS990/PYProgramServiceRevenueAmt010835062
IRS990/PYRevenuesLessExpensesAmt0486557
IRS990/PYSalariesCompEmpBnftPaidAmt04503788
IRS990/PYTotalExpensesAmt010743774
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011230331
IRS990/ReconcilationRevenueExpnssAmt0649383
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt051415
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt051415
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt020665691
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt021698301
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016035082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026433160
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09383830
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01090420
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010474250
IRS990ScheduleD/EquipmentGrp/BookValueAmt01513368
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03059533
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04572901
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012943714
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt02396545
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02396545
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0186523
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0124784
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0311307
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0222117925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt013593097
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION PROVIDES "SCORE ENHANCEMENT" TRAINING TO MEMBERS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION IS EXEMPT BY STATUTE FROM FEDERAL INCOME TAXES EXCEPT FOR CERTAIN PRODUCTS AND SERVICES WHICH HAVE BEEN DEEMED BY THE INTERNAL REVENUE SERVICE (IRS) TO BE UNRELATED TO THE CREDIT UNION'S EXEMPT PURPOSE. AS PRESENTED IN TECHNICAL ADVICE MEMORANDUMS, THE NET TAXABLE INCOME FROM THESE PRODUCTS AND SERVICES IS SUBJECT TO INCOME TAXES UNDER THE UNRELATED BUSINESS INCOME TAX (UBIT) REGULATIONS. IN MANAGEMENT'S OPINION, THE CREDIT UNION HAS NO UNRELATED TAXABLE BUSINESS INCOME AND NO ACCRUAL HAS BEEN RECORDED. TAXING AUTHORITIES HAVE THE ABILITY TO ASSESS TAXES, PENALTIES AND INTEREST FOR ANY YEARS FOR WHICH NO TAX RETURN WAS FILED. IN THE OPINION OF MANAGEMENT, THE ESTIMATED LIABILITY FOR ANY POTENTIAL TAX ASSESSMENT WOULD NOT HAVE A MATERIAL EFFECT ON THE CREDIT UNION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013480266
IRS990ScheduleD/TotalExpensesPerForm990Amt012943714
IRS990ScheduleD/TotalLiabilityAmt0222117925
IRS990ScheduleD/TotalRevenuePerForm990Amt013593097
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013593097
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012943714
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FIVE $2,000 SCHOLARSHIPS WERE AWARDED IN 2019.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE "MARION DALE SUMMERFORD MEMORIAL SCHOLARSHIP" PROGRAM AWARDS SCHOLARSHIPS TO ASSIST MEMBERS IN THEIR PURSUIT OF HIGHER EDUCATION. THE PROGRAM IS OPEN TO ELIGIBLE MEMBERS WHO PLAN TO CONTINUE THIER EDUCATION AT A UNIVERSITY, COLLEGE OR TECHNICAL SCHOOL. FUNDS ARE DISTRIBUTED DIRECTLY TO THE SCHOOL IN THE STUDENT'S NAME UPON CONFIRMATION OF ENROLLMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0187338
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1141288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2135086
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount110450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount29488
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt09324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt18171
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt26875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013434
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt16704
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt26704
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TRACY SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BRANDON MILLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT/COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0210096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1166613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2158153
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE PRESIDENT/CEO'S PERFORMANCE WITH AN INDEPENDENT SALARY CONSULTANT AND DETERMINES COMPENSATION PERSUANT TO A WRITTEN EMPLOYMENT CONTRACT. DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS MUTUALLY OWNED BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ARE ELECTED BY THE CREDIT UNION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN SIGNIFICANT CHANGES ARE SUBJECT TO APPROVAL BY THE CREDIT UNION MEMBERS; HOWEVER, NO SUCH CHANGES WERE MADE DURING THE YEAR.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$244,986,568
Liabilities
$223,288,267
Net assets
$21,698,301
Revenue
$13,593,097
Expenses
$12,943,714
Net income
$649,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$386$346$39.5$30.9$25.0$5.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$306$280$25.6$16.6$13.8$2.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$272$249$23.0$14.5$13.4$1.10
2019Detailed filing. Detailed filing data is available for this year.$245$223$21.7$13.6$12.9$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$206$20.5$11.2$11.1$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$204$20.3$10.6$10.3$0.30
2015Detailed filing. Detailed filing data is available for this year.$225$204$20.4$11.0$10.6$0.41
2014Detailed filing. Detailed filing data is available for this year.$214$194$20.1$10.6$10.2$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$197$177$19.8$8.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$169$151$18.3$7.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$160$143$17.1$8.18
Peer Organizations

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