Civic Intelligence

Goetz Credit Union

990 • Fiscal year 2017 • EIN 44-0261775

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 09, 2018

Organization ProfileWWW.GOETZCU.COM

View Organization Page

1905 Howard StSt Joseph, MO 64501-1540

(816) 232-8754

Siviq Scores

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

Liabilities / Assets

35th percentile

0.87x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

28th percentile

16.22x

Higher debt load relative to revenue than 28% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

68th percentile

$164,019

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Asset Growth

35th percentile

1.8%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

5.3%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$55,831,640

Up $962,687 (+1.8%) from 2016

Net Assets

Up

$7,139,004

Up $267,355 (+3.9%) from 2016

Liabilities

Up

$48,692,636

Up $695,332 (+1.4%) from 2016

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin59th percentile

Revenue

Up

$3,002,707

Up $151,788 (+5.3%) from 2016

Expenses

Up

$2,637,570

Up $313,702 (+13%) from 2016

Net Income

Down

$365,137

Down $161,914 (-31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$100M$50M$0Assets 2010: $34,378,082Liabilities 2010: $29,596,842Net Assets 2010: $4,781,2402010Assets 2011: $37,741,919Liabilities 2011: $32,597,645Net Assets 2011: $5,144,2742011Assets 2012: $40,956,358Liabilities 2012: $35,516,273Net Assets 2012: $5,440,0852012Assets 2013: $43,052,809Liabilities 2013: $37,488,747Net Assets 2013: $5,564,0622013Assets 2015: $51,785,983Liabilities 2015: $45,406,161Net Assets 2015: $6,379,8222015Assets 2016: $54,868,953Liabilities 2016: $47,997,304Net Assets 2016: $6,871,6492016Assets 2017: $55,831,640Liabilities 2017: $48,692,636Net Assets 2017: $7,139,0042017Assets 2019: $61,563,191Liabilities 2019: $53,561,942Net Assets 2019: $8,001,2492019Assets 2020: $74,697,247Liabilities 2020: $66,176,237Net Assets 2020: $8,521,0102020Assets 2021: $85,915,878Liabilities 2021: $76,939,682Net Assets 2021: $8,976,1962021Assets 2022: $85,517,811Liabilities 2022: $75,604,825Net Assets 2022: $9,912,9862022

Highlighted filing

2017

Assets$55,831,640
Liabilities$48,692,636
Net Assets$7,139,004
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $1,456,7682010Expenses 2011: $1,656,1362011Expenses 2012: $1,848,9512012Revenue 2013: $2,129,237Expenses 2013: $1,853,447Net Income 2013: $275,7902013Revenue 2015: $2,447,927Expenses 2015: $1,905,073Net Income 2015: $542,8542015Revenue 2016: $2,850,919Expenses 2016: $2,323,868Net Income 2016: $527,0512016Revenue 2017: $3,002,707Expenses 2017: $2,637,570Net Income 2017: $365,1372017Revenue 2019: $3,621,690Expenses 2019: $3,170,712Net Income 2019: $450,9782019Revenue 2020: $3,720,551Expenses 2020: $3,047,023Net Income 2020: $673,5282020Revenue 2021: $3,831,238Expenses 2021: $3,254,918Net Income 2021: $576,3202021Revenue 2022: $4,516,158Expenses 2022: $3,746,043Net Income 2022: $770,1152022

Highlighted filing

2017

Revenue$3,002,707
Expenses$2,637,570
Net Income$365,137
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 9, 2018
Return Version
2017v2.2
Gross Receipts
$3,002,707
Mission and Program Overview

Mission

To provide high quality financial services for our members/owners, enhancing their financial well-being while maintaining the financial strength of the credit union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$31,294,485$34,426,327▲ $3,131,842
Cash and Non-Interest-Bearing Accounts$9,801,106$9,748,938▼ $52,168
Savings and Temporary Cash Investments$11,426,628$9,276,396▼ $2,150,232
Rtn Earn Endowment Incm Other Fnds$6,871,649$7,139,004▲ $267,355
Land, Buildings, and Equipment, Net$157,216$113,886▼ $43,330
Prepaid Expenses and Deferred Charges$18,124$31,785▲ $13,661
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,868,953$55,831,640▲ $962,687
Other Assets Total$2,171,394$2,234,308▲ $62,914
Liabilities
Other Liabilities$47,245,096$47,857,680▲ $612,584
Accounts Payable and Accrued Expenses$752,208$834,956▲ $82,748
Total Liabilities$47,997,304$48,692,636▲ $695,332
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,871,649$7,139,004▲ $267,355
Total Liabilities and Net Assets / Fund Balance$54,868,953$55,831,640▲ $962,687

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$62,432$430,522$492,954
Buildings$15,808$322,434$338,242
Other Land Buildings$12,497$90,509$103,006
Land$23,149-$23,149
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonda DavidsonPresidentFT$97,908$66,111$164,019

Board Members and Trustees

NameTitle
Carol WoodChairman
Kelly WelchSecretary/treasurer(current), Vice Chairman(prior)
Larry RoeVice Chairman(current)
Eldon KneibDirector
Gregory LoganDirector
Kenneth MartinezDirector
Kenny BrysonDirector
Leonard AmosDirector
Thomas ChleboradDirector
Lela BachmanSecretary/treasurer(prior)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,846,369
Investment Income
$140,616
Other Revenue
$15,722
Change in Net Assets
$365,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,877,797
Salaries, Compensation, and Employee Benefits$759,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses---$489,232
Other Salaries and Wages---$395,989
Information Technology---$256,893
Current Officers, Directors, Trustees, and Key Employees---$164,019
Other Employee Benefits---$117,257
Advertising---$81,008
Depreciation Depletion---$64,915
Occupancy---$53,254
Pension Plan Contributions---$44,449
Insurance---$40,540
Payroll Taxes---$38,059
All Other Expenses---$28,943
Fees for Services Accounting---$22,167
Other Expenses---$19,916
Conferences and Meetings---$12,315
Fees for Services Legal---$1,300
Total Functional Expenses$0$0$0$2,637,570
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$47,857,680
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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

“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

“Significant changes such as changes to bylaws and mergers 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 reviews details of the 990 before presenting it to the board of directors.”

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 at the credit union.”

Form 990, Part VI, Section B, line 15

“The board of directors determines and approves the president's compensation. They also review and approve the president's recommendations for all other salaries. The board's deliberations and decisions are documented in the minutes.”

Form 990, Part VI, Section C, line 19

“Financial statements are posted monthly in the 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
Goetz Credit Union
EIN
44-0261775
Phone
8162328754
Address
1905 HOWARD ST, ST JOSEPH, MO 64501-1540

Signing Officer

Name
Sonda Davidson
Title
President
Phone
8162328754
Signed
2018-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonda Davidson
Formed
1937
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
12
Volunteers
12

Preparer

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

Additional Explanations

Form 990, Part XI, line 9:

“Net change in other comprehensive income - pension fund liability -97,782.”

Raw XML AppendixShowing 400 of 401 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/ActivityOrMissionDesc0TO PROVIDE HIGH QUALITY FINANCIAL SERVICES FOR OUR MEMBERS/OWNERS, ENHANCING THEIR FINANCIAL WELL-BEING WHILE MAINTAINING THE FINANCIAL STRENGTH OF THE CREDIT UNION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN(CURRENT)
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER(CURRENT), VICE CHAIRMAN(PRIOR)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY/TREASURER(PRIOR)
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES A SOURCE OF CREDIT TO MEMBERS AT A FAIR AND REASONABLE RATE OF INTEREST. AS OF DECEMBER 31, 2017, THERE WERE 4,225 LOANS OUTSTANDING TOTALING $34,761,107.
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0125461
IRS990/PYOtherExpensesAmt01669946
IRS990/PYOtherRevenueAmt014525
IRS990/PYProgramServiceRevenueAmt02710933
IRS990/PYRevenuesLessExpensesAmt0527051
IRS990/PYSalariesCompEmpBnftPaidAmt0653922
IRS990/PYTotalExpensesAmt02323868
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02850919
IRS990/ReconcilationRevenueExpnssAmt0365137
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt015722
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt015722
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06871649
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07139004
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011426628
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09276396
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt015808
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0322434
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0338242
IRS990ScheduleD/EquipmentGrp/BookValueAmt062432
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0430522
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0492954
IRS990ScheduleD/LandGrp/BookValueAmt023149
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt023149
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012497
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt090509
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0103006
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047857680
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0113886
IRS990ScheduleD/TotalLiabilityAmt047857680
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt097908
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount09500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt043597
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013014
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SONDA DAVIDSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0164019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE PRESIDENT'S PERFORMANCE AND COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT, SONDA DAVIDSON, PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN. IN 2017, THE CREDIT UNION RECORDED $15,075 IN EXPENSE RELATED TO THIS PLAN. THERE WERE NO DISTRIBUTIONS FROM THE PLAN DURING THE YEAR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 4b
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
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/ExplanationTxt2SIGNIFICANT CHANGES SUCH AS CHANGES TO BYLAWS AND MERGERS ARE SUBJECT TO APPROVAL BY THE CREDIT UNION MEMBERS; HOWEVER, NO SUCH CHANGES WERE MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRESIDENT REVIEWS DETAILS OF THE 990 BEFORE PRESENTING IT TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY, 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 AT THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS DETERMINES AND APPROVES THE PRESIDENT'S COMPENSATION. THEY ALSO REVIEW AND APPROVE THE PRESIDENT'S RECOMMENDATIONS FOR ALL OTHER SALARIES. THE BOARD'S DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL STATEMENTS ARE POSTED MONTHLY IN THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NET CHANGE IN OTHER COMPREHENSIVE INCOME - PENSION FUND LIABILITY -97,782.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt054868953
IRS990/TotalAssetsEOYAmt055831640
IRS990/TotalAssetsGrp/BOYAmt054868953
IRS990/TotalAssetsGrp/EOYAmt055831640
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/TotalAmt02637570
IRS990/TotalGrossUBIAmt018573
IRS990/TotalLiabilitiesBOYAmt047997304
IRS990/TotalLiabilitiesEOYAmt048692636
IRS990/TotalLiabilitiesGrp/BOYAmt047997304
IRS990/TotalLiabilitiesGrp/EOYAmt048692636
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06871649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07139004
IRS990/TotalOtherCompensationAmt056611
IRS990/TotalProgramServiceRevenueAmt02846369
IRS990/TotalReportableCompFromOrgAmt0107408
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02984134
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03002707
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt018573
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054868953
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055831640
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01905 HOWARD ST
IRS990/USAddress/CityNm0ST JOSEPH
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd0645011540
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.GOETZCU.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SONDA DAVIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08162328754
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOETZ CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0GOET
ReturnHeader/Filer/EIN0440261775
ReturnHeader/Filer/PhoneNum08162328754
ReturnHeader/Filer/USAddress/AddressLine1Txt01905 HOWARD ST
ReturnHeader/Filer/USAddress/CityNm0ST JOSEPH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0645011540
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08C7C43951168CF45788263B15885B9037C681A73
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C7C43951168CF45788263B15885B9037C681A73
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.87.82.114
ReturnHeader/FilingSecurityInformation/IPDt02018-04-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:21:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431592217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J TENBRINK & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011272 S RIDGEVIEW RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OLATHE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066061
ReturnHeader/PreparerPersonGrp/PhoneNum09138946214
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY TENBRINK
ReturnHeader/ReturnTs02018-04-09T14:21:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,831,640
Liabilities
$48,692,636
Net assets
$7,139,004
Revenue
$3,002,707
Expenses
$2,637,570
Net income
$365,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.5$75.6$9.91$4.52$3.75$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.9$76.9$8.98$3.83$3.25$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.7$66.2$8.52$3.72$3.05$0.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.6$53.6$8.00$3.62$3.17$0.45
2017Detailed filing. Detailed filing data is available for this year.$55.8$48.7$7.14$3.00$2.64$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$48.0$6.87$2.85$2.32$0.53
2015Detailed filing. Detailed filing data is available for this year.$51.8$45.4$6.38$2.45$1.91$0.54
2013Detailed filing. Detailed filing data is available for this year.$43.1$37.5$5.56$2.13$1.85$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$35.5$5.44$1.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$32.6$5.14$1.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$29.6$4.78$1.46