Civic Intelligence

First Nebraska Credit Union

990 • Fiscal year 2013 • EIN 47-0524996

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

Organization ProfileWWW.FIRSTNEBRASKA.ORG

View Organization Page

10655 Bedford Ave68134

(402) 492-9100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$93,742,838

Up $4,460,342 (+5.0%) from 2012

Net Assets

Up

$16,145,781

Up $762,137 (+5.0%) from 2012

Liabilities

Up

$77,597,057

Up $3,698,205 (+5.0%) from 2012

Revenue And Expenses

Revenue

$5,894,026

No earlier filing loaded for comparison.

Expenses

Up

$5,131,889

Up $211,824 (+4.3%) from 2012

Net Income

$762,137

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $83,134,911Liabilities 2010: $69,078,395Net Assets 2010: $14,056,5162010Assets 2011: $87,352,788Liabilities 2011: $72,764,324Net Assets 2011: $14,588,4642011Assets 2012: $89,282,496Liabilities 2012: $73,898,852Net Assets 2012: $15,383,6442012Assets 2013: $93,742,838Liabilities 2013: $77,597,057Net Assets 2013: $16,145,7812013Assets 2014: $97,265,983Liabilities 2014: $80,356,596Net Assets 2014: $16,909,3872014Assets 2015: $115,052,739Liabilities 2015: $95,936,551Net Assets 2015: $19,116,1882015Assets 2016: $120,249,020Liabilities 2016: $100,414,030Net Assets 2016: $19,834,9902016Assets 2017: $134,227,899Liabilities 2017: $113,724,304Net Assets 2017: $20,503,5952017Assets 2018: $137,257,178Liabilities 2018: $116,130,786Net Assets 2018: $21,126,3922018Assets 2019: $141,005,158Liabilities 2019: $119,236,903Net Assets 2019: $21,768,2552019Assets 2020: $157,193,521Liabilities 2020: $134,919,139Net Assets 2020: $22,274,3822020Assets 2021: $169,996,171Liabilities 2021: $147,297,543Net Assets 2021: $22,698,6282021Assets 2022: $183,513,271Liabilities 2022: $161,538,139Net Assets 2022: $21,975,1322022Assets 2023: $185,047,466Liabilities 2023: $161,559,693Net Assets 2023: $23,487,7732023Assets 2024: $182,580,654Liabilities 2024: $158,164,378Net Assets 2024: $24,416,2762024

Highlighted filing

2013

Assets$93,742,838
Liabilities$77,597,057
Net Assets$16,145,781
Open 2013 Filing

Operations Trend

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

$15M$10M$5.0M$0Expenses 2010: $5,123,1102010Expenses 2011: $5,190,9552011Expenses 2012: $4,920,0652012Revenue 2013: $5,894,026Expenses 2013: $5,131,889Net Income 2013: $762,1372013Revenue 2014: $5,849,601Expenses 2014: $5,085,995Net Income 2014: $763,6062014Revenue 2015: $6,083,456Expenses 2015: $5,288,865Net Income 2015: $794,5912015Revenue 2016: $6,422,621Expenses 2016: $5,703,819Net Income 2016: $718,8022016Revenue 2017: $6,805,092Expenses 2017: $6,136,487Net Income 2017: $668,6052017Revenue 2018: $7,507,989Expenses 2018: $6,885,192Net Income 2018: $622,7972018Revenue 2019: $8,046,308Expenses 2019: $7,404,445Net Income 2019: $641,8632019Revenue 2020: $8,099,975Expenses 2020: $7,577,854Net Income 2020: $522,1212020Revenue 2021: $8,202,195Expenses 2021: $7,609,795Net Income 2021: $592,4002021Revenue 2022: $8,714,071Expenses 2022: $8,214,075Net Income 2022: $499,9962022Revenue 2023: $10,375,432Expenses 2023: $9,182,193Net Income 2023: $1,193,2392023Revenue 2024: $11,132,438Expenses 2024: $10,086,553Net Income 2024: $1,045,8852024

Highlighted filing

2013

Revenue$5,894,026
Expenses$5,131,889
Net Income$762,137
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Gross Receipts
$5,894,026
Mission and Program Overview

Mission

State chartered credit union

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$58,861,359$62,797,666▲ $3,936,307
Investments in Publicly Traded Securities$17,281,440$19,381,645▲ $2,100,205
Pd in Cap Srpls Land Bldg Eqp Fund$14,500,000$15,150,000▲ $650,000
Savings and Temporary Cash Investments$7,136,520$5,073,874▼ $2,062,646
Land, Buildings, and Equipment, Net$3,749,242$3,807,522▲ $58,280
Cash and Non-Interest-Bearing Accounts$759,580$1,313,823▲ $554,243
Rtn Earn Endowment Incm Other Fnds$883,644$995,781▲ $112,137
Prepaid Expenses and Deferred Charges$63,652$99,626▲ $35,974
Accounts Receivable$3,234$1,818▼ $1,416
Total Assets$89,282,496$93,742,838▲ $4,460,342
Other Assets Total$1,427,469$1,266,864▼ $160,605
Liabilities
Other Liabilities$73,090,954$76,630,704▲ $3,539,750
Accounts Payable and Accrued Expenses$807,898$966,353▲ $158,455
Total Liabilities$73,898,852$77,597,057▲ $3,698,205
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,383,644$16,145,781▲ $762,137
Total Liabilities and Net Assets / Fund Balance$89,282,496$93,742,838▲ $4,460,342

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,495,932$1,119,238$3,615,170
Land$1,076,079-$1,076,079
Equipment$230,855$828,782$1,059,637
Other Land Buildings$4,656$36,734$41,390
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rich KounkelCEOFT$152,196$152,196

Board Members and Trustees

NameTitle
Cynthia ShermanBoard Member
Dolores HoganBoard Member
Gary ClawsenBoard Member
Jeff CampbellBoard Member
John JensenBoard Member
Mary MobergBoard Member
Michael HosovecBoard Member
Nancy WallaceBoard Member
Phil KottmeyerBoard Member
Roger RaeBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,283,218
Investment Income
$610,808
Other Revenue
$0
Change in Net Assets
$762,137

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,894,026
Total Revenue per Audited Statements
$5,894,026
Total Revenue per Form 990
$5,894,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,611,371
Other Expenses$2,520,518
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,107,920
Office Expenses---$449,164
Occupancy---$324,305
Other Employee Benefits---$292,656
All Other Expenses---$282,345
Advertising---$222,775
Payroll Taxes---$158,637
Depreciation Depletion---$146,461
Other Expenses---$83,685
Insurance---$66,994
Pension Plan Contributions---$52,158
Conferences and Meetings---$48,807
Fees for Services Accounting---$15,304
Interest---$1,033
Total Functional Expenses$0$0$0$5,131,889

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,131,889
Total Expenses per Audited Statements$5,131,889
Total Expenses per Form 990$5,131,889
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$76,630,704
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
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, 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 martix 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 compensation for the ceo is compared to a compensation planning software purchsed from a third party. The compensation level is then approved by the board of directors on an annual basis. The last evaluation was conducted in december 2013.”

Form 990, Page 6, Part VI, Line 19

“The monthly financial statements are posted in the lobby of each branch and updated on a monthly basis. The governing documents and conflict of interest policy are not made available to the general public.”

Filing and Contact Details

Filer

EIN
47-0524996
Phone
4024929100

Signing Officer

Name
Rich Kounkel
Title
President/CEO
Phone
4024929100
Signed
2014-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rich Kounkel
Formed
1964
Legal Domicile
Ne
Voting Board Members
11
Independent Board Members
11
Employees
74
Volunteers
14

Preparer

Preparer
Steven O Petersen
Phone
4023332800
Supplemental Narrative

Additional Explanations

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

“N/A”

Form 990, Page 5, Part V, Line 3B

“The credit union provides financial services to its members. All income and expenses are deemed related to the overall objective of member services.”

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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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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01059637
IRS990ScheduleD/ExpensesSubtotalAmt05131889
IRS990ScheduleD/LandGrp/BookValueAmt01076079
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01076079
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04656
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036734
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041390
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt076630704
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt05894026
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03807522
IRS990ScheduleD/TotalExpensesPerForm990Amt05131889
IRS990ScheduleD/TotalLiabilityAmt076630704
IRS990ScheduleD/TotalRevenuePerForm990Amt05894026
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05894026
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05131889
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0152196
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICH KOUNKEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0152196
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION PROVIDES FINANCIAL SERVICES TO ITS MEMBERS. ALL INCOME AND EXPENSES ARE DEEMED RELATED TO THE OVERALL OBJECTIVE OF MEMBER SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DEPOSITORS ARE CONSIDERED MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CREDIT UNION MEMBERS ELECT ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY PROPOSED MERGERS MUST BE APPROVED BY A MAJORITY OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE SECURITY MARTIX 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/ExplanationTxt7THE COMPENSATION FOR THE CEO IS COMPARED TO A COMPENSATION PLANNING SOFTWARE PURCHSED FROM A THIRD PARTY. THE COMPENSATION LEVEL IS THEN APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE LAST EVALUATION WAS CONDUCTED IN DECEMBER 2013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE MONTHLY FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY OF EACH BRANCH AND UPDATED ON A MONTHLY BASIS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NE
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt089282496
IRS990/TotalAssetsEOYAmt093742838
IRS990/TotalAssetsGrp/BOYAmt089282496
IRS990/TotalAssetsGrp/EOYAmt093742838
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt074
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05131889
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt073898852
IRS990/TotalLiabilitiesEOYAmt077597057
IRS990/TotalLiabilitiesGrp/BOYAmt073898852
IRS990/TotalLiabilitiesGrp/EOYAmt077597057
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015383644
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016145781
IRS990/TotalProgramServiceRevenueAmt05283218
IRS990/TotalReportableCompFromOrgAmt0152196
IRS990/TotalRevenueGrp/ExclusionAmt05894026
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05894026
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt089282496
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt093742838
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1010655 BEDFORD AVE
IRS990/USAddress/City0OMAHA
IRS990/USAddress/State0NE
IRS990/USAddress/ZIPCode068134
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.FIRSTNEBRASKA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICH KOUNKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04024929100
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10FIRST NEBRASKA EDUCATORS &
ReturnHeader/Filer/BusinessName/BusinessNameLine20EMPLOYEE GROUPS CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0470524996
ReturnHeader/Filer/PhoneNum04024929100
ReturnHeader/Filer/USAddress/AddressLine1010655 BEDFORD AVE
ReturnHeader/Filer/USAddress/City0OMAHA
ReturnHeader/Filer/USAddress/State0NE
ReturnHeader/Filer/USAddress/ZIPCode068134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PETERSEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101410 GOLD COAST RD 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PAPILLION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0680465742
ReturnHeader/PreparerPersonGrp/PhoneNum04023332800
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN O PETERSEN
ReturnHeader/ReturnTs02014-05-05T08:10:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,742,838
Liabilities
$77,597,057
Net assets
$16,145,781
Revenue
$5,894,026
Expenses
$5,131,889
Net income
$762,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$183$158$24.4$11.1$10.1$1.05
2023Detailed filing. Detailed filing data is available for this year.$185$162$23.5$10.4$9.18$1.19
2022Detailed filing. Detailed filing data is available for this year.$184$162$22.0$8.71$8.21$0.50
2021Detailed filing. Detailed filing data is available for this year.$170$147$22.7$8.20$7.61$0.59
2020Detailed filing. Detailed filing data is available for this year.$157$135$22.3$8.10$7.58$0.52
2019Detailed filing. Detailed filing data is available for this year.$141$119$21.8$8.05$7.40$0.64
2018Detailed filing. Detailed filing data is available for this year.$137$116$21.1$7.51$6.89$0.62
2017Detailed filing. Detailed filing data is available for this year.$134$114$20.5$6.81$6.14$0.67
2016Detailed filing. Detailed filing data is available for this year.$120$100$19.8$6.42$5.70$0.72
2015Detailed filing. Detailed filing data is available for this year.$115$95.9$19.1$6.08$5.29$0.79
2014Detailed filing. Detailed filing data is available for this year.$97.3$80.4$16.9$5.85$5.09$0.76
2013Detailed filing. Detailed filing data is available for this year.$93.7$77.6$16.1$5.89$5.13$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.3$73.9$15.4$4.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.4$72.8$14.6$5.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.1$69.1$14.1$5.12