Civic Intelligence

Tulsa Teachers Credit Union

EIN 73-0489468 • 501(c)14 • Tulsa, OK

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Profile

State chartered credit union

9815 E 81st StreetTulsa, OK 74133

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.91x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

18.45x

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

501(c)14 • $1B+ nonprofits • Source year 2022

Net Margin

88th percentile

19%

Higher net margin than 88% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$943,113

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)14 • $1B+ nonprofits • Source year 2022

Asset Growth

47th percentile

2.8%

Faster asset growth than 47% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

8.0%

Faster revenue growth than 15% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$2,684,022,062

Up $72,513,480 (+2.8%) from 2021

Liabilities

Up

$2,455,740,116

Up $173,697,746 (+7.6%) from 2021

Net Assets

Down

$228,281,946

Down $101,184,266 (-31%) from 2021

Operations
Liabilities / Revenue85th percentileNet Margin88th percentile

Revenue

Up

$133,134,876

Up $9,907,846 (+8.0%) from 2021

Expenses

Up

$108,346,459

Up $17,071,241 (+19%) from 2021

Net Income

Down

$24,788,417

Down $7,163,395 (-22%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0B$2.0B$1.0B$0Assets 2010: $988,798,800Liabilities 2010: $849,926,051Net Assets 2010: $138,872,7492010Assets 2011: $1,105,349,695Liabilities 2011: $955,754,090Net Assets 2011: $149,595,6052011Assets 2012: $1,262,465,543Liabilities 2012: $1,098,580,062Net Assets 2012: $163,885,4812012Assets 2013: $1,404,774,627Liabilities 2013: $1,234,196,608Net Assets 2013: $170,578,0192013Assets 2014: $1,517,741,802Liabilities 2014: $1,329,176,746Net Assets 2014: $188,565,0562014Assets 2015: $1,623,082,536Liabilities 2015: $1,418,079,720Net Assets 2015: $205,002,8162015Assets 2016: $1,730,718,391Liabilities 2016: $1,513,802,745Net Assets 2016: $216,915,6462016Assets 2017: $1,816,536,525Liabilities 2017: $1,582,582,277Net Assets 2017: $233,954,2482017Assets 2018: $1,884,763,699Liabilities 2018: $1,634,241,704Net Assets 2018: $250,521,9952018Assets 2019: $2,019,744,867Liabilities 2019: $1,742,545,673Net Assets 2019: $277,199,1942019Assets 2020: $2,378,069,628Liabilities 2020: $2,063,820,875Net Assets 2020: $314,248,7532020Assets 2021: $2,611,508,582Liabilities 2021: $2,282,042,370Net Assets 2021: $329,466,2122021Assets 2022: $2,684,022,062Liabilities 2022: $2,455,740,116Net Assets 2022: $228,281,9462022

Highlighted filing

2022

Assets$2,684,022,062
Liabilities$2,455,740,116
Net Assets$228,281,946
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0Expenses 2010: $46,385,7082010Revenue 2011: $60,282,771Expenses 2011: $49,406,089Net Income 2011: $10,876,6822011Revenue 2012: $67,919,865Expenses 2012: $52,090,711Net Income 2012: $15,829,1542012Revenue 2013: $72,496,869Expenses 2013: $60,705,091Net Income 2013: $11,791,7782013Revenue 2014: $77,929,412Expenses 2014: $62,594,544Net Income 2014: $15,334,8682014Revenue 2015: $82,601,713Expenses 2015: $63,650,162Net Income 2015: $18,951,5512015Revenue 2016: $86,794,067Expenses 2016: $72,471,197Net Income 2016: $14,322,8702016Revenue 2017: $90,946,984Expenses 2017: $73,366,987Net Income 2017: $17,579,9972017Revenue 2018: $97,746,814Expenses 2018: $75,951,790Net Income 2018: $21,795,0242018Revenue 2019: $107,654,707Expenses 2019: $90,216,113Net Income 2019: $17,438,5942019Revenue 2020: $120,060,748Expenses 2020: $96,831,424Net Income 2020: $23,229,3242020Revenue 2021: $123,227,030Expenses 2021: $91,275,218Net Income 2021: $31,951,8122021Revenue 2022: $133,134,876Expenses 2022: $108,346,459Net Income 2022: $24,788,4172022

Highlighted filing

2022

Revenue$133,134,876
Expenses$108,346,459
Net Income$24,788,417
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,684,022,062
Liabilities
$2,455,740,116
Net assets
$228,281,946
Revenue
$133,134,876
Expenses
$108,346,459
Net income
$24,788,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2,684$2,456$228$133$108$24.8
2021Detailed filing. Detailed filing data is available for this year.$2,612$2,282$329$123$91.3$32.0
2020Detailed filing. Detailed filing data is available for this year.$2,378$2,064$314$120$96.8$23.2
2019Detailed filing. Detailed filing data is available for this year.$2,020$1,743$277$108$90.2$17.4
2018Detailed filing. Detailed filing data is available for this year.$1,885$1,634$251$97.7$76.0$21.8
2017Detailed filing. Detailed filing data is available for this year.$1,817$1,583$234$90.9$73.4$17.6
2016Detailed filing. Detailed filing data is available for this year.$1,731$1,514$217$86.8$72.5$14.3
2015Detailed filing. Detailed filing data is available for this year.$1,623$1,418$205$82.6$63.7$19.0
2014Detailed filing. Detailed filing data is available for this year.$1,518$1,329$189$77.9$62.6$15.3
2013Detailed filing. Detailed filing data is available for this year.$1,405$1,234$171$72.5$60.7$11.8
2012Summary only. Only limited summary data is available for this year.$1,262$1,099$164$67.9$52.1$15.8
2011Summary only. Only limited summary data is available for this year.$1,105$956$150$60.3$49.4$10.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$989$850$139$46.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$244,263,258
Mission and Program Overview

Mission

State chartered credit union

Enriching life through financial leadership. We are the trusted source for financial solutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,348,875,441$1,655,374,487▲ $306,499,046
Investments in Publicly Traded Securities$875,145,744$798,509,933▼ $76,635,811
Rtn Earn Endowment Incm Other Fnds$329,466,212$228,281,946▼ $101,184,266
Land, Buildings, and Equipment, Net$69,638,170$73,923,854▲ $4,285,684
Savings and Temporary Cash Investments$189,540,787$42,191,515▼ $147,349,272
Cash and Non-Interest-Bearing Accounts$19,384,771$22,248,326▲ $2,863,555
Prepaid Expenses and Deferred Charges$1,696,450$2,958,588▲ $1,262,138
Accounts Receivable$65,382$334,604▲ $269,222
Investments Other Securities$98,610$98,610→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,611,508,582$2,684,022,062▲ $72,513,480
Other Assets Total$107,063,227$88,382,145▼ $18,681,082
Liabilities
Other Liabilities$2,028,057,393$2,051,557,895▲ $23,500,502
Mortgage Notes Payable Secured by Investment Property$205,570,200$353,070,200▲ $147,500,000
Accounts Payable and Accrued Expenses$48,414,777$51,112,021▲ $2,697,244
Total Liabilities$2,282,042,370$2,455,740,116▲ $173,697,746
Net Assets / Fund Balance
Total Net Assets Fund Balance$329,466,212$228,281,946▼ $101,184,266
Total Liabilities and Net Assets / Fund Balance$2,611,508,582$2,684,022,062▲ $72,513,480

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$40,112,805$25,963,143$66,075,948
Other Land Buildings$11,003,829$9,544,968$20,548,797
Land$19,138,159-$19,138,159
Equipment$3,381,375$7,069,616$10,450,991
Leasehold Improvements$287,686$553,174$840,860
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy LyonsPresident & CEOFT$735,771$207,342$943,113
Charles ChastainFormer Exec. VP/chief Operations OfficerFT$384,589$52,805$437,394
Charles ChastainFormer Exec. VP/chief Operations Off-$350,171$87,223$437,394
Daniel NewberryExec. VP/chief Operations OfficerFT$322,930$86,170$409,100
Shelby BeilChief Financial Officer/technology OfficerFT$356,201$51,029$407,230
Shelby BeilChief Financial Officer/technology O-$321,276$85,954$407,230
Stephanie JonesSr. VP/chief Strategy OfficerFT$273,394$87,870$361,264
Charles Andy TrippSr. VP/chief Technology OfficerFT$221,406$75,040$296,446
Elizabeth PattersonSr. VP/chief Branching OfficerFT$215,479$67,177$282,656
Floyde GoodeSr. VP/chief Lending OfficerFT$203,637$48,730$252,367
Jesse Sumner JrVP/general CouncilFT$175,853$64,489$240,342
Celia ArmstrongFormer Sr. VP/chief Hr OfficerFT$180,700$49,242$229,942
Gregory HeckenkemperMortgage Loan OriginatorFT$147,081$66,930$214,011
Jacob BarnettVP/branch OperationsFT$141,024$57,561$198,585
Corbin HopkinsVP/accounting and ControllerFT$152,596$42,313$194,909
Michelle MintonVP/internal AuditFT$136,205$54,659$190,864
Cynthia OwensVP/construction ManagementFT$132,035$26,408$158,443

Board Members and Trustees

NameTitle
Steve PittmanChairperson
Saundra FordVice Chair
Andrew MckenzieDirector
Dr Clark OgilvieDirector
Dr Steve TigerDirector
Jesse GuardiolaDirector
Bobbie BookerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$108,581,056
Investment Income
$22,957,234
Other Revenue
$1,596,586
Change in Net Assets
$24,788,417

Audited Revenue Reconciliation

Revenue per Audited Statements
$133,134,876
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-125,972,683
Total Revenue per Audited Statements
$7,162,193
Total Revenue per Form 990
$133,134,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,851,663
Salaries, Compensation, and Employee Benefits$41,494,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$27,108,682
Information Technology---$12,000,714
Interest---$6,114,797
Depreciation Depletion---$4,962,953
Other Employee Benefits---$4,833,286
Advertising---$4,027,085
Fees for Services Legal---$3,846,408
Current Officers, Directors, Trustees, and Key Employees---$3,818,097
Pension Plan Contributions---$3,350,384
Occupancy---$2,600,093
Payroll Taxes---$2,384,347
Fees for Services Other---$2,382,381
Office Expenses---$2,062,519
Travel---$671,087
Other Expenses---$466,839
Insurance---$320,526
Conferences and Meetings---$300,192
All Other Expenses---$220,541
Fees for Services Accounting---$86,992
Total Functional Expenses$0$0$0$108,346,459

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$108,346,459
Total Expenses per Audited Statements$108,346,459
Total Expenses per Form 990$108,346,459
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 Accounts Other$785,799,589
Member Share Accounts$683,706,861
Member Ira Accounts$582,051,445
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Every member of the credit union is required to have a share account.”

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

“The members vote at the annual meeting.”

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

“Officers and directors are provided the opportunity to review the document.”

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

“Ttcu reviews the code of ethics annually and takes any needed changes to the board. Once changed we have the board and supervisory committee sign off on the disclosure form and they have always indicated they do not have a conflict of interest. It is pushed out to the staff via halogen. The employees are to disclose any conflict and return it to risk management, who compiles them and takes them to the board. There are usually 3-4 per year.”

Form 990, Part VI, Section B, Line 15A

“A compensation committee meets to review comparability data for credit unions the size of ttcu and those larger credit unions in our region. They then make a recommendation to the board of directors for approval.”

Form 990, Part VI, Section C, Line 19

“Documents that are made available for public review are done so by request.”

Filing and Contact Details

Filer

Filer Name
Ttcu Federal Credit Union
EIN
73-0489468
Phone
9187439861
Address
9815 E 81ST STREET, TULSA, OK 74133

Signing Officer

Name
Shelby Beil
Title
Chief Financial Officer
Phone
9187439861
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelby Beil
Formed
1934
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
507
Volunteers
12

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
Ashley M Fogle
Phone
4058482020
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