Civic Intelligence

Allegiance Credit Union

EIN 73-0727707 • 501(c)14 • Oklahoma City, OK

View Organization Page

Profile

26,279 members served, offering financial services to members

4235 N MeridianOklahoma City, OK 73112
Siviq Scores

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

Liabilities / Assets

88th percentile

0.93x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

21.54x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2021

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

23rd percentile

$331,194

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)14 • $250M-$1B nonprofits • Source year 2021

Asset Growth

95th percentile

13%

Faster asset growth than 95% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

0.5%

Faster revenue growth than 10% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$376,025,043

Up $43,913,154 (+13%) from 2020

Liabilities

Up

$348,735,586

Up $42,442,506 (+14%) from 2020

Net Assets

Up

$27,289,457

Up $1,470,648 (+5.7%) from 2020

Operations
Liabilities / Revenue97th percentileNet Margin70th percentile

Revenue

Up

$16,187,363

Up $80,662 (+0.5%) from 2020

Expenses

Down

$13,994,491

Down $1,316,464 (-8.6%) from 2020

Net Income

Up

$2,192,872

Up $1,397,126 (+176%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$400M$300M$200M$100M$0Assets 2010: $223,831,285Liabilities 2010: $207,044,970Net Assets 2010: $16,786,3152010Assets 2011: $223,663,771Liabilities 2011: $207,220,257Net Assets 2011: $16,443,5142011Assets 2012: $235,676,533Liabilities 2012: $218,402,884Net Assets 2012: $17,273,6492012Assets 2013: $241,939,585Liabilities 2013: $223,776,960Net Assets 2013: $18,162,6252013Assets 2014: $248,754,829Liabilities 2014: $229,767,580Net Assets 2014: $18,987,2492014Assets 2015: $255,782,637Liabilities 2015: $235,415,290Net Assets 2015: $20,367,3472015Assets 2016: $258,826,696Liabilities 2016: $237,606,445Net Assets 2016: $21,220,2512016Assets 2017: $255,621,570Liabilities 2017: $234,688,608Net Assets 2017: $20,932,9622017Assets 2018: $264,995,077Liabilities 2018: $242,618,867Net Assets 2018: $22,376,2102018Assets 2019: $283,871,526Liabilities 2019: $259,035,183Net Assets 2019: $24,836,3432019Assets 2020: $332,111,889Liabilities 2020: $306,293,080Net Assets 2020: $25,818,8092020Assets 2021: $376,025,043Liabilities 2021: $348,735,586Net Assets 2021: $27,289,4572021

Highlighted filing

2021

Assets$376,025,043
Liabilities$348,735,586
Net Assets$27,289,457
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $13,259,8782010Expenses 2011: $12,458,7802011Expenses 2012: $11,628,3732012Revenue 2013: $13,161,747Expenses 2013: $11,869,254Net Income 2013: $1,292,4932013Revenue 2014: $13,321,228Expenses 2014: $12,513,918Net Income 2014: $807,3102014Revenue 2015: $14,031,009Expenses 2015: $12,586,165Net Income 2015: $1,444,8442015Revenue 2016: $14,117,008Expenses 2016: $12,969,709Net Income 2016: $1,147,2992016Revenue 2017: $14,058,359Expenses 2017: $14,365,610Net Income 2017: -$307,2512017Revenue 2018: $14,803,330Expenses 2018: $13,085,119Net Income 2018: $1,718,2112018Revenue 2019: $15,057,638Expenses 2019: $13,989,514Net Income 2019: $1,068,1242019Revenue 2020: $16,106,701Expenses 2020: $15,310,955Net Income 2020: $795,7462020Revenue 2021: $16,187,363Expenses 2021: $13,994,491Net Income 2021: $2,192,8722021

Highlighted filing

2021

Revenue$16,187,363
Expenses$13,994,491
Net Income$2,192,872
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,025,043
Liabilities
$348,735,586
Net assets
$27,289,457
Revenue
$16,187,363
Expenses
$13,994,491
Net income
$2,192,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$376$349$27.3$16.2$14.0$2.19
2020Detailed filing. Detailed filing data is available for this year.$332$306$25.8$16.1$15.3$0.80
2019Detailed filing. Detailed filing data is available for this year.$284$259$24.8$15.1$14.0$1.07
2018Detailed filing. Detailed filing data is available for this year.$265$243$22.4$14.8$13.1$1.72
2017Detailed filing. Detailed filing data is available for this year.$256$235$20.9$14.1$14.4$0.31
2016Detailed filing. Detailed filing data is available for this year.$259$238$21.2$14.1$13.0$1.15
2015Detailed filing. Detailed filing data is available for this year.$256$235$20.4$14.0$12.6$1.44
2014Detailed filing. Detailed filing data is available for this year.$249$230$19.0$13.3$12.5$0.81
2013Detailed filing. Detailed filing data is available for this year.$242$224$18.2$13.2$11.9$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$236$218$17.3$11.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$207$16.4$12.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$207$16.8$13.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 18, 2022
Return Version
2021v4.2
Gross Receipts
$16,383,690
Mission and Program Overview

Mission

25,699 members served, offering financial services to members

26,279 members served, offering financial services to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$262,750,438$291,416,206▲ $28,665,768
Investments Other Securities$31,741,917$42,649,756▲ $10,907,839
Rtn Earn Endowment Incm Other Fnds$25,818,809$27,289,457▲ $1,470,648
Cash and Non-Interest-Bearing Accounts$23,095,192$26,677,259▲ $3,582,067
Land, Buildings, and Equipment, Net$7,293,722$7,458,188▲ $164,466
Receivables From Officers Etc$1,467,817$1,683,775▲ $215,958
Prepaid Expenses and Deferred Charges$362,282$632,495▲ $270,213
Accounts Receivable$714,754$110,392▼ $604,362
Total Assets$332,111,889$376,025,043▲ $43,913,154
Other Assets Total$4,685,767$5,396,972▲ $711,205
Liabilities
Other Liabilities$304,627,072$347,163,456▲ $42,536,384
Accounts Payable and Accrued Expenses$1,666,008$1,572,130▼ $93,878
Total Liabilities$306,293,080$348,735,586▲ $42,442,506
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,818,809$27,289,457▲ $1,470,648
Total Liabilities and Net Assets / Fund Balance$332,111,889$376,025,043▲ $43,913,154

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,174,167$2,938,308-
Other Land Buildings$120,974$539,322-
Land$1,370,222--
Equipment$1,792,825$4,401,407-
Leasehold Improvements-$108,386-
Other Assets Org$480,424--
Other Securities$42,649,756--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy DownsCeopresidentFT$306,002$25,192$331,194
Sabrina WanerSvpcfoFT$281,593$15,278$296,871
Brian EngelSenior VpcioFT$178,914$17,827$196,741
John ReavisSenior VpcooFT$175,344$16,639$191,983
Brent RempeSVP Stratagey GrowthFT$160,623$17,655$178,278
Angela HollandSvpchroFT$139,208$16,149$155,357
Christian VaughnDirector of MarketingFT$109,045$14,107$123,152
Thomas GrahamSvpcfoFT$70,158$1,270$71,428

Board Members and Trustees

NameTitle
Mel McvayChairman
Vanessa ThurmanVice Chair
James HargroveDirector
Lance HaffnerAssistant Secretary
John CooperAssistant Treasurer
Robert RuizAssociate
Carrie EvansSecretary
Jeri BrooksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,009,385
Investment Income
$568,189
Other Revenue
$5,609,789
Change in Net Assets
$2,192,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,187,363
Total Revenue per Audited Statements
$16,187,363
Total Revenue per Form 990
$16,187,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,007,030
Salaries, Compensation, and Employee Benefits$6,987,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$4,319,008--$4,319,008
Office Expenses$1,837,941--$1,837,941
Information Technology$1,635,635--$1,635,635
Current Officers, Directors, Trustees, and Key Employees$1,420,887--$1,420,887
Interest$1,238,614--$1,238,614
Depreciation Depletion$743,468--$743,468
Other Employee Benefits$555,471--$555,471
Occupancy$537,281--$537,281
Payroll Taxes$440,903--$440,903
Fees for Services Management$408,031--$408,031
Advertising$358,841--$358,841
Pension Plan Contributions$251,192--$251,192
Conferences and Meetings$108,632--$108,632
Insurance$105,443--$105,443
Other Expenses$64,908--$64,908
Total Functional Expenses$13,994,491$0$0$13,994,491

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,994,491
Total Expenses per Audited Statements$13,994,491
Total Expenses per Form 990$13,994,491
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,467,817$1,683,775▲ $215,958
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Share Accounts$347,163,456
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Management duties delegation Part VI line 3

“Board of directors reviews performance of president, considers the compensation of other like positions in other institutions, then votes on the compensation package.”

Members or stockholder classes and rights Part VI line 6

“They elect (7) board members”

Member election for additional members Part VI line 7A

“Member elect (7) board members”

Governing body decisions Part VI line 7B

“Board of directors reviews performance of president, considers the compensation of other like positions in other institutions, then votes on the compensation package.”

Form 990 governing body review Part VI line 11

“Governing body review - copy is available for review”

Conflict of interest policy compliance Part VI line 12C

“Conflict of interest policy compliance - audit review periodically”

CEO executive director top management comp Part VI line 15A

“Ceo executive director top management comp”

Governing documents etc available to public Part VI line 19

“Governing documents available to public.”

Filing and Contact Details

Filer

Filer Name
Allegiance Credit Union
EIN
73-0727707
Address
4235 N MERIDIAN, OKLAHOMA CITY, OK 73112

Signing Officer

Name
Amy Downs
Title
Amy Downs Offi
Phone
4052779990
Signed
2022-04-18
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
111

Preparer

Firm
Allan K Booher CPA Inc
Address
P O BOX 215, Luther, OK 73054
Preparer
Allan K Booher
Phone
4052779990
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Change in net fund balances - investments available for sale and unrealized gain on post retirement, change total ($722,224).”

Raw XML AppendixShowing 400 of 647 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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