Civic Intelligence

Shared Resources Credit Union

990 • Fiscal year 2013 • EIN 74-1162836

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization ProfileWWW.SRCU.NET

View Organization Page

2102 East Pasadena Freeway77506

(713) 473-9244

Siviq Scores

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

Liabilities / Assets

59th percentile

0.88x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

24th percentile

14.63x

Higher debt load relative to revenue than 24% of similar nonprofits.

2013 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2013

Net Margin

60th percentile

6.6%

Higher net margin than 60% of similar nonprofits.

2013 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

98th percentile

$150,380

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2013 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2013

Asset Growth

2nd percentile

-7.8%

Faster asset growth than 2% of similar nonprofits.

2013 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$21,831,186

Down $1,844,193 (-7.8%) from 2012

Net Assets

Up

$2,623,804

Up $87,254 (+3.4%) from 2012

Liabilities

Down

$19,207,382

Down $1,931,447 (-9.1%) from 2012

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin60th percentile

Revenue

$1,312,627

No earlier filing loaded for comparison.

Expenses

Up

$1,225,373

Up $23,509 (+2.0%) from 2012

Net Income

$87,254

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $22,421,670Liabilities 2010: $20,045,769Net Assets 2010: $2,375,9012010Assets 2011: $22,816,941Liabilities 2011: $20,348,837Net Assets 2011: $2,468,1042011Assets 2012: $23,675,379Liabilities 2012: $21,138,829Net Assets 2012: $2,536,5502012Assets 2013: $21,831,186Liabilities 2013: $19,207,382Net Assets 2013: $2,623,8042013Assets 2014: $24,238,354Liabilities 2014: $21,556,793Net Assets 2014: $2,681,5612014Assets 2015: $26,032,241Liabilities 2015: $23,263,729Net Assets 2015: $2,768,5122015Assets 2016: $26,682,186Liabilities 2016: $23,816,750Net Assets 2016: $2,865,4362016Assets 2017: $27,883,303Liabilities 2017: $25,009,385Net Assets 2017: $2,873,9182017Assets 2018: $28,359,422Liabilities 2018: $25,412,868Net Assets 2018: $2,946,5542018Assets 2019: $30,266,412Liabilities 2019: $27,356,287Net Assets 2019: $2,910,1252019Assets 2020: $30,625,959Liabilities 2020: $27,497,059Net Assets 2020: $3,128,9002020Assets 2021: $28,907,099Liabilities 2021: $25,691,976Net Assets 2021: $3,215,1232021Assets 2022: $29,079,029Liabilities 2022: $25,768,002Net Assets 2022: $3,311,0272022Assets 2023: $27,246,203Liabilities 2023: $23,900,313Net Assets 2023: $3,345,8902023Assets 2024: $25,888,101Liabilities 2024: $22,668,510Net Assets 2024: $3,219,5912024

Highlighted filing

2013

Assets$21,831,186
Liabilities$19,207,382
Net Assets$2,623,804
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,396,2382010Expenses 2011: $1,299,1952011Expenses 2012: $1,201,8642012Revenue 2013: $1,312,627Expenses 2013: $1,225,373Net Income 2013: $87,2542013Revenue 2014: $1,439,450Expenses 2014: $1,381,693Net Income 2014: $57,7572014Revenue 2015: $1,546,429Expenses 2015: $1,459,478Net Income 2015: $86,9512015Revenue 2016: $1,764,271Expenses 2016: $1,667,347Net Income 2016: $96,9242016Revenue 2017: $1,846,709Expenses 2017: $1,838,227Net Income 2017: $8,4822017Revenue 2018: $2,055,395Expenses 2018: $2,062,457Net Income 2018: -$7,0622018Revenue 2019: $2,234,729Expenses 2019: $2,271,158Net Income 2019: -$36,4292019Revenue 2020: $2,098,746Expenses 2020: $1,879,971Net Income 2020: $218,7752020Revenue 2021: $1,924,641Expenses 2021: $1,838,418Net Income 2021: $86,2232021Revenue 2022: $2,008,412Expenses 2022: $1,912,509Net Income 2022: $95,9032022Revenue 2023: $2,158,957Expenses 2023: $1,987,877Net Income 2023: $171,0802023Revenue 2024: $2,226,717Expenses 2024: $2,353,016Net Income 2024: -$126,2992024

Highlighted filing

2013

Revenue$1,312,627
Expenses$1,225,373
Net Income$87,254
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.0
Gross Receipts
$1,312,627
Mission and Program Overview

Mission

Shared resources credit union is committed to serving the needs of our members by providing quality service in a conscientious manner that will develop new business and enhance existing relationships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$13,597,713$15,724,257▲ $2,126,544
Investments Other Securities$8,606,822$4,400,448▼ $4,206,374
Rtn Earn Endowment Incm Other Fnds$2,536,550$2,623,804▲ $87,254
Cash and Non-Interest-Bearing Accounts$323,371$488,645▲ $165,274
Land, Buildings, and Equipment, Net$386,846$368,677▼ $18,169
Prepaid Expenses and Deferred Charges$20,862$27,958▲ $7,096
Accounts Receivable$3,220$17,918▲ $14,698
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$23,675,379$21,831,186▼ $1,844,193
Other Assets Total$736,545$803,283▲ $66,738
Liabilities
Other Liabilities$20,876,171$18,729,586▼ $2,146,585
Accounts Payable and Accrued Expenses$254,999$470,636▲ $215,637
Escrow Account Liability$7,659$7,160▼ $499
Total Liabilities$21,138,829$19,207,382▼ $1,931,447
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,536,550$2,623,804▲ $87,254
Total Liabilities and Net Assets / Fund Balance$23,675,379$21,831,186▼ $1,844,193

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$51,038$317,023$368,061
Buildings$122,568$237,058$359,626
Leasehold Improvements$150,350$135,314$285,664
Land$44,721-$44,721
Other Securities$205,448--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie SalazarCEOFT$77,909$72,471$150,380

Board Members and Trustees

NameTitle
Joe HolzworthChairman
Katherine L DeanVice Chair
Jd JohnsonDirector
Kenneth BradfordDirector
Robert ConnollyDirector
Roland LytleDirector
Terry MullinsDirector
Sherry RamphalSecretary
Scott BuchananTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservData Processing-$265,124
Revenue and Support

Revenue Composition

Contributions and Grants
$2,900
Program Service Revenue
$1,224,402
Investment Income
$85,325
Other Revenue
$0
All Other Contributions
$2,900
Change in Net Assets
$87,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$687,402
Salaries, Compensation, and Employee Benefits$454,369
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$236,364
Fees for Services Other---$221,628
Office Expenses---$221,250
Current Officers, Directors, Trustees, and Key Employees---$125,138
Benefits to Members---$83,602
Other Employee Benefits---$53,647
Occupancy---$45,548
Depreciation Depletion---$40,961
Advertising---$31,392
Travel---$30,069
Payroll Taxes---$24,427
Insurance---$23,778
Pension Plan Contributions---$14,793
Other Expenses---$12,929
Interest---$374
Total Functional Expenses$0$0$0$1,225,373
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 Shares$18,729,586
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
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's members have rights to elect the members of the governing body. The credit union's members also receive a share of the organization's profits or excess dues in the form of cash dividends.”

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

“Members of the credit union have the right to elect one or more members of the organization's governing body, whether periodically, or as vacancies arise, or otherwise.”

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

“Members of the credit union have the right to approve the governing body's election and removal of members of the governing body, as well as other matters that are subject to the approval of members of the credit union as they occur.”

Form 990, Part VI, Section B, Line 11

“The final draft of the form 990 was submitted to the board for review and approval.”

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

“A conflict of interest policy statement is distributed annually to all board and staff whereas they must list all outside business activity. The statement must be signed and dated by each individual affirming the information. Each statement is then reviewed to confirm there is no conflict of interest with the credit union.”

Form 990, Part VI, Section B, Line 15

“Executive committee uses tcul compensation survey to determine salaries for key employees.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request. Financial statements are also available on the credit union's website (www.srcu.net).”

Filing and Contact Details

Filer

EIN
74-1162836
Phone
7134739244

Signing Officer

Name
Stephanie Salazar
Title
President/CEO
Phone
7134739244
Signed
2014-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Salazar
Formed
1949
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
10

Preparer

Preparer
Gerald B Kissell
Phone
6123324300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional/outside fees: total expenses 192,501. Other fees: total expenses 29,127.”

Financial Statement Notes

PART IV, LINE 2B:

“The credit union holds funds in escrow to pay taxes and insurance on behalf of its mortgage loan members.”

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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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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt014793
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020862
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027958
IRS990/PrincipalOfficerNm0STEPHANIE SALAZAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INCOME
IRS990/ProgramServiceRevenueGrp/Desc1OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0819828
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1382943
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0819828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1404574
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt021631
IRS990/ProgSrvcAccomActy2Grp/Desc0CHECKING ACCOUNTS - SHARED RESOURCES CREDIT UNION PROVIDES CHECKING ACCOUNTS FOR CONSUMERS WITH VARIOUS FEATURES, WHICH INCLUDE RECEIVING DIVIDENDS ON A MONTHLY BASIS. ADDITIONALLY, THE CREDIT UNION EXTENDS THE REACH OF THESE ACCOUNTS TO ALL MEMBERS WITH FREE DEBIT CARDS, INTERNET ACCOUNT ACCESS AND FREE USE OF THE INTERNET BILL PAY PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/Desc0CONSUMER LOANS - SHARED RESOUCES CREDIT UNION HAS PROVIDED PERSONAL LOANS SINCE ITS EARLY YEARS. THE CONSUMER LOAN PRODUCT LINE NOW INCLUDES EFFICIENT UNDERWRITING AND FLEXIBLE OFFERINGS FOR VEHICLES, RECREATIONAL VEHICLES, BOATS, MOTORCYCLES AND HOME EQUITY LOANS. CONSUMER LIFE AND DISABILITY INSURANCE IS AVAILABLE ON ANY OF THESE LOAN TYPES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0119189
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035442
IRS990/PYOtherExpensesAmt0686488
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01234868
IRS990/PYRevenuesLessExpensesAmt068446
IRS990/PYSalariesCompEmpBnftPaidAmt0396187
IRS990/PYTotalExpensesAmt01201864
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01270310
IRS990/ReconcilationRevenueExpnssAmt087254
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02536550
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02623804
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0122568
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0237058
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0359626
IRS990ScheduleD/EquipmentGrp/BookValueAmt051038
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0317023
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0368061
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt044721
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt044721
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0150350
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0135314
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0285664
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018729586
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04195000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1205448
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JUMBO CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SWC INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HOLDS FUNDS IN ESCROW TO PAY TAXES AND INSURANCE ON BEHALF OF ITS MORTGAGE LOAN MEMBERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0368677
IRS990ScheduleD/TotalBookValueSecuritiesAmt04400448
IRS990ScheduleD/TotalLiabilityAmt018729586
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt077909
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt064687
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHANIE SALAZAR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150380
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0STEPHANIE SALAZAR, CEO, PARTICIPATED IN A NON-QUALIFIED 457(F) RETIREMENT PLAN. THERE WERE NO DISTRIBUTIONS DURING 2013.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION'S MEMBERS HAVE RIGHTS TO ELECT THE MEMBERS OF THE GOVERNING BODY. THE CREDIT UNION'S MEMBERS ALSO RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES IN THE FORM OF CASH DIVIDENDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE CREDIT UNION HAVE THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY, WHETHER PERIODICALLY, OR AS VACANCIES ARISE, OR OTHERWISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE CREDIT UNION HAVE THE RIGHT TO APPROVE THE GOVERNING BODY'S ELECTION AND REMOVAL OF MEMBERS OF THE GOVERNING BODY, AS WELL AS OTHER MATTERS THAT ARE SUBJECT TO THE APPROVAL OF MEMBERS OF THE CREDIT UNION AS THEY OCCUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINAL DRAFT OF THE FORM 990 WAS SUBMITTED TO THE BOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A CONFLICT OF INTEREST POLICY STATEMENT IS DISTRIBUTED ANNUALLY TO ALL BOARD AND STAFF WHEREAS THEY MUST LIST ALL OUTSIDE BUSINESS ACTIVITY. THE STATEMENT MUST BE SIGNED AND DATED BY EACH INDIVIDUAL AFFIRMING THE INFORMATION. EACH STATEMENT IS THEN REVIEWED TO CONFIRM THERE IS NO CONFLICT OF INTEREST WITH THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE COMMITTEE USES TCUL COMPENSATION SURVEY TO DETERMINE SALARIES FOR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE CREDIT UNION'S WEBSITE (WWW.SRCU.NET).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROFESSIONAL/OUTSIDE FEES: TOTAL EXPENSES 192,501. OTHER FEES: TOTAL EXPENSES 29,127.
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 11
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 IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt023675379
IRS990/TotalAssetsEOYAmt021831186
IRS990/TotalAssetsGrp/BOYAmt023675379
IRS990/TotalAssetsGrp/EOYAmt021831186
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt02900
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt01225373
IRS990/TotalGrossUBIAmt021631
IRS990/TotalLiabilitiesBOYAmt021138829
IRS990/TotalLiabilitiesEOYAmt019207382
IRS990/TotalLiabilitiesGrp/BOYAmt021138829
IRS990/TotalLiabilitiesGrp/EOYAmt019207382
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02536550
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02623804
IRS990/TotalOtherCompensationAmt072471
IRS990/TotalProgramServiceRevenueAmt01224402
IRS990/TotalReportableCompFromOrgAmt077909
IRS990/TotalRevenueGrp/ExclusionAmt085325
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01202771
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01312627
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt021631
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023675379
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021831186
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt030069
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102102 EAST PASADENA FREEWAY
IRS990/USAddress/City0PASADENA
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode077506
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SRCU.NET
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SALAZAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07134739244
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHARED RESOURCES CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0741162836
ReturnHeader/Filer/PhoneNum07134739244
ReturnHeader/Filer/USAddress/AddressLine102102 EAST PASADENA FREEWAY
ReturnHeader/Filer/USAddress/City0PASADENA
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10801 NICOLLET MALL SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MINNEAPOLIS

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,831,186
Liabilities
$19,207,382
Net assets
$2,623,804
Revenue
$1,312,627
Expenses
$1,225,373
Net income
$87,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$22.7$3.22$2.23$2.35$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$23.9$3.35$2.16$1.99$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$25.8$3.31$2.01$1.91$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.9$25.7$3.22$1.92$1.84$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$27.5$3.13$2.10$1.88$0.22
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$27.4$2.91$2.23$2.27$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$25.4$2.95$2.06$2.06$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$25.0$2.87$1.85$1.84$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$23.8$2.87$1.76$1.67$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$23.3$2.77$1.55$1.46$0.09
2014Detailed filing. Detailed filing data is available for this year.$24.2$21.6$2.68$1.44$1.38$0.06
2013Detailed filing. Detailed filing data is available for this year.$21.8$19.2$2.62$1.31$1.23$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$21.1$2.54$1.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$20.3$2.47$1.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$20.0$2.38$1.40
Peer Organizations

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