Civic Intelligence

Shared Resources Credit Union

990 • Fiscal year 2015 • EIN 74-1162836

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

2102 East Pasadena FreewayPasadena, TX 77506

(713) 473-9244

Siviq Scores

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

Liabilities / Assets

67th percentile

0.89x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

15.04x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2015

Net Margin

40th percentile

5.6%

Higher net margin than 40% of similar nonprofits.

2015 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

78th percentile

$123,645

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2015 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2015

Asset Growth

84th percentile

7.4%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

7.4%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$26,032,241

Up $1,793,887 (+7.4%) from 2014

Net Assets

Up

$2,768,512

Up $86,951 (+3.2%) from 2014

Liabilities

Up

$23,263,729

Up $1,706,936 (+7.9%) from 2014

Revenue

Up

$1,546,429

Up $106,979 (+7.4%) from 2014

Expenses

Up

$1,459,478

Up $77,785 (+5.6%) from 2014

Net Income

Up

$86,951

Up $29,194 (+51%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$26,032,241
Liabilities$23,263,729
Net Assets$2,768,512

Operations Trend

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

2015

Revenue$1,546,429
Expenses$1,459,478
Net Income$86,951
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$1,546,429
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$17,771,001$20,140,501▲ $2,369,500
Investments Other Securities$4,820,930$4,254,000▼ $566,930
Rtn Earn Endowment Incm Other Fnds$2,681,561$2,768,512▲ $86,951
Land, Buildings, and Equipment, Net$365,591$385,805▲ $20,214
Cash and Non-Interest-Bearing Accounts$415,824$355,982▼ $59,842
Prepaid Expenses and Deferred Charges$24,318$27,417▲ $3,099
Accounts Receivable$13,570$14,590▲ $1,020
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$24,238,354$26,032,241▲ $1,793,887
Other Assets Total$827,120$853,946▲ $26,826
Liabilities
Other Liabilities$21,182,957$22,880,596▲ $1,697,639
Accounts Payable and Accrued Expenses$363,685$369,822▲ $6,137
Escrow Account Liability$10,151$13,311▲ $3,160
Total Liabilities$21,556,793$23,263,729▲ $1,706,936
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,681,561$2,768,512▲ $86,951
Total Liabilities and Net Assets / Fund Balance$24,238,354$26,032,241▲ $1,793,887

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$102,542$317,713$420,255
Buildings$114,492$252,632$367,124
Leasehold Improvements$124,050$145,569$269,619
Land$44,721-$44,721
Other Securities$4,254,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie SalazarCEOFT$86,777$36,868$123,645

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservData Processing2601 NETWORK BLVD, Frisco, TX 75034$299,545
Revenue and Support

Revenue Composition

Contributions and Grants
$5,469
Program Service Revenue
$1,505,331
Investment Income
$35,629
Other Revenue
$0
All Other Contributions
$5,469
Change in Net Assets
$86,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$879,135
Salaries, Compensation, and Employee Benefits$470,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses---$309,068
Other Salaries and Wages---$278,615
Fees for Services Other---$235,542
Current Officers, Directors, Trustees, and Key Employees---$123,646
Benefits to Members---$110,197
Depreciation Depletion---$49,010
Occupancy---$43,930
Payroll Taxes---$42,461
Advertising---$35,450
Other Employee Benefits---$29,379
All Other Expenses---$28,168
Insurance---$26,678
Travel---$18,000
Fees for Services Accounting---$13,500
Other Expenses---$4,500
Interest---$508
Pension Plan Contributions---$-3,955
Total Functional Expenses$0$0$0$1,459,478
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$22,818,698
Swc - Line of Credit$61,898
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

The executive committee uses ccul compensation survey to determine salaries for key employees. The process for president/ceo compensation - each october, during the normal board meeting, the board decides if there be a salary increase. The cornerstone credit union league offers a salary survey to each credit union. It has several factors, including, time on job, education background, size of credit union and number of full time employees. The board uses this as a guideline along with the credit union financial goals that are met and they determine a percentage for the salary increase. They vote to approve or deny and it is recorded in the board minutes.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available upon request for the same period of disclosure as set forth in section 6104(d). Financial statements are also available on the credit union's website (www.srcu.net).

Filing and Contact Details

Filer

Filer Name
Shared Resources Credit Union
EIN
74-1162836
Phone
7134739244
Address
2102 EAST PASADENA FREEWAY, PASADENA, TX 77506

Signing Officer

Name
Stephanie Salazar
Title
President/CEO
Phone
7134739244
Signed
2016-05-10
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
11
Volunteers
9

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL SUITE 1100, MINNEAPOLIS, MN 55402
Preparer
Gerald B Kissell
Phone
6123324300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Bank services charges 6,685. Services 228,857.

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.

Raw XML Appendix390 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/OtherExpensesGrp/TotalAmt133525
IRS990/OtherExpensesGrp/TotalAmt216895
IRS990/OtherExpensesGrp/TotalAmt34500
IRS990/OtherLiabilitiesGrp/BOYAmt021182957
IRS990/OtherLiabilitiesGrp/EOYAmt022880596
IRS990/OtherSalariesAndWagesGrp/TotalAmt0278615
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt017771001
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt020140501
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt042461
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0-3955
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024318
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027417
IRS990/PrincipalOfficerNm0STEPHANIE SALAZAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INCOME
IRS990/ProgramServiceRevenueGrp/Desc1OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01011349
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1472799
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01011349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1493982
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt021183
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. AS OF 12/31/2015 THE CREDIT UNION HAD 1,382 LOANS WITH A TOTAL OUTSTANDING BALANCE OF $20,220,013.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0101181
IRS990/PYContributionsGrantsAmt02285
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt071956
IRS990/PYOtherExpensesAmt0809612
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01365209
IRS990/PYRevenuesLessExpensesAmt057757
IRS990/PYSalariesCompEmpBnftPaidAmt0470900
IRS990/PYTotalExpensesAmt01381693
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01439450
IRS990/ReconcilationRevenueExpnssAmt086951
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02681561
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02768512
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0114492
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0252632
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0367124
IRS990ScheduleD/EquipmentGrp/BookValueAmt0102542
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0317713
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0420255
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt044721
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt044721
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0124050
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0145569
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0269619
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022818698
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt161898
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SWC - LINE OF CREDIT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04254000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JUMBO CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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/TotalBookValueLandBuildingsAmt0385805
IRS990ScheduleD/TotalBookValueSecuritiesAmt04254000
IRS990ScheduleD/TotalLiabilityAmt022880596
IRS990/ScheduleJRequiredInd00
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/ExplanationTxt5THE EXECUTIVE COMMITTEE USES CCUL COMPENSATION SURVEY TO DETERMINE SALARIES FOR KEY EMPLOYEES. THE PROCESS FOR PRESIDENT/CEO COMPENSATION - EACH OCTOBER, DURING THE NORMAL BOARD MEETING, THE BOARD DECIDES IF THERE BE A SALARY INCREASE. THE CORNERSTONE CREDIT UNION LEAGUE OFFERS A SALARY SURVEY TO EACH CREDIT UNION. IT HAS SEVERAL FACTORS, INCLUDING, TIME ON JOB, EDUCATION BACKGROUND, SIZE OF CREDIT UNION AND NUMBER OF FULL TIME EMPLOYEES. THE BOARD USES THIS AS A GUIDELINE ALONG WITH THE CREDIT UNION FINANCIAL GOALS THAT ARE MET AND THEY DETERMINE A PERCENTAGE FOR THE SALARY INCREASE. THEY VOTE TO APPROVE OR DENY AND IT IS RECORDED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE CREDIT UNION'S WEBSITE (WWW.SRCU.NET).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK SERVICES CHARGES 6,685. SERVICES 228,857.
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/TotalAssetsBOYAmt024238354
IRS990/TotalAssetsEOYAmt026032241
IRS990/TotalAssetsGrp/BOYAmt024238354
IRS990/TotalAssetsGrp/EOYAmt026032241
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05469
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/TotalAmt01459478
IRS990/TotalGrossUBIAmt021183
IRS990/TotalLiabilitiesBOYAmt021556793
IRS990/TotalLiabilitiesEOYAmt023263729
IRS990/TotalLiabilitiesGrp/BOYAmt021556793
IRS990/TotalLiabilitiesGrp/EOYAmt023263729
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02681561
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02768512
IRS990/TotalOtherCompensationAmt036868
IRS990/TotalProgramServiceRevenueAmt01505331
IRS990/TotalReportableCompFromOrgAmt086777
IRS990/TotalRevenueGrp/ExclusionAmt035629
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01484148
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01546429
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt021183
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt024238354
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026032241
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt018000
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02102 EAST PASADENA FREEWAY
IRS990/USAddress/CityNm0PASADENA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077506
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SRCU.NET
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SALAZAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07134739244
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED RESOURCES CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0741162836
ReturnHeader/Filer/PhoneNum07134739244
ReturnHeader/Filer/USAddress/AddressLine1Txt02102 EAST PASADENA FREEWAY
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 NICOLLET MALL SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123324300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD B KISSELL
ReturnHeader/ReturnTs02016-05-16T10:59:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2015Detailed filing. Detailed filing data is available for this year.$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