Civic Intelligence

Shared Resources Credit Union

990 • Fiscal year 2023 • EIN 74-1162836

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization ProfileWWW.SRCU.NET

View Organization Page

2102 E 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

52nd percentile

0.88x

Higher debt load relative to assets than 52% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

11.07x

Higher debt load relative to revenue than 10% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2023

Net Margin

30th percentile

7.9%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$110,178

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2023

Asset Growth

22nd percentile

-6.3%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

7.5%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$27,246,203

Down $1,832,826 (-6.3%) from 2022

Net Assets

Up

$3,345,890

Up $34,863 (+1.1%) from 2022

Liabilities

Down

$23,900,313

Down $1,867,689 (-7.2%) from 2022

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin30th percentile

Revenue

Up

$2,158,957

Up $150,545 (+7.5%) from 2022

Expenses

Up

$1,987,877

Up $75,368 (+3.9%) from 2022

Net Income

Up

$171,080

Up $75,177 (+78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$27,246,203
Liabilities$23,900,313
Net Assets$3,345,890
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

2023

Revenue$2,158,957
Expenses$1,987,877
Net Income$171,080
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Gross Receipts
$2,158,957
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$17,878,194$19,884,691▲ $2,006,497
Investments Other Securities$9,249,431$5,729,137▼ $3,520,294
Rtn Earn Endowment Incm Other Fnds$3,311,027$3,345,890▲ $34,863
Land, Buildings, and Equipment, Net$327,380$264,199▼ $63,181
Cash and Non-Interest-Bearing Accounts$508,241$195,213▼ $313,028
Prepaid Expenses and Deferred Charges$30,626$31,637▲ $1,011
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$29,079,029$27,246,203▼ $1,832,826
Other Assets Total$1,085,157$1,141,326▲ $56,169
Liabilities
Other Liabilities$25,175,473$22,654,857▼ $2,520,616
Accounts Payable and Accrued Expenses$577,228$1,233,345▲ $656,117
Escrow Account Liability$15,301$12,111▼ $3,190
Total Liabilities$25,768,002$23,900,313▼ $1,867,689
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,311,027$3,345,890▲ $34,863
Total Liabilities and Net Assets / Fund Balance$29,079,029$27,246,203▼ $1,832,826

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$90,103$604,233$694,336
Buildings$104,316$562,139$666,455
Leasehold Improvements$25,059$32,711$57,770
Land$44,721-$44,721
Other Securities$25,137--
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie SalazarPresident/CEOFT$92,349$17,829$110,178

Board Members and Trustees

NameTitle
Bennett RadinChairman
Gary TrujilloVice Chair
Clyde Coxie JrDirector
Howard RothmanDirector
John WhighamDirector
Scott BuchananDirector
Sherry RamphalDirector
Patricia JohnsonSecretary
Terry MullinsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservData ProcessingPO BOX 208457, Dallas, TX 75320$425,938
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,809,743
Investment Income
$349,214
Other Revenue
$0
Change in Net Assets
$171,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,415,667
Salaries, Compensation, and Employee Benefits$572,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$600,332
Other Salaries and Wages---$348,927
Occupancy---$200,771
Information Technology---$154,214
Current Officers, Directors, Trustees, and Key Employees---$110,178
Depreciation Depletion---$64,278
Pension Plan Contributions---$52,800
Office Expenses---$40,701
Insurance---$36,935
Payroll Taxes---$34,280
Other Employee Benefits---$26,025
Other Expenses---$19,812
Conferences and Meetings---$19,287
All Other Expenses---$18,822
Fees for Services Accounting---$11,315
Interest---$8,036
Travel---$7,424
Total Functional Expenses$0$0$0$1,987,877
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$22,654,857
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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

Form 990, Part VI, Section A, Line 6

“Shared resources credit union has members as specified in its bylaws.”

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

“Shared resources credit union members have the power to elect the members of the governing body.”

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

“The final draft of the form 990 is submitted to the board for review and approval before filing with the internal revenue service.”

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

“The executive committee is responsible for the compensation review process for the president/chief executive officer. The executive committee uses the cornerstone credit union league compensation survey, along with its review of the president/chief executive officer's performance against certain established goals, to make a recommendation for salary adjustment. The board of dirctors approves the recommendations and this process is documented in the board of directors meeting minutes. The executive committee meets on the fourth tuesday each october to review the cornerstone league compensation survey guide to determine the increase in the chief executive officer's salary.”

Form 990, Part VI, Section C, Line 19

“Shared resources credit union makes its governing documents, conflict of interest policy, and unaudited financial statements available to the public upon request in the same time and manner as other disclosures required under internal revenue code section 6104.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Stephanie Salazar
Title
President/CEO
Phone
7134739244
Signed
2024-04-30
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
9
Volunteers
9

Preparer

Firm
Rsm US Llp
Address
4650 EAST 53RD STREET, DAVENPORT, IA 52807-3479
Preparer
Jenifer L Chase
Phone
5638884000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Payroll processing services 55,022. Security expenses 55,851. Data processing expenses 426,073. Outside services 63,386.”

FORM 990, PART XI, LINE 9:

“Current expected credit loss implementation -136,217.”

Financial Statement Notes

PART IV, LINE 2B:

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

Raw XML Appendix397 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/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0124617
IRS990/OtherExpensesGrp/TotalAmt163774
IRS990/OtherExpensesGrp/TotalAmt245349
IRS990/OtherExpensesGrp/TotalAmt319812
IRS990/OtherLiabilitiesGrp/BOYAmt025175473
IRS990/OtherLiabilitiesGrp/EOYAmt022654857
IRS990/OtherSalariesAndWagesGrp/TotalAmt0348927
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt017878194
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt019884691
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt034280
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt052800
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030626
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031637
IRS990/PrincipalOfficerNm0STEPHANIE SALAZAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INCOME
IRS990/ProgramServiceRevenueGrp/Desc1FEES AND CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01172491
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1543388
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt282299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01172491
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1554953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt282299
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt011565
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 RESOURCES 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. AT 12/31/2023 THE CREDIT UNION HAD LOAN BALANCES OF $20,102,591.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0113987
IRS990/PYOtherExpensesAmt01416345
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01894425
IRS990/PYRevenuesLessExpensesAmt095903
IRS990/PYSalariesCompEmpBnftPaidAmt0496164
IRS990/PYTotalExpensesAmt01912509
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02008412
IRS990/ReconcilationRevenueExpnssAmt0171080
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03311027
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03345890
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0104316
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0562139
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0666455
IRS990ScheduleD/EquipmentGrp/BookValueAmt090103
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0604233
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0694336
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt044721
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt044721
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt025059
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt032711
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt057770
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022654857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05704000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt125137
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JUMBO CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CATALYST CORP INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HOLDS FUNDS IN ESCROW TO PAY REAL ESTATE TAXES AND INSURANCE ON BEHALF OF ITS MEMBERS WITH MORTGAGE LOANS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0264199
IRS990ScheduleD/TotalBookValueSecuritiesAmt05729137
IRS990ScheduleD/TotalLiabilityAmt022654857
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHARED RESOURCES CREDIT UNION HAS MEMBERS AS SPECIFIED IN ITS BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SHARED RESOURCES CREDIT UNION MEMBERS HAVE THE POWER TO ELECT THE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINAL DRAFT OF THE FORM 990 IS SUBMITTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR THE COMPENSATION REVIEW PROCESS FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE USES THE CORNERSTONE CREDIT UNION LEAGUE COMPENSATION SURVEY, ALONG WITH ITS REVIEW OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S PERFORMANCE AGAINST CERTAIN ESTABLISHED GOALS, TO MAKE A RECOMMENDATION FOR SALARY ADJUSTMENT. THE BOARD OF DIRCTORS APPROVES THE RECOMMENDATIONS AND THIS PROCESS IS DOCUMENTED IN THE BOARD OF DIRECTORS MEETING MINUTES. THE EXECUTIVE COMMITTEE MEETS ON THE FOURTH TUESDAY EACH OCTOBER TO REVIEW THE CORNERSTONE LEAGUE COMPENSATION SURVEY GUIDE TO DETERMINE THE INCREASE IN THE CHIEF EXECUTIVE OFFICER'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SHARED RESOURCES CREDIT UNION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND UNAUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST IN THE SAME TIME AND MANNER AS OTHER DISCLOSURES REQUIRED UNDER INTERNAL REVENUE CODE SECTION 6104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYROLL PROCESSING SERVICES 55,022. SECURITY EXPENSES 55,851. DATA PROCESSING EXPENSES 426,073. OUTSIDE SERVICES 63,386.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CURRENT EXPECTED CREDIT LOSS IMPLEMENTATION -136,217.
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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt029079029
IRS990/TotalAssetsEOYAmt027246203
IRS990/TotalAssetsGrp/BOYAmt029079029
IRS990/TotalAssetsGrp/EOYAmt027246203
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/TotalAmt01987877
IRS990/TotalGrossUBIAmt011565
IRS990/TotalLiabilitiesBOYAmt025768002
IRS990/TotalLiabilitiesEOYAmt023900313
IRS990/TotalLiabilitiesGrp/BOYAmt025768002
IRS990/TotalLiabilitiesGrp/EOYAmt023900313
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03311027
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03345890
IRS990/TotalOtherCompensationAmt017829
IRS990/TotalProgramServiceRevenueAmt01809743
IRS990/TotalReportableCompFromOrgAmt092349
IRS990/TotalRevenueGrp/ExclusionAmt0349214
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01798178
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02158957
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt011565
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029079029
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027246203
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt07424
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02102 E PASADENA FREEWAY
IRS990/USAddress/CityNm0PASADENA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077506
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SRCU.NET
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SALAZAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07134739244
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED RESOURCES CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0741162836
ReturnHeader/Filer/PhoneNum07134739244
ReturnHeader/Filer/USAddress/AddressLine1Txt02102 E PASADENA FREEWAY
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04650 EAST 53RD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0528073479
ReturnHeader/PreparerPersonGrp/PhoneNum05638884000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENIFER L CHASE
ReturnHeader/ReturnTs02024-04-30T11:31:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SALAZAR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,246,203
Liabilities
$23,900,313
Net assets
$3,345,890
Revenue
$2,158,957
Expenses
$1,987,877
Net income
$171,080
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
2023Detailed filing. Detailed filing data is available for this year.$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