Civic Intelligence

Datcu

990 • Fiscal year 2013 • EIN 75-0813379

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.DATCU.COOP

View Organization Page

225 W Mulberry76201

(940) 387-8585

Siviq Scores

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

Liabilities / Assets

14th percentile

0.86x

Higher debt load relative to assets than 14% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

51st percentile

17.75x

Higher debt load relative to revenue than 51% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Net Margin

88th percentile

25%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

95th percentile

$943,395

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2013 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2013

Asset Growth

81st percentile

8.2%

Faster asset growth than 81% of similar nonprofits.

2013 filings • 501(c)14 • $250M-$1B 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 / Assets14th percentile

Assets

Up

$687,832,286

Up $52,337,301 (+8.2%) from 2012

Net Assets

Up

$99,208,603

Up $8,112,187 (+8.9%) from 2012

Liabilities

Up

$588,623,683

Up $44,225,114 (+8.1%) from 2012

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin88th percentile

Revenue

$33,157,022

No earlier filing loaded for comparison.

Expenses

Up

$24,923,386

Up $1,625,675 (+7.0%) from 2012

Net Income

$8,233,636

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $540,319,256Liabilities 2010: $466,644,803Net Assets 2010: $73,674,4532010Assets 2011: $580,270,637Liabilities 2011: $497,815,267Net Assets 2011: $82,455,3702011Assets 2012: $635,494,985Liabilities 2012: $544,398,569Net Assets 2012: $91,096,4162012Assets 2013: $687,832,286Liabilities 2013: $588,623,683Net Assets 2013: $99,208,6032013Assets 2014: $756,147,291Liabilities 2014: $647,774,288Net Assets 2014: $108,373,0032014Assets 2015: $825,810,744Liabilities 2015: $706,970,916Net Assets 2015: $118,839,8282015Assets 2016: $889,186,487Liabilities 2016: $763,906,801Net Assets 2016: $125,279,6862016Assets 2017: $947,420,277Liabilities 2017: $812,044,461Net Assets 2017: $135,375,8162017Assets 2018: $999,990,289Liabilities 2018: $851,977,731Net Assets 2018: $148,012,5582018Assets 2019: $1,044,072,484Liabilities 2019: $882,723,466Net Assets 2019: $161,349,0182019Assets 2020: $1,264,409,539Liabilities 2020: $1,087,342,498Net Assets 2020: $177,067,0412020Assets 2021: $1,472,218,560Liabilities 2021: $1,276,230,131Net Assets 2021: $195,988,4292021Assets 2022: $1,575,386,776Liabilities 2022: $1,350,925,607Net Assets 2022: $224,461,1692022Assets 2023: $1,569,597,722Liabilities 2023: $1,328,419,839Net Assets 2023: $241,177,8832023Assets 2024: $1,625,621,868Liabilities 2024: $1,363,565,138Net Assets 2024: $262,056,7302024

Highlighted filing

2013

Assets$687,832,286
Liabilities$588,623,683
Net Assets$99,208,603
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0Expenses 2010: $23,464,1732010Expenses 2011: $22,364,7192011Expenses 2012: $23,297,7112012Revenue 2013: $33,157,022Expenses 2013: $24,923,386Net Income 2013: $8,233,6362013Revenue 2014: $34,748,033Expenses 2014: $25,608,882Net Income 2014: $9,139,1512014Revenue 2015: $38,227,094Expenses 2015: $27,922,588Net Income 2015: $10,304,5062015Revenue 2016: $39,994,031Expenses 2016: $33,554,173Net Income 2016: $6,439,8582016Revenue 2017: $43,955,062Expenses 2017: $33,858,932Net Income 2017: $10,096,1302017Revenue 2018: $50,808,847Expenses 2018: $38,172,105Net Income 2018: $12,636,7422018Revenue 2019: $54,835,915Expenses 2019: $41,499,455Net Income 2019: $13,336,4602019Revenue 2020: $56,487,320Expenses 2020: $40,769,297Net Income 2020: $15,718,0232020Revenue 2021: $58,120,235Expenses 2021: $39,198,847Net Income 2021: $18,921,3882021Revenue 2022: $70,387,635Expenses 2022: $41,914,895Net Income 2022: $28,472,7402022Revenue 2023: $83,447,213Expenses 2023: $59,023,256Net Income 2023: $24,423,9572023Revenue 2024: $100,516,487Expenses 2024: $79,637,640Net Income 2024: $20,878,8472024

Highlighted filing

2013

Revenue$33,157,022
Expenses$24,923,386
Net Income$8,233,636
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$33,157,022
Mission and Program Overview

Mission

Datcu's mission is to provide our membership with a wide array of competitively priced and efficiently delivered services to meet their financial needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$541,226,231$597,635,403▲ $56,409,172
Rtn Earn Endowment Incm Other Fnds$91,096,416$99,208,603▲ $8,112,187
Cash and Non-Interest-Bearing Accounts$36,788,616$30,703,952▼ $6,084,664
Savings and Temporary Cash Investments$32,603,648$29,977,213▼ $2,626,435
Land, Buildings, and Equipment, Net$16,194,855$17,329,782▲ $1,134,927
Investments Program Related$1,781,967$4,528,319▲ $2,746,352
Prepaid Expenses and Deferred Charges$416,650$588,075▲ $171,425
Total Assets$635,494,985$687,832,286▲ $52,337,301
Other Assets Total$6,483,018$7,069,542▲ $586,524
Liabilities
Other Liabilities$536,158,586$581,288,668▲ $45,130,082
Accounts Payable and Accrued Expenses$4,239,983$5,335,015▲ $1,095,032
Mortgage Notes Payable Secured by Investment Property$4,000,000$2,000,000▼ $2,000,000
Total Liabilities$544,398,569$588,623,683▲ $44,225,114
Net Assets / Fund Balance
Total Net Assets Fund Balance$91,096,416$99,208,603▲ $8,112,187
Total Liabilities and Net Assets / Fund Balance$635,494,985$687,832,286▲ $52,337,301

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,486,503$4,383,378$14,869,881
Equipment$1,108,099$6,612,434$7,720,533
Land$5,735,180-$5,735,180
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dale Kimble--$537,924$419,165$957,089
Dale KimbleCEOFT$943,395-$943,395
Glen Mckenzie--$297,969$137,963$435,932
Glen MckenziePresidentFT$421,562-$421,562
R Dean Barnes--$205,496$78,284$283,780
R Dean BarnesEVP LendingFT$271,300-$271,300
Jon Madsen--$158,237$64,062$222,299
James Henderson--$157,617$58,076$215,693
Jon MadsenEvp,COOFT$213,231-$213,231
Melanie Vest--$156,617$52,961$209,578
James HendersonEvp,CIOFT$203,182-$203,182
Melanie VestEvp,CFOFT$200,359-$200,359
Becky Sylvera--$144,957$39,198$184,155
Becky SylveraSVP HrFT$175,287-$175,287
Robert J Hall--$119,020$19,711$138,731
Donna Hall--$104,624$26,854$131,478
Susan Nix-passariello--$109,769$21,448$131,217
Robert J HallVP of Information SystemsFT$130,320-$130,320
Sarah Muniz--$59,632$63,621$123,253
Donna HallVP - Real EstateFT$121,518-$121,518
Susan Nix-passarielloVP of MarketingFT$119,769-$119,769
Sarah MunizInsurance AgentFT$114,773-$114,773
Ricky GrundenDirector-$1,581-$1,581
Dr Derrell BullsDirector/Board Treasurer-$1,546-$1,546
Bill MossDirector-$1,521-$1,521
James WellsChairperson-$1,521-$1,521
Susan RomeroDirector/Board Secretary-$1,512-$1,512
Gary GoldsmithDirector-$1,496-$1,496
Jill JesterDirector-$1,496-$1,496
Ron AldridgeDirector-$1,496-$1,496
Russ KerbowDirector-$1,496-$1,496

Board Members and Trustees

NameTitle
Robert SeayDirector
Robert TuggleDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,818,718
Investment Income
$338,304
Other Revenue
$0
Change in Net Assets
$8,233,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,152,692
Salaries, Compensation, and Employee Benefits$11,770,694
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,120,159$547$0$7,120,706
Interest$3,135,731$0$0$3,135,731
Current Officers, Directors, Trustees, and Key Employees$2,318,813$7,176-$2,325,989
All Other Expenses$2,155,721$0$0$2,155,721
Information Technology$1,972,546$68,327$0$2,040,873
Other Employee Benefits$1,338,028$0$0$1,338,028
Depreciation Depletion$866,620$3,690$0$874,310
Payroll Taxes$536,561$0$0$536,561
Other Expenses$496,153$0$0$496,153
Advertising$473,736$0$0$473,736
Pension Plan Contributions$449,410$0$0$449,410
Occupancy$347,656$0$0$347,656
Office Expenses$189,894$0$0$189,894
Fees for Services Legal$185,835$0$0$185,835
Conferences and Meetings$149,419$0$0$149,419
Insurance$147,194$0$0$147,194
Fees for Services Accounting$93,933$500$0$94,433
Fees for Services Other$93,625$0$0$93,625
Total Functional Expenses$24,839,146$80,240$0$24,923,386
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Accounts With Credit Union$581,288,668
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 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
Filing and Contact Details

Filer

EIN
75-0813379
Phone
9403878585

Signing Officer

Name
Glen Mckenzie
Title
President
Phone
9403878585
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dale Kimble
Formed
1936
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
214
Volunteers
11

Preparer

Preparer
Timothy J Bicknell
Phone
8178775050
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Member owned credit union”

Pt VI, Line 7A

“Membership of credit union elects board of directors”

Pt VI, Line 11B

“Review in monthly board packets”

Pt VI, Line 12C

“Yes, we require all employees to disclose gifts and gratuities each quarter. All employee are to notify human resources if any conflict of interest exits or arises during their employment”

Pt VI, Line 15A

“Salaries are reviewed annually, and are based on employee and credit union performance, and the market salaries for each position. The board reviews the above information and approves the compensation package, for our ceo.”

Pt VI, Line 19

“N/A”

Pt XI

“Line 5 - fmv adjustment for investments in cubs stock accounted for under the equity method”

Pt XII, Line 2C

“AUDIT COMMITTEE”

Pt XII, Line 3B

“Audit period was for the fiscal year ended june 30, 2013”

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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/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13EVP Lending
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$687,832,286
Liabilities
$588,623,683
Net assets
$99,208,603
Revenue
$33,157,022
Expenses
$24,923,386
Net income
$8,233,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,626$1,364$262$101$79.6$20.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,570$1,328$241$83.4$59.0$24.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,575$1,351$224$70.4$41.9$28.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,472$1,276$196$58.1$39.2$18.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,264$1,087$177$56.5$40.8$15.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,044$883$161$54.8$41.5$13.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,000$852$148$50.8$38.2$12.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$947$812$135$44.0$33.9$10.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$889$764$125$40.0$33.6$6.44
2015Detailed filing. Detailed filing data is available for this year.$826$707$119$38.2$27.9$10.3
2014Detailed filing. Detailed filing data is available for this year.$756$648$108$34.7$25.6$9.14
2013Detailed filing. Detailed filing data is available for this year.$688$589$99.2$33.2$24.9$8.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$635$544$91.1$23.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$580$498$82.5$22.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$540$467$73.7$23.5
Peer Organizations

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