Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
990 • Fiscal year 2017 • EIN 82-0202675
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
14th percentile
Higher top officer pay than 14% of similar nonprofits.
Top officer pay equals 2.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Assets
Up$154,772,553
Up $5,174,061 (+3.5%) from 2016
Net Assets
Up$12,635,788
Up $429,192 (+3.5%) from 2016
Liabilities
Up$142,136,765
Up $4,744,869 (+3.5%) from 2016
Revenue
Up$7,028,414
Up $460,378 (+7.0%) from 2016
Expenses
Up$6,599,222
Up $125,499 (+1.9%) from 2016
Net Income
Up$429,192
Up $334,879 (+355%) from 2016
promoting the financial well being of our members by providing loans and savings services.
promoting the well being of over 20000 members by providing loans and deposits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $102,660,096 | $115,974,159 | ▲ $13,314,063 |
| Investments Program Related | $21,127,885 | $19,256,879 | ▼ $1,871,006 |
| Rtn Earn Endowment Incm Other Fnds | $12,206,596 | $12,635,788 | ▲ $429,192 |
| Land, Buildings, and Equipment, Net | $9,209,267 | $9,424,831 | ▲ $215,564 |
| Savings and Temporary Cash Investments | $11,682,652 | $3,811,969 | ▼ $7,870,683 |
| Cash and Non-Interest-Bearing Accounts | $2,437,531 | $2,474,207 | ▲ $36,676 |
| Prepaid Expenses and Deferred Charges | $373,850 | $447,457 | ▲ $73,607 |
| Accounts Receivable | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Other Securities | $0 | $0 | → $0 |
| Investments in Publicly Traded Securities | - | $0 | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Inventories for Sale or Use | $0 | $0 | → $0 |
| Total Assets | $149,598,492 | $154,772,553 | ▲ $5,174,061 |
| Other Assets Total | $2,107,211 | $3,383,051 | ▲ $1,275,840 |
| Liabilities | |||
| Other Liabilities | $137,037,191 | $141,764,472 | ▲ $4,727,281 |
| Accounts Payable and Accrued Expenses | $354,705 | $372,293 | ▲ $17,588 |
| Total Liabilities | $137,391,896 | $142,136,765 | ▲ $4,744,869 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $12,206,596 | $12,635,788 | ▲ $429,192 |
| Total Liabilities and Net Assets / Fund Balance | $149,598,492 | $154,772,553 | ▲ $5,174,061 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $13,912,279 | - | - |
| Buildings | $6,129,581 | $1,223,702 | $0 |
| Other Land Buildings | $0 | $0 | $0 |
| Land | $2,364,253 | - | $0 |
| Equipment | $858,163 | $995,798 | $0 |
| Leasehold Improvements | $72,834 | $114,040 | $0 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| brian osberg | president/CEO | FT | $140,015 | $140,015 |
| brian singleton | investment advisor | FT | $120,047 | $120,047 |
| Name | Title |
|---|---|
| Alma Marvin | board member |
| Amber Christensen | board member |
| Joy Vega | board member |
| Quentin Howard | board member |
| alfreda vann | board member |
| blaine killpack | board member |
| brad nelson | board member |
| joe Villareal | board member |
| randalll jayo | board member |
| roger murphy | board member |
| ron lloyd | board member |
| sheila owen | board member |
| steve young | board member |
| jim simpson | baord member |
| Line Item | Amount |
|---|---|
| Other Expenses | $3,347,262 |
| Salaries, Compensation, and Employee Benefits | $3,251,960 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $2,202,396 |
| Office Expenses | - | - | - | $774,578 |
| Interest | - | - | - | $602,563 |
| Occupancy | - | - | - | $459,408 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $371,171 |
| Depreciation Depletion | - | - | - | $360,618 |
| Other Employee Benefits | - | - | - | $349,140 |
| Advertising | - | - | - | $272,645 |
| Information Technology | - | - | - | $269,422 |
| Payroll Taxes | - | - | - | $213,502 |
| Pension Plan Contributions | - | - | - | $115,751 |
| Other Expenses | - | - | - | $72,425 |
| Insurance | - | - | - | $65,955 |
| Travel | - | - | - | $54,124 |
| Conferences and Meetings | - | - | - | $27,941 |
| Fees for Services Legal | - | - | - | $19,293 |
| Total Functional Expenses | $0 | $0 | $0 | $6,599,222 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $6,599,222 |
| Total Expenses per Audited Statements | $6,599,222 |
| Total Expenses per Form 990 | $6,599,222 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Other Expense Adjustments | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | $0 | $0 | → $0 |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Liability | Amount |
|---|---|
| member deposits | $141,764,472 |
“members of the credit union are owners”
“each member of the credit union has one vote to elect the board of directors”
“the completed 990 is available to the board of directors and confirmed by state examiners”
“All board members have access to policies and all policies are reviewed annually”
“the board of directors sets the ceo salary based on salary surveys. All other positions are set by the ceo based on salaries of like positions”
“financial statements are available upon request at all branches, and can be viewed on the ncua website”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 1 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 354705 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 372293 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | promoting the well being of over 20000 members by providing loans and deposits |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 272645 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | brian osberg |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2082335544 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1150 n 8th ave |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | pocatello |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 83201 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 2437531 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2474207 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 371171 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 27941 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 0 |
| IRS990/CYOtherExpensesAmt | 0 | 3347262 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 7028414 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 429192 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3251960 |
| IRS990/CYTotalExpensesAmt | 0 | 6599222 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7028414 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 360618 |
| IRS990/Desc | 0 | dividends on member deposits |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonatedServicesAndUseFcltsAmt | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 82 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/ExpenseAmt | 0 | 602420 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 19293 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 40 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 40 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | sheila owen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | roger murphy |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | alfreda vann |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ron lloyd |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | blaine killpack |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | brad nelson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Quentin Howard |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Alma Marvin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Joy Vega |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | jim simpson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | randalll jayo |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Amber Christensen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | steve young |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | joe Villareal |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | brian osberg |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | brian singleton |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 140015 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 120047 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | baord member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | president/ceo |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | investment advisor |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1937 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 14 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 7028414 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 269422 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 65955 |
| IRS990/InterestGrp/TotalAmt | 0 | 602563 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentExpenseAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 21127885 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 19256879 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 2804 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 2333540 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 9209267 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 9424831 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 11758371 |
| IRS990/LegalDomicileStateCd | 0 | ID |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 1 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | promoting the financial well being of our members by providing loans and savings services. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 12206596 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 12635788 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 21079 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 459408 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 774578 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 2107211 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 3383051 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 349140 |
| IRS990/OtherExpensesGrp/Desc | 0 | provision for loan loss |
| IRS990/OtherExpensesGrp/Desc | 1 | misc expenses |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 368290 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 72425 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 137037191 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 141764472 |
| IRS990/OtherOrganizationDsc | 0 | state chartered credit union |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2202396 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 102660096 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 115974159 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 213502 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 115751 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliciesReferenceChaptersInd | 0 | 1 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 373850 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 447457 |
| IRS990/PrincipalOfficerNm | 0 | Brian Osberg |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522130 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522130 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 522130 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 522130 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 522130 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | loan income |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | investment income |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | fee income |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | misc income |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | unrelated business income |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 3 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 4 | 0 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4759322 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 388110 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 1419985 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 439918 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 0 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4759322 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 388110 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1419985 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 439918 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 21079 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 3 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 4 | 21079 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | salaries and benefits |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 3251960 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | office expenses |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 986992 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | other expenses |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 1757696 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 3353752 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 6568036 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 94313 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 3119971 |
| IRS990/PYTotalExpensesAmt | 0 | 6473723 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 6568036 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 429192 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 1 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 12206596 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 12635788 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 11682652 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 3811969 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 6129581 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 1223702 |
| IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt | 0 | 7353283 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 0 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 858163 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 995798 |
| IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt | 0 | 1853961 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 6599222 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 0 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 0 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 2537158 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 1057442 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 2 | 1750000 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 3 | 13912279 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | benefit pre fund |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | clf, fhlb |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 2 | agencies |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 3 | bank cds |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 2 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 3 | C |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 2364253 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 2364253 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 0 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)14 • $100M-$250M nonprofits
Davenport, IA
View Organization501(c)14
Revenue vs current organization
7.5% higherAssets vs current organization
About the sameOklahoma City, OK
View Organization501(c)14
Revenue vs current organization
41% higherAssets vs current organization
About the sameSpringfield, VT
View Organization501(c)14
Revenue vs current organization
12% higherAssets vs current organization
About the sameMosinee, WI
View Organization501(c)14
Revenue vs current organization
9.6% lowerAssets vs current organization
About the same