Civic Intelligence

Simplot Employees Credit Union

990 • Fiscal year 2013 • EIN 82-0374112

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfileWWW.SIMPLOTCU.COM
PO Box 1059Cadlwell, ID 83606

(208) 454-4295

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

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

Liabilities / Revenue

7th percentile

0.10x

Higher debt load relative to revenue than 7% of similar nonprofits.

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

Net Margin

51st percentile

4.2%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

18th percentile

-2.8%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$18,336,556

Down $525,244 (-2.8%) from 2012

Net Assets

Down

$18,249,053

Down $501,574 (-2.7%) from 2012

Liabilities

Down

$87,503

Down $23,670 (-21%) from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin51st percentile

Revenue

$915,502

No earlier filing loaded for comparison.

Expenses

Down

$877,143

Down $58,352 (-6.2%) from 2012

Net Income

$38,359

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $18,494,473Liabilities 2010: $110,016Net Assets 2010: $18,384,4572010Assets 2011: $18,228,101Liabilities 2011: $144,807Net Assets 2011: $18,083,2942011Assets 2012: $18,861,800Liabilities 2012: $111,173Net Assets 2012: $18,750,6272012Assets 2013: $18,336,556Liabilities 2013: $87,503Net Assets 2013: $18,249,0532013Assets 2014: $19,165,011Liabilities 2014: $96,731Net Assets 2014: $19,068,2802014Assets 2015: $18,697,585Liabilities 2015: $22,480Net Assets 2015: $18,675,1052015Assets 2016: $19,565,976Liabilities 2016: -$7,187Net Assets 2016: $19,573,1632016Assets 2017: $20,021,912Liabilities 2017: $17,238Net Assets 2017: $20,004,6742017Assets 2018: $20,471,389Liabilities 2018: $11,891Net Assets 2018: $20,459,4982018Assets 2019: $20,522,777Liabilities 2019: $28,434Net Assets 2019: $20,494,3432019Assets 2020: $21,304,974Liabilities 2020: $31,895Net Assets 2020: $21,273,0792020Assets 2021: $22,977,752Liabilities 2021: $34,834Net Assets 2021: $22,942,9182021Assets 2022: $21,738,019Liabilities 2022: $26,426Net Assets 2022: $21,711,5932022

Highlighted filing

2013

Assets$18,336,556
Liabilities$87,503
Net Assets$18,249,053
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,045,5242010Expenses 2011: $965,9392011Expenses 2012: $935,4952012Revenue 2013: $915,502Expenses 2013: $877,143Net Income 2013: $38,3592013Revenue 2014: $798,302Expenses 2014: $814,185Net Income 2014: -$15,8832014Revenue 2015: $787,580Expenses 2015: $947,320Net Income 2015: -$159,7402015Revenue 2016: $850,611Expenses 2016: $673,999Net Income 2016: $176,6122016Revenue 2017: $960,721Expenses 2017: $992,890Net Income 2017: -$32,1692017Revenue 2018: $1,097,837Expenses 2018: $947,790Net Income 2018: $150,0472018Revenue 2019: $1,163,981Expenses 2019: $1,038,185Net Income 2019: $125,7962019Revenue 2020: $1,076,599Expenses 2020: $1,036,174Net Income 2020: $40,4252020Revenue 2021: $960,278Expenses 2021: $1,055,044Net Income 2021: -$94,7662021Revenue 2022: $1,023,387Expenses 2022: $1,453,196Net Income 2022: -$429,8092022

Highlighted filing

2013

Revenue$915,502
Expenses$877,143
Net Income$38,359
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.0
Gross Receipts
$915,502
Mission and Program Overview

Mission

Promoting the financial well-being of members by providing loan and savings services at competitive rates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$15,738,563$15,203,284▼ $535,279
Other Notes and Loans Receivable, Net$10,493,882$10,480,845▼ $13,037
Savings and Temporary Cash Investments$8,014,325$7,465,824▼ $548,501
Rtn Earn Endowment Incm Other Fnds$3,012,064$3,045,769▲ $33,705
Land, Buildings, and Equipment, Net$81,636$81,786▲ $150
Cash and Non-Interest-Bearing Accounts$69,803$62,388▼ $7,415
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$18,861,800$18,336,556▼ $525,244
Other Assets Total$202,154$245,713▲ $43,559
Liabilities
Accounts Payable and Accrued Expenses$73,557$50,930▼ $22,627
Other Liabilities$37,616$36,573▼ $1,043
Total Liabilities$111,173$87,503▼ $23,670
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,750,627$18,249,053▼ $501,574
Total Liabilities and Net Assets / Fund Balance$18,861,800$18,336,556▼ $525,244

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,191--
Equipment$71,595$150,790-
Compensation and Service Providers
Top Officer Pay11th percentile

Board Members and Trustees

NameTitle
John WeaverChairman
Nicholas GuidingerVice Chairman
Dave JonesDirector
Randy HickmanDirector
Shellye WilsonDirector
Tom MillerDirector
Gary MabeSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$791,759
Investment Income
$41,003
Other Revenue
$82,740
Change in Net Assets
$38,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$508,429
Salaries, Compensation, and Employee Benefits$368,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$305,694
Office Expenses---$154,548
Occupancy---$61,857
Pension Plan Contributions---$33,897
Payroll Taxes---$29,123
Fees for Services Other---$18,899
Travel---$17,878
All Other Expenses---$15,107
Other Expenses---$8,768
Total Functional Expenses$0$0$0$877,143
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
Accrued Dividends and Interest Payable$36,573
Governance and Compliance

Governance Checklist

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

“All depositors are members of the credit union”

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

“Members of the credit union elect the board of directors from the general membership at the annual meeting each year.”

Form 990, Part VI, Section B, Line 11

“All board members received an electronic copy of the form 990. Comments and questions from the board members were answered/resolved by the credit union operations and accounting staff.”

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

“Conflicts of interest are discussed with the board on a regular basis. All board members have been educated as to what a conflict of interest is and will report any suspected conflicts to the board.”

Form 990, Part VI, Section B, Line 15

“Formal annual written reviews are conducted. The board of directors conducts the evaluation of the ceo and the ceo conducts the evaluations for all officers and key employees.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
82-0374112
Phone
2084544295

Signing Officer

Name
Valerie J Brooks
Title
CEO/manager
Phone
2084544295
Signed
2014-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie J Brooks
Formed
1956
Legal Domicile
Id
Voting Board Members
7
Independent Board Members
7
Employees
9
Volunteers
11

Preparer

Preparer
Terri L Sanders
Phone
2086398190
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in member shares -539,933.”

Raw XML Appendix332 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/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL DEPOSITORS ARE MEMBERS OF THE CREDIT UNION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE CREDIT UNION ELECT THE BOARD OF DIRECTORS FROM THE GENERAL MEMBERSHIP AT THE ANNUAL MEETING EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS RECEIVED AN ELECTRONIC COPY OF THE FORM 990. COMMENTS AND QUESTIONS FROM THE BOARD MEMBERS WERE ANSWERED/RESOLVED BY THE CREDIT UNION OPERATIONS AND ACCOUNTING STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS OF INTEREST ARE DISCUSSED WITH THE BOARD ON A REGULAR BASIS. ALL BOARD MEMBERS HAVE BEEN EDUCATED AS TO WHAT A CONFLICT OF INTEREST IS AND WILL REPORT ANY SUSPECTED CONFLICTS TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORMAL ANNUAL WRITTEN REVIEWS ARE CONDUCTED. THE BOARD OF DIRECTORS CONDUCTS THE EVALUATION OF THE CEO AND THE CEO CONDUCTS THE EVALUATIONS FOR ALL OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN MEMBER SHARES -539,933.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018861800
IRS990/TotalAssetsEOYAmt018336556
IRS990/TotalAssetsGrp/BOYAmt018861800
IRS990/TotalAssetsGrp/EOYAmt018336556
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/TotalAmt0877143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0111173
IRS990/TotalLiabilitiesEOYAmt087503
IRS990/TotalLiabilitiesGrp/BOYAmt0111173
IRS990/TotalLiabilitiesGrp/EOYAmt087503
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018750627
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018249053
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0791759
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0915502
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0915502
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018861800
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018336556
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt017878
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 1059
IRS990/USAddress/City0CALDWELL
IRS990/USAddress/State0ID
IRS990/USAddress/ZIPCode083606
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SIMPLOTCU.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE J BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02084544295
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10SIMPLOT EMPLOYEES CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0820374112
ReturnHeader/Filer/PhoneNum02084544295
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1059
ReturnHeader/Filer/USAddress/City0CALDWELL
ReturnHeader/Filer/USAddress/State0ID
ReturnHeader/Filer/USAddress/ZIPCode083606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0275298643
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SANDERS AND ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOISE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode083706
ReturnHeader/PreparerPersonGrp/PhoneNum02086398190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI L SANDERS
ReturnHeader/ReturnTs02014-05-13T16:02:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$18,336,556
Liabilities
$87,503
Net assets
$18,249,053
Revenue
$915,502
Expenses
$877,143
Net income
$38,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$21.7$0.03$21.7$1.02$1.45$0.43
2021Detailed filing. Detailed filing data is available for this year.$23.0$0.03$22.9$0.96$1.06$0.09
2020Detailed filing. Detailed filing data is available for this year.$21.3$0.03$21.3$1.08$1.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$20.5$0.03$20.5$1.16$1.04$0.13
2018Detailed filing. Detailed filing data is available for this year.$20.5$0.01$20.5$1.10$0.95$0.15
2017Detailed filing. Detailed filing data is available for this year.$20.0$0.02$20.0$0.96$0.99$0.03
2016Detailed filing. Detailed filing data is available for this year.$19.6$0.01$19.6$0.85$0.67$0.18
2015Detailed filing. Detailed filing data is available for this year.$18.7$0.02$18.7$0.79$0.95$0.16
2014Detailed filing. Detailed filing data is available for this year.$19.2$0.10$19.1$0.80$0.81$0.02
2013Detailed filing. Detailed filing data is available for this year.$18.3$0.09$18.2$0.92$0.88$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$0.11$18.8$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.14$18.1$0.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.11$18.4$1.05