Civic Intelligence

Simplot Employees Credit Union

990 • Fiscal year 2016 • EIN 82-0374112

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 07, 2017

Organization ProfileWWW.SIMPLOTCU.COM
PO Box 190Cadlwell, ID 83606

(208) 454-4295

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2016 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

1st percentile

-0.01x

Higher debt load relative to revenue than 1% of similar nonprofits.

2016 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2016

Net Margin

90th percentile

21%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2016

Asset Growth

74th percentile

4.6%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

8.0%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$19,565,976

Up $868,391 (+4.6%) from 2015

Net Assets

Up

$19,573,163

Up $898,058 (+4.8%) from 2015

Liabilities

Down

-$7,187

Down $29,667 (-132%) from 2015

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin90th percentile

Revenue

Up

$850,611

Up $63,031 (+8.0%) from 2015

Expenses

Down

$673,999

Down $273,321 (-29%) from 2015

Net Income

Up

$176,612

Up $336,352 (+211%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2016

Assets$19,565,976
Liabilities-$7,187
Net Assets$19,573,163
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

2016

Revenue$850,611
Expenses$673,999
Net Income$176,612
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 7, 2017
Return Version
2016v3.0
Gross Receipts
$850,611
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$15,805,609$16,523,235▲ $717,626
Other Notes and Loans Receivable, Net$11,167,914$11,613,301▲ $445,387
Savings and Temporary Cash Investments$6,722,395$5,127,028▼ $1,595,367
Rtn Earn Endowment Incm Other Fnds$2,869,496$3,049,928▲ $180,432
Cash and Non-Interest-Bearing Accounts$543,072$1,355,036▲ $811,964
Investments in Publicly Traded Securities-$1,165,486-
Land, Buildings, and Equipment, Net$112,307$158,571▲ $46,264
Receivables From Officers Etc$67,612$70,729▲ $3,117
Prepaid Expenses and Deferred Charges$42,229$38,703▼ $3,526
Total Assets$18,697,585$19,565,976▲ $868,391
Other Assets Total$42,056$37,122▼ $4,934
Liabilities
Accounts Payable and Accrued Expenses$22,480$-7,187▼ $29,667
Total Liabilities$22,480$-7,187▼ $29,667
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,675,105$19,573,163▲ $898,058
Total Liabilities and Net Assets / Fund Balance$18,697,585$19,565,976▲ $868,391

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$148,380$121,646$270,026
Buildings-$56,324$56,324
Land$10,191-$10,191
Compensation and Service Providers
Top Officer Pay11th percentile

Board Members and Trustees

NameTitle
Nicolas GuildingerChairman
Juan RosadoVice Chair
Gene GallegosDirector
James TurnerDirector
Roger ParksDirector
Tom MillerDirector
Gary MabeSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$624,080
Investment Income
$113,804
Other Revenue
$112,727
Change in Net Assets
$176,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$402,195
Other Expenses$271,804
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$321,264
Office Expenses---$207,984
Depreciation Depletion---$48,896
Other Employee Benefits---$45,516
Payroll Taxes---$26,174
Insurance---$15,729
Occupancy---$14,040
Information Technology---$12,315
Pension Plan Contributions---$9,241
Fees for Services Accounting---$8,496
Advertising---$5,598
Conferences and Meetings---$2,110
Travel---$252
Interest---$153
Fees for Services Other---$91
Other Expenses---$-107,176
Total Functional Expenses$0$0$0$673,999
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$67,612$70,729▲ $3,117
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 6

“All depositors are members of the credit union.”

Form 990, Page 6, Part VI, Line 7A

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

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

“Formal annual written reviews are conducted. The board of directors conducts the evaluation of the ceo.”

Form 990, Page 6, Part VI, Line 15B

“The ceo conducts the evaluations for all officers and key employees.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Simplot Employees Credit Union
EIN
82-0374112
Phone
2084544295
Address
PO BOX 190, CADLWELL, ID 83606

Signing Officer

Name
Valerie J Brooks
Title
CEO
Phone
2084544295
Signed
2017-04-07

Organization Details

Principal Officer
Valerie J Brooks
Voting Board Members
7
Independent Board Members
7
Employees
8
Volunteers
12

Preparer

Firm
Millington Zwygart Cpas Pllc
Address
1803 ELLIS AVE, CALDWELL, ID 83605-4810
Preparer
Jordan Zwygart
Phone
2084594649
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in member shares 717,626 change in member shares 0 total 717,626 there was a prior period adjustment due to payroll taxes being over paid in prior periods.”

Raw XML Appendix353 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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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt227869
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0PARKS ROGER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1ROSADO JUAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2BROOKS VALERI
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2CEO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2true
IRS990ScheduleL/TotalBalanceDueAmt070729
IRS990/ScheduleORequiredInd0true
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 AND RESOLVED BY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CEO CONDUCTS THE EVALUATIONS FOR ALL OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHANGE IN MEMBER SHARES 717,626 CHANGE IN MEMBER SHARES 0 TOTAL 717,626 THERE WAS A PRIOR PERIOD ADJUSTMENT DUE TO PAYROLL TAXES BEING OVER PAID IN PRIOR PERIODS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt018697585
IRS990/TotalAssetsEOYAmt019565976
IRS990/TotalAssetsGrp/BOYAmt018697585
IRS990/TotalAssetsGrp/EOYAmt019565976
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0673999
IRS990/TotalGrossUBIAmt02400
IRS990/TotalLiabilitiesBOYAmt022480
IRS990/TotalLiabilitiesEOYAmt0-7187
IRS990/TotalLiabilitiesGrp/BOYAmt022480
IRS990/TotalLiabilitiesGrp/EOYAmt0-7187
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018675105
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019573163
IRS990/TotalProgramServiceRevenueAmt0624080
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0848211
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0850611
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02400
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018697585
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019565976
IRS990/TravelGrp/TotalAmt0252
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 160
IRS990/USAddress/CityNm0CALDWELL
IRS990/USAddress/StateAbbreviationCd0ID
IRS990/USAddress/ZIPCd083606
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SIMPLOTCU.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE J BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02084544295
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMPLOT EMPLOYEES CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0820374112
ReturnHeader/Filer/PhoneNum02084544295
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 190
ReturnHeader/Filer/USAddress/CityNm0CADLWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BCC109FF53DFF8E32A89E27C40D97E9A72F377CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId013908644D05E9BD3D9EBBCEAE9B93D5FE480AA48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474366836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLINGTON ZWYGART CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01803 ELLIS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CALDWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0836054810
ReturnHeader/PreparerPersonGrp/PhoneNum02084594649
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORDAN ZWYGART
ReturnHeader/ReturnTs02017-04-14T21:01:16+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,565,976
Liabilities
-$7,187
Net assets
$19,573,163
Revenue
$850,611
Expenses
$673,999
Net income
$176,612
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