Civic Intelligence

Simplot Employees Credit Union

990 • Fiscal year 2017 • EIN 82-0374112

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization ProfileWWW.SIMPLOTCU.COM
PO Box 190Caldwell, ID 83605

(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.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

1st percentile

0.02x

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

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Net Margin

14th percentile

-3.3%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

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.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Asset Growth

60th percentile

2.3%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

13%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$20,021,912

Up $455,936 (+2.3%) from 2016

Net Assets

Up

$20,004,674

Up $431,511 (+2.2%) from 2016

Liabilities

Up

$17,238

Up $24,425 (+340%) from 2016

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin14th percentile

Revenue

Up

$960,721

Up $110,110 (+13%) from 2016

Expenses

Up

$992,890

Up $318,891 (+47%) from 2016

Net Income

Down

-$32,169

Down $208,781 (-118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$20,021,912
Liabilities$17,238
Net Assets$20,004,674
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$960,721
Expenses$992,890
Net Income-$32,169
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Gross Receipts
$960,721
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$16,523,235$16,986,915▲ $463,680
Other Notes and Loans Receivable, Net$11,613,301$11,788,166▲ $174,865
Savings and Temporary Cash Investments$5,127,028$6,225,600▲ $1,098,572
Rtn Earn Endowment Incm Other Fnds$3,049,928$3,017,759▼ $32,169
Investments in Publicly Traded Securities$1,165,486$1,096,776▼ $68,710
Cash and Non-Interest-Bearing Accounts$1,355,036$620,953▼ $734,083
Land, Buildings, and Equipment, Net$158,571$140,977▼ $17,594
Receivables From Officers Etc$70,729$51,673▼ $19,056
Prepaid Expenses and Deferred Charges$38,703$34,070▼ $4,633
Total Assets$19,565,976$20,021,912▲ $455,936
Other Assets Total$37,122$63,697▲ $26,575
Liabilities
Accounts Payable and Accrued Expenses$-7,187$17,238▲ $24,425
Total Liabilities$-7,187$17,238▲ $24,425
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,573,163$20,004,674▲ $431,511
Total Liabilities and Net Assets / Fund Balance$19,565,976$20,021,912▲ $455,936

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$130,786$142,324$273,110
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
Javi 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
$686,761
Investment Income
$130,617
Other Revenue
$143,343
Change in Net Assets
$-32,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$581,957
Salaries, Compensation, and Employee Benefits$410,933
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$322,531
Office Expenses---$244,349
Depreciation Depletion---$60,367
Other Employee Benefits---$54,003
Fees for Services Accounting---$27,573
Payroll Taxes---$25,991
Occupancy---$23,391
Insurance---$17,116
Other Expenses---$11,079
Pension Plan Contributions---$8,408
Information Technology---$6,467
Conferences and Meetings---$6,186
Travel---$2,927
Advertising---$1,961
Interest---$31
Total Functional Expenses$0$0$0$992,890
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$70,729$51,673▼ $19,056
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, CALDWELL, ID 83605

Signing Officer

Name
Valerie J Brooks
Title
CEO
Phone
2084544295
Signed
2018-05-11

Organization Details

Principal Officer
Valerie J Brooks
Voting Board Members
7
Independent Board Members
7
Employees
11
Volunteers
11

Preparer

Firm
Zwygart John & Associates 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 463,680 change in member shares 0 total 463,680”

Raw XML Appendix344 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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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 463,680 CHANGE IN MEMBER SHARES 0 TOTAL 463,680
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
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt020021912
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IRS990/TotalAssetsGrp/EOYAmt020021912
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0992890
IRS990/TotalGrossUBIAmt0900
IRS990/TotalLiabilitiesBOYAmt0-7187
IRS990/TotalLiabilitiesEOYAmt017238
IRS990/TotalLiabilitiesGrp/BOYAmt0-7187
IRS990/TotalLiabilitiesGrp/EOYAmt017238
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019573163
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020004674
IRS990/TotalProgramServiceRevenueAmt0686761
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0959821
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0960721
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0900
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019565976
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020021912
IRS990/TravelGrp/TotalAmt02927
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IRS990/USAddress/CityNm0CALDWELL
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SIMPLOTCU.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE J BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02084544295
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
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/CityNm0CALDWELL
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.117.183.206
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:04:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823280471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZWYGART JOHN & ASSOCIATES 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/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORDAN ZWYGART
ReturnHeader/ReturnTs02018-05-15T16:04:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,021,912
Liabilities
$17,238
Net assets
$20,004,674
Revenue
$960,721
Expenses
$992,890
Net income
-$32,169
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