Civic Intelligence

Simplot Employees Credit Union

990 • Fiscal year 2021 • EIN 82-0374112

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization ProfileWWW.SIMPLOTECU.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

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2021 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

4th percentile

0.04x

Higher debt load relative to revenue than 4% of similar nonprofits.

2021 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2021

Net Margin

10th percentile

-9.9%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$101,512

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2021 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2021

Asset Growth

58th percentile

7.9%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$22,977,752

Up $1,672,778 (+7.9%) from 2020

Net Assets

Up

$22,942,918

Up $1,669,839 (+7.8%) from 2020

Liabilities

Up

$34,834

Up $2,939 (+9.2%) from 2020

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin10th percentile

Revenue

Down

$960,278

Down $116,321 (-11%) from 2020

Expenses

Up

$1,055,044

Up $18,870 (+1.8%) from 2020

Net Income

Down

-$94,766

Down $135,191 (-334%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2021

Assets$22,977,752
Liabilities$34,834
Net Assets$22,942,918
Open 2021 Filing

Operations Trend

Revenue Growth26th 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

2021

Revenue$960,278
Expenses$1,055,044
Net Income-$94,766
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.0
Gross Receipts
$960,278
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$17,939,053$19,696,776▲ $1,757,723
Other Notes and Loans Receivable, Net$10,520,518$10,484,202▼ $36,316
Savings and Temporary Cash Investments$6,414,852$4,732,753▼ $1,682,099
Cash and Non-Interest-Bearing Accounts$2,592,442$3,429,639▲ $837,197
Rtn Earn Endowment Incm Other Fnds$3,334,026$3,246,142▼ $87,884
Investments in Publicly Traded Securities$1,556,533$3,201,870▲ $1,645,337
Land, Buildings, and Equipment, Net$54,781$972,479▲ $917,698
Prepaid Expenses and Deferred Charges$23,223$50,100▲ $26,877
Accounts Receivable$37,799$32,251▼ $5,548
Receivables From Officers Etc$48,150$9,924▼ $38,226
Total Assets$21,304,974$22,977,752▲ $1,672,778
Other Assets Total$56,676$64,534▲ $7,858
Liabilities
Accounts Payable and Accrued Expenses$31,895$34,834▲ $2,939
Total Liabilities$31,895$34,834▲ $2,939
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,273,079$22,942,918▲ $1,669,839
Total Liabilities and Net Assets / Fund Balance$21,304,974$22,977,752▲ $1,672,778

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$745,605$7,849$753,454
Equipment$80,474$188,738$269,212
Land$146,400-$146,400
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ben GraysonFormer CEOFT$101,512$101,512

Board Members and Trustees

NameTitle
Raelene DurantBoard Chair
Sarah DanceVice Chair
Gene GallegosDirector
Howard SkidmoreDirector
Wendy MillerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$685,194
Investment Income
$94,631
Other Revenue
$180,453
Change in Net Assets
$-94,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$590,982
Salaries, Compensation, and Employee Benefits$464,062
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$382,262
Office Expenses---$261,115
Other Expenses---$116,455
Fees for Services Accounting---$62,168
Depreciation Depletion---$56,294
Other Employee Benefits---$41,259
Occupancy---$37,688
Information Technology---$32,062
Payroll Taxes---$29,907
Insurance---$21,161
Pension Plan Contributions---$10,634
Advertising---$3,198
Travel---$473
Conferences and Meetings---$368
Total Functional Expenses$0$0$0$1,055,044
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$48,150$9,924▼ $38,226
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Val Brooks
Title
CEO
Phone
2084544295
Signed
2022-11-02

Organization Details

Principal Officer
Val Brooks
Voting Board Members
5
Independent Board Members
5
Employees
13

Preparer

Firm
Zwygart John & Associates Cpas Pllc
Address
16130 N MERCHANT WAY STE 120, NAMPA, ID 83687
Preparer
Jordan Zwygart
Phone
2084594649
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers consist of individuals that volunteer to sit on the board and the supervisory committee.”

Form 990, Part XI, Line 9

“Change in member shares 1,757,723 change in member shares 0 total 1,757,723”

Raw XML Appendix347 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/OriginalPrincipalAmt17964
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0GENE GALLEGOS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1WENDY MILLER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/TotalBalanceDueAmt09924
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS CONSIST OF INDIVIDUALS THAT VOLUNTEER TO SIT ON THE BOARD AND THE SUPERVISORY COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DEPOSITORS ARE MEMBERS OF THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE CREDIT UNION ELECT THE BOARD OF DIRECTORS FROM THE GENERAL MEMBERSHIP AT THE ANNUAL MEETING EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL 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/ExplanationTxt4CONFLICTS 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/ExplanationTxt5FORMAL ANNUAL WRITTEN REVIEWS ARE CONDUCTED. THE BOARD OF DIRECTORS CONDUCTS THE EVALUATION OF THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CEO CONDUCTS THE EVALUATIONS FOR ALL OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CHANGE IN MEMBER SHARES 1,757,723 CHANGE IN MEMBER SHARES 0 TOTAL 1,757,723
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt021304974
IRS990/TotalAssetsEOYAmt022977752
IRS990/TotalAssetsGrp/BOYAmt021304974
IRS990/TotalAssetsGrp/EOYAmt022977752
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01055044
IRS990/TotalGrossUBIAmt02942
IRS990/TotalLiabilitiesBOYAmt031895
IRS990/TotalLiabilitiesEOYAmt034834
IRS990/TotalLiabilitiesGrp/BOYAmt031895
IRS990/TotalLiabilitiesGrp/EOYAmt034834
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021273079
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022942918
IRS990/TotalProgramServiceRevenueAmt0685194
IRS990/TotalReportableCompFromOrgAmt0101512
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0957336
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0960278
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02942
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021304974
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022977752
IRS990/TravelGrp/TotalAmt0473
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 190
IRS990/USAddress/CityNm0CALDWELL
IRS990/USAddress/StateAbbreviationCd0ID
IRS990/USAddress/ZIPCd083606
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SIMPLOTECU.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VAL BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02084544295
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083605
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823280471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZWYGART JOHN & ASSOCIATES CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016130 N MERCHANT WAY STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083687
ReturnHeader/PreparerPersonGrp/PhoneNum02084594649
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORDAN ZWYGART
ReturnHeader/ReturnTs02022-11-02T15:04:57-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOKS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,977,752
Liabilities
$34,834
Net assets
$22,942,918
Revenue
$960,278
Expenses
$1,055,044
Net income
-$94,766
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