Liabilities / Assets
14th percentile
Higher debt load relative to assets than 14% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.82x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Down$30,588,798
Down $1,419,383 (-4.4%) from 2012
Net Assets
Down$5,656,489
Down $124,142 (-2.1%) from 2012
Liabilities
Down$24,932,309
Down $1,295,241 (-4.9%) from 2012
Revenue And Expenses
Revenue
$872,348
No earlier filing loaded for comparison.
Expenses
Up$990,482
Up $56,102 (+6.0%) from 2012
Net Income
-$118,134
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- May 15, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $957,509
Mission and Program Overview
Mission
Honoring the men and women of simplot by providing an exclusive financial home for our families through personalized products and services. Our credit union focuses on the financial success of our members today and into the future.
To promote financial well being of members by providing services at competitive rates.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $17,439,569 | $16,662,183 | ▼ $777,386 |
| Other Notes and Loans Receivable, Net | $13,491,928 | $12,328,340 | ▼ $1,163,588 |
| Rtn Earn Endowment Incm Other Fnds | $5,780,631 | $5,656,489 | ▼ $124,142 |
| Land, Buildings, and Equipment, Net | $145,231 | $409,003 | ▲ $263,772 |
| Cash and Non-Interest-Bearing Accounts | $76,996 | $56,626 | ▼ $20,370 |
| Prepaid Expenses and Deferred Charges | $24,110 | $26,646 | ▲ $2,536 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $32,008,181 | $30,588,798 | ▼ $1,419,383 |
| Other Assets Total | $830,347 | $1,106,000 | ▲ $275,653 |
| Liabilities | |||
| Other Liabilities | $26,141,255 | $24,857,219 | ▼ $1,284,036 |
| Accounts Payable and Accrued Expenses | $86,295 | $75,090 | ▼ $11,205 |
| Total Liabilities | $26,227,550 | $24,932,309 | ▼ $1,295,241 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $5,780,631 | $5,656,489 | ▼ $124,142 |
| Total Liabilities and Net Assets / Fund Balance | $32,008,181 | $30,588,798 | ▼ $1,419,383 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $51,944 | $247,809 | $299,753 |
| Buildings | $253,559 | $5,345 | $258,904 |
| Land | $103,500 | - | $103,500 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Mark Mccollum | President/CEO | FT | $81,099 | $101,383 | $182,482 |
| Cheryl Reas | Accountant | FT | $55,794 | $4,464 | $60,258 |
Board Members and Trustees
| Name | Title |
|---|---|
| Russ Gimlin | Chairman |
| Jay Powell | Vice Chairman |
| Rick Phillips | Board Member |
| Dave Jensen | Secretary |
| Bill Evans | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $721,040
- Investment Income
- $151,308
- Other Revenue
- $0
- Change in Net Assets
- $-118,134
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $608,439 |
| Salaries, Compensation, and Employee Benefits | $382,043 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $155,690 |
| Other Salaries and Wages | - | - | - | $141,669 |
| Fees for Services Accounting | - | - | - | $118,336 |
| Other Employee Benefits | - | - | - | $54,556 |
| All Other Expenses | - | - | - | $49,677 |
| Information Technology | - | - | - | $44,455 |
| Office Expenses | - | - | - | $44,306 |
| Depreciation Depletion | - | - | - | $30,422 |
| Occupancy | - | - | - | $25,956 |
| Payroll Taxes | - | - | - | $25,315 |
| Other Expenses | - | - | - | $24,000 |
| Travel | - | - | - | $7,156 |
| Pension Plan Contributions | - | - | - | $4,813 |
| Conferences and Meetings | - | - | - | $4,730 |
| Advertising | - | - | - | $3,206 |
| Fees for Services Legal | - | - | - | $100 |
| Total Functional Expenses | $0 | $0 | $0 | $990,482 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Regular Shares | $16,352,738 |
| Ira/keogh Accounts | $5,298,057 |
| Share Certificates | $2,048,684 |
| Share Drafts | $1,157,740 |
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
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 1
“The supervisory committee of the organization has the authority to act on behalf of the governing body.”
Form 990, Part VI, Section A, Line 6
“The organization has a single class of members - each member of the credit union owns one share with equal voting rights.”
Form 990, Part VI, Section A, Line 7A
“The general membership of the credit union elects the board members at the annual meeting. Board members serve two-year terms.”
Form 990, Part VI, Section A, Line 7B
“Changes in the by-laws and articles of incorporation require general membership approval.”
Form 990, Part VI, Section B, Line 11
“A copy of the form 990 is provided to the organization for review and distribution to the board prior to filing. The form 990 is reviewed by the ceo/president and accountant positions.”
Form 990, Part VI, Section B, Line 12C
“The organization has adopted the written conflict of interest policy of the simplot company. Any potential conflicts that arise are reviewed at the board level. If a conflict were to arise involving a board member, the board member would abstain from voting on the issue.”
Form 990, Part VI, Section B, Line 15A
“The board of directors annually conducts a performance based review of the president/ceo to determine compensation. Compensation is based upon market salary for similar positions. The last annual compensation review was performed in december of 2012.”
Form 990, Part VI, Section C, Line 19
“The organization's documents are held at the credit union and are available upon request.”
Filing and Contact Details
Filer
- EIN
- 82-6006059
- Phone
- 2082345360
Signing Officer
- Name
- Mark Mccollum
- Title
- President/CEO
- Phone
- 2082345360
- Signed
- 2014-05-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Mark Mccollum
- Formed
- 1955
- Legal Domicile
- Id
- Voting Board Members
- 5
- Independent Board Members
- 5
- Employees
- 8
- Volunteers
- 10
Preparer
- Preparer
- Kim Hunwardsen CPA
- Phone
- 2083447150
Supplemental Narrative
Additional Explanations
FORM 990, PART XII, LINE 2:
“The credit union is governed by the national credit union administration (ncua). As such, regulators review the financial transactions of the credit union on a consistent basis. In addition, the credit union maintains a supervisory committee to oversee the performance of annual agreed upon procedures by an independent accountant.”
Raw XML Appendix377 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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 86295 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 75090 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROMOTE FINANCIAL WELL BEING OF MEMBERS BY PROVIDING SERVICES AT COMPETITIVE RATES. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 3206 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 49677 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | MARK MCCOLLUM |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2082345360 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 1880 GARRETT WAY |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | POCATELLO |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | ID |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 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 | 76996 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 56626 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 155690 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 4730 |
| 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 | 151308 |
| IRS990/CYOtherExpensesAmt | 0 | 608439 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 721040 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -118134 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 382043 |
| IRS990/CYTotalExpensesAmt | 0 | 990482 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 872348 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 30422 |
| IRS990/Desc | 0 | PROMOTING THE FINANCIAL WELL BEING OF 2,259 MEMBERS BY PROVIDING LOAN AND SAVINGS SERVICES AT COMPETITIVE RATES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 8 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 118336 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 100 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40.00 |
| 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/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | 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 | 100233 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 4464 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RUSS GIMLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JAY POWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | BILL EVANS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DAVE JENSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | RICK PHILLIPS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARK MCCOLLUM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | CHERYL REAS |
| 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 | 81099 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 55794 |
| 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/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PRESIDENT/CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ACCOUNTANT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1955 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 85161 |
| IRS990/GrossReceiptsAmt | 0 | 957509 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 44455 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 151308 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 151308 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 756 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 253154 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 145231 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 409003 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 662157 |
| IRS990/LegalDomicileStateCd | 0 | ID |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 85161 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | NONE |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5780631 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5656489 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 274 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -6008 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 25956 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 44306 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 830347 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1106000 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 54556 |
| IRS990/OtherExpensesGrp/Desc | 0 | DIVIDENDS |
| IRS990/OtherExpensesGrp/Desc | 1 | LOAN SERVICING EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | SHARE INSURANCE |
| IRS990/OtherExpensesGrp/Desc | 3 | PROVISION FOR LOAN LOSS |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 170317 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 59172 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 26606 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 24000 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 26141255 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 24857219 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 141669 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 13491928 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 12328340 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 25315 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 4813 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 24110 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 26646 |
| IRS990/PrincipalOfficerNm | 0 | MARK MCCOLLUM |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 522100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | INTEREST ON LOANS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SHARE DRAFT AND DEBIT |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | OTHER OPERATING INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | CC LOAN SERVICE INCOME |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 642931 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 38978 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 27151 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 11980 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 642931 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 38978 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 27151 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 11980 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 141727 |
| IRS990/PYOtherExpensesAmt | 0 | 532606 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 900417 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 107764 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 401774 |
| IRS990/PYTotalExpensesAmt | 0 | 934380 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1042144 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -118134 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 5780631 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 5656489 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 17439569 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 16662183 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 253559 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 5345 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 258904 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 51944 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 247809 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 299753 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 103500 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 103500 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1157740 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 16352738 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 2048684 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 5298057 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | SHARE DRAFTS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | REGULAR SHARES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | SHARE CERTIFICATES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | IRA/KEOGH ACCOUNTS |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 409003 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 24857219 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 81099 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 94245 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 7138 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | MARK MCCOLLUM |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | PRESIDENT/CEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 182482 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE SUPERVISORY COMMITTEE OF THE ORGANIZATION HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS - EACH MEMBER OF THE CREDIT UNION OWNS ONE SHARE WITH EQUAL VOTING RIGHTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE GENERAL MEMBERSHIP OF THE CREDIT UNION ELECTS THE BOARD MEMBERS AT THE ANNUAL MEETING. BOARD MEMBERS SERVE TWO-YEAR TERMS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CHANGES IN THE BY-LAWS AND ARTICLES OF INCORPORATION REQUIRE GENERAL MEMBERSHIP APPROVAL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION FOR REVIEW AND DISTRIBUTION TO THE BOARD PRIOR TO FILING. THE FORM 990 IS REVIEWED BY THE CEO/PRESIDENT AND ACCOUNTANT POSITIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION HAS ADOPTED THE WRITTEN CONFLICT OF INTEREST POLICY OF THE SIMPLOT COMPANY. ANY POTENTIAL CONFLICTS THAT ARISE ARE REVIEWED AT THE BOARD LEVEL. IF A CONFLICT WERE TO ARISE INVOLVING A BOARD MEMBER, THE BOARD MEMBER WOULD ABSTAIN FROM VOTING ON THE ISSUE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A PERFORMANCE BASED REVIEW OF THE PRESIDENT/CEO TO DETERMINE COMPENSATION. COMPENSATION IS BASED UPON MARKET SALARY FOR SIMILAR POSITIONS. THE LAST ANNUAL COMPENSATION REVIEW WAS PERFORMED IN DECEMBER OF 2012. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE ORGANIZATION'S DOCUMENTS ARE HELD AT THE CREDIT UNION AND ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | THE CREDIT UNION IS GOVERNED BY THE NATIONAL CREDIT UNION ADMINISTRATION (NCUA). AS SUCH, REGULATORS REVIEW THE FINANCIAL TRANSACTIONS OF THE CREDIT UNION ON A CONSISTENT BASIS. IN ADDITION, THE CREDIT UNION MAINTAINS A SUPERVISORY COMMITTEE TO OVERSEE THE PERFORMANCE OF ANNUAL AGREED UPON PROCEDURES BY AN INDEPENDENT ACCOUNTANT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PART XII, LINE 2: |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 32008181 |
| IRS990/TotalAssetsEOYAmt | 0 | 30588798 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 32008181 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 30588798 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalEmployeeCnt | 0 | 8 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 990482 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 26227550 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 24932309 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 26227550 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 24932309 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5780631 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5656489 |
| IRS990/TotalOtherCompensationAmt | 0 | 104697 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 721040 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 136893 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 151308 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 721040 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 872348 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 10 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 32008181 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 30588798 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 7156 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | PO BOX 912 |
| IRS990/USAddress/City | 0 | POCATELLO |
| IRS990/USAddress/State | 0 | ID |
| IRS990/USAddress/ZIPCode | 0 | 832040912 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | WWW.POCSIMPLOTCU.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARK MCCOLLUM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2082345360 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | POCATELLO SIMPLOT CREDIT UNION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | POCA |
| ReturnHeader/Filer/EIN | 0 | 826006059 |
| ReturnHeader/Filer/PhoneNum | 0 | 2082345360 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 912 |
| ReturnHeader/Filer/USAddress/City | 0 | POCATELLO |
| ReturnHeader/Filer/USAddress/State | 0 | ID |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 832040912 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 450250958 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | EIDE BAILLY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 877 W MAIN ST STE 800 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | BOISE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | ID |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 83702 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2083447150 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-05-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KIM HUNWARDSEN CPA |
| ReturnHeader/ReturnTs | 0 | 2014-05-15T14:30:12-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $30,588,798
- Liabilities
- $24,932,309
- Net assets
- $5,656,489
- Revenue
- $872,348
- Expenses
- $990,482
- Net income
- -$118,134