Civic Intelligence

Simplot Credit Union

990 • Fiscal year 2014 • EIN 82-6006059

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.POCSIMPLOTCU.COM

View Organization Page

PO Box 912Pocatello, ID 83204-0912

(208) 234-5360

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$30,003,688

Down $585,110 (-1.9%) from 2013

Net Assets

Down

$5,605,861

Down $50,628 (-0.9%) from 2013

Liabilities

Down

$24,397,827

Down $534,482 (-2.1%) from 2013

Revenue And Expenses

Revenue

Down

$854,961

Down $17,387 (-2.0%) from 2013

Expenses

Down

$919,411

Down $71,071 (-7.2%) from 2013

Net Income

Up

-$64,450

Up $53,684 (+45%) from 2013

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $33,409,035Liabilities 2010: $27,897,308Net Assets 2010: $5,511,7272010Assets 2011: $32,957,038Liabilities 2011: $27,284,171Net Assets 2011: $5,672,8672011Assets 2012: $32,008,181Liabilities 2012: $26,227,550Net Assets 2012: $5,780,6312012Assets 2013: $30,588,798Liabilities 2013: $24,932,309Net Assets 2013: $5,656,4892013Assets 2014: $30,003,688Liabilities 2014: $24,397,827Net Assets 2014: $5,605,8612014Assets 2015: $31,219,274Liabilities 2015: $25,454,240Net Assets 2015: $5,765,0342015Assets 2016: $30,075,272Liabilities 2016: $24,161,853Net Assets 2016: $5,913,4192016Assets 2017: $29,256,318Liabilities 2017: $23,297,734Net Assets 2017: $5,958,5842017Assets 2018: $29,748,247Liabilities 2018: $23,506,351Net Assets 2018: $6,241,8962018Assets 2019: $30,774,019Liabilities 2019: $24,145,721Net Assets 2019: $6,628,2982019Assets 2020: $33,804,001Liabilities 2020: $26,833,798Net Assets 2020: $6,970,2032020Assets 2021: $34,775,621Liabilities 2021: $27,464,753Net Assets 2021: $7,310,8682021Assets 2022: $36,294,706Liabilities 2022: $28,526,944Net Assets 2022: $7,767,7622022Assets 2023: $55,073,395Liabilities 2023: $44,124,184Net Assets 2023: $10,949,2112023Assets 2024: $56,349,199Liabilities 2024: $44,165,730Net Assets 2024: $12,183,4692024

Highlighted filing

2014

Assets$30,003,688
Liabilities$24,397,827
Net Assets$5,605,861
Open 2014 Filing

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,216,4662010Expenses 2011: $1,128,9362011Expenses 2012: $934,3802012Revenue 2013: $872,348Expenses 2013: $990,482Net Income 2013: -$118,1342013Revenue 2014: $854,961Expenses 2014: $919,411Net Income 2014: -$64,4502014Revenue 2015: $991,794Expenses 2015: $829,312Net Income 2015: $162,4822015Revenue 2016: $1,073,374Expenses 2016: $921,573Net Income 2016: $151,8012016Revenue 2017: $1,012,119Expenses 2017: $998,257Net Income 2017: $13,8622017Revenue 2018: $1,159,338Expenses 2018: $870,986Net Income 2018: $288,3522018Revenue 2019: $1,326,786Expenses 2019: $945,619Net Income 2019: $381,1672019Revenue 2020: $1,416,851Expenses 2020: $1,076,534Net Income 2020: $340,3172020Revenue 2021: $1,350,483Expenses 2021: $1,009,601Net Income 2021: $340,8822021Revenue 2022: $1,411,407Expenses 2022: $947,622Net Income 2022: $463,7852022Revenue 2023: $2,843,399Expenses 2023: $2,527,181Net Income 2023: $316,2182023Revenue 2024: $3,059,605Expenses 2024: $2,274,239Net Income 2024: $785,3662024

Highlighted filing

2014

Revenue$854,961
Expenses$919,411
Net Income-$64,450
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$854,961
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 the financial well being of members by providing services at competitive rates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$16,662,183$14,977,420▼ $1,684,763
Other Notes and Loans Receivable, Net$12,328,340$13,360,563▲ $1,032,223
Rtn Earn Endowment Incm Other Fnds$5,656,489$5,605,861▼ $50,628
Land, Buildings, and Equipment, Net$409,003$399,176▼ $9,827
Cash and Non-Interest-Bearing Accounts$56,626$135,611▲ $78,985
Prepaid Expenses and Deferred Charges$26,646$22,570▼ $4,076
Accounts Receivable-$1,444-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$30,588,798$30,003,688▼ $585,110
Other Assets Total$1,106,000$1,106,904▲ $904
Liabilities
Other Liabilities$24,857,219$24,237,119▼ $620,100
Accounts Payable and Accrued Expenses$75,090$160,708▲ $85,618
Total Liabilities$24,932,309$24,397,827▼ $534,482
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,656,489$5,605,861▼ $50,628
Total Liabilities and Net Assets / Fund Balance$30,588,798$30,003,688▼ $585,110

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$55,062$269,525$324,587
Buildings$240,614$18,290$258,904
Land$103,500-$103,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark MccollumPresident/CEO (thru 10/14)FT$79,189$12,233$91,422
Scott OlsonActing CEO (10/14 Thru 12/14)FT$12,351-$12,351

Board Members and Trustees

NameTitle
Jay PowellChairman
Bill EvansBoard Member
Dave JensenBoard Member
Rick PhillipsBoard Member
Kristi SamuelsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$674,164
Investment Income
$180,797
Other Revenue
$0
Change in Net Assets
$-64,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$539,395
Salaries, Compensation, and Employee Benefits$380,016
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$205,281
Current Officers, Directors, Trustees, and Key Employees---$103,773
Office Expenses---$57,018
Fees for Services Accounting---$46,863
Other Employee Benefits---$40,004
Depreciation Depletion---$34,660
Information Technology---$33,738
Occupancy---$27,276
Payroll Taxes---$25,152
All Other Expenses---$20,168
Other Expenses---$18,662
Travel---$10,125
Conferences and Meetings---$6,088
Pension Plan Contributions---$5,806
Advertising---$1,749
Fees for Services Legal---$1,035
Interest---$31
Total Functional Expenses$0$0$0$919,411
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
Regular Shares$16,421,585
Ira/keogh Accounts$5,363,903
Share Certificates$1,258,013
Share Drafts$1,193,618
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 was provided to the organization for review prior to filing. The form 990 was reviewed by the organization's accountant position.”

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 2014.”

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

Filer Name
Pocatello Simplot Credit Union
EIN
82-6006059
Phone
2082345360
Address
PO BOX 912, POCATELLO, ID 83204-0912

Signing Officer

Name
Amy Wellard
Title
President/CEO
Phone
2082345360
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Wellard
Formed
1955
Legal Domicile
Id
Voting Board Members
5
Independent Board Members
5
Employees
10
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
877 W MAIN ST STE 800, BOISE, ID 83702
Preparer
Christine Perez
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.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SUPERVISORY COMMITTEE OF THE ORGANIZATION HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS - EACH MEMBER OF THE CREDIT UNION OWNS ONE SHARE WITH EQUAL VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GENERAL MEMBERSHIP OF THE CREDIT UNION ELECTS THE BOARD MEMBERS AT THE ANNUAL MEETING. BOARD MEMBERS SERVE TWO-YEAR TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES IN THE BY-LAWS AND ARTICLES OF INCORPORATION REQUIRE GENERAL MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION FOR REVIEW PRIOR TO FILING. THE FORM 990 WAS REVIEWED BY THE ORGANIZATION'S ACCOUNTANT POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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/ExplanationTxt6THE 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 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION'S DOCUMENTS ARE HELD AT THE CREDIT UNION AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt030588798
IRS990/TotalAssetsEOYAmt030003688
IRS990/TotalAssetsGrp/BOYAmt030588798
IRS990/TotalAssetsGrp/EOYAmt030003688
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt0919411
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024932309
IRS990/TotalLiabilitiesEOYAmt024397827
IRS990/TotalLiabilitiesGrp/BOYAmt024932309
IRS990/TotalLiabilitiesGrp/EOYAmt024397827
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05656489
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05605861
IRS990/TotalOtherCompensationAmt012233
IRS990/TotalProgramServiceRevenueAmt0674164
IRS990/TotalReportableCompFromOrgAmt091540
IRS990/TotalRevenueGrp/ExclusionAmt0180797
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0674164
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0854961
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030588798
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030003688
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt010125
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 912
IRS990/USAddress/CityNm0POCATELLO
IRS990/USAddress/StateAbbreviationCd0ID
IRS990/USAddress/ZIPCd0832040912
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.POCSIMPLOTCU.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY WELLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02082345360
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POCATELLO SIMPLOT CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0POCA
ReturnHeader/Filer/EIN0826006059
ReturnHeader/Filer/PhoneNum02082345360
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 912
ReturnHeader/Filer/USAddress/CityNm0POCATELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd0832040912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0877 W MAIN ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOISE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083702
ReturnHeader/PreparerPersonGrp/PhoneNum02083447150
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE PEREZ
ReturnHeader/ReturnTs02015-11-16T17:07:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,003,688
Liabilities
$24,397,827
Net assets
$5,605,861
Revenue
$854,961
Expenses
$919,411
Net income
-$64,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.3$44.2$12.2$3.06$2.27$0.79
2023Detailed filing. Detailed filing data is available for this year.$55.1$44.1$10.9$2.84$2.53$0.32
2022Detailed filing. Detailed filing data is available for this year.$36.3$28.5$7.77$1.41$0.95$0.46
2021Detailed filing. Detailed filing data is available for this year.$34.8$27.5$7.31$1.35$1.01$0.34
2020Detailed filing. Detailed filing data is available for this year.$33.8$26.8$6.97$1.42$1.08$0.34
2019Detailed filing. Detailed filing data is available for this year.$30.8$24.1$6.63$1.33$0.95$0.38
2018Detailed filing. Detailed filing data is available for this year.$29.7$23.5$6.24$1.16$0.87$0.29
2017Detailed filing. Detailed filing data is available for this year.$29.3$23.3$5.96$1.01$1.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$30.1$24.2$5.91$1.07$0.92$0.15
2015Detailed filing. Detailed filing data is available for this year.$31.2$25.5$5.77$0.99$0.83$0.16
2014Detailed filing. Detailed filing data is available for this year.$30.0$24.4$5.61$0.85$0.92$0.06
2013Detailed filing. Detailed filing data is available for this year.$30.6$24.9$5.66$0.87$0.99$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$26.2$5.78$0.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.0$27.3$5.67$1.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$27.9$5.51$1.22