Liabilities / Assets
10th percentile
Higher debt load relative to assets than 10% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
10th percentile
Higher debt load relative to assets than 10% of similar nonprofits.
Liabilities / Revenue
33rd percentile
Higher debt load relative to revenue than 33% of similar nonprofits.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
16th percentile
Faster asset growth than 16% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Up$34,775,621
Up $971,620 (+2.9%) from 2020
Net Assets
Up$7,310,868
Up $340,665 (+4.9%) from 2020
Liabilities
Up$27,464,753
Up $630,955 (+2.4%) from 2020
Revenue
Down$1,350,483
Down $66,368 (-4.7%) from 2020
Expenses
Down$1,009,601
Down $66,933 (-6.2%) from 2020
Net Income
Up$340,882
Up $565 (+0.2%) from 2020
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $22,561,045 | $24,589,810 | ▲ $2,028,765 |
| Savings and Temporary Cash Investments | $10,349,014 | $9,207,308 | ▼ $1,141,706 |
| Rtn Earn Endowment Incm Other Fnds | $6,970,203 | $7,310,868 | ▲ $340,665 |
| Land, Buildings, and Equipment, Net | $405,745 | $385,114 | ▼ $20,631 |
| Cash and Non-Interest-Bearing Accounts | $89,062 | $189,064 | ▲ $100,002 |
| Prepaid Expenses and Deferred Charges | $54,681 | $52,707 | ▼ $1,974 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $33,804,001 | $34,775,621 | ▲ $971,620 |
| Other Assets Total | $344,454 | $351,618 | ▲ $7,164 |
| Liabilities | |||
| Other Liabilities | $26,673,204 | $27,281,862 | ▲ $608,658 |
| Accounts Payable and Accrued Expenses | $160,594 | $182,891 | ▲ $22,297 |
| Total Liabilities | $26,833,798 | $27,464,753 | ▲ $630,955 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $6,970,203 | $7,310,868 | ▲ $340,665 |
| Total Liabilities and Net Assets / Fund Balance | $33,804,001 | $34,775,621 | ▲ $971,620 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $228,048 | $131,124 | $359,172 |
| Equipment | $34,977 | $118,288 | $153,265 |
| Land | $122,089 | - | $122,089 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Amy Wellard | President & CEO | FT | $94,799 | $12,297 | $107,096 |
| Name | Title |
|---|---|
| Jay Powell | Chairman |
| Fred Bailly | Board Member |
| Perry Boren | Board Member |
| Rick Phillips | Board Member |
| Kristi Samuelson | Secretary |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $503,194 |
| Other Expenses | $493,187 |
| Grants and Similar Amounts Paid | $13,220 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $289,603 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $108,197 |
| Information Technology | - | - | - | $68,565 |
| Other Employee Benefits | - | - | - | $54,014 |
| Office Expenses | - | - | - | $51,992 |
| Depreciation Depletion | - | - | - | $39,435 |
| Payroll Taxes | - | - | - | $31,021 |
| Occupancy | - | - | - | $30,080 |
| Other Expenses | - | - | - | $30,000 |
| Fees for Services Accounting | - | - | - | $26,034 |
| Pension Plan Contributions | - | - | - | $20,359 |
| Grants to Domestic Orgs | - | - | - | $13,220 |
| All Other Expenses | - | - | - | $12,013 |
| Advertising | - | - | - | $10,912 |
| Fees for Services Legal | - | - | - | $4,763 |
| Total Functional Expenses | $0 | $0 | $0 | $1,009,601 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| JR Simplot Company | Boise, ID | For Profit | To fund the Simplot Games | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Regular Shares | $17,975,158 |
| IRA/Keogh Accounts | $4,561,932 |
| Share Drafts | $2,868,961 |
| Share Certificates | $1,875,811 |
“The Supervisory Committee of the organization has the authority to act on behalf of the governing body. The Chairman of the Board votes only in the case of a tie.”
“The Organization has a single class of members - each member of the credit union owns one share with equal voting rights.”
“The general membership of the credit union elects the board members at the annual meeting. Board members serve two-year terms.”
“Changes in the By-laws and Articles of Incorporation require general membership approval.”
“A copy of the Form 990 is provided to the Organization for review prior to filing. The Form 990 is reviewed by the Organization's accountant position and CEO.”
“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.”
“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 2021.”
“The Organization's documents are held at the Credit Union and are available upon request.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 160594 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 182891 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To promote the financial well being of members by providing services at competitive rates. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 10912 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 12013 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Amy Wellard |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2082345360 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 2519 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Pocatello |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 83204 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 89062 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 189064 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 108197 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| 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 | 13220 |
| IRS990/CYInvestmentIncomeAmt | 0 | 143058 |
| IRS990/CYOtherExpensesAmt | 0 | 493187 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1207425 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 340882 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 503194 |
| IRS990/CYTotalExpensesAmt | 0 | 1009601 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1350483 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 39435 |
| IRS990/Desc | 0 | Promoting the financial well being of 2,032 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/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 10 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 26034 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 4763 |
| 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/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/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 | 12297 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Jay Powell |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Kristi Samuelson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Rick Phillips |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Fred Bailly |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Perry Boren |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Amy Wellard |
| 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 | 94799 |
| 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/TitleTxt | 0 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | President & CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1955 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 13220 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1350483 |
| 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 | 68565 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 143058 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 143058 |
| IRS990/InvestmentInJointVentureInd | 0 | 1 |
| IRS990/IRPDocumentCnt | 0 | 354 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 249412 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 405745 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 385114 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 634526 |
| IRS990/LegalDomicileStateCd | 0 | ID |
| 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 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6970203 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 7310868 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -217 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 30080 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 51992 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 344454 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 351618 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 54014 |
| IRS990/OtherExpensesGrp/Desc | 0 | Dividends |
| IRS990/OtherExpensesGrp/Desc | 1 | Loan Servicing Expense |
| IRS990/OtherExpensesGrp/Desc | 2 | Bank Charges |
| IRS990/OtherExpensesGrp/Desc | 3 | Provision for Loan Loss |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 94988 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 88449 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 35956 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 30000 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 26673204 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 27281862 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 289603 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 22561045 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 24589810 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 31021 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 20359 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 54681 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 52707 |
| IRS990/PrincipalOfficerNm | 0 | Amy Wellard |
| 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/BusinessCd | 4 | 522100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Interest on Loans |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Share Draft and Debit |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | ATM Fees & Other Opera |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Loan Interest & Fee In |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | CC Loan Service Income |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1140283 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 29984 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 13915 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 12324 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 8649 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1140283 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 29984 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 16185 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 12324 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 8649 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 2270 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 11036 |
| IRS990/PYInvestmentIncomeAmt | 0 | 185833 |
| IRS990/PYOtherExpensesAmt | 0 | 591633 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1231018 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 340317 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 473865 |
| IRS990/PYTotalExpensesAmt | 0 | 1076534 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1416851 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 340882 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 6970203 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 7310868 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 10349014 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 9207308 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 228048 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 131124 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 359172 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 34977 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 118288 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 153265 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 122089 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 122089 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 2868961 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 17975158 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 1875811 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 4561932 |
| 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 | 385114 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 27281862 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | For Profit |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 10000 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | To fund the Simplot Games |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | JR Simplot Company |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 820196611 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | PO Box 27 |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Boise |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 83707 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | Distribution of grant funds are monitored and approved by the Board of Directors. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 2: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 0 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 1 |
| IRS990/ScheduleJRequiredInd | 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. The Chairman of the Board votes only in the case of a tie. |
| 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 prior to filing. The Form 990 is reviewed by the Organization's accountant position and CEO. |
| 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 2021. |
| 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 1a |
| 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 11b |
| 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/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 33804001 |
| IRS990/TotalAssetsEOYAmt | 0 | 34775621 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 33804001 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 34775621 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 10 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1009601 |
| IRS990/TotalGrossUBIAmt | 0 | 2270 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 26833798 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 27464753 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 26833798 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 27464753 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 6970203 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 7310868 |
| IRS990/TotalOtherCompensationAmt | 0 | 12297 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1207425 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 94799 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 143058 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1205155 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1350483 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 2270 |
| IRS990/TotalVolunteersCnt | 0 | 9 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 33804001 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 34775621 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO Box 2519 |
| IRS990/USAddress/CityNm | 0 | Pocatello |
| IRS990/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990/USAddress/ZIPCd | 0 | 83204 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | www.pocsimplotcu.com |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| IRS990/WrittenPolicyOrProcedureInd | 0 | 1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Amy Wellard |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President/CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2082345360 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Pocatello Simplot Credit Union |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | POCA |
| ReturnHeader/Filer/EIN | 0 | 826006059 |
| ReturnHeader/Filer/PhoneNum | 0 | 2082345360 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 2519 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Pocatello |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | ID |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 83204 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 450250958 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Eide Bailly LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1730 Burnt Boat Loop Ste 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Bismarck |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | ND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 585030886 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7012551091 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-11-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Lisa Chaffee CPA |
| ReturnHeader/ReturnTs | 0 | 2022-11-15T18:41:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Amy |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Wellard |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.