Liabilities / Assets
8th percentile
Higher debt load relative to assets than 8% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
8th percentile
Higher debt load relative to assets than 8% of similar nonprofits.
Liabilities / Revenue
38th percentile
Higher debt load relative to revenue than 38% of similar nonprofits.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
74th percentile
Faster asset growth than 74% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Up$36,294,706
Up $1,519,085 (+4.4%) from 2021
Net Assets
Up$7,767,762
Up $456,894 (+6.2%) from 2021
Liabilities
Up$28,526,944
Up $1,062,191 (+3.9%) from 2021
Revenue
Up$1,411,407
Up $60,924 (+4.5%) from 2021
Expenses
Down$947,622
Down $61,979 (-6.1%) from 2021
Net Income
Up$463,785
Up $122,903 (+36%) from 2021
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 | $24,589,810 | $26,661,461 | ▲ $2,071,651 |
| Savings and Temporary Cash Investments | $9,207,308 | $8,632,398 | ▼ $574,910 |
| Rtn Earn Endowment Incm Other Fnds | $7,310,868 | $7,767,762 | ▲ $456,894 |
| Land, Buildings, and Equipment, Net | $385,114 | $381,308 | ▼ $3,806 |
| Cash and Non-Interest-Bearing Accounts | $189,064 | $235,141 | ▲ $46,077 |
| Prepaid Expenses and Deferred Charges | $52,707 | $31,222 | ▼ $21,485 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $34,775,621 | $36,294,706 | ▲ $1,519,085 |
| Other Assets Total | $351,618 | $353,176 | ▲ $1,558 |
| Liabilities | |||
| Other Liabilities | $27,281,862 | $28,275,069 | ▲ $993,207 |
| Accounts Payable and Accrued Expenses | $182,891 | $251,875 | ▲ $68,984 |
| Total Liabilities | $27,464,753 | $28,526,944 | ▲ $1,062,191 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $7,310,868 | $7,767,762 | ▲ $456,894 |
| Total Liabilities and Net Assets / Fund Balance | $34,775,621 | $36,294,706 | ▲ $1,519,085 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $237,139 | $154,132 | $391,271 |
| Equipment | $22,080 | $131,185 | $153,265 |
| Land | $122,089 | - | $122,089 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Amy Wellard | President & CEO | FT | $100,566 | $13,146 | $113,712 |
| 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 | $514,279 |
| Other Expenses | $415,452 |
| Grants and Similar Amounts Paid | $17,891 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $292,262 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $114,814 |
| Information Technology | - | - | - | $74,441 |
| Office Expenses | - | - | - | $68,732 |
| Other Employee Benefits | - | - | - | $54,512 |
| Fees for Services Accounting | - | - | - | $39,762 |
| Depreciation Depletion | - | - | - | $35,905 |
| Occupancy | - | - | - | $32,727 |
| Payroll Taxes | - | - | - | $32,423 |
| Pension Plan Contributions | - | - | - | $20,268 |
| Travel | - | - | - | $20,012 |
| Grants to Domestic Orgs | - | - | - | $17,891 |
| Advertising | - | - | - | $12,287 |
| All Other Expenses | - | - | - | $7,122 |
| Conferences and Meetings | - | - | - | $4,864 |
| Fees for Services Legal | - | - | - | $3,023 |
| Other Expenses | - | - | - | $-78,538 |
| Total Functional Expenses | $0 | $0 | $0 | $947,622 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| JR Simplot Company | Boise, ID | For Profit | To fund the Simplot Games | $15,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Regular Shares | $17,685,554 |
| IRA/Keogh Accounts | $5,485,731 |
| Share Drafts | $3,248,517 |
| Share Certificates | $1,855,267 |
“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 2022.”
“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 | 182891 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 251875 |
| 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 | 12287 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 7122 |
| 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 | 189064 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 235141 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 114814 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 4864 |
| 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 | 17891 |
| IRS990/CYInvestmentIncomeAmt | 0 | 142223 |
| IRS990/CYOtherExpensesAmt | 0 | 415452 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1269184 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 463785 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 514279 |
| IRS990/CYTotalExpensesAmt | 0 | 947622 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1411407 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 35905 |
| IRS990/Desc | 0 | Promoting the financial well being of 2,058 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 | 39762 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 3023 |
| 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 | 13146 |
| 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 | 100566 |
| 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 | 17891 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1411407 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 74441 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 142223 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 142223 |
| IRS990/InvestmentInJointVentureInd | 0 | 1 |
| IRS990/IRPDocumentCnt | 0 | 359 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 285317 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 385114 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 381308 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 666625 |
| 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 | 7310868 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 7767762 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -6891 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 32727 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 68732 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 351618 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 353176 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 54512 |
| 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 | 86485 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 70365 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 38265 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | -78538 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 27281862 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 28275069 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 292262 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 24589810 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 26661461 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 32423 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 20268 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 52707 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 31222 |
| 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 | 1199210 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 31554 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 17468 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 10942 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 8780 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1199210 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 31554 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 18698 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 10942 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 8780 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1230 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 13220 |
| IRS990/PYInvestmentIncomeAmt | 0 | 143058 |
| IRS990/PYOtherExpensesAmt | 0 | 493187 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1207425 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 340882 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 503194 |
| IRS990/PYTotalExpensesAmt | 0 | 1009601 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1350483 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 463785 |
| 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 | 7310868 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 7767762 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 9207308 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 8632398 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 237139 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 154132 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 391271 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 22080 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 131185 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 153265 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 122089 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 122089 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 3248517 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 17685554 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 1855267 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 5485731 |
| 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 | 381308 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 28275069 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 15000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | For Profit |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| 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 2022. |
| 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 | 34775621 |
| IRS990/TotalAssetsEOYAmt | 0 | 36294706 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 34775621 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 36294706 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 10 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 947622 |
| IRS990/TotalGrossUBIAmt | 0 | 1230 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 27464753 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 28526944 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 27464753 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 28526944 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 7310868 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 7767762 |
| IRS990/TotalOtherCompensationAmt | 0 | 13146 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1269184 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 100566 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 142223 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1267954 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1411407 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1230 |
| IRS990/TotalVolunteersCnt | 0 | 9 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 34775621 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 36294706 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 20012 |
| 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 | 83206 |
| 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 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| 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 | 2023-11-15 |
| 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 | 83206 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| 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 | 2023-11-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Lisa Chaffee CPA |
| ReturnHeader/ReturnTs | 0 | 2023-11-15T17:42:30-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Amy |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Wellard |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.