Form 990, Part VI, Section A, line 1A
“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.”
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$55,073,395
Up $18,778,689 (+52%) from 2022
Net Assets
Up$10,949,211
Up $3,181,449 (+41%) from 2022
Liabilities
Up$44,124,184
Up $15,597,240 (+55%) from 2022
Revenue And Expenses
Revenue
Up$2,843,399
Up $1,431,992 (+101%) from 2022
Expenses
Up$2,527,181
Up $1,579,559 (+167%) from 2022
Net Income
Down$316,218
Down $147,567 (-32%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Nov 15, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $2,843,399
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $26,661,461 | $39,891,755 | ▲ $13,230,294 |
| Savings and Temporary Cash Investments | $8,632,398 | $12,836,505 | ▲ $4,204,107 |
| Rtn Earn Endowment Incm Other Fnds | $7,767,762 | $10,949,211 | ▲ $3,181,449 |
| Land, Buildings, and Equipment, Net | $381,308 | $1,274,888 | ▲ $893,580 |
| Cash and Non-Interest-Bearing Accounts | $235,141 | $368,153 | ▲ $133,012 |
| Prepaid Expenses and Deferred Charges | $31,222 | $66,922 | ▲ $35,700 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $36,294,706 | $55,073,395 | ▲ $18,778,689 |
| Other Assets Total | $353,176 | $635,172 | ▲ $281,996 |
| Liabilities | |||
| Other Liabilities | $28,275,069 | $43,835,480 | ▲ $15,560,411 |
| Accounts Payable and Accrued Expenses | $251,875 | $288,704 | ▲ $36,829 |
| Total Liabilities | $28,526,944 | $44,124,184 | ▲ $15,597,240 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $7,767,762 | $10,949,211 | ▲ $3,181,449 |
| Total Liabilities and Net Assets / Fund Balance | $36,294,706 | $55,073,395 | ▲ $18,778,689 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $916,346 | $229,995 | $1,146,341 |
| Equipment | $90,053 | $370,974 | $461,027 |
| Land | $268,489 | - | $268,489 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Amy Wellard | President & CEO | FT | $106,474 | $14,393 | $120,867 |
Board Members and Trustees
| Name | Title |
|---|---|
| Rick Phillips | Chair |
| Jay Powell | Chair (Until 08-2023) |
| Gene Gallegos | Vice-Chair (From 06-2023) |
| Fred Bailey | Board Member |
| Perry Boren | Board Member |
| Jared Jackson | Board Member (From 09-2023) |
| Latisha Hulet | Board Member (From 09-2023) |
| RaeLene Durrant | Board Member (From 09-2023) |
| Kristi Borgolthaus | Secretary |
| Suzanne Dutoit | Treasurer (From 09-2023) |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $2,445,010
- Investment Income
- $398,389
- Other Revenue
- $0
- Change in Net Assets
- $316,218
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $1,637,677 |
| Salaries, Compensation, and Employee Benefits | $861,547 |
| Grants and Similar Amounts Paid | $27,957 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $592,593 |
| Fees for Services Accounting | - | - | - | $210,852 |
| Office Expenses | - | - | - | $193,678 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $121,969 |
| Information Technology | - | - | - | $92,931 |
| Depreciation Depletion | - | - | - | $82,929 |
| All Other Expenses | - | - | - | $78,844 |
| Other Employee Benefits | - | - | - | $61,848 |
| Payroll Taxes | - | - | - | $59,077 |
| Occupancy | - | - | - | $51,499 |
| Other Expenses | - | - | - | $32,729 |
| Grants to Domestic Orgs | - | - | - | $27,957 |
| Pension Plan Contributions | - | - | - | $26,060 |
| Travel | - | - | - | $24,958 |
| Interest | - | - | - | $21,797 |
| Advertising | - | - | - | $17,264 |
| Fees for Services Legal | - | - | - | $11,212 |
| Conferences and Meetings | - | - | - | $5,427 |
| Total Functional Expenses | $0 | $0 | $0 | $2,527,181 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| JR Simplot Company | Boise, ID | For Profit | To fund the Simplot Games. | $15,000 |
| Ronald McDonald House Charities of Idaho | Boise, ID | 501(c)(3) | To support operations as needed. | $8,000 |
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 | $28,078,394 |
| Share Certificates | $6,518,312 |
| IRA/Keogh Accounts | $5,060,800 |
| Share Drafts | $4,177,974 |
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 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- Yes
- 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 4
“The articles and bylaws were amended to reflect the change in name to Simplot Credit Union.”
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 11B
“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.”
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 2023.”
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
- Simplot Credit Union
- EIN
- 82-6006059
- Phone
- 2082345360
- Address
- PO Box 2519, Pocatello, ID 83206
Signing Officer
- Name
- Amy Wellard
- Title
- President/CEO
- Phone
- 2082345360
- Signed
- 2024-11-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Amy Wellard
- Formed
- 1955
- Legal Domicile
- Id
- Voting Board Members
- 9
- Independent Board Members
- 9
- Employees
- 16
- Volunteers
- 15
Preparer
- Firm
- Eide Bailly LLP
- Address
- 4585 Coleman St Ste 200, Bismarck, ND 58503
- Preparer
- Lisa Chaffee CPA
- Phone
- 7012551091
Supplemental Narrative
Additional Explanations
Form 990, Part XI, line 9:
“Merger with Simplot Employees Credit Union 3,250,140. CECL Adjustment -6,434.”
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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| IRS990/OtherExpensesGrp/TotalAmt | 3 | 32729 |
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| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 43835480 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 592593 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 26661461 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 39891755 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 59077 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 26060 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 31222 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 66922 |
| 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 | 2250564 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 112759 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 41671 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 23452 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 14970 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2250564 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 112759 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 43265 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 23452 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 14970 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1594 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 17891 |
| IRS990/PYInvestmentIncomeAmt | 0 | 142223 |
| IRS990/PYOtherExpensesAmt | 0 | 415452 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1269184 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 463785 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 514279 |
| IRS990/PYTotalExpensesAmt | 0 | 947622 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1411407 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 316218 |
| 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 | 7767762 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 10949211 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 8632398 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 12836505 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 916346 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 229995 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1146341 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 90053 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 370974 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 461027 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 268489 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 268489 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 4177974 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 28078394 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 6518312 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 5060800 |
| 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 | 1274888 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 43835480 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 8000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | For Profit |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 1 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | To fund the Simplot Games. |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | To support operations as needed. |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | JR Simplot Company |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | Ronald McDonald House Charities of Idaho |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 820196611 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 943030996 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | PO Box 27 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 139 E Warm Springs Avenue |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Boise |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | Boise |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | ID |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 83707 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 83712 |
| 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 | 1 |
| 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 articles and bylaws were amended to reflect the change in name to Simplot Credit Union. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Organization has a single class of members - each member of the credit union owns one share with equal voting rights. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The general membership of the credit union elects the board members at the annual meeting. Board members serve two-year terms. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Changes in the By-laws and Articles of Incorporation require general membership approval. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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 | 6 | 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 | 7 | 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 2023. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | The Organization's documents are held at the Credit Union and are available upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Merger with Simplot Employees Credit Union 3,250,140. CECL Adjustment -6,434. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | 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 4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section A, line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part VI, Section B, line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part XI, line 9: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | 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 | 36294706 |
| IRS990/TotalAssetsEOYAmt | 0 | 55073395 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 36294706 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 55073395 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 16 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 2527181 |
| IRS990/TotalGrossUBIAmt | 0 | 1594 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 28526944 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 44124184 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 28526944 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 44124184 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 7767762 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 10949211 |
| IRS990/TotalOtherCompensationAmt | 0 | 14393 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2445010 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 106474 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 398389 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2443416 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 2843399 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1594 |
| IRS990/TotalVolunteersCnt | 0 | 15 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 36294706 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 55073395 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 24958 |
| 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 | 9 |
| IRS990/VotingMembersIndependentCnt | 0 | 9 |
| IRS990/WebsiteAddressTxt | 0 | www.simplotcu.com |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| IRS990/WrittenPolicyOrProcedureInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Amy Wellard |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President/CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2082345360 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $55,073,395
- Liabilities
- $44,124,184
- Net assets
- $10,949,211
- Revenue
- $2,843,399
- Expenses
- $2,527,181
- Net income
- $316,218