Civic Intelligence

Trinity Credit Union

990 • Fiscal year 2011 • EIN 84-0229197

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 20, 2012

Organization Profile
220 Pine Street81082
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.87x

Higher debt load relative to assets than 91% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets91st percentile

Assets

$3,569,269

No earlier filing loaded for comparison.

Net Assets

$455,286

No earlier filing loaded for comparison.

Liabilities

$3,113,983

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$343,103

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,569,269Liabilities 2011: $3,113,983Net Assets 2011: $455,2862011

Highlighted filing

2011

Assets$3,569,269
Liabilities$3,113,983
Net Assets$455,286
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0Expenses 2011: $343,1032011

Highlighted filing

2011

Revenue-
Expenses$343,103
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 20, 2012
Return Version
2011v1.2
Gross Receipts
$208,827
Filing and Contact Details

Filer

EIN
84-0229197
Raw XML Appendix319 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccruedExpenses/EOY0932
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0THE CREDIT UNION IS A MEMBER OWNED NOT-FOR-PROFIT FINANCIAL INSTITUTION, WHICH EXISTS TO SERVE THE FINANCIAL NEEDS OF ITS MEMBERS.
IRS990/AddressPrincipalOfficerUS/AddressLine10220 PINE STREET
IRS990/AddressPrincipalOfficerUS/City0TRINIDAD
IRS990/AddressPrincipalOfficerUS/State0CO
IRS990/AddressPrincipalOfficerUS/ZIPCode081082
IRS990/Advertising/Total02045
IRS990/AnnualDisclosureCoveredPersons01
IRS990/BenefitsPaidToMembersCY00
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IRS990/CapStckTrstPrinCurrentFunds/EOY00
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IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Total056028
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
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IRS990/DescribedIn501C300
IRS990/Description0TRINITY CREDIT UNION SERVES APPROXIMATELY 1,200 MEMBERS IN A LOW INCOME AREA. THE CREDIT UNION PROVIDES FINANCIAL SERVICES TO ITS MEMBERS, INCLUDING CONSUMER LENDING, CHECKING AND SAVINGS DEPOSIT ACCOUNTS, DEBIT CARDS, AND OTHER FINANCIAL SERVICES.
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IRS990/Form990PartVIISectionA/NamePerson0HELEN JULIANO
IRS990/Form990PartVIISectionA/NamePerson1FRANK MODICA
IRS990/Form990PartVIISectionA/NamePerson2PAT FLETCHER
IRS990/Form990PartVIISectionA/NamePerson3WILLIAM RAY
IRS990/Form990PartVIISectionA/NamePerson4THOMAS MARTINEZ JR
IRS990/Form990PartVIISectionA/NamePerson5PATTI J HATTORI
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/Title0BOARD PRESIDENT
IRS990/Form990PartVIISectionA/Title1BOARD VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title2BOARD SECRETARY/TREASURER
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5MANAGER
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0208827
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total02719
IRS990/Insurance/Total04171
IRS990/Interest/Total09084
IRS990/InvestmentIncomeCurrentYear014208
IRS990/InvestmentIncomePriorYear06741
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome014208
IRS990/InvestmentIncome/TotalRevenueColumn014208
IRS990/InvestmentInJointVenture00
IRS990/LandBldgEquipmentAccumDeprec0167599
IRS990/LandBuildingsEquipmentBasis0288072
IRS990/LandBuildingsEquipmentBasisNet/BOY0132005
IRS990/LandBuildingsEquipmentBasisNet/EOY0120473
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters01
IRS990/MaterialDiversionOrMisuse00
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IRS990/MethodOfAccountingAccrual0X
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IRS990/MissionDescription0THE CREDIT UNION IS A MEMBER OWNED NOT-FOR-PROFIT FINANCIAL INSTITUTION, WHICH EXISTS TO SERVE THE FINANCIAL NEEDS OF ITS MEMBERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0PATTI J HATTORI
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IRS990/NbrVotingGoverningBodyMembers05
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IRS990/NetAssetsOrFundBalancesBOY0589562
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IRS990/NonDeductibleContributions00
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IRS990/NumberOfContractorsGT100K00
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IRS990/Occupancy/Total09149
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IRS990/OfficerMailingAddress00
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IRS990/OtherEmployeeBenefits/Total02543
IRS990/OtherExpensePriorYear0279537
IRS990/OtherExpensesCurrentYear0212485
IRS990/OtherExpenses/Description0PROVISION FOR LOAN LOSS
IRS990/OtherExpenses/Description1CREDIT BUREAU/SHARE DRA
IRS990/OtherExpenses/Description2BOND INSURANCE
IRS990/OtherExpenses/Total099496
IRS990/OtherExpenses/Total119702
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IRS990/OtherSalariesAndWages/Total062930
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
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IRS990/RetainedEarningsEndowmentEtc/BOY0589562
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IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue080637
IRS990ScheduleD/Buildings/Depreciation073592
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis0154229
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IRS990ScheduleD/Land/OtherCostOrOtherBasis035000
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IRS990ScheduleD/OtherLandBuildings/Depreciation094007
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis098843
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IRS990ScheduleD/OtherLiabilities/Description0MEMBERS' SHARES/DEPOSITS
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IRS990ScheduleD/TotalOfBookValueLandBuildings0120473
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE CREDIT UNION HAS MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE MEMBERS OF THE CREDIT UNION ELECT THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2MEMBERS MUST APPROVE MERGER AND DISSOLUTION DECISIONS MADE BY THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE RETURN IS REVIEWED BY THE MANAGER AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation4GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE OFFICE FOR REVIEW BY THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs00
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IRS990/TransactionRelatedEntity00
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IRS990/WebSite0WWW.TRINITYCU.VIRTUALCU.NET
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01939
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0840229197
ReturnHeader/Filer/Name/BusinessNameLine10TRINITY CREDIT UNION
ReturnHeader/Filer/NameControl0CRED
ReturnHeader/Filer/Phone07198463112
ReturnHeader/Filer/USAddress/AddressLine10220 PINE STREET
ReturnHeader/Filer/USAddress/City0TRINIDAD
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode081082
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-07-20
ReturnHeader/Officer/Name0PATTI J HATTORI
ReturnHeader/Officer/Phone07198463112
ReturnHeader/Officer/Title0MANAGER
ReturnHeader/Preparer/DatePrepared02012-07-20
ReturnHeader/PreparerFirm/EIN0410746749
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10335 N WILMOT ROAD SUITE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TUCSON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AZ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode085711
ReturnHeader/Preparer/Name0JON MITCHELL
ReturnHeader/Preparer/Phone05207903500
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-30T15:46:28-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,569,269
Liabilities
$3,113,983
Net assets
$455,286
Revenue
-
Expenses
$343,103
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$3.11$0.46$0.34