Civic Intelligence

Credit Unions in the State of New Mexico

990 • Fiscal year 2017 • EIN 85-6009975

Jan 01, 2017 to Dec 31, 2017 • Filed on May 24, 2018

Organization ProfileWWW.LASCU.ORG

View Organization Page

1900 Diamond DriveLos Alamos, NM 87544

(505) 662-3421

Siviq Scores

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

Liabilities / Assets

100th percentile

1.00x

Higher debt load relative to assets than 100% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

28.43x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Net Margin

87th percentile

18%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

75th percentile

$91,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Asset Growth

70th percentile

3.9%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

6.0%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets100th percentile

Assets

Up

$18,574,182

Up $690,070 (+3.9%) from 2016

Net Assets

Flat

$0

Flat from 2016

Liabilities

Up

$18,574,182

Up $690,070 (+3.9%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin87th percentile

Revenue

Up

$653,362

Up $36,898 (+6.0%) from 2016

Expenses

Up

$536,064

Up $31,262 (+6.2%) from 2016

Net Income

Up

$117,298

Up $5,636 (+5.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$40M$30M$20M$10M$0Assets 2010: $14,728,485Liabilities 2010: $14,728,485Net Assets 2010: $02010Assets 2011: $14,993,312Liabilities 2011: $14,993,312Net Assets 2011: $02011Assets 2012: $15,506,635Liabilities 2012: $15,506,635Net Assets 2012: $02012Assets 2013: $16,140,994Liabilities 2013: $16,140,994Net Assets 2013: $02013Assets 2014: $15,909,589Liabilities 2014: $15,909,589Net Assets 2014: $02014Assets 2015: $16,336,617Liabilities 2015: $16,336,617Net Assets 2015: $02015Assets 2016: $17,884,112Liabilities 2016: $17,884,112Net Assets 2016: $02016Assets 2017: $18,574,182Liabilities 2017: $18,574,182Net Assets 2017: $02017Assets 2018: $19,644,293Liabilities 2018: $19,644,293Net Assets 2018: $02018Assets 2019: $19,760,201Liabilities 2019: $19,760,201Net Assets 2019: $02019Assets 2020: $23,662,105Liabilities 2020: $23,662,105Net Assets 2020: $02020Assets 2021: $26,642,780Liabilities 2021: $26,642,780Net Assets 2021: $02021Assets 2022: $27,815,362Liabilities 2022: $27,815,362Net Assets 2022: $02022Assets 2023: $30,258,287Liabilities 2023: $30,258,287Net Assets 2023: $02023Assets 2024: $33,027,230Liabilities 2024: $33,027,230Net Assets 2024: $02024

Highlighted filing

2017

Assets$18,574,182
Liabilities$18,574,182
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $667,4342010Expenses 2011: $500,3012011Expenses 2012: $450,6452012Revenue 2013: $572,082Expenses 2013: $493,622Net Income 2013: $78,4602013Revenue 2014: $556,178Expenses 2014: $467,328Net Income 2014: $88,8502014Revenue 2015: $599,904Expenses 2015: $491,645Net Income 2015: $108,2592015Revenue 2016: $616,464Expenses 2016: $504,802Net Income 2016: $111,6622016Revenue 2017: $653,362Expenses 2017: $536,064Net Income 2017: $117,2982017Revenue 2018: $773,601Expenses 2018: $623,713Net Income 2018: $149,8882018Revenue 2019: $864,588Expenses 2019: $717,411Net Income 2019: $147,1772019Revenue 2020: $914,644Expenses 2020: $814,163Net Income 2020: $100,4812020Revenue 2021: $909,339Expenses 2021: $822,320Net Income 2021: $87,0192021Revenue 2022: $1,107,107Expenses 2022: $942,542Net Income 2022: $164,5652022Revenue 2023: $1,415,575Expenses 2023: $1,205,205Net Income 2023: $210,3702023Revenue 2024: $1,703,299Expenses 2024: $1,447,318Net Income 2024: $255,9812024

Highlighted filing

2017

Revenue$653,362
Expenses$536,064
Net Income$117,298
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 24, 2018
Return Version
2017v2.0
Gross Receipts
$653,362
Mission and Program Overview

Mission

Non Profit Credit Union. To excel at providing high quality, member focused services in a professional and friendly manner, and to continue to support and encourage our member to achieve their financial goals.

Non-Profit Credit Union- To Excel at providing high quality, member focused services in a professional and friendly manner and to continue to support and encourage our members to acheive their financial goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$10,140,723$10,962,186▲ $821,463
Investments in Publicly Traded Securities$4,464,000$6,052,000▲ $1,588,000
Savings and Temporary Cash Investments$3,096,812$1,165,649▼ $1,931,163
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$17,884,112$18,574,182▲ $690,070
Other Assets Total$182,577$394,347▲ $211,770
Liabilities
Grants Payable$15,665,539$16,220,380▲ $554,841
Other Liabilities$2,189,522$2,316,820▲ $127,298
Accounts Payable and Accrued Expenses$29,051$36,982▲ $7,931
Total Liabilities$17,884,112$18,574,182▲ $690,070
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$17,884,112$18,574,182▲ $690,070
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew SchmidtExec Director/CEOFT$91,000$91,000

Board Members and Trustees

NameTitle
Bill BoedekerBoard Chairman
Jennifer ElsonVice-Chairman
Michael JohnsonBoard Member
Rebecca FarnhamBoard Member
Tom CastilloBoard Member
Jenny LathropSecretary
Chelly YoungTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$542,361
Investment Income
$0
Other Revenue
$111,001
Change in Net Assets
$117,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$653,362
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$653,362
Total Revenue per Form 990
$653,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$479,218
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$56,846--$56,846
Other Expenses$14,273$0$0$14,273
Total Functional Expenses$536,064$0$0$536,064

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$536,064
Total Expenses per Audited Statements$536,064
Total Expenses per Form 990$536,064
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Undivided Earnings$2,316,820
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Credit Unions are member owned financial institutions.”

Form 990, Part VI, Section A, Line 7A

“Members elect the governing body annually.”

Form 990, Part VI, Section B, Line 11B

“Management is given authority to complete Form 990 from the governing body.”

Form 990, Part VI, Section B, Line 12C

“The governing body reviews policies annually.”

Form 990, Part VI, Section B, Line 15

“Compensation is review annually in November by the governing body.”

Form 990, Part VI, Section C, Line 19

“Form 990 is held on-site and available for members to review.”

Filing and Contact Details

Filer

Filer Name
Los Alamos Schools Credit Union
EIN
85-6009975
Phone
5056623421
Address
1900 DIAMOND DRIVE, LOS ALAMOS, NM 87544

Signing Officer

Name
Matt Schmidt
Title
CEO/President
Phone
5056623421
Signed
2018-05-24

Organization Details

Principal Officer
Matt Schmidt
Formed
1955
Legal Domicile
Nm
Voting Board Members
1,769
Independent Board Members
1,769
Employees
4
Volunteers
12
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net Income 2017, Positive $117,298”

Form 990, Part XII, Line 2C

“The Supervisory Committee oversees the audit and review of financial statements”

Raw XML AppendixShowing 400 of 474 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm7Matthew Schmidt
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IRS990/OtherExpensesGrp/Desc1Education Scholarhips and Support
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt0464945
IRS990/OtherExpensesGrp/ProgramServicesAmt114273
IRS990/OtherExpensesGrp/TotalAmt0464945
IRS990/OtherExpensesGrp/TotalAmt114273
IRS990/OtherLiabilitiesGrp/BOYAmt02189522
IRS990/OtherLiabilitiesGrp/EOYAmt02316820
IRS990/OtherRevenueTotalAmt040895
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010140723
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010962186
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Matt Schmidt
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide Education, Scholarships and Support
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014273
IRS990/ProgSrvcAccomActy3Grp/Desc0Manage Member Needs and Accounts
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt056846
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt043528
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037929
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0461274
IRS990/PYOtherRevenueAmt037363
IRS990/PYProgramServiceRevenueAmt0541172
IRS990/PYRevenuesLessExpensesAmt0111662
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0504802
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0616464
IRS990/ReconcilationRevenueExpnssAmt0117298
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt070106
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt070106
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03096812
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01165649
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0536064
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02316820
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Undivided Earnings
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0653362
IRS990ScheduleD/TotalExpensesPerForm990Amt0536064
IRS990ScheduleD/TotalLiabilityAmt02316820
IRS990ScheduleD/TotalRevenuePerForm990Amt0653362
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0653362
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0536064
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Credit Unions are member owned financial institutions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members elect the governing body annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Management is given authority to complete Form 990 from the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing body reviews policies annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation is review annually in November by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990 is held on-site and available for members to review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Net Income 2017, Positive $117,298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The Supervisory Committee oversees the audit and review of financial statements
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XII, Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,574,182
Liabilities
$18,574,182
Net assets
$0
Revenue
$653,362
Expenses
$536,064
Net income
$117,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.0$33.0$0.00$1.70$1.45$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$30.3$0.00$1.42$1.21$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$27.8$0.00$1.11$0.94$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$26.6$0.00$0.91$0.82$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$23.7$0.00$0.91$0.81$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$19.8$0.00$0.86$0.72$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$19.6$0.00$0.77$0.62$0.15
2017Detailed filing. Detailed filing data is available for this year.$18.6$18.6$0.00$0.65$0.54$0.12
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$17.9$0.00$0.62$0.50$0.11
2015Detailed filing. Detailed filing data is available for this year.$16.3$16.3$0.00$0.60$0.49$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$15.9$0.00$0.56$0.47$0.09
2013Detailed filing. Detailed filing data is available for this year.$16.1$16.1$0.00$0.57$0.49$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$15.5$0.00$0.45
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$15.0$0.00$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$14.7$0.00$0.67