Tucson Old Pueblo Credit Union

“Participation in this credit union is limited to those who qualify for membership as defined in the credit union's charter and bylaws. This generally consists of those who live, work, worship, or go to school in tucson, arizona, and other select employee groups who have petitioned for membership. In addition to a regularly qualified member, the spouse of a member, the blood or adoptive relatives of either of them and their spouses may be members.”

“The members elect the board of directors.”

“Certain decisions must be approved by the membership. Bylaw changes enacted by the board and approved by the state must be ratified by the members at the subsequent annual meeting.”

“The credit union does not have a committee with authority to act on behalf of the board.”

“The form 990 is prepared by the organization's independent public accounting firm based on information provided by management. Once the draft is available, it is reviewed by management and any changes incorporated into the filing. Once this detailed review is complete, the form 990 is filed with the irs.”

“The code of conduct for employees and volunteers is reviewed annually by the board as is on the compliance committee and board recurring calendars. Volunteers individually review and sign declaration of ethical conduct annually and they are kept in the executive assistant's care. Employees individually review and sign declaration of ethical conduct annually and this is kept in the hr department. This policy covers all credit union employees and volunteers. Gifts of $100 or more are considered conflicts of interest. Violations of this policy may result in disciplinary action, up to and including termination of service.”

“The ceo is hired by the board who determines the ceo's compensation. The hr department uses compensation data from our professional employer organization, paylocity. The compensation data enables the credit union to evaluate, track, and modify compensation based on market data, internal comparables and job families to ensure that we are competitive, following all legal guidelines and applying the principle of fairness to our compensation review process and practices. The final decision for the ceo's compensation is documented in hr personnel records. Other officers and employees also have their job classification rated annually by compensation data from paylocity. The data helps to determine the appropriate placing within the employment framework and classification of salary. The ceo reviews and approves compensation of other officers and key employees and the decision is documented by hr. These processes were last performed during calendar 2025.”

“The organization's financial statements are posted on its website. The financial statements are also posted in the lobby of the main branch. All other governing documents and conflict of interest policy are available upon request.”

“Transfer of net assets to idaho central credit union -5,849,833.”