Civic Intelligence

Winslow Santa Fe Credit Union

EIN 86-0183676 • 501(c)14 • Winslow, AZ

Profile

To encourage thrift among credit union members, create a source of credit at a competitive rate, and to provide an opportunity for members to improver their overall economic condition

1021 Williamson AveWinslow, AZ 86047

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.89x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)14 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

18.78x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)14 • $10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

34%

Higher net margin than 95% of similar nonprofits.

501(c)14 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$34,585

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

501(c)14 • $10M-$25M nonprofits • Source year 2024

Asset Growth

52nd percentile

0.2%

Faster asset growth than 52% of similar nonprofits.

501(c)14 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

501(c)14 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$15,309,890

Up $31,624 (+0.2%) from 2023

Liabilities

Down

$13,629,205

Down $214,938 (-1.6%) from 2023

Net Assets

Up

$1,680,685

Up $246,562 (+17%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin95th percentile

Revenue

Up

$725,619

Up $81,062 (+13%) from 2023

Expenses

Up

$479,057

Up $45,438 (+10%) from 2023

Net Income

Up

$246,562

Up $35,624 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $9,994,285Liabilities 2010: $9,084,506Net Assets 2010: $909,7792010Assets 2011: $11,069,911Liabilities 2011: $10,072,044Net Assets 2011: $997,8672011Assets 2012: $11,709,745Liabilities 2012: $10,551,696Net Assets 2012: $1,158,0492012Assets 2013: $12,325,728Liabilities 2013: $11,048,304Net Assets 2013: $1,277,4242013Assets 2014: $12,566,109Liabilities 2014: $11,210,108Net Assets 2014: $1,356,0012014Assets 2015: $13,219,460Liabilities 2015: $11,749,111Net Assets 2015: $1,470,3492015Assets 2016: $14,125,318Liabilities 2016: $12,568,264Net Assets 2016: $1,557,0542016Assets 2017: $14,929,800Liabilities 2017: $13,321,555Net Assets 2017: $1,608,2452017Assets 2018: $15,378,306Liabilities 2018: $13,674,596Net Assets 2018: $1,703,7102018Assets 2019: $14,295,308Liabilities 2019: $14,416,634Net Assets 2019: -$121,3262019Assets 2020: $16,534,140Liabilities 2020: $15,558,635Net Assets 2020: $975,5052020Assets 2021: $17,219,196Liabilities 2021: $16,138,633Net Assets 2021: $1,080,5632021Assets 2022: $16,738,407Liabilities 2022: $15,484,294Net Assets 2022: $1,254,1132022Assets 2023: $15,278,266Liabilities 2023: $13,844,143Net Assets 2023: $1,434,1232023Assets 2024: $15,309,890Liabilities 2024: $13,629,205Net Assets 2024: $1,680,6852024

Highlighted filing

2024

Assets$15,309,890
Liabilities$13,629,205
Net Assets$1,680,685
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $356,7532010Expenses 2011: $356,7242011Expenses 2012: $338,9102012Revenue 2013: $501,140Expenses 2013: $381,765Net Income 2013: $119,3752013Revenue 2014: $508,524Expenses 2014: $429,947Net Income 2014: $78,5772014Revenue 2015: $495,736Expenses 2015: $381,388Net Income 2015: $114,3482015Revenue 2016: $487,824Expenses 2016: $401,120Net Income 2016: $86,7042016Revenue 2017: $452,166Expenses 2017: $400,975Net Income 2017: $51,1912017Revenue 2018: $484,036Expenses 2018: $388,571Net Income 2018: $95,4652018Revenue 2019: $533,483Expenses 2019: $2,611,834Net Income 2019: -$2,078,3512019Revenue 2020: $1,514,842Expenses 2020: $418,011Net Income 2020: $1,096,8312020Revenue 2021: $422,940Expenses 2021: $317,882Net Income 2021: $105,0582021Revenue 2022: $547,655Expenses 2022: $374,105Net Income 2022: $173,5502022Revenue 2023: $644,557Expenses 2023: $433,619Net Income 2023: $210,9382023Revenue 2024: $725,619Expenses 2024: $479,057Net Income 2024: $246,5622024

Highlighted filing

2024

Revenue$725,619
Expenses$479,057
Net Income$246,562
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,309,890
Liabilities
$13,629,205
Net assets
$1,680,685
Revenue
$725,619
Expenses
$479,057
Net income
$246,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$13.6$1.68$0.73$0.48$0.25
2023Detailed filing. Detailed filing data is available for this year.$15.3$13.8$1.43$0.64$0.43$0.21
2022Detailed filing. Detailed filing data is available for this year.$16.7$15.5$1.25$0.55$0.37$0.17
2021Detailed filing. Detailed filing data is available for this year.$17.2$16.1$1.08$0.42$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$16.5$15.6$0.98$1.51$0.42$1.10
2019Detailed filing. Detailed filing data is available for this year.$14.3$14.4$0.12$0.53$2.61$2.08
2018Detailed filing. Detailed filing data is available for this year.$15.4$13.7$1.70$0.48$0.39$0.10
2017Detailed filing. Detailed filing data is available for this year.$14.9$13.3$1.61$0.45$0.40$0.05
2016Detailed filing. Detailed filing data is available for this year.$14.1$12.6$1.56$0.49$0.40$0.09
2015Detailed filing. Detailed filing data is available for this year.$13.2$11.7$1.47$0.50$0.38$0.11
2014Detailed filing. Detailed filing data is available for this year.$12.6$11.2$1.36$0.51$0.43$0.08
2013Detailed filing. Detailed filing data is available for this year.$12.3$11.0$1.28$0.50$0.38$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$10.6$1.16$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$10.1$1.00$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.99$9.08$0.91$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 25, 2025
Return Version
2024v5.1
Gross Receipts
$725,619
Mission and Program Overview

Mission

To encourage thrift among the credit union members, create a source of credit at a fair rate of interest, and to provide an opportunity for members to improve their economic condition.

To encourage thrift among credit union members, create a source of credit at a competitive rate, and to provide an opportunity for members to improver their overall economic condition

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$10,797,584$10,887,014▲ $89,430
Savings and Temporary Cash Investments$3,776,618$3,993,901▲ $217,283
Rtn Earn Endowment Incm Other Fnds$1,434,123$1,680,685▲ $246,562
Receivables From Officers Etc$89,016$180,471▲ $91,455
Cash and Non-Interest-Bearing Accounts$379,742$160,746▼ $218,996
Land, Buildings, and Equipment, Net$35,457$30,595▼ $4,862
Prepaid Expenses and Deferred Charges$157,687$14,720▼ $142,967
Total Assets$15,278,266$15,309,890▲ $31,624
Other Assets Total$42,162$42,443▲ $281
Liabilities
Other Liabilities$13,832,760$13,622,634▼ $210,126
Accounts Payable and Accrued Expenses$11,383$6,571▼ $4,812
Total Liabilities$13,844,143$13,629,205▼ $214,938
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,434,123$1,680,685▲ $246,562
Total Liabilities and Net Assets / Fund Balance$15,278,266$15,309,890▲ $31,624

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,019$112,792-
Land$3,000--
Equipment$4,576$144,231-
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stephanie ArmstrongManager/CEOFT$34,585$34,585

Board Members and Trustees

NameTitle
Mary SmithChairman
Marsha ChildersVice Chair
LINDA McKINNEYBoard Member
Marilee ErvianSecretary
Sylvia HartnettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$669,420
Investment Income
$51,248
Other Revenue
$4,951
Change in Net Assets
$246,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,345
Salaries, Compensation, and Employee Benefits$211,712
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$157,299$0$0$157,299
Information Technology$59,525$0$0$59,525
Office Expenses$44,309$0$0$44,309
Current Officers, Directors, Trustees, and Key Employees$34,585$0$0$34,585
Fees for Services Accounting$18,501$0$0$18,501
Payroll Taxes$15,153$0$0$15,153
All Other Expenses$14,853$0$0$14,853
Insurance$13,190$0$0$13,190
Occupancy$4,930$0$0$4,930
Depreciation Depletion$4,862$0$0$4,862
Other Employee Benefits$4,675$0$0$4,675
Other Expenses$4,642$0$0$4,642
Advertising$1,950$0$0$1,950
Conferences and Meetings$415$0$0$415
Total Functional Expenses$479,057$0$0$479,057
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$89,016$180,471▲ $91,455
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$13,622,634
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Winslow Santa Fe Credit Union
EIN
86-0183676
Phone
9282892962
Address
1021 WILLIAMSON AVE, WINSLOW, AZ 86047

Signing Officer

Name
Mary Smith
Title
Chairperson
Phone
9282892962
Signed
2025-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Smith
Formed
1955
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
8
Volunteers
8

Preparer

Firm
Greg R Schmidt CPA
Address
26 Cypress Pt, Amarillo, TX 79124
Preparer
Greg R Schmidt
Phone
8552759297
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“All account holders are members”

Pt VI, Line 7A

“Members vote at the annual meeting for the board of directors”

Pt VI, Line 8B

“There are no committees that can act on behalf of the governing body”

Pt VI, Line 11B

“The board reviews the form 990 before it is filed”

Pt VI, Line 12C

“A yearly review is done by the board of directors”

Pt XI

“Cecl adjustment posted to undivided earnings”

Raw XML AppendixShowing 400 of 406 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011383
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06571
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ENCOURAGE THRIFT AMONG CREDIT UNION MEMBERS, CREATE A SOURCE OF CREDIT AT A COMPETITIVE RATE, AND TO PROVIDE AN OPPORTUNITY FOR MEMBERS TO IMPROVER THEIR OVERALL ECONOMIC CONDITION
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt01950
IRS990/AdvertisingGrp/TotalAmt01950
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt014853
IRS990/AllOtherExpensesGrp/TotalAmt014853
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0STEPHANIE ARMSTRONG
IRS990/BooksInCareOfDetail/PhoneNum09282892962
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01021 WILLIAMSON AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINSLOW
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd086047
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0379742
IRS990/CashNonInterestBearingGrp/EOYAmt0160746
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt034585
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt034585
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0415
IRS990/ConferencesMeetingsGrp/TotalAmt0415
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt051248
IRS990/CYOtherExpensesAmt0267345
IRS990/CYOtherRevenueAmt04951
IRS990/CYProgramServiceRevenueAmt0669420
IRS990/CYRevenuesLessExpensesAmt0246562
IRS990/CYSalariesCompEmpBnftPaidAmt0211712
IRS990/CYTotalExpensesAmt0479057
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0725619
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04862
IRS990/DepreciationDepletionGrp/TotalAmt04862
IRS990/Desc0PROVIDE SAVINGS AND LOAN SERVICES TO ITS MEMBERS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt018501
IRS990/FeesForServicesAccountingGrp/TotalAmt018501
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1MARSHA CHILDERS
IRS990/Form990PartVIISectionAGrp/PersonNm2SYLVIA HARTNETT
IRS990/Form990PartVIISectionAGrp/PersonNm3MARILEE ERVIAN
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA McKINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHANIE ARMSTRONG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt534585
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGER/CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0725619
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt059525
IRS990/InformationTechnologyGrp/TotalAmt059525
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt013190
IRS990/InsuranceGrp/TotalAmt013190
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051248
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt0138
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0257023
IRS990/LandBldgEquipBasisNetGrp/BOYAmt035457
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030595
IRS990/LandBldgEquipCostOrOtherBssAmt0287618
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENCOURAGE THRIFT AMONG CREDIT UNION MEMBERS, CREATE A SOURCE OF CREDIT AT A COMPETITIVE RATE, AND TO PROVIDE AN OPPORTUNITY FOR MEMBERS TO IMPROVER THEIR OVERALL ECONOMIC CONDITION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01434123
IRS990/NetAssetsOrFundBalancesEOYAmt01680685
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt04930
IRS990/OccupancyGrp/TotalAmt04930
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt044309
IRS990/OfficeExpensesGrp/TotalAmt044309
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt042162
IRS990/OtherAssetsTotalGrp/EOYAmt042443
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04675
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04675
IRS990/OtherExpensesGrp/Desc0ACH FEES
IRS990/OtherExpensesGrp/Desc1LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3LOAN SERVICING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt045145
IRS990/OtherExpensesGrp/ProgramServicesAmt147663
IRS990/OtherExpensesGrp/ProgramServicesAmt27360
IRS990/OtherExpensesGrp/ProgramServicesAmt34642
IRS990/OtherExpensesGrp/TotalAmt045145
IRS990/OtherExpensesGrp/TotalAmt147663
IRS990/OtherExpensesGrp/TotalAmt27360
IRS990/OtherExpensesGrp/TotalAmt34642
IRS990/OtherLiabilitiesGrp/BOYAmt013832760
IRS990/OtherLiabilitiesGrp/EOYAmt013622634
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/Desc0MISC REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04951
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04951
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt04951
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0157299
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157299
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010797584
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010887014
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt015153
IRS990/PayrollTaxesGrp/TotalAmt015153
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0157687
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014720
IRS990/PrincipalOfficerNm0MARY SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0630759
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138661
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt069420
IRS990/PYOtherExpensesAmt0218414
IRS990/PYOtherRevenueAmt05044
IRS990/PYProgramServiceRevenueAmt0570093
IRS990/PYRevenuesLessExpensesAmt0210938
IRS990/PYSalariesCompEmpBnftPaidAmt0215205
IRS990/PYTotalExpensesAmt0433619
IRS990/PYTotalRevenueAmt0644557
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt089016
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0180471
IRS990/ReconcilationRevenueExpnssAmt0246562
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01434123
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01680685
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03776618
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03993901
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt023019
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0112792
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0135811
IRS990ScheduleD/EquipmentGrp/BookValueAmt04576
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0144231
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0148807
IRS990ScheduleD/LandGrp/BookValueAmt03000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt03000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013622634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030595
IRS990ScheduleD/TotalLiabilityAmt013622634
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt075997
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt181662
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt222812
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0VARIOUS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1AUTOS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2VARIOUS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt080063
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1107695
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt247010
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MARY ANN SMITH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1STEPH ARMSTRONG
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2LINDA McKINNEY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TREASURER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1CEO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2BOARD
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2true
IRS990ScheduleL/TotalBalanceDueAmt0180471
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL ACCOUNT HOLDERS ARE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS VOTE AT THE ANNUAL MEETING FOR THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS THE FORM 990 BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A YEARLY REVIEW IS DONE BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CECL ADJUSTMENT POSTED TO UNDIVIDED EARNINGS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015278266
IRS990/TotalAssetsEOYAmt015309890
IRS990/TotalAssetsGrp/BOYAmt015278266
IRS990/TotalAssetsGrp/EOYAmt015309890
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0479057
IRS990/TotalFunctionalExpensesGrp/TotalAmt0479057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013844143
IRS990/TotalLiabilitiesEOYAmt013629205
IRS990/TotalLiabilitiesGrp/BOYAmt013844143
IRS990/TotalLiabilitiesGrp/EOYAmt013629205
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01434123
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01680685
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0669420
IRS990/TotalReportableCompFromOrgAmt034585
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0725619
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0725619
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015278266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015309890
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01021 WILLIAMSON
IRS990/USAddress/CityNm0WINSLOW
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd086047
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09282892962
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINSLOW SANTA FE CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0WINS
ReturnHeader/Filer/EIN0860183676
ReturnHeader/Filer/PhoneNum09282892962
ReturnHeader/Filer/USAddress/AddressLine1Txt01021 WILLIAMSON AVE
ReturnHeader/Filer/USAddress/CityNm0WINSLOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd086047
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Greg R Schmidt CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 Cypress Pt
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Amarillo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079124
ReturnHeader/PreparerPersonGrp/PhoneNum08552759297
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13

Document Assets

No mirrored PDF or thumbnail assets are attached yet.