Civic Intelligence

Utah Heritage Credit Union

EIN 86-0229299 • 501(c)14 • Moroni, UT

View Organization Page

Profile

To assist Members financial growth and stability by building strong relationships one member at a time.

84 West Main PO Box 50Moroni, UT 84646

utahheritagecu.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.90x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

19.44x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2022

Net Margin

92nd percentile

27%

Higher net margin than 92% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

4.9%

Faster asset growth than 68% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

15%

Faster revenue growth than 49% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$146,741,659

Up $11,809,195 (+8.8%) from 2023

Liabilities

Up

$130,234,916

Up $9,536,301 (+7.9%) from 2023

Net Assets

Up

$16,506,743

Up $2,272,894 (+16%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin92nd percentile

Revenue

Up

$9,229,634

Up $1,611,880 (+21%) from 2023

Expenses

Up

$6,956,740

Up $1,540,797 (+28%) from 2023

Net Income

Up

$2,272,894

Up $71,083 (+3.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$150M$100M$50M$0Assets 2010: $42,109,638Liabilities 2010: $38,692,422Net Assets 2010: $3,417,2162010Assets 2011: $46,772,214Liabilities 2011: $42,992,031Net Assets 2011: $3,780,1832011Assets 2012: $47,014,492Liabilities 2012: $42,801,149Net Assets 2012: $4,213,3432012Assets 2013: $49,159,430Liabilities 2013: $44,549,962Net Assets 2013: $4,609,4682013Assets 2014: $52,754,938Liabilities 2014: $47,839,646Net Assets 2014: $4,915,2922014Assets 2015: $56,864,127Liabilities 2015: $51,471,037Net Assets 2015: $5,393,0902015Assets 2016: $61,215,426Liabilities 2016: $55,224,216Net Assets 2016: $5,991,2102016Assets 2017: $66,109,194Liabilities 2017: $59,420,417Net Assets 2017: $6,688,7772017Assets 2018: $72,084,807Liabilities 2018: $64,523,630Net Assets 2018: $7,561,1772018Assets 2019: $83,075,135Liabilities 2019: $74,639,117Net Assets 2019: $8,436,0182019Assets 2020: $97,286,773Liabilities 2020: $87,933,219Net Assets 2020: $9,353,5542020Assets 2021: $113,659,654Liabilities 2021: $103,105,878Net Assets 2021: $10,553,7762021Assets 2022: $119,199,820Liabilities 2022: $107,167,782Net Assets 2022: $12,032,0382022Assets 2023: $134,932,464Liabilities 2023: $120,698,615Net Assets 2023: $14,233,8492023Assets 2024: $146,741,659Liabilities 2024: $130,234,916Net Assets 2024: $16,506,7432024

Highlighted filing

2024

Assets$146,741,659
Liabilities$130,234,916
Net Assets$16,506,743
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$10M$5.0M$0Expenses 2010: $2,659,2722010Expenses 2011: $2,553,9092011Expenses 2012: $2,387,1512012Revenue 2013: $2,837,159Expenses 2013: $2,441,034Net Income 2013: $396,1252013Revenue 2014: $2,893,597Expenses 2014: $2,587,773Net Income 2014: $305,8242014Revenue 2015: $3,122,622Expenses 2015: $2,644,824Net Income 2015: $477,7982015Revenue 2016: $3,258,348Expenses 2016: $2,660,228Net Income 2016: $598,1202016Revenue 2017: $3,433,096Expenses 2017: $2,735,529Net Income 2017: $697,5672017Revenue 2018: $4,000,760Expenses 2018: $3,128,360Net Income 2018: $872,4002018Revenue 2019: $4,485,086Expenses 2019: $3,610,245Net Income 2019: $874,8412019Revenue 2020: $4,519,494Expenses 2020: $3,601,958Net Income 2020: $917,5362020Revenue 2021: $4,803,441Expenses 2021: $3,603,219Net Income 2021: $1,200,2222021Revenue 2022: $5,511,472Expenses 2022: $4,033,210Net Income 2022: $1,478,2622022Revenue 2023: $7,617,754Expenses 2023: $5,415,943Net Income 2023: $2,201,8112023Revenue 2024: $9,229,634Expenses 2024: $6,956,740Net Income 2024: $2,272,8942024

Highlighted filing

2024

Revenue$9,229,634
Expenses$6,956,740
Net Income$2,272,894
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$146,741,659
Liabilities
$130,234,916
Net assets
$16,506,743
Revenue
$9,229,634
Expenses
$6,956,740
Net income
$2,272,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$147$130$16.5$9.23$6.96$2.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$121$14.2$7.62$5.42$2.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$107$12.0$5.51$4.03$1.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$103$10.6$4.80$3.60$1.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.3$87.9$9.35$4.52$3.60$0.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.1$74.6$8.44$4.49$3.61$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.1$64.5$7.56$4.00$3.13$0.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.1$59.4$6.69$3.43$2.74$0.70
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.2$55.2$5.99$3.26$2.66$0.60
2015Detailed filing. Detailed filing data is available for this year.$56.9$51.5$5.39$3.12$2.64$0.48
2014Detailed filing. Detailed filing data is available for this year.$52.8$47.8$4.92$2.89$2.59$0.31
2013Detailed filing. Detailed filing data is available for this year.$49.2$44.5$4.61$2.84$2.44$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.0$42.8$4.21$2.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.8$43.0$3.78$2.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.1$38.7$3.42$2.66
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Gross Receipts
$4,519,494
Mission and Program Overview

Mission

To assist members financial growth and stability by building strong relationships one member at a time.

To assist member's financial growth and stability by building strong relationships one member at a time.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$59,012,466$62,244,472▲ $3,232,006
Investments Other Securities$17,774,331$30,214,003▲ $12,439,672
Rtn Earn Endowment Incm Other Fnds$8,436,018$9,353,554▲ $917,536
Land, Buildings, and Equipment, Net$2,524,782$2,505,294▼ $19,488
Cash and Non-Interest-Bearing Accounts$2,239,595$849,812▼ $1,389,783
Other Notes and Loans Receivable, Net$165,686$163,994▼ $1,692
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$83,075,135$97,286,773▲ $14,211,638
Other Assets Total$1,358,275$1,309,198▼ $49,077
Liabilities
Other Liabilities$74,264,043$87,513,197▲ $13,249,154
Accounts Payable and Accrued Expenses$375,074$420,022▲ $44,948
Total Liabilities$74,639,117$87,933,219▲ $13,294,102
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,436,018$9,353,554▲ $917,536
Total Liabilities and Net Assets / Fund Balance$83,075,135$97,286,773▲ $14,211,638

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,822,391$814,863$2,637,254
Equipment$203,723$2,032,584$2,236,307
Other Land Buildings$229,099$234,292$463,391
Land$250,081-$250,081
Leasehold Improvements$0$0$0
Closely Held Equity Interests$0--
Financial Derivatives$30,214,003--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Donald WatsonCEOFT$97,874$97,874
Greg SternerVP Mortgage/business LendingFT$95,548$95,548
Emily FauxVP Operations/hrFT$93,992$93,992
Tami OlsenCFOFT$83,576$83,576
Cheryl CoxVP Consumer LendingFT$68,971$68,971

Board Members and Trustees

NameTitle
Jeff AndersonBoard Chairman
Susan LarsenBoard Vice Chair
Branch CoxBoard Member
Casey AndersonBoard Member
Claude PickettBoard Member/secretary
Carol BlainSupervisory Committee Member
Carol JacobsenSupervisory Committee Member
James HatfieldSupervisory Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$222,526
Other Revenue
$4,296,968
Change in Net Assets
$917,536

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,519,494
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$4,519,494
Total Revenue per Form 990
$4,519,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,047,621
Salaries, Compensation, and Employee Benefits$1,554,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$819,885
Other Salaries and Wages---$580,305
Current Officers, Directors, Trustees, and Key Employees---$439,961
Other Employee Benefits---$410,332
Occupancy---$183,844
Office Expenses---$180,490
Fees for Services Other---$174,710
Depreciation Depletion---$168,609
Payroll Taxes---$85,250
Advertising---$46,958
Pension Plan Contributions---$38,489
Insurance---$32,052
Fees for Services Accounting---$30,561
Fees for Services Legal---$10,015
Travel---$6,371
Total Functional Expenses$0$0$0$3,601,958

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,601,958
Total Expenses per Audited Statements$3,601,958
Total Expenses per Form 990$3,601,958
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
Member Shares and Certificates of Deposit$87,513,197
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 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
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 2

“Family relation - step father”

Form 990, Part VI, Section A, Line 6

“Credit union is comprised of membership in sanpete and sevier counties in the state of utah.”

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

“Members annually meet in the month of february to elect board members for our state chartered credit union”

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

“All loans extended to board members, officers and supervisory committee members must be officially approved by the boar of directors of the credit union.”

Form 990, Part VI, Section A, Line 9

“Jeff anderson 554 w 30 s manti, ut 84642; susan larsen 255 n 100 e ephraim, ut 84627; claude pickett 100 s 300 e ephraim, ut 84627; branch cox po box 370 fairview, ut 84629; casey anderson po box 358 fairview, ut 84629; jim hatfield po box 314 fairview, ut 84629; carol blain po box 365 spring city, ut 84662; carol jacobsen 487 e 500 n ephraim, ut 84629”

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

“Form emailed to all board members for their review”

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

“Employee accounts and related family accounts are restricted and audited annually for transactions and file maintenance”

Form 990, Part VI, Section B, Line 15

“Annually the board reviews and determines the compensation for the ceo.”

Form 990, Part VI, Section C, Line 19

“Yes and available upon request”

Filing and Contact Details

Filer

Filer Name
Utah Heritage Credit Union
EIN
86-0229299
Phone
4354368288
Address
84 WEST MAIN PO BOX 50, MORONI, UT 84646

Signing Officer

Name
Donald Watson
Title
President
Phone
4354368288
Signed
2021-05-12

Organization Details

Principal Officer
Donald Watson
Formed
1969
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
25
Volunteers
8
Raw XML AppendixShowing 400 of 526 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0375074
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0420022
IRS990/AccountsReceivableGrp/BOYAmt059012466
IRS990/AccountsReceivableGrp/EOYAmt062244472
IRS990/AcctCompileOrReviewBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To assist member's financial growth and stability by building strong relationships one member at a time.
IRS990/AdvertisingGrp/TotalAmt046958
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0DONALD WATSON
IRS990/BooksInCareOfDetail/PhoneNum04354368288
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt084 WEST MAIN
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 50
IRS990/BooksInCareOfDetail/USAddress/CityNm0MORONI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084646
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02239595
IRS990/CashNonInterestBearingGrp/EOYAmt0849812
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0439961
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0222526
IRS990/CYOtherExpensesAmt02047621
IRS990/CYOtherRevenueAmt04296968
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0917536
IRS990/CYSalariesCompEmpBnftPaidAmt01554337
IRS990/CYTotalExpensesAmt03601958
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04519494
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0168609
IRS990/Desc0Donations to City/County Pageants and Celebrations, Parades and summer activities, 4-H and Sanpete County Junior Livestock
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0375
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt030561
IRS990/FeesForServicesLegalGrp/TotalAmt010015
IRS990/FeesForServicesOtherGrp/TotalAmt0174710
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm1GREG STERNER
IRS990/Form990PartVIISectionAGrp/PersonNm2EMILY FAUX
IRS990/Form990PartVIISectionAGrp/PersonNm3TAMI OLSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHERYL COX
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN LARSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7CLAUDE PICKETT
IRS990/Form990PartVIISectionAGrp/PersonNm8BRANCH COX
IRS990/Form990PartVIISectionAGrp/PersonNm9CASEY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES HATFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL BLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm12CAROL JACOBSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt097874
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt195548
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt293992
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt383576
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt468971
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP MORTGAGE/BUSINESS LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OPERATIONS/HR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP CONSUMER LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPERVISORY COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPERVISORY COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SUPERVISORY COMMITTEE MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04519494
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt032052
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0222526
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0222526
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt017774331
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt030214003
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03081739
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02524782
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02505294
IRS990/LandBldgEquipCostOrOtherBssAmt05587033
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0To assist members financial growth and stability by building strong relationships one member at a time.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08436018
IRS990/NetAssetsOrFundBalancesEOYAmt09353554
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0183844
IRS990/OfficeExpensesGrp/TotalAmt0180490
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01358275
IRS990/OtherAssetsTotalGrp/EOYAmt01309198
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0410332
IRS990/OtherExpensesGrp/Desc0TAXES/STATEMENTS/BANK FEES/POSTAGE/CREDIT REPORTS/DUES/PROVISION/ANNUAL MEETING
IRS990/OtherExpensesGrp/Desc1DIVIDENDS ON SHARES
IRS990/OtherExpensesGrp/TotalAmt0394126
IRS990/OtherExpensesGrp/TotalAmt1819885
IRS990/OtherLiabilitiesGrp/BOYAmt074264043
IRS990/OtherLiabilitiesGrp/EOYAmt087513197
IRS990/OtherRevenueMiscGrp/BusinessCd0522130
IRS990/OtherRevenueMiscGrp/BusinessCd1522130
IRS990/OtherRevenueMiscGrp/BusinessCd2522130
IRS990/OtherRevenueMiscGrp/Desc0INTEREST INCOME
IRS990/OtherRevenueMiscGrp/Desc1FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc2MISC INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03402104
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1880123
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt214741
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03402104
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1880123
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt214741
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt04296968
IRS990/OtherSalariesAndWagesGrp/TotalAmt0580305
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0165686
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0163994
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt085250
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt038489
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD WATSON
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Humanitarian donations in the area including Hospitals/Humanitarian Center/Justice Center/Food Pantry.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01200
IRS990/ProgSrvcAccomActy3Grp/Desc0Funds for local grade and secondary schools along with local college. Scholarships. Donated funds to Civic activities including Veteran Memorial/Search and Rescue/Adult Services in county/local youth activities.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01657
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0297639
IRS990/PYOtherExpensesAmt02054526
IRS990/PYOtherRevenueAmt04187447
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0874841
IRS990/PYSalariesCompEmpBnftPaidAmt01555719
IRS990/PYTotalExpensesAmt03610245
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04485086
IRS990/ReconcilationRevenueExpnssAmt0917536
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08436018
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09353554
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01822391
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0814863
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02637254
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0203723
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02032584
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02236307
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03601958
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt030214003
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0C
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0250081
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0250081
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0229099
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0234292
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0463391
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt087513197
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES AND CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04519494
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02505294
IRS990ScheduleD/TotalBookValueSecuritiesAmt030214003
IRS990ScheduleD/TotalExpensesPerForm990Amt03601958
IRS990ScheduleD/TotalLiabilityAmt087513197
IRS990ScheduleD/TotalRevenuePerForm990Amt04519494
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04519494
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03601958
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt081577
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1495
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt27246
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt313939
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt41106
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt555897
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd31
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd41
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd51
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd30
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd40
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd50
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd5X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0MORTGAGE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)14 • $100M-$250M nonprofits