Civic Intelligence

Truwest Credit Union

990 • Fiscal year 2021 • EIN 86-6050959

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 13, 2022

Organization ProfileWWW.TRUWEST.ORG

View Organization Page

1667 N Priest DriveTempe, AZ 85288

(602) 629-2062

Siviq Scores

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

Liabilities / Assets

54th percentile

0.91x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

21.49x

Higher debt load relative to revenue than 45% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Net Margin

30th percentile

18%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Top Officer Pay

66th percentile

$1,169,349

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Asset Growth

43rd percentile

11%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-8.5%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,519,187,668

Up $150,960,420 (+11%) from 2020

Net Assets

Up

$143,279,457

Up $6,720,223 (+4.9%) from 2020

Liabilities

Up

$1,375,908,211

Up $144,240,197 (+12%) from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin30th percentile

Revenue

Down

$64,029,017

Down $5,956,398 (-8.5%) from 2020

Expenses

Down

$52,282,209

Down $6,381,490 (-11%) from 2020

Net Income

Up

$11,746,808

Up $425,092 (+3.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $741,978,379Liabilities 2010: $672,201,362Net Assets 2010: $69,777,0172010Assets 2011: $768,817,535Liabilities 2011: $689,015,595Net Assets 2011: $79,801,9402011Assets 2012: $791,363,473Liabilities 2012: $703,658,454Net Assets 2012: $87,705,0192012Assets 2013: $826,260,838Liabilities 2013: $734,790,895Net Assets 2013: $91,469,9432013Assets 2014: $893,629,857Liabilities 2014: $797,936,125Net Assets 2014: $95,693,7322014Assets 2015: $927,024,609Liabilities 2015: $828,657,401Net Assets 2015: $98,367,2082015Assets 2016: $967,262,442Liabilities 2016: $866,268,567Net Assets 2016: $100,993,8752016Assets 2017: $1,030,167,948Liabilities 2017: $923,462,437Net Assets 2017: $106,705,5112017Assets 2018: $1,152,658,837Liabilities 2018: $1,038,562,326Net Assets 2018: $114,096,5112018Assets 2019: $1,213,835,938Liabilities 2019: $1,089,253,245Net Assets 2019: $124,582,6932019Assets 2020: $1,368,227,248Liabilities 2020: $1,231,668,014Net Assets 2020: $136,559,2342020Assets 2021: $1,519,187,668Liabilities 2021: $1,375,908,211Net Assets 2021: $143,279,4572021Assets 2022: $1,514,781,756Liabilities 2022: $1,400,355,296Net Assets 2022: $114,426,4602022Assets 2023: $1,810,234,989Liabilities 2023: $1,686,028,127Net Assets 2023: $124,206,8622023Assets 2024: $1,607,001,608Liabilities 2024: $1,475,058,601Net Assets 2024: $131,943,0072024

Highlighted filing

2021

Assets$1,519,187,668
Liabilities$1,375,908,211
Net Assets$143,279,457
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$150M$100M$50M$0Expenses 2010: $43,428,2352010Expenses 2011: $36,491,9752011Expenses 2012: $32,616,6312012Revenue 2013: $44,478,077Expenses 2013: $36,552,190Net Income 2013: $7,925,8872013Revenue 2014: $45,816,665Expenses 2014: $40,444,724Net Income 2014: $5,371,9412014Revenue 2015: $48,513,601Expenses 2015: $45,063,765Net Income 2015: $3,449,8362015Revenue 2016: $50,665,954Expenses 2016: $46,614,551Net Income 2016: $4,051,4032016Revenue 2017: $56,816,269Expenses 2017: $51,997,232Net Income 2017: $4,819,0372017Revenue 2018: $62,799,985Expenses 2018: $54,672,598Net Income 2018: $8,127,3872018Revenue 2019: $71,602,053Expenses 2019: $59,293,561Net Income 2019: $12,308,4922019Revenue 2020: $69,985,415Expenses 2020: $58,663,699Net Income 2020: $11,321,7162020Revenue 2021: $64,029,017Expenses 2021: $52,282,209Net Income 2021: $11,746,8082021Revenue 2022: $72,242,165Expenses 2022: $60,300,911Net Income 2022: $11,941,2542022Revenue 2023: $92,658,143Expenses 2023: $76,945,341Net Income 2023: $15,712,8022023Revenue 2024: $110,461,542Expenses 2024: $100,822,855Net Income 2024: $9,638,6872024

Highlighted filing

2021

Revenue$64,029,017
Expenses$52,282,209
Net Income$11,746,808
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 13, 2022
Return Version
2021v4.2
Gross Receipts
$70,200,041
Mission and Program Overview

Mission

A cooperative providing financial solutions so members can achieve their goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$971,739,245$939,151,364▼ $32,587,881
Savings and Temporary Cash Investments$147,217,579$268,837,877▲ $121,620,298
Investments in Publicly Traded Securities$155,626,288$226,740,006▲ $71,113,718
Rtn Earn Endowment Incm Other Fnds$136,559,234$143,279,457▲ $6,720,223
Cash and Non-Interest-Bearing Accounts$21,284,317$28,028,319▲ $6,744,002
Land, Buildings, and Equipment, Net$13,255,353$12,514,909▼ $740,444
Investments Other Securities$10,384,050$10,828,763▲ $444,713
Prepaid Expenses and Deferred Charges$4,009,659$4,691,052▲ $681,393
Accounts Receivable$757,354$526,275▼ $231,079
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,368,227,248$1,519,187,668▲ $150,960,420
Other Assets Total$43,953,403$27,869,103▼ $16,084,300
Liabilities
Other Liabilities$1,216,199,150$1,364,854,432▲ $148,655,282
Accounts Payable and Accrued Expenses$15,468,864$11,053,779▼ $4,415,085
Total Liabilities$1,231,668,014$1,375,908,211▲ $144,240,197
Net Assets / Fund Balance
Total Net Assets Fund Balance$136,559,234$143,279,457▲ $6,720,223
Total Liabilities and Net Assets / Fund Balance$1,368,227,248$1,519,187,668▲ $150,960,420

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,740,886$13,656,593$15,397,479
Buildings$5,186,839$7,204,074$12,390,913
Land$5,587,184-$5,587,184
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan AlthousePresident & CEOFT$490,887$678,462$1,169,349
Gary BernardEvp Chief Operations OfficerFT$316,129$370,897$687,026
Katherine SciasciaMortgage Loan OriginatorFT$17,612$582,549$600,161
Kathleen HoffmanMortgage Loan OriginatorFT$33,481$523,467$556,948
Jeff PeabodySVP Chief Marketing OfficerFT$75,411$479,351$554,762
Brent CattaniFinancial Advisor IiFT$36,740$463,428$500,168
Fred FarbodSVP Chief Lending OfficerFT$269,448$204,393$473,841
Chris KearneySVP Chief Information OfficerFT$272,982$173,471$446,453
Kelly ArgallMortgage Loan OfficerFT$31,198$408,911$440,109
Michael WardSVP Chief Financial OfficerFT$238,713$167,169$405,882
Jesus PerezMortgage Loan OfficerFT$14,666$337,046$351,712
Alysse MedinaSVP and Chief Legal OfficerFT$199,373$107,740$307,113
Jennifer KimmellSVP Chief Marketing OfficerFT$194,608$61,031$255,639
RICK O'CONNORChairmanPT$17,175-$17,175
Scott JohsTreasurer-$13,117-$13,117
Mike VaskoDirector-$11,250-$11,250
Thomas CummiskeyDirector-$11,175-$11,175
Tim NieszDirector-$11,175-$11,175
Mike MoultonVice Chairman-$11,025-$11,025
Susanna DefrancoSecretary-$11,025-$11,025
Dave HolodyDirector-$8,325-$8,325
Jeff HomerDirector-$8,325-$8,325

Highest Paid Contractors

ContractorServicesLocationCompensation
Ncr CorporationOnline Banking & Atm Maintenance14181 COLLECTIONS CENTER DRIVE, Chicago, IL 60693$2,375,449
Visa USA INCCredit & Debit Card ServicesPO BOX 742233, Los Angeles, CA 90074$2,221,891
FiservCore Processing SystemPO BOX 208457, Dallas, TX 85320$618,976
Business Data INCDocument ProductionPO BOX 6081, Inglewood, CA 90312$432,906
PscuOverflow/after-hours Contact Center560 CARILLON PARKWAY, St Petersburg, FL 33716$371,496
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$60,777,303
Investment Income
$3,167,365
Other Revenue
$84,349
Change in Net Assets
$11,746,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$64,029,017
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$64,029,017
Total Revenue per Form 990
$64,029,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$30,160,855
Other Expenses$18,732,563
Grants and Similar Amounts Paid$204,784
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$20,017,302
Fees for Services Other---$4,783,536
Current Officers, Directors, Trustees, and Key Employees---$4,402,657
Information Technology---$4,190,018
Benefits to Members---$3,184,007
Other Employee Benefits---$2,937,124
Occupancy---$2,594,754
Depreciation Depletion---$1,648,778
Payroll Taxes---$1,648,169
Pension Plan Contributions---$1,155,603
Fees for Services Legal---$657,401
Office Expenses---$511,160
All Other Expenses---$417,960
Other Expenses---$258,284
Fees for Services Accounting---$191,352
Grants to Domestic Orgs---$184,784
Conferences and Meetings---$180,335
Insurance---$49,802
Travel---$45,799
Grants to Domestic Individuals---$20,000
Advertising---$-251,202
Total Functional Expenses$0$0$0$52,282,209

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$52,282,209
Total Expenses per Form 990$52,282,209
Total Expenses per Audited Statements$51,382,209
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-900,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Lung AssociationPhoenix, AZ501(c)(3)Unrestricted$60,575
PHOENIX CHILDREN'S HOSPITALPhoenix, AZ501(c)(3)Unrestricted$54,000
Maricopa Community Colleges FoundationTempe, AZ501(c)(3)Unrestricted$40,000
DELL CHILDREN'S MEDICAL CENTER FOUNDATIONAustin, TX501(c)(3)Unrestricted$13,000
Mountain West Credit Union AssociationPhoenix, AZ501(c)(6)Unrestricted$7,509
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 Deposit Accounts$1,363,133,202
Deferred Compensation Liability$1,721,230
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 1A

“The credit union has an executive committee that has been given authority to make various decision on behalf of the governing body, such as compensation and 457f plan contribution and distributions.”

Form 990, Part VI, Section A, Line 4

“The organization updated its bylaws to modify section 4 "meetings of members." the changes add flexibility to the format in which the organization's annual meeting is conducted, and also points to a board policy, which establishes the mechanism for determining a quorum at the organization's annual meeting of its membership.”

Form 990, Part VI, Section A, Line 6

“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, attend school, or work in maricopa, pinal, yavapai, and pima counties in arizona, those who live or work in travis and williamson counties in texas, and those who are members of an approved common bond interest group. 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.”

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

“The members of the credit union elect the governing body of the institution.”

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

“Certain decisions such as mergers and conversions to a different charter type require membership approval.”

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

“The form 990 is prepared by the organization's 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 draft of the form 990 is presented to the executive committee for their review and comments prior to filing with the irs. The board is then given a copy of the return for their review prior to filing with the irs.”

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

“The credit union regularly monitors and reviews activity of the entity for potential conflicts. For example, all loans to members of the board of directors are underwritten by staff using standard underwriting guidelines for all members, with the same rates and terms available to all members, and then reported to and ratified by the full board of directors. This process was last completed during 2021.”

Form 990, Part VI, Section B, Line 15

“Hrn performance solutions is a third party company that specializes in compensation. Hrn gathers data from 700 credit unions across the united states and develops the credit unions salary ranges based on comparable asset size and geographical location. The credit union also utilizes cues salary survey and cuna executive compensation survey to review the ceo's compensation. The ceo's compensation is reviewed and approved by the executive committee. Once a decision is made, the chairman of the board emails the vice president of human resources with the decision. Additionally, every june, hrn's compensation analysts review each senior leaders job description to ensure their roles are graded properly compared to the market. If additional increases need to occur, the ceo may budget for additional increases. Each senior leader receives an annual merit increase based on the previous year-end performance review. All increases are added to the final budget and reviewed and approved by the board.”

Form 990, Part VI, Section C, Line 19

“The credit union's monthly financial statements are displayed at all the branch locations. The audited financials, governing documents and conflict of interest policy are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Truwest Credit Union
EIN
86-6050959
Phone
6026292062
Address
1667 N PRIEST DRIVE, TEMPE, AZ 85288

Signing Officer

Name
Michael Ward
Title
SVP Chief Financial Officer
Phone
6026292062
Signed
2022-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Althouse
Formed
1952
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
318
Volunteers
14

Preparer

Firm
Cliftonlarsonallen Llp
Address
20 EAST THOMAS ROAD SUITE 2300, PHOENIX, AZ 85012
Preparer
Mary C Green
Phone
6022662248
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in membership shares -73,330. Credit for loan losses 900,000.”

Financial Statement Notes

PART X, LINE 2:

“The credit union pays most taxes, except for federal and state income taxes as they are exempt, under internal revenue code 501(c)(14). The credit union has filed tax returns in the past for activities they have deemed taxable. The taxing authorities have the ability to assess taxes, penalties, and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2021 and 2020. The credit union's 2018 through 2020 tax years are open for examination by federal and state taxing authorities.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Credit for loan losses moved from expenses to part xi of the form 990 -900,000.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10EVP CHIEF OPERATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SVP AND CHIEF LEGAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MORTGAGE LOAN ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18MORTGAGE LOAN ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19FINANCIAL ADVISOR II
IRS990/Form990PartVIISectionAGrp/TitleTxt20MORTGAGE LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MORTGAGE LOAN OFFICER
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IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,519,187,668
Liabilities
$1,375,908,211
Net assets
$143,279,457
Revenue
$64,029,017
Expenses
$52,282,209
Net income
$11,746,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,607$1,475$132$110$101$9.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,810$1,686$124$92.7$76.9$15.7
2022Detailed filing. Detailed filing data is available for this year.$1,515$1,400$114$72.2$60.3$11.9
2021Detailed filing. Detailed filing data is available for this year.$1,519$1,376$143$64.0$52.3$11.7
2020Detailed filing. Detailed filing data is available for this year.$1,368$1,232$137$70.0$58.7$11.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,214$1,089$125$71.6$59.3$12.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,153$1,039$114$62.8$54.7$8.13
2017Detailed filing. Detailed filing data is available for this year.$1,030$923$107$56.8$52.0$4.82
2016Detailed filing. Detailed filing data is available for this year.$967$866$101$50.7$46.6$4.05
2015Detailed filing. Detailed filing data is available for this year.$927$829$98.4$48.5$45.1$3.45
2014Detailed filing. Detailed filing data is available for this year.$894$798$95.7$45.8$40.4$5.37
2013Detailed filing. Detailed filing data is available for this year.$826$735$91.5$44.5$36.6$7.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$791$704$87.7$32.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$769$689$79.8$36.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$742$672$69.8$43.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)14 • $1B+ nonprofits