Civic Intelligence

Strait-View Credit Union

990 • Fiscal year 2020 • EIN 91-0461936

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileN/A

View Organization Page

PO Box 339Port Angeles, WA 98362

(360) 452-3883

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$85,139,227

Flat from 2020

Net Assets

Flat

$84,853,551

Flat from 2020

Liabilities

Flat

$285,676

Flat from 2020

Revenue And Expenses

Revenue

Flat

$3,118,461

Flat from 2020

Expenses

Down

$1,772,087

Down $549,316 (-24%) from 2020

Net Income

Up

$1,346,374

Up $549,316 (+69%) from 2020

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0-$50MAssets 2010: $37,571,859Liabilities 2010: $420,970Net Assets 2010: $37,150,8892010Assets 2011: $39,798,493Liabilities 2011: -$48,917Net Assets 2011: $39,847,4102011Assets 2012: $43,657,288Liabilities 2012: -$71,002Net Assets 2012: $43,728,2902012Assets 2013: $46,843,503Liabilities 2013: -$92,368Net Assets 2013: $46,935,8712013Assets 2014: $49,359,538Liabilities 2014: $112,714Net Assets 2014: $49,246,8242014Assets 2015: $55,372,321Liabilities 2015: -$158,503Net Assets 2015: $55,530,8242015Assets 2016: $59,689,607Liabilities 2016: -$177,161Net Assets 2016: $59,866,7682016Assets 2017: $64,431,353Liabilities 2017: -$144,846Net Assets 2017: $64,576,1992017Assets 2018: $68,459,689Liabilities 2018: -$136,546Net Assets 2018: $68,596,2352018Assets 2019: $69,178,864Liabilities 2019: $237,515Net Assets 2019: $68,941,3492019Assets 2020: $85,139,227Liabilities 2020: $285,676Net Assets 2020: $84,853,5512020Assets 2020: $85,139,227Liabilities 2020: $285,676Net Assets 2020: $84,853,5512020Assets 2021: $103,481,534Liabilities 2021: $263,671Net Assets 2021: $103,217,8632021Assets 2022: $104,371,426Liabilities 2022: $362,783Net Assets 2022: $104,008,6432022Assets 2023: $101,367,809Liabilities 2023: $1,695,627Net Assets 2023: $99,672,1822023Assets 2024: $103,866,679Liabilities 2024: $768,462Net Assets 2024: $103,098,2172024

Highlighted filing

2020

Assets$85,139,227
Liabilities$285,676
Net Assets$84,853,551
Open 2020 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0Expenses 2010: $1,503,8282010Expenses 2011: $1,246,5892011Expenses 2012: $1,213,4872012Revenue 2013: $1,657,643Expenses 2013: $1,237,504Net Income 2013: $420,1392013Revenue 2014: $1,699,169Expenses 2014: $1,188,055Net Income 2014: $511,1142014Revenue 2015: $1,769,973Expenses 2015: $1,265,770Net Income 2015: $504,2032015Revenue 2016: $1,924,391Expenses 2016: $1,321,912Net Income 2016: $602,4792016Revenue 2017: $2,242,698Expenses 2017: $1,554,219Net Income 2017: $688,4792017Revenue 2018: $2,749,482Expenses 2018: $1,721,473Net Income 2018: $1,028,0092018Revenue 2019: $3,119,164Expenses 2019: $2,044,497Net Income 2019: $1,074,6672019Revenue 2020: $3,118,461Expenses 2020: $1,772,087Net Income 2020: $1,346,3742020Revenue 2020: $3,118,461Expenses 2020: $2,321,403Net Income 2020: $797,0582020Revenue 2021: $3,040,270Expenses 2021: $2,447,943Net Income 2021: $592,3272021Revenue 2022: $3,759,977Expenses 2022: $2,876,080Net Income 2022: $883,8972022Revenue 2023: $4,807,931Expenses 2023: $3,529,908Net Income 2023: $1,278,0232023Revenue 2024: $5,431,213Expenses 2024: $4,326,405Net Income 2024: $1,104,8082024

Highlighted filing

2020

Revenue$3,118,461
Expenses$1,772,087
Net Income$1,346,374
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$3,118,461
Mission and Program Overview

Mission

Operate credit union for mutual purposes and without profit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$68,941,349$84,853,551▲ $15,912,202
Savings and Temporary Cash Investments$19,962,207$41,861,553▲ $21,899,346
Other Notes and Loans Receivable, Net$35,460,758$32,617,175▼ $2,843,583
Investments Program Related$10,329,000$7,117,000▼ $3,212,000
Land, Buildings, and Equipment, Net$1,026,011$1,016,913▼ $9,098
Cash and Non-Interest-Bearing Accounts$608,522$771,870▲ $163,348
Receivables From Officers Etc$607,046$678,575▲ $71,529
Prepaid Expenses and Deferred Charges$180,975$94,563▼ $86,412
Total Assets$69,178,864$85,139,227▲ $15,960,363
Other Assets Total$1,004,345$981,578▼ $22,767
Liabilities
Accounts Payable and Accrued Expenses$215,575$247,208▲ $31,633
Other Liabilities$21,940$38,468▲ $16,528
Total Liabilities$237,515$285,676▲ $48,161
Net Assets / Fund Balance
Total Net Assets Fund Balance$68,941,349$84,853,551▲ $15,912,202
Total Liabilities and Net Assets / Fund Balance$69,178,864$85,139,227▲ $15,960,363

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$260,272$1,182,020$1,442,292
Buildings$278,805$465,108$743,913
Land$467,774-$467,774
Leasehold Improvements$10,062$3,353$13,415
Investment Program Related Org$7,117,000--
Other Assets Org$161,095--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa A Roening--$150,000$87,430$237,430
Lisa A RoeningPresident/Board TreasurerFT$191,689$7,988$199,677
Lori Frederick--$125,000$74,207$199,207
Lori FrederickVice-PresidentFT$160,219$7,455$167,674

Board Members and Trustees

NameTitle
Alan SlindBoard Chairman
Charles LockhartSupervisory Chair
Mike ReetzBoard Vice Chairman
Fred Oakley JrBoard Member
Larry BrisbinBoard Member
Lavonne Elzner FisherBoard Member
Rebecca MontgomeryBoard Member
Vik SchimschalBoard Member
Nancy GreenSupervisory
Raedyn TaitSupervisory
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,118,461
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,346,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,125,426
Other Expenses$498,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$0$0$989,221
Fees for Services Other$0$0$0$191,009
Information Technology$0$0$0$156,462
Benefits to Members$0--$147,994
Other Employee Benefits$0$0$0$73,628
Payroll Taxes$0$0$0$62,577
Advertising$0$0$0$50,256
Office Expenses$0$0$0$46,563
Occupancy$0$0$0$37,193
Fees for Services Legal$0$0$0$13,919
Fees for Services Accounting$0$0$0$3,265
Total Functional Expenses$0$0$0$1,772,087
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$607,046$678,575▲ $71,529
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Dividends & Interest Payable$38,468
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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
Filing and Contact Details

Filer

Filer Name
Strait-View Credit Union
EIN
91-0461936
Phone
3604523883
Address
PO Box 339, Port Angeles, WA 98362

Signing Officer

Name
Lisa A Roening
Title
President
Phone
3604523883
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa A Roening
Formed
1939
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
0
Employees
12
Volunteers
12

Preparer

Firm
George R Braly CPA Cfe Fcpa
Address
PO BOX 908, CARLSBORG, WA 98324
Preparer
George R Braly CPA
Phone
3606839033
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Members”

Pt VI, Line 7A

“Members of the credit union annualy elect three members to serve on the board of directors.”

Pt VI, Line 7B

“Decisions regarding mergers and charter changes are subject to approval by a majority of members.”

Pt VI, Line 8A

“The governing body contemporaneously documented its meetings.”

Pt VI, Line 8B

“Each committee contemporaneously documented its meetings.”

Pt VI, Line 12C

“Periodic reviews shall be conducted. The periodic review shall, at a minimum, include the following subjects: Whether compensation arrangements and benefits are reasonable; Whether or not they have violated the ethics policy; Whether or not they have violated the oath of office. The Supervisory Committee meets at least a minimum of nine times a year doing audits; review of employee account activity, investment accounts, loans, file maintenance changes, cash accounts, payroll & payroll reports, and regulatory and CPA reports.”

Pt VI, Line 19

“The organization will make its governing documents, conflict of interest policy, and financial statements available to the public upon request, for review at the office of the organization.”

Pt XI

“Other changes in net assets and fund balances.”

Pt VI, Line 11B

“No review was conducted or will be conducted.”

Raw XML AppendixShowing 400 of 659 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0215575
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0247208
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Operate credit union for mutual purposes and without profit.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt050256
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt0147994
IRS990/BooksInCareOfDetail/PersonNm0Lisa A Roening
IRS990/BooksInCareOfDetail/PhoneNum03604523883
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 South Lincoln St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Port Angeles
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098362
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0608522
IRS990/CashNonInterestBearingGrp/EOYAmt0771870
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0147994
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0498667
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03118461
IRS990/CYRevenuesLessExpensesAmt01346374
IRS990/CYSalariesCompEmpBnftPaidAmt01125426
IRS990/CYTotalExpensesAmt01772087
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03118461
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Operate credit union for mutual purposes and without profit.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt03265
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt013919
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0191009
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt07988
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17455
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/PersonNm0Lisa A Roening
IRS990/Form990PartVIISectionAGrp/PersonNm1Lori Frederick
IRS990/Form990PartVIISectionAGrp/PersonNm2Vik Schimschal
IRS990/Form990PartVIISectionAGrp/PersonNm3Fred Oakley Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4Rebecca Montgomery
IRS990/Form990PartVIISectionAGrp/PersonNm5Nancy Green
IRS990/Form990PartVIISectionAGrp/PersonNm6Alan Slind
IRS990/Form990PartVIISectionAGrp/PersonNm7Charles Lockhart
IRS990/Form990PartVIISectionAGrp/PersonNm8Lavonne Elzner Fisher
IRS990/Form990PartVIISectionAGrp/PersonNm9Larry Brisbin
IRS990/Form990PartVIISectionAGrp/PersonNm10Mike Reetz
IRS990/Form990PartVIISectionAGrp/PersonNm11Raedyn Tait
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0191689
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1160219
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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/TitleTxt0President/Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Supervisory
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt7Supervisory Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt11Supervisory
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01939
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03118461
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt0156462
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt010329000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt07117000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01650481
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01026011
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01016913
IRS990/LandBldgEquipCostOrOtherBssAmt02667394
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Operate credit union for mutual purposes and without profit.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt068941349
IRS990/NetAssetsOrFundBalancesEOYAmt084853551
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt037193
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt046563
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01004345
IRS990/OtherAssetsTotalGrp/EOYAmt0981578
IRS990/OtherChangesInNetAssetsAmt014565828
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt073628
IRS990/OtherLiabilitiesGrp/BOYAmt021940
IRS990/OtherLiabilitiesGrp/EOYAmt038468
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0989221
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt035460758
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt032617175
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt062577
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0180975
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt094563
IRS990/PrincipalOfficerNm0Lisa A Roening
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522200
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525990
IRS990/ProgramServiceRevenueGrp/Desc0Interest on Loans
IRS990/ProgramServiceRevenueGrp/Desc1Fee Income
IRS990/ProgramServiceRevenueGrp/Desc2Other Operating Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02423025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1162484
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2532952
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0109884
IRS990/PYOtherExpensesAmt0841302
IRS990/PYProgramServiceRevenueAmt03119164
IRS990/PYRevenuesLessExpensesAmt01074667
IRS990/PYSalariesCompEmpBnftPaidAmt01093311
IRS990/PYTotalExpensesAmt02044497
IRS990/PYTotalRevenueAmt03119164
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0607046
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0678575
IRS990/ReconcilationRevenueExpnssAmt01346374
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt068941349
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt084853551
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019962207
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041861553
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0278805
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0465108
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0743913
IRS990ScheduleD/EquipmentGrp/BookValueAmt0260272
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01182020
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01442292
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt07117000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Deposits in Commercial Banks
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0467774
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0467774
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt010062
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03353
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt013415
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt070582
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt10
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2689892
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3145574
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4128000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt5-198930
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt6-14635
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt7161095
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Catalyst Perpetual Cont Capital
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Bill Pay Clearing
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Inv NCUA Share Ins Cap Fund
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Total Accrued Income
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4FISERV Settlement Dep
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5FISERV Real Time Debit Cards
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6FISERV Real Time VISA
IRS990ScheduleD/OtherAssetsOrgGrp/Desc7Defined Benefit Plan Pension Asset
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038468
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Dividends & Interest Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01016913
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0981578
IRS990ScheduleD/TotalBookValueProgramRltdAmt07117000
IRS990ScheduleD/TotalLiabilityAmt038468
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0150000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1125000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount041689
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount135219
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt037753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt131533
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07988
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt17455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lisa A Roening
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Lori Frederick
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0237430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1199207
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0906
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt21025
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt30
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt48076
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt51130
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt619968
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt753818
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt85275
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt90
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt100
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1198625
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt129918
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1394863
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1424540
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt15202175
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt160
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt170
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1832341
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1919463
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt2082330
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt2124122
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd4true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd5true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd6true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd7true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd8true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd9true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd10true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd12true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd13true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd14true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd15true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd16true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,139,227
Liabilities
$285,676
Net assets
$84,853,551
Revenue
$3,118,461
Expenses
$1,772,087
Net income
$1,346,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$0.77$103$5.43$4.33$1.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$1.70$99.7$4.81$3.53$1.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$0.36$104$3.76$2.88$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.26$103$3.04$2.45$0.59
2020Detailed filing. Detailed filing data is available for this year.$85.1$0.29$84.9$3.12$1.77$1.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.1$0.29$84.9$3.12$2.32$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$0.24$68.9$3.12$2.04$1.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.5$0.14$68.6$2.75$1.72$1.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.4$0.14$64.6$2.24$1.55$0.69
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.7$0.18$59.9$1.92$1.32$0.60
2015Detailed filing. Detailed filing data is available for this year.$55.4$0.16$55.5$1.77$1.27$0.50
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.4$0.11$49.2$1.70$1.19$0.51
2013Detailed filing. Detailed filing data is available for this year.$46.8$0.09$46.9$1.66$1.24$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.7$0.07$43.7$1.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.8$0.05$39.8$1.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$0.42$37.2$1.50
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)14 • $50M-$100M nonprofits