Civic Intelligence

Point West Credit Union

990 • Fiscal year 2015 • EIN 93-0232289

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

Organization Profilewww.pointwestcu.com

View Organization Page

718 NE 12th AvenuePortland, OR 97232

(503) 546-5000

Siviq Scores

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

Liabilities / Assets

98th percentile

0.93x

Higher debt load relative to assets than 98% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

19.00x

Higher debt load relative to revenue than 49% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2015

Net Margin

37th percentile

5.7%

Higher net margin than 37% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$171,895

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2015

Asset Growth

12th percentile

-1.3%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

1.2%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$92,717,647

Down $1,248,412 (-1.3%) from 2014

Net Assets

Up

$6,600,128

Up $302,495 (+4.8%) from 2014

Liabilities

Down

$86,117,519

Down $1,550,907 (-1.8%) from 2014

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin37th percentile

Revenue

Up

$4,533,044

Up $52,352 (+1.2%) from 2014

Expenses

Up

$4,274,034

Up $314,646 (+7.9%) from 2014

Net Income

Down

$259,010

Down $262,294 (-50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$150M$100M$50M$0Assets 2010: $82,934,859Liabilities 2010: $79,179,379Net Assets 2010: $3,755,4802010Assets 2011: $84,301,325Liabilities 2011: $79,421,316Net Assets 2011: $4,880,0092011Assets 2012: $86,319,973Liabilities 2012: $80,865,806Net Assets 2012: $5,454,1672012Assets 2013: $90,714,576Liabilities 2013: $85,246,141Net Assets 2013: $5,468,4352013Assets 2014: $93,966,059Liabilities 2014: $87,668,426Net Assets 2014: $6,297,6332014Assets 2015: $92,717,647Liabilities 2015: $86,117,519Net Assets 2015: $6,600,1282015Assets 2016: $98,884,895Liabilities 2016: $89,606,516Net Assets 2016: $9,278,3792016Assets 2017: $102,212,196Liabilities 2017: $93,744,657Net Assets 2017: $8,467,5392017Assets 2018: $97,952,437Liabilities 2018: $90,469,574Net Assets 2018: $7,482,8632018Assets 2019: $93,191,819Liabilities 2019: $84,913,920Net Assets 2019: $8,277,8992019Assets 2020: $105,048,611Liabilities 2020: $96,069,021Net Assets 2020: $8,979,5902020Assets 2021: $111,617,221Liabilities 2021: $102,211,878Net Assets 2021: $9,405,3432021Assets 2022: $107,931,239Liabilities 2022: $97,503,417Net Assets 2022: $10,427,8222022Assets 2023: $109,968,841Liabilities 2023: $99,117,527Net Assets 2023: $10,851,3142023Assets 2024: $110,377,484Liabilities 2024: $98,678,447Net Assets 2024: $11,699,0372024

Highlighted filing

2015

Assets$92,717,647
Liabilities$86,117,519
Net Assets$6,600,128
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,426,5122010Revenue 2011: $5,557,986Expenses 2011: $4,444,730Net Income 2011: $1,113,2562011Expenses 2012: $4,275,6112012Revenue 2013: $4,551,389Expenses 2013: $4,144,474Net Income 2013: $406,9152013Revenue 2014: $4,480,692Expenses 2014: $3,959,388Net Income 2014: $521,3042014Revenue 2015: $4,533,044Expenses 2015: $4,274,034Net Income 2015: $259,0102015Revenue 2016: $7,028,604Expenses 2016: $4,394,328Net Income 2016: $2,634,2762016Revenue 2017: $5,327,394Expenses 2017: $6,084,178Net Income 2017: -$756,7842017Revenue 2018: $5,730,922Expenses 2018: $6,710,183Net Income 2018: -$979,2612018Revenue 2019: $5,546,781Expenses 2019: $4,748,598Net Income 2019: $798,1832019Revenue 2020: $5,045,652Expenses 2020: $4,329,793Net Income 2020: $715,8592020Revenue 2021: $5,029,583Expenses 2021: $4,601,934Net Income 2021: $427,6492021Revenue 2022: $5,970,956Expenses 2022: $4,941,470Net Income 2022: $1,029,4862022Revenue 2023: $6,329,547Expenses 2023: $5,893,585Net Income 2023: $435,9622023Revenue 2024: $7,778,023Expenses 2024: $6,933,495Net Income 2024: $844,5282024

Highlighted filing

2015

Revenue$4,533,044
Expenses$4,274,034
Net Income$259,010
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$4,628,437
Mission and Program Overview

Mission

To promote thrift among members by affording them the opportunity for accumulating their savings, to create for them a source of credit at a fair and reasonable rate of interest and to provide the opportunity for the members to use and control their money in order to improve their economic and social condition.

To perform credit union activities to benefit the members of the credit union and maintain the financial integrity of the credit union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$61,887,340$65,359,923▲ $3,472,583
Cash and Non-Interest-Bearing Accounts$12,628,144$10,748,890▼ $1,879,254
Savings and Temporary Cash Investments$7,459,075$6,955,741▼ $503,334
Rtn Earn Endowment Incm Other Fnds$6,297,633$6,600,128▲ $302,495
Investments in Publicly Traded Securities$5,453,487$4,121,326▼ $1,332,161
Land, Buildings, and Equipment, Net$3,412,310$3,315,812▼ $96,498
Receivables From Officers Etc$616,481$616,481→ $0
Investments Other Securities$447,729$355,929▼ $91,800
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$93,966,059$92,717,647▼ $1,248,412
Other Assets Total$2,061,493$1,243,545▼ $817,948
Liabilities
Other Liabilities$86,500,918$85,078,615▼ $1,422,303
Accounts Payable and Accrued Expenses$472,002$788,904▲ $316,902
Mortgage Notes Payable Secured by Investment Property$695,506$250,000▼ $445,506
Total Liabilities$87,668,426$86,117,519▼ $1,550,907
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,297,633$6,600,128▲ $302,495
Total Liabilities and Net Assets / Fund Balance$93,966,059$92,717,647▼ $1,248,412

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,221,924$744,134$1,966,058
Other Land Buildings$169,407$1,707,194$1,876,601
Land$1,865,074-$1,865,074
Equipment$15,246$610,678$625,924
Leasehold Improvements$44,161$18,375$62,536
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy NelsonCEO, TreasurerFT$160,765$11,130$171,895
Brian GriffisVP Finance & AdministrationFT$88,623$292$88,915

Board Members and Trustees

NameTitle
John SavoryChair
Jake HammerVice Chair
Dan HeinBoard member
Graham EichmanBoard member
Susan BrownBoard member
Walter SofkoBoard member
George HagerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Visa USA IncCard Payment ServicesPO Box 742233, Los Angeles, CA 90074-2233$270,291
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,200,694
Investment Income
$332,350
Other Revenue
$0
Change in Net Assets
$259,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,533,044
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,533,044
Total Revenue per Form 990
$4,533,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,574,225
Salaries, Compensation, and Employee Benefits$1,689,546
Grants and Similar Amounts Paid$10,263
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,163,560
Office Expenses---$307,819
Fees for Services Other---$262,768
Current Officers, Directors, Trustees, and Key Employees---$260,810
Interest---$244,216
Other Employee Benefits---$161,682
Occupancy---$156,916
Depreciation Depletion---$128,380
Payroll Taxes---$103,494
Advertising---$90,315
Insurance---$81,273
All Other Expenses---$63,410
Conferences and Meetings---$57,500
Information Technology---$42,205
Fees for Services Accounting---$31,913
Fees for Services Legal---$29,973
Grants to Domestic Orgs---$10,263
Other Expenses---$-10,948
Total Functional Expenses$0$0$0$4,274,034

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,274,034
Total Expenses per Audited Statements$4,274,034
Total Expenses per Form 990$4,274,034
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$2,500
Total Exempt Function Spending$2,500
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
80-0043051Tigard, OR$2,500
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$616,481$616,481→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARE AND SAVINGS ACCOUNTS$85,078,615
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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 6

“The credit union has one class of members.”

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

“The credit union membership elects the board of directors from among the credit union membership.”

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

“The decision to merge with another entity is reserved for the credit union's membership.”

Form 990, Part VI, Section B, line 11

“The ceo and vp of finance & administration perform a comprehensive review of the form 990 before filing, including analysis of income and expense source and use.”

Form 990, Part VI, Section B, line 15A

“The executive committee of the board of directors researches comparable job duties and similarly situated financial institutions. Compensation data is collected from industry surveys, usually performed by cuna or milliman. The ceo's performance is evaluated and considered with the compensation research. The executive committee decides on changes to the ceo's compensation in an executive session. Prior to 12/31/2015 the last time the executive committee met to decide ceo compensation was 12/16/2014.”

Form 990, Part VI, Section C, line 19

“THE CREDIT UNION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Additionally, financial statements are posted in the lobby of each branch.”

Filing and Contact Details

Filer

Filer Name
Point West Credit Union
EIN
93-0232289
Phone
5035465000
Address
718 NE 12th Avenue, Portland, OR 97232

Signing Officer

Name
Brian Griffis
Title
VP of Finance & Administration
Phone
5035465000
Signed
2016-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Nelson
Formed
1933
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
32
Volunteers
10

Preparer

Firm
Moss Adams LLP
Address
805 SW Broadway Ste 1200, Portland, OR 97205
Preparer
Rebecca Griffith
Phone
5032421447
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“FIN 48 (ASC 740) Uncertain Tax Positions FOOTNOTE - THE CREDIT UNION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2015 AND 2014. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE RECOGNIZED BY THE CREDIT UNION AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2015 AND 2014, THE CREDIT UNION RECOGNIZED NO INTEREST AND PENALTIES.”

Raw XML AppendixShowing 400 of 444 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.

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IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0695506
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0250000
IRS990/NetAssetsOrFundBalancesBOYAmt06297633
IRS990/NetAssetsOrFundBalancesEOYAmt06600128
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-18275
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0117131
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt098856
IRS990/NetUnrelatedBusTxblIncmAmt0-11785
IRS990/NetUnrlzdGainsLossesInvstAmt043485
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0156916
IRS990/OfficeExpensesGrp/TotalAmt0307819
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02061493
IRS990/OtherAssetsTotalGrp/EOYAmt01243545
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0161682
IRS990/OtherExpensesGrp/Desc0MEMBER PRODUCT
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2DUES
IRS990/OtherExpensesGrp/Desc3LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/TotalAmt0921424
IRS990/OtherExpensesGrp/TotalAmt1130976
IRS990/OtherExpensesGrp/TotalAmt236085
IRS990/OtherExpensesGrp/TotalAmt3-10948
IRS990/OtherLiabilitiesGrp/BOYAmt086500918
IRS990/OtherLiabilitiesGrp/EOYAmt085078615
IRS990/OtherSalariesAndWagesGrp/TotalAmt01163560
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt061887340
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt065359923
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0103494
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd01
IRS990/PrincipalOfficerNm0AMY NELSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE CHARGES & FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER NONINTEREST INC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03029455
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11047063
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt290963
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03029455
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11054142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2117097
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt07079
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt126134
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt013254
IRS990/PYInvestmentIncomeAmt0260513
IRS990/PYOtherExpensesAmt02288860
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04220179
IRS990/PYRevenuesLessExpensesAmt0521304
IRS990/PYSalariesCompEmpBnftPaidAmt01657274
IRS990/PYTotalExpensesAmt03959388
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04480692
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0616481
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0616481
IRS990/ReconcilationRevenueExpnssAmt0259010
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06297633
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06600128
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07459075
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06955741
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/InternalFundsContributedAmt02500
IRS990ScheduleC/PoliticalExpendituresAmt02500
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt00
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0800043051
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0Credit Union Legislative Action Fund
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt02500
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt013221 SW 68th Pkwy Suite 400
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0Tigard
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd097223
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The Credit Union's only political activity is contributions to the credit union legislative action fund.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt02500
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01221924
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0744134
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01966058
IRS990ScheduleD/EquipmentGrp/BookValueAmt015246
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0610678
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0625924
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04274034
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01865074
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01865074
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt044161
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt018375
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt062536
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0169407
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01707194
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01876601
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt085078615
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARE AND SAVINGS ACCOUNTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04533044
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 (ASC 740) Uncertain Tax Positions FOOTNOTE - THE CREDIT UNION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2015 AND 2014. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE RECOGNIZED BY THE CREDIT UNION AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2015 AND 2014, THE CREDIT UNION RECOGNIZED NO INTEREST AND PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03315812
IRS990ScheduleD/TotalExpensesPerForm990Amt04274034
IRS990ScheduleD/TotalLiabilityAmt085078615
IRS990ScheduleD/TotalRevenuePerForm990Amt04533044
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04533044
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04274034
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0160765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Amy Nelson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO, TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0171895
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO HAS A COLLATERAL ASSIGNED SPLIT DOLLAR ARRANGEMENT. NO ADDITIONAL PAYMENTS, DISBURSEMENTS, PURCHASES OR LOANS WERE MADE IN 2015. THE LIFE INSURANCE WAS PURCHASED IN 2012.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 4b
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0616481
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO FUND A SPLIT-DOLLAR LIFE INSURANCE POLICY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0616481
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0AMY NELSON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0CEO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0616481
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HAS ONE CLASS OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION MEMBERSHIP ELECTS THE BOARD OF DIRECTORS FROM AMONG THE CREDIT UNION MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DECISION TO MERGE WITH ANOTHER ENTITY IS RESERVED FOR THE CREDIT UNION'S MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CEO AND VP OF FINANCE & ADMINISTRATION PERFORM A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE FILING, INCLUDING ANALYSIS OF INCOME AND EXPENSE SOURCE AND USE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RESEARCHES COMPARABLE JOB DUTIES AND SIMILARLY SITUATED FINANCIAL INSTITUTIONS. COMPENSATION DATA IS COLLECTED FROM INDUSTRY SURVEYS, USUALLY PERFORMED BY CUNA OR MILLIMAN. THE CEO'S PERFORMANCE IS EVALUATED AND CONSIDERED WITH THE COMPENSATION RESEARCH. THE EXECUTIVE COMMITTEE DECIDES ON CHANGES TO THE CEO'S COMPENSATION IN AN EXECUTIVE SESSION. PRIOR TO 12/31/2015 THE LAST TIME THE EXECUTIVE COMMITTEE MET TO DECIDE CEO COMPENSATION WAS 12/16/2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CREDIT UNION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Additionally, financial statements are posted in the lobby of each branch.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt093966059
IRS990/TotalAssetsEOYAmt092717647
IRS990/TotalAssetsGrp/BOYAmt093966059
IRS990/TotalAssetsGrp/EOYAmt092717647
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt032
IRS990/TotalFunctionalExpensesGrp/TotalAmt04274034
IRS990/TotalGrossUBIAmt033213
IRS990/TotalLiabilitiesBOYAmt087668426
IRS990/TotalLiabilitiesEOYAmt086117519
IRS990/TotalLiabilitiesGrp/BOYAmt087668426
IRS990/TotalLiabilitiesGrp/EOYAmt086117519
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06297633
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06600128
IRS990/TotalOtherCompensationAmt011422
IRS990/TotalProgramServiceRevenueAmt04200694
IRS990/TotalReportableCompFromOrgAmt0249388
IRS990/TotalRevenueGrp/ExclusionAmt0215219
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04284612
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04533044

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,717,647
Liabilities
$86,117,519
Net assets
$6,600,128
Revenue
$4,533,044
Expenses
$4,274,034
Net income
$259,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$110$98.7$11.7$7.78$6.93$0.84
2023Detailed filing. Detailed filing data is available for this year.$110$99.1$10.9$6.33$5.89$0.44
2022Detailed filing. Detailed filing data is available for this year.$108$97.5$10.4$5.97$4.94$1.03
2021Detailed filing. Detailed filing data is available for this year.$112$102$9.41$5.03$4.60$0.43
2020Detailed filing. Detailed filing data is available for this year.$105$96.1$8.98$5.05$4.33$0.72
2019Detailed filing. Detailed filing data is available for this year.$93.2$84.9$8.28$5.55$4.75$0.80
2018Detailed filing. Detailed filing data is available for this year.$98.0$90.5$7.48$5.73$6.71$0.98
2017Detailed filing. Detailed filing data is available for this year.$102$93.7$8.47$5.33$6.08$0.76
2016Detailed filing. Detailed filing data is available for this year.$98.9$89.6$9.28$7.03$4.39$2.63
2015Detailed filing. Detailed filing data is available for this year.$92.7$86.1$6.60$4.53$4.27$0.26
2014Detailed filing. Detailed filing data is available for this year.$94.0$87.7$6.30$4.48$3.96$0.52
2013Detailed filing. Detailed filing data is available for this year.$90.7$85.2$5.47$4.55$4.14$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.3$80.9$5.45$4.28
2011Summary only. Only limited summary data is available for this year.$84.3$79.4$4.88$5.56$4.44$1.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.9$79.2$3.76$6.43