Civic Intelligence

Point West Credit Union

990 • Fiscal year 2017 • EIN 93-0232289

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileWWW.POINTWESTCU.COM

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5257 NE Mlk Jr Blvd Suite 301Portland, OR 97211

(503) 546-5000

Siviq Scores

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

Liabilities / Assets

87th percentile

0.92x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

17.60x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2017

Net Margin

1st percentile

-14%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$179,455

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2017

Asset Growth

44th percentile

3.4%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-24%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$102,212,196

Up $3,327,301 (+3.4%) from 2016

Net Assets

Down

$8,467,539

Down $810,840 (-8.7%) from 2016

Liabilities

Up

$93,744,657

Up $4,138,141 (+4.6%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin1st percentile

Revenue

Down

$5,327,394

Down $1,701,210 (-24%) from 2016

Expenses

Up

$6,084,178

Up $1,689,850 (+38%) from 2016

Net Income

Down

-$756,784

Down $3,391,060 (-129%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2017

Assets$102,212,196
Liabilities$93,744,657
Net Assets$8,467,539
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$5,327,394
Expenses$6,084,178
Net Income-$756,784
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$5,327,394
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$80,077,819$83,782,413▲ $3,704,594
Rtn Earn Endowment Incm Other Fnds$9,278,379$8,467,539▼ $810,840
Savings and Temporary Cash Investments$10,191,684$7,720,072▼ $2,471,612
Cash and Non-Interest-Bearing Accounts$4,240,551$3,964,964▼ $275,587
Land, Buildings, and Equipment, Net$469,577$3,135,543▲ $2,665,966
Investments in Publicly Traded Securities$1,644,013$1,088,860▼ $555,153
Receivables From Officers Etc$616,481$616,481→ $0
Investments Other Securities$339,229$347,429▲ $8,200
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$98,884,895$102,212,196▲ $3,327,301
Other Assets Total$1,305,541$1,556,434▲ $250,893
Liabilities
Other Liabilities$88,462,469$91,450,044▲ $2,987,575
Accounts Payable and Accrued Expenses$894,047$1,294,613▲ $400,566
Mortgage Notes Payable Secured by Investment Property$250,000$1,000,000▲ $750,000
Total Liabilities$89,606,516$93,744,657▲ $4,138,141
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,278,379$8,467,539▼ $810,840
Total Liabilities and Net Assets / Fund Balance$98,884,895$102,212,196▲ $3,327,301

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,177,002$16,757$2,193,759
Other Land Buildings$223,150$1,873,525$2,096,675
Equipment$204,919$639,733$844,652
Leasehold Improvements$530,472$42,688$573,160
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy NelsonCEO, TreasurerFT$165,482$13,973$179,455
Brian GriffisFormer VP Finance & AdministrationFT$83,809-$83,809
Sarah FergasonVP Finance & AdministrationFT$8,907-$8,907

Board Members and Trustees

NameTitle
Susan BrownChair
George HagerVice Chair
Graham EichmanBoard Member
Josh KirbyBoard Member
Mark OliverBoard Member
Peri TharpBoard Member
Karen SchillingSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Visa USA INCCard Payment ServicesPO BOX 742233, Los Angeles, CA 90074-2233$197,204
FiservCore Information ProcessorPO BOX 99924, Grapevine, TX 76099$170,266
FisCard Payment ServicesPO BOX 4535, Carol Stream, IL 60197-4535$150,011
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,082,928
Investment Income
$244,466
Other Revenue
$0
Change in Net Assets
$-756,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,327,394
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,327,394
Total Revenue per Form 990
$5,327,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,069,460
Salaries, Compensation, and Employee Benefits$1,991,468
Grants and Similar Amounts Paid$23,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,385,929
Fees for Services Other---$520,452
Interest---$273,342
Current Officers, Directors, Trustees, and Key Employees---$272,171
Occupancy---$268,948
Office Expenses---$212,111
Other Employee Benefits---$181,990
Advertising---$143,865
Payroll Taxes---$131,769
Depreciation Depletion---$118,090
Conferences and Meetings---$101,329
All Other Expenses---$64,125
Insurance---$56,479
Fees for Services Accounting---$45,585
Information Technology---$43,263
Other Expenses---$38,565
Grants to Domestic Orgs---$23,250
Pension Plan Contributions---$19,609
Fees for Services Legal---$12,336
Total Functional Expenses$0$0$0$6,084,178

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,084,178
Total Expenses per Audited Statements$6,084,178
Total Expenses per Form 990$6,084,178
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Metropolitan Family ServicesPortland, OR501(c)(3)To Support Advocacy for Low-income Communities$6,250
Innovation Law LabPortland, OR501(c)(3)To Support Immigration Activism$5,000
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$91,450,044
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 11B

“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 12C

“The conflict of interest disclosure is disseminated annually at a minimum by the executive assistant; and audited by the internal auditor and external examiners.”

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 12/31/2017 the last time the executive committee met to decide ceo compensation was 6/21/2016.”

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
5257 NE MLK JR BLVD SUITE 301, PORTLAND, OR 97211

Signing Officer

Name
Sarah Fergason
Title
VP Finance & Administration
Phone
5035465000
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Fergason
Formed
1933
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
35
Volunteers
9

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1200, PORTLAND, OR 97205
Preparer
Wendy Campos
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, 2017 and 2016. Interest and penalties related to unrecognized tax benefits are recognized by the credit union as an administrative expense. During the years ended december 31, 2017 and 2016, the credit union recognized no interest and penalties.”

Raw XML AppendixShowing 400 of 491 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/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt016087
IRS990/GrossReceiptsAmt05327394
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt043263
IRS990/InsuranceGrp/TotalAmt056479
IRS990/InterestGrp/TotalAmt0273342
IRS990/InvestmentIncomeGrp/ExclusionAmt0228379
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0228379
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0339229
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0347429
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01644013
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01088860
IRS990/IRPDocumentCnt01718
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02572703
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0469577
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03135543
IRS990/LandBldgEquipCostOrOtherBssAmt05708246
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0250000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01000000
IRS990/NetAssetsOrFundBalancesBOYAmt09278379
IRS990/NetAssetsOrFundBalancesEOYAmt08467539
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016087
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016087
IRS990/NetUnrelatedBusTxblIncmAmt0-21315
IRS990/NetUnrlzdGainsLossesInvstAmt0-54056
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0268948
IRS990/OfficeExpensesGrp/TotalAmt0212111
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01305541
IRS990/OtherAssetsTotalGrp/EOYAmt01556434
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0181990
IRS990/OtherExpensesGrp/Desc0LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc1MEMBER PRODUCT
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/TotalAmt01064109
IRS990/OtherExpensesGrp/TotalAmt1917389
IRS990/OtherExpensesGrp/TotalAmt2189472
IRS990/OtherExpensesGrp/TotalAmt338565
IRS990/OtherLiabilitiesGrp/BOYAmt088462469
IRS990/OtherLiabilitiesGrp/EOYAmt091450044
IRS990/OtherSalariesAndWagesGrp/TotalAmt01385929
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt080077819
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt083782413
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0131769
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt019609
IRS990/PoliticalCampaignActyInd01
IRS990/PrincipalOfficerNm0SARAH FERGASON
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/RelatedOrExemptFuncIncomeAmt03645885
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11323197
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt299564
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03645885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11331707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2105336
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt08510
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt15772
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt011300
IRS990/PYInvestmentIncomeAmt02502174
IRS990/PYOtherExpensesAmt02644663
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04526430
IRS990/PYRevenuesLessExpensesAmt02634276
IRS990/PYSalariesCompEmpBnftPaidAmt01738365
IRS990/PYTotalExpensesAmt04394328
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07028604
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0616481
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0616481
IRS990/ReconcilationRevenueExpnssAmt0-756784
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09278379
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08467539
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010191684
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07720072
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/BookValueAmt02177002
IRS990ScheduleD/BuildingsGrp/DepreciationAmt016757
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02193759
IRS990ScheduleD/EquipmentGrp/BookValueAmt0204919
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0639733
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0844652
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06084178
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0530472
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt042688
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0573160
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0223150
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01873525
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02096675
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt091450044
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARE AND SAVINGS ACCOUNTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05327394
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FOOTNOTE - THE CREDIT UNION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2017 AND 2016. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE RECOGNIZED BY THE CREDIT UNION AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2017 AND 2016, THE CREDIT UNION RECOGNIZED NO INTEREST AND PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03135543
IRS990ScheduleD/TotalExpensesPerForm990Amt06084178
IRS990ScheduleD/TotalLiabilityAmt091450044
IRS990ScheduleD/TotalRevenuePerForm990Amt05327394
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05327394
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06084178
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt16250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT IMMIGRATION ACTIVISM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT ADVOCACY FOR LOW-INCOME COMMUNITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0INNOVATION LAW LAB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1METROPOLITAN FAMILY SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0471012852
IRS990ScheduleI/RecipientTable/RecipientEIN1930397825
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 40103
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11808 SE BELMONT ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097240
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197214
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0165482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount04500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09473
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0AMY NELSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO, TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0179455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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.

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,212,196
Liabilities
$93,744,657
Net assets
$8,467,539
Revenue
$5,327,394
Expenses
$6,084,178
Net income
-$756,784
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