Civic Intelligence

Point West Credit Union

990 • Fiscal year 2018 • EIN 93-0232289

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization ProfileWWW.POINTWESTCU.COM

View Organization Page

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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

97th percentile

0.92x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

15.79x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Net Margin

4th percentile

-17%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$173,871

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2018

Asset Growth

8th percentile

-4.2%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

7.6%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$97,952,437

Down $4,259,759 (-4.2%) from 2017

Net Assets

Down

$7,482,863

Down $984,676 (-12%) from 2017

Liabilities

Down

$90,469,574

Down $3,275,083 (-3.5%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin4th percentile

Revenue

Up

$5,730,922

Up $403,528 (+7.6%) from 2017

Expenses

Up

$6,710,183

Up $626,005 (+10%) from 2017

Net Income

Down

-$979,261

Down $222,477 (-29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2018

Assets$97,952,437
Liabilities$90,469,574
Net Assets$7,482,863
Open 2018 Filing

Operations Trend

Revenue Growth40th 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

2018

Revenue$5,730,922
Expenses$6,710,183
Net Income-$979,261
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$5,730,922
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$83,782,413$82,212,357▼ $1,570,056
Rtn Earn Endowment Incm Other Fnds$8,467,539$7,482,863▼ $984,676
Savings and Temporary Cash Investments$7,720,072$5,010,459▼ $2,709,613
Cash and Non-Interest-Bearing Accounts$3,964,964$4,519,619▲ $554,655
Land, Buildings, and Equipment, Net$3,135,543$2,946,489▼ $189,054
Investments in Publicly Traded Securities$1,088,860$709,686▼ $379,174
Receivables From Officers Etc$616,481$616,481→ $0
Investments Other Securities$347,429$351,129▲ $3,700
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$102,212,196$97,952,437▼ $4,259,759
Other Assets Total$1,556,434$1,586,217▲ $29,783
Liabilities
Other Liabilities$91,450,044$88,402,091▼ $3,047,953
Accounts Payable and Accrued Expenses$1,294,613$1,067,483▼ $227,130
Mortgage Notes Payable Secured by Investment Property$1,000,000$1,000,000→ $0
Total Liabilities$93,744,657$90,469,574▼ $3,275,083
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,467,539$7,482,863▼ $984,676
Total Liabilities and Net Assets / Fund Balance$102,212,196$97,952,437▼ $4,259,759

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,155,422$67,638$2,223,060
Other Land Buildings$155,544$1,953,949$2,109,493
Equipment$161,887$684,620$846,507
Leasehold Improvements$473,636$99,524$573,160
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy NelsonCEO, TreasurerFT$160,680$13,191$173,871
Sarah FergasonCFOFT$92,560$8,769$101,329

Board Members and Trustees

NameTitle
Susan BrownChair, Board Member
Peri TharpVice Chair, Board Member
Graham EichmanBoard Member
Josh KirbyBoard Member
Mark OliverBoard Member
Roberto FloresBoard Member
Anna MarSecretary, Board Member

Highest Paid Contractors

ContractorServicesLocationCompensation
FisCard Payment ServicesPO BOX 4535, Carol Stream, IL 60197-4535$177,505
FiservCore Information ProcessorPO BOX 99924, Grapevine, TX 76099$174,678
Visa USA INCCard Payment ServicesPO BOX 742233, Los Angeles, CA 90074-2233$146,946
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,505,831
Investment Income
$225,091
Other Revenue
$0
Change in Net Assets
$-979,261

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,730,922
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,730,922
Total Revenue per Form 990
$5,730,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,632,377
Salaries, Compensation, and Employee Benefits$2,070,806
Grants and Similar Amounts Paid$7,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,449,326
Fees for Services Other---$410,441
Interest---$356,868
Current Officers, Directors, Trustees, and Key Employees---$275,201
Office Expenses---$229,897
Occupancy---$210,813
Other Employee Benefits---$185,059
Depreciation Depletion---$170,011
Payroll Taxes---$130,562
Advertising---$88,623
Conferences and Meetings---$79,139
All Other Expenses---$61,122
Fees for Services Accounting---$53,280
Other Expenses---$42,391
Insurance---$38,578
Information Technology---$32,191
Pension Plan Contributions---$30,658
Fees for Services Legal---$14,624
Grants to Domestic Orgs---$7,000
Total Functional Expenses$0$0$0$6,710,183

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,710,183
Total Expenses per Audited Statements$6,710,183
Total Expenses per Form 990$6,710,183
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$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$88,402,091
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 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 the executive session. Prior to 12/31/2018, the last time the executive committee met to decide ceo compensation was 6/18/2018.”

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
CFO
Phone
5035465000
Signed
2019-11-13
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
27
Volunteers
10

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, 2018 and 2017. Interest and penalties related to unrecognized tax benefits are recognized by the credit union as an administrative expense. During the years ended december 31, 2018 and 2017, the credit union paid no interest and penalties.”

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IRS990/InvestmentIncomeGrp/ExclusionAmt0204876
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0204876
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0347429
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0351129
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01088860
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0709686
IRS990/IRPDocumentCnt01950
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02805731
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03135543
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02946489
IRS990/LandBldgEquipCostOrOtherBssAmt05752220
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/BOYAmt01000000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01000000
IRS990/NetAssetsOrFundBalancesBOYAmt08467539
IRS990/NetAssetsOrFundBalancesEOYAmt07482863
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020215
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020215
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5410
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0210813
IRS990/OfficeExpensesGrp/TotalAmt0229897
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01556434
IRS990/OtherAssetsTotalGrp/EOYAmt01586217
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0185059
IRS990/OtherExpensesGrp/Desc0LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc1MEMBER PRODUCT
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/TotalAmt01771906
IRS990/OtherExpensesGrp/TotalAmt1911673
IRS990/OtherExpensesGrp/TotalAmt2160820
IRS990/OtherExpensesGrp/TotalAmt342391
IRS990/OtherLiabilitiesGrp/BOYAmt091450044
IRS990/OtherLiabilitiesGrp/EOYAmt088402091
IRS990/OtherSalariesAndWagesGrp/TotalAmt01449326
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt083782413
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt082212357
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0130562
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt030658
IRS990/PoliticalCampaignActyInd01
IRS990/PrincipalOfficerNm0SARAH FERGASON
IRS990/PriorPeriodAdjustmentsAmt0-5
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/RelatedOrExemptFuncIncomeAmt04155266
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11177538
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2159984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04155266
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11186606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2163959
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt09068
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt13975
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt023250
IRS990/PYInvestmentIncomeAmt0244466
IRS990/PYOtherExpensesAmt04069460
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05082928
IRS990/PYRevenuesLessExpensesAmt0-756784
IRS990/PYSalariesCompEmpBnftPaidAmt01991468
IRS990/PYTotalExpensesAmt06084178
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05327394
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0616481
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0616481
IRS990/ReconcilationRevenueExpnssAmt0-979261
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08467539
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07482863
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07720072
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05010459
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/BookValueAmt02155422
IRS990ScheduleD/BuildingsGrp/DepreciationAmt067638
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02223060
IRS990ScheduleD/EquipmentGrp/BookValueAmt0161887
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0684620
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0846507
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06710183
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0473636
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt099524
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0573160
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0155544
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01953949
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02109493
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt088402091
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARE AND SAVINGS ACCOUNTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05730922
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FOOTNOTE - THE CREDIT UNION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2018 AND 2017. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE RECOGNIZED BY THE CREDIT UNION AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2018 AND 2017, THE CREDIT UNION PAID NO INTEREST AND PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02946489
IRS990ScheduleD/TotalExpensesPerForm990Amt06710183
IRS990ScheduleD/TotalLiabilityAmt088402091
IRS990ScheduleD/TotalRevenuePerForm990Amt05730922
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05730922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06710183
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT ADVOCACY FOR LOW-INCOME COMMUNITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0METROPOLITAN FAMILY SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0930397825
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01808 SE BELMONT ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097214
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0160680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt03163
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0AMY NELSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO, TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0173871
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.
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 CONFLICT OF INTEREST DISCLOSURE IS DISSEMINATED ANNUALLY AT A MINIMUM BY THE EXECUTIVE ASSISTANT; AND AUDITED BY EXTERNAL EXAMINERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 THE EXECUTIVE SESSION. PRIOR TO 12/31/2018, THE LAST TIME THE EXECUTIVE COMMITTEE MET TO DECIDE CEO COMPENSATION WAS 6/18/2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,952,437
Liabilities
$90,469,574
Net assets
$7,482,863
Revenue
$5,730,922
Expenses
$6,710,183
Net income
-$979,261
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