Civic Intelligence

Point West Credit Union

990 • Fiscal year 2019 • EIN 93-0232289

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

87th percentile

0.91x

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

2019 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

15.31x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2019

Net Margin

61st percentile

14%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$184,645

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2019

Asset Growth

3rd percentile

-4.9%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-3.2%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$93,191,819

Down $4,760,618 (-4.9%) from 2018

Net Assets

Up

$8,277,899

Up $795,036 (+11%) from 2018

Liabilities

Down

$84,913,920

Down $5,555,654 (-6.1%) from 2018

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin61st percentile

Revenue

Down

$5,546,781

Down $184,141 (-3.2%) from 2018

Expenses

Down

$4,748,598

Down $1,961,585 (-29%) from 2018

Net Income

Up

$798,183

Up $1,777,444 (+182%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2019

Assets$93,191,819
Liabilities$84,913,920
Net Assets$8,277,899
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$5,546,781
Expenses$4,748,598
Net Income$798,183
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$5,546,781
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$82,212,357$68,758,484▼ $13,453,873
Cash and Non-Interest-Bearing Accounts$4,519,619$16,219,071▲ $11,699,452
Rtn Earn Endowment Incm Other Fnds$7,482,863$8,277,899▲ $795,036
Land, Buildings, and Equipment, Net$2,946,489$2,738,261▼ $208,228
Savings and Temporary Cash Investments$5,010,459$2,719,839▼ $2,290,620
Receivables From Officers Etc$616,481$616,481→ $0
Investments in Publicly Traded Securities$709,686$571,023▼ $138,663
Investments Other Securities$351,129$345,829▼ $5,300
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$97,952,437$93,191,819▼ $4,760,618
Other Assets Total$1,586,217$1,222,831▼ $363,386
Liabilities
Other Liabilities$88,402,091$83,096,034▼ $5,306,057
Accounts Payable and Accrued Expenses$1,067,483$1,017,886▼ $49,597
Mortgage Notes Payable Secured by Investment Property$1,000,000$800,000▼ $200,000
Total Liabilities$90,469,574$84,913,920▼ $5,555,654
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,482,863$8,277,899▲ $795,036
Total Liabilities and Net Assets / Fund Balance$97,952,437$93,191,819▼ $4,760,618

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,104,485$118,575$2,223,060
Other Land Buildings$97,935$2,013,547$2,111,482
Equipment$119,042$729,106$848,148
Leasehold Improvements$416,799$156,361$573,160
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy NelsonCEO, TreasurerFT$164,694$19,951$184,645
Steve PagenstecherCOOFT$109,720$2,076$111,796
Sarah FergasonCFOFT$98,235$9,040$107,275

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservCore Information ProcessorPO BOX 99924, Grapevine, TX 76099$178,712
FisCard Payment ServicesPO BOX 4535, Carol Stream, IL 60197-4535$177,505
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,233,105
Investment Income
$313,676
Other Revenue
$0
Change in Net Assets
$798,183

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,378,779
Revenue Not Reported on Financial Statements
$168,002
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$168,002
Total Revenue per Audited Statements
$5,378,779
Total Revenue per Form 990
$5,546,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,943,257
Salaries, Compensation, and Employee Benefits$1,796,241
Grants and Similar Amounts Paid$9,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,123,128
Current Officers, Directors, Trustees, and Key Employees---$403,713
Interest---$398,627
Fees for Services Other---$380,036
Occupancy---$214,179
Office Expenses---$170,681
Depreciation Depletion---$148,841
Other Employee Benefits---$140,751
Payroll Taxes---$109,424
Advertising---$80,671
Fees for Services Accounting---$57,266
All Other Expenses---$56,325
Information Technology---$54,347
Insurance---$48,244
Other Expenses---$35,404
Conferences and Meetings---$27,936
Pension Plan Contributions---$19,225
Grants to Domestic Orgs---$9,100
Fees for Services Legal---$5,500
Total Functional Expenses$0$0$0$4,748,598

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,748,598
Expenses per Audited Statements$4,580,596
Total Expenses per Audited Statements$4,580,596
Expenses Not Reported on Financial Statements$168,002
Other Expense Adjustments$168,002
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
No
Subject to proxy tax
No
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$83,096,034
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 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
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 cfo 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 12/31/2019, the last time the executive committee met to decide ceo compensation was june 2019.”

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
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Fergason
Formed
1933
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
26
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, 2019 and 2018. Interest and penalties related to unrecognized tax benefits are recognized by the credit union as an administrative expense. During the years ended december 31, 2019 and 2018, the credit union paid no interest and penalties.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Asc 606 contra-revenue 168,002.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Asc 606 contra-revenue 168,002.”

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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt014768
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticOrgsGrp/TotalAmt09100
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt014768
IRS990/GrossReceiptsAmt05546781
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt054347
IRS990/InsuranceGrp/TotalAmt048244
IRS990/InterestGrp/TotalAmt0398627
IRS990/InvestmentIncomeGrp/ExclusionAmt0298908
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0298908
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0351129
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0345829
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0709686
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0571023
IRS990/IRPDocumentCnt06085
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03017589
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02946489
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02738261
IRS990/LandBldgEquipCostOrOtherBssAmt05755850
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/EOYAmt0800000
IRS990/NetAssetsOrFundBalancesBOYAmt07482863
IRS990/NetAssetsOrFundBalancesEOYAmt08277899
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014768
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014768
IRS990/NetUnrelatedBusTxblIncmAmt0-6896
IRS990/NetUnrlzdGainsLossesInvstAmt0-3147
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0214179
IRS990/OfficeExpensesGrp/TotalAmt0170681
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01586217
IRS990/OtherAssetsTotalGrp/EOYAmt01222831
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140751
IRS990/OtherExpensesGrp/Desc0MEMBER PRODUCT
IRS990/OtherExpensesGrp/Desc1LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/TotalAmt0866273
IRS990/OtherExpensesGrp/TotalAmt1294115
IRS990/OtherExpensesGrp/TotalAmt2104812
IRS990/OtherExpensesGrp/TotalAmt335404
IRS990/OtherLiabilitiesGrp/BOYAmt088402091
IRS990/OtherLiabilitiesGrp/EOYAmt083096034
IRS990/OtherSalariesAndWagesGrp/TotalAmt01123128
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt082212357
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt068758484
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0109424
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt019225
IRS990/PoliticalCampaignActyInd00
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/RelatedOrExemptFuncIncomeAmt03947854
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11155452
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2124161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03947854
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11158572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2126679
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt03120
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt12518
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt07000
IRS990/PYInvestmentIncomeAmt0225091
IRS990/PYOtherExpensesAmt04632377
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05505831
IRS990/PYRevenuesLessExpensesAmt0-979261
IRS990/PYSalariesCompEmpBnftPaidAmt02070806
IRS990/PYTotalExpensesAmt06710183
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05730922
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0616481
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0616481
IRS990/ReconcilationRevenueExpnssAmt0798183
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07482863
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08277899
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05010459
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02719839
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02104485
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0118575
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02223060
IRS990ScheduleD/EquipmentGrp/BookValueAmt0119042
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0729106
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0848148
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0168002
IRS990ScheduleD/ExpensesSubtotalAmt04580596
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0416799
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0156361
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0573160
IRS990ScheduleD/OtherExpensesNotIncludedAmt0168002
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt097935
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02013547
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02111482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt083096034
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARE AND SAVINGS ACCOUNTS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0168002
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0168002
IRS990ScheduleD/RevenueSubtotalAmt05378779
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FOOTNOTE - THE CREDIT UNION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2019 AND 2018. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE RECOGNIZED BY THE CREDIT UNION AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2019 AND 2018, THE CREDIT UNION PAID NO INTEREST AND PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASC 606 CONTRA-REVENUE 168,002.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ASC 606 CONTRA-REVENUE 168,002.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02738261
IRS990ScheduleD/TotalExpensesPerForm990Amt04748598
IRS990ScheduleD/TotalLiabilityAmt083096034
IRS990ScheduleD/TotalRevenuePerForm990Amt05546781
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05378779
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04580596
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0164694
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount06675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt03248
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/TotalCompensationFilingOrgAmt0184645
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 CFO 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 12/31/2019, THE LAST TIME THE EXECUTIVE COMMITTEE MET TO DECIDE CEO COMPENSATION WAS JUNE 2019.
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
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,191,819
Liabilities
$84,913,920
Net assets
$8,277,899
Revenue
$5,546,781
Expenses
$4,748,598
Net income
$798,183
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