Civic Intelligence

Point West Credit Union

990 • Fiscal year 2020 • EIN 93-0232289

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

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

78th percentile

0.91x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

19.04x

Higher debt load relative to revenue than 42% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2020

Net Margin

65th percentile

14%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$183,641

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2020

Asset Growth

24th percentile

13%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-9.0%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$105,048,611

Up $11,856,792 (+13%) from 2019

Net Assets

Up

$8,979,590

Up $701,691 (+8.5%) from 2019

Liabilities

Up

$96,069,021

Up $11,155,101 (+13%) from 2019

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin65th percentile

Revenue

Down

$5,045,652

Down $501,129 (-9.0%) from 2019

Expenses

Down

$4,329,793

Down $418,805 (-8.8%) from 2019

Net Income

Down

$715,859

Down $82,324 (-10%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$105,048,611
Liabilities$96,069,021
Net Assets$8,979,590
Open 2020 Filing

Operations Trend

Revenue Growth20th 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

2020

Revenue$5,045,652
Expenses$4,329,793
Net Income$715,859
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$5,045,652
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$68,758,484$57,209,262▼ $11,549,222
Cash and Non-Interest-Bearing Accounts$16,219,071$38,370,253▲ $22,151,182
Rtn Earn Endowment Incm Other Fnds$8,277,899$8,979,590▲ $701,691
Savings and Temporary Cash Investments$2,719,839$3,786,000▲ $1,066,161
Land, Buildings, and Equipment, Net$2,738,261$2,555,652▼ $182,609
Investments Other Securities$345,829$668,801▲ $322,972
Receivables From Officers Etc$616,481$616,481→ $0
Investments in Publicly Traded Securities$571,023$423,416▼ $147,607
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$93,191,819$105,048,611▲ $11,856,792
Other Assets Total$1,222,831$1,418,746▲ $195,915
Liabilities
Other Liabilities$83,096,034$94,551,564▲ $11,455,530
Accounts Payable and Accrued Expenses$1,017,886$917,457▼ $100,429
Mortgage Notes Payable Secured by Investment Property$800,000$600,000▼ $200,000
Total Liabilities$84,913,920$96,069,021▲ $11,155,101
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,277,899$8,979,590▲ $701,691
Total Liabilities and Net Assets / Fund Balance$93,191,819$105,048,611▲ $11,856,792

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,053,548$169,512$2,223,060
Other Land Buildings$66,328$2,046,642$2,112,970
Equipment$75,813$772,335$848,148
Leasehold Improvements$359,963$213,197$573,160
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy NelsonChief Executive Officer, TreasurerFT$170,500$13,141$183,641
Steve PagenstecherChief Operating OfficerFT$115,827$9,004$124,831
Sarah FergasonChief Financial OfficerFT$103,300$9,342$112,642

Board Members and Trustees

NameTitle
Susan BrownChair, Board Member
Marisa DanleyVice Chair, Board Member
Carlos GarciaBoard Member
Ed GuzmanBoard Member
Mark OliverBoard Member
Roberto FloresBoard Member
Peter HandSecretary, Board Member

Highest Paid Contractors

ContractorServicesLocationCompensation
FisCard Payment ServicesPO BOX 4535, Carol Stream, IL 60197-4535$170,724
FiservCore Information ProcessorPO BOX 99924, Grapevine, TX 76099$152,339
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,887,274
Investment Income
$158,378
Other Revenue
$0
Change in Net Assets
$715,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,954,490
Revenue Not Reported on Financial Statements
$91,162
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$91,162
Total Revenue per Audited Statements
$4,954,490
Total Revenue per Form 990
$5,045,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,561,481
Salaries, Compensation, and Employee Benefits$1,764,312
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,085,094
Fees for Services Other---$459,178
Current Officers, Directors, Trustees, and Key Employees---$421,115
Interest---$344,317
Occupancy---$216,660
Advertising---$134,401
Other Employee Benefits---$129,381
Depreciation Depletion---$122,111
Payroll Taxes---$110,473
Office Expenses---$99,229
Information Technology---$60,295
All Other Expenses---$55,708
Conferences and Meetings---$51,753
Other Expenses---$37,566
Insurance---$36,629
Fees for Services Accounting---$31,391
Pension Plan Contributions---$18,249
Fees for Services Legal---$7,772
Grants to Domestic Orgs---$4,000
Total Functional Expenses$0$0$0$4,329,793

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,329,793
Expenses per Audited Statements$4,238,631
Total Expenses per Audited Statements$4,238,631
Expenses Not Reported on Financial Statements$91,162
Other Expense Adjustments$91,162
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$2,000
Total Exempt Function Spending$2,000
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
80-0043051Tigard, OR$2,000
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$94,551,564
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 12/31/2020, the last time the executive committee met to decide ceo compensation was june 2020.”

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
2021-11-13
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
25
Volunteers
11

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1200, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees 459,178.”

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, 2020 and 2019. Interest and penalties related to unrecognized tax benefits are recognized by the credit union as an administrative expense. During the years ended december 31, 2020 and 2019, the credit union paid no interest and penalties.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Asc 606 contra-revenue 91,162.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Asc 606 contra-revenue 91,162.”

Raw XML AppendixShowing 400 of 472 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/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt060295
IRS990/InsuranceGrp/TotalAmt036629
IRS990/InterestGrp/TotalAmt0344317
IRS990/InvestmentIncomeGrp/ExclusionAmt0138988
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0138988
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0345829
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0668801
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0571023
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0423416
IRS990/IRPDocumentCnt02175
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03201686
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02738261
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02555652
IRS990/LandBldgEquipCostOrOtherBssAmt05757338
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/BOYAmt0800000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0600000
IRS990/NetAssetsOrFundBalancesBOYAmt08277899
IRS990/NetAssetsOrFundBalancesEOYAmt08979590
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt019390
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019390
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-14168
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0216660
IRS990/OfficeExpensesGrp/TotalAmt099229
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01222831
IRS990/OtherAssetsTotalGrp/EOYAmt01418746
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0129381
IRS990/OtherExpensesGrp/Desc0MEMBER PRODUCT
IRS990/OtherExpensesGrp/Desc1LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/TotalAmt0724846
IRS990/OtherExpensesGrp/TotalAmt1101305
IRS990/OtherExpensesGrp/TotalAmt278320
IRS990/OtherExpensesGrp/TotalAmt337566
IRS990/OtherLiabilitiesGrp/BOYAmt083096034
IRS990/OtherLiabilitiesGrp/EOYAmt094551564
IRS990/OtherSalariesAndWagesGrp/TotalAmt01085094
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt068758484
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt057209262
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0110473
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt018249
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/RelatedOrExemptFuncIncomeAmt03303047
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1980228
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2597531
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03303047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1982828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2601399
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02600
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt13868
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt09100
IRS990/PYInvestmentIncomeAmt0313676
IRS990/PYOtherExpensesAmt02943257
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05233105
IRS990/PYRevenuesLessExpensesAmt0798183
IRS990/PYSalariesCompEmpBnftPaidAmt01796241
IRS990/PYTotalExpensesAmt04748598
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05546781
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0616481
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0616481
IRS990/ReconcilationRevenueExpnssAmt0715859
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08277899
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08979590
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02719839
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03786000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/InternalFundsContributedAmt02000
IRS990ScheduleC/PoliticalExpendituresAmt02000
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt00
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0800043051
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CREDIT UNION LEGISLATIVE ACTION FUND
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt02000
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/TotalExemptFunctionExpendAmt02000
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02053548
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0169512
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02223060
IRS990ScheduleD/EquipmentGrp/BookValueAmt075813
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0772335
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0848148
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt091162
IRS990ScheduleD/ExpensesSubtotalAmt04238631
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0359963
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0213197
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0573160
IRS990ScheduleD/OtherExpensesNotIncludedAmt091162
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt066328
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02046642
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02112970
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt094551564
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARE AND SAVINGS ACCOUNTS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt091162
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt091162
IRS990ScheduleD/RevenueSubtotalAmt04954490
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FOOTNOTE - THE CREDIT UNION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2020 AND 2019. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE RECOGNIZED BY THE CREDIT UNION AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2020 AND 2019, THE CREDIT UNION PAID NO INTEREST AND PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASC 606 CONTRA-REVENUE 91,162.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ASC 606 CONTRA-REVENUE 91,162.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02555652
IRS990ScheduleD/TotalExpensesPerForm990Amt04329793
IRS990ScheduleD/TotalLiabilityAmt094551564
IRS990ScheduleD/TotalRevenuePerForm990Amt05045652
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04954490
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04238631
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0170500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt03410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0AMY NELSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER, TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0183641
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 12/31/2020, THE LAST TIME THE EXECUTIVE COMMITTEE MET TO DECIDE CEO COMPENSATION WAS JUNE 2020.
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/ExplanationTxt7OTHER PROFESSIONAL FEES 459,178.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$105,048,611
Liabilities
$96,069,021
Net assets
$8,979,590
Revenue
$5,045,652
Expenses
$4,329,793
Net income
$715,859
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