Civic Intelligence

Advantis Credit Union

990 • Fiscal year 2017 • EIN 93-0251640

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileWWW.ADVANTISCU.ORG

View Organization Page

9200 SE Sunnybrook Blvd No 300Clackamas, OR 97015

(503) 785-2528

Siviq Scores

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

Liabilities / Assets

39th percentile

0.89x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)14 • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

19.49x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)14 • $1B+ nonprofits • Source year 2017

Net Margin

33rd percentile

15%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)14 • $1B+ nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$578,943

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2017 filings • 501(c)14 • $1B+ nonprofits • Source year 2017

Asset Growth

20th percentile

4.0%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

8.4%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,372,660,012

Up $52,931,722 (+4.0%) from 2016

Net Assets

Up

$151,555,065

Up $9,618,850 (+6.8%) from 2016

Liabilities

Up

$1,221,104,947

Up $43,312,872 (+3.7%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin33rd percentile

Revenue

Up

$62,640,820

Up $4,855,011 (+8.4%) from 2016

Expenses

Up

$53,416,728

Up $6,089,193 (+13%) from 2016

Net Income

Down

$9,224,092

Down $1,234,182 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $756,349,275Liabilities 2010: $680,889,049Net Assets 2010: $75,460,2262010Assets 2011: $864,529,660Liabilities 2011: $783,469,456Net Assets 2011: $81,060,2042011Assets 2012: $987,827,326Liabilities 2012: $890,988,489Net Assets 2012: $96,838,8372012Assets 2013: $1,113,082,112Liabilities 2013: $1,004,403,375Net Assets 2013: $108,678,7372013Assets 2014: $1,165,974,434Liabilities 2014: $1,046,257,694Net Assets 2014: $119,716,7402014Assets 2015: $1,226,519,011Liabilities 2015: $1,095,370,196Net Assets 2015: $131,148,8152015Assets 2016: $1,319,728,290Liabilities 2016: $1,177,792,075Net Assets 2016: $141,936,2152016Assets 2017: $1,372,660,012Liabilities 2017: $1,221,104,947Net Assets 2017: $151,555,0652017Assets 2018: $1,426,868,115Liabilities 2018: $1,264,554,685Net Assets 2018: $162,313,4302018Assets 2019: $1,478,812,305Liabilities 2019: $1,304,432,680Net Assets 2019: $174,379,6252019Assets 2020: $1,807,081,276Liabilities 2020: $1,619,018,112Net Assets 2020: $188,063,1642020Assets 2021: $1,980,374,380Liabilities 2021: $1,777,076,760Net Assets 2021: $203,297,6202021Assets 2022: $1,984,758,504Liabilities 2022: $1,773,405,527Net Assets 2022: $211,352,9772022Assets 2023: $1,954,971,748Liabilities 2023: $1,737,782,312Net Assets 2023: $217,189,4362023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$1,372,660,012
Liabilities$1,221,104,947
Net Assets$151,555,065
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $32,579,0822010Expenses 2011: $33,635,2902011Expenses 2012: $31,505,3422012Revenue 2013: $49,944,238Expenses 2013: $36,587,584Net Income 2013: $13,356,6542013Revenue 2014: $47,923,632Expenses 2014: $37,773,772Net Income 2014: $10,149,8602014Revenue 2015: $53,084,644Expenses 2015: $41,197,257Net Income 2015: $11,887,3872015Revenue 2016: $57,785,809Expenses 2016: $47,327,535Net Income 2016: $10,458,2742016Revenue 2017: $62,640,820Expenses 2017: $53,416,728Net Income 2017: $9,224,0922017Revenue 2018: $67,814,244Expenses 2018: $57,001,316Net Income 2018: $10,812,9282018Revenue 2019: $68,628,894Expenses 2019: $56,906,297Net Income 2019: $11,722,5972019Revenue 2020: $76,433,625Expenses 2020: $63,018,251Net Income 2020: $13,415,3742020Revenue 2021: $72,337,533Expenses 2021: $57,136,313Net Income 2021: $15,201,2202021Revenue 2022: $76,691,076Expenses 2022: $65,042,971Net Income 2022: $11,648,1052022Revenue 2023: $98,680,885Expenses 2023: $94,888,672Net Income 2023: $3,792,2132023Revenue 2024: $106,120,924Expenses 2024: $108,585,436Net Income 2024: -$2,464,5122024

Highlighted filing

2017

Revenue$62,640,820
Expenses$53,416,728
Net Income$9,224,092
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$68,420,484
Mission and Program Overview

Mission

To promote thrift among its 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.

Providing financial services to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,043,448,179$1,153,866,557▲ $110,418,378
Rtn Earn Endowment Incm Other Fnds$141,936,215$151,555,065▲ $9,618,850
Cash and Non-Interest-Bearing Accounts$143,399,670$107,962,326▼ $35,437,344
Investments in Publicly Traded Securities$44,917,175$34,526,040▼ $10,391,135
Land, Buildings, and Equipment, Net$9,436,727$10,979,288▲ $1,542,561
Investments Other Securities$3,444,336$2,941,449▼ $502,887
Prepaid Expenses and Deferred Charges$737,655$1,110,406▲ $372,751
Savings and Temporary Cash Investments$1,743,000$996,000▼ $747,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,319,728,290$1,372,660,012▲ $52,931,722
Other Assets Total$72,601,548$60,277,946▼ $12,323,602
Liabilities
Other Liabilities$1,151,698,471$1,187,993,374▲ $36,294,903
Mortgage Notes Payable Secured by Investment Property$20,000,000$20,000,000→ $0
Accounts Payable and Accrued Expenses$6,093,604$13,111,573▲ $7,017,969
Total Liabilities$1,177,792,075$1,221,104,947▲ $43,312,872
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,936,215$151,555,065▲ $9,618,850
Total Liabilities and Net Assets / Fund Balance$1,319,728,290$1,372,660,012▲ $52,931,722

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,761,943$7,170,771$10,932,714
Buildings$4,967,949$3,660,400$8,628,349
Leasehold Improvements$1,802,017$3,636,748$5,438,765
Land$447,379-$447,379
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert CorwinCEO/presidentFT$476,290$102,653$578,943
Jeri C MaherMortgage Loan Officer - CommissionedFT$41,839$252,164$294,003
Laurie S WilsonSVP/chief Financial OfficerFT$206,996$65,384$272,380
Wendy G EdwardsSVP/chief Administrative OfficerFT$207,990$64,231$272,221
Timothy J ClouseSVP/chief Innovation OfficerFT$192,721$60,778$253,499
Keli MyersSVP/chief Credit OfficerFT$175,259$45,570$220,829
Matthew RussellFinancial Advisor - LicensedFT$23,040$170,730$193,770
Clifford BradyCommercial Re Loan OriginatorFT$123,046$12,958$136,004
Alaina BalwinMortgage Loan Officer - CommissionedFT$124,370$9,249$133,619
Johnathan WeitzDirector of Retail BranchesFT$122,346$10,148$132,494
John NicholsVP of MarketingFT$116,876$12,003$128,879
Christopher GoshkoSVP/chief Retail OfficerFT$120,431$5,332$125,763

Board Members and Trustees

NameTitle
Amanda OwingsChair
Andy DolbergVice Chair
Frederic DupeyrouxAssociate Director
Liz GoodAssociate Director
Jake JensenDirector
Patrick HagerDirector
Renee HalpernDirector
Rick VeiraDirector
Roger HedigerDirector
Tarun GudzDirector
Tammy TeskeSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Alkami Technology INCDigital And Online Banking5601 GRANITE PKWY 120, Plano, TX 75024$715,382
Affiliated Media LLCMedia And Advertising3858 NW DEVOTO LN, Portland, OR 97229$540,043
Fiserv INCMaintenance4550 SW MACADAM AVE, Portland, OR 94239$523,239
Nordisk Systems INCMaintenance6400 SE LAKE RD 450, Milwaukie, OR 97222$496,530
Loomis Armored US LLCAtm6645 N ENSIGN ST, Portland, OR 97217$398,656
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$59,914,152
Investment Income
$2,720,144
Other Revenue
$6,524
Change in Net Assets
$9,224,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$62,640,820
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$180,627
Total Revenue per Audited Statements
$62,821,447
Total Revenue per Form 990
$62,640,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,092,315
Salaries, Compensation, and Employee Benefits$17,195,723
Grants and Similar Amounts Paid$128,690
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$10,443,091
Interest---$9,093,325
Information Technology---$3,459,482
Other Employee Benefits---$2,392,826
Depreciation Depletion---$2,156,383
Current Officers, Directors, Trustees, and Key Employees---$1,852,513
All Other Expenses---$1,829,470
Occupancy---$1,636,951
Pension Plan Contributions---$1,293,435
Advertising---$1,268,445
Office Expenses---$1,233,044
Payroll Taxes---$1,213,858
Fees for Services Other---$1,068,867
Conferences and Meetings---$232,162
Insurance---$230,566
Fees for Services Legal---$165,460
Fees for Services Accounting---$114,482
Travel---$98,961
Grants to Domestic Orgs---$98,690
Grants to Domestic Individuals---$30,000
Other Expenses---$6,965
Total Functional Expenses$0$0$0$53,416,728

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$53,416,728
Total Expenses per Audited Statements$53,416,728
Total Expenses per Form 990$53,416,728
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sunshine DivisionPortland, OR501(c)(3)Sponsor Winter Wonderland, Izzy Kids Community & General Support$31,400
CHILDRENS' MIRACLE NETWORK HOSPITALSSalt Lake City, UT501(c)(3)DOERNBECHER CHILDREN'S HOSPITAL "SHOP FOR MIRACLES" DAY$10,000
Friends of the ChildrenPortland, OR501(c)(3)Transformed Offices Into a Dedicated Youth-study Space at the Ne Headquarters$10,000
Northwest Credit Union AssociationFederal Way, WA501(c)(6)CREDIT UNIONS FOR KIDS BENEFITING DOERNBECHER CHILDREN'S HOSPITAL$10,000
Rose Haven CicPortland, OR501(c)(3)SUPPLIES FOR ROSE HAVEN'S NEW SHOWER FACILITIES FOR WOMEN AND CHILDREN$10,000
Episcopal Laymans Mission Dba William Temple HousePortland, OR501(c)(3)Purchase a Grab-and-go Freezer and Two Fruit and Vegetable Stands$9,790
Chelsea Hicks FoundationPortland, OR501(c)(3)CHELSEA'S CLOSET'S TRAVELLING THERAPEUTIC ACTIVE DRESS-UP AND PLAY PROGRAM$6,000
Lgbtq Community Center FundPortland, OR501(c)(3)Replaced More Than 100 Florescent Lights With Energy Saving Leds$6,000
The Dougy CenterPortland, OR501(c)(3)Print and Distribute a Teen Grief Journal for Families at the Dougy Center$5,500
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$20,000
Total Exempt Function Spending$20,000
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
80-0043051Beaverton, OR$20,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARE AND SAVINGS ACCOUNTS$1,187,993,374
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union has members.”

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

“Each member has one vote in annual elections of members of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is thoroughly reviewed by the cfo and controller prior to filing.”

Form 990, Part VI, Section B, Line 15

“Compensation process for ceo: the board of directors reviews an annual third party salary survey for the ceo position and sets an updated salary range. Compensation process for officers and key employees: third party surveys are obtained for all staff on an annual basis. Salary ranges for these positions are prepared by the vp of human resources and approved by the ceo.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Advantis Credit Union
EIN
93-0251640
Phone
5037852528
Address
9200 SE SUNNYBROOK BLVD NO 300, CLACKAMAS, OR 97015

Signing Officer

Name
Laurie Wilson
Title
SVP/chief Financial Officer
Phone
5037852528
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Hager
Formed
1928
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
270
Volunteers
15

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 XI, LINE 9:

“Passthrough book/tax difference 180,627.”

Financial Statement Notes

PART X, LINE 2:

“Fin 48 (asc 740) uncertain tax positions footnote from financial statements - the credit union has filed tax returns in the past for activities it has deemed taxable that has resulted in no significant income taxes paid. The taxing authorities have the ability to assess taxes, penalties and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2017. The credit union's 2014 through 2016 tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Passthrough book/tax difference 180,627.”

Raw XML AppendixShowing 400 of 773 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/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1126150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1223555
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1322111
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1421698
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt155332
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1621488
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1712003
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1821867
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1915564
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2012958
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt219249
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2210148
IRS990/Form990PartVIISectionAGrp/PersonNm0AMANDA OWINGS
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDY DOLBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2TAMMY TESKE
IRS990/Form990PartVIISectionAGrp/PersonNm3TARUN GUDZ
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICK HAGER
IRS990/Form990PartVIISectionAGrp/PersonNm5RENEE HALPERN
IRS990/Form990PartVIISectionAGrp/PersonNm6ROGER HEDIGER
IRS990/Form990PartVIISectionAGrp/PersonNm7JAKE JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm8RICK VEIRA
IRS990/Form990PartVIISectionAGrp/PersonNm9FREDERIC DUPEYROUX
IRS990/Form990PartVIISectionAGrp/PersonNm10LIZ GOOD
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT CORWIN
IRS990/Form990PartVIISectionAGrp/PersonNm12LAURIE S WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm13TIMOTHY J CLOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm14WENDY G EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTOPHER GOSHKO
IRS990/Form990PartVIISectionAGrp/PersonNm16KELI MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm18JERI C MAHER
IRS990/Form990PartVIISectionAGrp/PersonNm19MATTHEW RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm20CLIFFORD BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm21ALAINA BALWIN
IRS990/Form990PartVIISectionAGrp/PersonNm22JOHNATHAN WEITZ
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11552793
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12248825
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13231388
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14250523
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15120431
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16199341
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17116876
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18272136
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19178206
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20123046
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21124370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22122346
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP/CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP/CHIEF INNOVATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP/CHIEF ADMINISTRATIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SVP/CHIEF RETAIL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP/CHIEF CREDIT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt18MORTGAGE LOAN OFFICER - COMMISSIONED
IRS990/Form990PartVIISectionAGrp/TitleTxt19FINANCIAL ADVISOR - LICENSED
IRS990/Form990PartVIISectionAGrp/TitleTxt20COMMERCIAL RE LOAN ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21MORTGAGE LOAN OFFICER - COMMISSIONED
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF RETAIL BRANCHES
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01928
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0385859
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt030000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt098690
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt06165523
IRS990/GrossReceiptsAmt068420484
IRS990/GrossRentsGrp/RealAmt06524
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt018
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03459482
IRS990/InsuranceGrp/TotalAmt0230566
IRS990/InterestGrp/TotalAmt09093325
IRS990/InvestmentIncomeGrp/ExclusionAmt02244817
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02334285
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt089468
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03444336
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02941449
IRS990/InvestmentsPubTradedSecGrp/BOYAmt044917175
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034526040
IRS990/IRPDocumentCnt026392
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014467919
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09436727
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010979288
IRS990/LandBldgEquipCostOrOtherBssAmt025447207
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05779664
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THRIFT AMONG ITS 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
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt020000000
IRS990/NetAssetsOrFundBalancesBOYAmt0141936215
IRS990/NetAssetsOrFundBalancesEOYAmt0151555065
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0385859
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0385859
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06524
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06524
IRS990/NetUnrelatedBusTxblIncmAmt0-261155
IRS990/NetUnrlzdGainsLossesInvstAmt0214131
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01636951
IRS990/OfficeExpensesGrp/TotalAmt01233044
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherAssetsTotalGrp/EOYAmt060277946
IRS990/OtherChangesInNetAssetsAmt0180627
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02392826
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1VISA/ATM EXPENSE
IRS990/OtherExpensesGrp/Desc2LENDING EXPENSE
IRS990/OtherExpensesGrp/Desc3TAXES ON UBI
IRS990/OtherExpensesGrp/TotalAmt07817019
IRS990/OtherExpensesGrp/TotalAmt14318699
IRS990/OtherExpensesGrp/TotalAmt21362034
IRS990/OtherExpensesGrp/TotalAmt36965
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IRS990/OtherLiabilitiesGrp/EOYAmt01187993374
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IRS990/PoliticalCampaignActyInd01
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01110406
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/BusinessCd4522100
IRS990/ProgramServiceRevenueGrp/Desc0LOANS
IRS990/ProgramServiceRevenueGrp/Desc1INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE CHARGES AND FE
IRS990/ProgramServiceRevenueGrp/Desc3NET GAIN ON SALE OF LO
IRS990/ProgramServiceRevenueGrp/Desc4OTHER NON INTEREST INC
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14654190
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24057746
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32115549
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41159737
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt047170378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14654190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24099000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32115549
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41875035
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt041254
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1715298
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0108150
IRS990/PYInvestmentIncomeAmt01527530
IRS990/PYOtherExpensesAmt031880757
IRS990/PYOtherRevenueAmt05857
IRS990/PYProgramServiceRevenueAmt056252422
IRS990/PYRevenuesLessExpensesAmt010458274

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,372,660,012
Liabilities
$1,221,104,947
Net assets
$151,555,065
Revenue
$62,640,820
Expenses
$53,416,728
Net income
$9,224,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$106$109$2.46
2023Summary only. Only limited summary data is available for this year.$1,955$1,738$217$98.7$94.9$3.79
2022Summary only. Only limited summary data is available for this year.$1,985$1,773$211$76.7$65.0$11.6
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,980$1,777$203$72.3$57.1$15.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,807$1,619$188$76.4$63.0$13.4
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,479$1,304$174$68.6$56.9$11.7
2018Summary only. Only limited summary data is available for this year.$1,427$1,265$162$67.8$57.0$10.8
2017Detailed filing. Detailed filing data is available for this year.$1,373$1,221$152$62.6$53.4$9.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,320$1,178$142$57.8$47.3$10.5
2015Detailed filing. Detailed filing data is available for this year.$1,227$1,095$131$53.1$41.2$11.9
2014Detailed filing. Detailed filing data is available for this year.$1,166$1,046$120$47.9$37.8$10.1
2013Detailed filing. Detailed filing data is available for this year.$1,113$1,004$109$49.9$36.6$13.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$988$891$96.8$31.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$865$783$81.1$33.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$756$681$75.5$32.6