Civic Intelligence

Northwest Community Credit Union

990 • Fiscal year 2016 • EIN 93-0389726

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 01, 2017

Organization Profilewww.nwcu.com

View Organization Page

545 E 8th AveEugene, OR 97401

(541) 744-9437

Siviq Scores

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

Liabilities / Assets

1st percentile

0.02x

Higher debt load relative to assets than 1% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Source year 2016

Liabilities / Revenue

1st percentile

0.36x

Higher debt load relative to revenue than 1% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Source year 2016

Net Margin

12th percentile

9.8%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$1,147,945

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • 501(c)14 • $1B+ nonprofits • Source year 2016

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

7.4%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$1,099,096,506

Up $109,365,972 (+11%) from 2015

Net Assets

Up

$1,077,649,526

Up $97,142,215 (+9.9%) from 2015

Liabilities

Up

$21,446,980

Up $12,223,757 (+133%) from 2015

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin12th percentile

Revenue

Up

$59,768,390

Up $4,118,683 (+7.4%) from 2015

Expenses

Up

$53,931,927

Up $4,337,397 (+8.7%) from 2015

Net Income

Down

$5,836,463

Down $218,714 (-3.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $645,341,081Liabilities 2010: $3,928,463Net Assets 2010: $641,412,6182010Assets 2011: $688,109,435Liabilities 2011: $3,976,792Net Assets 2011: $684,132,6432011Assets 2012: $766,049,603Liabilities 2012: $4,991,389Net Assets 2012: $761,058,2142012Assets 2013: $831,028,818Liabilities 2013: $6,380,526Net Assets 2013: $824,648,2922013Assets 2014: $914,307,768Liabilities 2014: $11,883,424Net Assets 2014: $902,424,3442014Assets 2015: $989,730,534Liabilities 2015: $9,223,223Net Assets 2015: $980,507,3112015Assets 2016: $1,099,096,506Liabilities 2016: $21,446,980Net Assets 2016: $1,077,649,5262016Assets 2017: $1,152,411,749Liabilities 2017: $24,958,199Net Assets 2017: $1,127,453,5502017Assets 2018: $1,154,635,512Liabilities 2018: $16,844,833Net Assets 2018: $1,137,790,6792018Assets 2019: $1,195,451,210Liabilities 2019: $13,556,721Net Assets 2019: $1,181,894,4892019Assets 2020: $1,514,782,386Liabilities 2020: $16,341,258Net Assets 2020: $1,498,441,1282020Assets 2021: $1,782,925,258Liabilities 2021: $17,082,345Net Assets 2021: $1,765,842,9132021Assets 2022: $1,806,109,861Liabilities 2022: $86,893,638Net Assets 2022: $1,719,216,2232022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$1,099,096,506
Liabilities$21,446,980
Net Assets$1,077,649,526
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$80M$60M$40M$20M$0Expenses 2010: $38,736,6722010Expenses 2011: $35,718,3212011Expenses 2012: $38,085,9292012Revenue 2013: $46,202,757Expenses 2013: $39,756,473Net Income 2013: $6,446,2842013Revenue 2014: $50,922,555Expenses 2014: $43,398,449Net Income 2014: $7,524,1062014Revenue 2015: $55,649,707Expenses 2015: $49,594,530Net Income 2015: $6,055,1772015Revenue 2016: $59,768,390Expenses 2016: $53,931,927Net Income 2016: $5,836,4632016Revenue 2017: $61,133,515Expenses 2017: $54,327,481Net Income 2017: $6,806,0342017Revenue 2018: $67,314,639Expenses 2018: $52,562,255Net Income 2018: $14,752,3842018Revenue 2019: $70,472,206Expenses 2019: $55,811,845Net Income 2019: $14,660,3612019Revenue 2020: $67,519,452Expenses 2020: $56,659,067Net Income 2020: $10,860,3852020Revenue 2021: $68,364,735Expenses 2021: $50,305,281Net Income 2021: $18,059,4542021Revenue 2022: $74,273,120Expenses 2022: $60,384,939Net Income 2022: $13,888,1812022Revenue 2023: $43,038,706Expenses 2023: $37,410,497Net Income 2023: $5,628,2092023

Highlighted filing

2016

Revenue$59,768,390
Expenses$53,931,927
Net Income$5,836,463
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 1, 2017
Return Version
2016v3.0
Gross Receipts
$59,811,392
Mission and Program Overview

Mission

Focus on the member, add value and build partnership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$885,084,483$977,039,608▲ $91,955,125
Other Notes and Loans Receivable, Net$839,471,437$951,985,333▲ $112,513,896
Rtn Earn Endowment Incm Other Fnds$95,422,828$100,609,918▲ $5,187,090
Land, Buildings, and Equipment, Net$40,023,566$38,997,779▼ $1,025,787
Investments Program Related$38,776,728$38,744,587▼ $32,141
Savings and Temporary Cash Investments$46,622,425$24,469,043▼ $22,153,382
Cash and Non-Interest-Bearing Accounts$12,480,749$14,427,450▲ $1,946,701
Receivable From Disqualified Prsn$2,248,428$4,716,816▲ $2,468,388
Prepaid Expenses and Deferred Charges$2,903,691$2,958,216▲ $54,525
Intangible Assets$375,759$246,927▼ $128,832
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$989,730,534$1,099,096,506▲ $109,365,972
Other Assets Total$6,827,751$22,550,355▲ $15,722,604
Liabilities
Accounts Payable and Accrued Expenses$9,223,223$21,446,980▲ $12,223,757
Total Liabilities$9,223,223$21,446,980▲ $12,223,757
Net Assets / Fund Balance
Total Net Assets Fund Balance$980,507,311$1,077,649,526▲ $97,142,215
Total Liabilities and Net Assets / Fund Balance$989,730,534$1,099,096,506▲ $109,365,972

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$28,582,966$4,860,069$33,443,035
Other Land Buildings$4,530,791$11,010,481$15,541,272
Land$4,709,039-$4,709,039
Leasehold Improvements$845,036$388,008$1,233,044
Equipment$329,947$180,009$509,956
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John IglesiasCEOFT$334,335$813,610$1,147,945
Bill WoodsCLOFT$171,128$108,404$279,532
Aaron BeldnerCIOFT$172,455$64,911$237,366
Pat ForceCFOFT$41,960$236,914$232,726
Melissa VigilCAOFT$149,559$64,433$214,020
Russell BernardoDirector Real EstateFT$84,239$52,889$178,882
Kate Gardner LangeSr. Investment advFT$53,843$56,821$159,846
Jon MainardFinancial PlannerFT$48,483$106,785$155,268
Qing LuCFOFT$136,431$13,148$149,579
Scott B SmithCXOFT$84,382$26,006$141,134
Joseph A NapiltoniaCheif Risk OfficerFT$101,037$115,444$140,919
Michael HoaglandDirector Risk MgmtFT$118,469$12,090$130,559
Janette GriffinRegional Director BR'sFT$116,969$10,568$127,537

Board Members and Trustees

NameTitle
Barbara BlackmoreDirector
Barry C HoukDirector
Brad D AndersonDirector
David RainwaterDirector
Erin ErbenDirector
Jason WendlandDirector
Joyce FishDirector
Judy ShurtsDirector
Marc KardellDirector
Mark MiksisDirector
Richard LeungDirector
Roxanne GillespieDirector
Wei ChenDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservFinancial Technology225 Fiserv Drive, Brookfield, WI 53045$2,068,974
Q2 SoftwareFinancial Technology13785 Research Blvd 150, Austin, TX 78750$757,351
Electric LightwaveIT SupportPO Box 2966, Milwaukee, WI 53201$597,477
Lending SolutionsLending Support2200 Point Blvd Suite 110, Elgin, IL 60123$584,302
Cook Security GroupSecurity Service5841 SE International Way, Milwaukie, OR 97222$563,457
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,828,251
Investment Income
$1,844,661
Other Revenue
$95,478
Change in Net Assets
$5,836,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,263,526
Salaries, Compensation, and Employee Benefits$22,668,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$15,638,751
Interest---$3,960,260
Office Expenses---$3,486,811
Other Employee Benefits---$3,346,413
Information Technology---$3,147,225
Depreciation Depletion---$2,445,070
Occupancy---$1,858,247
Payroll Taxes---$1,608,088
Current Officers, Directors, Trustees, and Key Employees---$1,297,526
Fees for Services Legal---$1,115,026
Advertising---$838,965
Pension Plan Contributions---$777,623
Travel---$530,509
Fees for Services Other---$497,794
Conferences and Meetings---$282,789
Insurance---$229,206
Fees for Services Accounting---$135,229
Other Expenses---$58,879
All Other Expenses---$52,230
Total Functional Expenses$0$0$0$53,931,927
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$2,248,428$4,716,816▲ $2,468,388
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Two of the directors, Joyce Fish and Judy Shurts, are sisters.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“As a credit union we have members who maintain a $5 share account with us.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The CFO reviews the 990 and the supporting schedules. After the review and before it is filed, the Form 990 is reviewed by the CEO and the directors.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All officers and key employees are required yearly to affirm that they have disclosed interests that could give rise to conflicts. Directors are asked initially to disclose any of these interests and are made aware regularly that they must disclose any new interests, but they are not required to do so formally each year.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization places monthly summarized and yearly detailed financial statements on its website. The governing body documents and conflict of interest policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Northwest Community Credit Union
EIN
93-0389726
Phone
5417449437
Address
545 E 8th Ave, Eugene, OR 97401

Signing Officer

Name
Qing Lu
Title
CFO
Signed
2017-06-01

Organization Details

Principal Officer
Qing Lu
Formed
1949
Voting Board Members
11
Independent Board Members
11
Employees
316
Volunteers
13
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Decrease of intangible assets = -$128832”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Decrease of investments program related = -$32141”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Decrease of Land and Building = -$1025787”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Decrease of Savings and term cash investments = -$22153382”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Increase of accounts payable = -$12223756”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Increase of Cash = $1946701”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Increase of loans and receivables, net = $XXX-XX-XXXX”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Increase of loans from disqualified person = $2468388”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Increase of other assets = $15722605”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Increase of prepaid expenses and deferre charges = $54525”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Net Income = -$5836463”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Unrealized Gain = -$185731”

Raw XML AppendixShowing 400 of 668 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/PersonNm3Joyce Fish
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IRS990/Form990PartVIISectionAGrp/PersonNm12Erin Erben
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IRS990/Form990PartVIISectionAGrp/PersonNm14Melissa Vigil
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,099,096,506
Liabilities
$21,446,980
Net assets
$1,077,649,526
Revenue
$59,768,390
Expenses
$53,931,927
Net income
$5,836,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$43.0$37.4$5.63
2022Detailed filing. Detailed filing data is available for this year.$1,806$86.9$1,719$74.3$60.4$13.9
2021Detailed filing. Detailed filing data is available for this year.$1,783$17.1$1,766$68.4$50.3$18.1
2020Detailed filing. Detailed filing data is available for this year.$1,515$16.3$1,498$67.5$56.7$10.9
2019Detailed filing. Detailed filing data is available for this year.$1,195$13.6$1,182$70.5$55.8$14.7
2018Detailed filing. Detailed filing data is available for this year.$1,155$16.8$1,138$67.3$52.6$14.8
2017Detailed filing. Detailed filing data is available for this year.$1,152$25.0$1,127$61.1$54.3$6.81
2016Detailed filing. Detailed filing data is available for this year.$1,099$21.4$1,078$59.8$53.9$5.84
2015Detailed filing. Detailed filing data is available for this year.$990$9.22$981$55.6$49.6$6.06
2014Detailed filing. Detailed filing data is available for this year.$914$11.9$902$50.9$43.4$7.52
2013Detailed filing. Detailed filing data is available for this year.$831$6.38$825$46.2$39.8$6.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$766$4.99$761$38.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$688$3.98$684$35.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$645$3.93$641$38.7