Civic Intelligence

Oregon State Credit Union

990 • Fiscal year 2019 • EIN 93-0444581

Jan 01, 2019 to Dec 31, 2019 • Filed on May 26, 2020

Organization ProfileWWW.OREGONSTATECU.COM

View Organization Page

1980 NW 9th StreetCorvallis, OR 97339-0306

(541) 714-4000

Siviq Scores

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

Liabilities / Assets

34th percentile

0.88x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

17.80x

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

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Net Margin

96th percentile

31%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Top Officer Pay

70th percentile

$1,209,583

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • 501(c)14 • $1B+ nonprofits • Source year 2019

Asset Growth

31st percentile

5.8%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,393,221,089

Up $76,393,664 (+5.8%) from 2018

Net Assets

Up

$164,058,466

Up $24,188,617 (+17%) from 2018

Liabilities

Up

$1,229,162,623

Up $52,205,047 (+4.4%) from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin96th percentile

Revenue

Up

$69,071,607

Up $9,205,202 (+15%) from 2018

Expenses

Up

$47,823,131

Up $1,873,655 (+4.1%) from 2018

Net Income

Up

$21,248,476

Up $7,331,547 (+53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0B$2.0B$1.0B$0Assets 2015: $979,339,218Liabilities 2015: $870,726,187Net Assets 2015: $108,613,0312015Assets 2016: $1,096,382,589Liabilities 2016: $980,036,883Net Assets 2016: $116,345,7062016Assets 2017: $1,188,850,394Liabilities 2017: $1,061,668,099Net Assets 2017: $127,182,2952017Assets 2018: $1,316,827,425Liabilities 2018: $1,176,957,576Net Assets 2018: $139,869,8492018Assets 2019: $1,393,221,089Liabilities 2019: $1,229,162,623Net Assets 2019: $164,058,4662019Assets 2020: $1,759,309,028Liabilities 2020: $1,571,316,297Net Assets 2020: $187,992,7312020Assets 2021: $2,088,594,766Liabilities 2021: $1,878,704,355Net Assets 2021: $209,890,4112021Assets 2022: $2,140,153,244Liabilities 2022: $1,960,727,457Net Assets 2022: $179,425,7872022Assets 2023: $2,166,247,809Liabilities 2023: $1,966,977,027Net Assets 2023: $199,270,7822023Assets 2024: $2,568,921,226Liabilities 2024: $2,342,192,714Net Assets 2024: $226,728,5122024

Highlighted filing

2019

Assets$1,393,221,089
Liabilities$1,229,162,623
Net Assets$164,058,466
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

$150M$100M$50M$0Revenue 2015: $39,445,928Expenses 2015: $30,450,403Net Income 2015: $8,995,5252015Revenue 2016: $42,957,432Expenses 2016: $33,250,006Net Income 2016: $9,707,4262016Revenue 2017: $50,322,155Expenses 2017: $39,825,184Net Income 2017: $10,496,9712017Revenue 2018: $59,866,405Expenses 2018: $45,949,476Net Income 2018: $13,916,9292018Revenue 2019: $69,071,607Expenses 2019: $47,823,131Net Income 2019: $21,248,4762019Revenue 2020: $74,445,709Expenses 2020: $56,032,999Net Income 2020: $18,412,7102020Revenue 2021: $81,968,900Expenses 2021: $48,134,102Net Income 2021: $33,834,7982021Revenue 2022: $94,549,810Expenses 2022: $63,080,375Net Income 2022: $31,469,4352022Revenue 2023: $114,120,989Expenses 2023: $94,735,577Net Income 2023: $19,385,4122023Revenue 2024: $144,117,444Expenses 2024: $123,336,253Net Income 2024: $20,781,1912024

Highlighted filing

2019

Revenue$69,071,607
Expenses$47,823,131
Net Income$21,248,476
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 26, 2020
Return Version
2019v5.1
Gross Receipts
$97,287,101
Mission and Program Overview

Mission

Provides financial services to membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,049,729,733$1,041,754,270▼ $7,975,463
Investments in Publicly Traded Securities$120,426,966$183,772,246▲ $63,345,280
Rtn Earn Endowment Incm Other Fnds$139,869,849$0▼ $139,869,849
Savings and Temporary Cash Investments$52,392,755$68,656,591▲ $16,263,836
Land, Buildings, and Equipment, Net$38,061,072$40,187,562▲ $2,126,490
Cash and Non-Interest-Bearing Accounts$14,354,417$15,138,590▲ $784,173
Investments Other Securities$3,527,268$2,180,768▼ $1,346,500
Prepaid Expenses and Deferred Charges$1,303,722$1,556,112▲ $252,390
Accounts Receivable$293,701$472,886▲ $179,185
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,316,827,425$1,393,221,089▲ $76,393,664
Other Assets Total$36,737,791$39,502,064▲ $2,764,273
Liabilities
Other Liabilities$1,122,883,435$1,206,692,921▲ $83,809,486
Mortgage Notes Payable Secured by Investment Property$37,502,740--
Accounts Payable and Accrued Expenses$14,924,239$19,070,985▲ $4,146,746
Escrow Account Liability$1,647,162$3,398,717▲ $1,751,555
Total Liabilities$1,176,957,576$1,229,162,623▲ $52,205,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$139,869,849$164,058,466▲ $24,188,617
Total Liabilities and Net Assets / Fund Balance$1,316,827,425$1,393,221,089▲ $76,393,664

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$27,807,508$7,960,892$35,768,400
Equipment$4,034,263$9,671,118$13,705,381
Land$8,140,967-$8,140,967
Leasehold Improvements$204,824$509,755$714,579
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard HeinPresident/CEOFT$576,951$632,632$1,209,583
Bonnie Humphrey-andersonExecutive VP/CFOFT$327,579$717,185$1,044,764
Rhonda Heile-brownExecutive VP/COOFT$249,927$178,344$428,271
Craig ColeEvp/CIOFT$195,026$196,543$391,569
Jaimy HerbertExt Morg Ln OfficerFT$250,288$42,399$292,687
James GibsonVP Branch ServicesFT$166,067$91,875$257,942
Debra RiggleVP Financial ServicesFT$185,353$66,840$252,193
Suzanne Hendricks PooleExtmorg Ln ServicesFT$197,798$27,163$224,961
Laurie RoeVP Organization DevelopmentFT$154,901$50,625$205,526
Bobbie WarnerAvp FinanceFT$139,119$46,141$185,260
Josh WhisenhustDirector of Business ServicesFT$142,403$39,279$181,682
James Alan PattersonEvp/ccxoFT$119,251$7,945$127,196
Shannon CruzChairman-$20,000-$20,000
Jay ConroyDirector-$16,000-$16,000
Thomas ElzingaDirector-$15,500-$15,500
Tim RocakDirector-$14,500-$14,500
Kelley KaiserDirector-$14,000-$14,000
Mike GreenDirector-$14,000-$14,000
Nadine DavisonDirector-$14,000-$14,000
Rebecca BadgerDirector-$7,000-$7,000

Board Members and Trustees

NameTitle
Ana Lucia Fonseca TapiaDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Gerding Builders LLCConstruction Of BranchPO BOX 1082, Corvallis, OR 97339$2,311,406
Visa USAVisa Debit And Credit ProcessingPO BOX 742233, Los Angeles, CA 90074$1,251,246
InfoimageStatement Processing141 JEFFERSON DRIVE, Menlo Park, CA 94025$1,222,756
Ncr CorporationOnline BankingPO BOX 740641, Los Angeles, CA 90074$1,048,361
CoopAtm Debit Card Processing9692 HAVEN AVENUE, Rancho Cucamonga, CA 91730$838,085
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,511,176
Investment Income
$4,086,871
Other Revenue
$10,473,560
Change in Net Assets
$21,248,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,059,405
Other Expenses$23,518,816
Grants and Similar Amounts Paid$244,910
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$12,632,847
Interest---$4,855,778
Other Employee Benefits---$4,494,854
Current Officers, Directors, Trustees, and Key Employees---$3,826,518
Fees for Services Other---$3,156,757
Office Expenses---$2,645,410
Occupancy---$2,477,737
Depreciation Depletion---$2,045,625
Pension Plan Contributions---$1,683,867
Payroll Taxes---$1,421,319
Information Technology---$1,262,817
Advertising---$1,198,833
Grants to Domestic Orgs---$226,910
Conferences and Meetings---$193,410
Fees for Services Accounting---$178,140
Insurance---$133,903
Other Expenses---$129,458
All Other Expenses---$69,312
Travel---$59,343
Fees for Services Legal---$47,206
Fees for Service Investment Mgmnt Fees---$19,565
Grants to Domestic Individuals---$18,000
Total Functional Expenses$0$0$0$47,823,131
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S MIRACLE NETWORKSalt Lake City, UT501(c)(3)Donation to Local Childrens Hospital Via National Charity$34,000
Oregon State University FoundationCorvallis, OR501(c)(3)Donation to Building Campaign and Scholarship Support$17,000
Linn-benton Community CollegeAlbany, OR501(c)(3)Scholarship Support$11,500
Western Oregon University FoundationMonmouth, OR501(c)(3)Donation for General Support and for Scholarships$11,500
Corvallis ChamberCorvallis, OR501(c)(6)Operational Support$8,000
Boy & Girls Club of CorvallisCorvallis, OR501(c)(3)Donation to Building Campaign$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$10,000
Section 527 Activity Spending$10,000
Total Exempt Function Spending$10,000

Section 527 Organizations

OrganizationLocationAmount
93-0953556Seatac, WA$10,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Money Market Accounts$497,693,223
Share Drafts$315,367,355
Shares$244,963,782
Share and Ira Certificates$125,764,454
Ira/health Savings Accounts$22,110,107
Non Member Certificate Accounts$794,000
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
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 members.”

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

“The credit union membership may participate in the election of officials.”

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

“Members of the credit union have the right to approve the governing body's election of members of the governing body, as well as other matters that are subject to the approval of members of the credit union as they occur.”

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

“Management reviews the form 990 in detail before filing. Additionally, the form 990 is provided to the members of the board of directors prior to filing. The members of the board of directors are given sufficient time to submit any questions regarding the return as well as receive answers to their questions prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict of interest policy is enforced in two ways - 1) upon hiring, employees are required to read and certify their acceptance of the policy, and 2) annually expectations including conflict of interest are reviewed with all staff including a reminder to update disclosure of conflicts.”

Form 990, Part VI, Section B, Line 15

“The board of directors reviews third party salary for the ceo position and works with third party to prepare a performance review and compensation plan. Third party salary information is used to create salary ranges and performance increases are determined without third party assistance. For other key positions, third party salary information is used to create salary ranges. Performance increases are determined without third party assistance.”

Form 990, Part VI, Section C, Line 19

“Governing documents are not made available to the public. Conflict of interest policy is not made available to the public. The credit union's financial statements are available for public viewing on www.ncua.gov via the quarterly 5300 filing.”

Filing and Contact Details

Filer

Filer Name
Oregon State Credit Union
EIN
93-0444581
Phone
5417144000
Address
1980 NW 9TH STREET, CORVALLIS, OR 97339-0306

Signing Officer

Name
Richard Hein
Title
President/CEO
Phone
5417144000
Signed
2020-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Hein
Formed
1954
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
2
Employees
369
Volunteers
0

Preparer

Firm
Doeren Mayhew
Address
12060 S W 129TH COURT STE 201, MIAMI, FL 33186-4582
Preparer
Douglas J Orth
Phone
3052328272
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“69,312.”

FORM 990, PART XI, LINE 9:

“Unrealized holding gains on post retirement benefit assets -189,749. Reclassification adjustment for net investment losses inlcuded in net incom 6,358.”

Part XII, Line 2C

“There were no changes in the process of the committee that assumes responsibility of the oversight of the audit and the selection of the independent auditors.”

Financial Statement Notes

PART IV, LINE 2B:

“The credit union collects (on a monthly basis) payment from their members with mortgage loans outstanding. As stipulated by the agreement signed by both parties, the monthly payment for each member inlcudes principal, interest, and escrows. Escrows are used to pay taxes and insurance on the property.”

PART X, LINE 2:

“The credit union is exempt from most federal, state, and local taxes under the provision of the internal revenue code (irc) and state tax laws. The income taxes topic of the financial accounting standards board (fasb) accounting standards codification (asc) clarifies accounting for uncertainty in income taxes reported in the consolidated financial statements. The interpretation provides criteria for assessment of individual tax positions and a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability upon examination by tax authorities. The credit union is a state-chartered credit union as defined in irc section 501(c)(14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities directly related to its exempt purposes. However, irc section 511 imposes a tax on the unrelated business income (ubi) derived by state-chartered credit unions. Beginning in march 2008, the internal revenue service (irs) released technical advice memorandums (tams) to specific state-chartered credit unions specifying the revenue sources subject to unrelated business income tax (ubit). Ubi may also be subject to tax in certain states. Management has assessed the credit union's activities and any potential federal or state income tax liability and determined that the credit union has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. Additionally, no interest and penalties have been recorded in the accompanying consolidated financial statements related to uncertain tax positions. Currently, the 2018, 2017, and 2016 federal income tax returns are open for examination by the irs. The filing years open for examination by the state, if applicable, may be equal to, greater than or less than the years open for examination by the irs.”

Raw XML AppendixShowing 400 of 825 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/Desc0THE CREDIT UNION CONTINUED TO FULFILL ITS EXEMPT PURPOSE BY PROVIDING CREDIT AT FAIR AND REASONABLE RATES OF INTEREST, OFFERING COMPETITIVE SHARE DEPOSIT PRODUCTS, AND PROVIDING MEMBERS WITH THE OPPORTUNITY TO IMPROVE THEIR ECONOMIC CONDITION. AS OF DECEMBER 31, 2019 THE CREDIT UNION HAD APPROXIMATELY 119,736 MEMBERS, OF WHICH 59,129 MEMBERS HAVE ACTIVE LOANS. THE TOTAL NUMBER OF DEPOSIT AND SHARE ACCOUNTS WAS 242,447 AND THE TOTAL NUMBER OF LOANS OUTSTANDING WAS 78,920.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE VP/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12EVP/CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt13EVP/CCXO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP FINANCIAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP BRANCH SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXT MORG LN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXTMORG LN SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP ORGANIZATION DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20AVP FINANCE
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES FINANCIAL SERVICES TO MEMBERSHIP.
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IRS990/ProgramServiceRevenueGrp/Desc4UNRELATED BUSINESS INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14542600
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14542600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2397235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3174936
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4103078
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IRS990/PYOtherExpensesAmt024384785
IRS990/PYOtherRevenueAmt010198467
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,393,221,089
Liabilities
$1,229,162,623
Net assets
$164,058,466
Revenue
$69,071,607
Expenses
$47,823,131
Net income
$21,248,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,569$2,342$227$144$123$20.8
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,166$1,967$199$114$94.7$19.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,140$1,961$179$94.5$63.1$31.5
2021Detailed filing. Detailed filing data is available for this year.$2,089$1,879$210$82.0$48.1$33.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,759$1,571$188$74.4$56.0$18.4
2019Detailed filing. Detailed filing data is available for this year.$1,393$1,229$164$69.1$47.8$21.2
2018Detailed filing. Detailed filing data is available for this year.$1,317$1,177$140$59.9$45.9$13.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,189$1,062$127$50.3$39.8$10.5
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,096$980$116$43.0$33.3$9.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$979$871$109$39.4$30.5$9.00
Peer Organizations

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