Civic Intelligence

Uncle Credit Union

990 • Fiscal year 2015 • EIN 94-1404327

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 25, 2016

Organization ProfileWWW.UNCLECU.ORG

View Organization Page

2100 Las Positas CourtLivermore, CA 94551

(925) 447-5001

Siviq Scores

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

Liabilities / Assets

69th percentile

0.90x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

22.00x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Net Margin

50th percentile

13%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

84th percentile

$591,286

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Asset Growth

82nd percentile

11%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

9.8%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$327,178,028

Up $31,886,063 (+11%) from 2014

Net Assets

Down

$31,155,963

Down $192,347 (-0.6%) from 2014

Liabilities

Up

$296,022,065

Up $32,078,410 (+12%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin50th percentile

Revenue

Up

$13,455,962

Up $1,200,358 (+9.8%) from 2014

Expenses

Up

$11,649,612

Up $554,840 (+5.0%) from 2014

Net Income

Up

$1,806,350

Up $645,518 (+56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$800M$600M$400M$200M$0Assets 2010: $227,350,713Liabilities 2010: $207,303,435Net Assets 2010: $20,047,2782010Assets 2011: $239,696,966Liabilities 2011: $214,511,374Net Assets 2011: $25,185,5922011Assets 2012: $259,405,199Liabilities 2012: $230,804,786Net Assets 2012: $28,600,4132012Assets 2013: $277,354,107Liabilities 2013: $248,335,153Net Assets 2013: $29,018,9542013Assets 2014: $295,291,965Liabilities 2014: $263,943,655Net Assets 2014: $31,348,3102014Assets 2015: $327,178,028Liabilities 2015: $296,022,065Net Assets 2015: $31,155,9632015Assets 2016: $363,130,496Liabilities 2016: $330,652,782Net Assets 2016: $32,477,7142016Assets 2017: $403,118,683Liabilities 2017: $367,555,042Net Assets 2017: $35,563,6412017Assets 2018: $448,146,651Liabilities 2018: $408,243,196Net Assets 2018: $39,903,4552018Assets 2019: $481,324,856Liabilities 2019: $436,826,206Net Assets 2019: $44,498,6502019Assets 2020: $568,131,777Liabilities 2020: $519,659,896Net Assets 2020: $48,471,8812020Assets 2021: $635,989,388Liabilities 2021: $583,302,072Net Assets 2021: $52,687,3162021Assets 2022: $734,869,392Liabilities 2022: $687,904,250Net Assets 2022: $46,965,1422022Assets 2023: $726,002,844Liabilities 2023: $679,048,025Net Assets 2023: $46,954,8192023Assets 2024: $746,045,550Liabilities 2024: $696,583,603Net Assets 2024: $49,461,9472024

Highlighted filing

2015

Assets$327,178,028
Liabilities$296,022,065
Net Assets$31,155,963
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$60M$40M$20M$0Expenses 2010: $13,603,1552010Revenue 2011: $13,636,593Expenses 2011: $9,530,906Net Income 2011: $4,105,6872011Revenue 2012: $12,441,756Expenses 2012: $9,683,070Net Income 2012: $2,758,6862012Revenue 2013: $12,286,387Expenses 2013: $10,264,679Net Income 2013: $2,021,7082013Revenue 2014: $12,255,604Expenses 2014: $11,094,772Net Income 2014: $1,160,8322014Revenue 2015: $13,455,962Expenses 2015: $11,649,612Net Income 2015: $1,806,3502015Revenue 2016: $14,296,681Expenses 2016: $12,735,378Net Income 2016: $1,561,3032016Revenue 2017: $17,128,334Expenses 2017: $14,106,386Net Income 2017: $3,021,9482017Revenue 2018: $21,154,689Expenses 2018: $18,331,632Net Income 2018: $2,823,0572018Revenue 2019: $23,404,674Expenses 2019: $19,375,155Net Income 2019: $4,029,5192019Revenue 2020: $25,797,681Expenses 2020: $21,554,923Net Income 2020: $4,242,7582020Revenue 2021: $24,649,463Expenses 2021: $21,100,130Net Income 2021: $3,549,3332021Revenue 2022: $29,745,355Expenses 2022: $29,037,363Net Income 2022: $707,9922022Revenue 2023: $39,147,446Expenses 2023: $37,283,003Net Income 2023: $1,864,4432023Revenue 2024: $42,945,421Expenses 2024: $42,153,211Net Income 2024: $792,2102024

Highlighted filing

2015

Revenue$13,455,962
Expenses$11,649,612
Net Income$1,806,350
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 25, 2016
Return Version
2015v2.1
Gross Receipts
$19,588,280
Mission and Program Overview

Mission

A cooperative, organized for the purpose of promoting thrift andsavings among its members, creating a source of credit for them at rates of interest set by the board of directors, and providing an opportunity for them to use and control their own money on a democratic basis in order to improve their economic and social conditions. As a cooperative, uncle credit union conductsits business for the mutual benefit and general welfare of itsmembers with the earnings, savings, benefits, or services of the credit union being distributed to its members as patrons.

A cooperative, organized for the purpose of promoting thrift and savings among its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$196,980,259$237,307,691▲ $40,327,432
Investments in Publicly Traded Securities$58,940,179$52,713,308▼ $6,226,871
Rtn Earn Endowment Incm Other Fnds$31,348,310$31,155,963▼ $192,347
Savings and Temporary Cash Investments$20,285,482$15,001,143▼ $5,284,339
Land, Buildings, and Equipment, Net$4,395,866$4,320,041▼ $75,825
Cash and Non-Interest-Bearing Accounts$2,679,539$3,600,854▲ $921,315
Prepaid Expenses and Deferred Charges$3,236,844$3,591,779▲ $354,935
Receivables From Officers Etc$3,224$1,677,293▲ $1,674,069
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$295,291,965$327,178,028▲ $31,886,063
Other Assets Total$8,770,572$8,965,919▲ $195,347
Liabilities
Other Liabilities$261,376,596$293,087,040▲ $31,710,444
Accounts Payable and Accrued Expenses$2,567,059$2,935,025▲ $367,966
Total Liabilities$263,943,655$296,022,065▲ $32,078,410
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,348,310$31,155,963▼ $192,347
Total Liabilities and Net Assets / Fund Balance$295,291,965$327,178,028▲ $31,886,063

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,231,610$3,012,695$4,244,305
Buildings$1,417,183$1,540,273$2,957,456
Leasehold Improvements$721,449$682,181$1,403,630
Land$949,799-$949,799
Investment Program Related Org$2,619,973--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harold RoundtreeCEOFT$262,566$328,720$591,286
Gina BloomfieldCFOFT$165,873$124,893$290,766
James FisherCTOFT$163,853$98,609$262,462
Sarah SamuelVP Sales & MarketingFT$138,626$40,580$179,206
Jaclyn HowardVP LendingFT$114,380$60,336$174,716
April BlackVP of Human ResourcesFT$133,164$39,156$172,320
Andrea JohnsonSales & Svc DirectorFT$123,868$23,840$147,708
Andrea BrooksVP Risk ManagementFT$110,610$23,464$134,074

Board Members and Trustees

NameTitle
Chung BothwellBoard Chairman
Mark WeissSupr Cmte Chairman
Randy WernerBoard Vice Chairman
Ellen RaberBoard Member
Ivan CoreyBoard Member
John FreemanBoard Member
Mila ShapovalovBoard Member
Sheryl GoodmanBoard Member
Lee NeelySecretary
Barbara BrooksSupr Cmte Member
Neda GraySupr Cmte Member
Robin MorrisSupr Cmte Member
John SteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,366,589
Investment Income
$1,882,187
Other Revenue
$207,186
Change in Net Assets
$1,806,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,262,824
Revenue Not Reported on Financial Statements
$193,138
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$193,138
Total Revenue per Audited Statements
$13,262,824
Total Revenue per Form 990
$13,455,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,006,075
Other Expenses$5,635,182
Grants and Similar Amounts Paid$8,355
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,097,196
Office Expenses---$1,330,445
Current Officers, Directors, Trustees, and Key Employees---$1,319,387
Other Employee Benefits---$834,229
Information Technology---$719,959
Occupancy---$569,359
Depreciation Depletion---$478,618
Fees for Services Other---$457,757
Pension Plan Contributions---$435,771
Advertising---$431,977
Interest---$402,375
Payroll Taxes---$319,492
Travel---$149,125
Insurance---$91,634
Fees for Services Legal---$69,759
Other Expenses---$30,845
Grants to Domestic Orgs---$8,355
Total Functional Expenses$0$0$0$11,649,612

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,649,612
Expenses per Audited Statements$11,456,474
Total Expenses per Audited Statements$11,456,474
Expenses Not Reported on Financial Statements$193,138
Other Expense Adjustments$193,138
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$3,224$1,677,293▲ $1,674,069
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members Shares and Deposits$293,087,040
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Uncle credit union is a cooperative financial institution that is owned and controlled by its members, and operated for the purpose of promoting thrift and savings to its members. Uncle credit union does not have stockholders.”

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

“The governing board of uncle credit union is comprised of volunteer members who are directly elected by its members.”

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

“At the end of each term of the board members, elections are held and board members are voted by the members of the credit union pursuant to its by-laws. Member votes are also required to ratify decisions dealing with reorganizations as in the of the merger or dissolution.”

Form 990, Part VI, Section B, Line 11

“A review of the form 990 is performed by the internal audit and compliance department. The internal audit and compliance department reports to an independent oversight committee. Form 990 is also provided to the governing body.”

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

“A conflict of interest policy and whistle blower policy is in effect. Every year the governing body and employees complete a detailed questionnaire pertaining to conflict of interest. The internal audit and compliance department monitors activity associated with these policies to ensure all cases are resolved appropriately. The internal audit and compliance department reports to an independent oversight committee, not part of the governing body or management, and who represents the interests and well being of the credit union membership.”

Form 990, Part VI, Section B, Line 15

“Uncle credit union maintains a competitive salary range structure for all positions. The human resources department participates in certain salary surveys as appropriate for our industry, positions, asset size, employee size, and geographical locations. Salaries are based on grade levels that are determined by various factors such as organizational impact, education, experience, and etc.”

Form 990, Part VI, Section C, Line 19

“Financial statements are available upon request. In addition, financial statements are posted publicly in the lobby of each of our branch locations and on the website at www.unclecu.org.”

Filing and Contact Details

Filer

Filer Name
Uncle Credit Union
EIN
94-1404327
Phone
9254475001
Address
2100 LAS POSITAS COURT, LIVERMORE, CA 94551

Signing Officer

Name
Gina Bloomfield
Title
CFO
Phone
9254475001
Signed
2016-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Roundtree
Formed
1957
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
83
Volunteers
13

Preparer

Firm
Turner Warren Hwang & Conrad Acctcy
Address
100 NORTH FIRST ST STE 202, BURBANK, CA 91502
Preparer
Valentino Creus CPA
Phone
8189549700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in oci -1,250,104.”

Form 990, Part XI, Line 2C

“The organization has not changed either its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“Fasb accounting standards codification 740-10-65, income taxes, provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the credit union's tax returns to determine whether the tax positions are "more likely than not" to be sustained "when challenged or "when examined" by the applicable tax authority. Tax positions deemed to not meet the more-likely-than-not threshold would be recorded as a tax expense and liability in the current year. For the year ended september 30, 2015, management has determined that the credit union has no material uncertain tax positions, and accordingly, the credit union has not recorded a liability for the payment of interest or penalties.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reclass negative provision for loan losses b/n rev and exp 198,927. Reclass loss from sale of fixed assets b/n rev and exp -5,789.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reclass negative provision for loan losses b/n rev and exp 198,927. Reclass loss from sale of fixed assets b/n rev and exp -5,789.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13308297
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14179858
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15176916
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16150036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17145341
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18123868
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19124461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20110610
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SUPR CMTE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPR CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPR CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SUPR CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CTO
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP SALES & MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt18SALES & SVC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP RISK MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0295956
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06400685
IRS990/GrossReceiptsAmt019588280
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0719959
IRS990/InsuranceGrp/TotalAmt091634
IRS990/InterestGrp/TotalAmt0402375
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01592020
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01592020
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0196980259
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0237307691
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058940179
IRS990/InvestmentsPubTradedSecGrp/EOYAmt052713308
IRS990/IRPDocumentCnt04023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05235149
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04395866
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04320041
IRS990/LandBldgEquipCostOrOtherBssAmt09555190
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt027589
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06104729
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT ANDSAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, UNCLE CREDIT UNION CONDUCTSITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITSMEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031348310
IRS990/NetAssetsOrFundBalancesEOYAmt031155963
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0290167
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0290167
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-748593
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0569359
IRS990/OfficeExpensesGrp/TotalAmt01330445
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08770572
IRS990/OtherAssetsTotalGrp/EOYAmt08965919
IRS990/OtherChangesInNetAssetsAmt0-1250104
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0834229
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2OPERATING FEES
IRS990/OtherExpensesGrp/TotalAmt0773905
IRS990/OtherExpensesGrp/TotalAmt1129424
IRS990/OtherExpensesGrp/TotalAmt230845
IRS990/OtherLiabilitiesGrp/BOYAmt0261376596
IRS990/OtherLiabilitiesGrp/EOYAmt0293087040
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/Desc0PROVISION FOR LOAN AND LEASE LOSS
IRS990/OtherRevenueMiscGrp/Desc1OTHER NON-OPERATING INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0198927
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt18259
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0198927
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18259
IRS990/OtherRevenueTotalAmt0207186
IRS990/OtherSalariesAndWagesGrp/TotalAmt03097196
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0319492
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0435771
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03236844
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03591779
IRS990/PrincipalOfficerNm0HAROLD ROUNDTREE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07533016
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12084640
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21717559
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07533016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12084640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21748933
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt031374
IRS990/ProgSrvcAccomActy2Grp/Desc0LOANS AVAILABLE TO MEMBERS INCLUDE AUTO, CREDIT CARD, PERSONAL, HOME EQUITY, AND FIRST MORTGAGES.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERS MAY OPEN THE FOLLOWING DEPOSIT ACCOUNTS:SAVINGS, CHECKING, MONEY MARKET, IRA, TERM CERTIFICATES OF DEPOSIT, YOUTH DEPOSIT ACCOUNTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt08275
IRS990/PYInvestmentIncomeAmt01602602
IRS990/PYOtherExpensesAmt05478294
IRS990/PYOtherRevenueAmt0157924
IRS990/PYProgramServiceRevenueAmt010495078
IRS990/PYRevenuesLessExpensesAmt01160832
IRS990/PYSalariesCompEmpBnftPaidAmt05608203
IRS990/PYTotalExpensesAmt011094772
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012255604
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt03224
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt01677293
IRS990/ReconcilationRevenueExpnssAmt01806350
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031348310
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt031155963
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020285482
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015001143
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01417183
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01540273
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02957456
IRS990ScheduleD/EquipmentGrp/BookValueAmt01231610
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03012695
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04244305
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0193138
IRS990ScheduleD/ExpensesSubtotalAmt011456474
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt012663240
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1661000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt21491800
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3219871678
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt42619973
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0DEPOSITS IN COMMERCIAL BANKS, S&LS, SAVINGS BANKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1LOANS TO AND INVESTMNETS IN NATURAL PERSON CUS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2ALL OTHER INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3LOANS AND LEASES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4NCUA SHARE INSURANCE CAPITALIZATION DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/LandGrp/BookValueAmt0949799
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0949799
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0721449
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0682181
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01403630
IRS990ScheduleD/OtherExpensesNotIncludedAmt0193138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0293087040
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SHARES AND DEPOSITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0193138
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0193138

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$327,178,028
Liabilities
$296,022,065
Net assets
$31,155,963
Revenue
$13,455,962
Expenses
$11,649,612
Net income
$1,806,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$746$697$49.5$42.9$42.2$0.79
2023Detailed filing. Detailed filing data is available for this year.$726$679$47.0$39.1$37.3$1.86
2022Detailed filing. Detailed filing data is available for this year.$735$688$47.0$29.7$29.0$0.71
2021Detailed filing. Detailed filing data is available for this year.$636$583$52.7$24.6$21.1$3.55
2020Detailed filing. Detailed filing data is available for this year.$568$520$48.5$25.8$21.6$4.24
2019Detailed filing. Detailed filing data is available for this year.$481$437$44.5$23.4$19.4$4.03
2018Detailed filing. Detailed filing data is available for this year.$448$408$39.9$21.2$18.3$2.82
2017Detailed filing. Detailed filing data is available for this year.$403$368$35.6$17.1$14.1$3.02
2016Detailed filing. Detailed filing data is available for this year.$363$331$32.5$14.3$12.7$1.56
2015Detailed filing. Detailed filing data is available for this year.$327$296$31.2$13.5$11.6$1.81
2014Detailed filing. Detailed filing data is available for this year.$295$264$31.3$12.3$11.1$1.16
2013Detailed filing. Detailed filing data is available for this year.$277$248$29.0$12.3$10.3$2.02
2012Summary only. Only limited summary data is available for this year.$259$231$28.6$12.4$9.68$2.76
2011Summary only. Only limited summary data is available for this year.$240$215$25.2$13.6$9.53$4.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$227$207$20.0$13.6