Civic Intelligence

Uncle Credit Union

990 • Fiscal year 2019 • EIN 94-1404327

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

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

81st percentile

0.91x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

18.66x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

89th percentile

$866,911

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Asset Growth

57th percentile

7.4%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$481,324,856

Up $33,178,205 (+7.4%) from 2018

Net Assets

Up

$44,498,650

Up $4,595,195 (+12%) from 2018

Liabilities

Up

$436,826,206

Up $28,583,010 (+7.0%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin71st percentile

Revenue

Up

$23,404,674

Up $2,249,985 (+11%) from 2018

Expenses

Up

$19,375,155

Up $1,043,523 (+5.7%) from 2018

Net Income

Up

$4,029,519

Up $1,206,462 (+43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$481,324,856
Liabilities$436,826,206
Net Assets$44,498,650
Open 2019 Filing

Operations Trend

Revenue Growth58th 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

2019

Revenue$23,404,674
Expenses$19,375,155
Net Income$4,029,519
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$24,501,964
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$349,516,485$400,200,595▲ $50,684,110
Rtn Earn Endowment Incm Other Fnds$39,903,455$44,498,650▲ $4,595,195
Savings and Temporary Cash Investments$46,768,458$30,419,115▼ $16,349,343
Investments in Publicly Traded Securities$25,695,776$16,836,321▼ $8,859,455
Cash and Non-Interest-Bearing Accounts$5,066,863$5,443,661▲ $376,798
Prepaid Expenses and Deferred Charges$3,041,596$5,126,670▲ $2,085,074
Land, Buildings, and Equipment, Net$5,546,464$4,687,877▼ $858,587
Receivables From Officers Etc$1,827,893$2,190,864▲ $362,971
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$448,146,651$481,324,856▲ $33,178,205
Other Assets Total$10,683,116$16,419,753▲ $5,736,637
Liabilities
Other Liabilities$403,799,793$431,475,760▲ $27,675,967
Accounts Payable and Accrued Expenses$4,443,403$5,350,446▲ $907,043
Total Liabilities$408,243,196$436,826,206▲ $28,583,010
Net Assets / Fund Balance
Total Net Assets Fund Balance$39,903,455$44,498,650▲ $4,595,195
Total Liabilities and Net Assets / Fund Balance$448,146,651$481,324,856▲ $33,178,205

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,620,351$4,509,772$6,130,123
Buildings$1,400,684$1,975,918$3,376,602
Leasehold Improvements$717,043$1,079,483$1,796,526
Land$949,799-$949,799
Investment Program Related Org$17,871--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harold RoundtreeCEOFT$371,465$495,446$866,911
James FisherVP of ItFT$183,790$124,032$307,822
Gina BloomfieldCFOFT$181,496$119,249$300,745
April IngramVP of HrFT$151,314$39,744$191,058
Andrea JohnsonSales & Svc DirectorFT$155,095$35,357$190,452
Andrea BrooksVP Risk ManagementFT$133,492$50,543$184,035
Jim BrownAvp, Sales ManagerFT$109,010$71,500$180,510
Frank Michael FormerBranch ManagerFT$165,000$165,000$165,000

Board Members and Trustees

NameTitle
Chung BothwellBoard Chairman
John SteinBoard Vice Chairman
Clay SmithDirector
Hugh BussellDirector
John FreemanDirector
Mila ShapovalovDirector
Neda GrayDirector
Peter GoldsteinDirector
Robin MorrisDirector
Ivan CoreySecretary
Lee NeelyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,731,237
Investment Income
$1,656,192
Other Revenue
$17,245
Change in Net Assets
$4,029,519

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,404,675
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$355,238
Total Revenue per Audited Statements
$23,759,913
Total Revenue per Form 990
$23,404,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,018,252
Salaries, Compensation, and Employee Benefits$7,335,378
Grants and Similar Amounts Paid$21,525
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,344,745
Office Expenses---$1,678,408
Current Officers, Directors, Trustees, and Key Employees---$1,667,948
Information Technology---$1,582,769
Fees for Services Other---$1,442,785
Interest---$1,229,783
Occupancy---$762,064
Other Employee Benefits---$707,184
Advertising---$685,406
Depreciation Depletion---$558,855
Payroll Taxes---$457,467
Travel---$360,854
Pension Plan Contributions---$158,034
Fees for Services Legal---$103,230
Other Expenses---$55,052
Insurance---$28,501
Grants to Domestic Orgs---$21,525
Total Functional Expenses$0$0$0$19,375,155

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$19,730,392
Expenses per Audited Statements$19,375,154
Total Expenses per Form 990$19,375,154
Expenses Not Reported on Form 990$355,238
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Livermore Lab FoundationOakland, CA501(c)(3)Provide Financial Support for Scientific Research, Technology Development and Educational Endeavors$5,000
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,827,893$2,190,864▲ $362,971
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members Shares and Deposits$421,475,760
Draws Against Lines of Credit$10,000,000
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
Yes
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 4

“In 2019, the supervisory committee was removed and the members were made part of the board.”

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 11B

“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
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Roundtree
Formed
1957
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
126
Volunteers
11

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 59,455.”

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 asc 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" of being 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 december 31, 2019, 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 2D - OTHER ADJUSTMENTS:

“Reclassification between revenue and expenses 355,238.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclassification between revenue and expenses 355,238.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13195077
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14168339
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15166153
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16165000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17159422
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18143620
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SALES & SVC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BRANCH MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt17AVP, SALES MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP RISK MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt098606
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021525
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01195896
IRS990/GrossReceiptsAmt024501964
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01582769
IRS990/InsuranceGrp/TotalAmt028501
IRS990/InterestGrp/TotalAmt01229783
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01557586
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01557586
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0349516485
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0400200595
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025695776
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016836321
IRS990/IRPDocumentCnt06156
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07565173
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05546464
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04687877
IRS990/LandBldgEquipCostOrOtherBssAmt012253050
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01097290
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
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/NetAssetsOrFundBalancesBOYAmt039903455
IRS990/NetAssetsOrFundBalancesEOYAmt044498650
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt098606
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt098606
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0506221
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0762064
IRS990/OfficeExpensesGrp/TotalAmt01678408
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010683116
IRS990/OtherAssetsTotalGrp/EOYAmt016419753
IRS990/OtherChangesInNetAssetsAmt059455
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0707184
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3OPERATING FEES
IRS990/OtherExpensesGrp/TotalAmt02023669
IRS990/OtherExpensesGrp/TotalAmt11194067
IRS990/OtherExpensesGrp/TotalAmt2312809
IRS990/OtherExpensesGrp/TotalAmt355052
IRS990/OtherLiabilitiesGrp/BOYAmt0403799793
IRS990/OtherLiabilitiesGrp/EOYAmt0431475760
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/Desc0OTHER NON-OPERATING INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017245
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017245
IRS990/OtherRevenueTotalAmt017245
IRS990/OtherSalariesAndWagesGrp/TotalAmt04344745
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0457467
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0158034
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03041596
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05126670
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/RelatedOrExemptFuncIncomeAmt016341028
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12787252
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22269270
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016341028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12787252
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22602957
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0333687
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/PYGrantsAndSimilarPaidAmt030725
IRS990/PYInvestmentIncomeAmt01813021
IRS990/PYOtherExpensesAmt010900767
IRS990/PYOtherRevenueAmt01011363
IRS990/PYProgramServiceRevenueAmt018330305
IRS990/PYRevenuesLessExpensesAmt02823057
IRS990/PYSalariesCompEmpBnftPaidAmt07400140
IRS990/PYTotalExpensesAmt018331632
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021154689
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt01827893
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt02190864
IRS990/ReconcilationRevenueExpnssAmt04029519
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt039903455
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt044498650
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046768458
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030419115
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01400684
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01975918
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03376602
IRS990ScheduleD/EquipmentGrp/BookValueAmt01620351
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04509772
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06130123
IRS990ScheduleD/ExpensesNotReportedAmt0355238
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt019375154
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0646370
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11095000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt22009300
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3392614065
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt43817989
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt517871
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0DEPOSITS IN COMMERCIAL BANKS, S&LS, SAVINGS BANKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1LOANS TO AND INVESTMENTS IN NATURAL PERSON CUS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2ALL OTHER INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3LOANS AND LEASES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4NCUA SHARE INSURANCE CAPITALIZATION DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5MEMBERSHIP AT CAPITAL CORP
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd5C
IRS990ScheduleD/LandGrp/BookValueAmt0949799
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0949799
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0717043
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01079483
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01796526
IRS990ScheduleD/OtherExpensesIncludedAmt0355238
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0421475760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110000000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SHARES AND DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DRAWS AGAINST LINES OF CREDIT
IRS990ScheduleD/OtherRevenueAmt0355238
IRS990ScheduleD/RevenueNotReportedAmt0355238
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt023404675
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FASB ASC 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" OF BEING 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 DECEMBER 31, 2019, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RECLASSIFICATION BETWEEN REVENUE AND EXPENSES 355,238.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RECLASSIFICATION BETWEEN REVENUE AND EXPENSES 355,238.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04687877
IRS990ScheduleD/TotalBookValueProgramRltdAmt0400200595
IRS990ScheduleD/TotalExpensesPerForm990Amt019375154
IRS990ScheduleD/TotalLiabilityAmt0431475760
IRS990ScheduleD/TotalRevenuePerForm990Amt023404675
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023759913

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Filings

Displayed year

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

Open filing
Assets
$481,324,856
Liabilities
$436,826,206
Net assets
$44,498,650
Revenue
$23,404,674
Expenses
$19,375,155
Net income
$4,029,519
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