Civic Intelligence

Valley First Credit Union

990 • Fiscal year 2018 • EIN 94-1439553

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileWWW.VALLEYFIRSTCU.ORG

View Organization Page

1005 W Orangeburg AvenueModesto, CA 95350

(209) 549-8500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.90x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

17.63x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Net Margin

4th percentile

2.9%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

84th percentile

$601,850

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Asset Growth

6th percentile

-2.1%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

9.4%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$590,851,203

Down $12,938,871 (-2.1%) from 2017

Net Assets

Up

$61,734,302

Up $844,653 (+1.4%) from 2017

Liabilities

Down

$529,116,901

Down $13,783,524 (-2.5%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$30,019,835

Up $2,576,182 (+9.4%) from 2017

Expenses

Up

$29,159,915

Up $2,998,761 (+11%) from 2017

Net Income

Down

$859,920

Down $422,579 (-33%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$1.5B$1.0B$500M$0Assets 2010: $363,955,207Liabilities 2010: $327,507,263Net Assets 2010: $36,447,9442010Assets 2011: $383,014,789Liabilities 2011: $340,159,897Net Assets 2011: $42,854,8922011Assets 2012: $475,294,888Liabilities 2012: $425,090,428Net Assets 2012: $50,204,4602012Assets 2013: $502,650,838Liabilities 2013: $456,035,381Net Assets 2013: $46,615,4572013Assets 2014: $525,370,714Liabilities 2014: $472,616,024Net Assets 2014: $52,754,6902014Assets 2015: $555,484,443Liabilities 2015: $498,451,775Net Assets 2015: $57,032,6682015Assets 2016: $586,820,094Liabilities 2016: $526,673,116Net Assets 2016: $60,146,9782016Assets 2017: $603,790,074Liabilities 2017: $542,900,425Net Assets 2017: $60,889,6492017Assets 2018: $590,851,203Liabilities 2018: $529,116,901Net Assets 2018: $61,734,3022018Assets 2019: $593,162,543Liabilities 2019: $527,612,922Net Assets 2019: $65,549,6212019Assets 2020: $769,456,143Liabilities 2020: $698,024,078Net Assets 2020: $71,432,0652020Assets 2021: $895,204,166Liabilities 2021: $817,121,086Net Assets 2021: $78,083,0802021Assets 2022: $964,187,226Liabilities 2022: $888,224,752Net Assets 2022: $75,962,4742022Assets 2023: $1,019,297,447Liabilities 2023: $935,538,521Net Assets 2023: $83,758,9262023Assets 2024: $1,027,273,852Liabilities 2024: $936,329,209Net Assets 2024: $90,944,6432024

Highlighted filing

2018

Assets$590,851,203
Liabilities$529,116,901
Net Assets$61,734,302
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

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

$80M$60M$40M$20M$0Expenses 2010: $20,814,3642010Expenses 2011: $18,718,3042011Expenses 2012: $20,245,8872012Revenue 2013: $26,237,061Expenses 2013: $23,214,316Net Income 2013: $3,022,7452013Revenue 2014: $25,677,722Expenses 2014: $23,231,989Net Income 2014: $2,445,7332014Revenue 2015: $26,671,831Expenses 2015: $23,670,227Net Income 2015: $3,001,6042015Revenue 2016: $27,698,296Expenses 2016: $24,106,054Net Income 2016: $3,592,2422016Revenue 2017: $27,443,653Expenses 2017: $26,161,154Net Income 2017: $1,282,4992017Revenue 2018: $30,019,835Expenses 2018: $29,159,915Net Income 2018: $859,9202018Revenue 2019: $33,020,774Expenses 2019: $30,426,409Net Income 2019: $2,594,3652019Revenue 2020: $34,327,835Expenses 2020: $28,803,577Net Income 2020: $5,524,2582020Revenue 2021: $33,497,583Expenses 2021: $25,343,848Net Income 2021: $8,153,7352021Revenue 2022: $40,105,453Expenses 2022: $30,736,008Net Income 2022: $9,369,4452022Revenue 2023: $57,186,497Expenses 2023: $47,771,769Net Income 2023: $9,414,7282023Revenue 2024: $63,347,544Expenses 2024: $58,535,460Net Income 2024: $4,812,0842024

Highlighted filing

2018

Revenue$30,019,835
Expenses$29,159,915
Net Income$859,920
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$30,133,795
Mission and Program Overview

Mission

Valley first credit union is a state chartered credit union that provides low cost financial services to its communities.

Provide superior service to our members and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$372,743,071$412,265,991▲ $39,522,920
Investments in Publicly Traded Securities$99,752,118$76,404,388▼ $23,347,730
Rtn Earn Endowment Incm Other Fnds$60,889,649$61,734,302▲ $844,653
Savings and Temporary Cash Investments$52,341,866$39,598,794▼ $12,743,072
Accounts Receivable$15,005,185$14,939,856▼ $65,329
Cash and Non-Interest-Bearing Accounts$28,564,276$11,610,596▼ $16,953,680
Land, Buildings, and Equipment, Net$12,062,055$10,709,842▼ $1,352,213
Prepaid Expenses and Deferred Charges$3,176,135$3,704,432▲ $528,297
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$603,790,074$590,851,203▼ $12,938,871
Other Assets Total$20,145,368$21,617,304▲ $1,471,936
Liabilities
Other Liabilities$526,232,216$514,751,402▼ $11,480,814
Accounts Payable and Accrued Expenses$16,668,209$14,365,499▼ $2,302,710
Total Liabilities$542,900,425$529,116,901▼ $13,783,524
Net Assets / Fund Balance
Total Net Assets Fund Balance$60,889,649$61,734,302▲ $844,653
Total Liabilities and Net Assets / Fund Balance$603,790,074$590,851,203▼ $12,938,871

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,344,537$7,060,063$14,404,600
Equipment$1,454,707$10,841,620$12,296,327
Land$1,888,382-$1,888,382
Leasehold Improvements$22,216$964,316$986,532
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hank BarrettPresident/CEOFT$361,695$242,107$603,802
Dennis BartaVP FinanceFT$172,481$66,556$239,037
Anita MorphewVP MarketingFT$161,962$55,859$217,821
Paul EmanuelsVP LendingFT$163,835$40,793$204,628
Catherine RandoVP Information ServicesFT$165,547$24,475$190,022
Laura AppersonVP HrFT$135,438$6,616$142,054
Traci NagasawaVP Member ServiceFT$114,856$5,558$120,414
James KellyVP AdministrationFT$110,841$-5,261$105,580

Board Members and Trustees

NameTitle
Fred CruzBoard Chair
Judy JensenVice Chair
Matt SinclairDirector
Patti GillihanDirector
Tom KaneDirector
Chris PetersonSecretary
Gary HallTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jack Henry And AssociatesComputer SupportPO BOX 609, Monett, MO 65708$598,896
KasasaDeposit Product SupportPO BOX 527, Lubbock, TX 79408$493,465
Arca Tech Systems LLCComputer Support3070 COMMERCE WAY, Turlock, CA 95380$404,531
Q2 SoftwareComputer SupportPO BOX 205970, Dallas, TX 75320-5970$373,097
Financial Tech Solutions Intl (ftsi)Computer SupportPO BOX 919, Monrovia, CA 91017$324,494
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,024,297
Investment Income
$1,995,538
Other Revenue
$0
Change in Net Assets
$859,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,498,920
Salaries, Compensation, and Employee Benefits$11,792,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$7,992,222
Office Expenses---$7,317,612
Other Expenses---$2,184,224
Current Officers, Directors, Trustees, and Key Employees---$1,455,311
Other Employee Benefits---$1,384,529
Depreciation Depletion---$1,264,244
Advertising---$1,070,885
Occupancy---$1,001,085
Benefits to Members---$868,514
Payroll Taxes---$778,520
All Other Expenses---$606,347
Travel---$339,707
Pension Plan Contributions---$181,899
Fees for Services Accounting---$133,988
Insurance---$110,302
Fees for Services Legal---$93,892
Total Functional Expenses$0$0$0$29,159,915
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$2,500
Total Exempt Function Spending$2,500

Section 527 Organizations

OrganizationLocationAmount
47-4012574Hilmar, CA$1,500
85-0819396Sacramento, CA$1,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$514,751,402
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

“The credit union's members have rights to elect the members of the governing body. The credit union's members also receive a share of the organization's profits in the form of cash dividends.”

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

“Members of the credit union have the right to elect one or more members of the organization's governing body, whether periodically, or as vacancies arise, or otherwise.”

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

“Members of the credit union have the right to approve the governing body's election and removal 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

“The completed form 990 is reviewed by the ceo and cfo. A copy will also be provided to the executive members of the board of directors prior to filing with the irs.”

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

“An annual review process is completed and each employee is required to disclose any potential conflicts of interest and sign the form.”

Form 990, Part VI, Section B, Line 15

“The human resources department and the executive committee view industry data and approve salary adjustments based on that data.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available upon request for the same period of disclosure as set forth in section 6104(d). Monthly financial statements are also published in each branch lobby as required by the ncua.”

Filing and Contact Details

Filer

Filer Name
Valley First Credit Union
EIN
94-1439553
Phone
2095498500
Address
1005 W ORANGEBURG AVENUE, MODESTO, CA 95350

Signing Officer

Name
Dennis Barta
Title
VP Finance
Phone
2095498500
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hank Barrett
Formed
1956
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
216
Volunteers
7

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL WEST TOWER STE, 1100, MINNEAPOLIS, MN 55402-2526
Preparer
Kacie Mcewen
Phone
6123324300
Raw XML AppendixShowing 400 of 567 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/ReportableCompFromOrgAmt11167463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12135438
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13110841
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14114856
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/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP INFORMATION SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP HR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP MEMBER SERVICE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-113960
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt030133795
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0110302
IRS990/InvestmentIncomeGrp/ExclusionAmt02109498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02109498
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt099752118
IRS990/InvestmentsPubTradedSecGrp/EOYAmt076404388
IRS990/IRPDocumentCnt07141
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018865999
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012062055
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010709842
IRS990/LandBldgEquipCostOrOtherBssAmt029575841
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0113960
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0VALLEY FIRST CREDIT UNION IS A STATE CHARTERED CREDIT UNION THAT PROVIDES LOW COST FINANCIAL SERVICES TO ITS COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt060889649
IRS990/NetAssetsOrFundBalancesEOYAmt061734302
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-113960
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-113960
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-15267
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01001085
IRS990/OfficeExpensesGrp/TotalAmt07317612
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020145368
IRS990/OtherAssetsTotalGrp/EOYAmt021617304
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01384529
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt02376634
IRS990/OtherExpensesGrp/TotalAmt12184224
IRS990/OtherLiabilitiesGrp/BOYAmt0526232216
IRS990/OtherLiabilitiesGrp/EOYAmt0514751402
IRS990/OtherSalariesAndWagesGrp/TotalAmt07992222
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0372743071
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0412265991
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0778520
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0181899
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03176135
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03704432
IRS990/PrincipalOfficerNm0HANK BARRETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST FROM LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEES & CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2MISC OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016870317
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14370567
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24996940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016870317
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16157040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24996940
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01786473
IRS990/ProgSrvcAccomActy2Grp/Desc0VALLEY FIRST PROVIDES SAVINGS ACCOUNT PRODUCTS THAT ARE OF GREATER BENEFIT TO MEMBERS AS COMPARED TO COMPETITORS. VALLEY FIRST PAYS HIGHER DIVIDEND RATES FOR COMPARABLE SAVINGS PRODUCTS. AT 12/31/2018 THE CREDIT UNION HAD 84,460 SAVINGS ACCOUNTS WITH A BALANCE OF $273,721,837.
IRS990/ProgSrvcAccomActy3Grp/Desc0VALLEY FIRST PROVIDES CHECKING ACCOUNT PRODUCTS THAT ARE OF GREATER BENEFIT TO MEMBERS, AS COMPARED TO ITS COMPETITORS. SEVERAL TYPES OF CHECKING ACCOUNTS ARE OFFERED, FROM FREE CHECKING TO SPECIALTY CHECKING ACCOUNTS THAT PAY MEMBERS DIVIDENDS FOR BALANCES KEPT IN THEIR ACCOUNT. AGAIN THE FEE FOR A CHECKING ACCOUNT AND THE DIVIDEND RATES FOR COMPARABLE CHECKING PRODUCTS ARE BETTER THAN COMPETITORS. AT 12/31/2018 THE CREDIT UNION HAD 38,340 MEMBERS WITH CHECKING ACCOUNTS WITH A DEPOSIT BALANCE OF $103,244,170.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0870240
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02500588
IRS990/PYOtherExpensesAmt014156681
IRS990/PYOtherRevenueAmt0229338
IRS990/PYProgramServiceRevenueAmt024713727
IRS990/PYRevenuesLessExpensesAmt01282499
IRS990/PYSalariesCompEmpBnftPaidAmt011134233
IRS990/PYTotalExpensesAmt026161154
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027443653
IRS990/ReconcilationRevenueExpnssAmt0859920
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt060889649
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt061734302
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052341866
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039598794
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/InternalFundsContributedAmt02500
IRS990ScheduleC/PoliticalExpendituresAmt02500
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0474012574
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN1850819396
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0ASSEMBLYMAN HEATH FLORES
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt1ASSEMBLY MEMBER AUTUMN BURKES
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt01500
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt11000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt09460 TENGER RD
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt1921 11TH AVE ST 904
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0HILMAR
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm1SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd095324
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd195814
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION MAKES FINANCIAL CONTRIBUTIONS FOR SPECIFIC CANDIDATES AND THEIR CAMPAIGNS TO SUPPORT CREDIT UNION ISSUES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt02500
IRS990ScheduleD/BuildingsGrp/BookValueAmt07344537
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07060063
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014404600
IRS990ScheduleD/EquipmentGrp/BookValueAmt01454707
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010841620
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012296327
IRS990ScheduleD/LandGrp/BookValueAmt01888382
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01888382
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt022216
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0964316
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0986532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0514751402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010709842
IRS990ScheduleD/TotalLiabilityAmt0514751402
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0361695
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1172481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2163835
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3161962
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4165547
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0149903
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,851,203
Liabilities
$529,116,901
Net assets
$61,734,302
Revenue
$30,019,835
Expenses
$29,159,915
Net income
$859,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,027$936$90.9$63.3$58.5$4.81
2023Summary only. Only limited summary data is available for this year.$1,019$936$83.8$57.2$47.8$9.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$964$888$76.0$40.1$30.7$9.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$895$817$78.1$33.5$25.3$8.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$769$698$71.4$34.3$28.8$5.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$593$528$65.5$33.0$30.4$2.59
2018Detailed filing. Detailed filing data is available for this year.$591$529$61.7$30.0$29.2$0.86
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$604$543$60.9$27.4$26.2$1.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$587$527$60.1$27.7$24.1$3.59
2015Detailed filing. Detailed filing data is available for this year.$555$498$57.0$26.7$23.7$3.00
2014Detailed filing. Detailed filing data is available for this year.$525$473$52.8$25.7$23.2$2.45
2013Detailed filing. Detailed filing data is available for this year.$503$456$46.6$26.2$23.2$3.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$475$425$50.2$20.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$383$340$42.9$18.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$364$328$36.4$20.8
Peer Organizations

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