Totals
- Total revenue
- $1,581,798
- Total expenses
- $1,032,473
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,001,948
- Investment income
- $573,464
- Other revenue
- $6,386
- Total assets, end of year
- $25,263,230
- Total liabilities, end of year
- $22,451,823
- Net assets or fund balances, end of year
- $2,811,407
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: LOAN INTEREST
total $587,217 · unrelated business $0 · excluded $0
-
2b · Program service revenue: FEES AND CHARGES
total $414,731 · unrelated business $0 · excluded $0
-
3 · Investment income
total $573,464 · unrelated business $0 · excluded $0
-
11a · Other revenue: MEMBERS UNITED RECOVERY
total $6,386 · related or exempt $6,386 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$6,386
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $197,304 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $203,299 · program services $0 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $2,201 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $23,215 · program services $0 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $31,197 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $29,274 · program services $0 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $12,137 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $347,511 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $36,092 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $11,276 · program services $0 · management and general $0 · fundraising $0
-
20 · Interest
total $22 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $30,994 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $25,957 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: DIVIDENDS
total $17,946 · program services $0 · management and general $0 · fundraising $0
-
24b · Other expenses: PROVISION FOR LOAN LOSSES
total $29,362 · program services $0 · management and general $0 · fundraising $0
-
24c · Other expenses: LOAN SERVICING
total $17,404 · program services $0 · management and general $0 · fundraising $0
-
24d · Other expenses: DUES
total $10,763 · program services $0 · management and general $0 · fundraising $0
-
24e · All other expenses
total $6,519 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $118,020 · end of year $445,367
-
2 · Savings and temporary cash investments
beginning of year $14,824,699 · end of year $11,741,594
-
7 · Other notes and loans receivable
beginning of year $8,147,541 · end of year $10,857,117
-
9 · Prepaid expenses and deferred charges
beginning of year $28,645 · end of year $30,239
-
10a · Land, buildings and equipment: cost or other basis
$494,149
-
10b · Land, buildings and equipment: accumulated depreciation
$368,889
-
10c · Land, buildings and equipment, net
beginning of year $149,228 · end of year $125,260
-
11 · Investments: publicly traded securities
beginning of year $1,482,342 · end of year $1,734,000
-
15 · Other assets
beginning of year $273,876 · end of year $329,653
-
17 · Accounts payable and accrued expenses
beginning of year $115,831 · end of year $272,343
-
25 · Other liabilities
beginning of year $22,543,470 · end of year $22,179,480
-
31 · Retained earnings, endowment or other funds
beginning of year $2,365,050 · end of year $2,811,407
Mission and programs · 2023
Mission
THE CREDIT UNION'S PURPOSE IS TO PROVIDE ITS MEMBERSHIP A FULL RANGE OF QUALITY FINANCIAL SERVICES AT COMPETITIVE RATES. WE ARE COMMITTED TO MEMBER SERVICE IN A FRIENDLY ATMOSPHERE, LONG-TERM FINANCIAL STABILITY, PROMOTION OF THRIFT, AND INVOLVEMENT IN OUR COMMUNITY.
Activities or mission (Part I)
THE CREDIT UNION'S PURPOSE IS TO PROVIDE ITS MEMBERSHIP A FULL RANGE OF QUALITY FINANCIAL SERVICES AT COMPETITIVE RATES. WE ARE COMMITTED TO MEMBER SERVICE IN A FRIENDLY ATMOSPHERE, LONG-TERM
-
PROVIDED CONSUMER LENDING AND RECEIVED DEPOSITS FROM THE MEMBERSHIP. THE CREDIT UNION SERVICES IN EXCESS OF 5,700 MEMBER SHARE TYPE ACCOUNTS AND 1,200 LOAN ACCOUNTS, INCLUDING VISA CARDS.
As filed on the 2023 return.
Listed in Part VII
-
Chelsea R AndersonCHELSEA R ANDERSON
PRESIDENT
- Total calculated
- $116,493
- From this org
- $108,155
- From related orgs
- $0
- Other
- $8,338
- Hours/week
- 40
-
Jerrica E GallegosJERRICA E GALLEGOS
VICE-PRESIDENT
- Total calculated
- $80,812
- From this org
- $74,235
- From related orgs
- $0
- Other
- $6,577
- Hours/week
- 40
-
Cheri ScottCHERI SCOTT
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff MortonJEFF MORTON
BOARD VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kurt KennenKURT KENNEN
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Anthony SmithANTHONY SMITH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kristin BlackwellKRISTIN BLACKWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Koren GladneyKOREN GLADNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beth ViselBETH VISEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Russ NorthrupRUSS NORTHRUP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marsha SilverMARSHA SILVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441359349311694
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