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Nonprofiteer
← MOUNTAIN WEST CREDIT UNION ASSOCIATION

Form 990 for tax year 2022

Filed by MOUNTAIN WEST CREDIT UNION ASSOCIATION.

Totals

Total revenue
$3,357,248
Total expenses
$4,759,986
Contributions and grants received
$175,000
Grants paid
$5,500
Program service revenue
$2,828,358
Investment income
$352,708
Other revenue
$1,182
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • TODD MARKSBERRY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • JAY CURTIS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • GREG MILLS

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • STEPHANIE TEUBNER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JOHN UCHIDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KERRY SPRADLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RON WESTAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RAY LANCASTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JIM YATES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • VANESSA TREXEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CAROL ROBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SCOTT EARL

    PRESIDENT/CEO

    Total calculated
    $1,077,344
    From this org
    $0
    From related orgs
    $515,462
    Other
    $561,882
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,030 related
    Bonus
    $0 + $141,000 related
    Other
    $0 + $9,432 related
    Deferred
    $0 + $519,270 related
    Nontaxable benefits
    $0 + $42,612 related
    Filer's total
    $0 + $1,077,344 related

  • TIM DORE

    SENIOR VP

    Total calculated
    $171,368
    From this org
    $0
    From related orgs
    $82,451
    Other
    $88,917
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $0 + $54,967 related
    Bonus
    $0 + $27,354 related
    Other
    $0 + $130 related
    Deferred
    $0 + $88,917 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $171,368 related

  • DAN SANTANGELO

    SENIOR VP

    Total calculated
    $142,190
    From this org
    $0
    From related orgs
    $118,897
    Other
    $23,293
    Hours/week
    40

  • MARK ROBEY

    SENIOR VP

    Total calculated
    $128,371
    From this org
    $0
    From related orgs
    $125,579
    Other
    $2,792
    Hours/week
    24 + 16 related

  • SHAUN ONGSTAD

    SENIOR VP

    Total calculated
    $124,261
    From this org
    $0
    From related orgs
    $119,022
    Other
    $5,239
    Hours/week
    20 + 20 related

  • MIKE ATCHISON

    SENIOR VP

    Total calculated
    $122,862
    From this org
    $0
    From related orgs
    $117,462
    Other
    $5,400
    Hours/week
    40

  • DIANA ADELL

    DIRECTOR OF EVENTS

    Total calculated
    $132,782
    From this org
    $0
    From related orgs
    $132,782
    Other
    $0
    Hours/week
    40

  • JAQUETTA WARD

    MANAGER

    Total calculated
    $121,039
    From this org
    $0
    From related orgs
    $121,039
    Other
    $0
    Hours/week
    20 + 20 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINES 4A-B
STRATEGIC PARTNERS HAS ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE BENEFIT OF EXECUTIVE MANAGEMENT STAFF. THE AMOUNT CONTRIBUTED TO THE PLAN IS EQUAL TO 2% OF THE PARTICIPANT'S COMPENSATION PLUS A ONE-TO-ONE MATCHING OF THE COMPENSATION THE PARTICIPANT HAS ELECTED TO DEFER UP TO 3% (TOTAL MATCHING OF 5%). A DEFERRED COMPENSATION ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2022
Filed
16 May 2023
IRS schema version
2022v5.0
Source object
202331369349302008

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