Totals
- Total revenue
- $86,013
- Total expenses
- $99,519
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $42,599
- Investment income
- $43,414
- Other revenue
- $0
- Total assets, end of year
- $2,721,156
- Total liabilities, end of year
- $1,802,333
- Net assets or fund balances, end of year
- $918,823
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
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: PROGRAM SERVICE REVENUE
total $42,599 · related or exempt $42,599 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $43,414 · related or exempt $43,414 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $16,900
-
7 · Other salaries and wages
total $6,565
-
9 · Other employee benefits
total $208
-
10 · Payroll taxes
total $1,795
-
14 · Information technology
total $30,604
-
22 · Depreciation, depletion and amortization
total $3,714
-
24a · Other expenses: OTHER EXPENSES
total $39,733
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $321,585 · end of year $309,252
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $460,301 · end of year $337,414
-
10a · Land, buildings and equipment: cost or other basis
$257,769
-
10b · Land, buildings and equipment: accumulated depreciation
$213,599
-
10c · Land, buildings and equipment, net
beginning of year $32,989 · end of year $44,170
-
12 · Investments: other securities
beginning of year $617,778 · end of year $736,363
-
13 · Investments: program-related
beginning of year $1,697,306 · end of year $1,284,589
-
15 · Other assets
beginning of year $16,173 · end of year $9,368
-
17 · Accounts payable and accrued expenses
beginning of year $1,486 · end of year $1,192
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $2,211,270 · end of year $1,801,141
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $933,376 · end of year $918,823
Mission and programs · 2025
Mission
PROVIDES LENDING, SAVINGS AND OTHER SERVICES TO ITS QUALIFIED MEMBERS AT TERMS GENERALLY BETTER THAN AVAILABLE IN THE MARKETPLACE WITH A "SERVICE BASED EMPHASIS" THAT RECOGNIZE THE MEMBER STATUS AS"OWNERS"
Activities or mission (Part I)
THE CREDIT UNION PROVIDES SERVICES TO QUALIFIED MEMBERS
-
DIVIDENDS AND INTEREST PAID TO MEMBERS ON APPROXIMATELY 997 DEPOSIT ACCOUNTS HELD BY APPROXIMATELY 738 MEMBERS. DIRECT LABOR AND EMPLOYEE BENEFIT COSTS INCURRED PROVIDING SAVINGS DEPOSIT SERVICES, ORIGINATION OF LOANS AND SERVICING OF LOAN PORTFOLIO ACTIVITY FOR MEMBERS. DATA PROCESSING COSTS INCURRED RECORDING MEMBER ACCOUNT ACTIVITY AND PROVIDING ACCESS TO MEMBERS TO THEIR ACCOUNTS VIA ATM NETWORKS AND IN PERSON AT THE CREDIT UNION OFFICE.
As filed on the 2025 return.
Listed in Part VII
-
Alicia GreenALICIA GREEN
TREASURER MANAGER
- Total calculated
- $33,800
- From this org
- $16,900
- From related orgs
- $0
- Other
- $16,900
- Hours/week
- 26
-
Larry WagnerLARRY WAGNER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 6
-
Juanita GlymphJUANITA GLYMPH
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Robert SmedleyROBERT SMEDLEY
2ND VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.5
-
Barbara MooreBARBARA MOORE
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Marvin HaleMARVIN HALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Edna WilliamsEDNA WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3.5
-
Doretha GrantDORETHA GRANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Lonnie CarmicleLONNIE CARMICLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gloria MatthewsGLORIA MATTHEWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bernard ButlerBERNARD BUTLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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
- 2025
- Filed
- 31 March 2026
- IRS schema version
- 2025v4.0
- Source object
- 202600899349300865
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