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Nonprofiteer
← SHAREPOINT CREDIT UNION

Form 990 for tax year 2022

Filed by SHAREPOINT CREDIT UNION.

Totals

Total revenue
$12,280,437
Total expenses
$10,449,938
Contributions and grants received
$0
Grants paid
$920
Program service revenue
$10,555,359
Investment income
$1,212,075
Other revenue
$513,003
Total assets, end of year
$301,847,675
Total liabilities, end of year
$277,243,214
Net assets or fund balances, end of year
$24,604,461
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

  • JOSEPH SCHMIDT

    CHAIR

    Total calculated
    $3,240
    From this org
    $3,240
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • NICHOLAS NELSON

    VICE CHAIR

    Total calculated
    $1,710
    From this org
    $1,710
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SCOTT WEICHT

    SECRETARY

    Total calculated
    $2,340
    From this org
    $2,340
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOSEPH BUDNICK

    DIRECTOR

    Total calculated
    $2,385
    From this org
    $2,385
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • TODD CORBO

    DIRECTOR

    Total calculated
    $3,375
    From this org
    $3,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • JEAN GALLO

    DIRECTOR

    Total calculated
    $653
    From this org
    $653
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • GARY HAWLEY

    DIRECTOR

    Total calculated
    $3,015
    From this org
    $3,015
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • ALAN PEDERSON

    DIRECTOR

    Total calculated
    $2,835
    From this org
    $2,835
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • PHILLIP KOPISCHKE

    CEO

    Total calculated
    $360,063
    From this org
    $343,451
    From related orgs
    $0
    Other
    $16,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,579
    Bonus
    $49,872
    Other
    $0
    Deferred
    $12,012
    Nontaxable benefits
    $4,600
    Filer's total
    $360,063

  • JULIE TANNER

    CFO

    Total calculated
    $195,745
    From this org
    $185,755
    From related orgs
    $0
    Other
    $9,990
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,100
    Bonus
    $31,758
    Other
    $4,897
    Deferred
    $5,340
    Nontaxable benefits
    $4,650
    Filer's total
    $195,745

  • KERRI HINIKER

    VICE PRESIDENT OF LENDING

    Total calculated
    $163,133
    From this org
    $157,674
    From related orgs
    $0
    Other
    $5,459
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,108
    Bonus
    $26,649
    Other
    $5,917
    Deferred
    $5,459
    Nontaxable benefits
    $0
    Filer's total
    $163,133

  • PAUL VORK

    VICE PRESIDENT OF FINANCE/CONTROLLER

    Total calculated
    $131,640
    From this org
    $127,008
    From related orgs
    $0
    Other
    $4,632
    Hours/week
    40

  • MEGAN HAMMACK

    VICE PRESIDENT OF OPERATIONS

    Total calculated
    $117,221
    From this org
    $113,107
    From related orgs
    $0
    Other
    $4,114
    Hours/week
    40

  • KERRI COWDEN

    VICE PRESIDENT OF MEMBER SERVICES

    Total calculated
    $116,823
    From this org
    $105,931
    From related orgs
    $0
    Other
    $10,892
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
SOCIAL CLUB DUES - PHILLIP KOPISCHKE, NOT INCLUDED IN TAXABLE COMPENSATION THE PRIMARY PURPOSE OF SOCIAL CLUB MEMBERSHIP IS TO CONDUCT BUSINESS RELATED MEETINGS WITH EMPLOYEES, BOARD MEMBERS, ETC. ANY TRANSACTIONS AT SOCIAL CLUB FOR PERSONAL USE ARE DEDUCTED FROM THE EMPLOYEE'S PERSONAL CHECKING ACCOUNT AT THE CREDIT UNION.
PART I, LINE 1B
WE DO NOT HAVE A WRITTEN POLICY REGARDING THE ECC MEMBERSHIP. BOTH THE EMPLOYEE AND ORGANIZATION'S ACCOUNTS PAYABLE TEAM RECEIVE COPIES OF THE MONTHLY STATEMENTS. THE EMPLOYEE PROVIDES A BREAKDOWN OF THE ATTENDEES AND PURPOSE OF EACH EXPENSE, AS WELL AS ANY NECESSARY SUPPORTING INFORMATION. THE STATEMENTS ARE REVIEWED AND APPROVED BY THE CFO OR SVP OF FINANACE & CONTROLLER BEFORE PAYMENT IS REMITTED DIRECTLY TO THE SOCIAL CLUB.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202343139349302104

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