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Nonprofiteer
← FORT MCCLELLAN CREDIT UNION

Form 990 for tax year 2022

Filed by FORT MCCLELLAN CREDIT UNION.

Totals

Total revenue
$8,315,286
Total expenses
$8,270,624
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,315,286
Investment income
$0
Other revenue
$0
Total assets, end of year
$233,224,923
Total liabilities, end of year
$217,797,379
Net assets or fund balances, end of year
$15,427,544
Program services expenses (Part IX)
$8,270,624
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$8,270,624

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HERSCHEL HARRIS

    VICE CHAIRPERSON (END 2022)

    Total calculated
    $0
    Hours/week
    2.5

  • SYBIL BORDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • KIM MCCARSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • KYLE MEDDERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • JEFF LEONARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • SUSAN TRAMMELL

    SECRETARY, TREASURER

    Total calculated
    $0
    Hours/week
    2.5

  • ROBERT DAFFRON

    SUPERVISORY COMMITTEE MEMB

    Total calculated
    $0
    Hours/week
    2.5

  • PAMELA ROBERTSON

    SUPERVISORY COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • JOSEPH ROBERSON

    BOARD CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2.5

  • KENNETH JOINER

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2.5

  • DARRELL WALDRUP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • VAN ROBERTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • JONATHAN BOBO

    SUPERVISORY COMMITTEE

    Total calculated
    $0
    Hours/week
    2.5

  • MICHAEL MCDERMOTT

    SUPERVISORY COMMITTEE

    Total calculated
    $0
    Hours/week
    2.5

  • ANGELA SMITH

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $164,012
    From this org
    $142,733
    From related orgs
    $0
    Other
    $21,279
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,308
    Bonus
    $125
    Other
    $1,300
    Deferred
    $13,556
    Nontaxable benefits
    $7,723
    Filer's total
    $164,012

  • JOHN TERRANO

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $146,585
    From this org
    $130,633
    From related orgs
    $0
    Other
    $15,952
    Hours/week
    40

  • JULIE HILL

    SENIOR VICE PRESIDENT

    Total calculated
    $126,479
    From this org
    $120,240
    From related orgs
    $0
    Other
    $6,239
    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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 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 3
COMPENSATION FOR THE CEO IS DETERMINED ON A YEARLY BASIS. BEFORE COMPENSATION IS SET, A PERSONNEL COMMITTEE EXAMINES THE TYPE AND AMOUNT OF WORK PERFORMED BY THE CEO WHILE TAKING INTO ACCOUNT THE CREDIT UNION'S PRIOR YEAR INCOME. THE COMMITTEE USES NATIONAL PEER GROUP SALARY GUIDES PROVIDED BY CUNA AS AN INDEPENDENT SALARY GUIDE. THE PERSONNEL COMMITTEE THEN PRESENTS THE SALARY TO THE BOARD OF DIRECTORS FOR APPROVAL.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LLCU REAL ESTATE LLC

    HOLDING AND RENTING COMMERCIAL REAL ESTATE · AL · income $47,995 · assets $1,434,563

    Directly controlled by FORT MCCLELLAN CREDIT UNION

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323199349318402

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