Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2021.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
13 people listed on the 990; $570K paid to officers and key staff.
Compensation history total reportable pay by year · 6 named individuals · Part VII
| Name | FY2021 | FY2020 |
|---|---|---|
| Shay Santos | $32,024 | $188,662 |
| Bonnie Rosenmeier | $26,042 | $123,906 |
| Tim Vilter | $30,007 | $118,187 |
| Carla Wolf | — | $108,567 |
| Scott Stewart | $22,371 | $31,101 |
| Brent Davies | $21,848 | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Helps people build lifelong financial relationships with personalized solutions.
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The credit union has several types of loan programs available for our members. We funded 2,344 new loans during 2020. As of 12/31/20 we had 13,323 loans to our members.
The credit union has various types of deposit accounts available for our members. We opened 1,941 new deposit accounts in 2020. As of 12/31/20 we had 16,573 members.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2020 990, line by line.
Download 990
| Line | Start FY20 | End FY20 |
|---|---|---|
| Cash and savingsLn 1–2 | $45.5M | $50.5M |
| InvestmentsLn 11–13 | $10.0M | $15.8M |
| Land, buildings, equipmentLn 10c | $5.4M | $5.3M |
| Total assetsLn 16 | $191.1M | $202.3M |
| LiabilitiesLn 26 | $176.0M | $187.0M |
| Net assetsLn 32 | $15.1M | $15.4M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $39K | |||
| Pay of current officers, directors and key staffLn 5 | $570K | |||
| Other salaries and wagesLn 7 | $3.0M | |||
| Pension plan contributionsLn 8 | $215K | |||
| Other employee benefitsLn 9 | $374K | |||
| Payroll taxesLn 10 | $223K | |||
| Legal feesLn 11b | $48K | |||
| Accounting feesLn 11c | $10K | |||
| Other fees for servicesLn 11g | $62K | |||
| Advertising and promotionLn 12 | $201K | |||
| Office expensesLn 13 | $939K | |||
| Information technologyLn 14 | $836K | |||
| OccupancyLn 16 | $244K | |||
| TravelLn 17 | $5K | |||
| Conferences, conventions and meetingsLn 19 | $56K | |||
| InterestLn 20 | $853 | |||
| Depreciation, depletion and amortizationLn 22 | $401K | |||
| InsuranceLn 23 | $43K | |||
| Other expenses (24a–d)Ln 24 | $2.0M | |||
| Total functional expensesLn 25 | $9.2M | $0 | $0 | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2021 Latest | $8.7M | $6.5M | $2.3M | $17.5M | 990 PDF |
| FY2020 Viewing | $9.5M | $9.2M | $239K | $15.4M | 990 PDF |
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Schedules filed Part IV
See the full FY2020 990 (6 parts)
Part I · Summary $9,488,618 revenue, 12 lines filed
Part VI · Governance 7 of 7 board members independent, no flags
Part VIII · Statement of revenue $9,488,618 across 7 lines filed
Part IX · Statement of functional expenses $9,249,776 across 19 lines filed
Part X · Balance sheet $202,343,302 assets, 13 lines filed
Part XI · Reconciliation of net assets $15,392,506 net assets at year end
Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File
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