CREDIT UNIONS IN THE STATE OF WASHINGTON: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS IN THE STATE OF WASHINGTON (EIN 91-0616262)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349309797
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:38:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W RIVERSIDE AVENUE STE 1800 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910616262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GESA CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GESA | BusinessNameControlTxt |
| Phone | 5093783100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 GAGE BLVD | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD WADDLE | PersonNm |
| Person Title | EVP OF ACCOUNTING & FINANCE | PersonTitleTxt |
| Phone | 5093783100 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | WADDLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMINA O CRESSWELL CPA | PreparerPersonNm |
| PTIN | P01217304 | PTIN |
| Phone | 5097472600 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DON C MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 GAGE BLVD | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $220,624,276 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1269 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.GESA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE FINANCIAL SERVICES TO 285,115 MEMBERS. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, PROVIDING AUTO AND OTHER SECURED/UNSECURED CONSUMER LOANS, CHECKING AND SAVINGS PROGRAMS, AND CREDIT CARD SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1043 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $937,118 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $290,238 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $200,869,753 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $209,684,292 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,352,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,869,026 | CYInvestmentIncomeAmt |
| PY Other Revenue | $492,287 | PYOtherRevenueAmt |
| CY Other Revenue | $626,814 | CYOtherRevenueAmt |
| PY Total Revenue | $209,714,546 | PYTotalRevenueAmt |
| CY Total Revenue | $219,180,132 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $92,375 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $93,410 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $66,699,867 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $68,979,340 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $94,217,576 | PYOtherExpensesAmt |
| CY Other Expenses | $120,612,785 | CYOtherExpensesAmt |
| PY Total Expenses | $161,009,818 | PYTotalExpensesAmt |
| CY Total Expenses | $189,685,535 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $48,704,728 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,494,597 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,984,415,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,594,015,267 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,494,214,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,104,249,815 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $490,201,295 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $489,765,452 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MEMBERS HAVE ACCESS TO A BROAD RANGE OF FINANCIAL PRODUCTS AND SERVICES THAT ENABLE THEM TO PROSPER AT A COST JUSTIFIED BY THE RESULT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | OFFER COMPREHENSIVE RANGE AND COMPETITIVELY PRICED LOAN PRODUCTS TO MEMBERS. GESA OFFERS A WIDE RANGE OF LOAN PRODUCTS INCLUDING, BUT NOT LIMITED TO, AUTOS, RVS, MARINE EQUIPMENT, FIRST MORTGAGE, HOME EQUITY, CREDIT CARD, COMMERCIAL AND VARIOUS SECURED AND UNSECURED LOANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFER COMPREHENSIVE AND COMPETITIVELY YIELDING SAVINGS PRODUCTS TO MEMBERS. GESA OFFERS A WIDE VARIETY OF SAVINGS PRODUCTS TO MEMBERS, WHICH INCLUDE, BUT ARE NOT LIMITED TO BASIC SAVINGS, HOLIDAY CLUB, VACATION CLUB, COMMERCIAL SAVINGS, CERTIFICATE ACCOUNTS, IRA CERTIFICATES, IRA SAVINGS AND MONEY MARKET ACCOUNTS. GESA CONTINUES TO BE A LEADER IN OUR AREA ON SAVINGS ACCOUNT RATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFER LOW COST SERVICES TO MEMBERS WHICH WILL ENABLE THEM TO ACHIEVE THEIR DESIRED FINANCIAL GOALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81039 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1043 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD WADDLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5093783100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 GAGE BLVD | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GREGG ANDREWS | |||||||
| CHAIRMAN OF THE BOARD | 5.00 | Yes (X) | Yes (X) | $25,750 | $0 | $0 | |
| GEOF GRIEBEL | |||||||
| VICE CHAIRMAN OF THE BOARD | 5.00 | Yes (X) | Yes (X) | $18,750 | $0 | $0 | |
| ANDREW AUSTIN | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $18,750 | $0 | $0 | |
| BILL BONAUDI | |||||||
| DIRECTOR | 5.00 | Yes (X) | $3,750 | $0 | $0 | ||
| BEN BASSON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $18,750 | $0 | $0 | ||
| MANUEL CHAVALLO | |||||||
| DIRECTOR | 5.00 | Yes (X) | $18,750 | $0 | $0 | ||
| LINDA COWAN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $18,750 | $0 | $0 | ||
| ROBERT FOLLETT | |||||||
| DIRECTOR | 5.00 | Yes (X) | $22,500 | $0 | $0 | ||
| WILLIAM MELBERG | |||||||
| DIRECTOR | 5.00 | Yes (X) | $18,750 | $0 | $0 | ||
| RICH RUTKOWSKI | |||||||
| DIRECTOR | 5.00 | Yes (X) | $18,750 | $0 | $0 | ||
| BRETT SPOONER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $21,663 | $0 | $0 | ||
| PETER SMITH | |||||||
| DIRECTOR | 5.00 | Yes (X) | $19,587 | $0 | $0 | ||
| MARTIN VALADEZ TORRES | |||||||
| DIRECTOR | 5.00 | Yes (X) | $22,500 | $0 | $0 | ||
| DON C MILLER | |||||||
| PRESIDENT/CEO | 50.00 | Yes (X) | $1,777,884 | $0 | $728,312 | ||
| APRONIANO LABONITE | |||||||
| EVP TEAM ENGAGEMENT (THRU 06/22) | 50.00 | Yes (X) | $704,857 | $0 | $17,807 | ||
| RICHARD WADDLE | |||||||
| EVP ACCOUNTING & FINANCE | 50.00 | Yes (X) | $430,236 | $0 | $52,784 | ||
| CHERYL BROWN | |||||||
| EVP OF MEMBER SUPPORT & SERVICE | 50.00 | Yes (X) | $320,564 | $0 | $64,901 | ||
| KEVEN GRAY | |||||||
| EVP OF MEMBER FULFILLMENT | 50.00 | Yes (X) | $319,807 | $0 | $74,009 | ||
| CHERYL ADAMSON | |||||||
| EVP OF LEGAL & ADMINISTRATION | 50.00 | Yes (X) | $249,962 | $0 | $52,993 | ||
| ANDREW CHUNG | |||||||
| VP OF IT | 50.00 | $441,797 | $0 | $46,972 | Yes (X) | ||
| HUEY WANG | |||||||
| VP OF CORE OPERATIONS | 50.00 | $416,099 | $0 | $32,453 | Yes (X) | ||
| ADRIAN SMASNE | |||||||
| VP HOME LOANS | 50.00 | $371,108 | $0 | $32,800 | Yes (X) | ||
| GREGORY PARTCH | |||||||
| COMMERCIAL LOAN OFFICER | 50.00 | $349,074 | $0 | $22,345 | Yes (X) | ||
| RICHARD FISHER | |||||||
| COMMERCIAL LOAN OFFICER | 50.00 | $328,545 | $0 | $47,452 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,956,933 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,172,828 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 129 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COPACINO & FUJIKADO LLC | |||||
| 1425 4TH AVE SUITE 700 | SEATTLE | WA | 98101 | MARKETING PRODUCTION | $5,654,590 |
| COOK SOLUTIONS GROUP | |||||
| 9225 NE CASCADES PARKWAY | PORTLAND | OR | 97220 | SECURITY SERVICES | $3,119,977 |
| FISERV | |||||
| 75 REMITTANCE DR SUITE 6942 | CHICAGO | IL | 60675 | DATA PROCESSING PROVIDER | $2,456,702 |
| LENDING SOLUTIONS INC | |||||
| 2200 POINT BLVD | ELGIN | IL | 60123 | CALL CENTER OVERFLOW | $1,324,125 |
| BANLIN CONSTRUCTION | |||||
| 320 W COLUMBIA DR | KENNEWICK | WA | 99336 | BUILDING CONSTRUCTION | $1,273,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 89 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| LOAN INTEREST | 522100 | $165,798,818 | $165,798,818 | |
| VISA/DEBIT CARD INCOME | 522100 | $21,798,827 | $21,798,827 | |
| FEES & CHARGES INCOME | 522100 | $18,114,096 | $17,904,212 | $209,884 |
| OTHER INCOME | 522100 | $3,972,551 | $3,277,968 | $694,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $209,684,292 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,605,719 | TotalRevenueColumnAmt |
| Exclusion | $6,605,719 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $626,814 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $626,814 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $626,814 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $32,651 | UnrelatedBusinessRevenueAmt |
| Exclusion | $594,163 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,124,738 | SecuritiesAmt |
| Other | $582,713 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $763,992 | SecuritiesAmt |
| Other | $680,152 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,360,746 | SecuritiesAmt |
| Other | -$97,439 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,263,307 | TotalRevenueColumnAmt |
| Exclusion | $2,263,307 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219,180,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $208,779,825 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $937,118 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,463,189 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,410 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,240,338 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,489,687 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,147,869 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,578,941 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,522,505 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,798 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,556 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,753,021 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,513,669 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,626,145 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,529,966 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,353,866 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,875 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,777,825 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,441,110 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,960 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAXES | $64,923 |
| PROV FOR LOAN LOSS | $19,570,407 |
| CREDIT/COLLECTION COSTS | $8,402,430 |
| FRAUD EXPENSE | $1,696,372 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,949,862 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,685,535 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,151,286 | BOYAmt |
| EOY | $436,125,604 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,818,525 | BOYAmt |
| EOY | $52,488,802 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,422,267 | BOYAmt |
| EOY | $27,631,296 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,748,696,601 | BOYAmt |
| EOY | $4,403,386,406 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,637,928 | BOYAmt |
| EOY | $9,260,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $180,661,521 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,707,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,284,189 | BOYAmt |
| EOY | $119,954,009 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,725,213 | BOYAmt |
| EOY | $386,892,480 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,010 | BOYAmt |
| EOY | $375,010 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,665,864 | BOYAmt |
| EOY | $84,146,225 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,638,679 | BOYAmt |
| EOY | $73,754,971 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,984,415,562 | BOYAmt |
| EOY | $5,594,015,267 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,624,279 | BOYAmt |
| EOY | $55,986,430 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,052 | BOYAmt |
| EOY | $1,052,602 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,272,811 | BOYAmt |
| EOY | $71,039 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,010,000 | BOYAmt |
| EOY | $492,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,364,846,125 | BOYAmt |
| EOY | $4,554,639,744 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,494,214,267 | BOYAmt |
| EOY | $5,104,249,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,201,295 | BOYAmt |
| EOY | $489,765,452 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,201,295 | BOYAmt |
| EOY | $489,765,452 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,984,415,562 | BOYAmt |
| EOY | $5,594,015,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,494,597 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$29,350,648 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$579,792 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $50,953 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $50,593 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $50,593 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION LEGISLATIVE ACTION FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18000 INTERNATIONAL BLVD SUITE 350 | AddressLine1Txt |
| City | SEATAC | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910616262 | EIN |
| Paid Internal Funds | $50,593 | PaidInternalFundsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-C, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE CREDIT UNIONS ONLY INDIRECT POLITICAL CAMPAIGN ACTIVITY IS A CONTRIBUTION TO THE CREDIT UNION LEGISLATION ACTION COMMITTEE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,054,091 | OtherCostOrOtherBasisAmt |
| Book Value | $22,054,091 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,400,688 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,198,189 | DepreciationAmt |
| Book Value | $78,202,499 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,092,193 | OtherCostOrOtherBasisAmt |
| Depreciation | $921,929 | DepreciationAmt |
| Book Value | $1,170,264 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,930,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,587,394 | DepreciationAmt |
| Book Value | $17,343,090 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,184,065 | OtherCostOrOtherBasisAmt |
| Book Value | $1,184,065 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $119,954,009 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOVERNMENT AGENCY DEBENTURE NOTES AND BONDS | $81,738,601 | C |
| INVESTMENTS AVAILABLE FOR SALE | $221,935,497 | F |
| MORTGAGE BACKED SECURITIES | $78,437,472 | C |
| BENEFIT INVESTMENT | $4,780,910 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $386,892,480 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MEMBER DEPOSITS AND ACCOUNTS | $4,542,527,557 |
| DEFERRED COMPENSATION LIABILITY | $12,112,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,554,639,744 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | GESA MAINTAINS FIRST MORTGAGE ESCROWS IN A LIABILITY ACCOUNT ON THE BALANCE SHEET AND MAKES NECESSARY PAYMENTS FROM THIS ACCOUNT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 42 | RecipientCnt |
| Cash Grant | $93,410 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PAYMENT OF SCHOLARSHIP AWARDS IS MADE DIRECTLY TO A COLLEGE OR UNIVERSITY UPON VERIFICATION OF THE RECIPIENT'S ENROLLMENT. FAILURE TO MAINTAIN FULL TIME STATUS AT SCHOOL WILL RESULT IN THE CANCELLATION OF SCHOLARSHIPS AND ALL UNUSED FUNDS ARE RETURNED TO GESA CREDIT UNION. THE ORGANIZATION KEEPS RECEIPTS, HOWEVER, THE ORGANIZATION DOES NOT HAVE A PROCESS IN PLACE TO TRACK THE ELIGIBILITY FOR DONATIONS OTHER THAN THAT THE DONATIONS ARE TO REPUTABLE ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DON C MILLER | ||||||||||||||
| PRESIDENT/CEO | $810,634 | $0 | $178,365 | $0 | $788,885 | $0 | $703,112 | $0 | $25,200 | $0 | $2,506,196 | $0 | $750,000 | $0 |
| APRONIANO LABONITE | ||||||||||||||
| EVP TEAM ENGAGEMENT (THRU 06/22) | $129,119 | $0 | $40,284 | $0 | $535,454 | $0 | $3,396 | $0 | $14,411 | $0 | $722,664 | $0 | $0 | $0 |
| ANDREW CHUNG | ||||||||||||||
| VP OF IT | $215,623 | $0 | $24,386 | $0 | $201,788 | $0 | $20,238 | $0 | $26,734 | $0 | $488,769 | $0 | $0 | $0 |
| RICHARD WADDLE | ||||||||||||||
| EVP ACCOUNTING & FINANCE | $368,378 | $0 | $51,122 | $0 | $10,736 | $0 | $21,532 | $0 | $31,252 | $0 | $483,020 | $0 | $0 | $0 |
| HUEY WANG | ||||||||||||||
| VP OF CORE OPERATIONS | $191,456 | $0 | $23,281 | $0 | $201,362 | $0 | $12,331 | $0 | $20,122 | $0 | $448,552 | $0 | $0 | $0 |
| ADRIAN SMASNE | ||||||||||||||
| VP HOME LOANS | $194,860 | $0 | $164,785 | $0 | $11,463 | $0 | $10,660 | $0 | $22,140 | $0 | $403,908 | $0 | $0 | $0 |
| KEVEN GRAY | ||||||||||||||
| EVP OF MEMBER FULFILLMENT | $280,577 | $0 | $26,658 | $0 | $12,572 | $0 | $47,092 | $0 | $26,917 | $0 | $393,816 | $0 | $0 | $0 |
| CHERYL BROWN | ||||||||||||||
| EVP OF MEMBER SUPPORT & SERVICE | $279,654 | $0 | $28,455 | $0 | $12,455 | $0 | $43,476 | $0 | $21,425 | $0 | $385,465 | $0 | $0 | $0 |
| RICHARD FISHER | ||||||||||||||
| COMMERCIAL LOAN OFFICER | $191,803 | $0 | $135,770 | $0 | $972 | $0 | $18,051 | $0 | $29,401 | $0 | $375,997 | $0 | $0 | $0 |
| GREGORY PARTCH | ||||||||||||||
| COMMERCIAL LOAN OFFICER | $157,178 | $0 | $191,370 | $0 | $526 | $0 | $10,978 | $0 | $11,367 | $0 | $371,419 | $0 | $0 | $0 |
| CHERYL ADAMSON | ||||||||||||||
| EVP OF LEGAL & ADMINISTRATION | $221,654 | $0 | $16,025 | $0 | $12,283 | $0 | $43,100 | $0 | $9,893 | $0 | $302,955 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | DON MILLER, PRESIDENT/CEO, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT ACCRUED IN 2022 WAS $724,334. THE AMOUNT DISTRIBUTED WAS $750,000. RICHARD WADDLE, EVP OF ACCOUNTING & FINANCE, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT CONTRIBUTED IN 2022 WAS $15,493. APRONIANO LABONITE, EVP OF TEAM ENGAGEMENT, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT ACCRUED IN 2022 WAS $4,246. CHERYL BROWN, EVP OF MEMBER SUPPORT & SERVICE, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT ACCRUED IN 2022 WAS $25,164. KEVEN GRAY, EVP OF MEMBER FULFILLMENT, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT ACCRUED IN 2022 WAS $28,485. CHERYL ADAMSON, EVP OF LEGAL & ADMINISTRATION, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT ACCRUED IN 2022 WAS $22,593. ANDREW CHUNG, VP OF IT, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT ACCRUED IN 2022 WAS $12,514. THE AMOUNT DISTRIBUTED WAS $198,157. HUEY WANG, VP OF IT CORE OPERATIONS, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT ACCRUED IN 2022 WAS $6,697. THE AMOUNT DISTRIBUTED WAS $196,908. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CREDIT UNION IS COMPOSED OF ONE CLASS OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CREDIT UNION MEMBERS ELECT MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ASSISTANT CONTROLLER AND THE VP OF ACCOUNTING AND FINANCE REVIEW THE CREDIT UNION'S FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CREDIT UNION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH EMPLOYEE HAS THE RESPONSIBILITY FOR DEMONSTRATING THEIR COMPLIANCE WITH THIS POLICY, AND ALL POTENTIAL EMPLOYEES WILL REVIEW AND SIGN THIS POLICY BEFORE CONSIDERATION FOR EMPLOYMENT. THE CONFLICT OF INTEREST POLICY IS MONITORED DURING BOARD MEETINGS. BOARD CONFLICT DECLARATION AND POLICY ADHERENCE IS DOCUMENTED IN THE BOARD MEETING MINUTES. NO DIRECTOR OR COMMITTEE MEMBER OF THE CREDIT UNION IS ALLOWED TO PARTICIPATE IN THE DELIBERATION OF ANY QUESTION AFFECTING THEIR OWN FINANCIAL INTEREST. SUCH DIRECTOR OR COMMITTEE MEMBER WILL WITHDRAW FROM THE DELIBERATION AND DECISION UPON SUCH INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CREDIT UNION'S PROCEDURES FOR DETERMINING COMPENSATION OF THE CEO INCLUDE COMPENSATION SURVEYS AND APPROVAL BY THE BOARD. COMPENSATION IS REVIEWED ON AN ANNUAL BASIS AND DOCUMENTED IN THE MEETING MINUTES OF THE EXECUTIVE BOARD SESSION. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORMS 1024 AND 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN OTHER COMPREHENSIVE INCOME -579,792. |
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