2022-11-10T12:54:21-07:00 2021-12-31 990 2021-01-01 930465543 MARION AND POLK SCHOOLS CREDIT UNION MARI 5035880181 PO Box 12398 Salem OR 97309 Mel Monroe VP of Finance 5035880181 2022-06-02 1 11 0 AAL2 2021 2022-09-23 18:48:47Z Maps Credit Union Mark Zook 451 Division St NE Salem OR 97301 55491441 0 X www.mapscu.com X Non-Profit 1935 OR Create and maintain long-term, mutually beneficial relationships with our members and our employees. 7 7 355 12 52801 0 0 0 51300130 52142273 1406015 1899485 937739 1203443 53643884 55245201 1092566 1090208 0 0 19714104 20541855 0 0 0 19401406 21218866 40208076 42850929 13435808 12394272 1044818705 1240763671 948799565 1132425456 96019140 108338215 Create and maintain long-term, mutually beneficial relationships with our members and our employees 0 0 42850929 55245201 Cooperative based financial institution, promotes thrift and affordable financial services. 0 0 0 42850929 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 X 123775 0 1 355 1 1 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 X Mel Monroe 5035880181 PO Box 12398 Salem OR 97309 Mark Zook President/CEO 40 0 X 517214 0 10150 Christopher Federici SVP Portfolio Banking 40 0 X 362073 0 4895 Sharon Whittemore Mortgage Loan Officer 40 0 X 258921 0 9742 Rachel Pross Chief Operations Officer 40 0 X 250638 0 9321 Christopher Giles Chief Experience Officer 40 0 X 244366 0 9318 Toni Silbernagel Chief Revenue Officer 40 0 X 239228 0 8525 Scott Sadler Chief People Officer 40 0 X 215736 0 8577 Charles Daiker SVP Information Technology 40 0 X 200864 0 5355 David DeNos VP Commercial Lending 40 0 X 163339 0 6532 Melvin Monroe SVP Finance and Accounting 40 0 X 158474 0 6319 Barbara Koontz Investment Representative 40 0 X 154987 0 6466 Traci Kendall SVP Retail Operations 40 0 X 154075 0 5128 Jeremy Deglow VP of Operations 40 0 X 146993 0 5572 Timothy Lindemann Mortgage Loan Officer I 40 0 X 144105 0 5683 Sasia Schumacher Mortgage Loan Officer 40 0 X 140498 0 3267 Joe Phillippay Board Chair 2 0 X 0 0 0 Kathy Moore Board Member 2 0 X 0 0 0 Judy Beebe Board Member 2 0 X 0 0 0 Brant Wolf Board Member 2 0 X 0 0 0 Jeff Antrican Board Member 2 0 X 0 0 0 Tom Marks Board Member 2 0 X 0 0 0 Travis Young Board Member 2 0 X 0 0 0 3351511 0 104850 38 0 1 0 CD Redding Construction Inc 2837 22nd St SE Suite 155 Salem OR 97302 Building Construction General Contractor 5443314 PSCU 560 Carillon Parkway St Petersburg FL 33716 Card Processor 4845763 Healthcare Management Administrators 10700 Northup Way Suite 100 Bellevue WA 98004 Healthcare Insurance Admin. 2037614 MasterCard Incorporated 2200 Mastercard Blvd O Fallon MO 63368 Card services 1712065 FISERV PO Box 99924 Grapevine TX 76033 Software Provider 1299052 42 0 0 0 0 0 0 0 0 Interest and Fee Income 522130 52049488 51999552 49936 0 Membership Dues 522130 92785 92785 0 0 0 0 0 0 52142273 1751959 1751959 0 0 0 0 0 0 0 0 0 0 209115 0 0 0 209115 0 209115 209115 0 0 0 393766 0 246240 0 147526 147526 147526 0 0 0 MFS Commissions 522130 994328 991463 2865 0 0 0 0 0 994328 55245201 55192400 52801 0 1090208 0 0 0 2580128 0 13700783 586980 2079520 1594444 0 45941 105161 0 0 0 1828117 396629 2444826 2708784 0 1918929 42455 0 59898 922489 0 1442365 336022 ATM Network Expense 2804278 Provision for Loan Loss 563443 Loan and Lease Expenses 2645474 Bill Payer Services 922609 2031446 42850929 0 0 0 230780550 365698278 0 0 0 0 1013179 988226 5332797 6924862 0 0 728803835 773109104 171024 672893 1262626 1802069 50549074 14841286 28615689 35707788 15196075 16824056 16249966 17790846 0 0 0 0 17392964 21245549 1044818705 1240763671 14006760 15737671 0 0 0 0 0 0 0 0 0 0 0 0 0 0 934792805 1116687785 948799565 1132425456 X 0 0 0 0 96019140 108338215 96019140 108338215 1044818705 1240763671 12394272 -75197 0 0 0 0 X 1 X 1 X 1 0 0 5116559 5116559 0 28575214 2462690 26112524 0 6424096 3881902 2542194 0 10433205 8496694 1936511 0 0 0 0 35707788 Member Deposits and Share Accounts 1116687785 1116687785 X 55245201 0 0 0 0 0 55245201 0 0 0 55245201 42850929 0 0 0 0 0 42850929 0 0 0 42850929 Schedule D, Part X, Line 2 Management has assessed the Credit Union's activities for any potential federal or state income tax liability and determined that the credit union has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. Additionally, no interest or penalties have been recorded in the accompanying consolidated financial statements related to uncertain tax positions. 1 Maps Community Foundation 451 Division St NE Salem OR 97301 470705509 501c3 1090208 0 Each time Credit Union members use the Free Community Checking debit card, Maps donates a penny to Maps Community Foundation for college scholarships, teacher grants, and other community causes. Maps also makes regular, unrestricted contributions to Maps Community Foundation. 1 0 Schedule I, Part I, Line 2 Each time Credit Union members use the Free Community Checking debit card, Maps donates a penny to Maps Community Foundation for college scholarships, teacher grants, and other community causes. Maps also makes regular, unrestricted contributions to Maps Community Foundation. X X X 0 1 0 Mark Zook President/CEO 403798 0 85086 0 28330 0 10150 0 0 0 527364 0 0 0 Christopher Federici SVP Portfolio Banking 148143 0 58949 0 154980 0 4895 0 0 0 366967 0 0 0 Sharon Whittemore Mortgage Loan Officer 50328 0 208593 0 0 0 9742 0 0 0 268663 0 0 0 Rachel Pross Chief Operations Officer 207609 0 42768 0 261 0 9742 0 0 0 260380 0 0 0 Christopher Giles Chief Experience Officer 201309 0 42643 0 414 0 9318 0 0 0 253684 0 0 0 Toni Silbernagel Chief Revenue Officer 191561 0 42818 0 4849 0 8525 0 0 0 247753 0 0 0 Scott Sadler Chief People Officer 193490 0 21471 0 774 0 8577 0 0 0 224312 0 0 0 Charles Daiker SVP Information Technology 162729 0 34264 0 3870 0 5355 0 0 0 206218 0 0 0 David DeNos VP Commercial Lending 128776 0 34509 0 54 0 6532 0 0 0 169871 0 0 0 Melvin Monroe SVP Finance and Accounting 132513 0 25791 0 170 0 6319 0 0 0 164793 0 0 0 Barbara Koontz Investment Representative 19615 0 135254 0 117 0 6466 0 0 0 161452 0 0 0 Traci Kendall SVP Retail Operations 119219 0 34179 0 616 0 5128 0 0 0 159142 0 0 0 Schedule J, Part I, Line 4 Certain key executives participate in 457f or Split Dollar Life Insurance plans. Mark A Zook President/CEO Split-Dollar Loan X 3014488 3080376 0 1 1 Melvin E Monroe SVP of Finance and Accounting Split-Dollar Loan X 1422940 1451382 0 1 1 Rachel Pross Chief Operations Officer Split-Dollar Loan X 895369 898185 0 1 1 Chris Giles Chief Experience Officer Split-Dollar Loan X 1494919 1494919 0 1 1 6924862 Form 990, Part V, Line 3b Will be filing once I get through the new, labyrinthine e-filing process. Form 990, Part VI, Section A, Line 2 Tom Marks, a Board member, and Mark Zook, CEO, along with others are partial owners of a piece of property. Form 990, Part VI, Section A, Line 6 The Credit Union has members. Form 990, Part VI, Section A, Line 7a The Board of Directors are elected by credit union members. Form 990, Part VI, Section A, Line 7b Mergers and removal of directors require member approval. Form 990, Part VI, Section B, Line 11b Form 990 is reviewed by the Financial Analyst and the SVP of Finance. Form 990, Part VI, Section B, Line 12c Annual review of interests and involvements. Form 990, Part VI, Section B, Line 15 Annual compensation reviews are completed. Board compensation committee reviews CEO compensation. Third-party compensation study completed on all positions. Form 990, Part VI, Section C, Line 19 Balance sheet is posted in branch locations. Other financial statements, documents, and policies are available for member review upon request. Maps Service Agency PO Box 12398 Salem OR 97309 930575675 Insurance, mobile banking, background screening OR Marion and Polk Schools Credit Union C 650050 9258492 1 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 Maps Service Agency a-i 1655 Cash paid Maps Service Agency b 500000 Cash paid-additional investment Maps Service Agency j 94236 Cash paid Maps Service Agency l 729717 Cash paid Maps Service Agency m 839932 Cash paid