FIRST COMMUNITY CREDIT UNION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FIRST COMMUNITY CREDIT UNION (EIN 93-0468003)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-29
- IRS object ID
- 202023039349302172
- Schema version
- 2019v5.0
- 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 | 2020-10-29T16:05:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930468003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMUNITY CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID ELMER | InCareOfNm |
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 5413962145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1Txt |
| City | COQUILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ELMER | PersonNm |
| Person Title | PRESIDENTCEO | PersonTitleTxt |
| Phone | 5413962145 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 21010520203031227537 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | O | FilingLicenseTypeCd |
| At Submission Creation Device Id | B9EAFE35467C14670A0E77493BD3ADFA97012CC9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B9EAFE35467C14670A0E77493BD3ADFA97012CC9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID ELMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1Txt |
| City | COQUILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,103,593 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.myfirstccu.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD LASTING FINANCIAL RELATIONSHIPS THROUGH PERSONALIZED BANKING | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 345 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $2,071,416 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,864,876 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,486,776 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,253,205 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,543,301 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,032,535 | PYOtherRevenueAmt |
| CY Other Revenue | $2,073,516 | CYOtherRevenueAmt |
| PY Total Revenue | $44,150,616 | PYTotalRevenueAmt |
| CY Total Revenue | $48,103,593 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,725 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,835,962 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,396,716 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,876,890 | PYOtherExpensesAmt |
| CY Other Expenses | $13,626,682 | CYOtherExpensesAmt |
| PY Total Expenses | $31,717,252 | PYTotalExpensesAmt |
| CY Total Expenses | $35,028,123 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,433,364 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,075,470 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,105,525,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,168,074,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $987,876,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,037,315,063 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,648,255 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,759,764 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BUILD LASTING FINANCIAL RELATIONSHIPS THROUGH PERSONALIZED BANKING | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | ALL ACTIVITIES OF A STATE CHARTERED CREDIT UNION, INCLUDING FUNDING AND SERVICING OF LOANS, DEPOSITS, ACH SERVICES, ATM ACCESS, ETC. SERVICES ARE PROVIDED MONDAY THROUGH FRIDAY, WITH THE EXCEPTION OF FEDERAL HOLIDAYS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1096 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 345 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE NELSON | PersonNm |
| Phone | 5413962145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1Txt |
| City | COQUILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97423 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEVE MOHRLAND | ||||||||
| BOARD MEMBER CHAIRMAN | 1.000 | Yes (X) | Yes (X) | $17,625 | $0 | $0 | ||
| SHAUN HOBACK | ||||||||
| BOARD MEMBER VICECHAIR | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| ROBIN MCALPIN | ||||||||
| BOARD MEMBER SECRETARY | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| LINDA FURMAN GRILE | ||||||||
| BOARD MEMBER TREASURER | 1.000 | Yes (X) | Yes (X) | $15,000 | $15,000 | $0 | 1.000 | |
| ELIZABETH DAVIS | ||||||||
| BOARD MEMBER FMR CHAIR | 1.000 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAN GIBSON | ||||||||
| BOARD MEMBER | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| FRANK SPROUL | ||||||||
| BOARD MEMBER | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| BRIAN MENEFEE | ||||||||
| BOARD MEMBER | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| DENNIS ERICKSON | ||||||||
| BOARD MEMBER | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| GERALD PRICKETT | ||||||||
| BOARD MEMBER | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| HALL THOMAS | ||||||||
| BOARD MEMBER | 1.000 | Yes (X) | Yes (X) | $17,000 | $0 | $0 | ||
| JUNE CHADBOURNE | ||||||||
| BOARD MEMBER | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| HARVEY DENNEY | ||||||||
| BOARD MEMBER | 1.000 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | ||
| DAVID ELMER | ||||||||
| PRESIDENTCEOTREAS | 40.00 | Yes (X) | $949,204 | $0 | $0 | |||
| RENEE NELSON | ||||||||
| EVPCFO | 40.00 | Yes (X) | $698,915 | $0 | $0 | |||
| DENISE HILL | ||||||||
| EVPCOO | 40.00 | Yes (X) | $304,620 | $0 | $0 | |||
| JOHN NICOLAUS | ||||||||
| VP OF INVESTMENT SERV | 40.00 | $402,491 | $0 | $0 | Yes (X) | |||
| WENDY OSGOOD | ||||||||
| SVP BRANCH ADMIN | 40.00 | $177,531 | $0 | $0 | Yes (X) | |||
| DENISE DEWALD | ||||||||
| VP OF OPERATIONS | 40.00 | $169,739 | $0 | $0 | Yes (X) | |||
| SUSAN HARRINGTON | ||||||||
| VP OF SALES | 40.00 | $163,642 | $0 | $0 | Yes (X) | |||
| ERIN SPENCER | ||||||||
| SVP COMM ENGAGEMENT | 40.00 | $160,154 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,210,921 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,000 | TotReportableCompRltdOrgAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AUSLAND GROUP | |||||
| 3935 HIGHLAND AVE | GRANTS PASS | OR | 97526 | ARCHITECTUAL SERVICES | $8,303,207 |
| HARMON CONSTRUCTION | |||||
| 61393 HWY 101 | COOS BAY | OR | 97420 | BUILDING SERVICES | $2,469,950 |
| GB CONSTRUCTION | |||||
| 56575 ROTH RD | COQUILLE | OR | 97423 | BUILDING SERVICES | $1,010,610 |
| JACK HENRY | |||||
| PO BOX 609 | MONETT | MO | 65708 | DATA SUPPORT | $781,705 |
| DIEBOLD | |||||
| PO BOX 643543 | PITTSBURGH | PA | 15264 | ATM SUPPORT | $695,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON LOANS | 522100 | $29,301,357 | $29,301,357 |
| OTHER OPERATING INCOME | 522100 | $10,185,419 | $10,185,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,486,776 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,523,801 | TotalRevenueColumnAmt |
| Exclusion | $6,523,801 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,100 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,100 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,100 | TotalRevenueColumnAmt |
| Exclusion | $2,100 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $19,500 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $19,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,500 | TotalRevenueColumnAmt |
| Exclusion | $19,500 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| INSURANCE SALES | 524126 | $1,112,813 | $1,112,813 |
| NON-MEMBER ATM INCOME | 900099 | $127,328 | $127,328 |
| INVESTMENT SERVICES | 523920 | $831,275 | $831,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,071,416 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,103,593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,486,776 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,071,416 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,545,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,725 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,037,649 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,168,725 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,986 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026,926 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,817,430 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,552 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,726 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,796 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,917 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,564,246 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,459,116 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,875,107 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,666 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,941 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,884,471 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,439 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,776 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROVISIONS FOR LOAN LOSSES | $213,248 |
| REGULATORY FEES | $109,783 |
| ASSOCIATION DUES | $128,898 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,028,123 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,887,568 | BOYAmt |
| EOY | $8,983,479 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,212,360 | BOYAmt |
| EOY | $208,083,682 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,922 | BOYAmt |
| EOY | $3,915 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,687,886 | BOYAmt |
| EOY | $778,522,427 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,077 | BOYAmt |
| EOY | $1,059,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,067,426 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,505,100 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,691,434 | BOYAmt |
| EOY | $43,562,326 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,839,100 | BOYAmt |
| EOY | $93,824,003 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,561 | BOYAmt |
| EOY | $1,400,600 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,146,352 | BOYAmt |
| EOY | $8,967,063 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,859,892 | BOYAmt |
| EOY | $23,667,485 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,105,525,152 | BOYAmt |
| EOY | $1,168,074,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,979,409 | BOYAmt |
| EOY | $4,987,968 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $982,897,488 | BOYAmt |
| EOY | $1,032,327,095 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $987,876,897 | BOYAmt |
| EOY | $1,037,315,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,648,255 | BOYAmt |
| EOY | $130,759,764 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,648,255 | BOYAmt |
| EOY | $130,759,764 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,105,525,152 | BOYAmt |
| EOY | $1,168,074,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,075,470 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $36,039 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,026,294 | OtherCostOrOtherBasisAmt |
| Book Value | $6,026,294 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,055,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,179,578 | DepreciationAmt |
| Book Value | $34,875,677 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,775,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,133,553 | DepreciationAmt |
| Book Value | $2,642,147 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,210,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,191,969 | DepreciationAmt |
| Book Value | $18,208 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,562,326 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,400,600 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,400,600 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| Book Value | $23,667,485 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $23,667,485 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MEMBER SHARES | $500,000,000 |
| MEMBER SHARES | $532,327,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,032,327,095 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|
| STEVE MOHRLAND | ||||||||
| BOARD MEMBER CHAIRMAN | $17,625 | $17,625 | ||||||
| SHAUN HOBACK | ||||||||
| BOARD MEMBER VICECHAIR | $15,000 | $15,000 | ||||||
| ROBIN MCALPIN | ||||||||
| BOARD MEMBER SECRETARY | $15,000 | $15,000 | ||||||
| LINDA FURMAN GRILE | ||||||||
| BOARD MEMBER TREASURER | $15,000 | $15,000 | $15,000 | $15,000 | ||||
| ELIZABETH DAVIS | ||||||||
| BOARD MEMBER FMR CHAIR | ||||||||
| DAN GIBSON | ||||||||
| BOARD MEMBER | $15,000 | $15,000 | ||||||
| FRANK SPROUL | ||||||||
| BOARD MEMBER | $15,000 | $15,000 | ||||||
| BRIAN MENEFEE | ||||||||
| BOARD MEMBER | $15,000 | $15,000 | ||||||
| DENNIS ERICKSON | ||||||||
| BOARD MEMBER | $15,000 | $15,000 | ||||||
| GERALD PRICKETT | ||||||||
| BOARD MEMBER | $15,000 | $15,000 | ||||||
| HALL THOMAS | ||||||||
| BOARD MEMBER | $17,000 | $17,000 | ||||||
| JUNE CHADBOURNE | ||||||||
| BOARD MEMBER | $15,000 | $15,000 | ||||||
| HARVEY DENNEY | ||||||||
| BOARD MEMBER | $15,000 | $15,000 | ||||||
| DAVID ELMER | ||||||||
| PRESIDENTCEOTREAS | $528,750 | $981,851 | $400,000 | $20,454 | $9,500 | $23,147 | ||
| RENEE NELSON | ||||||||
| EVPCFO | $428,461 | $731,562 | $250,000 | $20,454 | $9,500 | $23,147 | ||
| DENISE HILL | ||||||||
| EVPCOO | $284,166 | $321,894 | $20,454 | $9,500 | $7,774 | |||
| JOHN NICOLAUS | ||||||||
| VP OF INVESTMENT SERV | $402,491 | $435,138 | $9,500 | $23,147 | ||||
| WENDY OSGOOD | ||||||||
| SVP BRANCH ADMIN | $175,731 | $202,609 | $1,800 | $9,500 | $15,578 | |||
| DENISE DEWALD | ||||||||
| VP OF OPERATIONS | $168,039 | $202,386 | $1,700 | $9,500 | $23,147 | |||
| SUSAN HARRINGTON | ||||||||
| VP OF SALES | $161,942 | $187,453 | $1,700 | $8,233 | $15,578 | |||
| ERIN SPENCER | ||||||||
| SVP COMM ENGAGEMENT | $158,654 | $183,740 | $1,500 | $8,008 | $15,578 | |||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (27 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Line 2 | ALL ACTIVITIES OF A STATE CHARTERED CREDIT UNION, INCLUDING FUNDING |
| Part III Line 2 | SERVICING OF LOANS, DEPOSITS, ACH SERVICES, ATM ACCESS, MON - FRI |
| Part VI Line 11b | SEE SCHEDULE O |
| Part VI Line 19 | SEE SCHEDULE O |
| VI, SECTION B #6,7a 7b | EACH PERSON WHO HAS PURCHASED A $1 SHARE AND OPENED AN ACCOUNT WITH THE |
| VI, SECTION B #6,7a 7b | ORGANIZATION IS A MEMBER. EACH MEMBER OF THE ORGANIZATION CAN VOTE FOR THE |
| VI, SECTION B #6,7a 7b | MEMBERS OF THE BOARD OF DIRECTORS AS WELL AS OTHER ISSUES THAT ARE BROUGHT |
| VI, SECTION B #6,7a 7b | BEFORE THE MEMBERSHIP TO BE VOTED ON. |
| VI, SECTION B, 11b | THE FORM 990 IS PREPARED BY THE SENIOR VICE PRESIDENT/FINANCE. IT IS |
| VI, SECTION B, 11b | REVIEWED BY THE CHIEF FINANCIAL OFFICER, AND IS THEN PRESENTED TO THE |
| VI, SECTION B, 11b | EXECUTIVE COMMITTEE FOR REVIEW. |
| VI, SECTION B, #12C | THE CREDIT UNION HAS AND MAINTAINS A CONFLICT OF INTEREST POLICY. THE |
| VI, SECTION B, #12C | POLICY INCLUDES MEMBERS OF SENIOR AND EXECUTIVE MANAGEMENT AS WELL |
| VI, SECTION B, #12C | AS BOARD MEMBERS. IF A CONFLICT OF INTEREST WERE TO ARISE, IT WOULD BE |
| VI, SECTION B, #12C | REPORTED AT THE NEXT SCHEDULED BOARD MEETING. VARIOUS CONTROLS ARE |
| VI, SECTION B, #12C | IN PLACE TO HELP DETER THESE TYPES OF RELATIONSHIPS OR TRANSACTIONS |
| VI, SECTION B, #12C | AND IS MONITORED BY MANAGEMENT. THE POLICY IS REVIEWED ANNUALLY FOR ANY |
| VI, SECTION B, #12C | NECESSARY CHANGES OR UPDATES. |
| VI, SECTION B, #15a, 15b | ANNUAL REVIEWS ARE PERFORMED BY THE BOARD FOR THE CEO AT THE BEGINNING |
| VI, SECTION B, #15a, 15b | OF EACH YEAR, USING SALARY SURVEY DATA. tHE PERFORMANCE FOR THE LAST YEAR |
| VI, SECTION B, #15a, 15b | IS ANALYZED AND PAY INCREASES ARE ADMINISTERED AS DEEMED NECESSARY. |
| VI, SECTION B, #15a, 15b | THE CEO DOES THE SAME ANNUAL REVIEW PROCESS WITH THE OTHER OFFICERS |
| VI, SECTION B, #15a, 15b | OF THE ORGANIZATION AND ALSO ADMINISTERS ANY BOARD APPROVED SALARY |
| VI, SECTION B, #15a, 15b | INCREASES AS WARRANTED. |
| VI, SECTION C, #19 | GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST, AS |
| VI, SECTION C, #19 | WELL AS THE MONTHLY FINANCIAL STATEMENTS ARE ALSO POSTED IN THE |
| VI, SECTION C, #19 | BRANCHES FOR REVIEW BY THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON FINANCIAL SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1Txt |
| City | COQUILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930468003 | EIN |
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $919,360 | TotalIncomeAmt |
| End Of Year Assets | $51,805 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMUNITY CU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |