MOUNTAIN WEST CREDIT UNION ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MOUNTAIN WEST CREDIT UNION ASSOCIATION (EIN 84-0375111)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201913119349300726
- Schema version
- 2018v3.1
- 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 | 2019-11-07T11:58:23-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 EAST WILLIAMS CIRCLE STE 5000 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840375111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN WEST CREDIT UNION ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 8004771697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 GRANT ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAUN ONGSTAD | PersonNm |
| Person Title | SENIOR VP | PersonTitleTxt |
| Phone | 8004771697 | PhoneNum |
| Signature | 2019-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA ADAMS | PreparerPersonNm |
| PTIN | P00854368 | PTIN |
| Phone | 5207903500 | PhoneNum |
| Preparation | 2019-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-04 | IPDt |
| IP Tm | 15:38:32 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3605098DE1C5714001CCA2EBA3FCCF3F67934A02 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8ECECD2934116A1446D5A984C58DA1E2D1128512 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT EARL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 GRANT ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,803,270 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MWCUA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO PROTECT, PROMOTE AND PERPETUATE THE CREDIT UNION MOVEMENT IN ARIZONA, COLORADO AND WYOMING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,007,103 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,015,991 | CYProgramServiceRevenueAmt |
| PY Investment Income | $354,494 | PYInvestmentIncomeAmt |
| CY Investment Income | $609,663 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$376,610 | PYOtherRevenueAmt |
| CY Other Revenue | $565,112 | CYOtherRevenueAmt |
| PY Total Revenue | $3,984,987 | PYTotalRevenueAmt |
| CY Total Revenue | $5,190,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,341,926 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,546,719 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,997,079 | PYOtherExpensesAmt |
| CY Other Expenses | $1,881,867 | CYOtherExpensesAmt |
| PY Total Expenses | $4,339,005 | PYTotalExpensesAmt |
| CY Total Expenses | $4,428,586 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$354,018 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $762,180 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,321,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,666,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $462,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $709,917 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,858,314 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,956,993 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROTECT, PROMOTE AND PERPETUATE THE CREDIT UNION MOVEMENT IN ARIZONA, COLORADO AND WYOMING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE ASSOCIATION PROVIDES EDUCATION AND TRAINING PROGRAMS AND CONFERENCES FOR MEMBER CREDIT UNIONS. SUCH PROGRAMS AND CONFERENCES HELP CREDIT UNION STAFF, MANAGEMENT AND VOLUNTEERS DEVELOP THE SKILLS THEY NEED TO GROW THEIR CREDIT UNION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE ASSOCIATION'S ADVOCACY DEPARTMENT PROVIDES ARIZONA, COLORADO AND WYOMING CREDIT UNIONS WITH LEGISLATIVE, POLITICAL, GRASSROOTS, LEGAL AND REGULATORY SUPPORT. THE FUNCTION OF THE ADVOCACY TEAM IS TO CREATE A POSITIVE REGULATORY AND LEGISLATIVE ENVIRONMENT FOR STATE AND FEDERALLY CHARTERED CREDIT UNIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE ASSOCIATION ALSO PROVIDES COMPLIANCE ADVICE AND WEEKLY COMMUNICATION TO ITS CREDIT UNION MEMBERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | 0 | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN WEST CREDIT UNION ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004471697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 GRANT ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JIM YATES | |||||||
| CHAIRMAN | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY CURTIS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG MILLS | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN CURTIS | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB RAMIREZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE DOSS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN UCHIDA | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HIGGINSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KERRY SPRADLING | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD MARKSBERRY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FARIES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT EARL | |||||||
| PRESIDENT/CEO | 20.00 | $0 | $945,485 | $83,447 | Yes (X) | ||
| TIM DORE | |||||||
| SENIOR VP | 40.00 | $0 | $169,188 | $47,100 | Yes (X) | ||
| DAN SANTANGELO | |||||||
| SENIOR VP | 28.00 | $0 | $168,928 | $48,344 | Yes (X) | 12.00 | |
| MARK ROBEY | |||||||
| SENIOR VP | 24.00 | $0 | $155,025 | $40,056 | Yes (X) | 16.00 | |
| SHAUN ONGSTAD | |||||||
| SENIOR VP | 20.00 | $0 | $150,763 | $42,637 | Yes (X) | 20.00 | |
| PATRICIA HAZELETT | |||||||
| DIR. OF CORP COMM | 24.00 | $0 | $94,749 | $29,769 | Yes (X) | 16.00 | |
| CHRISTOPHER KEMM | |||||||
| VP POLITICAL AFFAIRS | 40.00 | $0 | $110,569 | $19,460 | Yes (X) | ||
| NICOLE BRUSEWITZ | |||||||
| VP EDUCATION AND EVENTS | 40.00 | $0 | $96,366 | $28,106 | Yes (X) | ||
| MELIA HEIMBUCK | |||||||
| DIR. OF COMPLIANCE OPERATIONS | 4.00 | $0 | $100,069 | $14,663 | Yes (X) | 36.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,991,142 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $353,582 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BROADMOOR | |||||
| PO BOX 1439 | COLORADO SPRINGS | CO | 809011439 | HOTEL & CONVENTION | $349,632 |
| PEREGRINE LEADERSHIP INSTITUTE | |||||
| PO BOX 741 | GILLETTE | WY | 82717 | EDUCATION | $153,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES AND ASSESSMENTS | 900099 | $2,455,133 | $2,455,133 |
| ADMINISTRATION & SUPPORT FEES | 611430 | $773,111 | $773,111 |
| ANNUAL MEETING | 611430 | $423,011 | $423,011 |
| EDUCATION PROGRAMS | 611430 | $364,736 | $364,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,015,991 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,675 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $123,675 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,098,492 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,612,504 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $485,988 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $485,988 | TotalRevenueColumnAmt |
| Exclusion | $485,988 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EQUITY INCOME OF SUBSIDIARY | 900099 | $564,846 | $564,846 |
| MISC INCOME | 900099 | $266 | $266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $565,112 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,190,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,704,778 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $485,988 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,052,307 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,310 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,203 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,899 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,186 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,625 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,602 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,968 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,858 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,997 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,804 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,999 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,736 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,024 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,316 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,984 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,931 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,838 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| COST OF EDUCATION PROGR | $647,158 |
| DUES & SUBSCRIPTIONS | $57,233 |
| TELEPHONE | $49,724 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,884 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,428,586 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,022 | BOYAmt |
| EOY | $360,148 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,003 | BOYAmt |
| EOY | $126,436 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,156 | BOYAmt |
| EOY | $58,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $389,179 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,107 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $327,072 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,683,578 | BOYAmt |
| EOY | $4,056,539 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,663,172 | BOYAmt |
| EOY | $12,228,018 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,310 | BOYAmt |
| EOY | $510,310 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,321,241 | BOYAmt |
| EOY | $17,666,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,491 | BOYAmt |
| EOY | $487,463 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,317 | BOYAmt |
| EOY | $13,512 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,119 | BOYAmt |
| EOY | $208,942 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,927 | BOYAmt |
| EOY | $709,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,858,314 | BOYAmt |
| EOY | $16,956,993 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,858,314 | BOYAmt |
| EOY | $16,956,993 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,321,241 | BOYAmt |
| EOY | $17,666,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $762,180 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$663,501 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $136,738 | PoliticalExpendituresAmt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $389,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,107 | DepreciationAmt |
| Book Value | $327,072 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $327,072 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $12,060,922 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CUNA STRATEGIC SERVICES, INC | $67,096 | C |
| CERTIFICATES OF DEPOSIT | $100,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,228,018 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED COMPENSATED ABSENCES | $192,995 |
| ACCRUED POST RETIREMENT BENEFIT | $15,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $208,942 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION QUALIFIES FOR AND HAS RECEIVED EXEMPTION AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ASSOCIATION'S SUBSIDIARY IS A TAXABLE ENTITY AND, THEREFORE, FEDERAL AND STATE INCOME TAXES HAVE BEEN PROVIDED FOR ON THE SUBSIDIARY'S INCOME. THE COMPANY'S ACCOUNTING POLICY UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, IS TO RECOGNIZE IN ITS FINANCIAL STATEMENTS ONLY THOSE TAX BENEFITS (REPORTED OR TO BE REPORTED IN ITS TAX RETURNS) WHEN IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE RELEVANT TAXING AUTHORITY. MANAGEMENT CURRENTLY BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT ALL OF ITS SIGNIFICANT TAX POSITIONS, INCLUDING POSITIONS RELATED TO THE UNRELATED BUSINESS INCOME TAX (UBIT), WOULD BE SUSTAINED ON EXAMINATION BY RELEVANT TAXING AUTHORITIES. ADDITIONALLY, NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL INCOME TAX RETURNS RELATED TO UBIT HAVE NOT BEEN FILED AS MANAGEMENT CURRENTLY BELIEVES THAT NONE OF THE ASSOCIATION'S ACTIVITIES ARE UNRELATED TO ITS EXEMPT PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT EARL | ||||||||||||||
| PRESIDENT/CEO | $0 | $428,008 | $0 | $501,401 | $0 | $16,076 | $0 | $61,903 | $0 | $21,544 | $0 | $1,028,932 | $0 | $0 |
| TIM DORE | ||||||||||||||
| SENIOR VP | $0 | $160,011 | $0 | $3,150 | $0 | $6,027 | $0 | $20,999 | $0 | $26,101 | $0 | $216,288 | $0 | $0 |
| DAN SANTANGELO | ||||||||||||||
| SENIOR VP | $0 | $156,857 | $0 | $1,798 | $0 | $10,273 | $0 | $36,897 | $0 | $11,447 | $0 | $217,272 | $0 | $0 |
| MARK ROBEY | ||||||||||||||
| SENIOR VP | $0 | $143,682 | $0 | $1,717 | $0 | $9,626 | $0 | $14,649 | $0 | $25,407 | $0 | $195,081 | $0 | $0 |
| SHAUN ONGSTAD | ||||||||||||||
| SENIOR VP | $0 | $140,910 | $0 | $1,490 | $0 | $8,363 | $0 | $33,610 | $0 | $9,027 | $0 | $193,400 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CURRENT YEAR AMOUNT WAS $1,747 WHICH WAS INCLUDED IN THE OFFICER'S TAXABLE COMPENSATION. |
| PART I, LINE 4B | ALL OFFICERS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATE IN A NONQUALIFIED DEFERRED COMPENSATION PLAN SPONSORED BY A RELATED ORGANIZATION (THE ASSOCIATION'S WHOLLY OWNED SUBSIDIARY, CREDIT UNION STRATEGIC PARTNERS, INC.(STRATEGIC PARTNERS)).THE AMOUNT CONTRIBUTED TO THE PLAN BY THE STRATEGIC PARTNERS IS EQUAL TO 2% OF THE PARTICIPANT'S COMPENSATION PLUS ONE TO ONE MATCHING OF THE COMPENSATION THE PARTICIPANT HAS ELECTED TO DEFER UP TO 3% (TOTAL MATCHING OF 5%). A NONQUALIFIED DEFERRED COMPENSATION PLAN HAS BEEN ESTABLISHED AND SPONSORED BY STRATEGIC PARTNERS FOR THE BENEFIT OF THE ORGANIZATIONS' CEO. THE CEO MUST BE CONTINUOUSLY EMPLOYED FOR A CERTAIN NUMBER OF YEARS TO EARN THE DEFERRED COMPENSATION PAYMENT. THE PLAN IS UNFUNDED, AND AMOUNTS ACCRUED UNDER THE PLAN BY STRATEGIC PARTNERS FOR 2018 WERE $110,000, WITH NO AMOUNT ALLOCATED TO THE ASSOCIATION. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION STRATEGIC PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WHOLLY OWNED SUBSIDIARY | RelationshipDescriptionTxt |
| Transaction | $62,781 | TransactionAmt |
| Transaction | RENT PAID | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE ASSOCIATION CONSIST OF STATE AND FEDERAL CREDIT UNIONS HAVING THEIR PRINCIPAL OFFICE LOCATED IN THE STATES OF ARIZONA, COLORADO, OR WYOMING. A CREDIT UNION HAVING ITS PRINCIPAL OFFICE OUTSIDE THE STATE OF ARIZONA, COLORADO OR WYOMING MAY BE AN ASSOCIATE CREDIT UNION MEMBER FOR THE ASSOCIATION PROVIDED THE CREDIT UNION MAINTAINS A PHYSICAL OFFICE WITHIN THE STATES OF ARIZONA, COLORADO, OR WYOMING AND MEETS CERTAIN OTHER CONDITIONS. SUCH ASSOCIATE CREDIT UNION MEMBER SHALL HAVE THE SAME VOTING RIGHTS AS MEMBER CREDIT UNIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS THROUGH AN ELECTION PROCESS AS OUTLINED IN THE BYLAWS. THE TERMS OF DIRECTORS ARE GENERALLY THREE YEARS AND ARE STAGGERED WITHIN EACH CLASS. EACH MEMBER HAS ONE VOTE FOR EACH DIRECTORSHIP IN THEIR STATE ONLY. ALL ELECTIONS FOR DIRECTORS SHALL BE DETERMINED BY PLURALITY VOTE, AND CONCLUDE ANNUALLY AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF GOVERNING BODY REQUIRING APPROVAL BY THE MEMBERSHIP INCLUDE: EXPULSION OF A MEMBER (2/3 VOTE), AMEND THE BYLAWS (MAJORITY VOTE), AND AMEND THE CERTIFICATE OF INCORPORATION (2/3 VOTE. IN THE EVENT OF DISSOLUTION OF THE ASSOCIATION, ALL ASSETS WILL BE LIQUIDATED, AND ALL CREDITORS WILL BE PAID IN FULL, AFTER WHICH DISTRIBUTION WILL BE MADE TO THE MEMBER CREDITS UNIONS IN PROPORTION TO THE DUES PAID BY THEM IN THAT YEAR IN WHICH LIQUIDATION COMMENCED. ASSOCIATE MEMBERS SHALL NOT BE ENTITLED TO ANY DISTRIBUTION OF MONEY OR PROPERTY UPON LIQUIDATION OR OTHERWISE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ASSOCIATION'S CPA FIRM AND THEN REVIEWED THOROUGHLY BY THE ASSOCIATION'S SENIOR VP/CU ENGAGEMENT BEFORE THE FORM 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO - THE REVIEW IS DONE ANNUALLY BY KGA (OUTSIDE CONSULTING FIRM) WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. KGA PREPARES COMPARABLE DATA AND MONITORS THE REVIEW PROCESS. OTHER OFFICERS AND KEY EMPLOYEES - DIRECT SUPERVISOR REVIEWS ANNUALLY AND PREPARES A WRITTEN EVALUATION THAT IS REVIEWED BY THE EMPLOYEE AND SIGNED, THE KGA COMPEASE PROGRAM IS USED TO DETERMINE SALARIES BASED ON THE COMPETENCIES AND REQUIRED SKILL LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC EXCEPT UPON REQUEST AND APPROVAL BY KEY MANAGEMENT. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN WEST CU FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 GRANT ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742232424 | EIN |
| Primary Activities | 501(C)(3) | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION STRATEGIC PARTNER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 GRANT STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840620601 | EIN |
| Primary Activities | CREDIT UNION SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $2,125,267 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $13,678,913 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CREDIT UNION STRATEGIC PARTNERS | ||
| J | $62,781 | MARKET RENT |
| CREDIT UNION STRATEGIC PARTNERS | ||
| P | $147,984 | COST |
| CREDIT UNION STRATEGIC PARTNERS | ||
| O | $773,112 | COST |
Comments