COASTLIFE CREDIT UNION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COASTLIFE CREDIT UNION (EIN 74-1505143)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202503199349300130
- Schema version
- 2024v5.2
- 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 | 2025-11-15T09:36:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741505143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CoastLife Credit Union | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Gina Bryant | InCareOfNm |
| Business Name Control | COAS | BusinessNameControlTxt |
| Phone | 3619925456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6810 Saratoga Boulevard | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BRYANT | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3619925456 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gina K Prince Bryant | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6810 Saratoga Boulevard | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,335,164 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.coastlifecu.com | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | Not-for-Profit | OtherOrganizationDsc |
| Formation | 1935 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To change lives by helping each person navigate their financial journey | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 176 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $101,856 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,861 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,348 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,638,928 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,491,745 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,307,608 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,734,215 | CYInvestmentIncomeAmt |
| PY Other Revenue | $95,285 | PYOtherRevenueAmt |
| CY Other Revenue | $101,856 | CYOtherRevenueAmt |
| PY Total Revenue | $26,050,682 | PYTotalRevenueAmt |
| CY Total Revenue | $29,335,164 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $5,554,316 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $8,270,137 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,053,607 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,584,955 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,757,961 | PYOtherExpensesAmt |
| CY Other Expenses | $14,661,780 | CYOtherExpensesAmt |
| PY Total Expenses | $23,380,884 | PYTotalExpensesAmt |
| CY Total Expenses | $29,531,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,669,798 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$196,708 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $479,449,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $495,568,233 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $431,148,924 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $445,667,841 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,300,515 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,900,392 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To change lives by helping each person navigate their financial journey. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,211,000 | ExpenseAmt |
| Revenue | $18,651,956 | RevenueAmt |
| Desc | Interest on loans for members who are eligible; main expense for this program is the provision for loan loss. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $6,175,975 | RevenueAmt |
| Desc | Fees and Program Revenue and Expense; this is revenue from checking, savings and institutional transactions. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $663,814 | RevenueAmt |
| Desc | Misc Opr Revenue | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,211,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| 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 | Yes (true) | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | 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 | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15545 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 176 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | false | 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 | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA K BRYANT | PersonNm |
| Phone | 3619925456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6810 Saratoga Boulevard | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| GINA BRYANT | |||||||||
| CEO | 40.00 | 0.00 | Yes (X) | $364,236 | $0 | $0 | |||
| SAMUEL LONGORIA | |||||||||
| Chief Lending Officer | 40.00 | 0.00 | Yes (X) | $173,919 | $0 | $0 | |||
| KARI KELLEY | |||||||||
| COO | 40.00 | 0.00 | $118,161 | $0 | $0 | Yes (X) | |||
| MISSY A GARCIA | |||||||||
| VP of Human Resources | 40.00 | 0.00 | $114,368 | $0 | $0 | Yes (X) | |||
| KEN COMBS | |||||||||
| Board of Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| HENRY SANTANA | |||||||||
| Board of Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHRYN ORTIZ | |||||||||
| Board of Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOSE CAVAZOS JR | |||||||||
| Board of Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JESSE GATEWOOD | |||||||||
| Board of Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LYNDA DELEON | |||||||||
| Vice ChairpersonBOD | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANGIE RAMIREZ | |||||||||
| SecretaryBOD | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL SANDROUSSI | |||||||||
| Chairman of the BOD | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAVIER LEAL | |||||||||
| TreasurerBOD | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $770,684 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
|---|---|---|---|---|---|
| FISERV | |||||
| PO Box 208457 | Dallas | TX | 75320 | Core Data Processing | $2,079,934 |
| Think Stack | |||||
| 1300 Thames St 20 | Baltimore | MD | 21231 | Managed Service Provider | $827,722 |
| Digital First Holdings | |||||
| PO Box 760641 | Los Angeles | CA | 90074 | Digital Online Services | $680,950 |
| Nueces County Tax Assessor | |||||
| PO Box 2810 | Corpus Christi | TX | 78403 | Property and Personal Tax | $597,581 |
| Integrated Business Group | |||||
| 5137 Golden Foothill Pkwy Ste 140 | El Dorado Hills | CA | 95762 | General Contractor | $534,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $7,348 | MembershipDuesAmt |
| Total Contributions | $7,348 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Interest on Loans | 900099 | $18,651,956 | $18,651,956 |
| Fees and Program | 900099 | $6,175,975 | $6,175,975 |
| Misc Other Operating Rev | 900099 | $663,814 | $663,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,491,745 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,734,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,734,215 | RelatedOrExemptFuncIncomeAmt |
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 |
|---|---|---|---|
| Warranties | 900099 | $18,600 | $18,600 |
| AD&D Insurance | 900099 | $51,461 | $51,461 |
| ATM Surcharges | 900099 | $31,795 | $31,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $101,856 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,335,164 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,225,960 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $101,856 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,270,137 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,684 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,624,506 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$614,630 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,320 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,075 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,278 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,678 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,796 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,146 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,564 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,961 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,959,304 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,631 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,872 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,329 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,494 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| TotalTotalAmt |
|---|
| $0 |
| $0 |
| $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,805,673 | TotalAmt |
| Program Services | $4,211,000 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,531,872 | TotalAmt |
| Program Services | $4,211,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,438,592 | BOYAmt |
| EOY | $78,923,654 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,565,501 | BOYAmt |
| EOY | $315,159,559 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,596,759 | BOYAmt |
| EOY | $15,439,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,284,634 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,744,933 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,613,184 | BOYAmt |
| EOY | $22,539,701 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,616,592 | BOYAmt |
| EOY | $47,300,621 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,034 | BOYAmt |
| EOY | $17,124 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,596,777 | BOYAmt |
| EOY | $16,187,955 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,449,439 | BOYAmt |
| EOY | $495,568,233 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,103,047 | BOYAmt |
| EOY | $3,938,001 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,045,877 | BOYAmt |
| EOY | $441,729,840 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,148,924 | BOYAmt |
| EOY | $445,667,841 | 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 | $48,300,515 | BOYAmt |
| EOY | $49,900,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,300,515 | BOYAmt |
| EOY | $49,900,392 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,449,439 | BOYAmt |
| EOY | $495,568,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$196,708 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $905,184 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $891,401 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,145,931 | InvestmentCostOrOtherBasisAmt |
| Book Value | $2,145,931 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $20,931,621 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,249,750 | DepreciationAmt |
| Book Value | $16,681,871 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $52,560 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $876 | DepreciationAmt |
| Book Value | $51,684 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,154,522 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $6,494,307 | DepreciationAmt |
| Book Value | $3,660,215 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,539,701 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments | Desc |
| Book Value | $47,300,621 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,300,621 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Liabilities | Desc |
| Amt | $441,729,840 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $441,729,840 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $1,500 | CashGrantAmt |
Schedule J IRS990ScheduleJ
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| GINA BRYANT | |||
| CEO | $358,236 | $6,000 | $364,236 |
| SAMUEL LONGORIA | |||
| Chief Lending Officer | $173,919 | $173,919 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI Line 6 | Members are the accountholders of the credit union. |
| Part VI Line 7a | The accountholders elect the Board of Directors of the credit union. |
| Part VI Line 11b | The Form 990 is available in the board of director portal at least one week |
| Part VI Line 11b | prior to the time of submission. |
| Part VI Line 12c | The Board of Directors are required to disclose any conflict interest |
| Part VI Line 12c | one time annually and any time there is a potential conflict. |
| Part VI Line 15a or b | The CEO compensation merit increase and bonus scale were derived by a |
| Part VI Line 15a or b | third-party. The officer comp is based on a 3rd party scale on assets. |
| Part VI Line 19 | Upon request and notice placed in newsletter as required by regulation. |
| Part IX Line 24e | Other Expenses Total expenses - $2084706.00 Program service expenses - $0.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00 |
| Part IX Line 24e | Provision for Loan Loss Total expenses - $4211000.00 Program service expenses - $4211000.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00 |
| Part IX Line 24e | Special Program Expense Total expenses - $2957571.00 Program service expenses - $0.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00 |
| Part IX Line 24e | Service Charges Total expenses - $552396.00 Program service expenses - $0.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00 |
| Part XI Line 9 | Adjustment to the Defined Benefit Comprehensive Income |
| Part XI Line 9 | balance. |
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