EDUCATIONAL EMPLOYEES CREDIT UNION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL EMPLOYEES CREDIT UNION (EIN 94-1031345)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349309512
- 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 | 2019-11-15T12:13:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954083485 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNER WARREN HWANG & CONRAD ACCTCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH FIRST ST STE 202 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91502 | 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 | 941031345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL EMPLOYEES CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 5594377731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 WEST SHAW AVENUE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH DOOLEY | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 5594377731 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALENTINO CREUS CPA | PreparerPersonNm |
| PTIN | P01054153 | PTIN |
| Phone | 8189549700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.95.190.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 09:07:00 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5829AE763B2B083171F9038F3D504D4D93C431F3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CE33114D2154B012F4898E70A2FCAC7F93E4A984 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH DOOLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 WEST SHAW AVENUE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $129,080,535 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MYEECU.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | CREDIT UNION | OtherOrganizationDsc |
| Formation | 1934 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 588 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $2,013,798 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $790,737 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $88,560,724 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $96,500,306 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,964,072 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,580,229 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $115,524,796 | PYTotalRevenueAmt |
| CY Total Revenue | $129,080,535 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $745,927 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $700,704 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,807,459 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,749,440 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,553,111 | PYOtherExpensesAmt |
| CY Other Expenses | $59,842,231 | CYOtherExpensesAmt |
| PY Total Expenses | $91,106,497 | PYTotalExpensesAmt |
| CY Total Expenses | $96,292,375 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,418,299 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $32,788,160 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,916,276,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,024,628,749 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,570,178,050 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,653,201,427 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $346,098,604 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $371,427,322 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EDUCATIONAL EMPLOYEES CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, EDUCATIONAL EMPLOYEES CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFIT, OR SERVICE OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ACHIEVED SATISFACTORY RESULTS IN PROVIDING MEMBERS WITH CONSUMER LOANS FROM A BROAD ARRAY OF PRODUCT OFFERINGS, INCLUDING VEHICLE LOANS, CREDIT CARDS AND PERSONAL LINES OF CREDIT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACHIEVED SATISFACTORY RESULTS IN PROVIDING MEMBERS WITH MORTGAGE LOANS, INCLUDING FIRST TRUST DEEDS, SECOND TRUST DEEDS AND HOME EQUITY LINES OF CREDIT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACHIEVED SATISFACTORY RESULTS IN PROVIDING MEMBERS WITH A BROAD ARRAY OF DEPOSIT PRODUCT OFFERINGS, INCLUDING A HIGH-YIELD CHECKING ACCOUNT PRODUCT AND A PREMIUM-RATE TIERED SAVINGS PRODUCT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | 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 | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 67791 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 588 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELENA MARTIN CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5594377733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 WEST SHAW AVENUE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MIKE SNELL | |||||||
| CHAIRPERSON | 4.00 | Yes (X) | $2,498 | $0 | $0 | ||
| JOHN TINKER | |||||||
| VICE-CHAIRPERSON | 4.00 | Yes (X) | $2,092 | $0 | $0 | ||
| RICK BROWNING | |||||||
| TREASURER | 2.00 | Yes (X) | $1,496 | $0 | $0 | ||
| CLEO BAUER-PAPAGNI | |||||||
| SECRETARY | 2.00 | Yes (X) | $1,402 | $0 | $0 | ||
| PAUL HOKOKIAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $726 | $0 | $0 | ||
| DAVID ROBERTS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $705 | $0 | $0 | ||
| BARBARA THOMAS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $1,057 | $0 | $0 | ||
| WALTER A FRANZELL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $2,474 | $0 | $0 | ||
| ALI NEKUMANESH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $2,416 | $0 | $0 | ||
| CAROL MUNSHOWER | |||||||
| BOARD MEMBER (EMERITUS) | 2.00 | Yes (X) | $159 | $0 | $0 | ||
| DEREK SCHARTON | |||||||
| BOARD MEMBER (EMERITUS) | 2.00 | Yes (X) | $1,896 | $0 | $0 | ||
| LISA CUTTS | |||||||
| SUPV CMTE CHAIR | 2.00 | Yes (X) | $1,027 | $0 | $0 | ||
| PHILIP NEUFELD | |||||||
| SUPV CMTE SECRETARY | 2.00 | Yes (X) | $1,443 | $0 | $0 | ||
| WILLIAM CLARK | |||||||
| SUPV CMTE MEMBER | 2.00 | Yes (X) | $2,922 | $0 | $0 | ||
| THOMAS BORCHARDT | |||||||
| SUPV CMTE MEMBER | 2.00 | Yes (X) | $1,803 | $0 | $0 | ||
| MICHAEL BERG | |||||||
| SUPV CMTE MEMBER | 2.00 | Yes (X) | $159 | $0 | $0 | ||
| ELIZABETH DOOLEY | |||||||
| CEO | 60.00 | $2,318,108 | $0 | $564,376 | Yes (X) | ||
| BEVERLY RYAN | |||||||
| CFO | 50.00 | $310,602 | $0 | $36,791 | Yes (X) | ||
| MARK PEREZ | |||||||
| CLO | 50.00 | $300,840 | $0 | $67,193 | Yes (X) | ||
| DENDA MATTHEWS | |||||||
| COO | 50.00 | $293,717 | $0 | $45,522 | Yes (X) | ||
| KALYANA SUNDARAM | |||||||
| CIO | 50.00 | $245,583 | $0 | $38,125 | Yes (X) | ||
| BRADLEY TOWERS | |||||||
| FINANCIAL REP | 40.00 | $315,305 | $0 | $27,388 | Yes (X) | ||
| DICK ASHJIAN | |||||||
| SVP RISK MGMT | 50.00 | $265,767 | $0 | $45,749 | Yes (X) | ||
| THOMAS GRAY | |||||||
| SVP HR & FACILITIES | 50.00 | $264,937 | $0 | $56,849 | Yes (X) | ||
| ELENA MARTIN | |||||||
| CONTROLLER | 50.00 | $223,117 | $0 | $29,887 | Yes (X) | ||
| JULIE MATTERN | |||||||
| SVP BRANCHES | 50.00 | $217,576 | $0 | $42,588 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,779,827 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $954,468 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIGITAL INSIGHTINTUIT | |||||
| PO BOX 515306 | LOS ANGELES | CA | 900516606 | ONLINE BANKING SERVICES | $3,198,195 |
| VISA USA | |||||
| PO BOX 60000-FILE 2953 | SAN FRANCISCO | CA | 94160 | VISA/DEBIT CARD | $2,631,646 |
| JEFFREY SCOTT AGENCY | |||||
| 670 P STREET | FRESNO | CA | 93721 | ADVERTISING | $1,810,858 |
| DIEBOLD | |||||
| PO BOX 643543 | PITTSBURGH | PA | 15264 | ATM MAINTENANCE | $1,635,201 |
| DATA STATEMENT | |||||
| 23120 ALICIA PKWY STE 200 | MISSION VIEJO | CA | 92692 | MEMBER STATEMENTS | $1,322,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON LOANS | 522100 | $56,944,016 | $56,944,016 | |
| OTHER OPERATING INCOME | 522100 | $27,251,491 | $25,726,111 | $1,525,380 |
| FEE INCOME | 522100 | $12,304,799 | $11,816,381 | $488,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $96,500,306 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,580,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,580,229 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,080,535 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,066,737 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,013,798 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,704 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,779,827 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,052,186 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,143,149 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,731,302 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,042,976 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,932 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,145 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,912,002 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,159,765 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,611,272 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,482 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,196,944 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,941 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,733,646 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,093,594 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,533 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOAN SERVICING EXPENSE | $13,678,194 |
| PROV. FOR LOAN LOSSES | $4,696,770 |
| MISC OPERATING EXPENSE | $2,023,011 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,292,375 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,511,266 | BOYAmt |
| EOY | $43,218,722 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,079,583 | BOYAmt |
| EOY | $143,411,355 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,554 | BOYAmt |
| EOY | $1,111,670 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,979,767 | BOYAmt |
| EOY | $7,660,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,310,724 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,205,612 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,891,428 | BOYAmt |
| EOY | $18,105,112 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,413,114,836 | BOYAmt |
| EOY | $1,375,442,319 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,241,452,613 | BOYAmt |
| EOY | $1,377,161,413 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,023,607 | BOYAmt |
| EOY | $58,517,654 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,916,276,654 | BOYAmt |
| EOY | $3,024,628,749 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,080,054 | BOYAmt |
| EOY | $32,609,257 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,538,097,996 | BOYAmt |
| EOY | $2,620,592,170 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,570,178,050 | BOYAmt |
| EOY | $2,653,201,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,098,604 | BOYAmt |
| EOY | $371,427,322 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,098,604 | BOYAmt |
| EOY | $371,427,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,916,276,654 | BOYAmt |
| EOY | $3,024,628,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $32,788,160 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,853,469 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $394,027 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $2,000 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $2,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $2,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| JOAQUIN ARAMBULA FOR STATE ASSEMBLY | |||||
| P O BOX 4469 | FRESNO | CA | 93744 | 814814016 | $1,000 |
| AUTUMN BURKE | |||||
| ONE MANCHESTER BLVD SUITE 601 | INGLEWOOD | CA | 90301 | $1,000 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTION TO CCUL - PAC THE CREDIT UNION WAS UNABLE TO OBTAIN AN EIN FOR AUTUMN BURKE RUNNING FOR STATE ASSEMBLY. FOLLOWING IS THE NAME AND ADDRESS OF THE CAMPAIGN. AUTUMN BURKE STATE CAPITAL P.O. BOX 942849 SACRAMENTO, CA 94249 FPPC ID#1393348 | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,527,451 | OtherCostOrOtherBasisAmt |
| Book Value | $5,527,451 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,283,514 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,630,541 | DepreciationAmt |
| Book Value | $6,652,973 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,125,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,436,863 | DepreciationAmt |
| Book Value | $2,688,910 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,373,986 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,138,208 | DepreciationAmt |
| Book Value | $3,235,778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,105,112 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LOANS AND LEASES | $1,346,181,210 | F |
| NCUA SHARE INSURANCE CAPITALIZATION DEPOSIT | $25,772,203 | C |
| DEPOSITS IN COMMERCIAL BANKS | $5,208,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,377,161,413 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TOTAL SHARES AND DEPOSITS | Desc |
| Amt | $2,620,592,170 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,620,592,170 | 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 | FASB ASC TOPIC 740, INCOME TAXES, PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED, AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CREDIT UNION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AHA 2018 DV HEARTS & STROKE WALK - VALLEY CHILDRENS | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $5,000 | FMV | SUPPORT THE IMPROVEMENT OF BUILDING HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES AND STROKE |
| AMERICAN RED CROSS | ||||||||
| 2002 N FINE AVENUE | FRESNO | CA | 93727 | 942240541 | 501(C)(3) | $13,226 | FMV | PROVIDE LOCAL ASSISTANCE WITH DISASTERS |
| CALIFORNIA ARMENIAN HOME | ||||||||
| 6720 E KINGS CANYON RD | FRESNO | CA | 93727 | 941193572 | 501(C)(3) | $5,000 | FMV | SUPPORT THE QUALITY CARE OF SENIOR LIVING WITHIN THE COMMUNITY |
| CASA OF FRESNO AND MADERA COUNTIES | ||||||||
| 1252 FULTON MALL | FRESNO | CA | 93721 | 770401361 | 501(C)(3) | $10,000 | FMV | SUPPORT VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN |
| CENTRAL VALLEY COMM FOUNDATION | ||||||||
| 5250 N PALM AVE 424 | FRESNO | CA | 93704 | 770478025 | 501(C)(3) | $5,000 | FMV | SUPPORT FOR INVESTMENT AND LOCAL CONTROL OF PHILANTHROPIC RESOURCES |
| CHILDREN'S MIRACLE NETWORK HOSPITALS | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | 870387205 | 501(C)(3) | $5,000 | FMV | SUPPORT THE AWARENESS OF CHILDREN BY RAISING FUNDS FOR HOSPITALS AND FOUNDATIONS |
| CLOVIS POLICE FOUNDATION | ||||||||
| 1233 5TH STREET | CLOVIS | CA | 93612 | 271492224 | 501(C)(3) | $7,000 | SUPPORT OF LOCAL POLICE DEPARTMENT | |
| CLOVIS RODEO ASSOCIATION | ||||||||
| PO BOX 445 | CLOVIS | CA | 93613 | 941135185 | 501(C)(7) | $5,000 | FMV | SUPPORT OF LOCAL SCHOOLS, CHARITIES, AND ORGANIZATIONS |
| CLOVIS UNIFIED SCHOOL DISTRICT | ||||||||
| 1450 HERNDON AVENUE | CLOVIS | CA | 93611 | 942840774 | CLOVIS USD | $21,000 | FMV | SUPPORT THE IMPROVEMENT OF STUDENT ACHIEVEMENT |
| COMMUNITY SCIENCE WORKSHOP SANGER SAM | ||||||||
| PO BOX 1307 | SANGER | CA | 93657 | 453484626 | 501(C)(3) | $5,000 | SUPPORT OF SCIENCE WORKSHOP IN THE COMMUNITY | |
| COS FOUNDATION | ||||||||
| 915 S MOONEY BLVD | VISALIA | CA | 93277 | 770071634 | 501(C)(3) | $15,000 | FMV | SUPPORTIVE POSITIVE IMPACT ON STUDENTS AND THEIR COMMUNITIES |
| CSUF FOUNDATION - CHICANO LATINO COMMENCEMENT | ||||||||
| 2625 EAST MATOIAN WAY M/S SH124 | FRESNO | CA | 937408000 | 941085570 | 501(C)(3) | $5,250 | FMV | SUPPORT STUDENTS WHO DEMONSTRATE ACTIVE INVOVLEMENT IN AND COMMITMENT TO THE LATINO COMMUNITY |
| WINGS ADVOCACY FRESNO | ||||||||
| 1099 E CHAMPLAIN DR NO A80 | FRESNO | CA | 93720 | 811384087 | 501(C)(3) | $10,186 | FMV | PROVIDES SUPPORT TO SERVE HOMELESS NEIGHBORS |
| FDSA GOLF TOURNAMENT | ||||||||
| 1360 VAN NESS AVE | FRESNO | CA | 93721 | 237377560 | 501(C)(6) | $7,500 | FMV | SUPPORT FOR GOLF TOURNAMENTS AND PROVIDE ASSISTANCE TO COMMUNITY |
| FOUNDATION FOR CENTRAL SCHOOLS | ||||||||
| 4605 N POLK | FRESNO | CA | 93722 | 562316616 | 501(C)(3) | $5,500 | FMV | SUPPORT CENTRAL UNIFIED SCHOOL PROGRAMS |
| FOUNDATION FOR CLOVIS SCHOOLS | ||||||||
| 1450 HERNDON AVENUE | CLOVIS | CA | 93611 | 770140576 | 501(C)(3) | $5,000 | FMV | SUPPORT PROGRAMS OF CLOVIS SCHOOLS |
| FRESNO FAIR | ||||||||
| 1121 S CHANCE AVENUE | FRESNO | CA | 93702 | 946001554 | $25,000 | FMV | SUPPORT COMMUNITY ACTIVITIES | |
| FRESNO GRIZZLIES | ||||||||
| 1800 TULARE STREET | FRESNO | CA | 93721 | 364577270 | $30,000 | FMV | SUPPORT COMMUNITY ACITIVITIES | |
| FRESNO HISTORICAL SOCIETY | ||||||||
| 7160 W KEARNEY AVE | FRESNO | CA | 93706 | 941531568 | 501(C)(3) | $16,000 | FMV | PROMOTION OF HISTORY |
| FRESNO POLICE CHIEF'S CHAPLAINCY | ||||||||
| PO BOX 1271 | FRESNO | CA | 93715 | 770140576 | 501(C)(3) | $10,000 | SUPPORT AND PROMOTING THE FRESNO POLICE DEPARTMENT'S INTERACTION | |
| FRESNO POLICE CHIEF'S FOUNDATION | ||||||||
| PO BOX 1289 | FRESNO | CA | 93715 | 412029665 | 501(C)(3) | $5,000 | FMV | SUPPORT FOR IMPROVING COMMUNITY RELATIONS AND PROMOTING THE FRESNO POLICE DEPARTMENT'S INTERACTION WITH THE CITIZENS OF FRESNO AND VARIOUS COMMINITY ORGANIZATIONS |
| FRESNO STATE ALUMNI ASSOCIATION | ||||||||
| 2625 EAST MATOIAN WAY M/S SH124 | FRESNO | CA | 937408000 | 941085570 | 501(C)(3) | $8,500 | FMV | PROVIDE SUPPORTIVE SERVICES FOR SPONSORED PROGRAMS |
| FRESNO STATE FOUNDATION | ||||||||
| 4910 N CHESTNUT | FRESNO | CA | 937261852 | 770217681 | 501(C)(3) | $55,000 | FMV | PROVIDE SUPPORTIVE SERVICES FOR SPONSORED PROGRAMS |
| FRESNO UNIFIED SCHOOL DISTRICT | ||||||||
| 2309 TULARE STREET | FRESNO | CA | 93721 | 946002206 | FRESNO USD | $10,000 | FMV | SUPPORT THE IMPROVEMENT OF STUDENT ACHIEVEMENT |
| MADERA COUNTY SCHOOLS FOUNDATION | ||||||||
| 1105 S MADERA AVE | MADERA | CA | 93637 | 770315304 | 501(C)(3) | $5,500 | FMV | SUPPORT FOSTERING OF ECNOMIC SUPPORT FOR EDUCATION |
| SAN JOAQUIN VALLEY TOWN HALL | ||||||||
| 11605 OLD FRIANT ROAD | FRESNO | CA | 93730 | 941210921 | 501(C)(3) | $10,000 | FMV | SUPPORT PRESERVATION OF THE SAN JOAQUIN RIVER |
| MARCH OF DIMES | ||||||||
| 1530 E SHAW SUITE 102 | FRESNO | CA | 93710 | 131846366 | 501(C)(3) | $11,133 | FMV | SUPPORT FOR HEALTH AND WELLNESS |
| MARJAREE MASON CENTER | ||||||||
| 1600 M ST | FRESNO | CA | 93721 | 941156639 | 501(C)(3) | $12,500 | FMV | SUPPORT STUDENT DEVELOPMENT BY ENCOURAGING COMMUNITY INVESTMENT AND INVOLVEMENT |
| MERCED COLLEGE FOUNDATION | ||||||||
| 3600 M STREET | MERCED | CA | 95348 | 237385578 | 501(C)(3) | $10,500 | FMV | PROVIDE SUPPORT FOR THE ACTIVITIES AND PROGRAMS WHICH ARE NECESSARY TO MAINTAIN EXCELLENCE IN ALL AREAS OF EDUCATION AND COMMUNITY SERVICE. |
| PAIN PRESCRIPTION ABUSERS IN NEED | ||||||||
| 83 E SHAW SUITE 202 | FRESNO | CA | 93710 | 900606073 | 501(C)(3) | $5,000 | FMV | PREVENT ABUSE OF NARCOTIC PRESCRIPTION DRUGS WHILE GIVING SUPPORT AND HOPE TO INDIVIDUALS AND FAMILIES |
| PASO ROBLES JOINT USD | ||||||||
| 800 NIBLICK ROAD | PASO ROBLES | CA | 93446 | 481295642 | PASO ROBLES JT USD | $5,000 | FMV | SUPPORT FOR EDUCATION |
| READING AND BEYOND | ||||||||
| 4670 E BUTLER AVENUE | FRESNO | CA | 93702 | 770508471 | 501(C)(3) | $5,000 | FMV | EMPOWER CHILDREN AND FAMILIES TO ACHIEVE PRODUCTIVE, SELF-RELIANT LIVES. |
| SAN JOAQUIN RIVER PARKWAY | ||||||||
| 11605 OLD FRIANT ROAD | FRESNO | CA | 93730 | 770196692 | 501(C)(3) | $10,000 | FMV | SUPPORT PRESERVATION OF THE SAN JOAQUIN RIVER |
| SAINT AGNES FOUNDATION | ||||||||
| 1111 E SPRUCE AVE | FRESNO | CA | 93720 | 941437713 | 501(C)(3) | $11,980 | FMV | SUPPORT FOR CHILDCARE AND WELLNESS |
| STATE CENTER COMMUNITY COLLEGE FOUNDATION | ||||||||
| 390 W FIR AVE | CLOVIS | CA | 93611 | 770190269 | 501(C)(3) | $31,250 | FMV | PROVIDE SUPPORTIVE SERVICES AND SPECIALIZED PROGRAMS FOR THE BENEFIT OF THE STATE CENTER COMMUNITY COLLEGE DISTRICT |
| THE LOVE HARDER PROJECT | ||||||||
| 715 HYMETTUS AVE | LEUCADIA | CA | 92024 | 472786839 | 501(C)(3) | $5,000 | FMV | PROMOTE AWARENESS TO ASSIST VICTIMS OF VIOLENCE |
| STORYLAND | ||||||||
| 890 WEST BELMONT AVE | FRESNO | CA | 93728 | 941529773 | 501(C)(3) | $5,000 | FMV | SPONSORSHIP |
| SALVATION ARMY WORLD SERVICE OFFICE | ||||||||
| 615 SLATERS LAND | ALEXANDREA | VA | 22314 | 132923701 | 501(C)(3) | $12,500 | FMV | PROMOTES COMMUNITY-BASED INITIATIVES THAT PROVIDE DISASTER RELIEF, EDUCATION, EMPOWERMENT, AND PUBLIC HEATH |
| TULARE COUNTY OFFICE OF EDUCATION | ||||||||
| 6200 S MOONEY BLVD | VISALIA | CA | 93277 | 770528641 | 501(C)(3) | $15,395 | FMV | SUPPORT FOR EDUCATION |
| UC MERCED | ||||||||
| 5200 LAKE ST | MERCED | CA | 95343 | 270093858 | CA STATE UNIV SYS | $47,600 | FMV | PROMOTION OF UC MERCED CAMPUS PROGRAMS |
| UNITED WAY FRESNO COUNTY | ||||||||
| 4949 KINGS CANYON RD | FRESNO | CA | 93727 | 941156514 | 501(C)(3) | $20,984 | FMV | SUPPORT THE IMPROVEMENT OF LIFE QUALITY IN THE COMMUNITY |
| VALLEY CAREGIVER RESOURCE CENTER | ||||||||
| 3845 N CLARK ST 201 | FRESNO | CA | 93726 | 770370104 | 501(C)(3) | $5,000 | FMV | SUPPORT FOR COMMUNITY ACTIVITIES AND CAREGIVERS |
| VALLEY CRIME STOPPERS | ||||||||
| 7576 N INGRAM | FRESNO | CA | 93711 | 770329094 | 501(C)(3) | $7,500 | FMV | SUPPORT CRIME PREVENTION |
| VALLEY PUBLIC TELEVISION | ||||||||
| 1544 VAN NESS AVE | FRESNO | CA | 93721 | 770162617 | 501(C)(3) | $10,000 | FMV | SUPPORT PUBLIC TELEVISION |
| VISALIA LIONS BAND REVIEW | ||||||||
| PO BOX 768 | VISALIA | CA | 93279 | 452121493 | 501(C)(3) | $5,000 | FMV | SUPPORT LOCAL CHARITY PROGRAMS |
| VISALIA RAWHIDE BALL CLUB | ||||||||
| 300 N GIDDINGS ST | VISALIA | CA | 93291 | 954026458 | 501(C)(3) | $10,000 | FMV | SUPPORT COMMUNITY ACITIVITIES |
| WHCC FOUNDATION | ||||||||
| 9900 CODY AVENUE | COALINGA | CA | 93210 | 770186793 | 501(C)(3) | $20,000 | FMV | SUPPORT FOR EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 12 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL GRANTS | GrantTypeTxt |
| Recipient | 60 | RecipientCnt |
| Cash Grant | $120,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL RECIPIENTS MUST APPLY FOR THE SCHOLARSHIPS. ONCE AWARDED, STUDENTS MUST PROVIDE PROOF OF ENROLLMENT BEFORE GRANT FUNDS ARE PAID. | 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 |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH DOOLEY | ||||||||||||||
| CEO | $643,048 | $0 | $118,419 | $0 | $1,556,641 | $0 | $534,654 | $0 | $29,722 | $0 | $2,882,484 | $0 | $1,549,915 | $0 |
| BEVERLY RYAN | ||||||||||||||
| CFO | $299,797 | $0 | $10,000 | $0 | $805 | $0 | $35,000 | $0 | $1,791 | $0 | $347,393 | $0 | $0 | $0 |
| MARK PEREZ | ||||||||||||||
| CLO | $290,185 | $0 | $10,000 | $0 | $655 | $0 | $35,000 | $0 | $32,193 | $0 | $368,033 | $0 | $0 | $0 |
| DENDA MATTHEWS | ||||||||||||||
| COO | $283,062 | $0 | $10,000 | $0 | $655 | $0 | $35,000 | $0 | $10,522 | $0 | $339,239 | $0 | $0 | $0 |
| KALYANA SUNDARAM | ||||||||||||||
| CIO | $234,942 | $0 | $10,000 | $0 | $641 | $0 | $12,924 | $0 | $25,201 | $0 | $283,708 | $0 | $0 | $0 |
| BRADLEY TOWERS | ||||||||||||||
| FINANCIAL REP | $46,622 | $0 | $268,436 | $0 | $247 | $0 | $16,500 | $0 | $10,888 | $0 | $342,693 | $0 | $0 | $0 |
| DICK ASHJIAN | ||||||||||||||
| SVP RISK MGMT | $255,112 | $0 | $10,000 | $0 | $655 | $0 | $34,693 | $0 | $11,056 | $0 | $311,516 | $0 | $0 | $0 |
| THOMAS GRAY | ||||||||||||||
| SVP HR & FACILITIES | $254,282 | $0 | $10,000 | $0 | $655 | $0 | $34,693 | $0 | $22,156 | $0 | $321,786 | $0 | $0 | $0 |
| ELENA MARTIN | ||||||||||||||
| CONTROLLER | $212,462 | $0 | $10,000 | $0 | $655 | $0 | $13,693 | $0 | $16,194 | $0 | $253,004 | $0 | $0 | $0 |
| JULIE MATTERN | ||||||||||||||
| SVP BRANCHES | $206,921 | $0 | $10,000 | $0 | $655 | $0 | $31,759 | $0 | $10,829 | $0 | $260,164 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE CREDIT UNION OFFERS A 457B RETIREMENT PLAN THAT ALLOWS EXECUTIVES TO DEFER A SPECIFIED AMOUNT OF THEIR PRE-TAX INCOME FOR INVESTMENT. EMPLOYEES MAY MAKE DISCRETIONARY CONTRIBUTIONS TO THE PLAN BUT ARE NOT REQUIRED. EMPLOYEES ARE 100% VESTED AT THE TIME OF CONTRIBUTION. THE 457B FUNDS ARE INVESTED IN MUTUAL FUNDS AND OTHER INVESTMENT OPTIONS ALSO OFFERED IN THE CREDIT UNION'S 401K PLAN. CURRENTLY, THE FOLLOWING EXECUTIVES ARE ACTIVELY PARTICIPATING IN THE 457B PLAN: ELIZABETH DOOLEY, BEVERLY RYAN, DENDA MATTHEWS, MARK PEREZ, THOMAS GRAY, DICK ASHJIAN, JULIE MATTERN, AND KALYANA SUNDURAM. IN 2018, $18,500 HAS BEEN CONTRIBUTED TO THE FOLLOWING EMPLOYEES PARTICIPATING IN THE 457B PLAN: ELIZABETH DOOLEY, BEVERLY RYAN, DENDA MATTHEWS, MARK PEREZ, THOMAS GRAY, DICK ASHJIAN, JULIE MATTERN, AND KALYANA SUNDURAM. THE CREDIT UNION ALSO OFFERS A 457F WHICH IS FUNDED SOLELY BY A LIFE INSURANCE POLICY OWNED BY THE CREDIT UNION. CURRENTLY, ELIZABETH DOOLEY IS THE ONLY PARTICIPANT. INFORMATION OF THE LIFE INSURANCE IS BEING REPORTED ON FORM 8925. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (9 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DENDA MATTHEWS | |||||||
| OFFICER | PLATINUM VISA | Yes (X) | $32,500 | $27,297 | 0 | Yes (1) | Yes (1) |
| MARK PEREZ | |||||||
| OFFICER | PLATINUM VISA | Yes (X) | $35,000 | $32,318 | 0 | Yes (1) | Yes (1) |
| BEVERLY RYAN | |||||||
| OFFICER | PLATINUM VISA | Yes (X) | $35,000 | $1,176 | 0 | Yes (1) | Yes (1) |
| THOMAS GRAY | |||||||
| HCE | PLATINUM VISA | Yes (X) | $32,500 | $2,567 | 0 | Yes (1) | Yes (1) |
| THOMAS GRAY | |||||||
| HCE | 1ST T/D | Yes (X) | $235,000 | $166,862 | 0 | Yes (1) | Yes (1) |
| ELIZABETH DOOLEY | |||||||
| OFFICER | PLATINUM VISA | Yes (X) | $35,000 | $4,954 | 0 | Yes (1) | Yes (1) |
| ELENA MARTIN | |||||||
| HCE | PLATINUM VISA | Yes (X) | $35,000 | $4,813 | 0 | Yes (1) | Yes (1) |
| KALYANA SUNDARAM | |||||||
| OFFICER | 1ST T/D FIXED RENTAL | Yes (X) | $570,000 | $564,240 | 0 | Yes (1) | 0 |
| KALYANA SUNDARAM | |||||||
| OFFICER | 1ST T/D FIXED RES | Yes (X) | $308,000 | $307,443 | 0 | Yes (1) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,111,670 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt |
|---|---|---|
| DANIEL MARTIN | ||
| DEPENDENT OF HIGHLY COMPENSATED EMPLOYEE | $2,000 | EDUCATION |
| ARIANA MARTIN | ||
| DEPENDENT OF HIGHLY COMPENSATED EMPLOYEE | $2,000 | EDUCATION |
| JESSICA MARTIN | ||
| DEPENDENT OF HIGHLY COMPENSATED EMPLOYEE | $2,000 | EDUCATION |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | EDUCATIONAL EMPLOYEES CREDIT UNION IS A COOPERATIVE FINANCIAL INSTITUTION THAT IS OWNED AND CONTROLLED BY ITS MEMBERS, AND OPERATED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS TO ITS MEMBERS. EDUCATIONAL EMPLOYEES CREDIT UNION DOES NOT HAVE STOCKHOLDERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BOARD OF THE CREDIT UNION IS COMPRISED OF VOLUNTEER MEMBERS WHO ARE DIRECTLY ELECTED BY ITS MEMBERS. EACH MEMBER OF THE GOVERNING BOARD SERVES FOR A PERIOD AS PRESCRIBED BY OUR BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AT THE END OF EACH TERM OF THE BOARD MEMBERS, ELECTIONS ARE HELD AND BOARD MEMBERS ARE VOTED BY THE MEMBERS OF THE CREDIT UNION PURSUANT TO ITS BY-LAWS. MEMBER VOTES ARE ALSO REQUIRED TO RATIFY DECISIONS DEALING WITH REORGANIZATIONS AS IN THE CASE OF MERGER OR DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS REVIEWED BY THE CONTROLLER, CFO AND CEO. ADDITIONALLY THE RETURN WILL BE PROVIDED TO THE BOARD MEMBERS BEFORE IT IS SUBMITTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS AND EMPLOYEES MUST ANNUALLY ATTEND A CODE OF CONDUCT TRAINING PRESENTATION WHICH INCLUDES CONFLICT OF INTEREST PROVISIONS. THEIR REQUIRED ATTENDANCE IS EVIDENCED THROUGH A SIGNED ACKNOWLEDGEMENT. IN ADDITION, ALL PROSPECTIVE DIRECTORS SIGN AN ADDITIONAL CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS HIRES AN INDEPENDENT OUTSIDE FIRM THAT SPECIALIZES IN THIS AREA FOR BOTH THE ANNUAL REVIEW AND SALARY STRUCTURE FOR THE CEO. IN ADDITION THE CREDIT UNION USES THE RESULTS OF SEVERAL SURVEYS IN SETTING THE CEO'S COMPENSATION. FOR THE SVP'S AND ALL OTHER KEY EMPLOYEES SURVEYS ARE CONSULTED WHICH SUPPORT SALARY LEVELS AND DUTIES. ALL EMPLOYEES RECEIVE ANNUAL REVIEWS. |
| FORM 990, PART VI, SECTION C, LINE 19 | CERTAIN GOVERNING DOCUMENTS AND POLICIES MAY BE MADE AVAILABLE BY WRITTEN REQUEST THROUGH THE CREDIT UNION'S BOARD APPROVED RECORDS INSPECTION POLICY. FINANCIAL STATEMENTS ARE POSTED AND AVAILABLE TO THE PUBLIC AT EACH CREDIT UNION BRANCH OFFICE ON A MONTHLY BASIS. IN ADDITION, AN ANNUAL REPORT IS MADE AVAILABLE AT THE CREDIT UNION'S ANNUAL MEETING OF MEMBERS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN OTHER COMPREHENSIVE INCOME 394,027. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATORS FINANCIAL & INSURANCE SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 W SHAW AVENUE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770244291 | EIN |
| Primary Activities | DORMANT CORPORATION NOT CURRENTLY CONDUCTING BUSINESS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL EMPLOYEES CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $5,000 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | 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 | 0 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |