MOUNTAIN WEST CREDIT UNION ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MOUNTAIN WEST CREDIT UNION ASSOCIATION (EIN 84-0375111)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-28
- IRS object ID
- 201702409349300840
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-28T13:11:24-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jones Mertsching CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32186 Castle Ct Suite 220 | AddressLine1Txt |
| City | Evergreen | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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/Controller | PersonTitleTxt |
| Signature | 2017-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric L Jones | PreparerPersonNm |
| PTIN | P00634170 | PTIN |
| Phone | 3034809090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $5,646,667 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| 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 | 39 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,687 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,146 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,209,436 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,371,979 | CYProgramServiceRevenueAmt |
| PY Investment Income | $237,541 | PYInvestmentIncomeAmt |
| CY Investment Income | $186,165 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,448,664 | PYTotalRevenueAmt |
| CY Total Revenue | $3,584,290 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,770,795 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,815,625 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,498,887 | PYOtherExpensesAmt |
| CY Other Expenses | $2,007,904 | CYOtherExpensesAmt |
| PY Total Expenses | $3,269,682 | PYTotalExpensesAmt |
| CY Total Expenses | $3,823,529 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $178,982 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$239,239 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,662,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,516,360 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $569,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $591,412 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,093,541 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,924,948 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To Protect, Promote and Perpetuate the Credit Union Movement in Arizona, Colorado and Wyoming. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | 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 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mountain West CU Association | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| BOB RAMIREZ | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN FRANK | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN UCHIDA | |||||||
| Chairman | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JIM YATES | |||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN CURTIS | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAY CURTIS | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE HIGGINSON | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KERRY SPRADLING | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY BERNSTEIN | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG MILLS | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY NEVES | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT EARL | |||||||
| President/CEO | 20.00 | 20.00 | $0 | $457,864 | $142,729 | Yes (X) | |
| TIM DORE | |||||||
| Senior VP | 40.00 | 0.00 | $0 | $172,770 | $26,643 | Yes (X) | |
| DAN SANTANGELO | |||||||
| Senior VP | 26.00 | 14.00 | $0 | $171,077 | $13,007 | Yes (X) | |
| MARK ROBEY | |||||||
| Senior VP | 20.00 | 20.00 | $0 | $153,519 | $22,938 | Yes (X) | |
| SHAUN ONGSTAD | |||||||
| Senior VP | 10.00 | 30.00 | $0 | $141,727 | $17,065 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $1,096,957 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $222,382 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROADMOOR | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LAKE AVENUE | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Hotel & Convention | ServicesDesc |
| Compensation | $326,499 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $26,146 | AllOtherContributionsAmt |
| Total Contributions | $26,146 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Annual Meeting | 611430 | $394,133 | $394,133 |
| Education Programs | 611430 | $551,870 | $551,870 |
| Membership Dues & Assessments | 900099 | $2,425,976 | $2,425,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,371,979 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,546 | TotalRevenueColumnAmt |
| Exclusion | $69,546 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,178,996 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,062,377 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $116,619 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,619 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,584,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,488,598 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $69,546 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,887 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,964 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,262 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,512 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,825 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,788 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,918 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,615 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,763 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,779 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,104 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,099 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,887 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,242 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Cost of Education Programs | $755,457 |
| Advanced Strategies | $264,680 |
| Dues & Subscriptions | $48,077 |
| Telephone | $37,834 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,836 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,823,529 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,726 | BOYAmt |
| EOY | $326,454 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,071 | BOYAmt |
| EOY | $63,008 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,022 | BOYAmt |
| EOY | $78,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,910 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,910 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,049,741 | BOYAmt |
| EOY | $4,597,544 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,017,080 | BOYAmt |
| EOY | $11,940,151 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,310 | BOYAmt |
| EOY | $510,310 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,662,950 | BOYAmt |
| EOY | $17,516,360 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,485 | BOYAmt |
| EOY | $354,509 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,325 | BOYAmt |
| EOY | $98,402 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,599 | BOYAmt |
| EOY | $138,501 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,409 | BOYAmt |
| EOY | $591,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,978,868 | BOYAmt |
| EOY | $16,924,948 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,673 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,093,541 | BOYAmt |
| EOY | $16,924,948 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,662,950 | BOYAmt |
| EOY | $17,516,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$239,239 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $70,646 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Substantially All Dues Nonded | Yes (true) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,910 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,910 | DepreciationAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $11,773,055 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,940,151 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Compensated Absences | $122,554 |
| Accrued Postretirement Benefit Cost | $15,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $138,501 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | Tax exempt status: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 subsidiaries are taxable entity, and therefore, federal and state income taxes have been provided for on Subsidiaries income. The Companys accounting policy under 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) 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. Currently the 2015, 2014, and 2013 Federal Form 990 Information Returns are open for examination by the IRS. Federal income tax returns related to UBIT have not been filed as Management currently believes that none of the Associations 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|
| DAN SANTANGELO | |||||
| Senior VP | $161,938 | $9,139 | $10,782 | $2,225 | $184,084 |
| MARK ROBEY | |||||
| Senior VP | $145,088 | $8,431 | $4,225 | $18,713 | $176,457 |
| SCOTT EARL | |||||
| President/CEO | $417,358 | $40,506 | $128,550 | $14,179 | $600,593 |
| SHAUN ONGSTAD | |||||
| Senior VP | $134,057 | $7,670 | $9,583 | $7,482 | $158,792 |
| TIM DORE | |||||
| Senior VP | $165,140 | $7,630 | $7,867 | $18,776 | $199,413 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | The benefits of spousal travel were included in the President/CEO's W-2 wages. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | See Schedule O | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | See Schedule O | RelationshipDescriptionTxt |
| Transaction | $62,781 | TransactionAmt |
| Transaction | Rent paid | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | 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, Line 7a: How Members or Shareholders Elect Governing Body | 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, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | 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, Line 11b: Form 990 Review Process | THE FORM 990 IS PREPARED BY THE ASSOCIATION'S CPA FIRM AND THEN REVIEWED THOROUGHLY BY THE ASSOCIATION'S SENIOR VP/CONTROLLER BEFORE THE FORM 990 IS FILED. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | 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. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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, Line 19: Other Organization Documents Publicly Available | NO DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT UPON REQUEST AND APPROVAL BY KEY MANAGEMENT. |
| FORM 990 PARTS VII AND IX - COMPENSATION | THE ASSOCIATION'S OFFICERS AND OTHER EMPLOYEES ARE COMPENSATED BY THE ASSOCIATION'S WHOLLY OWNED SUBSIDIARY, CREDIT UNION STRATEGIC PARTNERS, INC. (CUSP)84-0620601 (AND ON THE PAYROLL OF CO-ADVANTAGE). THE TOTAL AMOUNTS FOR COMPENSATION REPORTED IN PART VII ARE THE TOTAL COMPENSATION AND BENEFITS PAID TO THE OFFICERS BY CUSP AND ARE REPORTED IN COLUMN E SINCE THE AMOUNTS ARE PAID BY A COMMON PAYMASTER (CO-ADVANTAGE). THE AMOUNT REPORTED IN PART IX, LINES 7-11 ARE THE TOTAL AMOUNT OF COMPENSATION EXPENSE, PAYROLL TAXES AND BENEFITS FOR ALL EMPLOYEES (INCLUDING OFFICERS) ALLOCATED TO THE ASSOCIATION BY CUSP. SUCH AMOUNTS ARE DETERMINED BASED ON TIME STUDIES AND ARE APPROVED IN THE BUDGET PROCESS FOR BOTH ORGANIZATIONS. |
| FORM 990, PART 1,LINE 5 &PART V, LINE 2a | NUMBER OF EMPLOYEES IS REPORTED AS ZERO AS THE ORGANIZATION DOES NOT FILE FORM W-3. CO-ADVANTAGE FILES FORM W-3 TO REPORT THE COMPENSATION OF ALL EMPLOYEES. |
| FORM 990, SCHDULE L, PART IV, LINE (1), BUSINESS TRANSACTIONS | AS NOTED IN SCHEDULE R, PART IV, THE ASSOCIATION HAS A WHOLLY OWNED SUBSIDIARY, CREDIT UNION STRATEGIC PARTNERS,INC. (CUSP). THE OFFICERS OF THE ASSOCIATION ARE ALSO OFFICERS OF CUSP. CUSP OWNS THE HEADQUARTERS FACILITY OF THE ASSOCIATION AND RENT PAID BY THE ASSOCIATION TO CUSP FOR 2016 WAS $62,781. |
| FORM 990, SCHEDULE C, PART III-A, LINE 1 | DUES ARE PAID BY MEMBER CREDIT UNIONS. THE MEMBER CREDIT UNIONS ARE TAX EXEMPT. THUS, THERE WOULD NOT BE A TAX DEDUCTION OR BENEFIT FOR ANY DUES PAYMENT. |
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 | 509(a)(2) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Credit Union Strategic Partners Inc | 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 Corp | EntityTypeTxt |
| Share Of Total Income | $3,044,029 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $13,728,390 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Credit Union Strategic Partners Inc | ||
| j | $62,781 | market rent |
| Credit Union Strategic Partners Inc | ||
| o | $1,802,760 | annual budget |
| Credit Union Strategic Partners Inc | ||
| p | $1,932,070 | actual paid |
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