2017-11-15T12:55:56-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2016-01-01 020240752 SERVICE CREDIT UNION SERV 6034228300 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 DAVID VAN ROSSUM PRESIDENT/CEO 6034228300 2017-11-14 1 ANNE B DAVISON P00944246 6022662248 67.137.57.251 2017-11-14 12:41:39 US P DD0DF8519CFF0C5CA9BCEE32DD6B8948404DA229 4A3BE0F8FC7006E23FDCF21200B9E516042F541F 2016 2021-01-29 14:40:06Z DAVID VAN ROSSUM 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 152043485 0 X WWW.SERVICECU.ORG X 1957 NH CREDIT UNION OPERATED WITHOUT PROFIT FOR MUTUAL PURPOSES. 5 5 932 14 3066601 771176 0 0 139670390 152043485 -187865 0 0 0 139482525 152043485 0 0 0 17472642 48267277 49674472 0 0 0 72303570 62689452 120570847 129836566 18911678 22206919 2776344174 3029052948 2442607892 2675985068 333736282 353067880 CREDIT UNION OPERATED WITHOUT PROFIT FOR MUTUAL PURPOSES. 0 0 OUR THREE LARGEST PROGRAMS BY EXPENSES ARE CDS, SHARE ACCOUNTS, AND IRA CDS. THERE ARE NO REVENUE SOURCES ASSOCIATED WITH THE EXPENSES. FOR 2016 EXPENSES WERE $11,241,553, $4,726,182, AND $1,580,794, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 43453 0 1 932 1 1 1 1 GM 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X ANDREW MCGEORGE 6034228379 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 CLIFFORD TAYLOR BOARD 8.00 X 11980 0 0 DAVID HANCHETT BOARD 8.00 X 1048 0 0 JOANNE WHITING BOARD 8.00 X 10675 0 0 DR JAMES FISHBEIN BOARD 8.00 X 8440 0 0 SCOTT WENSLEY BOARD 8.00 X 1473 0 0 DAVID VAN ROSSUM PRESIDENT/CEO 45.00 X 732966 0 63429 ANDREW MCGEORGE CFO 45.00 X 378067 0 59375 PATRICK HARRIGAN CRO 45.00 X 280049 0 80374 FAWN TERWILLIGER CLO 45.00 X 355497 0 90682 DAN CLARKE COO 45.00 X 310440 0 61565 SATISH MEHTA CIO 45.00 X 270342 0 63990 PHILIP VON STREICHER VP OVERSEAS 45.00 X 261924 0 154708 JOANNE NADEAU VP HUMAN RESOURCES 45.00 X 265832 0 80152 MICHAEL BERGERON VP LOGISTICS 45.00 X 202991 0 69870 DAVID WEED AVP BUSINESS SERVICES 45.00 X 167844 0 55197 MICHAEL PORTER VP FOREIGN EXCHANGE 45.00 X 188957 0 63870 MICHAEL MULHERN AVP REAL ESTATE 45.00 X 164787 0 53420 BARBARA ROBERGE BOARD 8.00 X 10659 0 0 GORDON SIMMONS FORMER PRESIDENT/CEO 0.00 X 1163816 0 23086 KAREN BENEDETTI VP MARKETING 0.00 X 251364 0 89758 5039151 0 1009476 45 1 1 0 DIGITAL INSIGHT PO BOX 515306 LOS ANGELES CA 900516606 HOME BANKING & ONLINE BILL PAY 5124821 NCR CORPORATION 14181 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ATM PROVIDER AND MAINTENANCE SUPPORT FOR 1512687 KEENAN AND ASSOCIATES 7 ROSE LANE ATKINSON NH 03811 BUILDING CONSTRUCTION AND RENOVATION 974187 FISERV SOLUTIONS INC PO BOX 99924 GRAPEVINE TX 760999724 ATM NETWORK PROVIDER, CORE SYSTEMS PROVI 836003 FAIRPOINT COMMUNICATIONS PO BOX 11021 LEWISTON ME 042439472 PHONE SERVICE PROVIDER 634618 63 PROGRAM SERVICE REVENUE 522100 148976884 148976884 UNRELATED BUSINESS INCOME 900099 3066601 3066601 152043485 152043485 148976884 3066601 0 17472642 6048627 31300133 4001788 5545844 2778080 180311 139250 2883525 643685 4444504 443185 18909 2380996 5693494 566473 OPERATIONS 13567158 BANK & CREDIT CARD FEES 10439954 COMMUNICATION 9554133 MISCELLANEOUS 4530634 7203241 129836566 18898851 18794809 153331874 256941657 14949181 25415026 2198187908 2420131379 6015133 5163520 128558715 41651935 89437927 86906780 236941094 176248296 410647 346650 58171559 39104831 2776344174 3029052948 39867563 41275741 208383029 183238770 2194357300 2451470557 2442607892 2675985068 X 0 0 0 0 333736282 353067880 333736282 353067880 2776344174 3029052948 X 22206919 -2875321 X X 0 1 X 1 0 16396007 16396007 67918129 12901554 55016575 10569807 6357770 4212037 33674772 22392611 11282161 86906780 SECURITIES AND OTHER INVESTMENTS 176248296 F 176248296 IRA CERTIFICATES 105050584 OTHER CERTIFICATES 814127632 SHARE ACCOUNTS 1532292341 2451470557 X X X 1 1 X X X X X X 0 1 0 DAVID VAN ROSSUM PRESIDENT/CEO 406653 0 316991 0 9322 0 49512 0 13917 0 796395 0 0 0 ANDREW MCGEORGE CFO 264925 0 112722 0 420 0 37604 0 21771 0 437442 0 0 0 PATRICK HARRIGAN CRO 220148 0 58095 0 1806 0 58603 0 21771 0 360423 0 0 0 FAWN TERWILLIGER CLO 239591 0 113134 0 2772 0 74285 0 16397 0 446179 0 0 0 DAN CLARKE COO 207041 0 92135 0 11264 0 43061 0 18504 0 372005 0 0 0 SATISH MEHTA CIO 222810 0 44760 0 2772 0 55740 0 8250 0 334332 0 0 0 PHILIP VON STREICHER VP OVERSEAS 203087 0 51074 0 7763 0 138311 0 16397 0 416632 0 0 0 JOANNE NADEAU VP HUMAN RESOURCES 213953 0 50073 0 1806 0 64017 0 16135 0 345984 0 0 0 MICHAEL BERGERON VP LOGISTICS 157107 0 44440 0 1444 0 48137 0 21733 0 272861 0 0 0 DAVID WEED AVP BUSINESS SERVICES 131866 0 34469 0 1509 0 33426 0 21771 0 223041 0 0 0 MICHAEL PORTER VP FOREIGN EXCHANGE 149478 0 38137 0 1342 0 42099 0 21771 0 252827 0 0 0 MICHAEL MULHERN AVP REAL ESTATE 131533 0 28330 0 4924 0 31649 0 21771 0 218207 0 0 0 BARBARA ROBERGE BOARD 10659 0 0 0 0 0 0 0 0 0 10659 0 0 0 GORDON SIMMONS FORMER PRESIDENT/CEO 777704 0 385684 0 428 0 21200 0 1886 0 1186902 0 0 0 KAREN BENEDETTI VP MARKETING 201104 0 48454 0 1806 0 67987 0 21771 0 341122 0 0 0 PART I, LINE 4B PHILIP VON STREICHER $61,247 - SERP EXPENSE FORM 990, PART VI, SECTION A, LINE 6 SERVICE CREDIT UNION IS OWNED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY, SERVICE CREDIT UNION HOLDS A SHAREHOLDER MEETING. AT THIS MEETING, THE MEMBERS HAVE THE ABILITY TO VOTE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CONTROLLER, CFO, AND CEO PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C VOLUNTEERS MUST DISCLOSE TO THE BOARD OF DIRECTORS ANNUALLY ANY INVOLVEMENT WITH ORGANIZATIONS WHICH DO BUSINESS WITH THE CREDIT UNION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE GATHERS DATA FROM OUTSIDE SOURCES AND REVIEWS SURVEY AND OTHER DATA ON A PERIODIC BASIS. FORM 990, PART VI, SECTION C, LINE 19 SERVICE CREDIT UNION'S FINANCIALS ARE PROVIDED MONTHLY FOR ALL MEMBERS BY BEING POSTED IN EACH BRANCH LOCATION. OUR ANNUAL REPORT IS DISTRIBUTED TO ALL ATTENDEES AT THE ANNUAL MEETING, PROVIDED IN EACH BRANCH LOCATION, AND IS ALSO POSTED ON OUR WEBSITE. MEMBERS HAVE THE RIGHT TO REQUEST AND RECEIVE PERTINENT DOCUMENTATION AS DEMANDED. SERVICE CREDIT UNION IS A MEMBER-OWNED COOPERATIVE AND AS SUCH PERTINENT BUSINESS DOCUMENTATION IS ALWAYS PROVIDED AS REQUESTED BY MEMBERS. FORM 990, PART XI, LINE 9: OTHER COMPREHENSIVE INCOME -3,044,756. UNREALIZED GAIN/LOSS ON AVAILIBLE FOR SALE SECURITIES 169,435. FORM 990, PART XII, LINE 2C: THE SUPERVISORY COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS. SERVICE FINANCIAL ADVISORS LLC 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 472509975 FINANCIAL SERVICES NH SERVICE CREDIT UNION C 1426374 54439534 1.00000 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 SERVICE FINANCIAL ADVISORS J 8640 RENTAL AGREEMENT SERVICE FINANCIAL ADVISORS O 88965 TIMESHEETS SERVICE FINANCIAL ADVISORS A 1004781 LOAN AGREEMENT SERVICE FINANCIAL ADVISORS D 53029275 LOAN AGREEMENT SERVICE FINANCIAL ADVISORS B 400000 INVESTMENT