2015-11-11T15:45:04-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2014-01-01 020240752 SERVICE CREDIT UNION SERV 6034228300 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 GORDON SIMMONS CEO 6034228300 2015-10-23 1 JANIS ISAACSON P00089104 6022662248 2014 2016-03-07 17:11:31Z GORDON SIMMONS 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 135230335 0 X WWW.SERVICECU.ORG X 1957 NH CREDIT UNION OPERATED WITHOUT PROFIT FOR MUTUAL PURPOSES. 5 4 898 14 2013903 76517 0 0 134481413 135230335 0 0 0 0 134481413 135230335 0 0 0 0 42450337 45092139 0 0 0 71220179 68295783 113670516 113387922 20810897 21842413 2348031305 2539043112 2058812102 2227218407 289219203 311824705 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 2014 EXPENSES WERE $7,731,511, 3,969,886, AND $1,153,312, 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 1 0 0 0 1 45918 0 1 898 1 1 1 1 GM 0 0 0 0 X 5 4 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ANDREW MCGEORGE 6034228379 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 GORDON SIMMONS PRESIDENT/CEO 60.00 X X 1216174 0 956878 CLIFFORD TAYLOR CHAIRMAN 8.00 X 10874 0 0 DAVID VAN ROSSUM VICE CHAIRMAN 8.00 X 18219 0 0 DAVID HANCHETT DIRECTOR 8.00 X 1062 0 0 BARBARA ROBERGE DIRECTOR 8.00 X 10245 0 0 JOANNE WHITING ASSOCIATE DIRECTOR 8.00 X 15527 0 0 WILLIAM NEWMAN EXECUTIVE VICE PRESIDENT 50.00 X 504807 0 268444 ANDREW MCGEORGE CFO 45.00 X 245547 0 56141 WILLIAM ARNOLD CIO 45.00 X 297981 0 77769 ANA FORET CRO 45.00 X 204922 0 60586 FAWN TERWILLIGER VP LENDING 45.00 X 304003 0 85781 DAN CLARKE VP MEMBER SERVICES 45.00 X 285021 0 47168 KAREN BENEDETTI VP MARKETING 45.00 X 272737 0 90499 THOMAS JOYCE VP OVERSEAS OPERATIONS 45.00 X 265243 0 97525 PHILIP VON STREICHER VP OVERSEAS BRANCH ADMINIS 45.00 X 218919 0 111387 JOANNE NADEAU VP HUMAN RESOURCES 45.00 X 236076 0 65677 PATRICK HARRIGAN VP REGULATORY COMPLIANCE 45.00 X 221996 0 70128 MICHAEL BERGERON VP LOGISTICS 45.00 X 177234 0 59627 SATISH MEHTA AVP IT 45.00 X 152501 0 20268 JAY SIPP AVP IT 45.00 X 145194 0 33682 FRED CURLEY FORMER VP OF HUMAN RESOURCES 0.00 X 225426 0 0 SCOTT WENSLEY FORMER CFO 0.00 X 221782 0 608 5251490 0 2102168 35 1 1 0 DIGITAL INSIGHT PO BOX 515306 LOS ANGELES CA 90051 HOME BANKING & ONLINE BILL PAY 4654506 KEENAN AND ASSOCIATES 7 ROSE LANE ATKINSON NH 03811 BUILDING CONSTRUCTION AND RENOVATION 2912103 NCR CORPORATION 14181 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ATM PROVIDER AND MAINTENANCE SUPPORT FOR 1356417 REWARDSNOW 383 CENTRAL AVENUE SUITE 350 DOVER NH 03820 MAINTAINS TRACKING OF POINTS/GIFTS ON CR 1219399 FISERV SOLUTIONS INC PO BOX 99924 GRAPEVINE TX 760999724 ATM NETWORK PROVIDER, CORE SYSTEMS PROVI 962320 59 PROGRAM SERVICE REVENUE 522100 133216432 133216432 UNRELATED BUSINESS INCOME 900099 2013903 2013903 135230335 135230335 133216432 2013903 0 7353658 26184862 2525495 6712309 2315815 111089 3696294 691691 4607636 485420 15978 16695626 5048987 463265 OPERATIONS 36479797 113387922 18426457 19699887 248094021 225432209 30140227 35118601 1557316447 1804983020 2613569 6071251 122489274 34046691 85308858 88442583 344824393 300330043 0 474644 61307333 58490874 2348031305 2539043112 43278959 42519267 172171687 167939285 1843361456 2016759855 2058812102 2227218407 X 0 0 0 0 289219203 311824705 289219203 311824705 2348031305 2539043112 X 21842413 763089 X X 0 1 X 1 0 16327660 16327660 65630102 9848158 55781944 8561726 5195204 3366522 31969786 19003329 12966457 88442583 SECURITIES AND OTHER INVESTMENTS 300330043 F 300330043 IRA CERTIFICATES 85043034 OTHER CERTIFICATES 718484942 SHARE ACCOUNTS 1213231879 2016759855 X X X 1 1 X X X X X X 0 1 0 GORDON SIMMONS PRESIDENT/CEO 726944 0 442125 0 47105 0 940894 0 15984 0 2173052 0 0 0 WILLIAM NEWMAN EXECUTIVE VICE PRESIDENT 340353 0 151199 0 13255 0 252460 0 15984 0 773251 0 0 0 ANDREW MCGEORGE CFO 187127 0 58000 0 420 0 34597 0 21544 0 301688 0 0 0 WILLIAM ARNOLD CIO 221323 0 75692 0 966 0 56225 0 21544 0 375750 0 0 0 ANA FORET CRO 154172 0 50420 0 330 0 39042 0 21544 0 265508 0 0 0 FAWN TERWILLIGER VP LENDING 220100 0 82097 0 1806 0 69797 0 15984 0 389784 0 0 0 DAN CLARKE VP MEMBER SERVICES 192538 0 88609 0 3874 0 46168 0 1000 0 332189 0 0 0 KAREN BENEDETTI VP MARKETING 185786 0 85208 0 1743 0 68955 0 21544 0 363236 0 0 0 THOMAS JOYCE VP OVERSEAS OPERATIONS 208428 0 43681 0 13134 0 97183 0 342 0 362768 0 0 0 PHILIP VON STREICHER VP OVERSEAS BRANCH ADMINIS 181450 0 33438 0 4031 0 95403 0 15984 0 330306 0 0 0 JOANNE NADEAU VP HUMAN RESOURCES 191030 0 43284 0 1762 0 49981 0 15696 0 301753 0 0 0 PATRICK HARRIGAN VP REGULATORY COMPLIANCE 172115 0 49024 0 857 0 48584 0 21544 0 292124 0 0 0 MICHAEL BERGERON VP LOGISTICS 141593 0 33889 0 1752 0 38083 0 21544 0 236861 0 0 0 SATISH MEHTA AVP IT 124987 0 27514 0 0 0 12499 0 7769 0 172769 0 0 0 JAY SIPP AVP IT 126204 0 17865 0 1125 0 12138 0 21544 0 178876 0 0 0 FRED CURLEY FORMER VP OF HUMAN RESOURCES 198499 0 26927 0 0 0 0 0 0 0 225426 0 0 0 SCOTT WENSLEY FORMER CFO 188040 0 33742 0 0 0 0 0 608 0 222390 0 0 0 PART I, LINE 4B GORDON SIMMONS $920,094 - SERP EXPENSE WILLIAM NEWMAN $231,660 - SERP EXPENSE PHILIP VON STREICHER $28,869 - SERP EXPENSE FORM 990, PART VI, SECTION A, LINE 6 SERVICE CREDIT UNION IS OWNED BY ITS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A A MEETING OPEN TO ALL MEMBERS IS HELD EACH SPRING WHERE ALL MEMBERS HAVE THE OPPORTUNITY TO VOTE ON CANDIDATES FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 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 -1,860,241. UNREALIZED GAIN/LOSS ON AVAILIBLE FOR SALE SECURITIES 2,623,330. FORM 990, PART XII, LINE 2C: THE SUPERVISORY COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS. SERVICE FINANCIAL LLC 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 472509975 CUSO - HC NH 0 200000 SERVICE CREDIT UNION