2014-05-14T15:47:50-05:00 2013-12-31 431592217 J TENBRINK & ASSOCIATES 11272 S RIDGEVIEW RD OLATHE KS 66061 990 2013-01-01 480669498 ENVISTA CREDIT UNION ENVI 7852280149 3626 SW WANAMAKER ROAD TOPEKA KS 66614 GLEN SCOTT PRESIDENT/CEO 7852280149 2014-05-14 1 P00638199 9138946214 2013 2015-11-30 17:44:51Z GLEN SCOTT 3626 SW WANAMAKER ROAD TOPEKA KS 66614 13023812 0 X WWW.ENVISTACU.COM X 1957 KS TO PROVIDE MEMBERS WITH QUALITY SERVICES TO ACHIEVE THEIR FINANCIAL GOALS. 7 7 139 8 52016 -26069 0 0 12462148 12141934 350174 826553 27148 55325 12839470 13023812 0 0 16865 19495 4276822 4627567 0 0 0 6670661 6387155 10964348 11034217 1875122 1989595 233567945 247277385 210157380 222574786 23410565 24702599 TO PROVIDE MEMBERS WITH QUALITY SERVICES TO ACHIEVE THEIR FINANCIAL GOALS. 0 0 PROVIDES FINANCIAL AND FINANCIALLY RELATED SERVICES TO 33,316 MEMBERS. PROVIDES A SOURCE OF CREDIT TO MEMBERS AT A FAIR AND REASONABLE RATE OF INTEREST. AS OF DECEMBER 31, 2013, THERE WERE 15,606 LOANS OUTSTANDING TOTALING $169,798,879. PAID DIVIDENDS ON MEMBER DEPOSITS TOTALING $1,157,459 FOR THE YEAR. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9170 0 1 139 1 1 1 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 X GLEN SCOTT 7852280149 3626 SW WANAMAKER ROAD TOPEKA KS 66614 DANIEL J RAMSEY CHAIRMAN 1.00 X 0 0 0 KEVIN J HAN VICE CHAIRMAN 1.00 X 0 0 0 KENNETH NORTON JR SECRETARY 1.00 X 0 0 0 STEVE CARDWELL DIRECTOR 1.00 X 0 0 0 STEVE LOWREY DIRECTOR 1.00 X 0 0 0 ANTHONY VARGAS DIRECTOR 1.00 X 0 0 0 TODD BEERMER DIRECTOR 1.00 X 0 0 0 GLEN SCOTT TREASURER, PRESIDENT/CEO 40.00 X X 252437 0 204091 RONALD D SMELTZER EXECUTIVE VICE PRESIDENT 40.00 X 143294 0 115809 395731 0 319900 2 0 1 0 0 INTEREST ON LOANS 522100 7808367 7808367 FEES & OTHER INCOME 522100 4281551 4281551 NON-MEMBER ATM FEES 522100 46066 46066 WARRANTY SALES 522100 5950 5950 12141934 826553 826553 55325 55325 13023812 12971796 52016 0 19495 715631 3164882 116582 312351 318121 9095 5681 82504 6168 355185 573910 1717678 518308 19931 133121 514430 111440 MEMBER DIVIDENDS 1157459 PROVISION FOR LOAN LOSS 583112 LOAN SERVICING 334321 NCUSIF ASSESSMENTS 165422 99390 11034217 4705916 4122778 22952900 17760623 157537511 168773601 539455 686431 12261536 4151802 8397604 8109734 33000000 39827588 680499 692086 5754060 7304544 233567945 247277385 2393598 2192368 1262734 1430907 206501048 218951511 210157380 222574786 X 0 0 0 0 23410565 24702599 23410565 24702599 233567945 247277385 X 1989595 -750510 52949 X 0 0 0 0 1 X 2054173 2054173 6984230 1681269 5302961 20505 1406 19099 3202628 2469127 733501 8109734 MEMBER SHARE DEPOSITS 217750520 ACCRUED DIVIDENDS PAYABLE 132141 ACCRUED POST RETIREMENT EXPENSE 386179 457(b) RETIREMENT PLAN 270780 457(f) RETIREMENT PLAN 251817 ACCRUED ANNUAL LEAVE 160074 218951511 Part IV, Line 2b: THE CREDIT UNION MAINTAINS ESCROW ACCOUNTS FOR INSURANCE AND PROPERTY TAXES RELATED TO MEMBER REAL ESTATE LOANS. ADDITIONALLY, PRINCIPAL AND INTEREST PAYMENTS FOR FREDDIE MAC LOANS ARE MAINTAINED IN A CUSTODIAL ACCOUNT UNTIL REMITTED MONTHLY. X 1 1 X X X 0 1 0 GLEN SCOTT TREASURER, PRESIDENT/CEO 225153 0 23870 0 3414 0 196903 0 7188 0 456528 0 0 0 RONALD D SMELTZER EXECUTIVE VICE PRESIDENT 130514 0 11877 0 903 0 95905 0 19904 0 259103 0 0 0 Part I, Line 1a ANNUAL YMCA MEMBERSHIP FEES ($420). Part I, Line 3 AN INDEPENDENT SALARY ADMINISTRATION FIRM MEETS WITH A COMMITTEE OF THE BOARD OF DIRECTORS, PROVIDES THEM WITH COMPARATIVE SALARY INFORMATION AND RECOMMENDATIONS, AND CONSULTS ON THE PRESIDENT/CEO'S SALARY. Part I, Line 4b THE FOLLOWING OFFICERS PARTICIPATED IN A 457(f) DEFERRED COMPENSATION PLAN AND THE RELATED AMOUNTS ACCRUED IN 2013 ARE LISTED BELOW: GLEN SCOTT, PRESIDENT/CEO - $170,810 RONALD D. SMELTZER, EXECUTIVE VICE PRESIDENT - $81,008 AT DECEMBER 31, 2013, THE PLAN'S INVESTMENTS TOTALED $2,977,684. NO AMOUNTS WERE PAID OUT IN 2013. Form 990, Part VI, Section A, line 6 THE CREDIT UNION IS MUTUALLY OWNED BY MEMBERS. Form 990, Part VI, Section A, line 7a THE BOARD OF DIRECTORS ARE ELECTED BY THE CREDIT UNION MEMBERS. Form 990, Part VI, Section A, line 7b CERTAIN SIGNIFICANT CHANGES ARE SUBJECT TO APPROVAL BY THE CREDIT UNION MEMBERS; HOWEVER, NO SUCH CHANGES WERE MADE DURING THE YEAR. Form 990, Part VI, Section B, line 11 THE FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY CREDIT UNION MANAGEMENT. UPON COMPLETION, THE RETURN IS REVIEWED AND APPROVED BY THE PRESIDENT/CEO. Form 990, Part VI, Section B, line 12c ON AN ANNUAL BASIS, ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY, DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS, AND SUBMIT A SIGNED STATEMENT TO THAT EFFECT. THESE STATEMENTS ARE MAINTAINED ON FILE AT THE CREDIT UNION. Form 990, Part VI, Section B, line 15 AN INDEPENDENT SALARY ADMINISTRATION FIRM MEETS WITH A COMMITTEE OF THE BOARD OF DIRECTORS, PROVIDES THEM WITH COMPARATIVE SALARY INFORMATION AND RECOMMENDATIONS, AND CONSULTS ON THE PRESIDENT/CEO'S SALARY. ALL OTHER MANAGEMENT COMPENSATION IS DETERMINED BY THE PRESIDENT/CEO AND IS PRESENTED AS PART OF THE BUDGET PACKAGE TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD'S DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES. Form 990, Part VI, Section C, line 19 FINANCIAL STATEMENTS ARE POSTED MONTHLY IN EACH BRANCH LOBBY, PRESENTED AT THE ANNUAL MEETING, AND ARE AVAILABLE UPON REQUEST. IN ADDITION, THE NCUA WEBSITE POSTS FINANCIAL INFORMATION AS PART OF THE QUARTERLY CALL REPORTS. OTHER DOCUMENTS, POLICIES, AND PROCEDURES ARE AVAILABLE UPON REQUEST. Form 990, Part XI, line 9: RETIREE HEALTH INSURANCE PLAN ADJUSTMENT 52,949.