FIRST COMMUNITY CREDIT UNION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FIRST COMMUNITY CREDIT UNION (EIN 93-0468003)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201403169349304690
- Schema version
- 2013v3.1
- 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 | 2014-11-12T17:22:00-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930468003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMUNITY CREDIT UNION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS STREET | AddressLine1 |
| City | COQUILLE | City |
| State | OR | State |
| ZIP Code | 97423 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ELMER PRESIDENTCEO | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENTCFO | PersonTitleTxt |
| Phone | 5413962145 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID ELMER PRESIDENTCEO | PrincipalOfficerNm |
| Gross Receipts | $36,481,832 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (true) | AllAffiliatesIncludedInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MYFIRSTCCU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD LASTING FINANCIAL RELATIONSHIPS THROUGH PERSONALIZED BANKING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 309 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $1,432,364 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,325,507 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,545,995 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,293,466 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,411,019 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,201,690 | PYOtherRevenueAmt |
| CY Other Revenue | $1,524,818 | CYOtherRevenueAmt |
| PY Total Revenue | $40,820,663 | PYTotalRevenueAmt |
| CY Total Revenue | $36,481,832 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,270 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,067 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,045,883 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,110,064 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,979,454 | PYOtherExpensesAmt |
| CY Other Expenses | $14,093,186 | CYOtherExpensesAmt |
| PY Total Expenses | $33,043,607 | PYTotalExpensesAmt |
| CY Total Expenses | $30,212,317 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,777,056 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,269,515 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $752,014,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $772,760,355 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $682,458,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $696,934,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,556,364 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,825,879 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BUILD LASTING FINANCIAL RELATIONSHIPS THROUGH PERSONALIZED BANKING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | ALL ACTIVITIES OF A STATE CHARTERED CREDIT UNION INCLUDING FUNDING AND SERVICING OF LOANS DEPOSITS ACH SERVICES ATM ACCESS ETC. SERVICES ARE PROVIDED MONDAY THROUGH FRIDAY WITH THE EXCEPTION OF FEDERAL HOLIDAYS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10539 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 309 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | 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 | RENEE NELSON EVPCFO | PersonNm |
| Phone | 5413962145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1 |
| City | COQUILLE | City |
| State | OR | State |
| ZIP Code | 97423 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FRANK SPROUL | ||||||||
| BOARD MEMBER (CHAIRMAN) | 1 | Yes (X) | $0 | $0 | $0 | |||
| MARY ELLEN ROBBINS | ||||||||
| BOARD MEMBER (VICE CHAIRPERSON) | 1 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH DAVIS | ||||||||
| BOARD MEMBER (SECRETARY) | 1 | Yes (X) | $0 | $0 | $0 | |||
| DAN GIBSON | ||||||||
| BOARD MEMBER (TREASURER) | 1 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MENEFEE | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS ERICKSON | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| LINDA FURMAN GRILE | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN MCALPIN | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| GERALD PRICKETT | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MOHRLAND | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| HALL THOMAS | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| SHAUN HOBACK | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD MCCUSKER | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| JUNE CHADBOURNE | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY DENNEY | ||||||||
| BOARD MEMBER | 1 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ELMER | ||||||||
| PRESIDENTCEOTREASURER | 40 | $403,537 | $0 | $27,689 | Yes (X) | |||
| RENEE NELSON | ||||||||
| EXECUTIVE VICE PRESIDENTCFO | 40 | $298,099 | $0 | $65,189 | Yes (X) | |||
| DENISE HILL | ||||||||
| EXECUTIVE VICE PRESIDENTCOO | 40 | $223,389 | $0 | $15,115 | Yes (X) | |||
| MARGARET RICE | ||||||||
| HUMAN RESOURCES DIRECTOR | 40 | $454,807 | $0 | $15,115 | Yes (X) | |||
| JOHN NICOLAUS | ||||||||
| VICE PRESIDENT - INVESTMENT SERVICES | 40 | $351,010 | $0 | $27,689 | Yes (X) | |||
| CHARLA ZELTVAY | ||||||||
| CREDIT UNION OPERATIONS ADVISOR | 40 | $169,501 | $0 | $3,183 | Yes (X) | |||
| SUSAN HARRINGTON | ||||||||
| REGIONAL VICE PRESIDENT | 40 | $150,619 | $0 | $20,287 | Yes (X) | |||
| DENISE DEWALD | ||||||||
| REGIONAL VICE PRESIDENT | 40 | $134,938 | $0 | $26,967 | Yes (X) | |||
| KATHRYN JACKSON | ||||||||
| VICE PRESIDENT - REAL ESTATE LENDING | 40 | $129,415 | $0 | $17,815 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,315,315 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $219,049 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADROIT CONSTRUCTION CO | |||||
| PO BOX 609 | ASHLAND | OR | 97520 | CONSTRUCTION | $1,175,634 |
| JACK HENRY ASSOCIATES | |||||
| PO BOX 503328 | ST LOUIS | MO | 63150 | SERVICE PRODUCTS | $425,011 |
| CENTURYLINK | |||||
| PO BOX 4300 | CAROL STREAM | IL | 60197 | PHONEDATA SERVICES | $367,423 |
| DIEBOLD | |||||
| PO BOX 643543 | PITTSBURGH | PA | 15264 | SUPPORT SERVICES | $357,449 |
| HGE INC | |||||
| 375 PARK AVE STE 1 | COOS BAY | OR | 97420 | ARCHITECTURE SERVICES | $251,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON LOANS | 522130 | $23,056,770 | $23,056,770 |
| OTHER OPERATING INCOME | 522130 | $9,489,225 | $9,489,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,545,995 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,272,083 | TotalRevenueColumnAmt |
| Exclusion | $2,272,083 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,454 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,454 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,454 | TotalRevenueColumnAmt |
| Exclusion | $92,454 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,105,028 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,966,092 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $138,936 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,936 | TotalRevenueColumnAmt |
| Exclusion | $138,936 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| INSURANCE SALES | 524290 | $580,522 | $580,522 |
| NON-MEMBER ATM INCOME | 522130 | $119,522 | $119,522 |
| INVESTMENT SERVICES | 523900 | $732,320 | $732,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,432,364 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,481,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,545,995 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,432,364 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,503,473 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,067 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,365 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,800,700 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,495 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,443 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,142,061 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,305 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,500 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,071 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,204 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,582 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,613 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,501,245 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,273 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,017 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,685 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,452 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,065 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROVISION FOR LOAN LOSS | $2,080,602 |
| OFFICE OPERATIONS | $4,054,733 |
| NCUSIF & MEMBER INSURANCE | $566,808 |
| ASSOCIATION DUES | $76,828 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,203 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,212,317 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,299,117 | BOYAmt |
| EOY | $7,852,763 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,555,921 | BOYAmt |
| EOY | $204,917,430 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,327 | BOYAmt |
| EOY | $1,058,837 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,843,820 | BOYAmt |
| EOY | $395,723,955 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,138 | BOYAmt |
| EOY | $652,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,762,827 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,065,846 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,565,749 | BOYAmt |
| EOY | $27,696,981 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,783,944 | BOYAmt |
| EOY | $97,744,841 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,909,110 | BOYAmt |
| EOY | $1,894,505 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,631,226 | BOYAmt |
| EOY | $10,351,290 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,669,176 | BOYAmt |
| EOY | $24,866,805 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,014,528 | BOYAmt |
| EOY | $772,760,355 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,327,249 | BOYAmt |
| EOY | $5,386,919 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,130,915 | BOYAmt |
| EOY | $691,547,557 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,458,164 | BOYAmt |
| EOY | $696,934,476 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,556,364 | BOYAmt |
| EOY | $75,825,879 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,556,364 | BOYAmt |
| EOY | $75,825,879 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,014,528 | BOYAmt |
| EOY | $772,760,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,269,515 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,492,735 | OtherCostOrOtherBasisAmt |
| Book Value | $6,492,735 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,543,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,349,161 | DepreciationAmt |
| Book Value | $18,194,396 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,974,033 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,271,855 | DepreciationAmt |
| Book Value | $1,702,178 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,752,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,444,830 | DepreciationAmt |
| Book Value | $1,307,672 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,696,981 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER SHARES | Desc |
| Amt | $691,547,557 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $691,547,557 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| DAVID ELMER PRESIDENTCEO | |||||
| $318,750 | $32,500 | $52,287 | $8,750 | $18,939 | $431,226 |
| RENEE NELSON | |||||
| $237,917 | $21,501 | $38,681 | $46,250 | $18,939 | $363,288 |
| DENISE HILL EXECUTIVE VICE PRESIDE | |||||
| $189,135 | $16,500 | $17,754 | $8,750 | $6,365 | $238,504 |
| MARGARET RICE HUMAN RESOURCES DIRE | |||||
| $40,493 | $9,900 | $404,414 | $8,750 | $6,365 | $469,922 |
| JOHN NICOLAUS VP - INVESTMENT SERV | |||||
| $351,010 | $8,750 | $18,939 | $378,699 | ||
| CHARLA ZELTVAY CREDIT UNION OPERAT | |||||
| $169,501 | $3,183 | $172,684 | |||
| SUSAN HARRINGTON REGIONAL VICE PRE | |||||
| $135,000 | $10,619 | $5,000 | $7,531 | $12,756 | $170,906 |
| DENISE DEWALD REGIONAL VICE PRESID | |||||
| $125,000 | $9,913 | $25 | $8,028 | $18,939 | $161,905 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SEE DETAILS | FormAndLineReferenceDesc |
| Explanation | PART VI SECTION A 6 7A & 7B EACH PERSON WHO HAS PURCHASED A 1 SHARE AND OPENED AN ACCOUNT WITH THE ORGNIZATION IS A MEMBER. EACH MEMBER OF THE ORGANIZATION CAN VOTE FOR THE MEMBERS OF THE BOARD OF DIRECTORS AS WELL AS OTHER ISSUES THAT ARE BROUGHT BEFORE THE MEMBERSHIP TO BE VOTED ON. PART VI SECTION B 11B THE FORM 990 IS PREPARED BY THE VP OF ACCOUNTING. IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW. PART VI SECTION B 12C THE BOARD AND OFFICERS REGULARLY REVIEW AND CONSISTENTLY ENFORCE THE POLICIES OF THE ORGANIZATION. THE POLICIES ARE REVIEWED ANNUALLY AND AS NEEDED ON A CASE BY CASE BASIS. THE POLICIES ARE POSTED ON THE ORGANIZATIONS INTRANET FOR EMPLOYEE REFERENCE. PART VI SECTION B 15A & 15B ANNUAL REVIEWS ARE PERFORMED BY THE BOARD FOR THE CEO AT THE BEGINNING OF EACH YEAR USING SALARY SURVEY DATA. THE PERFORMANCE FOR THE LAST YEAR IS ANALYZED AND PAY INCREASES ARE ADMINISTERED AS DEEMED NECESSARY. THE CEO DOES THE SAME ANNUAL REVIEW PROCESS WITH THE OTHER OFFICERS OF THE ORGANIZATION AND ALSO ADMINISTERS ANY BOARD APPROVED SALARY INCREASES AS WARRANTED. PART VI SECTION C 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST AS WELL AS THE MONTHLY FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ARE ALSO POSTED IN THE BRANCHES FOR REVIEW BY THE PUBLIC. | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON FINANCIAL SERVICES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1 |
| City | COQUILLE | City |
| State | OR | State |
| ZIP Code | 97423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930568003 | EIN |
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $167,631 | TotalIncomeAmt |
| End Of Year Assets | $19,480 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |