2014-11-13T14:23:40-06:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2013-01-01 020240752 SERVICE CREDIT UNION SERV 6034228300 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 ANDREW MCGEORGE CFO 6034228300 2014-11-10 1 JANIS ISAACSON P00089104 6022662248 2013 2015-11-30 17:44:51Z ANDREW MCGEORGE 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 134481413 0 X WWW.SERVICECU.ORG X 1957 NH CREDIT UNION OPERATED WITHOUT PROFIT FOR MUTUAL PURPOSES. 5 4 820 14 1767486 -43375 0 0 134988496 134481413 0 0 0 0 134988496 134481413 0 0 0 0 38310390 42450337 0 0 0 68992900 71220179 107303290 113670516 27685206 20810897 2205519032 2348031305 1931476238 2058812102 274042794 289219203 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 2013 EXPENSES WERE $7,969,176, $2,825,849 AND $1,129,934, 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 0 0 0 1 44403 0 1 820 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 64.00 X X 1076315 0 1921634 DAVID HANCHETT CHAIRMAN 8.00 X 1058 0 0 BARBARA ROBERGE VICE CHAIRWOMAN 8.00 X 9992 0 0 DAVID VAN ROSSUM DIRECTOR 8.00 X 2569 0 0 CLIFFORD TAYLOR DIRECTOR 8.00 X 10567 0 0 JOANNE WHITING ASSOCIATE DIRECTOR 8.00 X 16197 0 0 WILLIAM NEWMAN EXECUTIVE VICE PRESIDENT 54.00 X 469544 0 323610 SCOTT WENSLEY CFO 45.00 X 380219 0 602509 WILLIAM ARNOLD CIO 45.00 X 307762 0 63370 FAWN TERWILLIGER VP LENDING 45.00 X 305739 0 85654 DAN CLARKE VP MEMBER SERVICES 45.00 X 261582 0 49629 KAREN BENEDETTI VP MARKETING 45.00 X 274541 0 83350 PHILIP VON STREICHER VP OVERSEAS BRANCH ADMINIS 45.00 X 221770 0 179307 THOMAS JOYCE VP OVERSEAS OPERATIONS 45.00 X 246580 0 76341 PATRICK HARRIGAN VP REGULATORY COMPLIANCE A 45.00 X 209124 0 52118 FRED CURLEY VP HUMAN RESOURCES 45.00 X 303553 0 100644 MICHAEL BERGERON VP LOGISTICS 45.00 X 179578 0 107145 JOANNE NADEAU VP EDUCATION 45.00 X 204869 0 51391 ANDREW MCGEORGE VP FINANCE 45.00 X 191966 0 36738 4673525 0 3733440 25 0 1 0 DIGITAL INSIGHT PO BOX 515306 LOS ANGELES CA 90051 HOME BANKING & ONLINE BILL PAY 4007933 KEENAN AND ASSOCIATES 7 ROSE LANE ATKINSON NH 03811 BUILDING CONSTRUCTION AND RENOVATION 2602419 ALLIED SOLUTIONS 1320 CITY CENTER DRIVE SUITE 300 CARMEL IN 46032 INSURANCE PRODUCTS FOR MEMBERS 919891 REWARDSNOW 383 CENTRAL AVENUE SUITE 350 DOVER NH 03820 MAINTAINS TRACKING OF POINTS/GIFTS ON CR 904566 FINANCIAL SUPERMARKETS INC PO BOX 1450 383 CLARKESVILLE ST CORNELIA GA 30531 IN-STORE BRANCH RENTALS AND BUILDOUTS 751956 50 PROGRAM SERVICE REVENUE 522100 132713927 132713927 UNRELATED BUSINESS INCOME 900099 1767486 1767486 134481413 134481413 132713927 1767486 0 8406965 21071863 2844837 7980531 2146141 77428 3945175 601586 3648065 420536 54290 17195601 4626738 468652 OPERATIONS 40182108 113670516 16617746 18426457 319792272 248094021 16933098 30140227 1401891017 1557316447 2178026 2613569 115861020 30552162 78409888 85308858 322068187 344824393 47628798 61307333 2205519032 2348031305 40258008 43278959 178175790 172171687 1713042440 1843361456 1931476238 2058812102 X 0 0 0 0 274042794 289219203 274042794 289219203 2205519032 2348031305 X 20810897 -5634488 X X 0 1 X 1 0 16194460 16194460 61300718 8419921 52880797 7796837 4575710 3221127 30569005 17556531 13012474 85308858 SECURITIES AND OTHER INVESTMENTS 344824393 F 344824393 IRA CERTIFICATES 77713263 OTHER CERTIFICATES 624674006 SHARE ACCOUNTS 1140974187 1843361456 X X X 1 1 X X X X X X 0 1 0 GORDON SIMMONS PRESIDENT/CEO 676744 0 361600 0 37971 0 1906156 0 15478 0 2997949 0 0 0 WILLIAM NEWMAN EXECUTIVE VICE PRESIDENT 324886 0 139299 0 5359 0 308132 0 15478 0 793154 0 0 0 SCOTT WENSLEY CFO 257143 0 120304 0 2772 0 587031 0 15478 0 982728 0 0 0 WILLIAM ARNOLD CIO 212196 0 94600 0 966 0 42503 0 20867 0 371132 0 0 0 FAWN TERWILLIGER VP LENDING 209664 0 94269 0 1806 0 70176 0 15478 0 391393 0 0 0 DAN CLARKE VP MEMBER SERVICES 183542 0 76223 0 1817 0 48629 0 1000 0 311211 0 0 0 KAREN BENEDETTI VP MARKETING 177157 0 95730 0 1654 0 62483 0 20867 0 357891 0 0 0 PHILIP VON STREICHER VP OVERSEAS BRANCH ADMINIS 173702 0 43200 0 4868 0 163829 0 15478 0 401077 0 0 0 THOMAS JOYCE VP OVERSEAS OPERATIONS 202468 0 38092 0 6020 0 75944 0 397 0 322921 0 0 0 PATRICK HARRIGAN VP REGULATORY COMPLIANCE A 166056 0 42244 0 824 0 34599 0 17519 0 261242 0 0 0 FRED CURLEY VP HUMAN RESOURCES 225136 0 73411 0 5006 0 80639 0 20005 0 404197 0 0 0 MICHAEL BERGERON VP LOGISTICS 135425 0 42930 0 1223 0 86278 0 20867 0 286723 0 0 0 JOANNE NADEAU VP EDUCATION 164223 0 39159 0 1487 0 36201 0 15190 0 256260 0 0 0 ANDREW MCGEORGE VP FINANCE 141558 0 50096 0 312 0 15871 0 20867 0 228704 0 0 0 PART I, LINE 4B GORDON SIMMONS $1,878,000 - SERP EXPENSE SCOTT WENSLEY $545,156 - SERP EXPENSE WILLIAM NEWMAN $231,660 - SERP EXPENSE PHILIP VON STREICHER $94,489 - 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 1,227,585. UNREALIZED GAIN/LOSS ON AVAILIBLE FOR SALE SECURITIES -6,862,073. FORM 990, PART XII, LINE 2C: THE SUPERVISORY COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS.