2013-11-14T16:16:00-06:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2012-01-01 020240752 SERVICE CREDIT UNION SERV 6034228300 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 GORDON A SIMMONS 6034228300 2013-11-05 1 JANIS ISAACSON P00089104 6022662248 2012 2016-02-24 21:20:13Z GORDON A SIMMONS 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 134988496 0 X WWW.SERVICECU.ORG X 1957 NH CREDIT UNION OPERATED WITHOUT PROFIT FOR MUTUAL PURPOSES. 5 4 804 14 1948508 142164 0 0 132358469 134988496 0 0 0 0 132358469 134988496 0 0 0 0 34696377 38310390 0 0 0 65688701 68992900 100385078 107303290 31973391 27685206 1979083679 2205519032 1733533638 1931476238 245550041 274042794 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 2012 EXPENSES WERE $9,099,897, $2,634,135 AND $1,250,598, 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 48905 0 1 804 1 1 1 1 GM 0 0 0 0 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 SCOTT WENSLEY 6034228380 3003 LAFAYETTE ROAD PORTSMOUTH NH 03801 GORDON SIMMONS 64.00 X X 1131524 0 1252332 DAVID HANCHETT 8.00 X 896 0 0 BARBARA ROBERGE 8.00 X 9449 0 0 DAVID VAN ROSSUM 8.00 X 905 0 0 CLIFFORD TAYLOR 8.00 X 9473 0 0 JOANNE WHITING 8.00 X 10744 0 0 WILLIAM NEWMAN 54.00 X 445248 0 320308 SCOTT WENSLEY 45.00 X 339045 0 113164 WILLIAM ARNOLD 45.00 X 290500 0 59222 FAWN TERWILLIGER 45.00 X 272556 0 82352 DAN CLARKE 45.00 X 237939 0 48306 KAREN BENEDETTI 45.00 X 262959 0 79202 PHILIP VON STREICHER 45.00 X 208482 0 166824 THOMAS JOYCE 45.00 X 245002 0 76199 PATRICK HARRIGAN 45.00 X 186954 0 50323 FRED CURLEY 45.00 X 262189 0 97358 MICHAEL BERGERON 45.00 X 240037 0 108498 JOANNE NADEAU 45.00 X 183800 0 42520 ANDREW MCGEORGE 45.00 X 181251 0 24307 4518953 0 2520915 14 0 1 0 INTUIT FINANCIAL SERVICES PO BOX 515306 LOS ANGELES CA 90051 HOME BANKING AND ONLINE BILL PAY 3422227 KEENAN AND ASSOCIATES 7 ROSE LANE ATKINSON NH 03811 BUILDING CONSTRUCTION AND RENOVATION 1191807 OFFICE RESOURCE 374 CONGRESS ST BOSTON MA 02210 OFFICE FURNITURE 926788 IN LIGHTEN 9645 WEHRLE DR CLARENCE NY 14031 DIGITAL SIGNAGE FOR BRANCHES 900837 AUDIO VIDEO EXPERIENCE INC 33 LAFAYETTE RD HAMPTON FALLS NH 03844 VIDEO CONFERENCING HARDWARE AND SETUP 856882 5 PROGRAM SERVICE REVENUE 522100 133039988 133039988 UNRELATED BUSINESS INCOME 900099 1948508 1948508 134988496 134988496 133039988 1948508 0 7039868 19940260 3180714 6108986 2040562 84628 4170962 553706 3785658 389535 17718 19238009 3342486 383458 OPERATIONS 37026740 107303290 15825281 16617746 308821385 319792272 16507596 16933098 1307467520 1401891017 2487361 2178026 105099575 26689687 36659090 78409888 233247569 322068187 58067877 47628798 1979083679 2205519032 50031325 40258008 153878388 178175790 1529623925 1713042440 1733533638 1931476238 X 0 0 0 0 245550041 274042794 245550041 274042794 1979083679 2205519032 X 27685206 807547 X X 0 1 X 1 0 12026868 12026868 59074091 7236778 51837313 6577285 4050483 2526802 27421331 15402426 12018905 78409888 SECURITIES AND OTHER INVESTMENTS 322068187 F 322068187 IRA CERTIFICATES 73736063 OTHER CERTIFICATES 643877962 SHARE ACCOUNTS 995428415 1713042440 X X X 1 1 X X X X X X 0 1 0 GORDON SIMMONS 670242 0 430000 0 31282 0 1239356 0 12976 0 2383856 0 0 0 WILLIAM NEWMAN 314247 0 126808 0 4193 0 307332 0 12976 0 765556 0 0 0 SCOTT WENSLEY 245599 0 89672 0 3774 0 100188 0 12976 0 452209 0 0 0 WILLIAM ARNOLD 201333 0 88164 0 1003 0 41703 0 17519 0 349722 0 0 0 FAWN TERWILLIGER 201482 0 69026 0 2048 0 69376 0 12976 0 354908 0 0 0 DAN CLARKE 175229 0 60257 0 2453 0 47306 0 1000 0 286245 0 0 0 KAREN BENEDETTI 170639 0 90234 0 2086 0 61683 0 17519 0 342161 0 0 0 PHILIP VON STREICHER 166583 0 37912 0 3987 0 153848 0 12976 0 375306 0 0 0 THOMAS JOYCE 200441 0 37580 0 6981 0 75199 0 1000 0 321201 0 0 0 PATRICK HARRIGAN 160668 0 25493 0 793 0 32804 0 17519 0 237277 0 0 0 FRED CURLEY 216598 0 41834 0 3757 0 79839 0 17519 0 359547 0 0 0 MICHAEL BERGERON 129455 0 109178 0 1404 0 90979 0 17519 0 348535 0 0 0 JOANNE NADEAU 154462 0 27824 0 1514 0 34553 0 7967 0 226320 0 0 0 ANDREW MCGEORGE 129938 0 35000 0 16313 0 6871 0 17436 0 205558 0 0 0 PART I, LINE 4B GORDON SIMMONS $1,212,000 - SERP EXPENSE SCOTT WENSLEY $59,113 - SERP EXPENSE WILLIAM NEWMAN $231,660 - SERP EXPENSE PHILLIP VON STREICHER $85,820 - 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 VICE PRESIDENT FINANCE, 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: OTHER COMPREHENSIVE INCOME 327,406. UNREALIZED GAIN/LOSS ON AVAILIBLE FOR SALE SECURITIES 480,141. FORM 990, PART XII, LINE 2C: THE SUPERVISORY COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS.