COLUMBIA COMMUNITY CREDIT UNION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COLUMBIA COMMUNITY CREDIT UNION (EIN 91-0617775)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349305923
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T15:04:49-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910617775 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA COMMUNITY CREDIT UNION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLU | NameControl |
| Phone | 3608914000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1 |
| City | VANCOUVER | City |
| State | WA | State |
| ZIP Code | 98666 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHON KENNY | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 3608914000 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY CAMPOS | Name |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHON KENNY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1 |
| City | VANCOUVER | City |
| State | WA | State |
| ZIP Code | 98666 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 55925665 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.COLUMBIACU.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | A STRONG, MEMBER FINANCIAL COOPERATIVE PROVIDING VALUE THROUGH: MEETING MEMBERS' NEEDS WITH QUALITY SERVICES AND PRODUCTS; CARING FOR MEMBERS AT EVERY CONTACT; AND ENHANCING THE COMMUNITIES WE SERVE THROUGH VOLUNTEERISM AND LEADERSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 300 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 1395427 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -105158 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 41595791 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 45124590 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1885455 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2669013 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43481246 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47793603 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 190727 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 212448 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13004519 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13820406 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24213848 | OtherExpensePriorYear |
| Other Expenses Current Year | 20495157 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 37409094 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34528011 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6072152 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13265592 | RevenuesLessExpensesCY |
| Total Assets BOY | 815563610 | TotalAssetsBOY |
| Total Assets EOY | 890945323 | TotalAssetsEOY |
| Total Liabilities BOY | 733987260 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 795474598 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 81576350 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 95470725 | NetAssetsOrFundBalancesEOY |
| Mission Description | A STRONG, MEMBER FINANCIAL COOPERATIVE PROVIDING VALUE THROUGH: MEETING MEMBERS' NEEDS WITH QUALITY SERVICES AND PRODUCTS; CARING FOR MEMBERS AT EVERY CONTACT; AND ENHANCING THE COMMUNITIES WE SERVE THROUGH VOLUNTEERISM AND LEADERSHIP. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | COLUMBIA COMMUNITY CREDIT UNION IS A WASHINGTON STATE-CHARTERED CREDIT UNION REGULATED BY THE DIVISION OF CREDIT UNIONS, A DIVISION WITH THE WASHINGTON STATE DEPARTMENT OF FINANCIAL INSTITUTIONS. MEMBERS' SHARES AND DEPOSITS ARE INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. THE MAIN PURPOSE OF THE CREDIT UNION IS TO BUY AND SELL MONEY TO ITS MEMBERS THROUGH PRODUCTS SUCH AS LOAN AND DEPOSIT ACCOUNTS. THE CREDIT UNION ALSO MAINTAINS AN INVESTMENT PORTFOLIO. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 20445 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 300 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNY HARRIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3606193300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 BROADWAY SUITE 500 | AddressLine1 |
| City | VANCOUVER | City |
| State | WA | State |
| ZIP Code | 98660 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JUDY CHIPMAN | ||||||||
| CHAIR | 2.50 | X | X | 0 | 0 | 0 | ||
| CHUCK MCDONALD | ||||||||
| VICE CHAIR | 2.50 | X | X | 0 | 0 | 0 | ||
| PAUL MONTAGUE | ||||||||
| TREASURER | 2.50 | X | X | 0 | 0 | 0 | ||
| DEAN SUTHERLAND | ||||||||
| SECRETARY | 2.50 | X | X | 0 | 0 | 0 | ||
| BILL BARON | ||||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |||
| LARRY PAULSON | ||||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |||
| ALFRED SCHAUER | ||||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |||
| PAT STRYKER | ||||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |||
| ALISHA TOPPER | ||||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |||
| STEPHON KENNY | ||||||||
| PRESIDENT/CEO | 40.00 | X | 328167 | 0 | 79767 | |||
| RONALD DOBYNS | ||||||||
| SVP CFO | 40.00 | X | 160557 | 0 | 15181 | |||
| BILL FULK | ||||||||
| EXECUTIVE VP/COO | 40.00 | 182246 | 0 | 28431 | X | |||
| JEFF BANNAN | ||||||||
| VP MORTGAGE SALES | 40.00 | 183095 | 0 | 15520 | X | |||
| JILL KUSMIREK | ||||||||
| VP WEALTH MANAGEMENT | 40.00 | 158314 | 0 | 14427 | X | |||
| COLLEEN BOCCIA | ||||||||
| SVP CHIEF DEPOSIT OFFICER/MKTG | 40.00 | 149060 | 0 | 20372 | X | |||
| RON ENTENMAN | ||||||||
| REGISTERED REP | 40.00 | 145909 | 0 | 16778 | X | |||
| HOLLY MECALIS | ||||||||
| INDIRECT LOAN SALES MANAGER | 40.00 | 141943 | 0 | 12717 | X | |||
| MICHAEL FLOREA | ||||||||
| SVP CHIEF INFORMATION OFFICER | 40.00 | 122834 | 0 | 25030 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1572125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 228223 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DIGITAL INSIGHT CORP | |||||
| 26025 MUREAU RD | CALABASAS | CA | 91302 | PC BANKING/E STATEMENTS | 749178 |
| EHS DESIGN INC | |||||
| 821 2ND AVE 400 | SEATTLE | WA | 98104 | ARCHITECTURE FEES | 571235 |
| RUN SPOT RUN MEDIA INC | |||||
| 16004 SW TUALATIN SHERWOOD RD | SHERWOOD | OR | 97140 | ADVERTISING | 510249 |
| KAYE-SMITH | |||||
| 4810 N LAGOON AVE | PORTLAND | OR | 97217 | STATEMENTS | 416778 |
| CHRISTEL AND ISELY LLP | |||||
| 105 W EVERGREEN BLVD 200 | VANCOUVER | WA | 98660 | LEGAL | 304882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| INTEREST/FEES ON LOANS | 522100 | 30332146 | 30332146 | |
| OTHER OPERATING INCOME | 522100 | 10487707 | 9092280 | 1395427 |
| FEES & SERVICE CHARGES | 522100 | 4304737 | 4304737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 45124590 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2656567 | TotalRevenueColumn |
| Exclusion | $2,656,567 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3000000 | Securities |
| Other | 5144508 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2998791 | Securities |
| Other | 5133271 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1209 | Securities |
| Other | 11237 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12446 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11237 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,209 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47793603 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43740400 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1395427 | UnrelatedBusinessRevenue |
| Exclusion | $2,657,776 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212448 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 992964 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10038805 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406465 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1404325 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977847 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 374093 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141468 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509487 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1485365 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1471192 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4347625 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1922572 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32202 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 451292 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2005567 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1665450 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314353 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| OREO OPERATING EXPENSE | 1696789 |
| SERVICE FEES | 1527959 |
| PROVISION FOR LOAN LOSS | 1467234 |
| NCUA ASSESSMENT | 700296 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382213 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34528011 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72822272 | BOY |
| EOY | 42207768 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111916 | BOY |
| EOY | 259971 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584920354 | BOY |
| EOY | 618092257 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773629 | BOY |
| EOY | 770663 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38290490 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19880522 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19314688 | BOY |
| EOY | 18409968 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111696600 | BOY |
| EOY | 188562013 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2846800 | BOY |
| EOY | 2796200 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23077351 | BOY |
| EOY | 19846483 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 815563610 | BOY |
| EOY | 890945323 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11630563 | BOY |
| EOY | 13071217 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634948 | BOY |
| EOY | 706079 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721721749 | BOY |
| EOY | 781697302 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733987260 | BOY |
| EOY | 795474598 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81576350 | BOY |
| EOY | 95470725 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81576350 | BOY |
| EOY | 95470725 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 815563610 | BOY |
| EOY | 890945323 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 13265592 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 628783 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 5000 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Of Internal Funds Contributed | 5000 | AmtOfInternalFundsContributed |
| Total Exmpt Function Expenditures | 5000 | TotalExmptFunctionExpenditures |
| Form1120 Pol Filed | 1 | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs
Name Of527 Organization NameOf527Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CREDIT UNION ASSOCIATION PAC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33301 9TH AVE S SUITE 200 | AddressLine1 |
| City | FEDERAL WAY | City |
| State | WA | State |
| ZIP Code | 98003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910460483 | EIN |
| Amt Pd From Internal Funds | 5000 | AmtPdFromInternalFunds |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: | Identifier |
| Return Reference | PART I-A, LINE 1: | ReturnReference |
| Explanation | THE CREDIT UNION HAS ONLY INDIRECT POLITICAL CAMPAIGN ACTIVITY THROUGH CONTRIBUTIONS TO OTHER ORGANIZATIONS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6395242 | OtherCostOrOtherBasis |
| Book Value | 6395242 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14201504 | OtherCostOrOtherBasis |
| Depreciation | 5629401 | Depreciation |
| Book Value | 8572103 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3036166 | OtherCostOrOtherBasis |
| Depreciation | 2844101 | Depreciation |
| Book Value | 192065 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13449829 | OtherCostOrOtherBasis |
| Depreciation | 11407020 | Depreciation |
| Book Value | 2042809 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1207749 | OtherCostOrOtherBasis |
| Book Value | 1207749 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18409968 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERS' SHARES | Description |
| Amount | $781,697,302 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 781697302 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 47781157 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 47781157 | RevenueSubtotal |
| Other Revenues Not Included | 12446 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12446 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 47793603 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34515565 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -12446 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -12446 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34528011 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34528011 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | ESCROW ACCOUNTS FOR MEMBER REAL ESTATE LOANS TO PAY REAL ESTATE TAXES. | |
| PART X, LINE 2: | THE CREDIT UNION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS, IF ANY, ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE CREDIT UNION RECOGNIZES INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS AN ADMINISTRATIVE EXPENSE. THE CREDIT UNION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2012 OR 2011. DURING THE YEARS ENDED DECEMBER 31, 2012 AND 2011, THE CREDIT UNION RECOGNIZED NO INTEREST AND PENALTIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| GAIN ON SALE OF ASSETS REPORTED AS EXPENSE ON FS 12,446. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| GAIN ON SALE OF ASSETS REPORTED AS EXPENSE ON FS -12,446. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| YWCA OF CLARK COUNTY | |||||||
| 3609 MAIN ST | VANCOUVER | WA | 98663 | 910569882 | 501(C)(3) | 8500 | ANNUAL LUNCHEON AND HOLIDAY DONATION - CONTRIBUTION TO FUND PROGRAMS |
| COLUMBIA RIVER ECONOMIC DEVELOPMENT COUNCIL | |||||||
| 805 BROADWAY ST STE 412 | VANCOUVER | WA | 98660 | 911186305 | 501(C)(4) | 14299 | ANNUAL PLEDGE TO BRING BUSINESS IMPROVEMENTS TO COMMUNITY |
| FOUNDATION FOR VANCOUVER PUBLIC SCHOOLS | |||||||
| PO BOX 6039 | VANCOUVER | WA | 98668 | 910971800 | 501(C)(3) | 10000 | SUPPORT FOR EDUCATIONAL PROGRAMS AND SPONSORSHIPS |
| PEACEHEALTH SOUTHWEST WASHINGTON MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 1600 | VANCOUVER | WA | 98668 | 911231436 | 501(C)(3) | 5495 | SUPPORT FOR HEALTH CARE PROGRAMS IN COMMUNITY |
| IDENTITY CLARK COUNTY | |||||||
| 915 BROADWAY ST STE 302 | VANCOUVER | WA | 98660 | 911623724 | 501(C)(3) | 7500 | SUPPORT FOR COMMUNITY DEVELOPMENT AND IMPROVEMENTS |
| FORT VANCOUVER REGIONAL LIBRARY FOUNDATION | |||||||
| PO BOX 2384 | VANCOUVER | WA | 98668 | 911456753 | 501(C)(3) | 15000 | ANNUAL AUCTION CONTRIBUTION TO FUND LIBRARY PROGRAMS |
| LOAVES & FISHES | |||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | 930584318 | 501(C)(3) | 10000 | SUPPORT SENIOR CITIZEN MEALS ON WHEELS |
| COLUMBIA SPRINGS | |||||||
| 12208 SE EVERGREEN HWY | VANCOUVER | WA | 98683 | 912127405 | 501(C)(3) | 10662 | ENVIRONMENTAL EDUCATION |
| SECOND STEP HOUSING | |||||||
| 2500 MAIN ST STE 120 | VANCOUVER | WA | 98660 | 911691325 | 501(C)(3) | 5000 | BASIC NEEDS - MENTAL HEALTH, TRANSITIONAL HOUSING, COUNSELING, ETC. |
| COMMUNITY SERVICE NORTHWEST | |||||||
| PO BOX 1845 | VANCOUVER | WA | 98686 | 141848332 | 501(C)(3) | 5000 | PROVIDES QUALITY MENTAL HEALTH SERVICES TO RESIDENTS OF CLARK COUNTY |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641927 | PULLMAN | WA | 99164 | 911075542 | 501(C)(3) | 12000 | ANNUAL PLEDGE WSU VANCOUVER ENGINEERING DEVELOPMENT FUND |
| CHILDRENS CENTER | |||||||
| PO BOX 484 | VANCOUVER | WA | 98666 | 911459420 | 501(C)(3) | 5000 | MENTAL HEALTH SERVICES FOR KIDS |
| SHARE INC | |||||||
| PO BOX 1209 | VANCOUVER | WA | 98666 | 911205119 | 501(C)(3) | 6200 | SERVING THE HUNGRY AND HOMELESS IN CLARK COUNTY |
| BOYS & GIRLS CLUB OF SOUTHWEST WASHINGTON | |||||||
| 111 MAIN ST | VANCOUVER | WA | 98660 | 911978646 | 501(C)(3) | 5000 | SUPPORT FOR PROGRAMS THAT PROVIDE OUNG PEOPLE SERVICES DESIGNED TO BUILD CHARACTER AND STRENGTHEN LIFE SKILLS |
| FORT VANCOUVER NATIONAL HISTORIC RESERVE TRUST | |||||||
| 750 ANDERSON ST | VANCOUVER | WA | 98661 | 911937645 | 501(C)(3) | 5600 | ADVANCE PRESERVATION AND EDUCATION OF FORT VANCOUVER NATIONAL SITE |
| VANCOUVER HUMANE SOCIETY & SPCA | |||||||
| 1100 NE 192ND AVE | VANCOUVER | WA | 98684 | 910759124 | 501(C)(3) | 8140 | SUPPORT FOR PROGREAMS, CARING FOR ANIMALS |
| CREDIT UNION FOR KIDS | |||||||
| PO BOX 1739 | VANCOUVER | WA | 98668 | 203988310 | 501(C)(3) | 7500 | HELPING CHILDREN AT DOERNBECHER CHILDREN'S HOSPITAL |
| CLARK COUNTY AUDITOR | |||||||
| PO BOX 9808 | VANCOUVER | WA | 98666 | 916001299 | GOVERNMENT | 10000 | SUPPORT FOR SUSTAINABLE INITIATIVES AT RECYCLED ARTS FESTIVAL |
| NON PROFIT NETWORK | |||||||
| PO BOX 822379 | VANCOUVER | WA | 98682 | 261396970 | 501(C)(3) | 5000 | SUPPORT FOR PROGRAMS ASSISTING ALL LOCAL NON-PROFITS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: WHEN MONEY IS DONATED, AN INTERNAL COMMITTEE ENSURES IT GOES TOWARD THE NON-PROFIT IT WAS INTENDED FOR AND REQUESTS A FOLLOW UP FROM THE NON-PROFIT ON HOW IT WAS USED AND WHO BENEFITED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHON KENNY | ||||||||||||||
| PRESIDENT/CEO | 262180 | 0 | 56987 | 0 | 9000 | 0 | 62247 | 0 | 17520 | 0 | 407934 | 0 | 0 | 0 |
| RONALD DOBYNS | ||||||||||||||
| SVP CFO | 155157 | 0 | 0 | 0 | 5400 | 0 | 8672 | 0 | 6509 | 0 | 175738 | 0 | 0 | 0 |
| BILL FULK | ||||||||||||||
| EXECUTIVE VP/COO | 176246 | 0 | 0 | 0 | 6000 | 0 | 10241 | 0 | 18190 | 0 | 210677 | 0 | 0 | 0 |
| JEFF BANNAN | ||||||||||||||
| VP MORTGAGE SALES | 183095 | 0 | 0 | 0 | 0 | 0 | 9309 | 0 | 6211 | 0 | 198615 | 0 | 0 | 0 |
| JILL KUSMIREK | ||||||||||||||
| VP WEALTH MANAGEMENT | 158314 | 0 | 0 | 0 | 0 | 0 | 8160 | 0 | 6267 | 0 | 172741 | 0 | 0 | 0 |
| COLLEEN BOCCIA | ||||||||||||||
| SVP CHIEF DEPOSIT OFFICER/MKTG | 143660 | 0 | 0 | 0 | 5400 | 0 | 8580 | 0 | 11792 | 0 | 169432 | 0 | 0 | 0 |
| RON ENTENMAN | ||||||||||||||
| REGISTERED REP | 145909 | 0 | 0 | 0 | 0 | 0 | 9448 | 0 | 7330 | 0 | 162687 | 0 | 0 | 0 |
| HOLLY MECALIS | ||||||||||||||
| INDIRECT LOAN SALES MANAGER | 141943 | 0 | 0 | 0 | 0 | 0 | 6657 | 0 | 6060 | 0 | 154660 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR THE COST OF SPOUSE TRAVEL FOR 3 CONFERENCES A YEAR. BOARD POLICY ALLOWS FOR SPOUSE/DOMESTIC PARTNER ALLOWANCE OF $599 ANNUALLY WHILE ACCOMPANYING A VOLUNTEER ON CREDIT UNION-RELATED TRAINING. |
| PART I, LINE 4B | A MEMBER OF SENIOR MANAGEMENT PARTICIPATES IN A 457(F) DEFERRED COMPENSATION AGREEMENT BUT RECEIVED NO PAYMENT FROM THE PLAN IN THE CURRENT YEAR. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANIELLE HINTON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DAUGHTER OF BOARD MEMBER | Relationship |
| Amount Of Transaction | 44730 | AmountOfTransaction |
| Description Of Transaction | EMPLOYEE OF THE CREDIT UNION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | CREDIT UNION MEMBERS OWN A SHARE ACCOUNT (SAVINGS ACCOUNT), WHICH ENTITLES THEM TO ONE VOTE IN ANNUAL BOARD ELECTIONS AND OTHER CORPORATE MATTERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS ARE ENTITLED TO ONE VOTE IN ANNUAL ELECTIONS FOR NEW DIRECTORS AND SUPERVISORY COMMITTEE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 IS SENT TO ALL BOARD MEMBERS BEFORE FILING. THE CFO, CEO AND CONTROLLER REVIEW FORM 990 FOR ACCURACY AND COMPLETENESS BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL STAFF ARE PRESENTED WITH THE WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO SUBMIT A SIGNED CONFIRMATION TO HUMAN RESOURCES THAT THEY HAVE READ THE POLICY. MEMBERS OF THE BOARD OF DIRECTORS ARE ALSO REQUIRED TO SIGN CONFIRMING THEY HAVE REVIEWED THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES DEPARTMENT COMPILES INFORMATION FROM PROFESSIONAL INDEPENDENT SALARY SURVEYS (INCLUDING, BUT NOT NECESSARILY LIMITED TO, MILLIMAN, CUES AND CUNA). THIS INFORMATION IS USED TO EVALUATE AND ESTABLISH COMPENSATION RATES WITHIN COMMUNITY, INDUSTRY, AND ASSET SIZE NORMS. BASED ON THESE STUDIES, THE CEO REVIEWS AND SETS THE COMPENSATION RATES OF SENIOR MANAGEMENT. THE BOARD OF DIRECTORS CREATES A COMMITTEE THAT INDEPENDENTLY REVIEWS MARKET NORMS AND DETERMINES THE CEO'S COMPENSATION AND BENEFIT PACKAGE. A REVIEW BY HUMAN RESOURCES, USING THE CUSTOMARY SALARY SURVEY STUDIES, HAS CONFIRMED THAT THE CEO'S COMPENSATION RATE IS WELL WITHIN THE COMPENSATION NORMS FOR SIMILAR POSITIONS WITHIN THE INDUSTRY, COMMUNITY, AND ASSET SIZE. |
| FORM 990, PART VI, SECTION C, LINE 19 | BYLAWS ARE POSTED ON THE CREDIT UNION'S WEBSITE AND INCLUDE THE CONFLICT OF INTEREST POLICY IN ARTICL XIII; FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| COLUMBIA COMMUNITY CORPORATION | |||||||||
| PO BOX 324 | VANCOUVER | WA | 98666 | 910617775 | INACTIVE - USED TO BE WEALTH MANAGEMENT FUNCTION; COMBINED INTO CU IN 2004 | WA | 0 | 5000 | COLUMBIA COMMUNITY CREDIT UNION |
| COLUMBIA RIVER NORTH LLC | |||||||||
| PO BOX 324 | VANCOUVER | WA | 98666 | 800586089 | HOLDS OREO PROPERTIES IN OREGON | OR | -1253344 | 3519000 | COLUMBIA COMMUNITY CREDIT UNION |
| BATTLE GROUND PROPERTIES LLC | |||||||||
| PO BOX 324 | VANCOUVER | WA | 98666 | HOLDS OREO PROPERTIES IN WASHINGTON | WA | -43373 | 354612 | COLUMBIA COMMUNITY CREDIT UNION | |
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