CREDIT UNIONS IN THE STATE OF ARIZONIA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS IN THE STATE OF ARIZONIA (EIN 86-0189823)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-09-03
- IRS object ID
- 201332469349300623
- Schema version
- 2011v1.5
- 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 | 2013-09-03T20:03:27-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860133881 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER RD STE 101 | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860189823 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNIONS IN THE STATE OF ARIZONA | BusinessNameLine1 |
| Business Name Line2 | 76 FIRST AMERICAN CREDIT UNION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CRED | NameControl |
| Phone | 5208368848 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N PINAL AVE | AddressLine1 |
| City | CASA GRANDE | City |
| State | AZ | State |
| ZIP Code | 85122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY WALKER | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 5208368848 | Phone |
| Date Signed | 2013-08-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COLETTE KAMPS | Name |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | Phone |
| Date Prepared | 2013-08-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | ANTHONY WALKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N PINAL AVE | AddressLine1 |
| City | CASA GRANDE | City |
| State | AZ | State |
| ZIP Code | 85122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4761519 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | NONE | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | MEMBER-OWNED COOPERATIVE PROVIDING FINANCIAL SOLUTIONS TO PEOPLE WHO LIVE, WORK, WORSHIP, OR VOLUNTEER IN PINAL COUNTY, AZ | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7087594 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4761519 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 168640 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7256234 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4761519 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2127834 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1805095 | 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 | 3750488 | OtherExpensePriorYear |
| Other Expenses Current Year | 3294153 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5878322 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5099248 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1377912 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -337729 | RevenuesLessExpensesCY |
| Total Assets BOY | 75319548 | TotalAssetsBOY |
| Total Assets EOY | 83962291 | TotalAssetsEOY |
| Total Liabilities BOY | 68081169 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 76460655 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7238379 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7501636 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE COMMUNITY-BASED FINANCIAL SOLUTIONS... ANYTIME, ANYWHERE, ANYPLACE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDING LOAN AND BANKING SERVICES TO CREDIT UNION MEMBERS | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | 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 | 0 | 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 | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 34 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5208368848 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N PINAL AVE | AddressLine1 |
| City | CASA GRANDE | City |
| State | AZ | State |
| ZIP Code | 85122 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TOM KING | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| STEVE DIMUZIO | ||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| JR MCEVOY | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| TERRY BEHRENS | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JOSEPH HARDY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICO BAUTISTA | ||||||
| CEO | 40.00 | X | 158824 | 0 | 37098 | |
| ANTHONY WALKER | ||||||
| COO | 40.00 | X | 14231 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 173055 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 37098 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISERV | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 E THISTLE LANDING DR | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85044 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INFORMATION MANAGEMENT | DescriptionOfServices |
| Compensation | 226355 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LOAN INCOME | 522100 | 2887365 | 2887365 |
| MEMBER FEE INCOME | 522100 | 1028318 | 1028318 |
| MISCELLANEOUS REVENUE | 525990 | 678524 | 678524 |
| INVESTMENT INCOME | 522100 | 167312 | 167312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4761519 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4761519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4761519 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173055 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 968008 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 560518 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103514 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 901497 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267369 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529452 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243937 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55670 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141200 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168584 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MEMBER PAYOUT | 692002 |
| LOAN SERVICING | 199913 |
| MISCELLANEOUS | 37905 |
| CASH OVER & SHORT | 29628 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26996 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5099248 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3184588 | BOY |
| EOY | 4540217 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22959617 | BOY |
| EOY | 34341424 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5731 | BOY |
| EOY | 7008 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47079260 | BOY |
| EOY | 42616912 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61260 | BOY |
| EOY | 340944 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2821033 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1528403 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1096664 | BOY |
| EOY | 1292630 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 932428 | BOY |
| EOY | 823156 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75319548 | BOY |
| EOY | 83962291 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1148829 | BOY |
| EOY | 2348432 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66932340 | BOY |
| EOY | 74112223 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68081169 | BOY |
| EOY | 76460655 | 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 | 7238379 | BOY |
| EOY | 7501636 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7238379 | BOY |
| EOY | 7501636 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75319548 | BOY |
| EOY | 83962291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -337729 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 600986 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 240114 | OtherCostOrOtherBasis |
| Book Value | 240114 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1403413 | OtherCostOrOtherBasis |
| Depreciation | 748646 | Depreciation |
| Book Value | 654767 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1177506 | OtherCostOrOtherBasis |
| Depreciation | 779757 | Depreciation |
| Book Value | 397749 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1292630 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $845,739 |
| MEMBER DEPOSITS | $73,266,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 74112223 | TotalOfAmounts |
| Total Revenue | 4761519 | TotalRevenue |
| Total Expenses | 5099248 | TotalExpenses |
| Excess Or Deficit For Year | -337729 | ExcessOrDeficitForYear |
| Prior Period Adjustments | 532279 | PriorPeriodAdjustments |
| Total Adjustments | 532279 | TotalAdjustments |
| Excess Or Deficit Per FS | 194550 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4575045 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 4575045 | RevenueSubtotal |
| Other Revenues Not Included | 186474 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 186474 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4761519 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4380495 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4380495 | ExpensesSubtotal |
| Other Expenses Not Included | 718753 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 718753 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5099248 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XI LINE 8 - ADJUSTMENT THAT WAS RECORDED AFTER THE ANNUAL FINACIAL STATEMENT AUDIT WAS COMPLETED BUT PRIOR TO THE PREPARATION OF THE FORM 990. PART XII LINE 4B AND PART XIII LINE 4B - BOTH OF THESE ADJUSTMENTS RELATE TO 2010 OR PRIOR AND WERE RECORDED SUBSEQUENT TO THE PREPARATION OF THE PRIOR YEAR FORM 990. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICO BAUTISTA | NamePerson |
| Base Compensation Filing Org | 132900 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 25924 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 19437 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17661 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 195922 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS ARE THOSE INDIVIDUALS WHO LIVE, WORK, WORKSHIP, OR VOLUNTEER IN PINAL COUNTY, AZ, PEOPLE OF THE NAVAJO NATION, AS WELL AS SELECT EMPLOYEE GROUPS (SEGS), AND THEIR FAMILIES WHO ARE PATRONS OF THE CREDIT UNION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ELECT BOARD OF DIRECTORS AT THE ANNUAL BOARD MEETINGS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CREDIT UNION'S CHIEF ADMINISTRATIVE OFFICER, CHIEF EXECUTIVE OFFICER, AND ADMINISTRATIVE PROJECT MANAGER WILL REVIEW AND APPROVE THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CREDIT UNION HAS AN ETHICS POLICY WHICH MANDATES THAT EACH "OFFICIAL" AND EMPLOYEE OF THE CREDIT UNION MUST SIGN THE STATEMENT WITHIN 30 DAYS OF BECOMING AN "OFFICIAL" OR AN EMPLOYEE, AND EVERY BOARD MEMBER MUST SIGN AN UPDATED STATEMENT EACH OCTOBER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CREDIT UNION'S FINANCIAL STATEMENTS ARE POSTED IN EACH OF THE CREDIT UNION'S LOCATIONS. THE CREDIT UNION MAKES ITS CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | PRIOR PERIOD ADJUSTMENTS: 600,986. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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