2012-08-14T13:52:41-05:00 2011-12-31 910189318 Moss Adams LLP 601 W Riverside Suite 1800 Spokane WA 992010629 990 2011-01-01 910620799 Global Credit Union GLOB 5094554700 1520 W Third Avenue Spokane WA 99201 Greg Benneweis 5094554700 2012-08-14 1 Cheri R Burnham CPA P00055324 5097472600 2011 2016-02-24 21:20:13Z X Jack Fallis PO Box 3200 Spokane WA 99220 22554294 0 X www.globalcu.org X 1954 WA The Organization is a Credit Union operated without profit for mutual purposes. 7 6 187 8 716327 159207 0 0 23829153 20372072 129661 340569 24561 -116052 23983375 20596589 10000 10000 0 0 7121188 6688066 0 0 0 14502047 10062757 21633235 16760823 2350140 3835766 339389801 349386669 312268109 318159003 27121692 31227666 The Organization is a Credit Union operated without profit for mutual purposes. 0 0 The Credit Union provides financial services to 48,732 members. These services include, but are not limited to, providing real estate and other secured/unsecured consumer loans, checking and savings programs, and credit card services. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 7819 0 1 187 1 1 1 0 0 0 0 0 X 7 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Greg Benneweis 5094554700 1520 West Third Avenue Spokane WA 99201 X Thomas Cochran 5.00 X X 0 0 0 Joe M Tortorelli 5.00 X X 0 0 0 Robert J LaPointe 5.00 X X 0 0 0 Thomas A Pauley 5.00 X 0 0 0 Robert L Crump 5.00 X 0 0 0 Richard Fischer 5.00 X 0 0 0 Jack L Fallis Jr 40.00 X X 649671 0 -112759 Mary Starkey 40.00 X 273332 0 6864 David Cummings 40.00 X 115371 0 10620 Kim Shill 40.00 X 112978 0 5935 Debra Fry 40.00 X 102581 0 6801 Greg Benneweis 40.00 X 89340 0 6715 Steve Mendiola 40.00 X 86780 0 7793 Yvonne Holland 40.00 X 87059 0 6029 Abby Koder 40.00 X 77222 0 11091 Deby Ogan 40.00 X 93814 0 12132 Jackie Cardle 40.00 X 117792 0 13242 Ronald McKay 40.00 X 204802 0 0 2010742 0 -25537 7 1 1 0 Jack Henry and Associates PO Box 503328 St Louis MO 63150 Computer Software/Support 316742 Online Resources Corp PO Box 418410 Boston MA 02241 Online Banking Services 147856 PC Mall File 55327 Los Angeles CA 90074 Computer Software/Support 113984 ABM Janitorial Services PO Box 951864 Dallas TX 75395 Cleaning 103291 Data Statements Inc 23120 Alicia Parkway Mission Viejo CA 92692 Document Printing 102700 5 Loan Interest 522100 14642637 14642637 Fee Income 522100 2263334 1804377 458957 Other Income 524298 1896562 1639192 257370 Visa/Debit Card Income 522100 1569539 1569539 20372072 438628 438628 210251 326303 -116052 -116052 -116052 1530874 2469 1494872 136530 36002 -134061 -98059 -98059 20596589 19655745 716327 224517 10000 1698834 3909467 17425 516115 546225 52353 113889 13093 316090 560734 1237061 780668 87370 41755 1878060 1147622 116189 UBI Tax Expense 103698 Loan Servicing 1604654 NCUSIF Stabil. Exp. 718228 Member Servicing 646150 645143 16760823 5672865 6034339 68453295 81952205 66249 51207 232925192 204952020 733353 795894 27835018 12651502 16049625 15183516 7362858 28608962 8126364 11808526 339389801 349386669 2325950 2296667 8000000 8000000 301942159 307862336 312268109 318159003 X 0 0 0 0 27121692 31227666 27121692 31227666 339389801 349386669 X 3835766 270208 X 0 0 0 3274939 3274939 14461740 4994918 9466822 1966047 1030402 935645 8132292 6626182 1506110 15183516 FHLB Stock 940600 C Investments Available for Sale 23599663 C Investments Held to Maturity 250712 C Loans Held for Sale 3817987 C 28608962 Shares & Deposits 307862336 307862336 1 The Salvation Army PO Box 3939 Coeur DAlene ID 83816 910565002 501(c)(3) 10000 Donation 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Written documentation received and reviewed by the VP of Marketing & Strategy, EVP of Operations, or President to review of entity eligibility and alignment of purpose to Credit Union goals prior to approval of any granted funds. X 1 1 X X X X 0 1 0 Jack L Fallis Jr 318708 0 321070 0 9893 0 -130523 0 17764 0 536912 0 0 0 Mary Starkey 159368 0 113964 0 0 0 -300 0 7164 0 280196 0 0 0 Ronald McKay 13654 0 191148 0 0 0 0 0 0 0 204802 0 0 0 Part I, Line 1a Travel for companions may be allowed with Board approval for spouse/companion. Must be approved in advance and need established. Part I, Line 4b There is a 457(f) plan for the CEO, and 457(b) plans for the CEO and COO which accrue a payable based on the earnings of the plan(s). Form 990, Part VI, Section A, line 6 The Organization operates as a Credit Union consisting of one class of members. Form 990, Part VI, Section A, line 7a Members of the governing body are elected by vote of the Credit Union members. Form 990, Part VI, Section B, line 11 The Credit Union's Form 990 is reviewed by the VP of Finance and Accounting, who then reports to the President/CEO and the Board of Directors. Form 990, Part VI, Section B, line 12c The Organization's conflict of interest policy is described in the employee handbook. Conflicts of interest are reviewed by management. Depending on the severity of the conflict, employees are placed on probation or terminated. Form 990, Part VI, Section B, line 15 The process for reviewing the compensation paid to the organization's CEO, officers, and key employees includes a compensation study, and review and approval of compensation by a compensation committee. Form 990, Part VI, Section C, line 18 The Credit Union makes Forms 1024 and 990 available for public inspection upon request at the main office. Form 990, Part VI, Section C, line 19 The Credit Union makes governing documents, conflict of interest policy, and financial statements available for public inspection upon request at the main office. Form 990, Part VII, Section A, Line 1a, Column B: Thomas Cochran, Robert J. LaPointe, and Jack L. Fallis Jr. each devoted less than 1 hour per week to the related organization Member Services Group. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 270,208. Member Service Group Inc PO Box 3200 Spokane WA 99220 911316353 CUSO - Insurance products and payday lending WA Global Credit Union C 65935 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0