2024-06-27T11:07:24-05:00 2023-12-31 450310328 BRADY MARTZ & ASSOCIATES PC PO BOX 848 MINOT ND 587020848 990 2023-01-01 450226667 UNITED SAVINGS CREDIT UNION UNIT 7012352382 1001 1ST AVE N FARGO ND 58102 JIM SCHAEFBAUER CEO 7012352832 2024-06-19 1 JIM SCHAEFBAUER 999009999 0 RYAN E BAKKE CPA P01086599 7018520196 2024-06-19 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JIM SCHAEFBAUER 1001 1ST AVE N FARGO ND 58102 5279410 0 X UNITEDSAVINGSCU.ORG X 1935 ND BUILDING YOUR FINANCIAL FREEDOM THROUGH TRUSTED RELATIONSHIPS. 7 7 25 7 0 0 0 0 3951638 4557822 167222 721588 0 0 4118860 5279410 0 0 0 0 1997113 2299036 0 0 0 1841646 2380516 3838759 4679552 280101 599858 81665733 93251857 70878495 81632648 10787238 11619209 BUILDING YOUR FINANCIAL FREEDOM THROUGH TRUSTED RELATIONSHIPS. 0 0 NON-PROFIT ORGANIZATION PROVIDING FINANCIAL SERVICES TO A FIELD OF MEMBERSHIP 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 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 10 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X JIM SCHAEFBAUER 7012352832 1001 1ST AVE N FARGO ND 58102 CHARLES BURNMAN DIRECTOR 1.00 X 0 0 0 DAVID DAHL VICE CHAIRMAN 2.00 X X 0 0 0 JEFF SCHMIDT SECRETARY/TREASURER 1.00 X X 0 0 0 RICK MAJERUS DIRECTOR 1.00 X 0 0 0 KEITH HANSEN CHAIRMAN 4.00 X X 0 0 0 DOREEN KLOMSTAD DIRECTOR 1.00 X 0 0 0 JOHN ROBERTS DIRECTOR 1.00 X 0 0 0 JIM SCHAEFBAUER PRESIDENT/CEO 40.00 X 184942 0 29878 184942 0 29878 4 0 1 0 BRADFORD SCOTT DATA CORPORATION 9465 COUNSELORS ROW STE 200 INDIANAPOLIS IN 46240 TECHNOLOGY 152443 SILICON PLAINS 2219 E MAIN BISMARK ND 58501 TECHNOLOGY 125284 2 INCOME FROM LOANS 522291 3829743 3829743 FEES AND CHARGES 522291 604134 604134 OTHER INCOME 522291 123945 123945 4557822 721588 721588 5279410 4557822 0 721588 182962 1573174 419344 123556 28505 594831 387409 53316 DIVIDENDS ON ACCOUNT 725615 LOAN SERVICING AND LOSS 343790 EDUCATION AND PROMOTION 126694 MISCELLANEOUS 97556 22800 4679552 677432 631244 11266116 17483851 65980924 71404856 17505 32217 4908844 2002083 3039824 2906761 683932 792928 81665733 93251857 493035 412595 2510000 70385460 78710053 70878495 81632648 X 0 0 0 0 10787238 11619209 10787238 11619209 81665733 93251857 X 599858 55390 176723 X 0 1 X 1 0 3269928 805513 2464415 362906 120048 242858 1276010 1076522 199488 2906761 REGULAR SHARES 41031778 IRAS & CDS 23246353 OTHER DEPOSITS 14431922 78710053 X PART X, LINE 2: THE CREDIT UNION'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. IT IS THE OPINION OF MANAGEMENT THAT THE CREDIT UNION HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE FEDERAL INCOME TAX RETURNS OF THE CREDIT UNION ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. ALL REQUIRED FILINGS ARE UP TO DATE. X 0 1 0 JIM SCHAEFBAUER PRESIDENT/CEO 182962 0 0 0 1980 0 25850 0 4028 0 214820 0 0 0 PART I, LINE 4B THE CREDIT UNION DEPOSITED $16,679.26 INTO A 457B PLAN ON JIM'S BEHALF IN 2023. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE CREDIT UNION ARE OWNERS OF THE CREDIT UNION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE CREDIT UNION ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES AND MERGER DECISIONS REQUIRE THE APPROVAL OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B TAX RETURN IS REVIEWED BY THE CEO PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POLICY, CERTIFICATION, AND DISCLOSURE FORMS ARE SENT TO AND COLLECTED FROM ALL STAFF AND BOARD MEMBERS ANNUALLY BY OUR INERNAL AUDIT/COMPLIANCE OFFICER AND RESULTS ARE REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 INFORMATION IS OBTAINED TO DETERMINE PEER COMPENSATION FOR EACH POSITION. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVALIABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY ACQUIRED UPON MERGER WITH DAKOTA TELCO CU 176,723.