COLUMBIA COMMUNITY CREDIT UNION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COLUMBIA COMMUNITY CREDIT UNION (EIN 91-0617775)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202331329349302748
- Schema version
- 2022v5.0
- 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) |
|---|---|---|
| Return | 2023-05-12T10:43:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1400 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910617775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA COMMUNITY CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLU | BusinessNameControlTxt |
| Phone | 3608914000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSEY SALVESTRIN | PersonNm |
| Person Title | INTERIM PRESIDENT/CEO | PersonTitleTxt |
| Phone | 3608914000 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDSEY | PersonFirstNm |
| Person Last | SALVESTRIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDSEY SALVESTRIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $91,437,629 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.COLUMBIACU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 399 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $2,058,562 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,560,491 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,161,328 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,802,793 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,255,569 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $81,363,284 | PYTotalRevenueAmt |
| CY Total Revenue | $91,416,897 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $297,788 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $296,077 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,570,100 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,551,702 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,545,957 | PYOtherExpensesAmt |
| CY Other Expenses | $34,960,694 | CYOtherExpensesAmt |
| PY Total Expenses | $59,413,845 | PYTotalExpensesAmt |
| CY Total Expenses | $65,808,473 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,949,439 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,608,424 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,324,855,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,296,501,925 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,101,960,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,082,097,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $222,895,467 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $214,404,925 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BRINGING PEOPLE TOGETHER TO MAKE LIFE BETTER FOR THEMSELVES AND THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | COLUMBIA COMMUNITY CREDIT UNION IS A WASHINGTON STATE-CHARTERED CREDIT UNION WITH A FIELD OF MEMBERSHIP IN WASHINGTON AND OREGON AND IS REGULATED BY THE WASHINGTON STATE DEPARTMENT OF FINANCIAL INSTITUTIONS, DIVISION OF CREDIT UNIONS WITH RECIPROCAL OVERSIGHT BY THE OREGON DEPARTMENT OF CONSUMER & BUSINESS SERVICES, DIVISION OF FINANCIAL REGULATION. MEMBERS' DEPOSITS ARE INSURED BY THE NATIONAL CREDIT UNION SHARE INSURANCE FUND. THE MAIN PURPOSE OF THE CREDIT UNION IS PROMOTING THRIFT AMONG ITS MEMBERS AND CREATING A SOURCE OF CREDIT FOR THEM AT FAIR AND REASONABLE RATES OF INTEREST. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 47400 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 399 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY YODER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3606193305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SE PARK PLAZA DRIVE | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98684 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| STEPHON D KENNY | ||||||||
| PRESIDENT CEO | 45.00 | Yes (X) | $786,137 | $0 | $386,520 | |||
| MARK C MICHAELS | ||||||||
| SVP CHIEF INFORMATION OFFICER | 40.00 | $434,228 | $0 | $58,046 | Yes (X) | |||
| LINDSEY R SALVESTRIN | ||||||||
| SVP CHIEF OPERATIONS OFFICER | 40.00 | $387,134 | $0 | $161,558 | Yes (X) | |||
| MARC T TIMM | ||||||||
| SVP CHIEF CREDIT AND LENDING OFFICER | 40.00 | Yes (X) | $392,388 | $0 | $106,140 | |||
| JAMES B WOOD III | ||||||||
| SVP CHIEF HR OFFICER | 40.00 | $320,011 | $0 | $105,874 | Yes (X) | |||
| HOLLY MECALIS | ||||||||
| INDIRECT LOAN SALES REPRESENTATIVE | 40.00 | $313,169 | $0 | $32,629 | Yes (X) | |||
| JOSEPH I STORM | ||||||||
| VP DIRECTOR COMRCL & BUS | 40.00 | $328,265 | $0 | $17,434 | Yes (X) | |||
| PENNY R HARRIS | ||||||||
| SVP CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $285,775 | $0 | $100,701 | |||
| WENDY SMITH | ||||||||
| SVP CHIEF RISK OFFICER | 40.00 | $287,725 | $0 | $103,248 | Yes (X) | |||
| MICHAEL D FLOREA | ||||||||
| SVP CHIEF DATA OFFICER | 40.00 | $271,105 | $0 | $124,235 | Yes (X) | |||
| COLLEEN BOCCIA | ||||||||
| SVP CHIEF MARKETING OFFICER | 40.00 | $269,270 | $0 | $116,710 | Yes (X) | |||
| CARLENE HOFF | ||||||||
| INDIRECT LOAN SALES REPRESENTATIVE | 40.00 | $228,221 | $0 | $28,971 | Yes (X) | |||
| JEFFREY W DAY | ||||||||
| HOME LOAN OFFICER | 40.00 | $230,816 | $0 | $19,960 | Yes (X) | |||
| JEFFREY MCLAUCHLIN | ||||||||
| VP DEVELOPMENT SECURITY OPERATIONS | 40.00 | $217,375 | $0 | $31,465 | Yes (X) | |||
| KELLY LOVE | ||||||||
| DIRECTOR (THRU 7/22) | 2.30 | $27,803 | $0 | $0 | Yes (X) | |||
| JOSEPH VANCE | ||||||||
| BOARD DIRECTOR CHAIR | 2.30 | Yes (X) | $26,714 | $0 | $0 | Yes (X) | ||
| MAX AULT | ||||||||
| SECRETARY | 2.30 | Yes (X) | $24,618 | $0 | $0 | Yes (X) | ||
| CAROL VAN NATTA | ||||||||
| DIRECTOR VICE CHAIR | 2.30 | Yes (X) | $23,159 | $0 | $0 | Yes (X) | ||
| ERIC SAWYER | ||||||||
| DIRECTOR | 2.30 | $21,891 | $0 | $0 | Yes (X) | |||
| MARCI WHITE-STUMPF | ||||||||
| DIRECTOR | 2.30 | $20,945 | $0 | $0 | Yes (X) | |||
| JULIANNA MARLER | ||||||||
| DIRECTOR | 2.30 | $20,593 | $0 | $0 | Yes (X) | |||
| TRACEY MALONE | ||||||||
| DIRECTOR | 2.30 | $20,405 | $0 | $0 | Yes (X) | |||
| DENA STRONG | ||||||||
| TREASURER | 2.30 | Yes (X) | $18,696 | $0 | $0 | Yes (X) | ||
| TIM SCHAUER | ||||||||
| DIRECTOR | 2.30 | $10,538 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,966,981 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,393,491 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 59 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FISERV INC | |||||
| 255 FISERV DRIVE | BROOKFIELD | WY | 53045 | SOFTWARE SUPPORT/MAINTENANCE/LICENSES & | $2,866,652 |
| NCR CORPORATION | |||||
| 864 SPRING STREET NW | ATLANTA | GA | 30308 | PC BANKING/E-STMT PROCESSING/ATM UNITS W | $2,693,514 |
| STRUCTURED COMMUNICATION SYSTEM | |||||
| 12901 SE 97TH AVENUE SUITE 400 | CLACKAMAS | OR | 97015 | SOFTWARE & HARDWARE MAINTENANCE/SUPPORT | $1,178,122 |
| CUNA MUTUAL GROUP | |||||
| PO BOX 61 | WAVERLY | IA | 50677 | AD&D INSURANCE PROVIDER | $505,800 |
| CENLAR FSB | |||||
| PO BOX 77415 | EWING TOWNSHIP | NJ | 08628 | LOAN SERVICING/SUBSERVICING, SERVICES FO | $418,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 44 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INT & FEES ON LOANS | 522100 | $60,363,076 | $60,363,076 | |
| ATM INCOME | 522100 | $9,159,806 | $9,068,204 | $91,602 |
| FEES & SERVICE CHARGES | 522100 | $7,403,091 | $5,503,308 | $1,899,783 |
| MISC OPERATING INCOME | 522100 | $2,511,577 | $2,444,400 | $67,177 |
| GAIN ON SALE OF LOANS | 522100 | $1,723,778 | $1,723,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,161,328 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,276,301 | TotalRevenueColumnAmt |
| Exclusion | $10,276,301 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $20,732 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$20,732 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,732 | TotalRevenueColumnAmt |
| Exclusion | -$20,732 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,416,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,102,766 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,058,562 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,255,569 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,077 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,912,163 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,488,613 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,382 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,681,474 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,070 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,789 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,264 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,680 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,578,679 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,980,888 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,976,982 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,007,289 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,211 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,589 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,370,862 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,721,218 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,621 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROVISION FOR LOAN LOSS | $3,671,912 |
| LOAN SERVICING | $2,554,546 |
| DUES AND SUBSCRIPTIONS | $234,803 |
| STATEMENT PROCESSING | $195,823 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,264,538 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,808,473 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,917,347 | BOYAmt |
| EOY | $247,334,961 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,057 | BOYAmt |
| EOY | $218,247 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,427,314 | BOYAmt |
| EOY | $1,705,552,357 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,571,012 | BOYAmt |
| EOY | $3,390,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,262,454 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,769,178 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,841,690 | BOYAmt |
| EOY | $24,493,276 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,575,019 | BOYAmt |
| EOY | $277,327,097 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,115,600 | BOYAmt |
| EOY | $3,750,030 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,195,591 | BOYAmt |
| EOY | $34,435,315 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,855,630 | BOYAmt |
| EOY | $2,296,501,925 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,231,592 | BOYAmt |
| EOY | $20,384,555 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,877 | BOYAmt |
| EOY | $822,417 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,475,694 | BOYAmt |
| EOY | $2,060,890,028 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101,960,163 | BOYAmt |
| EOY | $2,082,097,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,895,467 | BOYAmt |
| EOY | $214,404,925 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,895,467 | BOYAmt |
| EOY | $214,404,925 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,855,630 | BOYAmt |
| EOY | $2,296,501,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $25,608,424 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$34,098,966 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $22,129 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $22,129 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $22,129 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CREDIT UNION ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18000 INTERNATIONAL BOULEVARD SUIT | AddressLine1Txt |
| City | SEATAC | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910460483 | EIN |
| Paid Internal Funds | $22,129 | PaidInternalFundsAmt |
| Contributions Rcvd Dlvr | $0 | ContributionsRcvdDlvrAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | INDIRECT POLITICAL CAMPAIGN ACTIVITY THROUGH CONTRIBUTIONS TO OTHER ORGANIZATIONS; NORTHWEST CREDIT UNION | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,825,213 | OtherCostOrOtherBasisAmt |
| Book Value | $5,825,213 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,625,105 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,709,572 | DepreciationAmt |
| Book Value | $14,915,533 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,511,905 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,141,463 | DepreciationAmt |
| Book Value | $370,442 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,048,203 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,918,143 | DepreciationAmt |
| Book Value | $3,130,060 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $252,028 | OtherCostOrOtherBasisAmt |
| Book Value | $252,028 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,493,276 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERS' SHARE AND SAVINGS ACCOUNTS | Desc |
| Amt | $2,060,890,028 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,060,890,028 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW ACCOUNTS ARE FOR MEMBER REAL ESTATE LOANS TO PAY REAL ESTATE TAXES. |
| PART X, LINE 2: | FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FINANCIAL STATEMENT FOOTNOTE - THE TAXING AUTHORITIES HAVE THE ABILITY TO ASSESS TAXES, PENALTIES, AND INTEREST FOR ANY YEARS FOR WHICH NO TAX RETURN WAS FILED. IN THE OPINION OF MANAGEMENT, ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING INCOME TAXES ON THE NET TAXABLE INCOME FROM ACTIVITIES POTENTIALLY DEEMED TO BE UNRELATED TO THE CREDIT UNIONS EXEMPT PURPOSE IS NOT EXPECTED TO HAVE A MATERIAL EFFECT ON THE CREDIT UNIONS FINANCIAL POSITION OR RESULTS OF OPERATIONS. THE CREDIT UNION EVALUATED ITS TAX POSITIONS AND DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2022 AND 2021. THE CREDIT UNIONS 2019 THROUGH 2021 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $10,000 | $0 | SUPPORT FOR HEART DISEASE RESEARCH AND PREVENTION THROUGH EVENT SPONSORSHIP |
| BOYS & GIRLS CLUB OF SOUTHWEST WASHINGTON | ||||||||
| 1111 MAIN STREET SUITE 605 | VANCOUVER | WA | 98660 | 911978646 | 501(C)(3) | $25,000 | $0 | SUPPORT FOR PROGRAMS FOR AT-RISK YOUTH THROUGH EVENT SPONSORSHIP |
| BUILDING INDUSTRY ASSOCIATION | ||||||||
| 103 E 29TH STREET | VANCOUVER | WA | 98663 | 910906923 | 501(C)(3) | $7,000 | $0 | SUPPORT FOR LOCAL ECONOMY GROWTH AND EDUCATION PROGRAMS THROUGH EVENT SPONSORSHIPS |
| COLUMBIA RIVER ECONOMIC DEVELOPMENT COUNCIL | ||||||||
| 805 BROADWAY SUITE 412 | VANCOUVER | WA | 98660 | 911186305 | 501(C)(4) | $12,250 | $0 | SUPPORT FOR LOCAL ECONOMY GROWTH AND EDUCATION PROGRAMS THROUGH EVENT SPONSORSHIPS |
| COLUMBIA SPRINGS ENVIRONMENTAL CENTER | ||||||||
| 12208 E EVERGREEN HIGHWAY | VANCOUVER | WA | 98683 | 912127405 | 501(C)(3) | $15,000 | $0 | SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMS THROUGH EVENT SPONSORSHIP |
| COMMUNITY MILITARY APPRECIATION COMMITTEE | ||||||||
| 8002 NE HIGHWAY 999 PMB6 | VANCOUVER | WA | 98665 | 452212671 | 501(C)(3) | $9,800 | $0 | SUPPORT FOR VETERANS THROUGH EVENT SPONSORSHIP |
| EVERGREEN SCHOOL DISTRICT FOUNDATION | ||||||||
| 13215 C-8 SE MILL PLAIN BOULEVARD | VANCOUVER | WA | 98684 | 911714854 | 501(C)(3) | $7,500 | $0 | SUPPORT FOR EDUCATION PROGRAMS THROUGH EVENT SPONSORSHIP |
| FORT VANCOUVER REGIONAL LIBRARY | ||||||||
| PO BOX 2384 | VANCOUVER | WA | 98668 | 911456753 | 501(C)(3) | $10,000 | $0 | SUPPORT FOR READING PROGRAMS THOUGH EVENT SPONSORSHIP |
| FREE CLINIC OF SOUTHWEST WASHINGTON | ||||||||
| 4100 PLOMONDON STREET | VANCOUVER | WA | 98661 | 911707542 | 501(C)(3) | $10,000 | $0 | SUPPORT FOR FREE QUALITY HEALTH CARE IN OUR COMMUNITY THROUGH SPONSORSHIP |
| GREATER VANCOUVER CHAMBER OF COMMERCE | ||||||||
| 1111 MAIN STREET SUITE 605 | VANCOUVER | WA | 98660 | 910452260 | 501(C)(6) | $10,400 | $0 | PROMOTE AND SUPPORT SMALL BUSINESS RESOURCES THROUGH EVENT SPONSORSHIP |
| INNOVATIVE SERVICES NW | ||||||||
| 9414 NE FOURTH PLAIN BOULEVARD | VANCOUVER | WA | 98662 | 910782136 | 501(C)(3) | $15,000 | $0 | SUPPORT FOR ADULTS AND CHILDREN WITH DISABILITIES WITH GRANT |
| LEGACY SALMON CREEK HOSPITAL FOUNDATION | ||||||||
| 2211 NE 139TH STREET | VANCOUVER | WA | 98686 | 830433165 | 501(C)(3) | $12,500 | $0 | SUPPORT FOR THE CHILD ABUSE ADVOCACY TEAM THROUGH EVENT FUNDRAISING |
| NORTHWEST ASSOCATION FOR BLIND ATHLETES | ||||||||
| 703 BROADWAY STREET SUITE 600 | VANCOUVER | WA | 98660 | 260244283 | 501(C)(3) | $6,000 | $0 | SUPPORT FOR SPORTS PROGRAMS THROUGH EVENT SPONSORSHIP |
| PORT OF CAMASWASHOUGAL | ||||||||
| 24 S A STREET | WASHOUGAL | WA | 98671 | 916001015 | 170(C)(1) | $10,000 | $0 | SUPPORT OF COMMUNITY EVENTS THROUGH SPONSORSHIP |
| RETURNING VETERANS PROJECT | ||||||||
| PO BOX 15035 | PORTLAND | OR | 97293 | 204034255 | 501(C)(3) | $9,800 | $0 | SUPPORT FOR VETERANS THROUGH EVENT SPONSORSHIP |
| RIDGEFIELD MAIN STREET | ||||||||
| PO BOX 1656 | RIDGEFIELD | WA | 98642 | 465501278 | 501(C)(3) | $11,500 | $0 | SUPPORT FOR LOCAL ECONOMY GROWTH THROUGH EVENT SPONSORSHIPS |
| SHARE | ||||||||
| 2306 NE ANDRESEN ROAD | VANCOUVER | WA | 98661 | 911205119 | 501(C)(3) | $11,000 | $0 | SUPPORT FOR PROGRAMS SERVING HOMELESS AND HUNGRY IN OUR COMMUNITY THROUGH EVENT SPONSORSHIP |
| THE HISTORIC TRUST | ||||||||
| 750 ANDERSON STREET | VANCOUVER | WA | 98661 | 911937645 | 501(C)(3) | $10,000 | $0 | PRESERVATION FOR NATIONAL SITE AND SUPPORT FOR EDUCATION PROGRAMS THROUGH SPONSORSHIP AND EVENT FUNDRAISING |
| VANCOUVER SCHOOL DISTRCT FOUNDATION | ||||||||
| 2901 FALK ROAD | VANCOUVER | WA | 98661 | 910971800 | 501(C)(3) | $10,000 | $0 | SUPPORT FOR EDUCATION PROGRAMS THROUGH EVENT SPONSORSHIP |
| VANCOUVER SYMPHONY | ||||||||
| 205 E 11TH STREET SUITE LL5 | VANCOUVER | WA | 98660 | 911281734 | 501(C)(3) | $7,500 | $0 | SUPPORT OF THE ARTS THROUGH SPONSORSHIP |
| WORLDWIDE FOUNDATION FOR CREDIT UNIONS | ||||||||
| PO BOX 2982 | MADISON | WI | 53701 | 396093210 | 501(C)(3) | $12,270 | $0 | SUPPORT FOR UKRAINIAN CREDIT UNIONS (DISPLACEMENT FUND DONATION) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WHEN MONEY IS DONATED, ONGOING COMMUNICATION IS ESTABLISHED BETWEEN THE NON-PROFIT RECEIVING DONATIONS AND THE OUTREACH TEAM TO ENSURE IT IS DISTRIBUTED AS INTENDED. IN TURN, THE NON-PROFIT IS REQUESTED TO PROVIDE THE OUTREACH TEAM A RECAP OF HOW THE MONIES WERE USED AND HOW IT BENEFITED THE INTENDED PARTY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHON D KENNY | ||||||||||||||
| PRESIDENT CEO | $597,812 | $0 | $174,120 | $0 | $14,205 | $0 | $371,498 | $0 | $15,022 | $0 | $1,172,657 | $0 | $0 | $0 |
| MARK C MICHAELS | ||||||||||||||
| SVP CHIEF INFORMATION OFFICER | $268,406 | $0 | $49,705 | $0 | $116,117 | $0 | $50,535 | $0 | $7,511 | $0 | $492,274 | $0 | $0 | $0 |
| LINDSEY R SALVESTRIN | ||||||||||||||
| SVP CHIEF OPERATIONS OFFICER | $324,317 | $0 | $55,677 | $0 | $7,140 | $0 | $139,025 | $0 | $22,533 | $0 | $548,692 | $0 | $0 | $0 |
| MARC T TIMM | ||||||||||||||
| SVP CHIEF CREDIT AND LENDING OFFICE | $322,706 | $0 | $59,595 | $0 | $10,087 | $0 | $91,118 | $0 | $15,022 | $0 | $498,528 | $0 | $0 | $0 |
| JAMES B WOOD III | ||||||||||||||
| SVP CHIEF HR OFFICER | $266,976 | $0 | $49,440 | $0 | $3,595 | $0 | $91,041 | $0 | $14,833 | $0 | $425,885 | $0 | $0 | $0 |
| HOLLY MECALIS | ||||||||||||||
| INDIRECT LOAN SALES REPRESENTATIVE | $79,387 | $0 | $240,804 | $0 | -$7,022 | $0 | $13,527 | $0 | $19,102 | $0 | $345,798 | $0 | $0 | $0 |
| JOSEPH I STORM | ||||||||||||||
| VP DIRECTOR COMRCL & BUS | $44,393 | $0 | $125,401 | $0 | $158,471 | $0 | $17,434 | $0 | $0 | $0 | $345,699 | $0 | $0 | $0 |
| PENNY R HARRIS | ||||||||||||||
| SVP CHIEF FINANCIAL OFFICER | $243,000 | $0 | $35,000 | $0 | $7,775 | $0 | $78,168 | $0 | $22,533 | $0 | $386,476 | $0 | $0 | $0 |
| WENDY SMITH | ||||||||||||||
| SVP CHIEF RISK OFFICER | $238,381 | $0 | $41,458 | $0 | $7,886 | $0 | $88,226 | $0 | $15,022 | $0 | $390,973 | $0 | $0 | $0 |
| MICHAEL D FLOREA | ||||||||||||||
| SVP CHIEF DATA OFFICER | $221,438 | $0 | $42,179 | $0 | $7,488 | $0 | $101,702 | $0 | $22,533 | $0 | $395,340 | $0 | $0 | $0 |
| COLLEEN BOCCIA | ||||||||||||||
| SVP CHIEF MARKETING OFFICER | $240,584 | $0 | $44,553 | $0 | -$15,867 | $0 | $109,199 | $0 | $7,511 | $0 | $385,980 | $0 | $0 | $0 |
| CARLENE HOFF | ||||||||||||||
| INDIRECT LOAN SALES REPRESENTATIVE | $74,585 | $0 | $157,579 | $0 | -$3,943 | $0 | $14,054 | $0 | $14,917 | $0 | $257,192 | $0 | $0 | $0 |
| JEFFREY W DAY | ||||||||||||||
| HOME LOAN OFFICER | $26,370 | $0 | $199,496 | $0 | $4,950 | $0 | $12,449 | $0 | $7,511 | $0 | $250,776 | $0 | $0 | $0 |
| JEFFREY MCLAUCHLIN | ||||||||||||||
| VP DEVELOPMENT SECURITY OPERATIONS | $214,200 | $0 | $14,318 | $0 | -$11,143 | $0 | $13,728 | $0 | $17,737 | $0 | $248,840 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CEO'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 AN OFFICIAL ON CREDIT UNION-RELATED TRAINING. THE CEO'S ALLOWANCE IS NOT TREATED AS TAXABLE COMPENSATION, WHEREAS THE OFFICIAL'S ALLOWANCE IS TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | STEPHON D KENNY, 457(F) PLAN - $354,397 LINDSEY R SALVESTRIN, 457(F) PLAN - $120,725 COLLEEN BOCCIA, 457(F) PLAN - $92,813 MICHAEL D FLOREA, 457(F) PLAN - $85,874 JAMES B. WOOD III, 457(F) PLAN - $76,054 MARC T TIMM, 457(F) PLAN - $74,609 WENDY SMITH, 457(F) PLAN - $71,418 PENNY R. HARRIS, 457(F) PLAN - $64,184 MARK C MICHAELS, 457(F) PLAN - $32,234 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS VOTE TO ELECT THE GOVERNING BODY (BOARD OF DIRECTORS). |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS IN ATTENDANCE AT THE ANNUAL MEETING APPROVED GOVERNING BODY'S ELECTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 DATA IS COMPILED BY THE SR ACCOUNTANT, REVIEWED BY THE CONTROLLER, AND SENT TO THE CPA FIRM TO COMPLETE THE 990. THE DRAFT OF THE 990 IS PROVIDED TO THE CONTROLLER, CFO AND CEO FOR INTERNAL REVIEW. ONCE THAT IS COMPLETED THE 990 AND 990T IS UPLOADED TO THE BOARD WEBSITE AND ALL THE MEMBERS OF THE BOARD ARE NOTIFIED THAT IT IS NOW AVAILABLE FOR REVIEW. THIS IS ALL COMPLETED PRIOR TO THE SUBMISSION OF THE RETURNS TO 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. EMPLOYEES ALSO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH REQUIRES THE DISCLOSURE OF ANY POTENTIAL CONFLICTS. MEMBERS OF THE BOARD OF DIRECTORS ARE ALSO REQUIRED TO SIGN CONFIRMING THEY HAVE REVIEWED THE POLICY. POTENTIAL CONFLICTS ARE REPORTED TO AND REVIEWED BY THE ENTERPRISE RISK MANAGEMENT DEPARTMENT, WHICH THEN DETERMINES THE APPROPRIATE PARTY TO DELIBERATE AND RESOLVE THE CONFLICT (E.G. BOARD, SUPERVISORY BOARD, CEO). |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES DEPARTMENT COMPILED INFORMATION FROM PROFESSIONAL INDEPENDENT SALARY SURVEYS (COMPANALYST/SALARY.COM, PEARL MEYER, MILLIMAN AND OTHER INDUSTRY SURVEYS). THIS INFORMATION WAS 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 INDEPENDENTLY REVIEWED MARKET INFORMATION TO DETERMINE THE CEO'S COMPENSATION AND BENEFIT PACKAGE. A REVIEW BY HUMAN RESOURCES, USING PROFESSIONAL SALARY SURVEYS, CONFIRMED THAT THE CEO'S COMPENSATION RATE WAS WELL WITHIN THE COMPENSATION NORMS FOR SIMILAR POSITIONS WITHIN THE INDUSTRY, COMMUNITY, AND ASSET SIZE. THE LAST REVIEW OF COMPENSATION FOR THE CEO AND SENIOR MANAGEMENT WAS COMPLETED NOVEMBER 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA COMMUNITY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910617775 | EIN |
| Primary Activities | INACTIVE - USED TO BE WEALTH MANAGEMENT FUNCTION; COMBINED INTO CU IN 2004 | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $5,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA COMMUNITY CREDIT UNION | BusinessNameLine1Txt |