2023-11-13T13:53:09-05:00 2022-12-31 472604526 GARVEY STEELE & BANCROFT LLP PO BOX 397 MYSTIC CT 063550397 990 2022-01-01 020223137 TRIANGLE CREDIT UNION TRIA 6038892470 33 FRANKLIN STREET NASHUA NH 03064 KAREN WOOD SVP FINANCE/CFO 6038892470 2023-09-05 true KAREN WOOD 999009999 true MICHAEL R GARVEY CPA P00264137 8605369831 2023-09-11 2022 2023-04-26 12:10:37Z A SCOTT MAC KNIGHT 33 FRANKLIN STREET NASHUA NH 03064 30853391 false X WWW.TRIANGLECU.ORG X 1939 NH CREDIT UNION 10 9 224 9 124619 0 20917232 21014388 1700107 2237664 7735086 7535045 30352425 30787097 0 0 13048076 13958066 0 0 13946827 14774976 26994903 28733042 3357522 2054055 877280050 916891739 818394175 869596075 58885875 47295664 A STATE CHARTERED CREDIT UNION PROVIDING FINANCIAL SERVICES BY TAKING DEPOSITS FROM AND MAKING LOANS TO ITS MEMBERS false false MAINTENANCE OF MEMBER DEPOSIT ACCOUNTS. NUMBER OF DEPOSIT ACCOUNTS IS 106,085. MAKING LOANS TO MEMBERS AT MARKET RATES OF INTEREST. NUMBER OF LOAN ACCOUNTS IS 24,265. false false false false false false false true false true false false false true false true true false false false false false false false false false false false true false false false false false false false false false false false true true true false true 10256 0 true 224 true true true false false false false false false false X 10 9 false false false false true true true true true false true true false true true true true true true true false X X KAREN WOOD 6038892470 33 FRANKLIN STREET NASHUA NH 03064 A SCOTT MAC KNIGHT PRESIDENT/ C 40.00 X 477341 0 51850 MARK WARNER EXECUTIVE VP 40.00 X 348295 0 92944 JOHN ZIEMBA SVP COMMLEND 40.00 X 237416 0 103764 PAMELA FORD SVP OF LENDI 40.00 X 214603 0 69763 JOSE RIVERA HERNANDEZ VP OF DATA S 40.00 X 165842 0 34606 REBECCA THOMAS SVP MARKETIN 40.00 X 150369 0 36094 KAREN WOOD SVP FINANCE/ 40.00 X 169550 0 13298 KARIN TAYLOR SVP HUMAN RE 40.00 X 164808 0 2171 LISA VAN BIENE VP OF MEMBER 40.00 X 153723 0 11456 SEANA HILL BRANCH MANAG 40.00 X 100476 0 14320 LINDA ANDERSON BRANCH MANAG 40.00 X 102271 0 10455 MARGO COMPAGNA CHAIRPERSON 1.00 X X 0 0 0 DAVID DEGULIS DIRECTOR 1.00 X 0 0 0 ROBERT DEMERS 1ST VICE PRE 1.00 X X 0 0 0 ROBERT DUHAIME DIRECTOR 1.00 X 0 0 0 DAVID FREDETTE TREASURER 1.00 X X 0 0 0 REBECCA MACLENNAN SECRETARY 1.00 X X 0 0 0 MARK RICHARDSON 2ND VICE PRE 1.00 X X 0 0 0 LILIAN RODRIGUEZ DIRECTOR 1.00 X 0 0 0 ADEEL TAHIR DIRECTOR 1.00 X 0 0 0 2284694 440721 11 false true false HEALTH PLANS INC PO BOX 5199 WESTBOROUGH MA 01581 MEDICAL INS 2207852 NCR CORPORATION 14181 COLLECTION CENTER DRIVE CHICAGO IL 60693 IT-ATM 736063 DG INVESTMENT INTERMEDIATE HLDG DBA CONERGENT TECHNOLOGIES INC PO BOX 53008 LUBBOCL TX 79453 ATM MAINTENANCE 514105 LEE & MASON FINANCIAL SERVICES INC PO BOX 270 NORTHVILLE NY 12134 VSI 459469 FISERV PO BOX 99924 GRAPEVINE TX 760999724 IT 416005 21 LOAN INCOME 21014388 21014388 21014388 2237740 2237740 66218 66294 -76 -76 -76 MEMBER FEES & CHARGES 124619 6302268 6302268 OTHER INCOME 591414 591414 MORTGAGE ORIGINATION FEES 389941 389941 251422 126803 124619 7535045 30787097 28424738 124619 2237740 1864938 8537196 2801590 754342 17522 194551 146651 2591627 1993861 1334488 132892 4608470 1253350 141266 PROVISION FOR LOAN LOSS 799800 LOAN SERVICING 377633 PROFESSIONAL SERVICES 325395 EQUIPMENT MAINTENANCE 307425 550045 28733042 0 0 0 6728742 7001174 137107352 20689654 529705721 659193411 4475901 4011978 29029421 18610143 10776450 10419278 166332508 185595040 2929500 6576500 19223876 23404704 877280050 916891739 1827482 7341449 159822 161839 60450000 153450000 755956871 708642787 818394175 869596075 X 58885875 47295664 58885875 47295664 877280050 916891739 X 2054055 -13668444 43093 -18915 X false true X true false false true X 1929202 1929202 7110113 3213746 3896367 4365396 2283755 2081641 15450564 13012813 2437751 174146 99829 74317 10419278 SHARES AND DEPOSIT ACCOUNTS 704961452 TREASURY DRAFT DUE 3606350 OTHER LIABILITIES 74985 708642787 30787097 30787097 30787097 28733042 28733042 28733042 SCHEDULE D, PAGE 2, PART IV, LINE 2B MORTGAGE ESCROW ACCOUNTS HELD FOR THE PAYMENT OF REAL ESTATE TAXES FOR MUNICIPALITIES. X true true X X X false false false A SCOTT MAC KNIGHT PRESIDENT/ CEO 411523 65818 46780 5070 529191 MARK WARNER EXECUTIVE VP/CFO 320163 28132 77374 15570 441239 JOHN ZIEMBA SVP COMMLENDING 213053 24363 90699 13065 341180 PAMELA FORD SVP OF LENDING 189486 25117 44183 25580 284366 JOSE RIVERA HERNANDEZ VP OF DATA SERVICES 139182 26660 34606 200448 REBECCA THOMAS SVP MARKETING 126351 24018 36094 186463 KAREN WOOD SVP FINANCE/CFO 143658 25892 13298 182848 KARIN TAYLOR SVP HUMAN RESOURCES 140600 24208 2171 166979 LISA VAN BIENE VP OF MEMBER SERVICE 131139 22584 11456 165179 FORM 990, PAGE 6, PART VI, LINE 6 PERSONS WHO MEET THE REQUIREMENTS OF THE ORGANIZATION'S FIELD OF MEMBERSHIP WHO HOLD AT LEAST ONE SHARE OF THE CAPITAL. FORM 990, PAGE 6, PART VI, LINE 7A EACH MEMBER HAS A VOTE AT THE ELECTION OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B ANY CHANGES TO THE INCORPORATING DOCUMENTS, IE. BYLAWS ARE APPROVED BY THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B DUE TO THE TIMING OF BOARD MEETINGS AND RETURN FILING THE RETURN MAY NOT BE PRESENTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. INSTEAD, IT IS REVIEWED BY THE CFO WHO AUTHORIZES ITS FILING. THE FILED FORM 990 IS THEN REVIEWED BY THE ENTIRE BOARD AT THE NEXT REGULARLY SCHEDULED MEETING. FORM 990, PAGE 6, PART VI, LINE 12C REVIEWED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE PERSONNEL COMMITTEE WHICH IS MADE UP OF SELECTED BOARD MEMBERS MEET IN THE FOURTH QUARTER OF EVERY YEAR TO REVIEW DATA PRESENTED BY THE VP OF HUMAN RESOURCES. THE DATA REVIEWED IS OBTAINED BY A THIRD PARTY WHO ANALYZE JOB POSITIONS BASED ON THE SAME RESPONSIBILITY CRITERIA. THIS INFORMATION IS USED TO DETERMINE SALARIES FOR ALL OTHER POSITIONS AS WELL. GENERALLY, SALARIES RANGE BETWEEN 80% AND 120% OF THE PAY SCALE PROVIDED. THE COMMITTEE SUBSEQUENTLY MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. NOTE: THE COMPENSATION PROVIDER'S DATA IS COLLECTED FROM SEVERAL WELL KNOWN SALARY SURVEYS. FORM 990, PAGE 6, PART VI, LINE 15B THE PERSONNEL COMMITTEE WHICH IS MADE UP OF SELECTED BOARD MEMBERS MEET IN THE FOURTH QUARTER OF EVERY YEAR TO REVIEW DATA PRESENTED BY THE VP OF HUMAN RESOURCES. THE DATA REVIEWED IS OBTAINED BY A THIRD PARTY WHO ANALYZE JOB POSITIONS BASED ON THE SAME RESPONSIBILITY CRITERIA. THIS INFORMATION IS USED TO DETERMINE SALARIES FOR ALL OTHER POSITIONS AS WELL. GENERALLY, SALARIES RANGE BETWEEN 80% AND 120% OF THE PAY SCALE PROVIDED. THE COMMITTEE SUBSEQUENTLY MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. NOTE: THE COMPENSATION PROVIDER'S DATA IS COLLECTED FROM SEVERAL WELL KNOWN SALARY SURVEYS. FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION IS POSTED AT CREDIT UNION BRANCHES AND AVAILABLE UPON REQUEST AND AT THE ANNUAL MEETING. FORM 990, PART XI, LINE 9 CHANGE IN PENSION OBLIGATION 0 CHANGE IN PENSION OBLIGATION -18,915 TOTAL -18,915 VALLEY-WILLOW LLC 33 FRANKLIN STREET NASHUA NH 03064 205885999 LEASE PROP NH N/A C CORP true false false false false false false false false false false true false false false false false false false false VALLEY-WILLOW LLC K MARKET