CREDIT UNIONS IN THE STATE OF WASHINGTON: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS IN THE STATE OF WASHINGTON (EIN 91-0219435)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202003159349304050
- Schema version
- 2019v5.1
- 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 | 2020-11-10T14:02:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 601 W RIVERSIDE AVENUE STE 1800 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910219435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNIONS IN THE STATE OF WASHINGTON | BusinessNameLine1Txt |
| Business Name Line2 | BOEING EMPLOYEES CREDIT UNION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRED | BusinessNameControlTxt |
| Phone | 2064395700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 GATEWAY DR S MAILSTOP 1011-1 | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELBA BARTELS | PersonNm |
| Person Title | EVP FINANCE/CFO | PersonTitleTxt |
| Phone | 2064395700 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5097472600 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 10:09:57 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8FC3026EDFBBE3D85340D5CD37AF6ADD6894A1B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BENSON PORTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 GATEWAY DR S MAILSTOP 1011-1 | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,171,377,622 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.BECU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | AS A COOPERATIVE, WE BRING PEOPLE TOGETHER TO IMPROVE THE FINANCIAL WELL-BEING OF OUR MEMBERS AND THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2712 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,350,412 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $509,086 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $732,004,564 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $809,197,752 | CYProgramServiceRevenueAmt |
| PY Investment Income | $125,708,654 | PYInvestmentIncomeAmt |
| CY Investment Income | $203,646,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,425,020 | PYOtherRevenueAmt |
| CY Other Revenue | $2,035,773 | CYOtherRevenueAmt |
| PY Total Revenue | $861,138,238 | PYTotalRevenueAmt |
| CY Total Revenue | $1,014,880,283 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,592,355 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,299,128 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $228,854,065 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $267,215,125 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $374,499,542 | PYOtherExpensesAmt |
| CY Other Expenses | $467,005,396 | CYOtherExpensesAmt |
| PY Total Expenses | $607,945,962 | PYTotalExpensesAmt |
| CY Total Expenses | $739,519,649 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $253,192,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $275,360,634 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,588,565,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,178,675,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,478,637,179 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,725,180,411 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,109,927,919 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,453,494,853 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AS A COOPERATIVE, WE BRING PEOPLE TOGETHER TO IMPROVE THE FINANCIAL WELL-BEING OF OUR MEMBERS AND THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TOTAL 1,237,456 MEMBERS; 132,988 NEW MEMBERS FOR 2019; 164,558 LOANS ORIGINATED TOTALING $9,313,043,000. | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2712 | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA WALLACE | PersonNm |
| Phone | 2064395700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 GATEWAY DR S | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98168 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SUSAN EHRLICH | |||||||
| DIRECTOR/CHAIRPERSON | 6.00 | Yes (X) | Yes (X) | $73,968 | $0 | $0 | |
| DEBRA SOMBERG | |||||||
| DIRECTOR | 6.00 | Yes (X) | $67,303 | $0 | $0 | ||
| DESIREE SERR | |||||||
| DIRECTOR | 6.00 | Yes (X) | $64,870 | $0 | $0 | ||
| BILL LONGBRAKE | |||||||
| DIRECTOR | 6.00 | Yes (X) | $63,343 | $0 | $0 | ||
| DAVID YONCE | |||||||
| DIRECTOR | 6.00 | Yes (X) | $62,719 | $0 | $0 | ||
| WILL DAUGHERTY | |||||||
| DIRECTOR | 6.00 | Yes (X) | $60,494 | $0 | $0 | ||
| JOHN MCMURRAY | |||||||
| DIRECTOR, AUDIT COMMITTEE | 6.00 | Yes (X) | $55,219 | $0 | $0 | ||
| JESSIE WOOLLEY-WILSON | |||||||
| DIRECTOR | 6.00 | Yes (X) | $58,553 | $0 | $0 | ||
| DENIS FARMER | |||||||
| DIRECTOR, AUDIT COMMITTEE | 6.00 | Yes (X) | $58,343 | $0 | $0 | ||
| MATT OPPENHEIMER | |||||||
| DIRECTOR | 6.00 | Yes (X) | $56,953 | $0 | $0 | ||
| JOHN BENSON PORTER | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $1,492,032 | $0 | $416,069 | ||
| THOMAS MORGAN | |||||||
| EVP CHIEF INFORMATION OFFICER | 40.00 | Yes (X) | $862,796 | $0 | $84,177 | ||
| MELANIE WALSH | |||||||
| EVP CHIEF ADMINISTRATIVE OFFICER | 40.00 | Yes (X) | $831,629 | $0 | $66,008 | ||
| MICHAEL SCOTT STRAND | |||||||
| EVP CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $728,815 | $0 | $260,373 | ||
| MELBA BARTELS | |||||||
| EVP FINANCE/CFO | 40.00 | Yes (X) | $712,857 | $0 | $192,512 | ||
| DOUGLAS MARSHALL | |||||||
| EVP CHIEF DIGITAL & PRODUCT OFFICER | 40.00 | Yes (X) | $705,045 | $0 | $95,106 | ||
| JOHN STEWART | |||||||
| EVP CHIEF RISK OFFICER | 40.00 | Yes (X) | $575,709 | $0 | $123,048 | ||
| THOMAS BERQUIST | |||||||
| EVP CHIEF MARKETING OFFICER | 40.00 | Yes (X) | $550,489 | $0 | $90,879 | ||
| DANA GRAY | |||||||
| SVP COMMERICAL & BUSINESS SERVICES | 40.00 | Yes (X) | $414,157 | $0 | $88,680 | ||
| TRAVIS SIMPSON | |||||||
| SVP RETAIL, CONTACT CENTER AND WEALTH | 40.00 | Yes (X) | $407,392 | $0 | $73,756 | ||
| GENNADIY HENRY DARAKHOVSKIY | |||||||
| SVP TREASURY CIO | 40.00 | Yes (X) | $407,276 | $0 | $80,060 | ||
| MICHAEL RYAN | |||||||
| SVP GENERAL COUNSEL | 40.00 | Yes (X) | $398,010 | $0 | $48,171 | ||
| LISA GROVE | |||||||
| SVP CHIEF AUDIT EXECUTIVE | 40.00 | Yes (X) | $365,138 | $0 | $80,539 | ||
| SEAN MURPHY | |||||||
| SVP CHIEF INFORMATION SECURITY OFFICER | 40.00 | Yes (X) | $325,925 | $0 | $11,493 | ||
| GREGG KATS | |||||||
| SVP ADMINSTRATION & SERVICING | 40.00 | Yes (X) | $322,421 | $0 | $125,992 | ||
| MICHAEL ZELL | |||||||
| SVP DIGITAL | 40.00 | Yes (X) | $315,631 | $0 | $80,969 | ||
| LORRAINE STEWART | |||||||
| SVP MORTGAGE LENDING | 40.00 | Yes (X) | $314,749 | $0 | $76,780 | ||
| AARON BRESKO | |||||||
| SVP CONSUMER LENDING | 40.00 | Yes (X) | $309,362 | $0 | $141,364 | ||
| KEN MYHRA | |||||||
| SVP CREDIT CARD | 40.00 | Yes (X) | $271,228 | $0 | $105,978 | ||
| JENNIFER FANCHER | |||||||
| SVP ENTERPRISE STRATEGIC SERVICES | 40.00 | Yes (X) | $270,444 | $0 | $70,315 | ||
| SARA MOOREHEAD | |||||||
| SVP COOPERATIVE AFFAIRS | 40.00 | Yes (X) | $242,090 | $0 | $12,826 | ||
| SHAHZAD KAZI | |||||||
| SVP CREDIT RISK MANAGEMENT & CCO | 40.00 | Yes (X) | $204,383 | $0 | $17,607 | ||
| ANTHONY HARRIS | |||||||
| ASSISTANT CORPORATE SECRETARY | 40.00 | Yes (X) | $196,088 | $0 | $70,374 | ||
| SOLYNN MCCURDY | |||||||
| SVP SOCIAL IMPACT & BECU FOUNDATION EXECUTIVE DIRE | 40.00 | Yes (X) | $166,984 | $0 | $11,123 | ||
| LINNEA WEXLER | |||||||
| SR COMMERICAL RELATIONSHIP MANAGER II | 40.00 | $528,974 | $0 | $60,122 | Yes (X) | ||
| MARK THOMSON | |||||||
| VP COMPLIANCE & PRIVACY | 40.00 | $364,429 | $0 | $95,456 | Yes (X) | ||
| MARC WRIGHT | |||||||
| VP BUSINESS CREDIT ADMINISTRATION | 40.00 | $353,687 | $0 | $76,594 | Yes (X) | ||
| MATHEW DAILEY | |||||||
| VP INVESTMENT SERVICES | 40.00 | $351,338 | $0 | $86,113 | Yes (X) | ||
| KYLE WELSH | |||||||
| VP INFORMATION SECURITY | 40.00 | $347,103 | $0 | $7,183 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,957,946 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,749,667 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 587 | 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 |
|---|---|---|---|---|---|
| PSCU FINANCIAL SERVICES | |||||
| 560 CARILLON PKWY | ST PETERSBURG | FL | 33716 | ONLINE BANKING | $15,732,373 |
| FISERV CNS | |||||
| 5325 S MOORLAND RD | NEW BERLIN | WI | 53151 | FINANCIAL SERVICES | $13,089,661 |
| MASTERCARD INTERNATIONAL | |||||
| 2000 PURCHASE STREET | PURCHASE | NY | 10577 | FINANCIAL SERVICES | $12,202,226 |
| DNA BRAND MECHANICS | |||||
| 1301 FIFTH AVE SUITE 2600 | SEATTLE | WA | 98101 | BRANDING & ADVERTISING | $10,382,634 |
| MICROSOFT CORPORATION INC | |||||
| ONE MICROSOFT WAY | REDMOND | WA | 98052 | SOFTWARE & CLOUD SERVICES | $8,995,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 283 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| LOAN INTEREST INCOME | 522291 | $621,620,936 | $621,620,936 | |
| FEE INCOME | 522100 | $155,661,888 | $154,658,558 | $1,003,330 |
| BROKER INCOME | 523000 | $10,392,524 | $10,392,524 | |
| CONTRACT INCENTIVE INCOME | 525990 | $10,198,759 | $10,198,759 | |
| OTHER PROGRAM REVENUE | 522100 | $6,545,030 | $6,479,410 | $65,620 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,778,615 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,722,694 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,921 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $809,197,752 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,594,743 | TotalRevenueColumnAmt |
| Exclusion | $174,594,743 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,564,828 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,754,596 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,810,232 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,810,232 | TotalRevenueColumnAmt |
| Exclusion | $1,810,232 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $143,761,388 | SecuritiesAmt |
| Other | $39,033,370 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,948,008 | SecuritiesAmt |
| Other | $39,794,735 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,813,380 | SecuritiesAmt |
| Other | -$761,365 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,052,015 | TotalRevenueColumnAmt |
| Exclusion | $29,052,015 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSO INVESTMENTS | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $225,541 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $225,541 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $225,541 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,014,880,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $808,072,881 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,350,412 | UnrelatedBusinessRevenueAmt |
| Exclusion | $205,456,990 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,299,128 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,227,793 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,828,765 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,918,973 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,950,054 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,289,540 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,702,253 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,406,779 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,857 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,084,115 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,287,533 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,906,249 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,655,058 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,168,902 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,873,297 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,126 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,507,127 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,732,674 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,936 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRODUCT COST & SERVICIN | $104,789,307 |
| UBI TAX EXPENSE | $293,982 |
| PROVISION FOR LOAN LOSS | $55,776,530 |
| DUES & SUBSCRIPTIONS | $649,661 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$325,990 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,519,649 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,344,799 | BOYAmt |
| EOY | $222,702,051 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,649,211 | BOYAmt |
| EOY | $975,186,902 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,794 | BOYAmt |
| EOY | $248,871 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,858,497,050 | BOYAmt |
| EOY | $14,187,247,010 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,437,604 | BOYAmt |
| EOY | $23,796,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $306,206,312 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $139,494,968 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,765,979 | BOYAmt |
| EOY | $166,711,344 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,554,847 | BOYAmt |
| EOY | $63,912,547 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,690,617,330 | BOYAmt |
| EOY | $5,770,005,536 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,659,058 | BOYAmt |
| EOY | $15,256,849 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,764,426 | BOYAmt |
| EOY | $753,607,227 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,588,565,098 | BOYAmt |
| EOY | $22,178,675,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,632,634 | BOYAmt |
| EOY | $131,348,480 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,680,538 | BOYAmt |
| EOY | $1,963,112 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,809,962 | BOYAmt |
| EOY | $1,583,997,722 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,584,514,045 | BOYAmt |
| EOY | $18,007,871,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,478,637,179 | BOYAmt |
| EOY | $19,725,180,411 | 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 | $2,109,927,919 | BOYAmt |
| EOY | $2,453,494,853 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,109,927,919 | BOYAmt |
| EOY | $2,453,494,853 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,588,565,098 | BOYAmt |
| EOY | $22,178,675,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $275,360,634 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $99,104,346 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$30,898,046 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $35,308 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $35,308 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $35,308 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| CITIZENS TO ELECT KATHY HOUGARDY | |||||
| 14950 57TH AVENUE S | TUKWILA | WA | 98168 | 205627651 | $250 |
| CITIZENS VOTING FOR EKBERG | |||||
| 4920 S 161ST STREET | TUKWILA | WA | 98188 | 800421457 | $500 |
| DEMOCRATIC GOVERNORS ASSOCIATION | |||||
| 1225 EYE STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | 521304889 | $15,000 |
| ELECT KATE4 TUKWILA COMMITTEE | |||||
| PO BOX 69534 | TUKWILA | WA | 98168 | 452564150 | $250 |
| FRIENDS OF LARRY SPRINGER | |||||
| 700 20TH AVE W | KIRKLAND | WA | 98033 | 830382872 | $1,000 |
| FRIENDS OF LAURIE JINKINS | |||||
| PO BOX 2032 | TACOMA | WA | 98401 | 272214467 | $2,000 |
| HOUSE DEMOCRATIC CAMPAIGN COMMITTEE | |||||
| 4130 1ST AVENUE SOUTH STE D | SEATTLE | WA | 98134 | 916178946 | $2,000 |
| HOUSE REPUBLICAN ORGANIZATIONAL COMMITTEE | |||||
| PO BOX 7222 | OLYMPIA | WA | 98507 | 916177625 | $1,000 |
| JAY INSLEE FOR WASHINGTON | |||||
| PO BOX 21067 | SEATTLE | WA | 98111 | 452533952 | $2,000 |
| MARK MULLET FOR STATE SENATE | |||||
| 2525 NE PARK DRIVE A | ISSAQUAH | WA | 98029 | 454091046 | $2,000 |
| NORTHWEST CREDIT UNION ASSOCIATION | |||||
| 18000 INTERNATIONAL BLVD | SEATAC | WA | 98188 | 910460483 | $308 |
| SENATE REPUBLICAN CAMPAIGN COMMITTEE | |||||
| PO BOX 11025 | OLYMPIA | WA | 98508 | 910987396 | $1,000 |
| THE HARRY TRUMAN FUND | |||||
| PO BOX 9100 | SEATTLE | WA | 98109 | 911769570 | $1,000 |
| THE KENNEDY FUND | |||||
| 119 - 1ST AVE S STE 320 | SEATTLE | WA | 98104 | 482745811 | $2,000 |
| THE LEADERSHIP COUNCIL | |||||
| PO BOX 12085 | OLYMPIA | WA | 98508 | 911714860 | $2,000 |
| THE REAGUN FUND | |||||
| PO BOX 904 | OLYMPIA | WA | 98507 | 911716818 | $2,000 |
| WASHINGTON SENATE DEMOCRATIC CAMPAIGN | |||||
| 4130 1ST AVE SOUTH STE D | SEATTLE | WA | 98134 | 462614068 | $1,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | IN 2019, BECU CONTRIBUTED PRIMARILY TO THE ELECTION CAMPAIGNS OF VARIOUS INDIVIDUALS RUNNING FOR WASHINGTON STATE ELECTED POSITIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,794,549 | OtherCostOrOtherBasisAmt |
| Book Value | $22,794,549 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,843,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,616,693 | DepreciationAmt |
| Book Value | $74,226,640 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,308,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,447,903 | DepreciationAmt |
| Book Value | $12,860,325 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,389,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,198,090 | DepreciationAmt |
| Book Value | $30,191,161 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,870,951 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,232,282 | DepreciationAmt |
| Book Value | $26,638,669 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $166,711,344 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -$7,418,824 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN STOCK | $73,360,100 | F |
| HELD TO MATURITY & AVAILABLE FOR SALE INVESTMENTS | $5,704,064,260 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,770,005,536 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SHARES AND DEPOSITS | $17,940,286,864 |
| DIVIDENDS PAYABLE | $4,194,551 |
| OTHER LIABILITIES | $9,140,141 |
| OUTSTANDING CHECKS | $54,249,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,007,871,097 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,043,059,677 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,672,087 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,925,124 | OtherRevenueAmt |
| Revenue Not Reported | $37,597,211 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,005,462,466 | RevenueSubtotalAmt |
| Other Revenues Not Included | $9,417,817 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,417,817 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,014,880,283 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $735,252,497 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,925,124 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,925,124 | ExpensesNotReportedAmt |
| Expenses Subtotal | $730,327,373 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,192,276 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,192,276 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $739,519,649 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE CREDIT UNION IS EXEMPT BY STATUTE FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501 OF THE INTERNAL REVENUE CODE OF 1954; HOWEVER, THE CREDIT UNION'S UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL INCOME TAXES. THERE WERE NO SIGNIFICANT INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2019 OR 2018. ACCOUNTING PRINCIPLES PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CREDIT UNION HAD NO UNRECOGNIZED TAX POSITIONS AT DECEMBER 31, 2019 OR 2018. IT IS THE CREDIT UNION'S POLICY TO RECORD ANY PENALTIES OR INTEREST ARISING FROM FEDERAL OR STATE TAXES AS A COMPONENT OF NONINTEREST EXPENSE. THE CREDIT UNION FILES EXEMPT ORGANIZATION AND UNRELATED BUSINESS INCOME TAX RETURNS WITH THE FEDERAL JURISDICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 2,754,596. IMPAIRED ASSETS 2,170,528. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CUSO INVESTMENT INCOME 225,541. INTEREST EXPENSE 9,192,276. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 2,754,596. IMPAIRED ASSETS 2,170,528. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE 9,192,276. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (95 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BECU FOUNDATION | ||||||||||
| 12770 GATEWAY DRIVE S | TUKWILA | WA | 98168 | 911703337 | 501(C)(3) | $302,671 | $56,833 | FMV | SHARED ADMINISTRATIVE SERVICES | PROVIDE ADMINISTRATIVE OPERATIONS FOR THE BECU FOUNDATION |
| ADVOCATES FOR IMMIGRANTS IN DETENTION NW | ||||||||||
| 1915 S SHERIDAN AVENUE | TACOMA | WA | 98405 | 271031009 | 501(C)(3) | $44,400 | DONATION | |||
| AFTER-SCHOOL ALL-STARS | ||||||||||
| 5900 WILSHIRE BLVD STE 2000 | LOS ANGELES | CA | 90036 | 954441208 | 501(C)(3) | $19,400 | DONATION | |||
| ALLIANCE FOR EDUCATION | ||||||||||
| 500 UNION STREET SUITE 320 | SEATTLE | WA | 981012332 | 911508191 | 501(C)(3) | $8,000 | DONATION | |||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||
| 200 MAIN STREET | SAFETY HARBOR | FL | 34695 | 810739440 | 501(C)(3) | $440,000 | EMPLOYEE MATCHING DONATIONS | |||
| AMERICAN RED CROSS | ||||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $10,000 | DONATION | |||
| ARLINGTON KIDS KLOSET | ||||||||||
| 135 SOUTH FRENCH BOX C | ARLINGTON | WA | 98223 | 542161032 | 501(C)(3) | $17,500 | DONATION | |||
| ASIAN AMERICAN-PACIFIC ISLANDERS IN PHILANTHROPY | ||||||||||
| 300 FRANK H OGAWA PLAZA | OAKLAND | CA | 94612 | 943150064 | 501(C)(3) | $5,000 | DONATION | |||
| ASSOCIATION OF WASHINGTON BUSINESS | ||||||||||
| 1414 CHERRY STREET SE | OLYMPIA | WA | 98501 | 910496803 | 501(C)(3) | $5,500 | DONATION | |||
| ATHLETES FOR KIDS | ||||||||||
| 3020 ISSAQUAH-PINE LAKE RD 254 | SAMMAMISH | WA | 98075 | 810552451 | 501(C)(3) | $19,400 | DONATION | |||
| BELLEVUE COLLEGE FOUNDATION | ||||||||||
| 3000 LANDERHOLM CIRCLE SE | BELLEVUE | WA | 98007 | 911051671 | 501(C)(3) | $15,000 | DONATION | |||
| BEYOND PINK SPOKANE | ||||||||||
| 4119 S CUBA STREET | SPOKANE | WA | 99223 | 800638255 | 501(C)(3) | $17,500 | DONATION | |||
| BRIDGE DISABILITY MINISTRIES | ||||||||||
| 12356 NORTHUP WAY STE 103 | BELLEVUE | WA | 98005 | 911383241 | 501(C)(3) | $19,400 | DONATION | |||
| BRIGADOON SERVICE DOGS INC | ||||||||||
| 4759 MISSION ROAD | BELLINGHAM | WA | 98226 | 270100385 | 501(C)(3) | $20,000 | DONATION | |||
| BUSINESS IMPACT NW | ||||||||||
| 1437 S JACKSON | SEATTLE | WA | 98144 | 911764008 | 501(C)(3) | $152,500 | DONATION | |||
| CAMP JOURNEY AT ROSS POINT | ||||||||||
| 820 S ROSS POINT ROAD | POST FALLS | ID | 83854 | 820237661 | 501(C)(3) | $19,400 | DONATION | |||
| CAPITOL HILL HOUSING FOUNDATION | ||||||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | 271682190 | 501(C)(3) | $17,500 | DONATION | |||
| CAREER PATH SERVICES | ||||||||||
| 10 N POST STREET | SPOKANE | WA | 99201 | 911032846 | 501(C)(3) | $20,000 | DONATION | |||
| CARES OF WASHINGTON | ||||||||||
| 1833 N 105TH STREET STE 201 | SEATTLE | WA | 98133 | 134237286 | 501(C)(3) | $17,500 | DONATION | |||
| CAROLINA YOUTH DEVELOPMENT CENTER | ||||||||||
| 5055 LACKAWANNA BLVD | NORTH CHARLESTON | SC | 29405 | 570669877 | 501(C)(3) | $19,400 | DONATION | |||
| CHRIST KITCHEN | ||||||||||
| PO BOX 10307 | SPOKANE | WA | 99209 | 473161138 | 501(C)(3) | $10,000 | DONATION | |||
| COLLEGE ACCESS NOW | ||||||||||
| 3211 MLK WAY S SUITE A | SEATTLE | WA | 98144 | 680624494 | 501(C)(3) | $42,500 | DONATION | |||
| COLLEGE SUCCESS FOUNDATION | ||||||||||
| 15500 SE 30TH PLACE SUITE 200 | BELLEVUE | WA | 98007 | 912036088 | 501(C)(3) | $70,000 | DONATION | |||
| COMMUNITY COLLEGES OF SPOKANE FOUNDATION | ||||||||||
| 501 N RIVERPOINT BLVD MS 1005 | SPOKANE | WA | 992176000 | 910886962 | 501(C)(3) | $10,000 | DONATION | |||
| COURTHOUSE DOGS FOUNDATION | ||||||||||
| 317 109TH AVE SE | BELLEVUE | WA | 98004 | 460577127 | 501(C)(3) | $15,250 | DONATION | |||
| CWU FOUNDATION | ||||||||||
| 400 E UNIVERSITY WAY | ELLENSBURG | WA | 98926 | 237017467 | 501(C)(3) | $10,000 | DONATION | |||
| DRESS FOR SUCCESS SEATTLE | ||||||||||
| 1118 5TH AVENUE | SEATTLE | WA | 98101 | 911925352 | 501(C)(3) | $19,400 | DONATION | |||
| EASTERN WASHINGTON UNIVERSITY FOUNDATION | ||||||||||
| 102 HARGREAVES HALL | CHENEY | WA | 99004 | 911019819 | 501(C)(3) | $10,000 | DONATION | |||
| EXPRESS CREDIT UNION | ||||||||||
| 1930 6TH AVENUE S STE 104 | SEATTLE | WA | 981341627 | 910573334 | 501(C)(3) | $579,869 | DONATION | |||
| FINANCIAL BEGINNINGS WASHINGTON | ||||||||||
| 12783 GATEWAY DRIVE S | TUKWILA | WA | 98168 | 814631680 | 501(C)(3) | $35,000 | DONATION | |||
| FIRST UNITED METHODIST CHURCH OF SEATTLE | ||||||||||
| 180 DENNY WAY | SEATTLE | WA | 98109 | 910564750 | 501(C)(3) | $15,000 | DONATION | |||
| FIRST WASHINGTON | ||||||||||
| 21238 68TH AVE S | KENT | WA | 98032 | 452443839 | 501(C)(3) | $17,500 | DONATION | |||
| FORTERRA NW | ||||||||||
| 901 FIFTH AVENUE STE 2200 | SEATTLE | WA | 98164 | 943112461 | 501(C)(3) | $30,000 | DONATION | |||
| FREEDOM EDUCATION PROJECT PUGET SOUND | ||||||||||
| 918 S HORTON STREET STE 912 | SEATTLE | WA | 98134 | 455291038 | 501(C)(3) | $34,400 | DONATION | |||
| FREEDOM PROJECT | ||||||||||
| PO BOX 31191 | SEATTLE | WA | 98103 | 912129474 | 501(C)(3) | $34,400 | DONATION | |||
| GIVING BACK PACKS SPOKANE | ||||||||||
| 5428 S REGAL ST UNIT 30321 | SPOKANE | WA | 99223 | 832160752 | 501(C)(3) | $19,400 | DONATION | |||
| GLOBAL TO LOCAL | ||||||||||
| 2800 S 192ND STREET STE 104 | SEA TAC | WA | 98188 | 273133200 | 501(C)(3) | $50,000 | DONATION | |||
| HABITAT FOR HUMANITY SEATTLE-KING COUNTY | ||||||||||
| 560 NACHES AVE SW 110 | RENTON | WA | 98057 | 911342397 | 501(C)(3) | $82,500 | DONATION | |||
| HARBOR WILD WATCH | ||||||||||
| 3110 JUDSON STREET 99 | GIG HARBOR | WA | 98335 | 204205938 | 501(C)(3) | $34,400 | DONATION | |||
| HIGHLINE HIGH SCHOOL ALUMNI FOUNDATION | ||||||||||
| PO BOX 66647 | BURIEN | WA | 98166 | 911667582 | 501(C)(3) | $6,000 | DONATION | |||
| HIGHLINE SCHOOL DISTRICT #401 | ||||||||||
| 15675 AMBAUM BLVD SW | BURIEN | WA | 98166 | 916001631 | 501(C)(3) | $18,000 | DONATION | |||
| HOPEWORKS SOCIAL ENTERPRISES | ||||||||||
| 3331 BROADWAY | EVERETT | WA | 98201 | 800684608 | 501(C)(3) | $6,631 | DONATION | |||
| HOUSING DEVEPLOMENT CONSORTIUM | ||||||||||
| 1326 FIFTH AVE SUITE 230 | SEATTLE | WI | 98101 | 943073588 | 501(C)(3) | $10,000 | DONATION | |||
| HOUSING HOPE | ||||||||||
| 5830 EVERGREEN WAY | EVERETT | WA | 982033748 | 943060709 | 501(C)(3) | $202,500 | DONATION | |||
| INNOVENTURES | ||||||||||
| 2100 24TH AVE S 380 | SEATTLE | WA | 98144 | 911704028 | 501(C)(3) | $7,500 | DONATION | |||
| JUNIOR ACHIEVEMENT OF OR AND SW WA INC | ||||||||||
| 7830 SE FOSTER ROAD | PORTLAND | OR | 97206 | 930384007 | 501(C)(3) | $55,000 | DONATION | |||
| JUNIOR ACHIEVEMENT OF WASHINGTON | ||||||||||
| 1700 WESTLAKE AVE N STE 100 | SEATTLE | WA | 98109 | 910604913 | 501(C)(3) | $215,000 | DONATION | |||
| KITSAP COMMUNITY RESOURCES | ||||||||||
| PO BOX 647 | BREMERTON | WA | 98337 | 270313905 | 501(C)(3) | $7,000 | DONATION | |||
| MARY'S PLACE FOR THE ARTS | ||||||||||
| 2321 HOYT AVENUE | EVERETT | WA | 98201 | 453411935 | 501(C)(3) | $19,400 | DONATION | |||
| MENDED HEARTS OF SPOKANE | ||||||||||
| 932 W 32ND AVENUE | SPOKANE | WA | 99203 | 464753814 | 501(C)(3) | $19,400 | DONATION | |||
| MINI MART CITY PARK | ||||||||||
| 851 DONOVAN STREET | SEATTLE | WA | 98108 | 462201493 | 501(C)(3) | $17,500 | DONATION | |||
| MUSEUM OF FLIGHT | ||||||||||
| 9404 E MARGINAL WAY S | SEATTLE | WA | 98108 | 910785826 | 501(C)(3) | $10,000 | DONATION | |||
| NATIONAL CREDIT UNION FOUNDATION INC | ||||||||||
| 5710 MINERAL POINT ROAD | MADISON | WI | 53705 | 391383650 | 501(C)(3) | $200,000 | DONATION | |||
| NORTHEAST YOUTH CENTER | ||||||||||
| 3004 E QUEEN AVENUE | SPOKANE | WA | 99217 | 710886315 | 501(C)(3) | $19,400 | DONATION | |||
| NORTHWEST CREDIT UNION FOUNDATION | ||||||||||
| 18000 INTERNATIONAL BLVD STE 350 | SEATAC | WA | 98188 | 911649328 | 501(C)(3) | $155,500 | DONATION | |||
| NORTHWEST HARVEST | ||||||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | 910826037 | 501(C)(3) | $17,500 | DONATION | |||
| NORTHWEST INNOVATION RESOURCE CTR | ||||||||||
| 2200 RIMLAND DR STE 210 | BELLINGHAM | WA | 982266643 | 273156063 | 501(C)(3) | $25,000 | DONATION | |||
| OPEN DOORS FOR MULTICULTURAL FAMILIES | ||||||||||
| 24437 RUSSELL RD 220 | KENT | WA | 98032 | 271206272 | 501(C)(3) | $17,500 | DONATION | |||
| OUTREACH & RESOURCE SERVICES FOR WOMEN | ||||||||||
| 100002 AURORA AVE N | SEATTLE | WA | 98133 | 455619578 | 501(C)(3) | $6,000 | DONATION | |||
| PARENT TRUST FOR WASHINGTON CHILDREN | ||||||||||
| 2200 RAINIER AVE S | SEATTLE | WA | 98144 | 911036940 | 501(C)(3) | $19,400 | DONATION | |||
| PHILANTHROPY NORTHWEST | ||||||||||
| 2101 4TH AVENUE SUITE 650 | SEATTLE | WA | 98121 | 911110995 | 501(C)(3) | $25,000 | DONATION | |||
| PIKE MARKET SENIOR CENTER & FOOD BANK | ||||||||||
| 85 PIKE STREET SUITE 200 | SEATTLE | WA | 98101 | 911034838 | 501(C)(3) | $15,000 | DONATION | |||
| PLYMOUTH HOUSING GROUP | ||||||||||
| 2113 THIRD AVENUE | SEATTLE | WA | 98121 | 911122621 | 501(C)(3) | $6,000 | DONATION | |||
| RAIN CITY ROCK CAMP FOR GIRLS | ||||||||||
| 117 E LOUISA ST 445 | SEATTLE | WA | 98102 | 943455872 | 501(C)(3) | $37,500 | DONATION | |||
| RAISING GIRLS | ||||||||||
| PO BOX 7851 | TACOMA | WA | 98417 | 821306270 | 501(C)(3) | $54,400 | DONATION | |||
| READING PARTNERS | ||||||||||
| 180 GRAND AVENUE STE 800 | OAKLAND | CA | 94612 | 770568469 | 501(C)(3) | $17,500 | DONATION | |||
| REBOOT THEATRE COMPANY | ||||||||||
| 8112 5TH AVE NE | SEATTLE | WA | 98115 | 814279851 | 501(C)(3) | $19,400 | DONATION | |||
| REBUILDING TOGETHER SOUTH SOUND | ||||||||||
| 4019 S ORCHARD STREET | TACOMA | WA | 98404 | 912147601 | 501(C)(3) | $25,000 | DONATION | |||
| SCORE GREATER SEATTLE | ||||||||||
| 1175 HERNDON PARKWAY NO 900 | HERNDON | VA | 20170 | 521067290 | 501(C)(3) | $6,000 | DONATION | |||
| SEATTLE COLLEGES FOUNDATION | ||||||||||
| 1500 HARVARD AVENUE | SEATTLE | WA | 981223803 | 830551671 | 501(C)(3) | $175,000 | DONATION | |||
| SEATTLE FOUNDATION | ||||||||||
| 1601 FIFTH AVE STE 1900 | SEATTLE | WA | 98101 | 916013536 | 501(C)(3) | $50,000 | DONATION | |||
| SEATTLE GOOD BUSINESS NETWORK | ||||||||||
| 220 - 2ND AVE S STE 202 | SEATTLE | WA | 98104 | 272172486 | 501(C)(3) | $41,500 | DONATION | |||
| SEATTLE REPERTORY THEATRE | ||||||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | 910756535 | 501(C)(3) | $17,500 | DONATION | |||
| SNOQUALMIE VALLEY COMMUNITY NETWORK | ||||||||||
| PO BOX 910 | CARNATION | WA | 98014 | 464274413 | 501(C)(3) | $17,500 | DONATION | |||
| SOCIAL VENTURE PARTNERS | ||||||||||
| 220 SECOND AVE S 3RD FL | SEATTLE | WA | 98104 | 911894424 | 501(C)(3) | $22,500 | DONATION | |||
| SOUTH SEATTLE COLLEGE FOUNDATION | ||||||||||
| 2101 4TH AVENUE STE 2050 | SEATTLE | WA | 98121 | 911122981 | 501(C)(3) | $12,500 | DONATION | |||
| SPOKANE NEIGHBORHOOD ACTION PARTNERS | ||||||||||
| 3102 W FORT GEORGE WRIGHT DR | SPOKANE | WA | 992245203 | 911311127 | 501(C)(3) | $98,707 | DONATION | |||
| TACOMA SCHOOL DISTRICT NO 10 | ||||||||||
| 601 S 8TH STREET | TACOMA | WA | 984011357 | 916001553 | 501(C)(3) | $6,000 | DONATION | |||
| THE BEYOND PROJECT | ||||||||||
| 4508 FERNCROFT RD | MERCER ISLAND | WA | 98040 | 474049333 | 501(C)(3) | $19,400 | DONATION | |||
| THE DANCE SCHOOL | ||||||||||
| PO BOX 1833 | EVERETT | WA | 98206 | 205010653 | 501(C)(3) | $17,500 | DONATION | |||
| THE EVERGREEN STATE COLLEGE FOUNDATION | ||||||||||
| 2700 EVERGREEN PARKWAY NW L3900 | OLYMPIA | WA | 98505 | 910981488 | 501(C)(3) | $10,000 | DONATION | |||
| THE GOOD FOOT ARTS COLLECTIVE | ||||||||||
| 4913 S PILGRIM STREET | SEATTLE | WI | 98118 | 911541988 | 501(C)(3) | $17,500 | DONATION | |||
| UNITED WAY OF SKAGIT COUNTY | ||||||||||
| PO BOX 451 | BURLINGTON | WA | 98233 | 910755705 | 501(C)(3) | $15,000 | DONATION | |||
| UNITED WAY OF SNOHOMISH COUNTY | ||||||||||
| 3120 MCDOUGALL AVE SUITE 200 | EVERETT | WA | 98201 | 910606507 | 501(C)(3) | $100,000 | DONATION | |||
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 3981 | SEATTLE | WA | 98124 | 916001537 | 501(C)(3) | $166,250 | DONATION | |||
| UNIVERSITY OF WASHINGTON ALUMNI ASSOC | ||||||||||
| 4333 BROOKLYN AVENUE NE | SEATTLE | WA | 98195 | 910450697 | 501(C)(3) | $285,000 | DONATION | |||
| VICTIM SUPPORT SERVICES | ||||||||||
| PO BOX 1949 | EVERETT | WA | 982061949 | 910993005 | 501(C)(3) | $17,500 | DONATION | |||
| VIVA FARMS | ||||||||||
| PO BOX 1714 | MOUNT VERNON | WA | 98273 | 204396437 | 501(C)(3) | $32,500 | DONATION | |||
| WASHINGTON BUSINESS WEEK | ||||||||||
| PO BOX 1170 | RENTON | WA | 98051 | 911048245 | 501(C)(3) | $10,000 | DONATION | |||
| WASHINGTON DECA | ||||||||||
| 200 WEST MERCER ST STE 207 | SEATTLE | WA | 98119 | 911308496 | 501(C)(3) | $16,000 | DONATION | |||
| WASHINGTON WOMEN IN NEED | ||||||||||
| 232 5TH AVE S SUITE 201 | KIRKLAND | WA | 98033 | 911559848 | 501(C)(3) | $20,000 | DONATION | |||
| WHITE CENTER FOOD BANK | ||||||||||
| 10829 8TH AVE SW | SEATTLE | WA | 98146 | 911167830 | 501(C)(3) | $15,000 | DONATION | |||
| WORLDWIDE FOUNDATION FOR CREDIT UNIONS | ||||||||||
| 5710 MINERAL POINT ROAD | MADISON | WI | 53705 | 396093210 | 501(C)(3) | $15,000 | DONATION | |||
| WSU FOUNDATION | ||||||||||
| PO BOX 641927 | PULLMAN | WA | 99164 | 911075542 | 501(C)(3) | $333,000 | DONATION | |||
| YOUTH CARE | ||||||||||
| 2500 NE 54TH STREET | SEATTLE | WA | 98105 | 910917079 | 501(C)(3) | $20,000 | DONATION | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 94 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BECU MONITORS THE USE OF GRANT FUNDS IN THE U.S. BY ASKING EACH OF OUR NON-PROFIT GRANT OR DONATION RECIPIENTS TO PROVIDE PERIODIC UPDATES AND RANDOMLY CONDUCT ON SITE VISITS OF GRANT RECIPIENTS. BECU GIFT MATCHING GUIDELINES REQUIRE THE DONEE ORGANIZATION TO PROVIDE PROOF OF RECEIPT OF FUNDS AND THEIR FEDERAL TAX IDENTIFICATION NUMBER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN BENSON PORTER | ||||||||||||||
| PRESIDENT/CEO | $691,097 | $0 | $786,034 | $0 | $14,901 | $0 | $391,395 | $0 | $24,674 | $0 | $1,908,101 | $0 | $0 | $0 |
| THOMAS MORGAN | ||||||||||||||
| EVP CHIEF INFORMATION OFFICER | $331,603 | $0 | $524,467 | $0 | $6,726 | $0 | $70,840 | $0 | $13,337 | $0 | $946,973 | $0 | $74,437 | $0 |
| MELANIE WALSH | ||||||||||||||
| EVP CHIEF ADMINISTRATIVE OFFICER | $309,013 | $0 | $520,927 | $0 | $1,689 | $0 | $41,408 | $0 | $24,600 | $0 | $897,637 | $0 | $291,659 | $0 |
| MICHAEL SCOTT STRAND | ||||||||||||||
| EVP CHIEF OPERATING OFFICER | $437,867 | $0 | $288,470 | $0 | $2,478 | $0 | $240,539 | $0 | $19,834 | $0 | $989,188 | $0 | $0 | $0 |
| MELBA BARTELS | ||||||||||||||
| EVP FINANCE/CFO | $462,535 | $0 | $245,432 | $0 | $4,890 | $0 | $171,691 | $0 | $20,821 | $0 | $905,369 | $0 | $0 | $0 |
| DOUGLAS MARSHALL | ||||||||||||||
| EVP CHIEF DIGITAL & PRODUCT OFFICER | $328,131 | $0 | $369,532 | $0 | $7,382 | $0 | $78,144 | $0 | $16,962 | $0 | $800,151 | $0 | $121,749 | $0 |
| JOHN STEWART | ||||||||||||||
| EVP CHIEF RISK OFFICER | $338,342 | $0 | $235,247 | $0 | $2,120 | $0 | $101,034 | $0 | $22,014 | $0 | $698,757 | $0 | $0 | $0 |
| THOMAS BERQUIST | ||||||||||||||
| EVP CHIEF MARKETING OFFICER | $304,066 | $0 | $238,488 | $0 | $7,935 | $0 | $69,005 | $0 | $21,874 | $0 | $641,368 | $0 | $10,871 | $0 |
| DANA GRAY | ||||||||||||||
| SVP COMMERICAL & BUSINESS SERVICES | $282,780 | $0 | $126,523 | $0 | $4,854 | $0 | $66,855 | $0 | $21,825 | $0 | $502,837 | $0 | $0 | $0 |
| TRAVIS SIMPSON | ||||||||||||||
| SVP RETAIL, CONTACT CENTER AND WEALT | $248,412 | $0 | $157,238 | $0 | $1,742 | $0 | $46,991 | $0 | $26,765 | $0 | $481,148 | $0 | $0 | $0 |
| GENNADIY HENRY DARAKHOVSKIY | ||||||||||||||
| SVP TREASURY CIO | $267,372 | $0 | $137,363 | $0 | $2,541 | $0 | $59,739 | $0 | $20,321 | $0 | $487,336 | $0 | $0 | $0 |
| MICHAEL RYAN | ||||||||||||||
| SVP GENERAL COUNSEL | $275,699 | $0 | $120,510 | $0 | $1,801 | $0 | $45,585 | $0 | $2,586 | $0 | $446,181 | $0 | $0 | $0 |
| LISA GROVE | ||||||||||||||
| SVP CHIEF AUDIT EXECUTIVE | $245,312 | $0 | $114,934 | $0 | $4,892 | $0 | $58,665 | $0 | $21,874 | $0 | $445,677 | $0 | $0 | $0 |
| SEAN MURPHY | ||||||||||||||
| SVP CHIEF INFORMATION SECURITY OFFIC | $299,071 | $0 | $25,000 | $0 | $1,854 | $0 | $8,538 | $0 | $2,955 | $0 | $337,418 | $0 | $0 | $0 |
| GREGG KATS | ||||||||||||||
| SVP ADMINSTRATION & SERVICING | $223,199 | $0 | $95,024 | $0 | $4,198 | $0 | $104,853 | $0 | $21,139 | $0 | $448,413 | $0 | $0 | $0 |
| MICHAEL ZELL | ||||||||||||||
| SVP DIGITAL | $251,343 | $0 | $61,699 | $0 | $2,589 | $0 | $60,195 | $0 | $20,774 | $0 | $396,600 | $0 | $0 | $0 |
| LORRAINE STEWART | ||||||||||||||
| SVP MORTGAGE LENDING | $213,069 | $0 | $97,038 | $0 | $4,642 | $0 | $59,838 | $0 | $16,942 | $0 | $391,529 | $0 | $0 | $0 |
| AARON BRESKO | ||||||||||||||
| SVP CONSUMER LENDING | $219,124 | $0 | $85,697 | $0 | $4,541 | $0 | $127,810 | $0 | $13,554 | $0 | $450,726 | $0 | $0 | $0 |
| KEN MYHRA | ||||||||||||||
| SVP CREDIT CARD | $206,508 | $0 | $63,490 | $0 | $1,230 | $0 | $83,781 | $0 | $22,197 | $0 | $377,206 | $0 | $0 | $0 |
| JENNIFER FANCHER | ||||||||||||||
| SVP ENTERPRISE STRATEGIC SERVICES | $199,608 | $0 | $69,428 | $0 | $1,408 | $0 | $47,389 | $0 | $22,926 | $0 | $340,759 | $0 | $0 | $0 |
| SARA MOOREHEAD | ||||||||||||||
| SVP COOPERATIVE AFFAIRS | $58,317 | $0 | $160,536 | $0 | $23,237 | $0 | $4,554 | $0 | $8,272 | $0 | $254,916 | $0 | $0 | $0 |
| SHAHZAD KAZI | ||||||||||||||
| SVP CREDIT RISK MANAGEMENT & CCO | $162,238 | $0 | $25,000 | $0 | $17,145 | $0 | $4,523 | $0 | $13,084 | $0 | $221,990 | $0 | $0 | $0 |
| ANTHONY HARRIS | ||||||||||||||
| ASSISTANT CORPORATE SECRETARY | $156,329 | $0 | $37,608 | $0 | $2,151 | $0 | $60,290 | $0 | $10,084 | $0 | $266,462 | $0 | $0 | $0 |
| SOLYNN MCCURDY | ||||||||||||||
| SVP SOCIAL IMPACT & BECU FOUNDATION | $166,236 | $0 | $0 | $0 | $748 | $0 | $2,123 | $0 | $9,000 | $0 | $178,107 | $0 | $0 | $0 |
| LINNEA WEXLER | ||||||||||||||
| SR COMMERICAL RELATIONSHIP MANAGER I | $130,634 | $0 | $397,542 | $0 | $798 | $0 | $30,619 | $0 | $29,503 | $0 | $589,096 | $0 | $0 | $0 |
| MARK THOMSON | ||||||||||||||
| VP COMPLIANCE & PRIVACY | $245,789 | $0 | $112,139 | $0 | $6,501 | $0 | $77,414 | $0 | $18,042 | $0 | $459,885 | $0 | $0 | $0 |
| MARC WRIGHT | ||||||||||||||
| VP BUSINESS CREDIT ADMINISTRATION | $236,363 | $0 | $110,456 | $0 | $6,868 | $0 | $64,150 | $0 | $12,444 | $0 | $430,281 | $0 | $0 | $0 |
| MATHEW DAILEY | ||||||||||||||
| VP INVESTMENT SERVICES | $199,260 | $0 | $147,140 | $0 | $4,938 | $0 | $66,759 | $0 | $19,354 | $0 | $437,451 | $0 | $0 | $0 |
| KYLE WELSH | ||||||||||||||
| VP INFORMATION SECURITY | $22,806 | $0 | $116,427 | $0 | $207,870 | $0 | $1,682 | $0 | $5,501 | $0 | $354,286 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | BECU MAINTAINS A MEMBERSHIP AT A SOCIAL CLUB. ALL EXECUTIVES HAVE ACCESS TO THE CLUB FOR CONDUCTING MEETINGS AND TO HOST SOCIAL EVENTS. THE BENEFIT OF ATTENDING THE CLUB IS NOT TAXABLE TO THE RECIPIENT. |
| PART I, LINE 4B: | EVP CHIEF INFORMATION OFFICER: RECEIVED PAYMENT DUE TO VESTING OF THE SERP IN THE AMOUNT OF $74,437. $61,461 ACCRUAL OF 457(F) SERP. EVP CHIEF ADMINISTRATIVE OFFICER: RECEIVED PAYMENT DUE TO VESTING OF THE SERP IN THE AMOUNT OF $291,659. $34,213 ACCRUAL OF 457(F) SERP. EVP CHIEF DIGITAL OFFICER: RECEIVED PAYMENT DUE TO VESTING OF THE SERP IN THE AMOUNT OF $121,749. $69,713 ACCRUAL OF 457(F) SERP. EVP CHIEF MARKETING OFFICER: RECEIVED PAYMENT DUE TO VESTING OF THE SERP IN THE AMOUNT OF $10,871. $60,617 ACCRUAL OF 457(F) SERP. PRESIDENT/CEO: $381,049 ACCRUAL OF 457(F) SERP. EVP CHIEF OPERATING OFFICER: $231,052 ACCRUAL OF 457(F) SERP. EVP CHIEF FINANCIAL OFFICER: $159,191 ACCRUAL OF 457(F) SERP. EVP CHIEF RISK OFFICER: $95,802 ACCRUAL OF 457(F) SERP. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | BECU IS A COOPERATIVE SOCIETY ORGANIZED UNDER WASHINGTON LAW AS A NONPROFIT CORPORATION FOR THE PURPOSE OF BRINGING PEOPLE TOGETHER TO IMPROVE THE FINANCIAL WELL-BEING OF OUR MEMBERS AND THEIR COMMUNITIES. MEMBERSHIP AT BECU IS LIMITED TO THOSE PERSONS LISTED IN THE FIELD OF MEMBERSHIP APPENDIX TO THE BYLAWS. AT ALL MEETINGS EACH MEMBER WITH ONE OR MORE FULLY PAID SHARES WILL HAVE ONE VOTE SUBJECT TO CERTAIN CONDITIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | BECU IS A COOPERATIVE SOCIETY ORGANIZED UNDER WASHINGTON LAW AS A NONPROFIT CORPORATION FOR THE PURPOSE OF BRINGING PEOPLE TOGETHER TO IMPROVE THE FINANCIAL WELL-BEING OF OUR MEMBERS AND THEIR COMMUNITIES. MEMBERSHIP AT BECU IS LIMITED TO THOSE PERSONS LISTED IN THE FIELD OF MEMBERSHIP APPENDIX TO THE BYLAWS. AT ALL MEETINGS EACH MEMBER WITH ONE OR MORE FULLY PAID SHARES WILL HAVE ONE VOTE SUBJECT TO CERTAIN CONDITIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | TAX DIRECTOR, CONTROLLER, GENERAL COUNSEL, HUMAN RESOURCES, GOVERNMENT RELATIONS AND CFO REVIEW FORM 990 AND ALL APPLICABLE SCHEDULES PRIOR TO FILING. A COPY OF THE FINAL VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER BEFORE IT IS FILED FOR INFORMATIONAL PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, AUDIT COMMITTEE MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE SUBJECT TO THE BOARD-APPROVED CONFLICTS OF INTEREST TRANSACTIONS POLICY, WHICH REQUIRES ANNUAL CERTIFICATION THAT EACH INDIVIDUAL HAS REVIEWED THE POLICY AND HAS MADE ALL REQUIRED DISCLOSURES. THE LEGAL DEPARTMENT TRACKS COMPLIANCE WITH THE ANNUAL CERTIFICATION REQUIREMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | MARKET COMPENSATION DATA WILL BE GATHERED FOR THE PRESIDENT'S POSITION AND THE OTHER EXECUTIVE POSITIONS AS PART OF THE BI-ANNUAL COMPETITIVE COMPENSATION ANALYSIS. THE COMPENSATION DATA FOR THE PRESIDENT'S POSITION WILL BE PROVIDED TO THE COMPENSATION COMMITTEE FOR DEVELOPING A RECOMMENDATION TO THE BOARD OF DIRECTORS REGARDING ANY COMPENSATION ADJUSTMENT. THE COMPENSATION COMMITTEE MAY ENGAGE THIRD PARTY CONSULTANTS TO ASSIST WITH THE CEO COMPENSATION REVIEW AND RECOMMENDATIONS. THE EXECUTIVE COMPENSATION DATA WILL BE PROVIDED TO THE PRESIDENT FOR DETERMINING ADJUSTMENTS FOR THE OTHER EXECUTIVE POSITIONS. THE COMPENSATION DATA WILL BE GATHERED USING A VARIETY OF INDUSTRY SURVEY SOURCES AND DATA SEGMENTS WHICH ARE THEN VALIDATED BY A THIRD PARTY. BECU'S COMPENSATION PROGRAM IS ADMINISTERED BY THE HUMAN RESOURCES DEPARTMENT AND IS AUDITED BY BECU'S AUDIT SERVICES DEPARTMENT. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | BECU'S BYLAWS, CORPORATE GOVERNANCE OVERVIEW AND FINANCIAL DATA ARE POSTED AND AVAILABLE TO THE PUBLIC ON THE BECU.ORG WEBSITE. BECU'S FINANCIAL DATA IS ALSO AVAILABLE TO THE PUBLIC VIA THE NCUA WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 13: | THE AUDIT COMMITTEE HAS A WHISTLEBLOWER POLICY (THE "POLICY") TO ENCOURAGE EMPLOYEES TO REPORT CONCERNS, ISSUES, COMPLAINTS, INQUIRIES, AND INFORMATION REGARDING VIOLATIONS OF THE CREDIT UNION'S ETHICS POLICIES, FAILURE TO MEET THE CREDIT UNION'S ACCOUNTING STANDARDS, AND POTENTIAL VIOLATIONS OF LAW OR REGULATIONS. THIS INCLUDES ILLEGAL OR IMPROPER CONDUCT BY THE CREDIT UNION ITSELF, BY ITS LEADERSHIP, OR BY OTHERS ON ITS BEHALF. THE POLICY IS DESIGNED TO ENSURE THAT NO EMPLOYEE FEELS AT A DISADVANTAGE FOR RAISING LEGITIMATE CONCERNS ABOUT VIOLATIONS OF THE CREDIT UNION'S ETHICS POLICIES, QUESTIONABLE ACCOUNTING ISSUES, OR LEGAL AND REGULATORY ISSUES. IN ORDER TO ENSURE THAT ALL REPORTS ARE HANDLED ANONYMOUSLY, CONFIDENTIALLY AND INDEPENDENTLY OF USUAL EMPLOYEE-MANAGER RELATIONSHIPS, THE CREDIT UNION HAS RETAINED AN INDEPENDENT THIRD-PARTY PROVIDER, ETHICSPOINT. ANY EMPLOYEE CAN USE THE ETHICSPOINT SYSTEM TO REPORT ANY ISSUE OR CONCERN CONFIDENTIALLY AND ANONYMOUSLY. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES 15,828,194. OTHER OUTSIDE SERVICES 9,255,921. |
| FORM 990, PART XI, LINE 9: | OTHER COMPREHENSIVE INCOME PENSION & SERP BENEFIT PLANS -30,672,505. CURRENT YEAR CUSO INCOME -225,541. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPLOYEE BENEFIT FUNDING TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14025 RIVEREDGE DRIVE SUITE 280 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EMPLOYEE MEDICAL & PAID TIME-OFF BENEFIT OBLIGATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Total Income | $4,238,649 | TotalIncomeAmt |
| End Of Year Assets | $350,575,049 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECU | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECU FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 GATEWAY DR S | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911703337 | EIN |
| Primary Activities | SCHOLARSHIPS | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |