CREDIT UNIONS IN THE STATE OF CALIFORNIA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-6069237)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349308722
- 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 | 2020-11-12T17:29:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954083485 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNER WARREN HWANG & CONRAD ACCTCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH FIRST ST STE 202 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91502 | 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 | 946069237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAR ONE CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAR | BusinessNameControlTxt |
| Phone | 4085435028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1306 BORDEAUX DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94089 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY RODRIGUES | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4085435028 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALENTINO CREUS CPA | PreparerPersonNm |
| PTIN | P01054153 | PTIN |
| Phone | 8189549700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.95.190.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 06:46:02 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CEFC9F3E0A6DCC685B364005133C18EB560DB533 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 048EE652F0479155537D3ADFC76134B616B923FF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY RODRIGUES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1306 BORDEAUX DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $307,950,531 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.STARONE.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | CREDIT UNION | OtherOrganizationDsc |
| Formation | 1956 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 250 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $101,740 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $21,343 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $154,090,372 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $165,971,926 | CYProgramServiceRevenueAmt |
| PY Investment Income | $87,207,017 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,160,441 | CYInvestmentIncomeAmt |
| PY Other Revenue | $320,160 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $241,617,549 | PYTotalRevenueAmt |
| CY Total Revenue | $257,132,367 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $510,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $575,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,709,841 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,805,306 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $148,884,607 | PYOtherExpensesAmt |
| CY Other Expenses | $173,521,865 | CYOtherExpensesAmt |
| PY Total Expenses | $182,105,048 | PYTotalExpensesAmt |
| CY Total Expenses | $211,902,771 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $59,512,501 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $45,229,596 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,568,235,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,073,674,668 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,577,263,746 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,968,513,924 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $990,971,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,105,160,744 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, STAR ONE CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | STAR ONE CREDIT UNION PROVIDED SERVICES TO 110,278 MEMBERS WITH SAVINGS AND LOAN ACCOUNTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STAR ONE OFFERS STUDENT LOANS TO GRADUATE AND UNDERGRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STAR ONE CREDIT UNION PROVIDED 8,354 LOANS TOTALLING $1,363,862,373 IN 2019. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | 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 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 119530 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 250 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN SEBASTIAN VP CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085435028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1306 BORDEAUX DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94089 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DOUG FLOWE | ||||||||
| CHAIR | 1.00 | Yes (X) | $5,334 | $0 | $0 | |||
| DAVID DAGGETT | ||||||||
| 1ST VICE CHAIR | 1.00 | Yes (X) | $2,365 | $0 | $0 | |||
| JEFF GAUT | ||||||||
| 2ND VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT DUNLAP | ||||||||
| TREASURER | 1.00 | Yes (X) | $5,283 | $0 | $0 | |||
| RICHARD AOCHI | ||||||||
| SECRETARY | 1.00 | Yes (X) | $2,568 | $0 | $0 | |||
| MARTIN ENG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $3,034 | $0 | $0 | |||
| PATRICIA HUMECKE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $4,588 | $0 | $0 | |||
| TRINY LEE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $4,009 | $0 | $0 | |||
| MELISSA HENCK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $4,000 | $0 | $0 | |||
| CHRISTINA GOEAS | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $2,755 | $0 | $0 | |||
| CYRUS TABARI | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PONPROM FLYNN | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $1,573 | $0 | $0 | |||
| BRIAN LAWLER | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $1,039 | $0 | $0 | |||
| KRISHNA MARELLA | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $797 | $0 | $0 | |||
| GARY RODRIGUES | ||||||||
| PRESIDENT & CEO | 40.00 | $1,588,946 | $0 | $2,685,591 | Yes (X) | |||
| M MUCKER | ||||||||
| EXECUTIVE VP - OPS | 40.00 | $675,803 | $0 | $1,231,816 | Yes (X) | |||
| B ROSS | ||||||||
| EXECUTIVE VP - FINANCE & ADMINISTRATION | 40.00 | $518,614 | $0 | $761,398 | Yes (X) | |||
| K COLLINS | ||||||||
| SENIOR VP - LENDING | 40.00 | $371,002 | $0 | $130,890 | Yes (X) | |||
| R MCALPINE | ||||||||
| VP - INFORMATION SYSTEMS | 40.00 | $359,542 | $0 | $99,607 | Yes (X) | |||
| A SEBASTIAN | ||||||||
| VP - CONTROLLER | 40.00 | $356,966 | $0 | $124,937 | Yes (X) | |||
| J FAGENSTROM | ||||||||
| VP - MARKETING | 40.00 | $334,508 | $0 | $113,185 | Yes (X) | |||
| K FUKUMOTO | ||||||||
| VP - INTERNAL AUDIT | 40.00 | $331,938 | $0 | $84,070 | Yes (X) | |||
| R RUTLEDGE | ||||||||
| VP - HUMAN RESOURCES | 40.00 | $322,831 | $0 | $108,124 | Yes (X) | |||
| L BRUBAKER | ||||||||
| VP - REMOTE SERVICES | 40.00 | $292,607 | $0 | $74,954 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,190,102 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,414,572 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 68 | 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 |
|---|---|---|---|---|---|
| TYFONE INC | |||||
| 5331 SW MACADAM AVE STE 251 | PORTLAND | OR | 97239 | ONLINE/MOBILE BANKING | $1,869,984 |
| BUSINESS DATA INC | |||||
| PO BOX 6081 | INGLEWOOD | CA | 90312 | STATEMENT PRINTING | $854,458 |
| CLICKAPPRAISER | |||||
| 182 HOWARD STREET | SAN FRANCISCO | CA | 94105 | R/E APPRAISAL SERVICES | $825,990 |
| VISA USA INC | |||||
| 777 3RD AVE 12 | NEW YORK | NY | 10017 | VISA/ATM PROCESSING | $723,566 |
| FISERV INC | |||||
| 405 SCIENCE DR | MOORPARK | CA | 93021 | SOFTWARE MAINTENANCE | $722,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 39 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON LOANS | 522100 | $155,061,174 | $155,061,174 | |
| OTHER OPERATING INCOME | 522100 | $9,095,869 | $9,095,869 | |
| FEE INCOME | 522100 | $1,814,883 | $1,713,143 | $101,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $165,971,926 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,863,528 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,863,528 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,115,077 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,818,164 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $296,913 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296,913 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,132,367 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,030,627 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $101,740 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,600 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,190,102 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,696,533 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,295,826 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,081,680 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541,165 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,752 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,268 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,031 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,713,610 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,434,582 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,847,826 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,525 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,438,897 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,449 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,080,673 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,691,512 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,343 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOAN SERVICING EXPENSE | $6,809,962 |
| MISC OPERATING EXPENSE | $2,402,561 |
| PROVISION FOR LOAN & LE | $1,746,118 |
| GAIN (LOSS) ON TRADING | $667,660 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,096 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,902,771 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,426,811 | BOYAmt |
| EOY | $6,848,649 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,811,548 | BOYAmt |
| EOY | $295,984,074 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,284,839 | BOYAmt |
| EOY | $4,868,731 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,825,089 | BOYAmt |
| EOY | $2,304,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,038,119 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,626,728 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,231,688 | BOYAmt |
| EOY | $13,411,391 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,072,351,670 | BOYAmt |
| EOY | $4,183,324,285 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,024,773,099 | BOYAmt |
| EOY | $4,422,355,099 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,530,351 | BOYAmt |
| EOY | $144,578,050 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,568,235,095 | BOYAmt |
| EOY | $9,073,674,668 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,754,216 | BOYAmt |
| EOY | $62,455,857 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,522,509,530 | BOYAmt |
| EOY | $7,906,058,067 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,577,263,746 | BOYAmt |
| EOY | $7,968,513,924 | 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 | $990,971,349 | BOYAmt |
| EOY | $1,105,160,744 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,971,349 | BOYAmt |
| EOY | $1,105,160,744 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,568,235,095 | BOYAmt |
| EOY | $9,073,674,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $45,229,596 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $77,229,771 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,269,972 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $25,600 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $25,600 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $25,600 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| CCUL PAC | |||||
| 1201 K STREET SUITE 1050 | SACRAMENTO | CA | 95814 | 940357265 | $9,600 |
| BAY AREA PAC | |||||
| PO BOX 193919 | SAN FRANCISCO | CA | 94119 | 743032874 | $1,000 |
| NAFCU POLITICAL ADMINISTRATIVE FUND | |||||
| 3138 TENTH STREET NORTH | ARLINGTON | VA | 22901 | 541421503 | $15,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTION TO CALIFORNIA CREDIT UNION LEAGUE TO PROMOTE TRADE INFORMATION PERTAINING TO CREDIT UNIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,163,384 | OtherCostOrOtherBasisAmt |
| Book Value | $4,163,384 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,597,075 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,947,793 | DepreciationAmt |
| Book Value | $7,649,282 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,234,619 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,972,990 | DepreciationAmt |
| Book Value | $261,629 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,043,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,705,945 | DepreciationAmt |
| Book Value | $1,337,096 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,411,391 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALL OTHER INVESTMENTS | $17,250,000 | F |
| NET LOANS AND LEASES | $4,346,729,526 | F |
| NCUA SHARE INSURANCE DEPOSIT | $57,475,573 | C |
| PAID IN CAPITAL AT CORP CUS | $900,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $4,422,355,099 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DRAWS AGAINST LINES OF CREDIT | $419,400,000 |
| MEMBER SHARES AND DEPOSITS | $7,467,808,704 |
| NON-TRADING DERIVATIVES | $18,849,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,906,058,067 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FASB ASC 740-10-65, INCOME TAXES, PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CREDIT UNION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2019, AND 2018, AND, ACCORDINGLY, THE CREDIT UNION HAS NOT RECORDED A LIABILITY FOR THE PAYMENT OF INTEREST OR PENALTIES. THE CREDIT UNION IS SUBJECT TO AND PAYS ALL STATE AND CITY TAXES ON GOODS AND SERVICES PURCHASED BY THE CREDIT UNION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| THE ALZHEIMER'S ASSOCIATION | |||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $12,000 | FMV | NON-PROFIT ORGANIZATION THAT RAISES AWARENESS AND FUNDS FOR ALZHEIMER'S CARE, SUPPORT AND RESEARCH. | |
| BILL WILSON CENTER | |||||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | 942221849 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES SERVICES TO MORE THAN 4,100 CHILDREN,YOUTH, YOUNG ADULTS AND FAMILIES IN SANTA CLARA COUNTY THROUGH VARIOUS PROGRAMS. | |
| ANIMAL ASSISTED HAPPINESS | |||||||||
| 1030 E EL CAMINO REAL 279 | SUNNYVALE | CA | 94087 | 264100791 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT ENRICHES THE LIVES OF YOUTH WITH NEEDS THROUGH BARNYARD INTERACTIONS AT THEIR SMILE FARM AND MOBILE VISITS. | |
| CANINE COMPANIONS FOR INDEPENDENCE INC | |||||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | 942494324 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT ENHANCES THE LIVES OF PEOPLE WITH DISABILITIES BY PROVIDING HIGHLY TRAINED ASSISTANCE DOGS AND ONGOING SUPPORT TO ENSURE QUALITY PARTNERSHIPS. | |
| CANCER CAREPOINT INC | |||||||||
| 2505 SAMARITAN DRIVE BUILDING 400 | SAN JOSE | CA | 95124 | 273029691 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING SUPPORT FOR CANCER PATIENTS,FAMILIES, & CAREGIVERS IN SILICON VALLEY THROUGH PERSONALIZED ONE-ON-ONE COUNSELING, ASSISTANCE, RESOURCES AND EDUCATION. | SUITE 402 |
| MORGAN AUTISM CENTER | |||||||||
| 2280 KENWOOD AVENUE | SAN JOSE | CA | 95128 | 941722448 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT HELPS CHILDREN AND ADULTS WITH AUTISM OR OTHER DEVELOPMENTAL DISABILITIES MAXIMIZE THEIR POTENTIAL IN A DIGNIFIED,POSITIVE AND LOVING ENVIRONMENT. | |
| OPERATION CARE AND COMFORT | |||||||||
| 3173 PEBBLE BEACH CIRCLE | FAIRFIELD | CA | 94534 | 273116300 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO SUPPORTING AND ASSISTING VETERANS,MILITARY PERSONNEL AND THEIR FAMILY MEMBERS. | |
| LUCILLE PACKARD CHILDREN'S FOUNDATION | |||||||||
| 400 HAMILTON AVENUE 340 | PALO ALTO | CA | 94301 | 770440090 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT ELEVATES THE PRIORITY OF CHILDREN'S HEALTH AND INCREASES THE QUALITY AND ACCESSIBLILITY OF CHILDREN'S HEALTHCARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. | |
| NEPHCURE KIDNEY INTERNATIONAL | |||||||||
| 150 S WARNER RD SUITE 402 | KING OF PRUSSIAN | PA | 19406 | 383569922 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION WITH A MISSION TO ACCELERATE RESEARCH FOR EFFECTIVE TREATMENTS OF RARE FORMS OF NEPHROTIC SYNDROME AND PROVIDE EDUCATION AND SUPPORT THAT WILL IMPROVE LIVES AFFECTED. | |
| WEST VALLEY COMMUNITY SERVICES | |||||||||
| 10104 VISTA DRIVE | CUPERTINO | CA | 95014 | 942211685 | 501(C)(3) | $6,000 | FMV | NON-PROFIT ORGANIZATION THAT IS FIGHTING POVERTY BY PROVIDING CRITICAL SUPPORT SERVICES TO THE LOW INCOME AND HOMELESS INDIVIDUALS AND FAMILY IN COMMUNITIES OF CUPERTINO, LOS GATOS, MONTE SERENO, SARATOGA AND WEST SAN JOSE. | |
| NAMI SANTA CLARA COUNTY | |||||||||
| 1150 S BASCOM AVENUE 24 | SAN JOSE | CA | 95128 | 942430956 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT HELPS PEOPLE WITH A LIVED EXPERIENCE OF MENTAL ILLNESS AND FAMILIES BY PROVIDING SUPPORT, EDUCATION AND ADVOCACY; TO PROMOTE RESEARCH; TO REDUCE STIGMA AND DISCRIMINATION IN THE COMMUNITY; AND TO IMPROVE SERVICES BY WORKING WITH HEALTH PROFESSIONALS AND FAMILIES. | |
| LIVE OAK ADULT DAY CARE | |||||||||
| 1147 MINNESOTA AVENUE | SAN JOSE | CA | 95126 | 770069106 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES DAY CARE SERVICES FOR FRAIL AND DISABLED ELDERLY ADULT. THEIR LONG TERM GOAL IS TO SUPPORT KEEPING CLIENTS INDEPENDENT AND ACTIVE. | |
| CYSTIC FIBROSIS RESEARCH INC | |||||||||
| 2672 BAYSHORE PARKWAY STE 250 | MOUNTAIN VIEW | CA | 94043 | 510169988 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT FUNDS RESEARCH, PROVIDES EDUCATIONAL AND PERSONAL SUPPORT, AND SPREAD AWARENESS OF CYSTIC FIBROSIS, A LIFE-THREATENING GENETIC DISEASE. | |
| JACOB'S HEART CHILDREN'S CANCER SUPPORT SVCS | |||||||||
| 680 W BEACH STREET | WATSONVILLE | CA | 95075 | 680413822 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES FAMILY-CENTERED CARE THAT ADDRESSES THE EMOTIONAL, PRACTICAL AND FINANCIAL STRUGGLES FOR FAMILIES OF CHILDREN AND TEENS DURING TREATMENT, FAMILIES EXPERIENCING ANTICIPATORY GRIEF AND THOSE WHO ARE BEREAVED. | |
| THE CROHN'S AND COLITIS FOUNDATION OF AMERICA | |||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | 136193105 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT IS DEDICATED TO FINDING A CURE AND IMPROVING THE QUALITY OF LIFE OF CHILDREN AND ADULTS AFFECTED BY THESE DISEASES; OFFER A WIDE RANGE OF EDUCATIONAL PROGRAMS FOR PATIENTS AND HEALTHCARE PROFESSIONALS. | |
| SARATOGA AREA SENIOR COORDINATING COUNCIL | |||||||||
| PO BOX 3033 | SARATOGA | CA | 95070 | 942596228 | 501(C)(3) | $7,500 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES ACCESS TO PHYSICAL AND SOCIAL ACTIVITIES ALONG WITH RESOURCE SERVICES THAT IMPROVE THE OVERALL QUALITY OF LIFE FOR AGING ADULTS IN OUR COMMUNITY. | |
| ACKNOWLEDGE ALLIANCE | |||||||||
| 2483 OLD MIDDLEFIELD WAY 201 | MOUNTAIN VIEW | CA | 94043 | 770393676 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION FOCUSED ON EDUCATION AND MENTAL HEALTH, HELPS BUILD POSITIVE CONNECTIONS BETWEEN TEACHERS AND STUDENTS TO OPEN THE DOORS TO LEARNING AND WELL-BEING. | |
| AMERICAN CANCER SOCIETY | |||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT HELPS SAVE LIVES, CELEBRATE LIVES AND LEADS THE FIGHT FOR A WORLD WITHOUT CANCER. PROMOTING HEALTHY LIFESTYLES TO HELP PREVENT CANCER AND RESEARCHING CANCER AND ITS CAUSES TO FIND MORE ANSWERS AND BETTER TREATMENTS. | |
| AVENIDAS | |||||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | 941480548 | 501(C)(3) | $7,500 | FMV | NON-PROFIT ORGANIZATION THAT SUPPORT AND CELEBRATES OLDER ADULTS. THEY HELP OLDER ADULTS IN THE COMMUNITY TO BE AS ACTIVE, ENGAGED AND HEALTHY AS POSSIBLE THROUGHOUT THEIR LIVES BY PROVIDING RELEVANT SERVICES AND PROGRAMS. | |
| BAY AREA CANCER CONNECTIONS | |||||||||
| 2335 EL CAMINO REAL | PALO ALTO | CA | 94306 | 770417605 | 501(C)(3) | $7,500 | FMV | NON-PROFIT ORGANIZATION THAT SUPPORTS INDIVIDUALS AFFECTED BY CANCER WITH PERSONALIZED SERVICES THAT INFORM AND EMPOWER. | |
| THE TECH MUSEUM OF INNOVATION | |||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | 942864660 | 501(C)(3) | $10,000 | FMV | NON-PROFIT EXPERIMENTAL LEARNING RESOURCE DESIGNED TO HELP PEOPLE AND COMMUNITIES THRIVE IN THE TECHNOLOGICAL AGE. | |
| HEALTH TRUST MEALS ON WHEELS | |||||||||
| 3180 NEWBERRY DRIVE | SAN JOSE | CA | 95228 | 946050231 | 501(C)(3) | $7,500 | FMV | NON-PROFIT ORNGANIZATION DEDICATED TO TRANSFORMING SILICON VALLEY INTO THE HEALTHIEST REGION IN AMERICA FOR EVERYONE THROUGH THREE INITIATIVES: HEALTHY LIVING, HEALTHY AGING, AND HEALTHY COMMUNITIES. | |
| VMC FOUNDATION VALLEY HOMELESS HEALTHCARE PROGRAM | |||||||||
| 2400 MOORPARK AVENUE 207 | SAN JOSE | CA | 95128 | 770187890 | 501(C)(3) | $15,000 | FMV | NON-PROFIT ORGANIZATION THAT RAISES DONATIONS FROM THE COMMUNITY ON BEHALF OF THE VMC AND SCVHHS. THESE FUNDS ARE USED FOR PROGRAMS THAT SUPPORT COMMUNITY WELL-BEING, IMPROVE THE QUALITY OF CARE AND PROMOTE ACCESS TO MEDICAL TREATMENT FOR ALL RESIDENTS OF SANTA CLARA COUNTY. | |
| SUNNYVALE COMMUNITY SERVICES | |||||||||
| 725 KIFER ROAD | SUNNYVALE | CA | 94086 | 941713897 | 501(C)(3) | $15,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO PREVENTING HOMELESSNESS AND HUNGER FOR LOW-INCOME FAMILIES AND SENIORS FACING TEMPORARY CRISES BY PROVIDING FINANCIAL AID, FOOD AND OTHER SUPPORT THE PREVENTS LARGER PROBLEMS WITH MORE EXPENSIVE SOLUTIONS. | |
| CHILD ADVOCATES OF SILICON VALLEY | |||||||||
| 509 VALLEY WAY BUILDING 2 | MILPITAS | CA | 95035 | 770250773 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES STABILITY AND HOPE TO CHILDREN WHO HAVE EXPERIENCED ABUSE AND NEGLECT . | |
| FAMILY SUPPORTIVE HOUSING | |||||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | 770106237 | 501(C)(3) | $7,500 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES TEMPORARY SHELTER AND SUPPORTIVE SERVICES FOR HOMELESS FAMILIES IN SANTA CLARA COUNTY. | |
| FAMILY GIVING TREE | |||||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | 770284682 | 501(C)(3) | $15,000 | FMV | NON-PROFIT ORGANIZATION THAT HELPS TO FULFILL THE WISHES OF CHILDREN IN NEED WHILE INSPIRING PHILANTHROPY, KINDNESS, AND VOLUNTEERISM. THE FAMILY GIVING TREE PROGRAM WORKS WITH MORE THAN 300 BAY AREA SOCIAL SERVICES AGENCIES. | |
| PANCREATIC CANCER ACTION NETWORK INC | |||||||||
| 1500 ROSECRANS AVENUE 200 | MANHATTAN BEACH | CA | 90266 | 330841281 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO ADVANCE RESEARCH, SUPPORT PATIENTS, AND CREATE HOPE FOR PEOPLE WHO HAVE PANCREATIC CANCER. | |
| HOMEFIRST SERVICES OF SANTA CLARA COUNTY | |||||||||
| 507 VALLEY WAY | MILPITAS | CA | 95035 | 942684272 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO END HOMELESSNESS AND IMPROVE COMMUNITIES BY PROVIDING HOUSING AND SUPPORT SERVICES THAT ENABLE HOMELESS CHILDREN AND ADULTS TO ATTAIN STABLE HOUSING. THE ORGANIZATION IS A LEADING PROVIDER OF SHELTER AND SUPPORT SERVICES IN SANTA CLARA COUNTY. | |
| SECOND HARVEST FOOD BANK | |||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | 942614101 | 501(C)(3) | $50,000 | FMV | NON-PROFIT ORGANIZATION THAT IS DEDICATED TO ENDING LOCAL HUNGER BY PROVIDING FOOD TO NEARLY A QUARTER OF A MILLION PEOPLE EACH MONTH, PROMOTING FEDERAL NUTRITION PROGRAMS AND EDUCATING FAMILIES ON HOW TO MAKE HEALTHIER FOOD CHOICES. | |
| CITIZENS SCHOOLS | |||||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | 043259160 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT MOBILIZES A TEAM TO ENABLE PUBLIC SCHOOLS IN LOW-INCOME COMMUNITIES TO PROVIDE A LONGER LEARNING DAY RICH WITH OPPORTUNITIES. | |
| PRESIDENT AND THE BOARD OF TRUSTEES OF SANTA CLARA COLLEGE - LEAD SCHOLARS | |||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501(C)(3) | $15,000 | FMV | PROGRAM FOR FIRST-GENERATION COLLEGE STUDENTS (WHOSE PARENTS DID NOT GRADUATE FROM A 4-YEAR COLLEGE OR UNIVERSITY) FOCUSED ON ACADEMIC SUCCESS AND COMMUNITY ENGAGEMENT. THE PROGRAM PROVIDES ACADEMIC AND VOCATIONAL DEVELOPMENT OPPORTUNITES, SUPPORTIVE ADVISING, PEER MONITORING, AND COMMUNITY BUILDING THROUGH A VARIETY OF COURSES, PROGRAMS, AND SUPPORT NETWORKS. | |
| HAPPY HOLLOW FOUNDATION | |||||||||
| 1300 SENTER RD | SAN JOSE | CA | 95112 | 237219471 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT CONNECTS PEOPLE TO NATURE THROUGH PLAY. | |
| SAN ANDREAS REGIONAL CENTER | |||||||||
| 6203 SAN IGNACIO AVE 2ND FLOOR | SAN JOSE | CA | 95119 | 942591195 | 501(C)(3) | $10,000 | FMV | NON-PROFIT THAT EMPOWERS INDIVIDUALS AND THEIR FAMILIES TO LIVE BETTER, SELF-DETERMINED LIVES THROUGH DIAGNOSTICS AND SERVICE-COORDINATION FOR THOSE LIVING WITH DEVELOPMENTAL DISABILITIES. | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||||
| 100 W SAN FERNANDO ST SUITE 365 | SAN JOSE | CA | 95113 | 135644916 | 501(C)(3) | $10,000 | FMV | NON-PROFIT THAT HAS THE MISSION TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. | |
| DOWNTOWN STREETS INC | |||||||||
| 1671 THE ALAMEDA SUITE 306 | SAN JOSE | CA | 95126 | 205242330 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT IS ENDING HOMELESSNESS BY RESTORING THE DIGNITY AND REBUILDING THE LIVES OF UNHOUSED MEN AND WOMEN. | |
| MARINE TOYS FOR TOTS | |||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | 203021444 | 501(C)(3) | $6,000 | FMV | NON-PROFIT ORGANIZATION THAT COLLECTS NEW UNWRAPPED TOYS AND DISTRIBUTES THOSE TOYS TO LESS FORTUNATE CHILDREN AT CHRISTMAS TO HELP BRING THE JOY OF CHRISTMAS AND SEND A MESSAGE OF HOPE. | |
| SACRED HEART COMMUNITY SERVICES | |||||||||
| 1381 SOUTH FIRST ST | SAN JOSE | CA | 95110 | 237179787 | 501(C)(3) | $6,000 | FMV | NON-PROFIT ORGANIZATION THAT BUILDS A COMMUNITY FREE FROM POVERTY BY CREATING HOPE, OPPORTUNITY, AND ACTION. THEY PROVIDE ESSENTIAL SERVICES, WORK TOGETHER TO IMPROVE LIVES, ADVOCATE FOR JUSTICE, AND INSPIRE THE COMMUNITY TO LOVE, SERVE,AND SHARE. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $50,000 | CashGrantAmt |
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 |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | ||||||||||||||
| PRESIDENT & CEO | $709,130 | $0 | $346,702 | $0 | $533,114 | $0 | $2,641,508 | $0 | $44,083 | $0 | $4,274,537 | $0 | $0 | $0 |
| M MUCKER | ||||||||||||||
| EXECUTIVE VP - OPS | $203,786 | $0 | $298,984 | $0 | $173,033 | $0 | $1,213,219 | $0 | $18,597 | $0 | $1,907,619 | $0 | $0 | $0 |
| B ROSS | ||||||||||||||
| EXECUTIVE VP - FINANCE & ADMINISTRAT | $377,672 | $0 | $140,942 | $0 | $0 | $0 | $711,630 | $0 | $49,768 | $0 | $1,280,012 | $0 | $0 | $0 |
| K COLLINS | ||||||||||||||
| SENIOR VP - LENDING | $279,064 | $0 | $87,186 | $0 | $4,752 | $0 | $111,279 | $0 | $19,611 | $0 | $501,892 | $0 | $0 | $0 |
| R MCALPINE | ||||||||||||||
| VP - INFORMATION SYSTEMS | $191,852 | $0 | $86,072 | $0 | $81,618 | $0 | $70,453 | $0 | $29,154 | $0 | $459,149 | $0 | $0 | $0 |
| A SEBASTIAN | ||||||||||||||
| VP - CONTROLLER | $271,575 | $0 | $84,149 | $0 | $1,242 | $0 | $106,117 | $0 | $18,820 | $0 | $481,903 | $0 | $0 | $0 |
| J FAGENSTROM | ||||||||||||||
| VP - MARKETING | $253,014 | $0 | $78,620 | $0 | $2,874 | $0 | $85,423 | $0 | $27,762 | $0 | $447,693 | $0 | $0 | $0 |
| K FUKUMOTO | ||||||||||||||
| VP - INTERNAL AUDIT | $248,458 | $0 | $78,922 | $0 | $4,558 | $0 | $54,595 | $0 | $29,475 | $0 | $416,008 | $0 | $0 | $0 |
| R RUTLEDGE | ||||||||||||||
| VP - HUMAN RESOURCES | $242,959 | $0 | $75,511 | $0 | $4,361 | $0 | $90,906 | $0 | $17,218 | $0 | $430,955 | $0 | $0 | $0 |
| L BRUBAKER | ||||||||||||||
| VP - REMOTE SERVICES | $200,469 | $0 | $88,025 | $0 | $4,113 | $0 | $69,738 | $0 | $5,216 | $0 | $367,561 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE 457(B) IS AN UNFUNDED ELIGIBLE DEFERRED COMPENSATION PLAN FOR THE CREDIT UNION TO PROVIDE RETIREMENT BENEFITS AND INCIDENTAL BENEFITS TO HIGHLY COMPENSATED EMPLOYEES. PARTICIPANTS ARE THOSE EMPLOYEES RECEIVING COMPENSATION OVER $120,000. THE 457(F) SERP PLAN PROVIDES HIGHLY COMPENSATED EMPLOYEES WITH SUPPLEMENTAL RETIREMENT INCOME. THE PLAN HAS NO CONTRIBUTION LIMITS OR RESTRICTIONS, DOES NOT RECEIVE CONTRIBUTIONS FROM THE EXECUTIVE AND PROVIDES A LUMP SUM TO THE EXECUTIVE. THE PLAN ASSETS ARE THE ASSETS OF THE CREDIT UNION AND ARE SUBJECT TO CLAIMS OF CREDITORS. PARTICIPANTS ARE GARY RODRIGUES, KEVIN COLLINS, BRIAN ROSS, RUSS MCALPINE, MARGARETE MUCKER, ANN SEBASTIAN, JOE FAGENSTROM AND REGINA RUTLEDGE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (10 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| B ROSS | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $614,000 | $394,454 | 0 | 0 | Yes (1) |
| J FAGENSTROM | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $395,000 | $346,329 | 0 | 0 | Yes (1) |
| R MCALPINE | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $603,100 | $558,559 | 0 | 0 | Yes (1) |
| A SEBASTIAN | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $617,150 | $531,223 | 0 | 0 | Yes (1) |
| L BRUBAKER | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $776,000 | $711,292 | 0 | 0 | Yes (1) |
| L BRUBAKER | |||||||
| HCE | AUTO LOAN | Yes (X) | $56,650 | $10,800 | 0 | 0 | Yes (1) |
| B ROSS | |||||||
| KEY EMP | 2ND MORTGAGE | Yes (X) | $350,000 | $350,000 | 0 | 0 | Yes (1) |
| K COLLINS | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $297,650 | $297,650 | 0 | 0 | Yes (1) |
| MMUCKER | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $625,000 | $613,332 | 0 | 0 | Yes (1) |
| R RUTLEDGE | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $1,080,000 | $1,055,092 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $4,868,731 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | STAR ONE CREDIT UNION IS A COOPERATIVE FINANCIAL INSTITUTION THAT IS OWNED AND CONTROLLED BY ITS MEMBERS, AND OPERATED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS TO ITS MEMBERS. STAR ONE CREDIT UNION DOES NOT HAVE STOCKHOLDERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BOARD OF STAR ONE CREDIT UNION IS COMPRISED OF VOLUNTEER MEMBERS WHO ARE DIRECTLY ELECTED BY ITS MEMBERS. EACH MEMBER OF THE GOVERNING BOARD SERVES FOR A PERIOD AS PRESCRIBED BY OUR BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AT THE END OF EACH TERM OF THE BOARD MEMBERS, ELECTIONS ARE HELD AND BOARD MEMBERS ARE VOTED BY THE MEMBERS OF THE CREDIT UNION PURSUANT TO ITS BY-LAWS. MEMBER VOTES ARE ALSO REQUIRED TO RATIFY DECISIONS DEALING WITH REORGANIZATIONS AS IN THE CASE OF MERGER OR DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CONTROLLER, EXECUTIVE VPS, CEO, AND BOARD OF DIRECTORS RECEIVE A COMPLETED DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO FILING EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, ALL EMPLOYEES ARE REQUIRED TO READ, SIGN, AND SUBMIT THE CODE OF CONDUCT PLEDGE TO HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION B, LINE 15 | STAR ONE CREDIT UNION USES CONSULTING FIRMS AND INDUSTRY SPECIFIC SURVEYS TO DELIBERATE COMPANY EMPLOYEES' COMPENSATION. THE GOVERNING BOARD APPROVES THE CEO'S COMPENSATION PACKAGE AFTER IT HAS BEEN THOROUGHLY REVIEWED AND RECOMMENDED BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | BACKGROUND: FORM 990 IS AN ANNUAL RETURN FILED WITH THE IRS BY TAX-EXEMPT ORGANIZATIONS TO REPORT INFORMATION ABOUT THEIR OPERATIONS. IT IS A PUBLIC DOCUMENT USED PRIMARILY BY THE IRS FOR TAX ADMINISTRATION NEEDS AS WELL AS STATE TAX AUTHORITIES, THE PRESS AND RESEARCHERS. ALL STATE-LICENSED/CHARTERED CREDIT UNIONS ARE REQUIRED TO FILE FORM 990. WITH FILING EXTENSIONS, CREDIT UNIONS HAVE UNTIL NOVEMBER 15TH TO FILE FORM 990 FOR THE PRIOR TAX YEAR. DISCLOSURE REQUIREMENTS: THE THREE MOST RECENT RETURNS FILED MUST BE MADE AVAILABLE TO THE PUBLIC. THE DOCUMENTS MADE AVAILABLE FOR INSPECTION MUST BE AN EXACT COPY OF THE RETURN FILED WITH THE IRS, INCLUDING ATTACHMENTS AND SCHEDULES. THE DISCLOSURE MUST BE PROVIDED TO ALL INDIVIDUALS, MEMBERS AND NON-MEMBERS, WHO REQUEST INSPECTION OR COPIES OF THE FORM. REQUESTS MADE IN PERSON: FORM 990 WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION AT THE BORDEAUX ADMINISTRATION OFFICE DURING REGULAR BUSINESS HOURS. THE BRANCHES ARE EXEMPT FROM THE IN-PERSON DISCLOSURE REQUIREMENT, AS THEY ARE NOT CONSIDERED REGIONAL OR DISTRICT OFFICES. DURING THE FORM 990 INSPECTION, A CREDIT UNION EMPLOYEE MAY BE PRESENT IN THE ROOM. THE INDIVIDUAL REQUESTING THE INSPECTION MAY TAKE NOTES DURING THE INSPECTION. FEES MAY BE CHARGED FOR COPIES OF THE FORM 990 (FEES MAY BE AT THE RATE OF $.20 PER PAGE, THE FIRST 50 PAGES FOR FREE AND/OR POSTAGE FEES). IN-PERSON REQUESTS SHOULD BE FULFILLED ON THE SAME BUSINESS DAY. THE IRS ALLOWS EXCEPTIONS IN CASES OF UNUSUAL CIRCUMSTANCES. IF AN UNUSUAL CIRCUMSTANCE EXISTS, THE CREDIT UNION IS PERMITTED TO PROVIDE COPIES NO LATER THAN THE NEXT BUSINESS DAY FOLLOWING THE DAY THAT THE UNUSUAL CIRCUMSTANCE CEASES TO EXIST OR THE FIFTH BUSINESS DAY AFTER THE DATE OF THE REQUEST, WHICHEVER OCCURS FIRST. EXAMPLES OF UNUSUAL CIRCUMSTANCES INCLUDE REQUESTS RECEIVED SHORTLY BEFORE THE END OF REGULAR BUSINESS HOURS THAT REQUIRE AN EXTENSIVE AMOUNT OF COPYING OR REQUESTS ON A DAY WHEN THE ORGANIZATION'S MANAGERIAL STAFF CAPABLE OF FULFILLING THE REQUEST IS CONDUCTING SPECIAL DUTIES, RATHER THAN ITS REGULAR ADMINISTRATIVE DUTIES. REQUESTS MADE IN WRITING: IF A CREDIT UNION RECEIVES A WRITTEN REQUEST (MAIL, E-MAIL, FAX, ETC.) FOR A COPY OF FORM 990, THE COPY MUST BE MAILED WITHIN 30 DAYS FROM THE DATE THE REQUEST WAS RECEIVED (APPLICABLE FEES MAY APPLY). SUMMARY: THE CREDIT UNION WILL RESPOND TO INDIVIDUAL REQUESTS FOR COPIES AND WILL NOT MAKE THE FORM 990 'WIDELY AVAILABLE' BY POSTING IT TO A PUBLIC WEBSITE OR DATABASE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN OCI -8,269,971. ROUNDING -1. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |