COLUMBIA COMMUNITY CREDIT UNION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COLUMBIA COMMUNITY CREDIT UNION (EIN 91-0617775)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201931359349310598
- Schema version
- 2018v3.1
- 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 | 2019-05-15T15:35:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910617775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA COMMUNITY CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLU | BusinessNameControlTxt |
| Phone | 3608914000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHON KENNY | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 3608914000 | PhoneNum |
| Signature | 2019-05-14 | 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 | 5032421447 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 15:34:46 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D054F4EF093A01A5BE70ECC55B3094991D2B5D96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHON KENNY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,741,466 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.COLUMBIACU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | A STRONG MEMBER FINANCIAL COOPERATIVE PROVIDING VALUE THROUGH: MEETING MEMBERS' NEEDS WITH QUALITY SERVICES AND PRODUCTS; CARING FOR MEMBERS AT EVERY CONTACT; AND ENHANCING THE COMMUNITIES WE SERVE THROUGH VOLUNTEERISM AND LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 370 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,389,083 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,273,376 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $67,668,623 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,850,028 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,878,930 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $58,123,404 | PYTotalRevenueAmt |
| CY Total Revenue | $70,547,553 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $312,024 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $324,856 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,830,201 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,890,058 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,574,310 | PYOtherExpensesAmt |
| CY Other Expenses | $31,112,965 | CYOtherExpensesAmt |
| PY Total Expenses | $47,716,535 | PYTotalExpensesAmt |
| CY Total Expenses | $54,327,879 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,406,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,219,674 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,312,192,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,512,853,805 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,159,871,378 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,344,824,427 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $152,321,462 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $168,029,378 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BRINGING PEOPLE TOGETHER TO MAKE LIFE BETTER FOR THEMSELVES AND THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | COLUMBIA COMMUNITY CREDIT UNION IS A WASHINGTON STATE-CHARTERED CREDIT UNION WITH A FIELD OF MEMBERSHIP IN WASHINGTON AND OREGON AND IS REGULATED BY THE WASHINGTON STATE DEPARTMENT OF FINANCIAL INSTITUTIONS, DIVISION OF CREDIT UNIONS WITH RECIPROCAL OVERSIGHT BY THE OREGON DEPARTMENT OF CONSUMER & BUSINESS SERVICES, DIVISION OF FINANCIAL REGULATION. MEMBERS' DEPOSITS ARE INSURED BY THE NATIONAL CREDIT UNION SHARE INSURANCE FUND. THE MAIN PURPOSE OF THE CREDIT UNION IS PROMOTING THRIFT AMOUNG ITS MEMBERS AND CREATING A SOURCE OF CREDIT FOR THEM AT FAIR AND REASONABLE RATES OF INTEREST. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16790 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 370 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNY HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3606193300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SE PARK PLAZA DRIVE | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98684 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALFRED SCHAUER | ||||||||
| BOARD CHAIRMAN | 2.30 | Yes (X) | Yes (X) | $7,333 | $0 | $0 | ||
| ALISHIA TOPPER | ||||||||
| VICE CHAIR | 2.30 | Yes (X) | Yes (X) | $6,667 | $0 | $0 | ||
| KELLY LOVE | ||||||||
| SECRETARY | 2.30 | Yes (X) | Yes (X) | $6,000 | $0 | $0 | ||
| MARCI WHITE-STUMPF | ||||||||
| TREASURER | 2.30 | Yes (X) | Yes (X) | $6,000 | $0 | $0 | ||
| LARRY PAULSON | ||||||||
| DIRECTOR | 2.30 | Yes (X) | $6,000 | $0 | $0 | |||
| ROY JOHNSON | ||||||||
| DIRECTOR | 2.30 | Yes (X) | $6,000 | $0 | $0 | |||
| CAROL VAN NATTA | ||||||||
| DIRECTOR | 2.30 | Yes (X) | $6,000 | $0 | $0 | |||
| ERIC SAWYER | ||||||||
| DIRECTOR | 2.30 | Yes (X) | $6,000 | $0 | $0 | |||
| DICK THOMPSON | ||||||||
| COMMITTEE MEMBER & CHAIR | 2.30 | Yes (X) | $6,000 | $0 | $0 | |||
| TONY JACKSON | ||||||||
| COMMITTEE MEMBER & VICE CHAIR | 2.30 | Yes (X) | $6,000 | $0 | $0 | |||
| STEPHON D KENNY | ||||||||
| PRESIDENT/CEO | 47.50 | Yes (X) | $571,392 | $0 | $30,463 | |||
| ALLAN R SIEGEL | ||||||||
| SVP CFO | 40.00 | Yes (X) | $267,563 | $0 | $18,766 | |||
| LINDSEY R SALVESTRIN | ||||||||
| SVP CHIEF OPERATIONS MGR | 40.00 | $261,204 | $0 | $37,147 | Yes (X) | |||
| COLLEEN BOCCIA | ||||||||
| SVP CHIEF MARKETING OFFICER | 40.00 | $235,982 | $0 | $26,252 | Yes (X) | |||
| CAROL L MCCAULLEY | ||||||||
| SVP CHIEF HR OFFICER LEGAL COUNSEL | 40.00 | $265,279 | $0 | $31,966 | Yes (X) | |||
| MICHAEL D FLOREA | ||||||||
| SVP CHIEF DATA OFFICER | 40.00 | $217,942 | $0 | $33,617 | Yes (X) | |||
| MARC T TIMM | ||||||||
| SVP CHIEF LENDING OFFICER | 40.00 | $260,435 | $0 | $29,152 | Yes (X) | |||
| JEFFREY W DAY | ||||||||
| HOME LOAN OFFICER | 40.00 | $182,208 | $0 | $16,258 | Yes (X) | |||
| HOLLY MECALIS | ||||||||
| INDIRECT LOAN SALES REP | 40.00 | $228,087 | $0 | $20,746 | Yes (X) | |||
| JOSEPH I STORM | ||||||||
| VP DIRECTOR COMMERICAL & BUSINESS | 40.00 | $190,228 | $0 | $21,546 | Yes (X) | |||
| WENDY SMITH | ||||||||
| SVP CHIEF RISK OFFICER | 40.00 | $182,232 | $0 | $6,908 | Yes (X) | |||
| JOHN P TROST | ||||||||
| VP CORE SERVICES | 40.00 | $178,830 | $0 | $16,304 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,103,382 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $289,125 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | 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 |
|---|---|---|---|---|---|
| TEAM CONSTRUCTION | |||||
| 4201 NE 66TH AVENUE SUITE 105 | VANCOUVER | WA | 98661 | CONSTRUCTION COMPANY | $2,221,507 |
| NCR CORPORATION | |||||
| 3095 SATALLITE BLVD BLDG 800 3RD | DULUTH | GA | 30096 | ATM MACHINES | $1,970,792 |
| FIS | |||||
| 11601 N ROOSEVELT BLVD | ST PETERSBURG | FL | 33716 | CREDIT CARD SERVICING | $538,514 |
| VISA | |||||
| 780 3RD AVENUE 12 | NEW YORK | NY | 10017 | SERVICE FEES | $489,054 |
| KAYE-SMITH | |||||
| PO BOX 956 | RENTON | WA | 98057 | STATEMENT PROCESSING | $405,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INT & FEES ON LOANS | 522100 | $49,843,789 | $49,843,789 | |
| ATM INCOME | 522100 | $6,641,916 | $6,564,897 | $77,019 |
| FEES & SERVICE CHARGES | 522100 | $4,971,846 | $4,971,846 | |
| MISC OPERATING INCOME | 522100 | $2,839,479 | $2,746,012 | $93,467 |
| GAIN ON SALE OF LOANS | 522100 | $2,152,996 | $2,152,996 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,218,597 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,218,597 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $67,668,623 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,041,339 | TotalRevenueColumnAmt |
| Exclusion | $3,041,339 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $31,504 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $193,913 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$162,409 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$162,409 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$13,496 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$148,913 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,547,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,266,044 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,389,083 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,892,426 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,856 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,367,160 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,818,181 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,371 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,138,085 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561,261 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,519 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,000 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,079 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,961 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,815 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,251,331 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,343 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,071 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,614 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,664,452 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,369,556 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,603 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROVISION FOR LOAN LOSS | $5,561,569 |
| LOAN SERVICING | $2,238,084 |
| STATEMENT PROCESSING | $197,208 |
| DUES AND SUBSCRIPTIONS | $123,435 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,837,325 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,327,879 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,645,206 | BOYAmt |
| EOY | $114,711,590 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,139 | BOYAmt |
| EOY | $267,797 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,954,666 | BOYAmt |
| EOY | $1,260,741,220 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,531 | BOYAmt |
| EOY | $1,794,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,107,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,934,121 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,487,215 | BOYAmt |
| EOY | $25,173,175 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,473,036 | BOYAmt |
| EOY | $83,845,071 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,727,300 | BOYAmt |
| EOY | $2,969,225 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,641,747 | BOYAmt |
| EOY | $23,351,233 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,192,840 | BOYAmt |
| EOY | $1,512,853,805 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,696,589 | BOYAmt |
| EOY | $38,114,886 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,801 | BOYAmt |
| EOY | $546,252 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,620,988 | BOYAmt |
| EOY | $1,306,163,289 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,871,378 | BOYAmt |
| EOY | $1,344,824,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $152,321,462 | BOYAmt |
| EOY | $168,029,378 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,321,462 | BOYAmt |
| EOY | $168,029,378 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,192,840 | BOYAmt |
| EOY | $1,512,853,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,219,674 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$511,758 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $12,609 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $12,609 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $12,609 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CREDIT UNION ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18000 INTERNATIONAL BLVD SUITE 350 | AddressLine1Txt |
| City | SEATAC | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910460483 | EIN |
| Paid Internal Funds | $12,609 | PaidInternalFundsAmt |
| Contributions Rcvd Dlvr | $0 | ContributionsRcvdDlvrAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | INDIRECT POLITICAL CAMPAIGN ACTIVITY THROUGH CONTRIBUTIONS TO OTHER ORGANIZATIONS; NORTHWEST CREDIT UNION ASSOCIATION | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,413,826 | OtherCostOrOtherBasisAmt |
| Book Value | $5,413,826 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,779,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,096,760 | DepreciationAmt |
| Book Value | $15,682,501 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,868,388 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,187,272 | DepreciationAmt |
| Book Value | $681,116 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,955,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,650,089 | DepreciationAmt |
| Book Value | $3,305,139 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,593 | OtherCostOrOtherBasisAmt |
| Book Value | $90,593 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,173,175 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERS' SHARE AND SAVINGS ACCOUNTS | Desc |
| Amt | $1,306,163,289 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,306,163,289 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW ACCOUNTS ARE FOR MEMBER REAL ESTATE LOANS TO PAY REAL ESTATE TAXES. |
| PART X, LINE 2: | FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FINANCIAL STATEMENT FOOTNOTE - THE TAXING AUTHORITIES HAVE THE ABILITY TO ASSESS TAXES, PENALTIES AND INTEREST FOR ANY YEARS FOR WHICH NO TAX RETURN WAS FILED. IN THE OPINION OF MANAGEMENT, ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING INCOME TAXES ON THE NET TAXABLE INCOME FROM ACTIVITIES POTENTIALLY DEEMED TO BE UNRELATED TO THE CREDIT UNION'S EXEMPT PURPOSE IS NOT EXPECTED TO HAVE A MATERIAL EFFECT ON THE CREDIT UNION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. THE CREDIT UNION EVALUATED ITS TAX POSITIONS AND DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2018 AND 2017. THE CREDIT UNION'S 2015 THROUGH 2017 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| YWCA OF CLARK COUNTY | |||||||
| 3609 MAIN ST | VANCOUVER | WA | 98663 | 910569882 | 501(C)(3) | $7,500 | SUPPORT FOR PROGRAMS THROUGH EVENT SPONSORSHIP |
| COLUMBIA RIVER ECONOMIC DEVELOPMENT COUNCIL | |||||||
| 805 BROADWAY SUITE 412 | VANCOUVER | WA | 98660 | 911186305 | 501(C)(4) | $14,400 | ANNUAL PLEDGE TO BRING BUSINESS IMPROVEMENTS TO COMMUNITY |
| FOUNDATION FOR VANCOUVER PUBLIC SCHOOLS | |||||||
| 2901 FALK ROAD | VANCOUVER | WA | 98661 | 916001540 | 501(C)(3) | $20,000 | SUPPORT FOR EDUCATION PROGRAMS THROUGH EVENT SPONSORSHIP |
| FORT VANCOUVER REGIONAL LIBRARY FOUNDATION | |||||||
| PO BOX 2384 | VANCOUVER | WA | 98668 | 911456753 | 501(C)(3) | $12,500 | SUPPORT FOR PROGRAMS THROUGH EVENT SPONSORSHIP |
| COLUMBIA SPRINGS ENVIRONMENTAL CENTER | |||||||
| 12208 SE EVERGREEN HIGHWAY | VANCOUVER | WA | 98683 | 912127405 | 501(C)(3) | $10,000 | SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMS |
| SHARE | |||||||
| 2306 NE ANDRESEN ROAD | VANCOUVER | WA | 98661 | 911205119 | 501(C)(3) | $8,500 | SUPPORT FOR PROGRAMS SERVING HOMELESS AND HUNGRY IN OUR COMMUNITY THROUGH EVENT SPONSORSHIP |
| BOYS AND GIRLS CLUB OF SW WASHINGTON | |||||||
| 1111 MAIN STREET SUITE 605 | VANCOUVER | WA | 98660 | 911978646 | 501(C)(3) | $25,000 | SUPPORT FOR UNDERSERVED YOUTH |
| FORT VANCOUVER NATIONAL TRUST | |||||||
| 750 ANDERSON STREET | VANCOUVER | WA | 98661 | 911937645 | 501(C)(3) | $30,000 | PRESERVATION FOR NATIONAL SITE AND SUPPORT FOR EDUCATION PROGRAMS THROUGH SPONSORSHIP |
| SALMON CREEK LEGACY HOSPITAL FOUNDATION | |||||||
| PO BOX 5245 | VANCOUVER | WA | 98668 | 830433165 | 501(C)(3) | $10,000 | SUPPORT FOR CANCER RESOURCES THROUGH EVENT SPONSORSHIP |
| BUILDING INDUSTRY ASSOCIATION OF CLARK COUNTY | |||||||
| 103 E 29TH STREET | VANCOUVER | WA | 98663 | 910906923 | 501(C)(6) | $5,000 | SUPPORT FOR LOCAL ECONOMY GROWTH AND EDUCATION PROGRAMS THROUGH EVENT SPONSORSHIPS |
| GREATER VANCOUVER CHAMBER OF COMMERCE | |||||||
| 1101 BROADWAY STREET SUITE 100 | VANCOUVER | WA | 98660 | 910452260 | 501(C)(6) | $7,500 | PROMOTE AND SUPPORT SMALL BUSINESS RESOURCES THROUGH EVENT SPONSORSHIP |
| CHILDREN'S CENTER | |||||||
| 13500 SE 7TH STREET | VANCOUVER | WA | 98683 | 911459420 | 501(C)(3) | $7,000 | SUPPPORT FOR MENTAL HEALTH SERVICES FOR CHILDREN THROUGH EVENT SPONSORSHIP |
| INNOVATIVE SERVICES NW | |||||||
| 9414 NE FOURTH PLAIN BOULEVARD | VANCOUVER | WA | 98662 | 910782136 | 501(C)(3) | $10,000 | SUPPORT FOR CHILDREN AND ADULTS WITH DISABILITIES WITH GRANT |
| MEALS ON WHEELS PEOPLE | |||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | 930584318 | 501(C)(3) | $15,000 | SUPPORT FOR PROGRAMS THROUGH EVENT SPONSORSHIP |
| PEACE HEALTH SW WASHINGTON FOUNDATION | |||||||
| PO BOX 1600 | VANCOUVER | WA | 98668 | 911231436 | 501(C)(3) | $10,800 | SUPPORT FOR NICU FAMILY SERVICES THROUGH SPONSORSHIP |
| CLARK COLLEGE FOUNDATION | |||||||
| 1933 FORT VANCOUVER WAY | VANCOUVER | WA | 98663 | 237315006 | 501(C)(3) | $22,500 | SUPPORT FOR HIGHER EDUCATION PROGRAMS THROUGH PLEDGE |
| HOME WITH HEROES | |||||||
| PO BOX 821030 | VANCOUVER | WA | 98686 | 462359112 | 501(C)(3) | $7,533 | SUPPORT FOR VETERANS THROUGH EVENT SPONSORSHIP |
| RETURNING VETERANS PROJECT | |||||||
| 833 SE MAIN ST 122 | PORTLAND | OR | 97214 | 204034255 | 501(C)(3) | $7,533 | SUPPORT FOR VETERANS THROUGH EVENT SPONSORSHIP |
| COMMUNITY MILITARY APPRECIATION COMMITTEE | |||||||
| 8002 NE HWY 99 PMB 6 | VANCOUVER | WA | 98665 | 452212671 | 501(C)(3) | $7,533 | SUPPORT FOR VETERANS THROUGH EVENT SPONSORSHIP |
| RIDGEFIELD PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 1402 | RIDGEFIELD | WA | 98642 | 264779477 | 501(C)(3) | $10,150 | SUPPORT FOR TEACHER GRANT PROGRAM WITH GRANT |
| EVERGREEN SCHOOL DISTRICT FOUNDATION | |||||||
| 13501 NE 28TH AVE | VANCOUVER | WA | 98682 | 911714854 | 501(C)(3) | $14,750 | SUPPORT FOR PROGRAMS THROUGH EVENT SPONSORSHIP |
| CLARK SKAMANIA FLYFISHERS | |||||||
| PO BOX 644 | VANCOUVER | WA | 98666 | 311602426 | 501(C)(3) | $6,000 | SUPPORT FOR PROGRAMS THROUGH EVENT SPONSORSHIP AND GRANTS |
| BATTLE GROUND EDUCATION FOUNDATION | |||||||
| PO BOX 2574 | BATTLE GROUND | WA | 98604 | 911725470 | 501(C)(3) | $6,000 | SUPPORT FOR PROGRAMS THROUGH EVENT SPONSORSHIP AND GRANTS |
| FIRST GROWTH CHILDREN AND FAMILIES CHARITIES | |||||||
| 919 NE 19TH AVE SUITE 160N | PORTLAND | OR | 97232 | 201260228 | 501(C)(3) | $10,000 | SUPPORT FOR PROGRAMS THROUGH EVENT SPONSORSHIP |
| LEADERSHIP CLARK COUNTY | |||||||
| 400 E EVERGREEN BLVD SUITE 113 | VANCOUVER | WA | 98660 | 911555372 | 501(C)(3) | $7,500 | SUPPORT FOR PROGRAMS THROUGH EVENT SPONSORSHIP |
| IDENTITY CLARK COUNTY | |||||||
| 900 WASHINGTON ST | VANCOUVER | WA | 98666 | 911623724 | 501(C)(3) | $12,500 | SUPPORT FOR SPECIAL PROJECTS FOR STUDENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WHEN MONEY IS DONATED, ONGOING COMMUNICATION IS ESTABLISHED BETWEEN THE NON-PROFIT RECEIVING DONATIONS AND THE OUTREACH TEAM TO ENSURE IT IS DISTRIBUTED AS INTENDED. IN TURN, THE NON-PROFIT IS REQUESTED TO PROVIDE THE OUTREACH TEAM A RECAP OF HOW THE MONIES WERE USED AND HOW IT BENEFITED THE INTENDED PARTY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHON D KENNY | ||||||||||||||
| PRESIDENT/CEO | $460,000 | $0 | $98,780 | $0 | $12,612 | $0 | $16,500 | $0 | $13,963 | $0 | $601,855 | $0 | $0 | $0 |
| ALLAN R SIEGEL | ||||||||||||||
| SVP CFO | $228,800 | $0 | $32,833 | $0 | $5,930 | $0 | $5,720 | $0 | $13,046 | $0 | $286,329 | $0 | $0 | $0 |
| LINDSEY R SALVESTRIN | ||||||||||||||
| SVP CHIEF OPERATIONS MGR | $219,000 | $0 | $36,445 | $0 | $5,759 | $0 | $15,327 | $0 | $21,820 | $0 | $298,351 | $0 | $0 | $0 |
| COLLEEN BOCCIA | ||||||||||||||
| SVP CHIEF MARKETING OFFICER | $193,000 | $0 | $35,078 | $0 | $7,904 | $0 | $13,685 | $0 | $12,567 | $0 | $262,234 | $0 | $0 | $0 |
| CAROL L MCCAULLEY | ||||||||||||||
| SVP CHIEF HR OFFICER LEGAL COUNSEL | $218,000 | $0 | $37,876 | $0 | $9,403 | $0 | $15,353 | $0 | $16,613 | $0 | $297,245 | $0 | $0 | $0 |
| MICHAEL D FLOREA | ||||||||||||||
| SVP CHIEF DATA OFFICER | $180,000 | $0 | $31,214 | $0 | $6,728 | $0 | $12,673 | $0 | $20,944 | $0 | $251,559 | $0 | $0 | $0 |
| MARC T TIMM | ||||||||||||||
| SVP CHIEF LENDING OFFICER | $226,622 | $0 | $26,431 | $0 | $7,382 | $0 | $15,189 | $0 | $13,963 | $0 | $289,587 | $0 | $0 | $0 |
| JEFFREY W DAY | ||||||||||||||
| HOME LOAN OFFICER | $39,099 | $0 | $142,899 | $0 | $210 | $0 | $9,249 | $0 | $7,009 | $0 | $198,466 | $0 | $0 | $0 |
| HOLLY MECALIS | ||||||||||||||
| INDIRECT LOAN SALES REP | $74,807 | $0 | $154,488 | $0 | -$1,208 | $0 | $13,764 | $0 | $6,982 | $0 | $248,833 | $0 | $0 | $0 |
| JOSEPH I STORM | ||||||||||||||
| VP DIRECTOR COMMERICAL & BUSINESS | $176,459 | $0 | $24,690 | $0 | -$10,921 | $0 | $12,069 | $0 | $9,477 | $0 | $211,774 | $0 | $0 | $0 |
| WENDY SMITH | ||||||||||||||
| SVP CHIEF RISK OFFICER | $150,000 | $0 | $25,612 | $0 | $6,620 | $0 | $3,988 | $0 | $2,920 | $0 | $189,140 | $0 | $0 | $0 |
| JOHN P TROST | ||||||||||||||
| VP CORE SERVICES | $156,933 | $0 | $20,998 | $0 | $899 | $0 | $9,322 | $0 | $6,982 | $0 | $195,134 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CEO'S EMPLOYMENT AGREEMENT ALLOWS FOR THE COST OF SPOUSE TRAVEL FOR 3 CONFERENCES A YEAR. BOARD POLICY ALLOWS FOR SPOUSE/DOMESTIC PARTNER ALLOWANCE OF $599 ANNUALLY WHILE ACCOMPANYING AN OFFICIAL ON CREDIT UNION-RELATED TRAINING. THESE ITEMS ARE NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | ALL EXECUTIVE MEMBERS PARTICIPATE IN A 457F PLAN THAT CONTRIBUTIONS WERE MADE TO IN 2018. NO PAYOUTS HAPPENED IN 2018. SERP RATE AND TERM FOR SVP'S: TENURE RATE OF YEARLY COMP TERM 6MO. TO 5 YRS 12% 5YR 6-10 YRS 14% 3YR 11-15 YRS 16% 3YR 16-20 YRS 18% 3YR 20YRS + 20% 3YR |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS VOTE TO ELECT THE GOVERNING BODY (BOARD OF DIRECTORS). |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERSHIP WHO WAS IN ATTENDANCE AT THE ANNUAL MEETING APPROVED GOVERNING BODY'S ELECTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 DATA IS COMPILED BY THE SR ACCOUNTANT AND SENT TO THE CPA FIRM TO COMPLETE THE 990. THE DRAFT OF THE 990 IS PROVIDED TO THE CONTROLLER, CFO AND CEO FOR INTERNAL REVIEW. ONCE THAT IS COMPLETED THE 990 AND 990T IS UPLOADED TO THE BOARD WEBSITE AND ALL THE MEMBERS OF THE BOARD ARE NOTIFIED THAT IS NOW AVAILABLE FOR REVIEW. THIS IS ALL COMPLETED PRIOR TO THE SUBMISSION OF THE RETURNS TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL STAFF ARE PRESENTED WITH THE WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO SUBMIT A SIGNED CONFIRMATION TO HUMAN RESOURCES THAT THEY HAVE READ THE POLICY. EMPLOYEES ALSO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH REQUIRES THE DISCLOSURE OF ANY POTENTIAL CONFLICTS. MEMBERS OF THE BOARD OF DIRECTORS ARE ALSO REQUIRED TO SIGN CONFIRMING THEY HAVE REVIEWED THE POLICY. POTENTIAL CONFLICTS ARE REPORTED TO AND REVIEWED BY THE ENTERPRISE RISK MANAGEMENT DEPARTMENT, WHICH THEN DETERMINES THE APPROPRIATE PARTY TO DELIBERATE AND RESOLVE THE CONFLICT (E.G. BOARD, SUPERVISORY BOARD, CEO). |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES DEPARTMENT COMPILED INFORMATION FROM PROFESSIONAL INDEPENDENT SALARY SURVEYS (PAYSCALE AND OTHER INDUSTRY SURVEYS AS AVAILABLE). THIS INFORMATION WAS USED TO EVALUATE AND ESTABLISH COMPENSATION RATES WITHIN COMMUNITY, INDUSTRY, AND ASSET SIZE NORMS. BASED ON THESE STUDIES, THE CEO REVIEWS AND SETS THE COMPENSATION RATES OF SENIOR MANAGEMENT. THE BOARD OF DIRECTORS INDEPENDENTLY REVIEWED MARKET NORMS AND DETERMINED THE CEO'S COMPENSATION AND BENEFIT PACKAGE. A REVIEW BY HUMAN RESOURCES, USING THE CUSTOMARY SALARY SURVEY STUDIES, CONFIRMED THAT THE CEO'S COMPENSATION RATE WAS WELL WITHIN THE COMPENSATION NORMS FOR SIMILAR POSITIONS WITHIN THE INDUSTRY, COMMUNITY, AND ASSET SIZE. THE LAST REVIEW OF COMPENSATION FOR THE CEO AND SENIOR MANAGEMENT WAS COMPLETED NOVEMBER 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | WEBSITE |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA COMMUNITY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910617775 | EIN |
| Primary Activities | INACTIVE - USED TO BE WEALTH MANAGEMENT FUNCTION; COMBINED INTO CU IN 2004 | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $5,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA COMMUNITY CREDIT UNION | BusinessNameLine1Txt |