MERITRUST CREDIT UNION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MERITRUST CREDIT UNION (EIN 48-0570799)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349313809
- 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 | 2019-11-15T14:59:22-06:00 | 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 | 601 W RIVERSIDE AVENUE STE 1800 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480570799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITRUST CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 3166831199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 EAST 32ND STREET NORTH | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY DOERKSEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3166831199 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMINA O CRESSWELL CPA | PreparerPersonNm |
| PTIN | P01217304 | PTIN |
| Phone | 5097472600 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 12:50:06 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8FC3026EDFBBE3D85340D5CD37AF6ADD6894A1B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RANDY DOERKSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 EAST 32ND STREET NORTH | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,122,078 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MERITRUSTCU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | MERITRUST CREDIT UNION PROVIDES FINANCIAL SERVICES WHILE MAINTAINING THE HIGHEST ETHICAL STANDARDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 413 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $973,551 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,976,855 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,508,680 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,672,035 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,249,836 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,343,476 | PYOtherRevenueAmt |
| CY Other Revenue | $2,471,423 | CYOtherRevenueAmt |
| PY Total Revenue | $76,992,366 | PYTotalRevenueAmt |
| CY Total Revenue | $75,229,939 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,883 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,529,862 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,679,924 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,867,830 | PYOtherExpensesAmt |
| CY Other Expenses | $44,324,980 | CYOtherExpensesAmt |
| PY Total Expenses | $74,397,692 | PYTotalExpensesAmt |
| CY Total Expenses | $71,016,787 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,594,674 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,213,152 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,264,116,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,215,121,922 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,146,032,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,092,859,278 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $118,083,806 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $122,262,644 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MERITRUST CREDIT UNION IS A MEMBER-OWNED NOT-FOR-PROFIT FINANCIAL COOPERATIVE WHICH EXISTS TO PROVIDE FINANCIAL SERVICES WHILE MAINTAINING THE HIGHEST ETHICAL STANDARDS, SAFE MANAGEMENT OF OUR MEMBER'S ASSETS IS OUR MAIN OBJECTIVE AND WE WILL MANAGE OUR BUSINESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | INCOME FROM THE CREDIT UNION MEMBERSHIP AND INVESTMENT OF MEMBER'S FUNDS PROVIDE THE FOUNDATION FROM WHICH THE ORGANIZATION CAN FUNCTION AND PROVIDE SERVICES TO ITS RESTRICTED MEMBERSHIP. | 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 | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23369 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 413 | 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | 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 | JAMES NASTARS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3166831199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 EAST 32ND STREET NORTH | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| RICK DODDS | ||||||||
| BOARD CHAIR | 3.00 | Yes (X) | Yes (X) | $1,473 | $0 | $0 | ||
| MARCI JOHNSON | ||||||||
| BOARD VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN MIDDLETON | ||||||||
| BOARD SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $1,275 | $0 | $0 | ||
| HECTOR CORTEZ | ||||||||
| BOARD DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE DUNN | ||||||||
| BOARD DIRECTOR | 3.00 | Yes (X) | $2,806 | $0 | $0 | |||
| JAMES NASTARS | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $447,373 | $0 | $80,264 | |||
| RANDY DOERKSEN | ||||||||
| SVP CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $260,135 | $0 | $58,906 | |||
| WADE BRUENDL | ||||||||
| SVP CHIEF STRATEGY OFFICER | 40.00 | $245,877 | $0 | $13,542 | Yes (X) | |||
| BRIAN DAVIDSON | ||||||||
| SVP CHIEF BUSINESS OFFICER | 40.00 | $393,073 | $0 | -$103,824 | Yes (X) | |||
| EVAN WILSON | ||||||||
| SVP CHIEF EXPERIENCE OFFICER | 40.00 | $343,399 | $0 | -$83,120 | Yes (X) | |||
| KAREN CALLAWAY | ||||||||
| SVP CHIEF RISK OFFICER | 40.00 | $191,944 | $0 | $42,485 | Yes (X) | |||
| JAMIE HARRISON | ||||||||
| SVP CHIEF RETAIL OFFICER | 40.00 | $329,751 | $0 | -$40,711 | Yes (X) | |||
| CLIFF SHOFF | ||||||||
| VP CHIEF TECHNOLOGY OFFICER | 40.00 | $192,467 | $0 | $42,023 | Yes (X) | |||
| JAMES HOMAN | ||||||||
| FINANCIAL ADVISOR | 40.00 | $248,067 | $0 | $12,394 | Yes (X) | |||
| JOHN BECKMAN | ||||||||
| DIRECTOR OF REAL ESTATE & BUS. LEND. | 40.00 | $184,001 | $0 | $13,624 | Yes (X) | |||
| GABE SCHLICKAU | ||||||||
| VP CHIEF DELIVERY OFFICER | 40.00 | $140,850 | $0 | $36,660 | Yes (X) | |||
| HEATHER GATES | ||||||||
| DIRECTOR OF CONSUMER LENDING | 40.00 | $131,475 | $0 | $9,890 | Yes (X) | |||
| DONNELLE STEWART | ||||||||
| CONTROLLER | 40.00 | $119,730 | $0 | $7,089 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,233,696 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,222 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| HUTTON CONSTRUCTION | |||||
| 2229 S WEST ST | WICHITA | KS | 67213 | CONSTRUCTION | $4,262,448 |
| NCR CORP | |||||
| 14181 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | ONLINE & MOBILE BANKING | $3,665,464 |
| ROUTE 66 WARRANTY | |||||
| PO BOX 1075 | MOUNTAIN HOME | AR | 72654 | EXTENDED WARRANTIES | $2,463,442 |
| ALEXANDER OPEN SYSTEMS | |||||
| PO BOX 872380 | KANSAS CITY | MO | 64187 | NETWORK STORAGE | $993,086 |
| FISERV | |||||
| PO BOX 99924 | GRAPEVINE | TX | 76099 | DNS/SOFTWARE | $912,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INCOME FROM LOANS | 522100 | $50,402,222 | $50,402,222 | |
| FEES & CHARGES | 522100 | $10,104,258 | $10,104,258 | |
| VISA INTERCHANGE & DPS INCOME | 522100 | $7,028,649 | $7,028,649 | |
| UNRELATED INVESTMENT INCOME | 523000 | $505,882 | $505,882 | |
| UNRELATED WARRANTY INCOME | 524298 | $326,941 | $326,941 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,728 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $140,728 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,508,680 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,284,177 | TotalRevenueColumnAmt |
| Exclusion | $4,284,177 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $857,798 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,237 | SecuritiesAmt |
| Other | $881,902 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,237 | SecuritiesAmt |
| Other | -$24,104 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,341 | TotalRevenueColumnAmt |
| Exclusion | -$34,341 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBER INSURANCE ADMIN INCOME | 522100 | $852,750 | $852,750 |
| GAP WAIVER INCOME | 522100 | $814,990 | $814,990 |
| MISCELLANEOUS INCOME | 522100 | $803,683 | $803,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,471,423 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,229,939 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,006,552 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $973,551 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,249,836 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,883 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,906,059 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,009,959 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,902 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,492,484 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,539,520 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,606 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,382 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,083,073 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,626,956 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,752,142 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,619,285 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,140 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,868 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,145,766 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,594,756 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,130 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROVISION FOR LOAN LOSS | $6,671,014 |
| LOAN SERVICING | $3,349,063 |
| VISA INTERCHANGE & DPS | $2,041,527 |
| MAINTENANCE EXPENSE | $830,180 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,092 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,016,787 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,629,296 | BOYAmt |
| EOY | $35,968,336 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $30,139,345 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,603 | BOYAmt |
| EOY | $2,446,293 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,044,901,406 | BOYAmt |
| EOY | $1,049,299,508 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,411,719 | BOYAmt |
| EOY | $3,467,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,771,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,104,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,840,854 | BOYAmt |
| EOY | $37,666,917 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,363,350 | BOYAmt |
| EOY | $11,640,741 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,114,000 | BOYAmt |
| EOY | $42,493,374 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,116,228 | BOYAmt |
| EOY | $1,215,121,922 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,891,697 | BOYAmt |
| EOY | $10,634,527 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $742,533 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,158,985 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,000,000 | BOYAmt |
| EOY | $73,872,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,140,725 | BOYAmt |
| EOY | $1,005,451,233 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,032,422 | BOYAmt |
| EOY | $1,092,859,278 | 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 | $118,083,806 | BOYAmt |
| EOY | $122,262,644 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,083,806 | BOYAmt |
| EOY | $122,262,644 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,116,228 | BOYAmt |
| EOY | $1,215,121,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,213,152 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,982 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$37,296 | 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 | $2,500 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $2,500 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $2,500 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION POLITICAL ACTION COMMITTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 COLLEGE BLVD SUITE 300 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480949548 | EIN |
| Paid Internal Funds | $2,500 | 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 | FUNDS CONTRIBUTED TO THE CREDIT UNION POLITICAL ACTION COMMITTEE (CUPAC) | 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 | $7,403,265 | OtherCostOrOtherBasisAmt |
| Book Value | $7,403,265 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,637,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,152,157 | DepreciationAmt |
| Book Value | $23,485,719 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $294,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $241,653 | DepreciationAmt |
| Book Value | $52,364 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,761,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,710,280 | DepreciationAmt |
| Book Value | $6,050,999 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $674,570 | OtherCostOrOtherBasisAmt |
| Book Value | $674,570 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,666,917 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-MEMBER CERTIFICATES | $70,674,944 |
| IRA SHARES | $41,333,718 |
| MONEY MARKET ACCOUNTS | $238,735,077 |
| SHARE DRAFTS | $159,133,176 |
| SHARES | $170,483,769 |
| SHARES AND IRA CERTIFICATES | $325,090,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,005,451,233 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | MERITRUST CREDIT UNION MAINTAINS FIRST MORTGAGE ESCROWS IN A LIABILITY ACCOUNT ON THE BALANCE SHEET AND MAKES NECESSARY PAYMENTS FROM THIS ACCOUNT. |
| PART X, LINE 2: | THE CREDIT UNION IS EXEMPT FROM MOST FEDERAL, STATE, AND LOCAL TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE AND STATE TAX LAWS. THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION CLARIFIES ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE INTERPRETATION PROVIDES CRITERIA FOR ASSESSMENT OF INDIVIDUAL TAX POSITIONS AND A PROCESS FOR RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. TAX POSITIONS ARE EVALUATED ON WHETHER THEY MEET THE "MORE LIKELY THAN NOT" STANDARD FOR SUSTAINABILITY UPON EXAMINATION BY TAX AUTHORITIES. THE CREDIT UNION IS A STATE-CHARTERED CREDIT UNION AS DEFINED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(14). AS SUCH, THE CREDIT UNION IS EXEMPT FROM FEDERAL TAXATION OF INCOME DERIVED FROM THE PERFORMANCE OF ACTIVITIES DIRECTLY RELATED TO ITS EXEMPT PURPOSES. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON THE UNRELATED BUSINESS INCOME (UBI) DERIVED BY STATE-CHARTERED CREDIT UNIONS. BEGINNING IN MARCH 2008, THE INTERNAL REVENUE SERVICE (IRS) RELEASED TECHNICAL ADVICE MEMORANDUMS (TAMS) TO SPECIFIC STATE-CHARTERED CREDIT UNIONS SPECIFYING THE REVENUE SOURCES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). UBI MAY ALSO BE SUBJECT TO TAX IN CERTAIN STATES. MANAGEMENT HAS ASSESSED THE CREDIT UNION'S ACTIVITIES AND ANY POTENTIAL FEDERAL OR STATE INCOME TAX LIABILITY AND DETERMINED THAT THE CREDIT UNION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ADDITIONALLY, NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES NASTARS | ||||||||||||||
| PRESIDENT/CEO | $399,744 | $0 | $47,629 | $0 | $0 | $0 | $74,361 | $0 | $5,903 | $0 | $527,637 | $0 | $0 | $0 |
| RANDY DOERKSEN | ||||||||||||||
| SVP CHIEF FINANCIAL OFFICER | $227,624 | $0 | $32,511 | $0 | $0 | $0 | $53,179 | $0 | $5,727 | $0 | $319,041 | $0 | $0 | $0 |
| WADE BRUENDL | ||||||||||||||
| SVP CHIEF STRATEGY OFFICER | $219,848 | $0 | $26,029 | $0 | $0 | $0 | $7,833 | $0 | $5,709 | $0 | $259,419 | $0 | $0 | $0 |
| BRIAN DAVIDSON | ||||||||||||||
| SVP CHIEF BUSINESS OFFICER | $211,572 | $0 | $21,550 | $0 | $159,951 | $0 | -$109,511 | $0 | $5,687 | $0 | $289,249 | $0 | $0 | $0 |
| EVAN WILSON | ||||||||||||||
| SVP CHIEF EXPERIENCE OFFICER | $184,029 | $0 | $27,090 | $0 | $132,280 | $0 | -$88,671 | $0 | $5,551 | $0 | $260,279 | $0 | $0 | $0 |
| KAREN CALLAWAY | ||||||||||||||
| SVP CHIEF RISK OFFICER | $165,828 | $0 | $26,116 | $0 | $0 | $0 | $38,249 | $0 | $4,236 | $0 | $234,429 | $0 | $0 | $0 |
| JAMIE HARRISON | ||||||||||||||
| SVP CHIEF RETAIL OFFICER | $210,832 | $0 | $32,460 | $0 | $86,459 | $0 | -$44,008 | $0 | $3,297 | $0 | $289,040 | $0 | $0 | $0 |
| CLIFF SHOFF | ||||||||||||||
| VP CHIEF TECHNOLOGY OFFICER | $166,735 | $0 | $25,732 | $0 | $0 | $0 | $36,610 | $0 | $5,413 | $0 | $234,490 | $0 | $0 | $0 |
| JAMES HOMAN | ||||||||||||||
| FINANCIAL ADVISOR | $45,603 | $0 | $202,464 | $0 | $0 | $0 | $9,022 | $0 | $3,372 | $0 | $260,461 | $0 | $0 | $0 |
| JOHN BECKMAN | ||||||||||||||
| DIRECTOR OF REAL ESTATE & BUS. LEND. | $110,755 | $0 | $73,246 | $0 | $0 | $0 | $10,006 | $0 | $3,618 | $0 | $197,625 | $0 | $0 | $0 |
| GABE SCHLICKAU | ||||||||||||||
| VP CHIEF DELIVERY OFFICER | $140,850 | $0 | $0 | $0 | $0 | $0 | $31,552 | $0 | $5,108 | $0 | $177,510 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | A 1099-MISC IS FILED FOR THE VALUE OF ANY TRAVEL FOR COMPANIONS. |
| PART I, LINE 1B | THE INFORMAL POLICY REGARDING TRAVEL FOR COMPANIONS IS LIMITED TO ONE TRIP PER YEAR AND THE BENEFIT IS TAXABLE. |
| PART I, LINE 4B: | BRIAN DAVIDSON: $38,809 ACCRUAL OF 457(F) SERP. EVAN WILSON: $33,391 ACCRUAL OF 457(F) SERP. JAMIE HARRISON: $36,032 ACCRUAL OF 457(F) SERP. JAMES NASTARS: $65,151 ACCRUAL OF 457(F) SERP. KAREN CALLAWAY: $30,619 ACCRUAL OF 457(F) SERP. RANDY DOERKSEN: $41,238 ACCRUAL OF 457(F) SERP. GABE SCHLICKAU: $23,800 ACCRUAL OF 457(F) SERP. CLIFF SHOFF: $27,384 ACCRUAL OF 457(F) SERP. BRIAN DAVIDSON: $159,951 PAYOUT OF 457(F) SERP. EVAN WILSON: $132,280 PAYOUT OF 457(F) SERP. JAMIE HARRISON: $86,459 PAYOUT OF 457(F) SERP. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MERITRUST CREDIT UNION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CREDIT UNION MEMBERSHIP MAY PARTICIPATE IN THE ELECTION OF OFFICIALS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE CREDIT UNION HAVE THE RIGHT TO APPROVE THE GOVERNING BODY'S ELECTION AND REMOVAL OF MEMBERS OF THE GOVERNING BODY, AS WELL AS OTHER MATTERS THAT ARE SUBJECT TO THE APPROVAL OF MEMBERS OF THE CREDIT UNION AS THEY OCCUR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CFO AND THE CONTROLLER, ONCE THE REVIEW AND ANY NECESSARY CORRECTIONS ARE COMPLETED, THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MERITRUST OFFICIALS REVIEW AND EXECUTE THEIR ACKNOWLEDGEMENT AND COMMITMENTS TO THE CODE OF CONDUCT POLICY, INCLUDING THE CONFLICT OF INTEREST STATEMENT OF DISCLOSURE AT THE BEGINNING OF THEIR TERM IN OFFICE. IF A CREDIT UNION OFFICIAL BELIEVES THEY MAY HAVE A CONFLICT ON INTEREST, THEY MUST PROMPTLY AND FULLY DISCLOSE THE POTENTIAL CONFLICT TO THE CHIEF EXECUTIVE OFFICER AND THE CHAIRPERSON OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CREDIT UNION HAS A COMPENSATION SYSTEM CALLED COMPEASE. COMPEASE PURCHASES AND COMPILES DATA FROM A VARIETY OF SOURCES INCLUDING BUT NOT LIMITED TO CUNA COMPLETE STAFF SALARY SURVEY REPORT, ABA COMPENSATION AND BENEFITS SURVEY REPORT, HR PERFORMANCE SOLUTIONS FINANCIAL COMP SALARY SURVEY, AND COMPDATA FINANCIAL INSTITUTIONS SALARY SURVEY. INCLUDED IN THE DATA ARE APPROXIMATELY 100 CREDIT UNIONS AND 500 TOTAL COMPANIES AND FINANCIAL INSTITUTIONS (DATA IS WEIGHTED TO THE CREDIT UNION SIDE). COMPANY SIZE AND GEOGRAPHIC AREA ARE ALSO CONSIDERATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET CHANGE IN BENEFIT PLAN -37,296. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITRUST TECHNOLOGY SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 E 32ND STREET NORTH | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821607136 | EIN |
| Primary Activities | TECHNOLOGY SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $3,166,185 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITRUST CREDIT UNION | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUSTOM FINANCIAL RESOURCES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 E 32ND STREET NORTH | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481231931 | EIN |
| Primary Activities | FINANCIAL | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITRUST CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $215,124 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $708,662 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |