SERVICE CREDIT UNION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SERVICE CREDIT UNION (EIN 02-0240752)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349308433
- Schema version
- 2017v2.3
- 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 | 2018-11-13T18:51:25-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E THOMAS RD STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020240752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICE CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SERV | BusinessNameControlTxt |
| Phone | 6034228300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 LAFAYETTE ROAD | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW MCGEORGE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6034228379 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY C GREEN | PreparerPersonNm |
| PTIN | P00447183 | PTIN |
| Phone | 6022662248 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 09:49:01 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 44710E19272F8617E2608DA913F0F8BD8426491B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1EAAFF4BCC13BBD0B29B7E526B13DD685C615F06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID VAN ROSSUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 LAFAYETTE ROAD | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $166,962,952 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SERVICECU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | CREDIT UNION OPERATED WITHOUT PROFIT FOR MUTUAL PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 943 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $4,136,976 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,279,870 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $152,043,485 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $160,033,467 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,920,845 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $8,640 | CYOtherRevenueAmt |
| PY Total Revenue | $152,043,485 | PYTotalRevenueAmt |
| CY Total Revenue | $166,962,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $17,472,642 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $19,002,670 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,674,472 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,260,425 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,689,452 | PYOtherExpensesAmt |
| CY Other Expenses | $70,078,831 | CYOtherExpensesAmt |
| PY Total Expenses | $129,836,566 | PYTotalExpensesAmt |
| CY Total Expenses | $141,341,926 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,206,919 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,621,026 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,029,052,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,249,124,832 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,675,985,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,867,933,029 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $353,067,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $381,191,803 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DOING WHAT IS RIGHT FOR OUR MEMBERS BY IMPROVING FINANCIAL WELL-BEING, SUPPORTING COMMUNITIES WE SERVE AND CREATING VALUE AND ENDURING RELATIONSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | OUR THREE LARGEST PROGRAMS BY EXPENSES ARE CDS, SHARE ACCOUNTS, AND IRA CDS. THERE ARE NO REVENUE SOURCES ASSOCIATED WITH THE EXPENSES. FOR 2017 EXPENSES WERE $11,763,202, $5,430,857,AND $1,808,611, RESPECTIVELY. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | 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 |
| 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 47483 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 943 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | 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 | 0 | 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 | ANDREW MCGEORGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6034228379 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 LAFAYETTE ROAD | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|---|
| JOANNE WHITING | ||||||||
| CHAIR | 8.00 | Yes (X) | Yes (X) | $18,424 | $0 | $0 | ||
| DR JAMES FISHBEIN | ||||||||
| VICE CHAIR/SECRETARY | 8.00 | Yes (X) | Yes (X) | $15,457 | $0 | $0 | ||
| SCOTT WENSLEY | ||||||||
| TREASURER | 8.00 | Yes (X) | Yes (X) | $15,523 | $0 | $0 | ||
| CLIFFORD TAYLOR | ||||||||
| MEMBER | 8.00 | Yes (X) | $9,398 | $0 | $0 | |||
| DAVID HANCHETT | ||||||||
| MEMBER | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN EGAN | ||||||||
| MEMBER | 8.00 | Yes (X) | $6,473 | $0 | $0 | |||
| SUE DESJARDINS | ||||||||
| MEMBER | 8.00 | Yes (X) | $995 | $0 | $0 | |||
| DAVID VAN ROSSUM | ||||||||
| PRESIDENT/CEO | 45.00 | Yes (X) | $636,950 | $0 | $67,321 | |||
| ANDREW MCGEORGE | ||||||||
| CFO | 45.00 | Yes (X) | $371,828 | $0 | $64,897 | |||
| PATRICK HARRIGAN | ||||||||
| CRO | 45.00 | Yes (X) | $281,028 | $0 | $86,353 | |||
| FAWN TERWILLIGER | ||||||||
| CLO | 45.00 | Yes (X) | $358,725 | $0 | $92,599 | |||
| DAN CLARKE | ||||||||
| COO | 45.00 | Yes (X) | $315,713 | $0 | $69,122 | |||
| SATISH MEHTA | ||||||||
| CIO | 45.00 | Yes (X) | $285,562 | $0 | $99,183 | |||
| PHILIP VON STREICHER | ||||||||
| VP OVERSEAS | 45.00 | $359,531 | $0 | $216,960 | Yes (X) | |||
| JOANNE NADEAU | ||||||||
| VP HUMAN RESOURCES | 45.00 | $285,324 | $0 | $87,007 | Yes (X) | |||
| MICHAEL BERGERON | ||||||||
| VP LOGISTICS | 45.00 | $278,089 | $0 | $38,655 | Yes (X) | |||
| MICHAEL PORTER | ||||||||
| VP FOREIGN EXCHANGE | 45.00 | $227,145 | $0 | $80,337 | Yes (X) | |||
| JOHN SIPP | ||||||||
| AVP IT | 40.00 | $225,116 | $0 | $72,062 | Yes (X) | |||
| SHARI L'ITALIEN | ||||||||
| CHIEF INTERNAL AUDITOR | 40.00 | $203,015 | $0 | $95,083 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,894,296 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,069,579 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | 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 |
|---|---|---|---|---|---|
| NCRDIGITAL INSIGHT | |||||
| PO BOX 515306 | LOS ANGELES | CA | 90051 | HOME BANKING/ONLINE BILL PAY | $5,851,909 |
| PINNACLE TECHNOLOGY PARTNERS INC | |||||
| PO BOX 843838 | DALLAS | TX | 75284 | IT CONSULTING | $1,147,077 |
| SLADE TECHNOLOGY GROUP LLC | |||||
| PO BOX 843838 | DALLAS | TX | 75284 | IT CONSULTING | $862,727 |
| ALLIED SOLUTIONS LLC | |||||
| 350 VETERANS WAY | CARMEL | IN | 46032 | MEMBER INSURANCE SERVICES | $756,431 |
| SHORELINE BUSINESS SOLUTIONS | |||||
| LOCKBOX 8106 PO BOX 7247 | PHILADELPHIA | PA | 191708106 | STORAGE SERVICES | $753,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 68 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INCOME FROM LOANS | 522100 | $92,865,341 | $92,865,341 | |
| FEES AND CHARGES | 522100 | $35,828,776 | $35,828,776 | |
| INTERCHANGE INCOME | 522100 | $20,535,693 | $20,535,693 | |
| INSURANCE COMMISSIONS | 522100 | $8,542,109 | $8,542,109 | |
| NON-MEMBER ATM INCOME | 522100 | $1,846,713 | $1,846,713 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $414,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $160,033,467 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,919,832 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,281,623 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,638,209 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,640 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,640 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,640 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,640 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,013 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,013 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,013 | TotalRevenueColumnAmt |
| Exclusion | $1,013 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,962,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $158,186,754 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,136,976 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,639,222 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,002,670 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,372,042 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,711,981 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,737,192 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,542,343 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,896,867 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,159 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,500 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,608,663 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,862,305 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,003,269 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,546,116 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,414,629 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,104 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,882 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395,907 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,723,855 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,067 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK & CREDIT CARD FEES | $26,952,280 |
| ATM EXPENSES | $461,663 |
| UBIT TAX | $422,030 |
| LOSS ON DISPOSAL OF FIX | $146,907 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,018,495 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,341,926 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,794,808 | BOYAmt |
| EOY | $21,499,267 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,941,657 | BOYAmt |
| EOY | $200,613,578 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,415,026 | BOYAmt |
| EOY | $23,914,388 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,420,131,379 | BOYAmt |
| EOY | $2,739,207,674 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,163,520 | BOYAmt |
| EOY | $6,593,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $129,221,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,241,509 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,279,039 | BOYAmt |
| EOY | $83,980,203 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,248,296 | BOYAmt |
| EOY | $129,563,790 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,650 | BOYAmt |
| EOY | $282,653 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,732,573 | BOYAmt |
| EOY | $43,469,711 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,029,052,948 | BOYAmt |
| EOY | $3,249,124,832 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,275,741 | BOYAmt |
| EOY | $44,965,857 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,238,770 | BOYAmt |
| EOY | $193,314,793 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,451,470,557 | BOYAmt |
| EOY | $2,629,652,379 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,675,985,068 | BOYAmt |
| EOY | $2,867,933,029 | 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 | $353,067,880 | BOYAmt |
| EOY | $381,191,803 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,067,880 | BOYAmt |
| EOY | $381,191,803 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,029,052,948 | BOYAmt |
| EOY | $3,249,124,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,621,026 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$579,876 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,082,773 | 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 | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,396,007 | OtherCostOrOtherBasisAmt |
| Book Value | $16,396,007 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,915,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,650,482 | DepreciationAmt |
| Book Value | $53,264,856 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,565,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,017,966 | DepreciationAmt |
| Book Value | $3,547,378 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,451,348 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,573,061 | DepreciationAmt |
| Book Value | $9,878,287 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $893,675 | OtherCostOrOtherBasisAmt |
| Book Value | $893,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,980,203 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERS' SHARE AND SAVINGS ACCOUNT | Desc |
| Amt | $2,629,652,379 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,629,652,379 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID VAN ROSSUM | ||||||||||||||
| PRESIDENT/CEO | $607,664 | $0 | $18,470 | $0 | $10,816 | $0 | $53,046 | $0 | $14,275 | $0 | $704,271 | $0 | $0 | $0 |
| ANDREW MCGEORGE | ||||||||||||||
| CFO | $283,992 | $0 | $87,207 | $0 | $629 | $0 | $45,909 | $0 | $18,988 | $0 | $436,725 | $0 | $0 | $0 |
| PATRICK HARRIGAN | ||||||||||||||
| CRO | $228,974 | $0 | $50,248 | $0 | $1,806 | $0 | $67,365 | $0 | $18,988 | $0 | $367,381 | $0 | $0 | $0 |
| FAWN TERWILLIGER | ||||||||||||||
| CLO | $295,000 | $0 | $60,952 | $0 | $2,773 | $0 | $78,324 | $0 | $14,275 | $0 | $451,324 | $0 | $0 | $0 |
| DAN CLARKE | ||||||||||||||
| COO | $243,819 | $0 | $59,660 | $0 | $12,234 | $0 | $50,134 | $0 | $18,988 | $0 | $384,835 | $0 | $0 | $0 |
| SATISH MEHTA | ||||||||||||||
| CIO | $237,634 | $0 | $45,156 | $0 | $2,772 | $0 | $92,021 | $0 | $7,162 | $0 | $384,745 | $0 | $0 | $0 |
| PHILIP VON STREICHER | ||||||||||||||
| VP OVERSEAS | $305,779 | $0 | $44,310 | $0 | $9,442 | $0 | $202,685 | $0 | $14,275 | $0 | $576,491 | $0 | $0 | $0 |
| JOANNE NADEAU | ||||||||||||||
| VP HUMAN RESOURCES | $243,723 | $0 | $39,795 | $0 | $1,806 | $0 | $72,850 | $0 | $14,157 | $0 | $372,331 | $0 | $0 | $0 |
| MICHAEL BERGERON | ||||||||||||||
| VP LOGISTICS | $241,606 | $0 | $34,913 | $0 | $1,570 | $0 | $24,380 | $0 | $14,275 | $0 | $316,744 | $0 | $0 | $0 |
| MICHAEL PORTER | ||||||||||||||
| VP FOREIGN EXCHANGE | $184,391 | $0 | $42,002 | $0 | $752 | $0 | $61,349 | $0 | $18,988 | $0 | $307,482 | $0 | $0 | $0 |
| JOHN SIPP | ||||||||||||||
| AVP IT | $210,287 | $0 | $13,549 | $0 | $1,280 | $0 | $53,074 | $0 | $18,988 | $0 | $297,178 | $0 | $0 | $0 |
| SHARI L'ITALIEN | ||||||||||||||
| CHIEF INTERNAL AUDITOR | $166,514 | $0 | $34,889 | $0 | $1,612 | $0 | $94,464 | $0 | $619 | $0 | $298,098 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | PHILIP VON STREICHER $116,866 - SERP EXPENSE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | SERVICE CREDIT UNION MEMBERSHIP IS OPEN TO THOSE LIVING OR WORKING IN THE STATE OF NEW HAMPSHIRE OR THE FALMOUTH, MA AREA (DEFINED AS FALMOUTH, BOURNE, MASHPEE AND SANDWICH, MA) AND THEIR FAMILIES. ALSO ELIGIBLE ARE ACTIVE DUTY MILITARY, VETERANS AND THEIR FAMILIES, AND THOSE WHO ARE WORKING (OR WORKED) FOR THE DEPARTMENT OF DEFENSE, AS WELL AS THEIR FAMILIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | ANNUALLY, SERVICE CREDIT UNION HOLDS A SHAREHOLDER MEETING. AT THIS MEETING, THE MEMBERS HAVE THE ABILITY TO VOTE ON THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM IS PREPARED AND REVIEWED BY THE VP/CONTROLLER. A SUBSEQUENT REVIEW IS PERFORMED BY THE CFO AND THE CEO PRIOR TO SUBMISSION. THE 2017 SECONDARY REVIEW WILL BE PERFORMED BY THE CFO WHO IS ALSO THE INTERIM PRESIDENT. A COPY OF THE RETURN IS PROVIDED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE POLICY REQUIRES SELF DISCLOSE TO THE BOARD OF DIRECTORS ANNUALLY ANY INVOLVEMENT WITH ORGANIZATIONS WHICH DO BUSINESS WITH THE CREDIT UNION. THIS IS ALSO SUBJECT TO INTERNAL AUDIT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS REVIEWED BY A COMPENSATION COMMITTEE THAT INCLUDES THREE BOARD MEMBERS. THE COMMITTEE GATHERS DATA FROM A 3RD PARTY COMPENSATION STUDY, WHICH GATHERS DATA FROM OUTSIDES SOURCES FROM OTHER FINANCIAL INSTITUTIONS. THE COMMITTEE REVIEWS THIS INFORMATION AND THEN DETERMINES COMPENSATION BASED ON THIS INFORMATION AND PERFORMANCE AND THEN GIVES THE COMPENSATION RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THIS IS DOCUMENTED IN THE COMMITTEE MINUTES. FOR ALL OTHER OFFICERS AND KEY EMPLOYEES, THE CREDIT UNION USES A THIRD PARTY COMPENSATION STUDY IN WHICH THE HUMAN RESOURCES DEPARTMENT USES TO HELP DETERMINE COMPENSATION. COMPENSATION IS ALSO BASED ON METRICS FOR THAT JOB DESCRIPTION AND PERFORMANCE. HUMAN RESOURCES GIVES A RECOMMENDATION TO THE CEO WHO MAKES THE COMPENSATION DETERMINATION. THIS DETERMINATION IS DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | SERVICE CREDIT UNION'S FINANCIALS ARE PROVIDED MONTHLY FOR ALL MEMBERS BY BEING POSTED IN EACH BRANCH LOCATION. OUR ANNUAL REPORT IS DISTRIBUTED TO ALL ATTENDEES AT THE ANNUAL MEETING, PROVIDED IN EACH BRANCH LOCATION, AND IS ALSO POSTED ON OUR WEBSITE. MEMBERS HAVE THE RIGHT TO REQUEST AND RECEIVE PERTINENT DOCUMENTATION AS DEMANDED. SERVICE CREDIT UNION IS A MEMBER-OWNED COOPERATIVE AND AS SUCH PERTINENT BUSINESS DOCUMENTATION IS ALWAYS PROVIDED AS REQUESTED BY MEMBERS. |
| FORM 990, PART XI, LINE 9: | OTHER COMPREHENSIVE INCOME 170,132. CHANGE IN VALUE OF SERP 146,083. EURO CURRENCY CHANGE 824,095. CHANGE IN PENSION AND POSTRETIREMENT HEALTH PLAN 1,942,463. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICE FINANCIAL ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 LAFAYETTE ROAD | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472509975 | EIN |
| Primary Activities | FINANCIAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | NH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICE CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $3,299,641 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $84,655,672 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SERVICE FINANCIAL ADVISORS | ||
| A | $8,640 | RENTAL INCOME |
| SERVICE FINANCIAL ADVISORS | ||
| O | $152,512 | SALARY REIMBURSEMENTS |
| SERVICE FINANCIAL ADVISORS | ||
| A | $2,231,329 | INTEREST INCOME |
| SERVICE FINANCIAL ADVISORS | ||
| D | $83,256,406 | LOAN PAYABLE |
| SERVICE FINANCIAL ADVISORS | ||
| B | $400,000 | INITIAL INVESTMENT |