2017-11-10T19:58:45-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2016-01-01 910639210 O BEE CREDIT UNION CRED 3609430740 3900 CLEVELAND AVE SE TUMWATER WA 985014023 DANIEL HILDRETH VP OF FINANCE 3609430740 2017-11-08 1 ANNE B DAVISON P00944246 6022662248 67.137.57.251 2017-11-08 13:06:35 US P E9F310E552A983DEE0D16D26B85D24D51800DFDA A0B823E0B111AE34A63484E62AC5C8D00CAD79EF 2016 2017-02-10 21:41:12Z JAMES COLLINS 3900 CLEVELAND AVE SE TUMWATER WA 985014023 14645046 0 X WWW.OBEE.COM X 1955 WA CREDIT UNION IN THE STATE OF WASHINGTON. PROVIDE FINANCIAL PRODUCTS AND SERVICES TO MEMBERS. 9 9 100 16 58323 -38637 0 0 13289605 14645046 238719 -13570 0 0 13528324 14631476 18000 18000 0 706623 4541654 4992670 0 0 0 7458894 7205573 12018548 12922866 1509776 1708610 214039941 243740920 196388422 224380791 17651519 19360129 CREDIT UNION IN THE STATE OF WASHINGTON. PROVIDE FINANCIAL PRODUCTS AND SERVICES TO MEMBER. 0 0 THE CREDIT UNION PROVIDES DRAFT AND SHARE ACCOUNTS, CONSUMER LOANS, SHARE CERTIFICATES AND OTHER EXEMPT FUNCTION ACTIVITIES TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 6840 0 1 100 1 1 1 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WA X DANIEL HILDRETH 3605707924 3900 CLEVELAND AVE SE TUMWATER WA 98501 MIRIAM BAUSCH BOARD MEMBER 4.00 X 0 0 0 CAROLYN CARUSO BOARD MEMBER - CHAIR 4.00 X 0 0 0 JERRY MURPHY BOARD MEMBER 4.00 X 0 0 0 CHRISTY KRIEGSMAN BOARD MEMBER 4.00 X 0 0 0 WILFORD SAUNDERS BOARD MEMBER 4.00 X 0 0 0 PRABAKARAN MANOHARAN BOARD MEMBER 4.00 X 0 0 0 JAY MASON DIRECTOR 4.00 X 0 0 0 CHRISTY KRIEGSMAN DIRECTOR 4.00 X 0 0 0 JUDITH WEEKS DIRECTOR 4.00 X 0 0 0 JENNIFER ROBERTS COO 40.00 X 106760 0 29550 JAMES COLLINS CEO 40.00 X 186687 0 48768 DANIEL HILDRETH VP FINANCE 40.00 X 104516 0 29084 LEE WOJNAR VP MARKETING 40.00 X 123260 0 35402 DAVID ECHTLE CLO 40.00 X 116197 0 34022 DAVID LITTLETON FINANCIAL ADVISOR 40.00 X 144947 0 25636 JASON TUCKER VP OF IT 40.00 X 110012 0 13462 MICHAEL LINDSAY MORTGAGE LOAN OFFICER 40.00 X 159494 0 10179 1051873 0 226103 8 0 1 0 FIS 601 RIVERSIDE AVENUE JACKSONVILLE FL 32204 CARD PROCESSOR 779724 JACK HENRY AND ASSOCIATES 663 W HIGHWAY 60 MONETT MO 65708 DATA PROCESSING 251875 CAPITOL CITY PRESS 2975 37TH AVE SW TUMWATER WA 98512 MARKETING AND PRINTING SERVICEW 125669 REPO REMARKETING PO BOX 638516 CINCINATTI OH 45263 REPOSSESSION MANAGEMENT & DISPOSAL SERVI 110060 CAPITAL VILLAGE ASSOCIATES 11225 SE 6TH STR SUITE 220 BELLEVUE WA 98004 RENTAL MANAGEMENT SERVICES 105420 5 LOAN INTEREST AND FEES 522100 14586723 14586723 UNRELATED BUSINESS INCOME 522100 58323 58323 14645046 13570 -13570 -13570 -13570 14631476 14586723 58323 -13570 18000 706623 1277973 1989539 308790 1073660 342708 5729 52042 303056 394705 632071 12745 57685 435185 PROVISION FOR LOAN LOSS 3262750 OPERATING EXPENSES 2049605 12922866 5816385 6440492 22949367 20218340 175862245 208230701 709957 412834 9995938 5105424 5367462 4890514 854964 729492 2479561 2818547 214039941 243740920 2131442 2316314 7315972 3069147 186941008 218995330 196388422 224380791 X 0 0 0 0 17651519 19360129 17651519 19360129 214039941 243740920 1708610 0 X X 0 1 X 1 0 1058125 1058125 5067349 2197665 2869684 3870464 2907759 962705 4890514 MEMBER SHARE AND DEPOSIT ACCOUNTS 218995330 218995330 1 COLLEGE SCHOLARSHIP 6 18000 CASH N/A PART I, LINE 2: THE ORGANIZATION PAYS SCHOLARSHIP DOLLARS DIRECTLY TO THE SCHOOL. X 1 1 X X 0 0 0 JAMES COLLINS CEO 168312 0 18375 0 0 0 39166 0 9602 0 235455 0 0 0 LEE WOJNAR VP MARKETING 108093 0 15167 0 0 0 25800 0 9602 0 158662 0 0 0 DAVID ECHTLE CLO 103765 0 12432 0 0 0 24261 0 9761 0 150219 0 0 0 DAVID LITTLETON FINANCIAL ADVISOR 62748 0 82199 0 0 0 16034 0 9602 0 170583 0 0 0 MICHAEL LINDSAY MORTGAGE LOAN OFFICER 26987 0 132507 0 0 0 418 0 9761 0 169673 0 0 0 LEE WOJNAR VP OF MARKETING REAL ESTATE, NEW VEHICLE, HELOC, CREDIT CARD X 358046 162795 0 1 1 MELANIE RANSOM VP OF HR CREDIT CARD, HELOC X 61193 0 0 1 1 JAMES COLLINS CEO NEW VEHICLE, CREDIT CARD, HELOC X 384640 242249 0 1 1 DAVID ECHTLE CHIEF LENDING OFFICER CREDIT CARD, HELOC X 243250 5896 0 1 1 HILDRETH DANIEL VP OF FINANCE CREDIT CARD X 10000 1894 0 1 1 412834 FORM 990, PART VI, SECTION A, LINE 6 AN INDIVIDUAL IS CONSIDERED A MEMBER IF THEY HOLD A SHARE WITH THE CREDIT UNION. THE CREDIT UNION HAD 25,166 MEMBERS AS OF 12/31/2016. FORM 990, PART VI, SECTION A, LINE 7A EACH CREDIT UNION MEMBER MAY VOTE FOR MEMBERS OF THE BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B AT A BOARD MEETING, THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW OFFICERS, DIRECTORS AND KEY EMPLOYEES MUST ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY IN WRITING. IF THERE ARE ANY CHANGES TO THE PERSON'S EMPLOYMENT OR EXTRA-CURRICULAR ACTIVITIES, THEY ARE REQUIRED TO REPORT THAT TO HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS WITH THE ASSISTANCE OF AN OUTSIDE CONSULTANT AND INDUSTRY SALARY DATA. OTHER OFFICERS OR KEY EMPLOYEES SALARIES ARE DETERMINED BY CEO AND VP OF HR USING INDUSTRY SALARY DATA. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. QUARTERLY FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE 5300 CALL REPORT. FORM 990, PART XII, LINE 2B: THE FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM AS OF 3/31.