GOWEST FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GOWEST FOUNDATION (EIN 91-1649328)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201603159349302860
- Schema version
- 2015v2.1
- 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 | 2016-11-10T13:28:10-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810987947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAUSER JONES & SAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10940 NE 33RD PLACE SUITE 100 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911649328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CREDIT UNION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8009959064 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18000 INTERNATIONAL BLVD STE 350 | AddressLine1Txt |
| City | SEATAC | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98188 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY STANG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8009959064 | PhoneNum |
| Signature | 2016-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER A JONES CPA | PreparerPersonNm |
| PTIN | P01702335 | PTIN |
| Phone | 4258891778 | PhoneNum |
| Preparation | 2016-10-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TROY STANG | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $533,130 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NWCUF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT, PROMOTE CREDIT UNION DEVELOPMENT AND CREDIT UNIONS' COMMITMENT TO SOCIAL RESPONSIBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $428,178 | PYContributionsGrantsAmt |
| CY Contributions Grants | $495,443 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,213 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,687 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $456,391 | PYTotalRevenueAmt |
| CY Total Revenue | $533,130 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $139,419 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $408,638 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $159,071 | PYOtherExpensesAmt |
| CY Other Expenses | $146,939 | CYOtherExpensesAmt |
| PY Total Expenses | $298,490 | PYTotalExpensesAmt |
| CY Total Expenses | $555,577 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $157,901 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$22,447 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,123,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,261,511 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,036 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $230,030 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,117,315 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,031,481 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT AND PROMOTE CREDIT UNION DEVELOPMENT AND CREDIT UNIONS' COMMITMENT TO SOCIAL RESPONSIBILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $421,820 | ExpenseAmt |
| Grant | $408,638 | GrantAmt |
| Desc | THE GRANTS DEVELOPMENT PROGRAM AND PUBLIC EDUCATION PROGRAM PROVIDED FUNDS TO CREDIT UNIONS AND THEIR STAFF FOR EDUCATION, OUTREACH, TECHNOLOGY, AND DISASTER RELIEF. | Desc |
| Total Program Service Expenses | $421,820 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER HUGGARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063404842 | PhoneNum |
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) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| SCOTT PRIOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANELL SAAVEDRA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE WILDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY GARNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM BERQUIST | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KYLE FRICK | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA MATHEY | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN PAGENSTECHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE PARKER | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM MCCARTHY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLI MILLHUFF | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY GRECO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN WEAVER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TROY STANG | |||||||
| PRESIDENT | 1.00 | $0 | $0 | $0 | 39.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $495,443 | AllOtherContributionsAmt |
| Total Contributions | $495,443 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,687 | TotalRevenueColumnAmt |
| Exclusion | $37,687 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $533,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,687 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,638 | TotalAmt |
| Program Services | $408,638 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,184 | TotalAmt |
| Program Services | $12,637 | ProgramServicesAmt |
| Management And General | $50,547 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,198 | TotalAmt |
| Management And General | $14,198 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,943 | TotalAmt |
| Management And General | $30,943 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,952 | TotalAmt |
| Management And General | $8,952 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373 | TotalAmt |
| Management And General | $373 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640 | TotalAmt |
| Program Services | $128 | ProgramServicesAmt |
| Management And General | $512 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,084 | TotalAmt |
| Program Services | $417 | ProgramServicesAmt |
| Management And General | $1,667 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,068 | TotalAmt |
| Management And General | $6,068 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| MEMBERSHIP/COMMUNITY GI | $9,651 | $9,651 |
| OPERATIONAL EXPENSE | $9,000 | $9,000 |
| MISCELLANEOUS | $1,846 | $1,846 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,577 | TotalAmt |
| Program Services | $421,820 | ProgramServicesAmt |
| Management And General | $133,757 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,267 | BOYAmt |
| EOY | $925,720 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,472 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $34,034 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,250 | BOYAmt |
| EOY | $8,493 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,428,362 | BOYAmt |
| EOY | $2,293,264 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,123,351 | BOYAmt |
| EOY | $3,261,511 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,036 | BOYAmt |
| EOY | $230,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,036 | BOYAmt |
| EOY | $230,030 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,172 | BOYAmt |
| EOY | $2,956,015 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,143 | BOYAmt |
| EOY | $75,466 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,117,315 | BOYAmt |
| EOY | $3,031,481 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,123,351 | BOYAmt |
| EOY | $3,261,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$22,447 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$63,387 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $401,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $311,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $428,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $495,443 | CurrentTaxYearAmt |
| Total | $2,020,068 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $401,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $311,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $428,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $495,443 | CurrentTaxYearAmt |
| Total | $2,020,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,020,068 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,669 | CurrentTaxYearAmt |
| Total | $76,605 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,440 | CurrentTaxYearMinus4YearsAmt |
| Total | $12,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,109,113 | TotalSupportAmt |
| Public Support CY170 | 0.95780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2011 AMOUNT: $ 12,440. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER TRUST | Desc |
| Book Value | $2,293,264 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,293,264 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION COLLECTS FUNDS FROM CONTRIBUTING CREDIT UNIONS ON BEHALF OF OTHER NON-PROFIT ORGANIZATIONS INCLUDING CU4KIDS. FUNDS ARE REMITTED SOON AFTER RECEIPT AND A LIABILITY IS RECORDED FOR ANY FUNDS NOT DISBURSED BY THE END OF THE REPORTING PERIOD. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| JA OF OREGON & SW WASHINGTON | ||||||
| 7830 SE FOSTER RD | PORTLAND | OR | 97206 | 930384007 | $15,000 | ASSET BUILDING GRANT |
| ALBANY PUBLIC SCHOOLS FOUNDATION | ||||||
| PO BOX 1772 | ALBANY | OR | 97321 | 930881300 | $10,060 | DISASTER RELIEF GRANT |
| MAPS CREDIT UNION | ||||||
| PO BOX 12398 | SALEM | OR | 97309 | 930465543 | $6,087 | CREDIT UNION DEVE/EDCUATION |
| MT RAINIER FEDERAL CREDIT UNION | ||||||
| 303 WEST MEEKER | PUYALLUP | WA | 98371 | 910853249 | $5,795 | GRANT/CREDIT UNION DEVE/EDUCATION |
| NEWRIZONS FEDERAL CREDIT UNION | ||||||
| 120 FIRMAN ST | HOQUIAM | WA | 98550 | 910814137 | $6,590 | COMM DEVELOPMENT GRANT |
| OREGON COMMUNITY CREDIT UNION | ||||||
| PO BOX 77002 | SPRINGFIELD | OR | 97475 | 930492535 | $8,000 | COMM DEVELOPMENT GRANT |
| POINT WEST CREDIT UNION | ||||||
| 718 NE 12TH AVE | PORTLAND | OR | 97232 | 930232289 | $7,004 | CU DEVE/EDUCATION |
| AMERICAN RED CROSS-NORTHWEST REGION | ||||||
| PO BOX 3097 | SEATTLE | WA | 98114 | 530196605 | $21,798 | DISASTER RELIEF GRANTS |
| ARC - CENTRAL & EASTERN OR | ||||||
| 815 SW BOND ST STE 110 | BEND | OR | 32380 | 530196605 | $32,380 | DISASTER RELIEF GRANTS |
| COMMUNITY FOUNDATION OF NORTH | ||||||
| 9 S WENATCHEE AVE | WENATACHEE | WA | 98801 | 911349486 | $38,716 | DISASTER REILEF GRANTS |
| PROF DEVEDUCATION GRANTS | ||||||
| $70,554 | PROF DEV/ED | |||||
| CU DEVELOPMENT GRANTS | ||||||
| $9,380 | CU DEV | |||||
| MONTANA CREDIT UNIONS FOR COMMUNITY DEVELOPMENT | ||||||
| 101 N RODNEY | HELENA | MT | 59601 | 733103575 | $0 | GRANT PAYABLE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MEMBER CREDIT UNION'S SEEKING GRANT FUNDS ARE REQUIRED TO COMPLETE AN APPLICATION. ONCE A GRANT IS APPROVED, THE GRANTEE MUST PROVIDE A FINAL REPORT ONCE THE PROJECT IS COMPLETED TO RECEIVE THE GRANTS FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | VOLUNTEERS CONSIST SOLELY OF THE ORGANIZATIONS' BOARD MEMBERS WHO PROVIDE MANAGEMENT OVERSIGHT AND STRATEGIC PLANNING FUNCTIONS THROUGH COLLABORATION WITH MANAGEMENT. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION HAS ADDED A MEMBERSHIP CATEGORY TO ITS BYLAWS. DIRECTORS ARE APPOINTED, WITH THE EXCEPTION OF AN ELECTED DIRECTOR REPRESENTING THE NEW MEMBERSHIP CATEGORY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY WILL APPOINT BOARD OF DIRECTORS VIA A NOMINATING COMMITTEE PROCESS. ADDITIONALLY, MEMBERS OF THE FRIENDS OF THE FOUNDATION MEMBER CATEGORY WILL ELECT/VOTE ON ONE MEMBER OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT REVIEWS THE 990 AND THEN INFORMS THE BOARD MEMBERS THAT THE FORM 990 HAS BEEN COMPLETED AND FILED AND IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE INFORMED OF THE POLICY AND ARE REQUIRED TO REPORT ANY POSSIBLE CONFLICT BEFORE IT OCCURS. ANY UPDATE TO THE POLICY IS DISCUSSED AT THE BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY CAN BE REQUESTED THROUGH THE BOARD. |
| FORM 990, PART XII, 2C | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |