2025-11-13T05:13:35-08:00 2024-12-31 831427167 Greg R Schmidt CPA 26 Cypress Pt Amarillo TX 79124 990 2024-01-01 751253045 LONE STAR CREDIT UNION LONE 2143279367 7508 FERGUSON RD DALLAS TX 75228 BRIAN L HARPER CFO 2143279367 2025-11-05 true true Greg R Schmidt P00850502 8552759297 2025-11-13 X 2024 2025-03-06 01:10:19Z MARCY PHILLIPS 7508 FERGUSON RD DALLAS TX 75228 11637686 false X LONESTARCU.ORG X 1967 TX PROVIDE FINANCIAL SERVICES FOR MEMBERS IN OUR COMMUNITY CHARTER FIELD OF MEMBERSHIP 7 7 49 7 26264 25626 0 8793964 10053296 1013463 1584390 0 9807427 11637686 4576 0 0 3356665 3410598 0 0 6065610 7443189 9426851 10853787 380576 783899 175948935 178286993 162438660 163696684 13510275 14590309 PROVIDE FINANCIAL SERVICES FOR MEMBERS IN OUR COMMUNITY CHARTER FIELD OF MEMBERSHIP false false PROVIDE FINANCIAL SERVICES FOR MEMBERS INCLUDING CONSUMER LOANS, CHECKING ACCOUNTS, AND SHARE SAVINGS ACCOUNTS. false false false false false false false true false true false false false true true false false false false false false false false false false false false false true false true false false false false false false false false false true false false true 3423 0 true 49 true true true false false false false false false false X 7 7 false true false false true true true true true false false false true true true false true true true false X LEIGHANN CARSON 2143279367 7508 FERGUSON RD DALLAS TX 75288 MARCY PHILLIPS CEO 40.00 X 192420 0 33699 BRIAN HARPER CFO 40.00 X 159651 0 37167 ALLYSON LEIGHANN CARSON CAO 40.00 X 160033 0 33027 WAYNE PRICE BOARD CHAIRPERSON 1.00 X 0 0 0 RYAN HOLLOWAY BOARD VICE CHAIRPERSON 1.00 X 0 0 0 KIMBERLY MARSZALEK BOARD SECRETARY/TREASURER 1.00 X 0 0 0 JERRY CLANCY DIRECTOR 1.00 X 0 0 0 GRAHAM SWEENEY DIRECTOR 1.00 X 0 0 0 JACK SMITH DIRECTOR 1.00 X 0 0 0 SHELLEY BROOKINS DIRECTOR 1.00 X 0 0 0 512104 0 103893 3 false true false ALLIED SOLUTIONS 6111 W PLANO PARKWAY PLANO TX 75093 INSURANCE 203867 PURE IT CU SERVICES 1400 GRAHAM DR STE B TOMBALL TX 77375 IT NETWORK MAINTENANCE 249229 SOFTCHOICE 173 DUFFERIN ST 200 TORONTO CA IT HARDWARE AND MAINTENANCE 113098 PSCU 560 CARILLON PKWY SAINT PETERSBURG FL 33716 CREDIT AND DEBIT PROCESSING 672857 4 LOAN INCOME 522100 7288258 0 0 FEE INCOME 522100 2738774 0 0 FINANCE AND INSURANCE 520000 26264 26264 0 10053296 1006742 0 0 577648 577648 577648 577648 0 0 11637686 11611422 26264 0 512104 512104 0 0 2417383 2417383 0 0 112047 112047 0 0 367933 367933 0 0 1131 1131 0 0 42155 42155 0 0 32816 32816 0 0 98414 98414 0 0 287954 287954 0 0 1265622 1265622 0 0 754237 754237 0 0 787487 787487 0 0 30234 30234 0 0 43796 43796 0 0 2250176 2250176 0 0 264930 264930 0 0 94035 94035 0 0 LOAN SERVICING 458958 458958 0 0 LOAN LOSS PROVISION 954589 954589 0 0 MISC 77786 77786 0 0 10853787 10853787 0 0 2025221 2021797 21093558 18640788 469586 438114 338891 598109 114858926 123089219 776818 912589 15250371 4357368 11334747 10893003 20478046 13286443 34244 4573142 8372687 175948935 178286993 1745617 2444011 120711 107140 160572332 161145533 162438660 163696684 X 13510275 14590309 13510275 14590309 175948935 178286993 783899 296135 X false false false false true X 0 1929956 1929956 10414952 2379386 8035566 1121500 430180 691320 1783963 1547802 236161 10893003 MEMBER SHARE ACCOUNTS 161145533 161145533 X Pt IV, Line 2b AS A LOAN SERVICER, THE CREDIT UNION RECEIVES PRINCIPAL PAYMENTS, INTEREST PAYMENTS, TAX PAYMENTS AND INSURANCE PAYMENTS AND THEN REMITS THESE FUNDS TO THE APPROPRIATE THIRD PARTIES ON BEHALF OF THE BORROWERS. Pt X, Line 2 THE CREDIT UNION IS EXEMPT FROM MOST FEDERAL, STATE, AND LOCAL INCOME TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE (IRC) AND STATE LAWS. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON UNRELATED BUSINESS INCOME DERIVED BY STATE-CHARTERED CREDIT UNIONS. GENERALLY, THESE TAXES ARE INSIGNIFICANT TO THE CREDIT UNION. false X X X false false false MARCY PHILLIPS 192420 0 0 0 0 0 19529 0 14170 0 226119 0 0 0 BRIAN HARPER 159651 0 0 0 0 0 19271 0 17896 0 196818 0 0 0 ALLYSON LEIGHANN CARSON 160033 0 0 0 0 0 19181 0 13846 0 193060 0 0 0 JERRY CLANCY BOARD LOC X 20000 9547 false true true JERRY CLANCY BOARD CC X 20000 501 false true true WAYNE PRICE BOARD HOME EQUITY X 62000 25978 false true true WAYNE PRICE BOARD CC X 20000 903 false true true MARCY PHILLIPS CEO MORTGAGE X 195000 108858 false true true JACK SMITH BOARD MORTGAGE X 436499 359852 false true true JACK SMITH BOARD CC X 17100 6845 false true true JACK SMITH BOARD USED AUTO X 70731 51372 false true true GRAHAM SWEENEY BOARD USED AUTO X 12837 4050 false true true GRAHAM SWEENEY BOARD USED AUTO X 7495 3467 false true true RYAN HOLLOWAY BOARD NEW AUTO X 44651 26736 false true true 598109 Pt VI, Line 3 THE BOARD HAS DELEGATED INVESTMENT PURCHASE AND INTEREST RATE RISK AUTHORITY TO COMMITTEES. THERE ARE WRITTEN POLICIES GUIDING ACTIVITY. Pt VI, Line 6 ALL ACCOUNT HOLDERS ARE REFERRED TO AS MEMBERS. Pt VI, Line 7a MEMBERS MAY NOMINATE DIRECTOR CANDIDATES BY PRESENTING 1% OF MEMBERSHIP SIGNATURES WITH A VOTE AT THE NEXT ANNUAL MEETING. Pt VI, Line 7b MEMBERS OF THE CREDIT UNION HAVE THE RIGHT TO APPROVE AND REMOVE MEMBERS OF THE GOVERNING BODY. Pt VI, Line 11b THE CFO IS RESPONSIBLE FOR REVIEWING AND APPROVING THE RETURN, ALONG WITH INPUT FROM OTHER EXECUTIVE OFFICERS. Pt VI, Line 12c ALL DIRECTORS AND EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. ANY POTENTIAL CONFLICTS ARE REVIEWED BY CREDIT UNION MANAGEMENT AND THE BOARD. Pt VI, Line 15a THE CEO COMPENSATION COMMITTEE REVIEWS SALARY DATA AND MAKES A RECOMMENDATION TO THE BOARD TO DETERMINE THE CEOS SALARY. Pt VI, Line 15b THE CEO EVALUATES OTHER EXECUTIVE COMPENSATION PACKAGES BASED ON THIRD PARTY SALARY DATA. PURE IT CU SERVICES 990 VILLAFE SQUARE DR TOMBALL TX 77375 813719051 IT CONSULTING TX INVESTMENT -42082 762491 false 0 false 0.15000 CUSO REALTY INVESTORS ONE LLC 1999 AVE OF THE STARS LOS ANGELES CA 90067 861795186 SALE/LEASBACK CU FACILITIES DE INVESTMENT 31542 1914643 false 14096 0.01640 false false false false false false false false false false false false false false false false false false false