2014-08-14T17:14:13-05:00 2013-12-31 910189318 MOSS ADAMS LLP 2707 COLBY AVE SUITE 801 EVERETT WA 982013510 990 2013-01-01 910684272 NORTHWEST PLUS CREDIT UNION NORT 4252971000 2821 HEWITT AVENUE EVERETT WA 982013890 STEVE DIKLICH CFO 4252971000 2014-08-12 1 KRISTINE HOEFLIN P00786821 4252597227 2013 2015-11-30 17:44:51Z DOUGLAS BENNET 2821 HEWITT AVENUE EVERETT WA 982013890 13053336 0 X WWW.NWPLUSCU.COM X 1938 WA PROVIDE FINANCIAL SERVICES: REAL ESTATE AND OTHER SECURED/UNSECURED CONSUMER LOANS, CHECKING AND SAVINGS PROGRAMS AND CREDIT CARD SERVICES. 9 9 57 13 11901 -15401 0 0 8143821 7357568 364832 568445 24003 -3715 8532656 7922298 0 6000 0 0 2685523 2856579 0 0 0 4724226 4180843 7409749 7043422 1122907 878876 155559959 150710349 139552590 134882794 16007369 15827555 PROVIDE FINANCIAL SERVICES: REAL ESTATE AND OTHER SECURED/UNSECURED CONSUMER LOANS, CHECKING AND SAVINGS PROGRAMS AND CREDIT CARD SERVICES. 0 0 PROVIDE FINANCIAL SERVICES TO 16,561 MEMBERS. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO: PROVIDING REAL ESTATE AND OTHER SECURED/UNSECURED CONSUMER LOANS, CHECKING AND SAVINGS PROGRAMS, AND CREDIT CARD SERVICES. 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 13 0 1 57 1 1 1 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEVE DIKLICH 4252971000 2821 HEWITT AVE EVERETT WA 98201 JASON GAMBLE CHAIRMAN 2.00 X X 0 0 0 BRAD JONES VICE CHAIRMAN 2.00 X X 0 0 0 MARY BALLARD TREASURER 2.00 X X 0 0 0 GARY HEILMAN SECRETARY 2.00 X X 0 0 0 WARREN KUWAHARA DIRECTOR 2.00 X 0 0 0 JOHN CONDERMAN DIRECTOR 2.00 X 0 0 0 JAMES DREIER DIRECTOR 2.00 X 0 0 0 KIM STONE DIRECTOR 2.00 X 0 0 0 DEBORAH HEHEISEL DIRECTOR 2.00 X 0 0 0 DOUGLAS BENNETT PRESIDENT & CEO 40.00 X 184908 0 11101 DENNIS GROTE CIO 40.00 X 228688 0 8728 TORRIE RAMOS COO 40.00 X 97610 0 7997 STEVE DIKLICH CFO 40.00 X 95926 0 7997 607132 0 35823 2 0 1 0 FISERV-EFT 4550 SW MACADAM AVE PORTLAND OR 97239 CARD TRANSACTION SERVICES 333602 FISERV-GALAXY 75 REMITTANCE DR STE 6942 CHICAGO IL 60675 CORE DATA PROCESSING SERVICES 223066 HABBERFELD DIRECT 206 S 13TH ST STE 1500 LINCOLN NE 68508 DIRECT MAIL-MARKETING 163171 PSCU 560 CARILLON PARKWAY ST PETERSBURG FL 33716 CREDIT CARD TRANSACTION SERVICES 117951 4 LOAN INTEREST INCOME 522100 4504921 4504921 FEE INCOME 522100 2852647 2834023 18624 7357568 634125 634125 4803 0 4803 4803 4803 4080289 985069 3960634 1170404 119655 -185335 -65680 -11526 -54154 INCOME FROM SUBSIDIARY 522100 -8518 -8518 -8518 7922298 7330426 11901 579971 6000 642955 1605924 226326 171621 209753 881 67529 376483 256791 906081 261389 436421 16074 56303 631174 439800 41646 LOAN SERVICING EXPENSE 248019 PROVISION FOR LOAN LOSS 141000 NCUA STABILIZATION ASSE 104795 COLLECTION EXPENSE 39284 157173 7043422 12414430 7623086 11150733 8258634 90734880 93487269 360456 355915 9208948 3751573 6992305 5457375 26616645 27946730 7290510 7581340 155559959 150710349 1008712 1626521 138543878 133256273 139552590 134882794 X 0 0 0 0 16007369 15827555 16007369 15827555 155559959 150710349 X 878876 -1220580 161890 X 0 0 0 1798734 1798734 4571971 1537525 3034446 339253 106324 232929 1732415 1404036 328379 766575 703688 62887 5457375 78532 F AVAILABLE FOR SALE SECURITIES 27868198 F 27946730 NCUA INSURANCE FUND 1309935 REPOSSESSED ASSETS 405575 LOAN SERVICING 330199 ACCRUED INTEREST RECEIVABLE 363173 OTHER RECEIVABLES 312499 CSV LIFE INSURANCE 4859959 7581340 MEMBERS SHARES AND DEPOSITS 133256273 133256273 1 COLLEGE SCHOLARSHIPS 7 6000 PART I, LINE 2: ALL SCHOLARSHIP WINNERS MUST FILL OUT A SCHOLARSHIP AWARD FORM DETAILING THEIR SCHOOL THEY WILL BE ATTENDING ALONG WITH THE ADDRESS THAT THE CHECK MUST BE SENT TO. OUR AVP MARKETING CREATES LETTERS TO EACH SCHOOL INSTRUCTING THE SCHOOL TO PUT THE FUNDS INTO THE STUDENTS ACCOUNT TO BE USED FOR THEIR NEEDS DURING THE SCHOOL YEAR. X X X X 0 0 0 DOUGLAS BENNETT PRESIDENT & CEO 165470 0 14780 0 4658 0 6607 0 4494 0 196009 0 0 0 DENNIS GROTE CIO 103064 0 108358 0 17266 0 4234 0 4494 0 237416 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CREDIT UNION MEMBERS ARE MEMBERS OF A FINANCIAL COOPERATIVE. EACH DEPOSITOR IS REQUIRED TO BE A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A CREDIT UNION MEMBERS ELECT MEMBERS TO THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS INITIALLY REVIEWED BY THE CEO AND CFO BEFORE BEING PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT, WHICH DEFINES FIDUCIARY DUTY. MANAGEMENT REVIEWS ALL VENDORS FOR POTENTIAL OWNERSHIP INTEREST BY BOARD MEMBERS OR RELATED PARTIES AS PART OF THE VENDOR APPROVAL PROCESS. FORM 990, PART VI, SECTION B, LINE 15 INDUSTRY BENCHMARK STANDARDS AS PROVIDED BY THRID PARTY COMPENSATION CONSULTANTS ARE USED IN DETERMINING SENIOR MANAGEMENT COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS AND OTHER INTERESTED PARTIES OF THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: 161,890. NORTHWEST PLUS MORTGAGE INC 2821 HEWITT AVE EVERETT WA 98201 911520725 MORTGAGE SERVICING WA NORTHWEST PLUS CREDIT UNION C -8518 1.00000 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 NORTHWEST PLUS MORTGAGE INC A 4803 EXP ALLOCATION NORTHWEST PLUS MORTGAGE INC N 72484 EXP ALLOCATION