CREDIT UNIONS IN THE STATE OF WASHINGTON: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS IN THE STATE OF WASHINGTON (EIN 91-0219435)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201303199349310485
- Schema version
- 2012v2.0
- 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
- Form 990
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T14:50:32-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910219435 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNIONS IN THE STATE OF WASHINGTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CRED | NameControl |
| Phone | 2064395700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 97050 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98124 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shawn Mulqueeney | Name |
| Title | Controller | Title |
| Phone | 2064395068 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boeing Employees' Credit Union | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Katherine Elser | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 Gateway Dr | AddressLine1 |
| City | Tukwila | City |
| State | WA | State |
| ZIP Code | 98168 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 546942352 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.becu.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | BECU is a cooperative society organized under Washington law as a nonprofit corporation for the purposes of promoting thrift among its members and creating a source of credit for them at fair and reasonable rates of interest. BECU is dedicated to the philosophy of "people helping people" and will strive to serve its members by providing superior financial products and services. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1349 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 1273823 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 670793 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 471529967 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 516261333 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 32382593 | InvestmentIncomePriorYear |
| Investment Income Current Year | 30203713 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 126813 | OtherRevenuePriorYear |
| Other Revenue Current Year | 119015 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 504039373 | TotalRevenuePriorYear |
| Total Revenue Current Year | 546584061 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2186970 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1684849 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 80392380 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 92762235 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 307300060 | OtherExpensePriorYear |
| Other Expenses Current Year | 310793611 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 389879410 | TotalExpensesPriorYear |
| Total Expenses Current Year | 405240695 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 114159963 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 141343366 | RevenuesLessExpensesCY |
| Total Assets BOY | 9950213245 | TotalAssetsBOY |
| Total Assets EOY | 11094203476 | TotalAssetsEOY |
| Total Liabilities BOY | 9161002368 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10175253253 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 789210877 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 918950223 | NetAssetsOrFundBalancesEOY |
| Mission Description | BECU is a cooperative society organized under Washington law as a nonprofit corporation for the purposes of promoting thrift among its members and creating a source of credit for them at fair and reasonable rates of interest. BECU is dedicated to the philosophy of "people helping people" and will strive to serve its members by providing superior financial products and services. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 405240695 | Expense |
| Grants | 0 | Grants |
| Revenue | 546584061 | Revenue |
| Description | Total 800,736 members, 98,693 new members for 2012; 99,633 loans originated in 2012 totaling $4,662,389,000 | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 405240695 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 211 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1349 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Katherine Elser | NamePerson |
| Telephone Number | 2064395700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 Gateway Drive | AddressLine1 |
| City | Tukwila | City |
| State | WA | State |
| ZIP Code | 98168 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Desiree Serr | ||||||||||
| Board of Directors Chairperson | 7.00 | 0 | X | 0 | 0 | 0 | ||||
| Michael Sweeney | ||||||||||
| Board of Directors Vice Chairperson | 6.50 | 0 | X | 0 | 0 | 0 | ||||
| Brian Abeel | ||||||||||
| Board of Directors & Supervisory Committee Member | 6.00 | 0 | X | 0 | 0 | 0 | ||||
| Steve Brilling | ||||||||||
| Board of Directors Member | 6.50 | 0 | X | 0 | 0 | 0 | ||||
| Michelle Eten | ||||||||||
| Board of Directors & Supervisory Committee Member | 6.50 | 0 | X | 0 | 0 | 0 | ||||
| Porsche Everson | ||||||||||
| Board of Directors Member | 6.00 | 0 | X | 0 | 0 | 0 | ||||
| Denis Farmer | ||||||||||
| Board of Directors Member | 6.00 | 0 | X | 0 | 0 | 0 | ||||
| Robin Krueger | ||||||||||
| Board of Directors & Supervisory Committee Member | 6.00 | 0 | X | 0 | 0 | 0 | ||||
| Roger Mauldin | ||||||||||
| Board of Directors Member | 6.00 | 0 | X | 0 | 0 | 0 | ||||
| Jim Wadhwani | ||||||||||
| Board of Directors Member | 6.00 | 0 | X | 0 | 0 | 0 | ||||
| David Yonce | ||||||||||
| Board of Directors Member & Supervisory Committee Chairperson | 6.50 | 0 | X | 0 | 0 | 0 | ||||
| Parker Cann | ||||||||||
| SVP/General Counsel/Corporate Secretary | 40 | 0 | X | 545755 | 0 | 22072 | X | |||
| Katherine Elser | ||||||||||
| CFO/SVP Finanance & Admin/Corporate Treasurer | 40 | 0 | X | 440147 | 0 | 20736 | X | |||
| John Porter | ||||||||||
| CEO | 40 | 0 | 1370986 | 0 | 7110 | X | ||||
| Butch Leonardson | ||||||||||
| CIO/SVP of Information Technology | 40 | 0 | 562226 | 0 | 21279 | X | ||||
| Michael Strand | ||||||||||
| SVP of Member Operations | 40 | 0 | 488897 | 0 | 17225 | X | ||||
| Tom Berquist | ||||||||||
| SVP of Member Strategies | 40 | 0 | 414167 | 0 | 22645 | X | ||||
| Grace Semingsen | ||||||||||
| SVP of Member Solutions | 40 | 0 | 398372 | 0 | 23859 | X | ||||
| Anne Shannon | ||||||||||
| SVP Human Resources | 40 | 0 | 384691 | 0 | 23222 | X | ||||
| Michael Quamma | ||||||||||
| VP Treasury | 40 | 0 | 287177 | 0 | 20952 | X | ||||
| Jesse Douglas | ||||||||||
| VP Program Management | 40 | 0 | 262473 | 0 | 15845 | X | ||||
| Carolyn Cereghino | ||||||||||
| VP BECU Investment Services | 40 | 0 | 259628 | 0 | 19588 | X | ||||
| Stephen Black | ||||||||||
| VP of Marketing & Community Affairs | 40 | 0 | 250277 | 0 | 19922 | X | ||||
| Gregg Kats | ||||||||||
| VP of Facilities & Risk Management | 40 | 0 | 238232 | 0 | 18335 | X | ||||
| Kyle Welsh | ||||||||||
| VP Technology Services | 40 | 0 | 237049 | 0 | 19086 | X | ||||
| Anastasia Wyss-Schoenborn | ||||||||||
| VP Member Solutions | 40 | 0 | 236212 | 0 | 20974 | X | ||||
| Melanie Walsh | ||||||||||
| VP Member Care | 40 | 0 | 229613 | 0 | 20173 | X | ||||
| Susan Kydd | ||||||||||
| VP/Chief Audit Executive | 40 | 0 | 229559 | 0 | 16856 | X | ||||
| Shawn Mulqueeney | ||||||||||
| VP/Controller | 40 | 0 | 216905 | 0 | 21317 | X | ||||
| Howard Wu | ||||||||||
| VP Virtual Banking | 40 | 0 | 208609 | 0 | 22152 | X | ||||
| Carol Friend | ||||||||||
| VP Portfolio Management | 40 | 0 | 208041 | 0 | 15107 | X | ||||
| Angela Ursino | ||||||||||
| VP Talent Management | 40 | 0 | 196618 | 0 | 20071 | X | ||||
| Robert Stroup | ||||||||||
| VP Member Strategies | 40 | 0 | 189467 | 0 | 17054 | X | ||||
| William Taylor | ||||||||||
| Associate General Counsel | 40 | 0 | 228924 | 0 | 22970 | X | ||||
| Brian Locke | ||||||||||
| Financial Advisor | 40 | 0 | 182688 | 0 | 15277 | X | ||||
| Stacy Hyle | ||||||||||
| Employee Relations Manager | 40 | 0 | 173626 | 0 | 17120 | X | ||||
| Todd Crawford | ||||||||||
| Financial Advisor | 40 | 0 | 171803 | 0 | 13729 | X | ||||
| Kerry Thurman | ||||||||||
| Portfolio Manager | 40 | 0 | 167875 | 0 | 16135 | X | ||||
| Gary Oakland | ||||||||||
| President/CEO - former | 40 | 0 | 4681623 | 0 | 14981 | X | ||||
| Aaron Bresko | ||||||||||
| VP Lending - former | 40 | 0 | 106617 | 0 | 1995 | X | ||||
| Katherine Dykes | ||||||||||
| VP Total Rewards - former | 40 | 0 | 102103 | 0 | 6736 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 13670360 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 534523 | TotalOtherCompensation |
| Number Individuals GT100 K | 163 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| DNA Brand Mechanics | ||||||
| 1932 1st Avenue | Suite 711 | Seattle | WA | 98101 | Branding & Advertising | 4618724 |
| Prime Valuation Services LLC | ||||||
| 8009 34th Ave S | Bloomington | MN | 55425 | Residential Property Evaluations | 916307 | |
| First American Data Tree | ||||||
| PO Box 731211 | Dallas | TX | 753731211 | Property AVMs and BRP review | 841769 | |
| K&L Gates LLP | ||||||
| 925 Fourth Avenue | Suite 2900 | Seattle | WA | 98104 | Legal services | 801147 |
| Slalom LLC | ||||||
| 821 2nd Ave | Suite 1900 | Seattle | WA | 98104 | Consulting | 770318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 25 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Loan Interest Income | 522130 | 336331377 | 336331377 | 0 | $0 |
| Fee Income | 522130 | 113966037 | 112988169 | 977868 | $0 |
| Broker Income | 523000 | 4079963 | 4079963 | 0 | $0 |
| Credit Life Insurance & AD&D Insurance | 524298 | 1515660 | 1515660 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60368296 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60226907 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 141389 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 516261333 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30203713 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $30,203,713 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 207500 | Real |
| Personal | 67524 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 243051 | Real |
| Personal | 115240 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -35551 | Real |
| Personal | -47716 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -83267 | TotalRevenueColumn |
| Related Or Exempt Function Income | -35551 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -47716 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CUSO Investments K-1's | Description |
| Business Code | 900003 | BusinessCode |
| Total Revenue Column | 202282 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 202282 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 202282 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 546584061 | TotalRevenueColumn |
| Related Or Exempt Function Income | 515106525 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1273823 | UnrelatedBusinessRevenue |
| Exclusion | $30,203,713 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1684849 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14848766 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58362164 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7536399 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5995431 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6019475 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838221 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1025327 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4286344 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12681227 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11366022 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15517037 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8886928 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 998104 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1091368 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60982501 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13683707 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481920 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| Provision for Loan Loss | 90855041 |
| Product Cost & Servicing | 60812712 |
| TCCUSF Assessment | 8817133 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18470019 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405240695 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110009670 | BOY |
| EOY | 174777542 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 688847332 | BOY |
| EOY | 586602737 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6763446319 | BOY |
| EOY | 7002225150 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9981871 | BOY |
| EOY | 8797025 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 213623840 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 158123306 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57835089 | BOY |
| EOY | 55500534 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2096393157 | BOY |
| EOY | 3013715994 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29864347 | BOY |
| EOY | 27048758 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193835460 | BOY |
| EOY | 225535736 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9950213245 | BOY |
| EOY | 11094203476 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89715785 | BOY |
| EOY | 112592453 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9071286583 | BOY |
| EOY | 10062660800 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9161002368 | BOY |
| EOY | 10175253253 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 789210877 | BOY |
| EOY | 918950223 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 789210877 | BOY |
| EOY | 918950223 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9950213245 | BOY |
| EOY | 11094203476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 141343366 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 466314 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -12070334 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 33850 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Expended For527 Activities | 33850 | AmtExpendedFor527Activities |
| Amt Of Internal Funds Contributed | 0 | AmtOfInternalFundsContributed |
| Total Exmpt Function Expenditures | 33850 | TotalExmptFunctionExpenditures |
| Form1120 Pol Filed | 1 | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs (57 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Amt Pd From Internal FundsAmtPdFromInternalFunds | Amt Of Contribs Recd DeliveredAmtOfContribsRecdDelivered |
|---|---|---|---|---|---|---|---|
| Annette Clevland for State Senate | |||||||
| 1111 Main St | Suite 400 | Vancouver | WA | 98660 | 454514627 | 250 | 0 |
| Bob Hasegawa for State Senate | |||||||
| PO Box 84331 | Seattle | WA | 98124 | 454697269 | 500 | 0 | |
| Citizens for Christopher Hurst | |||||||
| 62504 Indian Summer Way | Enumclaw | WA | 98022 | 010841227 | 900 | 0 | |
| Citizens for Jim McIntire | |||||||
| PO Box 21941 | Seattle | WA | 98111 | 260820856 | 750 | 0 | |
| Citizens for Steve Bergquist | |||||||
| PO Box 2050 | Renton | WA | 98056 | 454489263 | 450 | 0 | |
| Citizens for Steve Litzow | |||||||
| 7683 SE 27th St | Suite 431 | Mercer Island | WA | 98040 | 262303979 | 400 | 0 |
| Citizens for Vincent Buys | |||||||
| PO Box 25 | Lynden | WA | 98264 | 271476576 | 400 | 0 | |
| Citizens to Re-Elect Lt Governor Brad Owen | |||||||
| PO Box 1426 | Shelton | WA | 98584 | 760843646 | 750 | 0 | |
| Committee to Elect Bruce Dammeier | |||||||
| PO Box 398 | Puyallup | WA | 98374 | 912141093 | 900 | 0 | |
| Committee to Elect Jake Fey | |||||||
| PO Box 1372 | Tacoma | WA | 98401 | 861121642 | 450 | 0 | |
| Committee to elect Jeff Holy | |||||||
| PO Box 40285 | Spokane | WA | 99220 | 455122546 | 350 | 0 | |
| Committee to Elect Jim Hargrove | |||||||
| 556 Ocean Beach Rd | Hoquiam | WA | 98550 | 911520698 | 400 | 0 | |
| Committee to Elect Joel Kretz | |||||||
| 1014 Toroda Creek Rd | Wauconda | WA | 98859 | 721573462 | 650 | 0 | |
| Committee to Elect Sharon Wylie | |||||||
| 1111 Main St | Suite 400 | Vancouver | WA | 98660 | 451965188 | 400 | 0 |
| Committee to Re-Elect Brian Blake | |||||||
| PO Box 1541 | Longview | WA | 98632 | 870699800 | 400 | 0 | |
| Committee to Re-Elect Don Benton | |||||||
| PO Box 5076 | Vancouver | WA | 98668 | 510645142 | 1800 | 0 | |
| Committee to Re-Elect Gary Alexander | |||||||
| PO Box 48 | Olympia | WA | 98507 | 510575921 | 500 | 0 | |
| Committee to Re-Elect Katrina Asay | |||||||
| PO Box 766 | Milton | WA | 98354 | 272777880 | 400 | 0 | |
| Committee to Re-Elect Margaret Haugen | |||||||
| 1268 N Olsen Rd | Camano Island | WA | 98292 | 912085148 | 1400 | 0 | |
| Committee to Re-Elect Rosemay McAuliffe | |||||||
| 22833 Bothell Everett Hwy | 102 PMB 1152 | Bothell | WA | 98021 | 911551416 | 900 | 0 |
| Darneille 2012 | |||||||
| PO Box 7753 | Tacoma | WA | 98417 | 680501492 | 1050 | 0 | |
| Elect Mark Mullett | |||||||
| 2525 NE Park Dr | Suite A | Issaquah | WA | 98029 | 454091046 | 500 | 0 |
| Freeman for State Representative | |||||||
| 1116 SW 318th Pl | Federal Way | WA | 98023 | 113815983 | 350 | 0 | |
| Friends for Ann Rivers | |||||||
| PO Box 957 | La Center | WA | 98629 | 271512372 | 400 | 0 | |
| Friends for Cindy Ryu | |||||||
| PO Box 33548 | Seattle | WA | 98133 | 202771557 | 400 | 0 | |
| Friends of Andy Billig | |||||||
| PO Box 145 | Spokane | WA | 99210 | 271227517 | 350 | 0 | |
| Friends of Cary Condotta | |||||||
| PO Box 40600 | Olympia | WA | 98504 | 710896890 | 900 | 0 | |
| Friends of Cyrus | |||||||
| 929 109th AVE NE | Bellevue | WA | 98004 | 900791775 | 250 | 0 | |
| Friends of David Sawyer | |||||||
| 1002 S 94th ST | Tacoma | WA | 98444 | 453660584 | 1000 | 0 | |
| Friends of Derek Stanford | |||||||
| PO Box 2041 | Bothell | WA | 98041 | 272317624 | 400 | 0 | |
| Friends of Gael | |||||||
| PO Box 9100 | Seattle | WA | 98109 | 371666948 | 650 | 0 | |
| Friends of Hans Dunshee | |||||||
| 1526 Lake View AVE | Snohomish | WA | 98290 | 911729071 | 450 | 0 | |
| Friends of Roger Goodman | |||||||
| 218 Main ST PMB 763 | Kirkland | WA | 98033 | 830458254 | 350 | 0 | |
| Friends of Ross Hunter | |||||||
| PO Box 4204 | Bellevue | WA | 98009 | 043645222 | 900 | 0 | |
| Friends of Shelly Schlumpf | |||||||
| PO Box 73074 | Puyallup | WA | 98373 | 455120832 | 450 | 0 | |
| Friends of Sylvester Cann | |||||||
| PO Box 33090 | Seattle | WA | 98133 | 383863276 | 350 | 0 | |
| Friends of Tina Orwall | |||||||
| 17837 1st AVE S | Normandy Park | WA | 98148 | 453602805 | 500 | 0 | |
| Friends to Elect Eric Pettigrew | |||||||
| PO Box 28660 | Seattle | WA | 98118 | 534801080 | 500 | 0 | |
| Friends to Elect Julie | |||||||
| 14300 NE 20th AVE | D102-272 | Vancouver | WA | 98686 | 272531536 | 350 | 0 |
| Friends to Elect Randi Becker | |||||||
| 44106 14th AVE E | Eatonville | WA | 98328 | 770708976 | 300 | 0 | |
| Friends to Re-Elect Mike Hewitt | |||||||
| 177 Electric AVE | Walla Walla | WA | 98362 | 331084713 | 900 | 0 | |
| House Democratic Campaign Committee | |||||||
| 9445 37th AVE SW | Seattle | WA | 98126 | 916178946 | 900 | 0 | |
| House Republican Organizational Committee | |||||||
| PO Box 7222 | Olympia | WA | 98507 | 916177625 | 900 | 0 | |
| Kirk Pearson for State Senate | |||||||
| 105 Pearson Lane | Monroe | WA | 98272 | 912068453 | 500 | 0 | |
| People for Brian Hatfield | |||||||
| 226 Fir ST | Raymond | WA | 98577 | 431966915 | 400 | 0 | |
| People for Christine Rolfes | |||||||
| 19689 7th AVE NE | PMB 118 | Poulsbo | WA | 98370 | 320172015 | 300 | 0 |
| People for Jessyn | |||||||
| PO Box 20792 | Seattle | WA | 98102 | 454799110 | 350 | 0 | |
| People for Pedersen | |||||||
| 815 First AVE | Suite 111 | Seattle | WA | 98104 | 203979617 | 400 | 0 |
| People for Zach Hudgins | |||||||
| 13725 56th S | Tukwila | WA | 98138 | 810555017 | 500 | 0 | |
| People to Elect Stephanie Bowman | |||||||
| PO Box 84415 | Seattle | WA | 98124 | 000000000 | 750 | 0 | |
| Re-Elect Linda Parlette | |||||||
| PO Box 1251 | Wenatchee | WA | 98801 | 911715910 | 500 | 0 | |
| Re-Elect Pat Sullivan Campaign | |||||||
| 26513 168th PL SE | Covington | WA | 98042 | 043679431 | 650 | 0 | |
| Senate Committee for Mark Schoesler | |||||||
| 1588 E Rosenoff RD | Ritzville | WA | 99169 | 043779321 | 500 | 0 | |
| Senate Democratic Campaign Committee | |||||||
| 123 36th NW ST | Seattle | WA | 98107 | 000000000 | 900 | 0 | |
| Senate Republican Campaign Committee | |||||||
| PO Box 11025 | Olympia | WA | 98508 | 910987396 | 900 | 0 | |
| Steve Kirby Campaign | |||||||
| 9415 Tacoma AVE S | Tacoma | WA | 98444 | 711000906 | 900 | 0 | |
| Von Reichbauer Campaign Committee | |||||||
| PO Box 3737 | Federal Way | WA | 98063 | 000000000 | 250 | 0 | |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P1A_S00_L01 | Identifier |
| Return Reference | Schedule C, Part I-A, Line 1 | ReturnReference |
| Explanation | During 2012, BECU contributed primarily to the election campaigns of various individuals running for Washington State elected positions. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9277392 | OtherCostOrOtherBasis |
| Book Value | 9277392 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 46278230 | OtherCostOrOtherBasis |
| Depreciation | 25976870 | Depreciation |
| Book Value | 20301360 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 21931656 | OtherCostOrOtherBasis |
| Depreciation | 15350892 | Depreciation |
| Book Value | 6580764 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 132988743 | OtherCostOrOtherBasis |
| Depreciation | 115999559 | Depreciation |
| Book Value | 16989184 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3147819 | OtherCostOrOtherBasis |
| Depreciation | 795985 | Depreciation |
| Book Value | 2351834 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 55500534 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Shares & Deposits | Description |
| Amount | $10,062,660,800 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10062660800 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchD_P10_S00_L02 | Identifier |
| Return Reference | Schedule D, Part X, Line 2 | ReturnReference |
| Explanation | The Credit Union is exempt by statute from federal income taxes under the provisions of Section 501 of the Internal Revenue Code of 1954; however, the Credit Union's unrelated business income and subsidiaries are subject to federal income taxes. There were no significant income taxes for the years ended December 31, 2012 and 2011. Accounting principles prescribe a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The Credit Union had no unrecognized tax positions at December 31, 2012 and 2011. It is the Credit Union's policy to record any penalties or interest arising from federal or state taxes as a component of noninterest expense. The Credit Union files exempt organization and unrelated business income tax returns with the federal jurisdiction. The Credit Union is no longer subject to United States federal income tax examination by tax authorities for the year ended on or before December 31, 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (33 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| Express Credit Union | ||||||||||
| PO Box 94286 | Seattle | WA | 98124 | 910573334 | 501 C 14 | 178500 | 0 | Financial Support | ||
| TULIP CO-OP CREDIT UNION | ||||||||||
| PO Box 1243 | Olympia | WA | 985071243 | 421607163 | 501 C 14 | 10000 | 0 | Financial Support | ||
| American Red Cross | ||||||||||
| 2530 Lombard Ave | Everett | WA | 98201 | 910581658 | 501 C 3 | 7800 | 0 | Employee Gift Match | ||
| ANTIOCH UNIVERSITY | ||||||||||
| 2326 Sixth Avenue | Seattle | WA | 98121 | 310536640 | 501 C 3 | 11100 | 0 | Donation/Employee Gift Match | ||
| ARTS FUND | ||||||||||
| 10 HARRISON STREET Suite 200 | Seattle | WA | 98107 | 910839644 | 501 C 3 | 8000 | 0 | Gift Match/Donation | ||
| BECU Foundation | ||||||||||
| 12770 Gateway Drive | Tukwila | WA | 98168 | 911703337 | 501 C 3 | 49935 | 27489 | Cash contributions are in support of BECU Foundation scholarships and non-cash consulting services donated provide administrative operations for the BECU Foundation | Actual Cost | Donation of consulting services |
| BOYS AND GIRLS CLUB OF SNOHOMISH COUNTY | ||||||||||
| 4322 RUCKER | Everett | WA | 98203 | 910549511 | 501 C 3 | 6000 | 0 | Sponsorship | ||
| CATHOLIC HOUSING SERVICES | ||||||||||
| 100 23RD AVENUE SOUTH | Seattle | WA | 981442302 | 911585652 | 501 C 3 | 20000 | 0 | Housing Grant | ||
| COMMUNITY SCHOOLS COLLABORATION | ||||||||||
| 137 SW 154th Street | Burien | WA | 98166 | 200139255 | 501 C 3 | 10000 | 0 | Financial Support/Donation | ||
| EXPRESS ADVANTAGE | ||||||||||
| 1741 4th Ave South Suite A | Seattle | WA | 98134 | 611575044 | 501 C 3 | 11500 | 0 | Employee Gift Match | ||
| FOUNDATION FOR PRIVATE ENTERPRISE EDU | ||||||||||
| 33305 1st Way S Ste B212 | Federal Way | WA | 98003 | 911048245 | 501 C 3 | 11000 | 0 | Donation | ||
| Habitat for Humanity | ||||||||||
| PO Box 88337 | Tukwila | WA | 98138 | 911342397 | 501 C 3 | 82949 | 0 | Donation/Employee Gift Match | ||
| HOMESIGHT | ||||||||||
| 5117 Rainier Ave S | Seattle | WA | 98118 | 943117253 | 501 C 3 | 50000 | 0 | Donation | ||
| HOUSING HOPE | ||||||||||
| 5830 EVERGREEN WAY | Everett | WA | 982033748 | 943060709 | 501 C 3 | 36700 | 0 | Gift match/sponsorship/donation | ||
| IMAGINE HOUSING | ||||||||||
| 10604 NE 38TH PLACE SUITE 25 | Kirkland | WA | 98033 | 943110312 | 501 C 3 | 20000 | 0 | Housing Grant | ||
| IMPACT CAPITAL | ||||||||||
| 401 2nd Ave S Ste 301 | Seattle | WA | 98104 | 943196958 | 501 C 3 | 50500 | 0 | Community Development - Housing Initiatives | ||
| Junior Achievement | ||||||||||
| 1700 Westlake Ave N Suite 400 | Seattle | WA | 98109 | 910604913 | 501 C 3 | 140622 | 0 | Sponsorship/Employee Gift Match | ||
| Lifelong AIDS Alliance | ||||||||||
| 1002 E Seneca St | Seattle | WA | 98122 | 911215715 | 501 C 3 | 32931 | 0 | Employee Gift Match | ||
| Museum of Flight | ||||||||||
| 9404 E MARGINAL WAY S | Seattle | WA | 98108 | 910785826 | 501 C 3 | 10000 | 0 | Donation | ||
| National Credit Union Foundation | ||||||||||
| 5710 Mineral Point Road | Madison | WI | 53705 | 391383650 | 501 C 3 | 39180 | 0 | Callahan Legacy Fund - Financial Education | ASC958 PV of CLUT | |
| Northwest Credit Union Foundation | ||||||||||
| 33301 9th Ave S Suite 200 | Federal Way | WA | 98003 | 910460483 | 501 C 3 | 200000 | 0 | Donation | ||
| PARKVIEW SERVICES | ||||||||||
| 18551 AURORA AVE N SUITE 200 | Shoreline | WA | 98133 | 910828809 | 501 C 3 | 20050 | 0 | Housing Grant | ||
| PLYMOUTH HOUSING GROUP | ||||||||||
| 2113 3rd Ave | Seattle | WA | 98121 | 911122621 | 501 C 3 | 8500 | 0 | Donation/Employee Gift Match | ||
| SEATTLE CENTERAL COMMUNITY COLLEGE FOUND | ||||||||||
| 1701 BROADWAY BE4180 | Seattle | WA | 98122 | 911037870 | 501 C 3 | 6005 | 0 | Sponsorship/gift match | ||
| SEATTLE PARKS AND RECREATION | ||||||||||
| 8061 DENSMORE AVE N | Seattle | WA | 98103 | 510170717 | 501 C 3 | 6000 | 0 | Donation | ||
| Seattle University | ||||||||||
| 901 12th Ave | Seattle | WA | 98122 | 910565006 | 501 C 3 | 50100 | 0 | Sponsorship/Employee Gift Match | ||
| Seattle's Union Gospel Mission | ||||||||||
| PO Box 202 | Seattle | WA | 981110202 | 910595029 | 501 C 3 | 8439 | 0 | Employee Gift Match | ||
| SENIOR SERVICES OF SNOHOMISH COUNTY | ||||||||||
| 8225 AVE W SUITE O | Mukilteo | WA | 982752811 | 910910680 | 501 C 3 | 20000 | 0 | Housing Grant | ||
| Susan G Komen Breast Cancer Foundation | ||||||||||
| 205 N Michigan Av Suite 2630 | Chicago | IL | 606015927 | 751835298 | 501 C 3 | 10325 | 0 | Employee Gift Match | ||
| United Way | ||||||||||
| 720 Second Ave | Seattle | WA | 98104 | 910565555 | 501 C 3 | 5350 | 0 | Employee Gift Match | ||
| WASHINGTON DECA | ||||||||||
| 200 West Mercer Street Suite 207 | Seattle | WA | 98119 | 911308496 | 501 C 3 | 10575 | 0 | Mentor program | ||
| Worldwide Foundation for Credit Unions | ||||||||||
| 5710 Mineral Point Road | Madison | WI | 537054493 | 396093210 | 501 C 3 | 10000 | 0 | Donation | ||
| National Association of State Credit Union Supervisors | ||||||||||
| 1655 N Fort Meyer Dr Suite 650 | Arlington | VA | 22209 | 541167527 | 501 C 6 | 49250 | 0 | Donation | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 30 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | BECU generally asks each of our non-profit grant or donation recipients to provide a brief report. Periodically, BECU will conduct on site visits of grant recipients as well. BECU's gift matching guidelines require the donee organization to provide proof of receipt of funds and their federal tax identification number. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (30 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Parker Cann | ||||||||||||||
| SVP/General Counsel/Corporate Secretary | 306173 | 0 | 233642 | 0 | 5940 | 0 | 9280 | 0 | 12792 | 0 | 567827 | 0 | 0 | 0 |
| Katherine Elser | ||||||||||||||
| CFO/SVP Finanance & Admin/Corporate Treasurer | 270035 | 0 | 168768 | 0 | 1344 | 0 | 8060 | 0 | 12676 | 0 | 460883 | 0 | 0 | 0 |
| Butch Leonardson | ||||||||||||||
| CIO/SVP of Information Technology | 270035 | 0 | 168768 | 0 | 123423 | 0 | 8223 | 0 | 13056 | 0 | 583505 | 0 | 0 | 0 |
| Tom Berquist | ||||||||||||||
| SVP of Member Strategies | 253973 | 0 | 158838 | 0 | 1355 | 0 | 7681 | 0 | 14965 | 0 | 436812 | 0 | 0 | 0 |
| Gary Oakland | ||||||||||||||
| President/CEO | 434465 | 0 | 668650 | 0 | 3736246 | 0 | 11250 | 0 | 3731 | 0 | 4854342 | 0 | 0 | 0 |
| Michael Strand | ||||||||||||||
| SVP of Member Operations | 270035 | 0 | 217518 | 0 | 1344 | 0 | 3093 | 0 | 14132 | 0 | 506122 | 0 | 0 | 0 |
| Grace Semingsen | ||||||||||||||
| SVP of Member Solutions | 243935 | 0 | 152573 | 0 | 1864 | 0 | 7471 | 0 | 16388 | 0 | 422231 | 0 | 0 | 0 |
| Anne Shannon | ||||||||||||||
| SVP Human Resources | 238915 | 0 | 143903 | 0 | 1873 | 0 | 10258 | 0 | 12964 | 0 | 407913 | 0 | 0 | 0 |
| Michael Quamma | ||||||||||||||
| VP Treasury | 209147 | 0 | 76997 | 0 | 1031 | 0 | 3508 | 0 | 17444 | 0 | 308127 | 0 | 0 | 0 |
| Carolyn Cereghino | ||||||||||||||
| VP BECU Investment Services | 186992 | 0 | 71136 | 0 | 1500 | 0 | 6264 | 0 | 13324 | 0 | 279216 | 0 | 0 | 0 |
| William Taylor | ||||||||||||||
| Associate General Counsel | 197991 | 0 | 28114 | 0 | 2819 | 0 | 6149 | 0 | 16821 | 0 | 251894 | 0 | 0 | 0 |
| Jesse Douglas | ||||||||||||||
| VP Program Management | 183752 | 0 | 74741 | 0 | 3980 | 0 | 5737 | 0 | 10108 | 0 | 278318 | 0 | 0 | 0 |
| Carol Friend | ||||||||||||||
| VP Portfolio Management | 172371 | 0 | 34339 | 0 | 1331 | 0 | 5171 | 0 | 9936 | 0 | 223148 | 0 | 0 | 0 |
| Stephen Black | ||||||||||||||
| VP of Marketing & Community Affairs | 180263 | 0 | 68579 | 0 | 1436 | 0 | 4356 | 0 | 15566 | 0 | 270200 | 0 | 0 | 0 |
| Kyle Welsh | ||||||||||||||
| VP Technology Services | 173601 | 0 | 62799 | 0 | 649 | 0 | 5858 | 0 | 13228 | 0 | 256135 | 0 | 0 | 0 |
| Gregg Kats | ||||||||||||||
| VP of Facilities & Risk Management | 172791 | 0 | 64503 | 0 | 938 | 0 | 4853 | 0 | 13482 | 0 | 256567 | 0 | 0 | 0 |
| Anastasia Wyss-Schoenborn | ||||||||||||||
| VP Member Solutions | 170959 | 0 | 64234 | 0 | 1019 | 0 | 7046 | 0 | 13929 | 0 | 257187 | 0 | 0 | 0 |
| Melanie Walsh | ||||||||||||||
| VP Member Care | 168442 | 0 | 60632 | 0 | 539 | 0 | 6862 | 0 | 13311 | 0 | 249786 | 0 | 0 | 0 |
| Shawn Mulqueeney | ||||||||||||||
| VP/Controller | 168646 | 0 | 47670 | 0 | 588 | 0 | 5169 | 0 | 16148 | 0 | 238221 | 0 | 0 | 0 |
| Susan Kydd | ||||||||||||||
| VP/Chief Audit Executive | 167442 | 0 | 59813 | 0 | 2305 | 0 | 5504 | 0 | 11352 | 0 | 246416 | 0 | 0 | 0 |
| Howard Wu | ||||||||||||||
| VP Virtual Banking | 152643 | 0 | 55479 | 0 | 488 | 0 | 4879 | 0 | 17273 | 0 | 230762 | 0 | 0 | 0 |
| Robert Stroup | ||||||||||||||
| VP Member Strategies | 147535 | 0 | 40747 | 0 | 1184 | 0 | 4256 | 0 | 12797 | 0 | 206519 | 0 | 0 | 0 |
| Stacy Hyle | ||||||||||||||
| Employee Relations Manager | 145438 | 0 | 27683 | 0 | 504 | 0 | 4577 | 0 | 12543 | 0 | 190745 | 0 | 0 | 0 |
| Kerry Thurman | ||||||||||||||
| Portfolio Manager | 140825 | 0 | 25118 | 0 | 1932 | 0 | 4650 | 0 | 11486 | 0 | 184011 | 0 | 0 | 0 |
| John Porter | ||||||||||||||
| CEO | 348077 | 0 | 1013533 | 0 | 9376 | 0 | 0 | 0 | 7110 | 0 | 1378096 | 0 | 0 | 0 |
| Angela Ursino | ||||||||||||||
| VP Talent Management | 160414 | 0 | 35645 | 0 | 560 | 0 | 5872 | 0 | 14199 | 0 | 216690 | 0 | 0 | 0 |
| Aaron Bresko | ||||||||||||||
| VP Lending | 17882 | 0 | 63099 | 0 | 25636 | 0 | 1303 | 0 | 692 | 0 | 108612 | 0 | 0 | 0 |
| Katherine Dykes | ||||||||||||||
| VP Total Rewards | 62697 | 0 | 39197 | 0 | 209 | 0 | 3057 | 0 | 3679 | 0 | 108839 | 0 | 0 | 0 |
| Brian Locke | ||||||||||||||
| Financial Advisor | 85691 | 0 | 96680 | 0 | 318 | 0 | 4836 | 0 | 10441 | 0 | 197966 | 0 | 0 | 0 |
| Todd Crawford | ||||||||||||||
| Financial Advisor | 91729 | 0 | 79780 | 0 | 293 | 0 | 5135 | 0 | 8594 | 0 | 185531 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | In 2012, first-class airfare or travel for companions was paid in certain pre-approved circumstances for the CEO, SVP or Directors. In 2012, membership fees for Butch Leonardson and Michael Strand were paid to Rainier Golf & Country Club and membership fees were paid for Butch Leondardson to Columbia Tower Club. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | BECU's executive compensation process includes the following: Annual market analysis which benchmarks each executive position with similar positions in regional and national surveys. The data for the President/CEO position is to the Compensation Committee of the Board of Directors for adjustment and recommendation for approval from the Board of Directors. The data for the Senior Executive positions is provided to the President/CEO for any recommended adjustments. The President/CEO determines annual salary adjustments for each executive by considering responsibilities of each position, individual's experience, performance, career progress and development within the executive salary range. Market analysis is performed each Fall, last one completed November 2012. BECU's compensation program is administered by the Human Resources department and is audited by BECU's Audit Services department. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | The following individuals participated in a non-qualified supplemental retirement plan "SERP" in 2012: John Porter, Parker Cann, Butch Leonardson, Michael Strand, Katherine Elser, Tom Berquist, Grace Semingsen and Anne Shannon. In 2012, Gary Oakland received a distribution from the SERP. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CO-OP Financial Services | |||
| BECU CEO Gary Oakland/Benson Porter is Board Member | 5163218 | ATM Remote Services Fees | 0 |
| Trust For Credit Unions | |||
| BECU CEO Gary Oakland is Board Member | 379380 | Investment Dividend Income | 0 |
| Trust for Credit Unions | |||
| BECU CEO Gary Oakland is Board Member | 10100000 | Purchase of Mutual Fund Investment | 0 |
| Member Loyalty Group | |||
| BECU Officer Grace Semingsen is Board Member | 179990 | Customer Loyalty Metric | 0 |
| Credit Union Student Choice | |||
| BECU Officer Tom Berquist is Board Member | 544762 | Student loan origination, management, and servicing fees | 0 |
| NWCU Alliance | |||
| BECU Officer Grace Semingsen is Board member | 130222 | ATM Network Interchange Income and Expense | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | BECU is a cooperative society organized under Washington law as a nonprofit corporation for the purposes of promoting thrift among its members and creating a source of credit for them at fair and reasonable rates of interest. Membership at BECU is limited to those persons listed in the Field of Membership Appendix to the Bylaws. At all meetings each member with one or more fully paid shares will have one vote subject to certain conditions. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | BECU is a cooperative society organized under Washington law as a nonprofit corporation for the purposes of promoting thrift among its members and creating a source of credit for them at fair and reasonable rates of interest. Membership at BECU is limited to those persons listed in the Field of Membership Appendix to the Bylaws. At all meetings each member with one or more fully paid shares will have one vote subject to certain conditions. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | CFO and Controller review Form 990 prior to filing. A copy of the final version of the Form 990 is distributed to each board member before it is filed for informational purposes. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The Board along with all employees affirms their adherence to BECU's conflict of interest requirements in writing on a yearly basis (called "Annual Code of Ethics Affirmation" form). For Executive Management and the Board, Audit Services monitors for ethics violations through anonymous hot lines and emails. We also monitor for unusual or "related party" transactions with our subsidiaries and our external auditors also test for these types of transactions as part of the annual audit of our financial statements. The Supervisory Committee issues a yearly "whistleblower" letter to all employees encouraging them to report any fraud or abuse by employees or Board Members. Also, along with the yearly re-affirmation of our Code of Ethics, there is a required ethics refresher course. The Code of Ethics policy outlines who and how conflicts are determined and requirements for disclosure and recusal if there is an actual or perceived conflict. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | BECU's executive compensation process includes the following: Annual market analysis which benchmarks each executive position with similar positions in national and regional surveys. The data for the President/CEO position is provided to the Compensation Committee of the Board of Directors for adjustment recommendation and approval to the Board of Directors. The data for the senior executive positions is provided to the President/CEO for any recommended adjustments. The President/CEO determines annual salary adjustments for each executive by considering responsibilities of the position, individual's experience, performance, career progress and development within the executive salary range. Market analysis is performed each year in the fall, last one was completed October 2012. BECU's compensation program is administered by the Human Resources Department and is audited by BECU's Audit Services Department. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | BECU's Bylaws, Corporate Governance Overview and financial reports are posted and available to the public on the becu.org website. |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | Other Comprehensive Income Pension & SERP -$10,178,148; Subsidiary stock transactions -$1,892,584 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECU Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 Gateway Drive | AddressLine1 |
| City | Tukwila | City |
| State | WA | State |
| ZIP Code | 98168 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911703337 | EIN |
| Primary Activities | Scholarships | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 9 PF | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Prime Alliance Solutions Inc | |||||||||||||
| 770 York Ave S | Suite 250 | Edina | MN | 55435 | 912060737 | Mortgage Lending Technologies | WA | Boeing Employees' Credit Union | C | 9562812 | 0 | 0.6 | 1 |
| BECU Trust Company | |||||||||||||
| 12770 Gateway Drive | Tukwila | WA | 98168 | 161653592 | Trust Services | WA | Boeing Employees' Credit Union | C | 1649621 | 2195035 | 1 | 1 | |
| Charitable Lead Unitrust | |||||||||||||
| 12770 Gateway Drive | Tukwila | WA | 98168 | Charitable contributions to National Credit Union Foundation | WA | Boeing Employees' Credit Union | T | 1 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Prime Alliance Solutions Inc | ||
| m | 601975 | Actual amounts |
| BECU Foundation | ||
| b | 77424 | Actual amount |
| Charitable Lead Unitrust | ||
| r | 1000000 | Actual amount |
| Prime Alliance Solutions Inc | ||
| a-i | 300700 | Accrued interest based on promissory note amortization schedule |
| Prime Alliance Solutions Inc | ||
| s | 10000000 | Actual amount of promissory note principal balance paid |
| BECU Trust Company | ||
| a-iv | 67228 | Actual amount per contractual agreement |
| BECU Trust Company | ||
| q | 583307 | Total of actual amount of vendor payments processed |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Extension granted to 11/15/2013. | Explanation |