2013-06-25T13:08:41-05:00 2012-12-31 850234701 BARRACLOUGH & ASSOCIATES PC PO BOX 1847 SANTA FE NM 87504 990 2012-01-01 856010733 STATE EMPLOYEES CREDIT UNION OF NM STAT 5059543403 813 ST MICHAELS DRIVE SANTA FE NM 87505 HAROLD K DIXON 5059543403 2013-06-24 1 JOHN E BARRACLOUGH JR CPA P00287935 5059833387 2012 2016-02-25 16:41:14Z HAROLD K DIXON 813 ST MICHAELS DR SANTA FE NM 87505 24141376 0 X WWW.SECUNM.ORG X 1958 NM NEW MEXICO STATE-CHARTERED CREDIT UNION PROVIDING FINANCIAL SERVICES TO ITS MEMBERS AS PROVIDED BY THE NEW MEXICO CREDIT UNION ACT. 7 7 144 0 0 0 0 0 21197225 20843489 1263059 997519 0 0 22460284 21841008 0 0 0 0 7032966 7804586 0 0 0 10681241 9178111 17714207 16982697 4746077 4858311 307581721 330069751 278811100 296581228 28770621 33488523 NEW MEXICO STATE CHARTERED CREDIT UNION PROVIDING FINANCIAL SERVICES TO ITS MEMBERS AS PROVIDED BY THE NEW MEXICO CREDIT UNION ACT. 0 0 NEW MEXICO STATE CHARTERED CREDIT UNION PROVIDING FINANCIAL SERVICES TO ITS MEMBERS AS PROVIDED BY THE NEW MEXICO CREDIT UNION ACT. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 19250 0 1 144 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NM X THE ORGANIZATION 5059543403 813 ST MICHAELS DRIVE SANTA FE NM 87505 ANDREW CHAVEZ 1.00 X 0 0 0 PAMELA GONZALES 1.00 X 0 0 0 LORRIE LUJAN 1.00 X 0 0 0 ROSEMARY WICKARD 1.00 X 0 0 0 JERRY RAEL 1.00 X 0 0 0 MICHAEL DURAN 1.00 X 0 0 0 JOANNE VIGIL COPPLER 1.00 X 0 0 0 HAROLD K DIXON 40.00 X 215200 0 141932 DWAYNE HERRERA 40.00 X 135066 0 41144 EMILIO ATENCIO 40.00 X 89177 0 0 DEBORAH SPARKS 40.00 X 75188 0 22146 RICHARD SCHAEFER 40.00 X 119333 0 0 MARK SADOWSKI 40.00 X 51326 0 0 685290 0 205222 3 0 1 0 JC DIXON CONSTRUCTION 280 DEL NORTE COURT BOSQUE FARMS NM 87068 CONSTRUCTION 2156002 ALLIED SOLUTIONS 1320 CITY CENTER DRIVE CARMEL IN 46032 CPI INSURANCE 1485201 PRESBYTERIAN HEALTH PLAN 2501 BUENA VISTA SE ALBUQUERQUE NM 87106 HEALTH CARE INSURANCE 882755 CUNA MUTUAL GROUP 5910 MINERAL POINT RD MADISON WI 53701 DEF BENFIT PLAN 563357 MINNESOTA LIFE 400 ROBERT STREET NORTH ST PAUL MN 55101 LIFE & AD&D LOAN INS. 293462 14 LOAN INCOME 522100 13645642 13645642 FEE INCOME 522100 6620382 6620382 NON-INTEREST INCOME 522100 577465 577465 20843489 970556 970556 2327331 2300368 26963 26963 26963 21841008 21841008 0 0 685290 4604991 1198609 916402 399294 816376 470411 561168 563066 90327 27736 603086 117537 DIVIDENDS PAID TO MEMBE 2273915 OPERATING FEES 1419918 PROVISION FOR LOAN LOSS 1150000 OTHER 810259 274312 16982697 17827249 13236506 800059 767146 1756942 1943323 210721935 235015186 17046023 3628640 11173088 13417383 51180943 50748267 3383100 3793038 10738405 11148902 307581721 330069751 5061488 5913563 273749612 290667665 278811100 296581228 X 0 0 0 0 28770621 33488523 28770621 33488523 307581721 330069751 X 4858311 -18877 -121532 X X 0 1 X 1 0 4519175 4519175 7738388 883907 6854481 2056873 644828 1412045 2731587 2099905 631682 13417383 SHARES AND DEPOSITS 290667665 290667665 X 21841008 0 21841008 0 21841008 16982695 0 16982695 0 16982695 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: NO UNCERTAIN TAX POSITIONS. 1 X X 0 1 0 HAROLD K DIXON 201888 0 9412 0 3900 0 141932 0 0 0 357132 0 0 0 DWAYNE HERRERA 135066 0 0 0 0 0 41144 0 0 0 176210 0 0 0 EMILIO ATENCIO LOC X 15000 10180 0 1 1 EMILIO ATENCIO NEW VEHICLE X 49569 28495 0 1 1 EMILIO ATENCIO RV X 48085 45988 0 1 1 GREG CHAVEZ USED VEHICLE X 20324 10321 0 1 1 HAROLD K DIXON FIRST MORTGAGE X 570000 553115 0 1 1 MICHAEL DURAN LOC X 20000 17749 0 1 1 MICHAEL DURAN FIRST MORTGAGE X 242000 231887 0 1 1 MICHAEL DURAN FIRST MORTGAGE X 172000 170284 0 1 1 PAMELA GONZALES MOTORCYCLE X 38000 28262 0 1 1 PAMELA GONZALES OTHER SECURED X 71486 65050 0 1 1 PAMELA GONZALES USED VEHICLE X 10418 7018 0 1 1 PAMELA GONZALES CD SECURED X 103970 97946 0 1 1 TED GONZALES COMMERCIAL MORTGAGE X 250000 215267 0 1 1 TED GONZALES USED VEHICLE X 12009 10884 0 1 1 DWAYNE HERRERA USED VEHICLE X 24000 10242 0 1 1 DWAYNE HERRERA FIRST MORTGAGE X 145350 143576 0 1 1 KEN KIRK FIRST MORTGAGE X 90000 83090 0 1 1 KEN KIRK USED VEHICLE X 9782 8270 0 1 1 LORENCITA LUJAN FIRST MORTGAGE X 98376 80654 0 1 1 LORENCITA LUJAN CD SECURED X 4916 4916 0 1 1 JERRY RAEL SECURED LOC X 22400 20216 0 1 1 RICHARD SCHAEFER FIRST MORTGAGE X 115737 90376 0 1 1 ROSEMARY WICKARD UNSECURED X 9953 9537 0 1 1 1943323 JIM DIXON BROTHER OF PRESIDENT 2150637 CONSTRUCTION 0 TED GONZALES SUPERVISORY COMMITTEE FORMER CHAIR 23210 ADVERTISING 0 KEN KIRK SUPERVISORY COMMITTEE MEMBER 13975 STORAGE RENTAL 0 FORM 990, PART VI, SECTION A, LINE 6 THE CREDIT UNION IS OWNED AND GOVERNED BY ITS MEMBERS. MEMBERS OWN SHARES, ELECT BOARD MEMBERS, AND VOTE ON ISSUES SUCH AS MERGERS AND CHARTER CONVERSIONS. BOARD AND MANAGEMENT DECISIONS AFFECT FEES MEMBERS PAY, INTEREST RATES THEY ARE CHARGED FOR LOANS, SERVICES THE CREDIT UNION OFFERS AND WHETHER MEMBERS RECEIVE DIVIDENDS. FORM 990, PART VI, SECTION A, LINE 7A THE CREDIT UNION IS OWNED AND GOVERNED BY ITS MEMBERS. MEMBERS OWN SHARES, ELECT BOARD MEMBERS, AND VOTE ON ISSUES SUCH AS MERGERS AND CHARTER CONVERSIONS. BOARD AND MANAGEMENT DECISIONS AFFECT FEES MEMBERS PAY, INTEREST RATES THEY ARE CHARGED FOR LOANS, SERVICES THE CREDIT UNION OFFERS AND WHETHER MEMBERS RECEIVE DIVIDENDS. FORM 990, PART VI, SECTION A, LINE 7B THE CREDIT UNION IS OWNED AND GOVERNED BY ITS MEMBERS. MEMBERS OWN SHARES, ELECT BOARD MEMBERS, AND VOTE ON ISSUES SUCH AS MERGERS AND CHARTER CONVERSIONS. BOARD AND MANAGEMENT DECISIONS AFFECT FEES MEMBERS PAY, INTEREST RATES THEY ARE CHARGED FOR LOANS, SERVICES THE CREDIT UNION OFFERS AND WHETHER MEMBERS RECEIVE DIVIDENDS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY AN OUTSIDE PREPARER AND GIVEN TO THE PRINCIPAL OFFICER AND BOARD TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ADHERENCE TO CREDIT UNION REGULATIONS FORM 990, PART VI, SECTION B, LINE 15 APPROVAL BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE FOR REVIEW ON REQUEST AT THE CREDIT UNION. FORM 990, PART VI, SECTION C, LINE 19 CREDIT UNION MEMBERS CAN OBTAIN INFORMATION ABOUT THEIR CREDIT UNION BY ATTENDING THE ANNUAL MEETING FOR THE MEMBERSHIP, SPECIFICALLY REQUESTING INFORMATION FROM THE CREDIT UNION, READING CREDIT UNION NEWSLETTERS, AND ACCESSING INFORMATION ON THEIR CREDIT UNION'S WEBSITE. AVAILABLE UPON REQUEST: 1) ARTICLES OF INCORPORATION AND BYLAWS 2) FINANCIAL STATEMENTS 3) IRS FORM 990 INFORMATION RETURN 4) NON-CONFIDENTIAL PAGES OF QUARTERLY CALL REPORTS AND ALSO AVAILABLE ONLINE AT THE NCUA WEBSITE. PROVIDED AT ANNUAL MEETING: 1) AMENDMENTS TO BYLAWS OR ARTICLES OF INCORPORATION 2) SUMMARY OF ANNUAL SUPERVISORY COMMITTEE PROCEDURES AND ANNUAL AUDIT CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET CHANGE IN DEFINED BENEFIT OBLIGATIONS -121,532. THE SUPERVISORY COMMITTEE SELECTS THE INDEPENDENT AUDITING FIRM AND REVIEWS THE AUDITING FINANCIAL STATEMENTS WITH OUTSIDE ACCOUTING FIRM.