FIRST COMMUNITY CREDIT UNION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FIRST COMMUNITY CREDIT UNION (EIN 93-0468003)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-17
- IRS object ID
- 201242929349300319
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-10-17T16:01:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930468003 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMUNITY CREDIT UNION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIRS | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS STREET | AddressLine1 |
| City | COQUILLE | City |
| State | OR | State |
| ZIP Code | 97423 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID ELMER | Name |
| Title | PRESIDENTCEO | Title |
| Date Signed | 2012-10-17 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMUNITY CREDIT UNION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID ELMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1 |
| City | COQUILLE | City |
| State | OR | State |
| ZIP Code | 97423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28050450 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | true | AllAffiliatesIncluded |
| Group Exemption Number | 0728 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.MYFIRSTCCU.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO BUILD LASTING FINANCIAL RELATIONSHIPS THROUGH PERSONALIZED BANKING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 310 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 909975 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17851948 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19597569 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 487907 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1079402 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6512087 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7373479 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24851942 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28050450 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20915 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20340 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10275742 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11892868 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12707744 | OtherExpensePriorYear |
| Other Expenses Current Year | 13420188 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23003826 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25333971 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1848116 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2716479 | RevenuesLessExpensesCY |
| Total Assets BOY | 404148978 | TotalAssetsBOY |
| Total Assets EOY | 709267683 | TotalAssetsEOY |
| Total Liabilities BOY | 368313768 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 647488375 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35835210 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 61779308 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO BUILD LASTING FINANCIAL RELATIONSHIPS THROUGH PERSONALIZED BANKING | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Activity Code | 522130 | ActivityCode |
| Expense | 25333971 | Expense |
| Description | ALL ACTIVITIES OF A STATE CHARTERED CREDIT UNION. | Description |
| Total Program Service Expense | 25333971 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8365 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 310 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RENEE NELSON SVPCFO | NamePerson |
| Telephone Number | 5413961103 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1 |
| City | COQUILLE | City |
| State | OR | State |
| ZIP Code | 97423 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BRIAN MENEFEE | ||||||||
| BOARD MEMBER (CHAIRMAN) | 1 | X | X | 0 | 0 | 0 | ||
| FRANK SPROUL | ||||||||
| BOARD MEMBER (VICE CHAIRMAN) | 1 | X | X | 0 | 0 | 0 | ||
| MARY ELLEN ROBBINS | ||||||||
| BOARD MEMBER (SECRETARY) | 1 | X | X | 0 | 0 | 0 | ||
| ELIZABETH DAVIS | ||||||||
| BOARD MEMBER (TREASURER) | 1 | X | X | 0 | 0 | 0 | ||
| DENNIS ERICKSON | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| DAN GIBSON | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| LINDA RUMAN GRILE | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| PAT KERKOW | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| ROBIN MCALPIN | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| GERALD PRICKETT | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| LESLIE WEIMER | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| STEVE MOHRLAND | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| HALL THOMAS | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| SHAUN HOBACK | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| HOWARD MCCUSKER | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| JUNE CHADBOURNE | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| HARVEY DENNEY | ||||||||
| BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | ||
| DAVID ELMER | ||||||||
| PRESIDENTCEOTREASURER | 40 | X | 268142 | 0 | 26274 | X | ||
| RENEE NELSON | ||||||||
| SENIOR VICE PRESIDENTCFO | 40 | X | 248688 | 0 | 62274 | X | ||
| JOHN NICOLAUS | ||||||||
| VICE PRESIDENT - INVESTMENT SERVICES | 40 | 226637 | 0 | 26274 | X | |||
| DENISE HILL | ||||||||
| SENIOR VICE PRESIDENT | 40 | 157880 | 0 | 10791 | X | |||
| KATHRYN JACKSON | ||||||||
| VICE PRESIDENT - REAL ESTATE | 40 | 114729 | 0 | 13627 | X | |||
| WENDY OSGOOD | ||||||||
| REGIONAL VICE PRESIDENT | 40 | 106495 | 0 | 17458 | X | |||
| CHARLA ZELTVAY | ||||||||
| PRESIDENTCEO | 40 | X | 93752 | 0 | 29635 | X | ||
| PEGGY MULL | ||||||||
| SENIOR VICE PRESIDENTCOO | 40 | X | 65726 | 0 | 22731 | X | ||
| SUSAN CALLICOATT | ||||||||
| SENIOR VICE PRESIDENTCFO | 40 | X | 46922 | 0 | 17852 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1328971 | TotalReportableCompFromOrg |
| Total Other Compensation | 226916 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LIFEWISE HEALTH PLAN OF OREGON | |||||
| PO BOX 91060 | SEATTLE | WA | 98111 | INSURANCE | 1321271 |
| JACK HENRY ASSOCIATES | |||||
| PO BOX 503328 | ST LOUIS | MS | 63150 | SERVICE PRODUCTS | 377125 |
| KAYE SMITH | |||||
| PO BOX 956 | RENTON | WA | 98057 | PRINTING SERVICES | 258990 |
| CENTURYLINK | |||||
| PO BOX 4300 | CAROL STREAM | IL | 60197 | PHONEDATA SERVICES | 192491 |
| NETWORK COMPUTING ARCHITECTS | |||||
| DEPT 1494 | DENVER | CO | 80291 | COMPUTER SERVICES | 189784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST ON LOANS | Description |
| Business Code | 522130 | BusinessCode |
| Total Revenue Column | 19597569 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19597569 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19597569 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1067019 | TotalRevenueColumn |
| Exclusion | $1,067,019 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 64583 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 64583 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64583 | TotalRevenueColumn |
| Exclusion | $64,583 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 786752 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 774369 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 12383 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12383 | TotalRevenueColumn |
| Exclusion | $12,383 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| INSURANCE SALES | 524290 | 323642 | 323642 |
| NON-MEMBER ATM INCOME | 522130 | 84982 | 84982 |
| INVESTMENT SERVICES | 523900 | 501351 | 501351 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6398921 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6398921 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7308896 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28050450 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25996490 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 909975 | UnrelatedBusinessRevenue |
| Exclusion | $1,143,985 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20915 | Total |
| Program Services | 20915 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 883515 | Total |
| Program Services | 883515 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8391536 | Total |
| Program Services | 8391536 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331555 | Total |
| Program Services | 331555 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 961665 | Total |
| Program Services | 961665 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1324597 | Total |
| Program Services | 1324597 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90091 | Total |
| Program Services | 90091 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59067 | Total |
| Program Services | 59067 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37500 | Total |
| Program Services | 37500 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113214 | Total |
| Program Services | 113214 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399260 | Total |
| Program Services | 399260 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 708684 | Total |
| Program Services | 708684 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720307 | Total |
| Program Services | 720307 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 955303 | Total |
| Program Services | 955303 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62608 | Total |
| Program Services | 62608 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141294 | Total |
| Program Services | 141294 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 835536 | Total |
| Program Services | 835536 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109437 | Total |
| Program Services | 109437 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS | Description |
| Total | 9187887 | Total |
| Program Services | 9187887 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25333971 | Total |
| Program Services | 25333971 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3760267 | BOY |
| EOY | 8544058 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78628462 | BOY |
| EOY | 143309936 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34084 | BOY |
| EOY | 55097 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282466703 | BOY |
| EOY | 419171050 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371913 | BOY |
| EOY | 737217 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35017620 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7203396 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22154669 | BOY |
| EOY | 27814224 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 74610243 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 952294 | BOY |
| EOY | 1904146 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 9282371 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15780586 | BOY |
| EOY | 23839341 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404148978 | BOY |
| EOY | 709267683 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8387137 | BOY |
| EOY | 5693586 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 359926631 | BOY |
| EOY | 641794789 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 368313768 | BOY |
| EOY | 647488375 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35835210 | BOY |
| EOY | 61779308 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35835210 | BOY |
| EOY | 61779308 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404148978 | BOY |
| EOY | 709267683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2716479 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 23227619 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7535418 | OtherCostOrOtherBasis |
| Book Value | 7535418 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19164536 | OtherCostOrOtherBasis |
| Depreciation | 1855045 | Depreciation |
| Book Value | 17309491 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4609486 | OtherCostOrOtherBasis |
| Depreciation | 3405393 | Depreciation |
| Book Value | 1204093 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3708180 | OtherCostOrOtherBasis |
| Depreciation | 1942958 | Depreciation |
| Book Value | 1765222 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27814224 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBER SHARES | Description |
| Amount | $641,794,789 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 641794789 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COQUILLE SCHOOL DISTRICT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1366 N GOULD | AddressLine1 |
| City | COQUILLE | City |
| State | OR | State |
| ZIP Code | 97423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3( | IRCSection |
| Amount Of Cash Grant | 9915 | AmountOfCashGrant |
| Method Of Valuation | BOOD VALUE | MethodOfValuation |
| Purpose Of Grant | EQUIPMENTATHLETICS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|
| DAVID ELMER | |||||
| 250600 | 17542 | 8250 | 18024 | 294416 | |
| RENEE NELSON | |||||
| 200000 | 12718 | 44250 | 18024 | 310962 | 35970 |
| JOHN NICOLAUS | |||||
| 226637 | 8250 | 18024 | 252911 | ||
| DENISE HILL | |||||
| 148875 | 9005 | 4736 | 6055 | 168671 | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART VI SECTION A 6 7A & 7B EACH PERSON WHO HAS PURCHASED A 1 SHARE AND OPENED AN ACCOUNT WITH THE ORGANISATION IS A MEMBER. EACH MEMBER OF THE ORGANIZATION CAN VOTE FOR THE MEMBERS OF THE BOARD OF DIRECTORS AS WELL AS OTHER ISSUES THAT ARE BROUGHT BEFORE THE MEMBERSHIP TO BE VOTED ON. PART VI SECTION B 11B THE FORM 990 IS PREPARED BY THE ACCOUNTING MANAGER. IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND IS THE PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW. PART VI SECTION B 12C THE BOARD & OFFICERS REGULARLY REVIEW AND CONSISTENTLY ENFORCE THE POLICIES OF THE ORGANIZATION. THE POLICIES ARE REVIEWED ANNUALLY AND AS NEEDED ON A CASE BY CASE BASIS. THE POLICIES ARE POSTED ON THE ORGANIZATIONS INTRANET FOR EMPLOYEE REFERENCE. PART VI SECTION B 15A & 15B ANNUAL REVIEWS ARE PERFORMED BY THE BOARD FOR THE CEO AT THE END OF EACH YEAR USING SALARY SURVEY DATA. THE PERFORMANCE FOR THE LAST YEAR IS ANALYZED AND PAY INCREASES ARE ADMINISTERED AS DEEMED NECASSARY. THE CEO DOES THE SAME ANNUAL REVIEW PROCESS WITH THE OTHER OFFICERS OF THE ORGANIZATION AND ALSO ADMINISTERS ANY BOARD APPROVED SALARY INCREASES AS WARRANTED. PART VI SECTION C 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST AS WELL AS THE MONTHLY FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ARE ALSO POSTED IN THE BRANCHES FOR REVIEW BY THE PUBLIC. PART XI 5 CHANGES IN EQUITY DURING THE YEAR COVERED BY THE FORM 990 INCLUDE EQUITY ACQUIRED IN A MERGER WHICH TOTALS 22900000 AND THE ELECTION TO SWITCH TO THE FAIR VALUE METHOD OF VALUING MORTGAGE SERVICING RIGHTS WHICH CREATED AN INCREASE OF 327619 TO EQUITY. | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON FINANCIAL SERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS | AddressLine1 |
| City | COQUILLE | City |
| State | OR | State |
| ZIP Code | 97423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930568003 | EIN |
| Primary Activity | INSURANCE | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | LLC | TypeOfEntity |
| Share Of Total Income | -44424 | ShareOfTotalIncome |
| Share Of EOY Assets | 26090 | ShareOfEOYAssets |
| Percentage Ownership | 1.0 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OREGON FINANCIAL SERVICES LLC | ||
| M | 24287 | COST BASIS |
| OREGON FINANCIAL SERVICES LLC | ||
| N | 221417 | COST BASIS |