2026-05-13T10:06:49-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2025-01-01 930468003 FIRST COMMUNITY CREDIT UNION FIRS 5413962145 200 N ADAMS STREET COQUILLE OR 97423 DAVID ELMER EVP/CFO 5413962145 2026-05-12 1 CHAD SCHRAUFNAGEL P00446922 5032421447 2026-05-12 2025 2025-03-06 01:10:19Z DAVID ELMER 200 N ADAMS STREET COQUILLE OR 97423 81450006 0 X WWW.MYFIRSTCCU.ORG X 1957 OR TO BUILD LASTING FINANCIAL RELATIONSHIPS THROUGH PERSONALIZED BANKING. 13 13 416 16 1837961 0 0 0 57924250 69454938 11259237 9731065 1900799 1837961 71084286 81023964 345724 557603 0 0 30324713 32708248 0 0 0 26088768 27411018 56759205 60676869 14325081 20347095 1676813394 1712779148 1477731079 1492242737 199082315 220536411 TO BUILD LASTING FINANCIAL RELATIONSHIPS THROUGH PERSONALIZED BANKING. 0 0 ALL ACTIVITIES OF A STATE CHARTERED CREDIT UNION, INCLUDING FUNDING AND SERVICING OF LOANS, DEPOSITS, ACH SERVICES, ATM ACCESS, ETC. SERVICES ARE PROVIDED MONDAY THROUGH FRIDAY, WITH THE EXCEPTION OF FEDERAL HOLIDAYS. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1077 0 1 416 1 1 1 0 0 0 0 0 1 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MIKE LEEP EVPCFO 5413962145 200 N ADAMS STREET COQUILLE OR 97423 BRIAN MENEFEE BOARD MEMBER (CHAIRPERSON) 12.00 X X 21500 0 0 JOSEPH DEUTZ BOARD MEMBER (SECRETARY) 12.00 X X 20000 0 0 ROBIN MCALPIN BOARD MEMBER (FORMER CHAIR) 10.00 X 19750 0 0 DENNIS ERICKSON BOARD MEMBER (VICE-CHAIRPERSON) 10.00 X X 18000 0 0 MARY ELLEN ROBBINS BOARD MEMBER (TREASURER) 10.00 X X 18000 0 0 LINDA FURMAN GRILE BOARD MEMBER 10.00 X 18000 0 0 SHAUN HOBACK BOARD MEMBER 10.00 X 18000 0 0 STEVE MOHRLAND BOARD MEMBER 10.00 X 18000 0 0 DAN GIBSON BOARD MEMBER 10.00 X 18000 0 0 HALL THOMAS BOARD MEMBER 10.00 X 18000 0 0 GERALD PRICKETT BOARD MEMBER 10.00 X 18000 0 0 JULIE HARGRAVES BOARD MEMBER 10.00 X 18000 0 0 ELIZABETH DAVIS BOARD MEMBER 10.00 X 0 0 0 DAVID ELMER PRESIDENT/CEO/TREASURER 40.00 X 1164293 0 48835 RENEE NELSON EXECUTIVE VICE PRESIDENT/CGO 40.00 X 649553 0 50710 MIKE LEEP EXECUTIVE VICE PRESIDENT/CFO 40.00 X 371457 0 43940 ELLEN SCRIVEN EXECUTIVE VICE PRESIDENT/COO 40.00 X 371676 0 43852 TED RUBIN VP OF INVESTMENT SERVICES 40.00 X 233461 0 45008 KEVIN ISLEY SVP EBANKING & DEVELOPMENT 40.00 X 283484 0 45085 JEREMY ALGER SVP INFORMATION TECHNOLOGY 40.00 X 280421 0 47356 MINDY REEVES SVP CREDIT ADMINISTRATION 40.00 X 270998 0 46885 ERIN SPENCER SVP COMMUNICATIONS & ENGAG 40.00 X 265815 0 35676 4114408 0 407347 41 0 1 0 HARMON CONSTRUCTION 61393 HWY 101 COOS BAY OR 97420 BUILDING SERVICES 2616812 STN INCORPORATED 4464 WILLOW RD 102 PLEASANTON CA 94588 DATA SERVICES 1065324 DBSI 6950 W MORELOS PL 1 CHANDLER AZ 85226 ITM SUPPORT SERVICES 722828 JACK HENRY & ASSOCIATES INC PO BOX 609 MONETT MO 65708 DATA SERVICES 665855 DELL MARKETING SERVICES PO BOX 802816 CHICAGO IL 60680 DATA SERVICES 643587 32 INTEREST ON LOANS 522100 57141171 57141171 OTHER OPERATING INCOME 522100 12313767 12313767 69454938 9719313 9719313 437794 426042 11752 11752 11752 INSURANCE SALES 524298 1369948 1369948 INVESTMENT SERVICES 523940 312977 312977 NON-MEMBER ATM INCOME 522100 155036 155036 1837961 81023964 69454938 1837961 9731065 482603 75000 2967566 22705704 572576 2530378 3932024 17573 125406 128550 439558 8034282 3451146 2503895 106414 291600 7051118 3528039 350307 PROVISIONS FOR LOSSES 1221500 REGULATORY FEES 116660 ASSOCIATION DUES 44970 60676869 10180578 10607892 94172012 70058786 1752 24139 1101587090 1284181573 2952059 3103702 104461919 23386482 79048026 81075437 336383317 213515574 54953 261756 15088323 14970423 37345284 34979866 1676813394 1712779148 27039519 7844901 683809 765768 1450007751 1483632068 1477731079 1492242737 X 0 0 0 0 199082315 220536411 199082315 220536411 1676813394 1712779148 20347095 1107001 0 X 0 0 0 0 1 X 10463950 10463950 73137257 8591989 64545268 16900078 11222778 5677300 3960634 3571715 388919 81075437 MEMBER SHARES 1483632068 1483632068 PART IV, LINE 2B: FUNDS FOR TAXES AND INSURANCE COLLECTED ON BEHALF OF MEMBERS ARE HELD IN AN ESCROW ACCOUNT AND INCLUDED WITHIN THE BALANCE SHEET. 0 A FAMILY PLACE 930386860 501(C)(3) 25000 0 COMMUNITY SUPPORT DESCHUTES COUNTY 4-H 274016418 501(C)(3) 20240 0 COMMUNITY SUPPORT BEND NORTH LITTLE LEAGUE 931248002 501(C)(3) 20000 0 COMMUNITY SUPPORT UMATILLA COUNTY FAIR 936001993 GOVT 19999 0 COMMUNITY SUPPORT KLAMATH COUNTY ROTARY CLUB 936031803 501(C)(3) 18512 0 COMMUNITY SUPPORT GRANTS PASS ACTIVE CLUB 930883280 501(C)(3) 17282 0 COMMUNITY SUPPORT COOS YOUTH AUCTION COMMITTEE 930915867 501(C)(3) 16594 0 COMMUNITY SUPPORT ROSEBURG ROTARY FOUNDATION 930820636 501(C)(3) 12879 0 COMMUNITY SUPPORT HARNEY COUNTY YOUTH LIVESTOCK 870166300 501(C)(3) 10332 0 COMMUNITY SUPPORT HILLSBORO TUESDAY MARKET PLACE 931249105 501(C)(4) 10000 0 COMMUNITY SUPPORT PLAYEAST 936002161 GOVT 10000 0 COMMUNITY SUPPORT COQUILLE FIRE & RESCUE 931286393 501(C)(3) 10000 0 COMMUNITY SUPPORT JOSEPHINE COUNTY FOUNDATION 465474176 501(C)(3) 10000 0 COMMUNITY SUPPORT LAKE COUNTY ROUND-UP 936002302 501(C)(3) 10000 0 COMMUNITY SUPPORT WASHINGTON COUNTY LIVESTOCK ASSOCIATION 237066062 501(C)(3) 8813 0 COMMUNITY SUPPORT BOYS & GIRLS CLUB 930588108 501(C)(3) 8333 0 COMMUNITY SUPPORT COQUILLE VALLEY CHAMBER 501(C)(6) 8000 0 COMMUNITY SUPPORT KNIGHTS OF COLUMBUS 501(C)(8) 8000 0 COMMUNITY SUPPORT COOS COUNTY FAIR & RODEO 936002289 GOVT 6750 0 COMMUNITY SUPPORT NEWMAN UNITED METHODIST CHURCH 930446526 501(C)(3) 5100 0 COMMUNITY SUPPORT 17 3 SCHOLARSHIPS 25 75000 X X X 0 0 0 DAVID ELMER PRESIDENT/CEO/TREASURER 676834 0 461950 0 25509 0 15500 0 33335 0 1213128 0 0 0 RENEE NELSON EXECUTIVE VICE PRESIDENT/CGO 575594 0 48450 0 25509 0 17375 0 33335 0 700263 0 0 0 ELLEN SCRIVEN EXECUTIVE VICE PRESIDENT/COO 316667 0 29500 0 25509 0 10517 0 33335 0 415528 0 0 0 MIKE LEEP EXECUTIVE VICE PRESIDENT/CFO 317798 0 28150 0 25509 0 10605 0 33335 0 415397 0 0 0 KEVIN ISLEY SVP EBANKING & DEVELOPMENT 259784 0 23700 0 0 0 11750 0 33335 0 328569 0 0 0 JEREMY ALGER SVP INFORMATION TECHNOLOGY 256721 0 23700 0 0 0 14021 0 33335 0 327777 0 0 0 MINDY REEVES SVP CREDIT ADMINISTRATION 247298 0 23700 0 0 0 13550 0 33335 0 317883 0 0 0 ERIN SPENCER SVP COMMUNICATIONS & ENGAG 242115 0 23700 0 0 0 13291 0 22385 0 301491 0 0 0 TED RUBIN VP OF INVESTMENT SERVICES 143231 0 90230 0 0 0 11673 0 33335 0 278469 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EACH PERSON WHO HAS PURCHASED A $1 SHARE AND OPENED AN ACCOUNT WITH THE ORGANIZATION IS A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE ORGANIZATION CAN VOTE FOR THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER OF THE ORGANIZATION CAN VOTE FOR ISSUES THAT ARE BROUGHT BEFORE THE MEMBERSHIP TO BE VOTED ON. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE CHIEF FINANCIAL OFFICER AND IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CREDIT UNION HAS AND MAINTAINS A CONFLICT OF INTEREST POLICY. THE POLICY INCLUDES MEMBERS OF SENIOR AND EXECUTIVE MANAGEMENT AS WELL AS BOARD MEMBERS. IF A CONFLICT OF INTEREST WERE TO ARISE, IT WOULD BE REPORTED AT THE NEXT SCHEDULED BOARD MEETING. VARIOUS CONTROLS ARE IN PLACE TO HELP DETER THESE TYPES OF RELATIONSHIPS OR TRANSACTIONS AND IS MONITORED BY MANAGEMENT. THE POLICY IS REVIEWED ANNUALLY FOR ANY NECESSARY CHANGES OR UPDATES. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL REVIEWS ARE PERFORMED BY THE BOARD FOR THE CEO AT THE BEGINNING OF EACH YEAR, USING SALARY SURVEY DATA. THE PERFORMANCE FOR THE LAST YEAR IS ANALYZED AND PAY INCREASES ARE ADMINISTERED AS DEEMED NECESSARY. 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. FORM 990, PART VI, SECTION C, LINE 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. OREGON FINANCIAL SERVICES LLC 200 N ADAMS STREET COQUILLE OR 97423 930468003 INSURANCE OR 1135381 77109 FCCU