Helena Community Credit Union
- Assets
- $194.0m
- Revenue
- $7.8m
- Investments
- $6.2m
- Employees
- 81
- Location
- Helena, MT
- Founding
- Data as of
- 12/2017
- EIN
- 81-0232791
Organization Overview
Helena Community Credit Union is located in Helena, MT. As of 12/2017, Helena Community Credit Union employed 81 individuals.
For the year ending 12/2017, Helena Community Credit Union generated $7.8m in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 4.5% each year. All expenses for the organization totaled $6.8m during the year ending 12/2017. While expenses have increased by 3.4% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2017
Describe the Organization's Mission:
Part 3 - Line 1
CONSUMER (MEMBER) FINANCIAL SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HELENA COMMUNITY CREDIT UNION PROVIDES A WIDE VARIETY OF FINANCIAL SERVICES. ADDITIONAL SERVICES INCLUDE MUTUAL, MEMBERSHIP BENEFIT PROGRAMS, COUNSELING, FINANCIAL EDUCATION, NEWSLETTERS, DEPOSIT AND LOAN INSURANCE PROTECTION, AND CONSUMER INFORMATION.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Greg Strizich President/ceo | Officer | 40 | $162,561 |
Donald Polly Treasurer | OfficerTrustee | 1 | $0 |
Anna Young Secretary | OfficerTrustee | 1 | $0 |
Jim Mcdonnell Vice-Chairperson | OfficerTrustee | 1 | $0 |
Stan Putnam Chairperson | OfficerTrustee | 1 | $0 |
Tim Crowe Secretary/board Member | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Member Driven Technologies Processing Services | 12/30/17 | $404,689 |
Jack Henry And Associates Card Processing Services | 12/30/17 | $132,902 |
View All Vendors
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $7,011,553 |
| Investment income | $783,213 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $41,243 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,836,009 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $566,118 |
| Compensation of current officers, directors, key employees. | $178,982 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,440,161 |
| Pension plan accruals and contributions | $133,511 |
| Other employee benefits | $255,293 |
| Payroll taxes | $194,316 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $27,308 |
| Fees for services: Accounting | $480,077 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $391,829 |
| Advertising and promotion | $336,313 |
| Office expenses | $193,188 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $351,753 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $228,276 |
| Insurance | $46,281 |
| All other expenses | $164,653 |
| Total functional expenses | $6,785,635 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,625,024 |
| Savings and temporary cash investments | $15,368,029 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $8,410 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $136,971,658 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $5,581,785 |
| Investments—publicly traded securities | $24,456,437 |
| Investments—other securities | $6,249,108 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,727,937 |
| Total assets | $193,988,388 |
| Accounts payable and accrued expenses | $1,180,452 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $170,276,916 |
| Total liabilities | $171,457,368 |
| Unrestricted restricted net Assets | $0 |
| Temporarily restricted net Assets | $0 |
| Permanently restricted net Assets or current funds | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total net assets or fund balances | $22,531,020 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Colorado Visiting Nurse Association Denver, CO | $9,200,201 | $18,812,295 |
Sioux Falls Area Community Foundation Inc Sioux Falls, SD | $199,124,298 | $49,695,361 |
Experience Learning Community Seattle, WA | $145,835,523 | $6,901,514 |
Columbia Wellness Longview, WA | $17,441,036 | $20,127,139 |
Community Living Services Incorporated Fargo, ND | $14,846,307 | $21,923,743 |
Coteau Des Prairies Hospital Sisseton, SD | $13,948,191 | $20,375,565 |
Holladay Park Plaza Inc Portland, OR | $78,859,068 | $20,184,241 |
Turn Community Services Inc Salt Lake City, UT | $11,064,022 | $21,011,664 |
Dove Lewis Emergency Animal Hospital Inc Portland, OR | $16,161,924 | $20,305,884 |
Prairie Ridge Hospital And Health Services Inc Elbow Lake, MN | $29,440,814 | $18,229,906 |
Christian Retirement Services Inc Oaknoll Retirement Residence Iowa City, IA | $128,045,571 | $21,346,549 |
Black Hills Electric Cooperative Inc Custer, SD | $68,564,753 | $23,355,698 |