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.
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 |
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 |
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 |
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