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Nonprofit · EIN 87-0239728

CREDIT UNIONS CHARTERED IN THE STATE OF UTAH

Also known as P AND S

Tax-exempt · SALT LAKE CTY, UT 84119

Financials

$1.3M$952K2023
Revenue Expenses · by fiscal year end
Financials of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990$1,268,075$952,272$315,803$23,212,757$21,064,550$2,148,207
Financial details: 990 for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,089,202
Investment income
$178,873
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$174,296
Compensation of officers, directors and key employees
$99,138
Other salaries and wages
$206,385
Salaries, compensation and benefits (total)
$356,953
Professional fundraising fees
$0
Occupancy
$33,749
Travel
$5,661
Depreciation
$17,818
Program services (functional)
$952,272

Balance sheet and other

Total assets, start of year
$19,521,627
Total assets, end of year
$23,212,757
Total liabilities, end of year
$21,064,550
Net assets, end of year
$2,148,207
Land, buildings and equipment
$36,006
Gross receipts
$1,268,075
Employees
9
Volunteers
7
Year formed
1956
State of legal domicile
UT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
TAMMY MORGANPresident & CEO
Officer
40$99,138
JASON JACOBSONBOARD MEMBER
Trustee or director
1$0
KELLY BAKERBOARD MEMBER
Trustee or director
1$0
LAURA THACKERAYSecretary
Trustee or director
1$0
JEREMY HASLAMVICE CHAIRMAN
Trustee or director
2$0
RICK BUCHANANBOARD MEMBER
Trustee or director
1$0
AUDREY HORTINBOARD MEMBER
Trustee or director
1$0
CONNIE NIELSENSUPERVISORY COM
Trustee or director
1$0
ALLEN ROBINSChairman
Trustee or director
2$0

Address and contacts

Address (IRS master file)
2250 S REDWOOD RD STE 6, SALT LAKE CTY, UT 84119-1356
Principal officer (990 for 2023)
TAMMY MORGAN, 2250 S REDWOOD ROAD STE 6, SALT LAKE CITY, UT 84119
Signed the 990
TAMMY MORGAN, President & CEO
Phone
(801) 973-0575
Return prepared by
SMITH POWELL & COMPANY LLC

Mission

CREDIT UNION / FINANCIAL SERVICES - WHERE PEOPLE AND SERVICE MATTER

990 for the year ended December 31, 2023

Program accomplishments

  • NON-PROFIT FEDERALLY INSURED STATE CHARTERED CREDIT UNION
    Expenses $952,272 · revenue $1,268,075

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025Not on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-0239728
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1956
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$23,212,757
Income (IRS master file)
$1,268,075

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2023$1,268,075$952,272$23,212,757XML
990December 2022$818,440$706,144$19,521,627IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0239728).

Questions about CREDIT UNIONS CHARTERED IN THE STATE OF UTAH

What is the EIN of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH?
The employer identification number (EIN) of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH is 87-0239728.
Is CREDIT UNIONS CHARTERED IN THE STATE OF UTAH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1956.
Are donations to CREDIT UNIONS CHARTERED IN THE STATE OF UTAH tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CREDIT UNIONS CHARTERED IN THE STATE OF UTAH file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CREDIT UNIONS CHARTERED IN THE STATE OF UTAH last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2023.
Who is the principal officer of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH?
The 990 for the year ended December 31, 2023 names TAMMY MORGAN.
Who are the officers and directors of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH?
The 990 for the year ended December 31, 2023 lists 9 people; 1 received compensation from the organization, the highest $99,138 (TAMMY MORGAN, President & CEO).
How much revenue does CREDIT UNIONS CHARTERED IN THE STATE OF UTAH have?
On its 990 for the year ended December 31, 2023 it reported revenue of $1,268,075, expenses of $952,272 and total assets of $23,212,757 at year end.

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