TY 2013 Form 990 Schedule O

efile Public Visual Render ObjectId: 201401269349301045 - Submission: 2014-05-06 TIN: 91-0639210

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

O BEE CREDIT UNION

Employer identification number

91-0639210

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION IS A CREDIT UNION THAT HAS MEMBERS. AN INDIVIDUAL IS CONSIDERED A MEMBER IF THEY HOLD A SHARE WITH THE CREDIT UNION.
FORM 990, PART VI, SECTION A, LINE 7A	ALL MEMBERS HAVE A VOTE IN ELECTING THE BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 11	AT A BOARD MEETING, THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	ALL NEW OFFICERS, DIRECTORS AND KEY EMPLOYEES MUST ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY IN WRITING. IF THERE ARE ANY CHANGES TO THE PERSON'S EMPLOYMENT OR EXTRA-CURRICULAR ACTIVITIES, THEY ARE REQUIRED TO REPORT THAT TO HUMAN RESOURCES.
FORM 990, PART VI, SECTION B, LINE 15	CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS USING AN OUTSIDE CONSULTANT AND SALARY DATA FROM CUNA. ORGANIZATION'S OFFICERS OR KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE CEO AND VP OF HR USING SALARY DATA FROM CUNA.
FORM 990, PART VI, SECTION C, LINE 19	CERTAIN DOCUMENTS, SUCH AS THE AUDITED FINANCIAL STATEMENTS, ARE AVAILABLE TO MEMBERS UPON REQUEST BY VISITING A BRANCH OFFICE. OTHER DOCUMENTS MAY BE RELEASED UPON WRITTEN REQUEST TO THE BOARD OF DIRECTORS.
FORM 990, PART XII, QUESTION 2B:	THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT FOR THE FISCAL YEAR ENDED MARCH 31, 2013. THE ORGANIZATION DID NOT OBTAIN AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR.
FORM 990, PART XII, LINE 2C:	THE AUDIT COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR.

Return Reference

Explanation

FORM 990, PART VI, SECTION A, LINE 6

THE ORGANIZATION IS A CREDIT UNION THAT HAS MEMBERS. AN INDIVIDUAL IS CONSIDERED A MEMBER IF THEY HOLD A SHARE WITH THE CREDIT UNION.

FORM 990, PART VI, SECTION A, LINE 7A

ALL MEMBERS HAVE A VOTE IN ELECTING THE BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE.

FORM 990, PART VI, SECTION B, LINE 11

AT A BOARD MEETING, THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW.

FORM 990, PART VI, SECTION B, LINE 12C

ALL NEW OFFICERS, DIRECTORS AND KEY EMPLOYEES MUST ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY IN WRITING. IF THERE ARE ANY CHANGES TO THE PERSON'S EMPLOYMENT OR EXTRA-CURRICULAR ACTIVITIES, THEY ARE REQUIRED TO REPORT THAT TO HUMAN RESOURCES.

FORM 990, PART VI, SECTION B, LINE 15

CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS USING AN OUTSIDE CONSULTANT AND SALARY DATA FROM CUNA. ORGANIZATION'S OFFICERS OR KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE CEO AND VP OF HR USING SALARY DATA FROM CUNA.

FORM 990, PART VI, SECTION C, LINE 19

CERTAIN DOCUMENTS, SUCH AS THE AUDITED FINANCIAL STATEMENTS, ARE AVAILABLE TO MEMBERS UPON REQUEST BY VISITING A BRANCH OFFICE. OTHER DOCUMENTS MAY BE RELEASED UPON WRITTEN REQUEST TO THE BOARD OF DIRECTORS.

FORM 990, PART XII, QUESTION 2B:

THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT FOR THE FISCAL YEAR ENDED MARCH 31, 2013. THE ORGANIZATION DID NOT OBTAIN AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR.

FORM 990, PART XII, LINE 2C:

THE AUDIT COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2013

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