Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2017
Open to Public Inspection
Name of the organization
Strait-View Credit Union
 
Employer identification number

91-0461936
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) FRED OAKLEY JR Board Mbr Visa   X 10,500 1,084   No Yes   Yes  
(2) LAVONNE ELZNER Board Mbr 15 Subaru   X 33,362 22,312   No Yes   Yes  
(3) LAVONNE ELZNER Board Mbr Visa   X 1,500 1,151   No Yes   Yes  
(4) MICHAEL A GREEN Board Mbr Visa   X 12,000 3   No Yes   Yes  
(5) ALAN SLIND Board Mbr Visa   X 8,000 686   No Yes   Yes  
(6) LORI FREDERICK VP Van Loan   X 52,517 40,638   No Yes   Yes  
(7) LORI FREDERICK VP Prk Model   X 61,288 60,178   No Yes   Yes  
(8) LORI FREDERICK VP Car Loan   X 23,970     No Yes   Yes  
(9) LORI FREDERICK VP Jet Ski   X 12,583 11,852   No Yes   Yes  
(10) LORI FREDERICK VP VISA   X 6,000 3,321   No Yes   Yes  
(11) LORI FREDERICK VP Spa Loan   X 6,895     No Yes   Yes  
(12) LORI FREDERICK VP VISA   X 8,000 6,355   No Yes   Yes  
(13) LORI FREDERICK VP Car Loan   X 27,391 21,903   No Yes   Yes  
(14) LORI FREDERICK VP PU Loan   X 24,000 19,425   No Yes   Yes  
(15) LORI FREDERICK VP Mortgage   X 108,000 104,681   No Yes   Yes  
(16) FRED OAKLEY Board Mbr RV Loan   X 37,900     No Yes   Yes  
(17) FRED OAKLEY Board Mbr 04 Chev   X 5,950 4,714   No Yes   Yes  
(18) FRED OAKLEY Board Mbr 14 Camry   X 19,399 15,823   No Yes   Yes  
(19) BECKY MONTGOMERY Board Mbr VISA   X 3,000     No Yes   Yes  
(20) VIK SCHIMSCHAL Board Mbr VISA   X 10,000 45   No Yes   Yes  
(21) LARRY BRISBIN Board Mbr Mortgage   X 110,000 101,712   No Yes   Yes  
(22) CHUCK LOCKHART Board Mbr VISA   X 25,000 24,760   No Yes   Yes  
(23) CHUCK LOCKHART Board Mbr Mortgage   X 223,500 215,885   No Yes   Yes  
Total ...............Small Bullet $ 656,528
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2017
Page 2
Schedule L (Form 990 or 990-EZ) 2017
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2017


Additional Data


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