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
COASTHILLS CREDIT UNION
 
Employer identification number

95-2015359
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) BRUCE ALTHEIDE KEY EMPLOYEE MORTGAGE   X 49,500 47,032   No   No Yes  
(2) BRUCE ALTHEIDE KEY EMPLOYEE CREDIT CARD   X 18,000 2,726   No   No Yes  
(3) BRUCE ALTHEIDE KEY EMPLOYEE MORTGAGE   X 396,000 387,152   No   No Yes  
(4) MARTY CHATHAM OFFICER CASD   X 248,500 248,500   No Yes   Yes  
(5) MARTY CHATHAM OFFICER SECOND MORTGAGE   X 52,500 45,625   No   No Yes  
(6) MARTY CHATHAM OFFICER CREDIT CARD   X 29,000 26,231   No   No Yes  
(7) MARTY CHATHAM OFFICER MORTGAGE   X 420,000 396,962   No   No Yes  
(8) SCOTT COE KEY EMPLOYEE HELOC   X 94,281 94,281   No   No Yes  
(9) SCOTT COE KEY EMPLOYEE CREDIT CARD   X 35,000 22,901   No   No Yes  
(10) SCOTT COE KEY EMPLOYEE MORTGAGE   X 240,000 168,952   No   No Yes  
(11) DAVID UPHAM OFFICER HELOC   X 47,692 7,955   No   No Yes  
(12) DAVID UPHAM OFFICER AUTO LOAN   X 47,902 44,708   No Yes   Yes  
(13) DAVID UPHAM OFFICER MORTGAGE   X 396,500 383,609   No   No Yes  
(14) DAVID UPHAM OFFICER MORTGAGE   X 240,000 190,048   No   No Yes  
(15) JEFFREY YORK OFFICER HELOC   X 122,500 76,839   No Yes   Yes  
(16) JEFFREY YORK OFFICER CREDIT CARD   X 33,000 7,612   No Yes   Yes  
(17) JEFFREY YORK OFFICER MORTGAGE   X 980,000 917,887   No Yes   Yes  
(18) JEFFREY YORK OFFICER MORTGAGE   X 678,150 529,879   No Yes   Yes  
(19) JEFFREY YORK OFFICER CASD   X 6,944,343 6,944,343   No Yes   Yes  
(20) LINDA J JARRETT-OLIVAR HIGHEST COMPENSATED EMPLOYEE MORTGAGE   X 438,000 408,951   No   No Yes  
(21) LINDA J JARRETT-OLIVAR HIGHEST COMPENSATED EMPLOYEE MORTGAGE   X 112,000 94,277   No   No Yes  
(22) SUZANNE M LEEDALE HIGHEST COMPENSATED EMPLOYEE CREDIT CARD   X 10,000 328   No   No Yes  
(23) SUZANNE M LEEDALE HIGHEST COMPENSATED EMPLOYEE 1ST MORTGAGE   X 383,000 325,347   No   No Yes  
(24) PAUL C COOK KEY EMPLOYEE AUTO LOAN   X 15,000 7,902   No   No Yes  
(25) PAUL C COOK KEY EMPLOYEE 1ST MORTGAGE   X 508,800 492,698   No   No Yes  
(26) LISA NISSINEN-HARLOW KEY EMPLOYEE CREDIT CARD   X 25,000 20,680   No   No Yes  
(27) DAVID UPHAM OFFICER CASD   X 175,000 175,000   No Yes   Yes  
(28) PAUL C COOK KEY EMPLOYEE CASD   X 101,000 101,000   No Yes   Yes  
(29) LISA NISSINEN-HARLOW KEY EMPLOYEE AUTO LOAN   X 28,077 24,623   No   No Yes  
(30) LISA NISSINEN-HARLOW KEY EMPLOYEE CASD   X 104,000 104,000   No Yes   Yes  
(31) SCOTT COE KEY EMPLOYEE CASD   X 158,000 158,000   No Yes   Yes  
(32) ROBERT COVARRUBIAS KEY EMPLOYEE CASD   X 100,000 100,000   No Yes   Yes  
(33) JAMES LEDFORD KEY EMPLOYEE AUTO LOAN   X 25,128 17,777   No   No Yes  
(34) JAMES LEDFORD KEY EMPLOYEE CREDIT CARD   X 15,000 7,634   No   No Yes  
(35) ANNE MILNE-RAMPONE HIGHEST COMPENSATED EMPLOYEE CREDIT CARD   X 18,500 7,668   No   No Yes  
(36) ANNE MILNE-RAMPONE HIGHEST COMPENSATED EMPLOYEE SIGNATURE LOAN   X 20,000 4,563   No   No Yes  
Total ...............Small Bullet $ 12,593,690
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


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