Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
right arrow 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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
CREDIT UNIONS CHARTERED IN THE STATE OF UTAH
 
Employer identification number

87-0188878
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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 the organization managers or disqualified persons during the year under section 4958. ........................... right arrow$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ right arrow$
 

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) Christopher Brems Senior Vice President Mortgage   X 299,000 181,288   No Yes   Yes  
(2) Crystal Dorrell Vice President Credit Card   X 10,000 6,430   No Yes   Yes  
(3) Crystal Dorrell Vice President Mortgage   X 184,000 151,405   No Yes   Yes  
(4) Crystal Dorrell Vice President Home Equity   X 30,000 24,559   No Yes   Yes  
(5) Danette Fox Vice President Credit Card   X 14,500 12,236   No Yes   Yes  
(6) Danette Fox Vice President Auto   X 31,034 9,200   No Yes   Yes  
(7) Danette Fox Vice President Mortgage   X 290,000 277,627   No Yes   Yes  
(8) Danette Fox Vice President ATV   X 10,000 9,359   No Yes   Yes  
(9) Esther Giezendanner Board Secretary Mortgage   X 255,000 249,564   No Yes   Yes  
(10) Jason Beane Board Member Auto   X 27,490 4,873   No Yes   Yes  
(11) Jason Moffat Board Member Auto   X 22,950 10,214   No Yes   Yes  
(12) Jason Moffat Board Member Auto   X 15,347 8,603   No Yes   Yes  
(13) Jason Moffat Board Member Home Equity   X 115,000 33,522   No Yes   Yes  
(14) Jeanine Thomson Supervisory Committee Member Home Equity   X 45,000 37,490   No Yes   Yes  
(15) Jeanine Thomson Supervisory Committee Member Credit Card   X 6,000 1,010   No Yes   Yes  
(16) Joseph Juliano Alternate Board Member Credit Card   X 10,000 2,852   No Yes   Yes  
(17) Joseph Juliano Alternate Board Member Auto   X 47,888 4,480   No Yes   Yes  
(18) Larry Ellertson Board Member Credit Card   X 10,000 3,421   No Yes   Yes  
(19) Lloyd Ukena Supervisory Committee Chairman Home Equity   X 75,000 40,618   No Yes   Yes  
(20) Pamela Schumacher Vice President Overdraft   X 1,500 810   No Yes   Yes  
(21) Pamela Schumacher Vice President Credit Card   X 13,500 7,259   No Yes   Yes  
(22) Pamela Schumacher Vice President Mortgage   X 220,000 207,233   No Yes   Yes  
(23) Pamela Schumacher Vice President Home Equity   X 100,000 19,642   No Yes   Yes  
(24) Pamela Schumacher Vice President Credit Card   X 5,000 4,524   No Yes   Yes  
(25) Russell Johnson Board Chairman Credit Card   X 15,000 897   No Yes   Yes  
(26) Russell Johnson Board Chairman Mortgage   X 284,000 52,155   No Yes   Yes  
(27) Russell Payne Vice President Credit Card   X 13,000 21   No Yes   Yes  
(28) Russell Payne Vice President Mortgage   X 210,000 202,954   No Yes   Yes  
(29) Russell Payne Vice President Auto   X 9,300 8,372   No Yes   Yes  
(30) Ryan Pollick President Mortgage   X 367,000 341,569   No Yes   Yes  
(31) Ryan Pollick President Home Equity   X 60,000 7,673   No Yes   Yes  
(32) Ryan Pollick President Credit Card   X 10,500 2,919   No Yes   Yes  
(33) Stephen Hastings Board Vice Chairman Auto   X 18,035 14,077   No Yes   Yes  
(34) Stephen Hastings Board Vice Chairman Credit Card   X 15,000 9,338   No Yes   Yes  
(35) Susan Simkins Alternate Board Member Credit Card   X 15,000 1,480   No Yes   Yes  
(36) Bruce Larsen Board Member Auto   X 33,493 17,124   No Yes   Yes  
(37) Bruce Larsen Board Member Mortgage   X 313,000 307,214   No Yes   Yes  
Total ...............right arrow $ 2,274,012
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) 2022
Page 2
Schedule L (Form 990) 2022
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) 2022


Additional Data


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