Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 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. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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 10,500 743   No Yes   Yes  
(2) Nancy Green Board Mbr Visa   X 12,000 1,415   No Yes   Yes  
(3) Nancy Green Board Mbr 15 Chev   X 16,331 0   No Yes   Yes  
(4) Alan Slind Board Mbr Visa   X 8,000 534   No Yes   Yes  
(5) Lori Frederick VP Van Loan   X 52,517 0   No Yes   Yes  
(6) Lori Frederick VP Prk Model   X 61,288 42,938   No Yes   Yes  
(7) Lori Frederick VP VISA   X 8,000 0   No Yes   Yes  
(8) Lori Frederick VP VISA   X 8,000 0   No Yes   Yes  
(9) Lori Frederick VP Mortgage   X 134,316 120,733   No Yes   Yes  
(10) Larry Brisbin Board Mbr Mortgage   X 43,000 20,720   No Yes   Yes  
(11) Chuck Lockhart Board Mbr VISA   X 30,000 29,844   No Yes   Yes  
(12) Chuck Lockhart Board Mbr Mortgage   X 260,000 245,447   No Yes   Yes  
(13) Becky Montgomery Board Mbr VISA   X 3,000 74   No Yes   Yes  
(14) Darrel Reetz Board Mbr VISA   X 5,300 496   No Yes   Yes  
(15) Lori Frederick VP 15 Dodge   X 25,213 7,630   No Yes   Yes  
(16) Lisa Roening President Mortgage   X 185,000 173,632   No Yes   Yes  
(17) Alan Slind Board Mbr 19 Nissan   X 27,197 5,495   No Yes   Yes  
(18) Lisa Roening President Mortgage   X 85,000 69,815   No Yes   Yes  
(19) Lori Frederick VP 2022 BMW   X 90,326 75,634   No Yes   Yes  
(20) Lori Frederick VP Mortgage   X 98,946 89,536   No Yes   Yes  
(21) Chuck Lockhart Board Mbr 15 Traverse   X 41,117 40,821   No Yes   Yes  
(22) Corina Ruiz VP Operations Mortgage   X 288,000 281,323   No Yes   Yes  
Total ............... $ 1,206,830
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) 2023
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Schedule L (Form 990) 2023
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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) 2023


Additional Data


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