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Sourceone Credit Union

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Summary charts: organization finances over time

Revenue
$120k (2022)

Expenses
$421k (2022)

Total Assets
$0 (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,942
Expenses
$420,579
Net Income
-$300,637
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,399
47.9%
Investment Income $0
Bond Proceeds $35,841
29.9%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $26,702
22.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $37,350
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $226,951
54.0%
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $37,350 $0 $0
Adrienne Dempsey (Chairman) $0 $0 $0
Joshua Beyne (Secretary) $0 $0 $0
Michael Cogozzo (Director) $0 $0 $0
Gregory Mack (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0
Diane Kerrill (Director) $0 $0 $0
Tim White (Director) $0 $0 $0
Ken Iversen (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$369,640
Expenses
$304,353
Net Income
$65,287
Net Assets
$1,449,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $239,547
64.8%
Investment Income $129,162
34.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $931
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $97,989
32.2%
Professional Fundraising Fees $0
Other Salaries and Wages $51,222
16.8%
Assets/Debt
Total Assets $11,492,020
Total Liabilities $10,042,212
Net Assets $1,449,808
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $88,000 $0 $1,341
Adrienne Dempsey (Chairman) $0 $0 $0
Joshua Beyne (Secretary) $0 $0 $0
Michael Cogozzo (Director) $0 $0 $0
Gregory Mack (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0
Diane Kerrill (Director) $0 $0 $0
Tim White (Director) $0 $0 $0
Ken Iversen (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$306,068
Expenses
$405,368
Net Income
-$99,300
Net Assets
$1,384,521
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $147,293
48.1%
Investment Income $158,775
51.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $97,332
24.0%
Professional Fundraising Fees $0
Other Salaries and Wages $89,027
22.0%
Assets/Debt
Total Assets $11,313,134
Total Liabilities $9,928,613
Net Assets $1,384,521
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $79,054 $0 $6,278
Tim White (Director) $12,000 $0 $0
Gregory Mack (Chairman) $0 $0 $0
Joshua Beyne (Director) $0 $0 $0
Michael Cogozzo (Director) $0 $0 $0
Adrienne Dempsey (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0
Diane Kerrill (Director) $0 $0 $0
Michael Thomka (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$327,372
Expenses
$423,662
Net Income
-$96,290
Net Assets
$1,483,821
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $162,331
49.6%
Investment Income $165,041
50.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $91,791
21.7%
Professional Fundraising Fees $0
Other Salaries and Wages $84,776
20.0%
Assets/Debt
Total Assets $10,979,452
Total Liabilities $9,495,631
Net Assets $1,483,821
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $72,978 $0 $6,813
Tim White (Director) $12,000 $0 $0
Gregory Mack (Chairman) $0 $0 $0
Joshua Beyne (Director) $0 $0 $0
Michael Cogozzo (Director) $0 $0 $0
Adrienne Dempsey (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0
Dian Kerrill (Director) $0 $0 $0
Michael Thomka (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$325,824
Expenses
$375,455
Net Income
-$49,631
Net Assets
$1,580,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $176,505
54.2%
Investment Income $149,319
45.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $95,261
25.4%
Professional Fundraising Fees $0
Other Salaries and Wages $73,398
19.5%
Assets/Debt
Total Assets $11,327,981
Total Liabilities $9,747,870
Net Assets $1,580,111
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $76,160 $0 $7,101
Tim White (Director) $12,000 $0 $0
Gregory Mack (Chairman) $0 $0 $0
Joshua Beyne (Director) $0 $0 $0
Michael Cogozzo (Director) $0 $0 $0
James Colello (Director) $0 $0 $0
Adrienne Dempsey (Director) $0 $0 $0
James Colello (Director) $0 $0 $0
Dave Cogozzo (Director) $0 $0 $0
Michael Thomka (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$304,451
Expenses
$344,208
Net Income
-$39,757
Net Assets
$1,629,742
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $157,549
51.7%
Investment Income $144,352
47.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,550
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $86,587
25.2%
Professional Fundraising Fees $0
Other Salaries and Wages $72,619
21.1%
Assets/Debt
Total Assets $11,615,754
Total Liabilities $9,986,012
Net Assets $1,629,742
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $68,000 $0 $6,587
Tim White (Director) $12,000 $0 $0
Michael Cogozzo (Chairman) $0 $0 $0
Maria Bertucci Runge (Director) $0 $0 $0
James Colello (Director) $0 $0 $0
Adrienne Dempsey (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0
Diane Kerrill (Director) $0 $0 $0
Gregory Mack (Director) $0 $0 $0
Micheal Thomka (Director) $0 $0 $0
John Zasadny (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$299,672
Expenses
$362,194
Net Income
-$62,522
Net Assets
$1,669,499
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $160,109
53.4%
Investment Income $139,563
46.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $98,421
27.2%
Professional Fundraising Fees $0
Other Salaries and Wages $76,249
21.1%
Assets/Debt
Total Assets $11,979,480
Total Liabilities $10,309,981
Net Assets $1,669,499
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $68,000 $0 $18,421
Tim White (Director) $12,000 $0 $0
Michael Cogozzo (Chairman) $0 $0 $0
Maria Bertucci Runge (Director) $0 $0 $0
James Colello (Director) $0 $0 $0
Adrienne Dempsey (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0
Diane Kerrill (Director) $0 $0 $0
Gregory Mack (Director) $0 $0 $0
Micheal Thomka (Director) $0 $0 $0
John Zasadny (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$290,676
Expenses
$362,181
Net Income
-$71,505
Net Assets
$1,732,021
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $160,463
55.2%
Investment Income $126,553
43.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,660
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $73,881
20.4%
Professional Fundraising Fees $0
Other Salaries and Wages $67,393
18.6%
Assets/Debt
Total Assets $12,431,912
Total Liabilities $10,699,891
Net Assets $1,732,021
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $67,515 $0 $6,366
Michael Cogozzo (Chairman) $0 $0 $0
Maria Bertucci Runge (Director) $0 $0 $0
Adrienne Dempsey (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0
Diane Kerrill (Director) $0 $0 $0
Gregory Mack (Director) $0 $0 $0
Brandon Runge (Director) $0 $0 $0
Micheal Thomka (Director) $0 $0 $0
John Zasadny (Director) $0 $0 $0
Tim White (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$270,832
Expenses
$339,056
Net Income
-$68,224
Net Assets
$1,803,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,898
39.8%
Investment Income $116,685
43.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $46,249
17.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,766
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $68,952
20.3%
Assets/Debt
Total Assets $12,589,423
Total Liabilities $10,785,897
Net Assets $1,803,526
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $62,780 $0 $4,967
Michael Cogozzo (Chairperson) $0 $0 $0
Gregory R Mack (Vice Chairperson) $0 $0 $0
Adrienne A Dempsey (Director) $0 $0 $0
John Zasadny (Director) $0 $0 $0
Maria A Bertucci Runge (Director) $0 $0 $0
Brandon A Runge (Director) $0 $0 $0
Diane Kerrill (Secretary) $0 $0 $0
James Colello (Director) $0 $0 $0
Michael Thomka (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$295,073
Expenses
$407,350
Net Income
-$112,277
Net Assets
$1,871,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,389
35.0%
Investment Income $142,527
48.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $49,157
16.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $61,245
15.0%
Professional Fundraising Fees $0
Other Salaries and Wages $66,458
16.3%
Assets/Debt
Total Assets $12,102,522
Total Liabilities $10,230,771
Net Assets $1,871,751
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dave Cogozzo (President/Treasurer) $61,246 $0 $4,711
Michael Cogozzo (Chairperson) $0 $0 $0
Gregory R Mack (Vice Chairperson) $0 $0 $0
Adrienne A Dempsey (Secretary) $0 $0 $0
John Zasadny (Director) $0 $0 $0
Maria A Bertucci Runge (Director) $0 $0 $0
Brandon A Runge (Director) $0 $0 $0
Diane Kerrill (Director) $0 $0 $0
James Colello (Director) $0 $0 $0
Michael Thomka (Director) $0 $0 $0
Joan Jeske (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$322,846
Expenses
$395,295
Net Income
-$72,449
Net Assets
$1,984,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $104,031
32.2%
Investment Income $186,427
57.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $32,388
10.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $62,040
15.7%
Professional Fundraising Fees $0
Other Salaries and Wages $68,774
17.4%
Assets/Debt
Total Assets $12,823,732
Total Liabilities $10,839,704
Net Assets $1,984,028

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$368,018
Expenses
$493,734
Net Income
-$125,716
Net Assets
$2,056,477
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $120,000
32.6%
Investment Income $225,311
61.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22,707
6.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $93,683
19.0%
Professional Fundraising Fees $0
Other Salaries and Wages $75,203
15.2%
Assets/Debt
Total Assets $12,843,506
Total Liabilities $10,787,029
Net Assets $2,056,477

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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