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Credit Unions Chartered In The State Of Utah

P And S

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$1.27M (2023)

Expenses
$952k (2023)

Total Assets
$23.2M (2023)

Total Liabilities
$21.1M (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,268,075
Expenses
$952,272
Net Income
$315,803
Net Assets
$2,148,207
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,089,202
85.9%
Investment Income $178,873
14.1%
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 $99,138
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $206,385
21.7%
Assets/Debt
Total Assets $23,212,757
Total Liabilities $21,064,550
Net Assets $2,148,207
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tammy Morgan (President & Ceo) $99,138 $0 $0
Jason Jacobson (Board Member) $0 $0 $0
Kelly Baker (Board Member) $0 $0 $0
Laura Thackeray (Secretary) $0 $0 $0
Jeremy Haslam (Vice Chairman) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Audrey Hortin (Board Member) $0 $0 $0
Connie Nielsen (Supervisory Com) $0 $0 $0
Allen Robins (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$818,440
Expenses
$706,144
Net Income
$112,296
Net Assets
$1,449,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $760,296
92.9%
Investment Income $58,144
7.1%
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 $93,650
13.3%
Professional Fundraising Fees $0
Other Salaries and Wages $147,900
20.9%
Assets/Debt
Total Assets $19,521,627
Total Liabilities $18,072,148
Net Assets $1,449,479
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tammy Morgan (President & Ceo) $93,650 $0 $0
Jason Jacobson (Board Member) $0 $0 $0
Kelly Baker (Board Member) $0 $0 $0
Laura Thackeray (Secretary) $0 $0 $0
Jeremy Haslam (Vice Chairman) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Audrey Hortin (Board Member) $0 $0 $0
Connie Nielsen (Supervisory Com) $0 $0 $0
Allen Robins (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$706,253
Expenses
$684,668
Net Income
$21,585
Net Assets
$1,337,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $688,794
97.5%
Investment Income $17,459
2.5%
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 $71,077
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $174,259
25.5%
Assets/Debt
Total Assets $17,592,737
Total Liabilities $16,255,555
Net Assets $1,337,182
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tammy Morgan (President & Ceo) $71,077 $0 $0
Jason Jacobson (Board Member) $0 $0 $0
Kelly Baker (Board Member) $0 $0 $0
Laura Thackeray (Secretary) $0 $0 $0
Jeremy Haslam (Vice Chairman) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Audrey Hortin (Board Member) $0 $0 $0
Connie Nielsen (Supervisory Com) $0 $0 $0
Allen Robins (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$733,893
Expenses
$963,473
Net Income
-$229,580
Net Assets
$1,315,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $722,905
98.5%
Investment Income $10,988
1.5%
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 $71,077
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $178,120
18.5%
Assets/Debt
Total Assets $15,805,118
Total Liabilities $14,489,521
Net Assets $1,315,597
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tammy Morgan (President & Ceo) $71,077 $0 $0
Jason Jacobson (Board Member) $0 $0 $0
Kelly Baker (Board Member) $0 $0 $0
Laura Thackeray (Secretary) $0 $0 $0
Jeremy Haslam (Vice Chairman) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Audrey Hortin (Board Member) $0 $0 $0
Connie Nielsen (Supervisory Com) $0 $0 $0
Allen Robins (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$837,163
Expenses
$749,278
Net Income
$87,885
Net Assets
$1,543,375
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $766,485
91.6%
Investment Income $70,678
8.4%
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 $86,861
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $152,641
20.4%
Assets/Debt
Total Assets $14,750,940
Total Liabilities $13,207,565
Net Assets $1,543,375
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
S Stewart Mouritsen (President & Ceo) $86,861 $0 $0
Craig Stoll (Board Member) $0 $0 $0
Kelly Baker (Vice Chairman) $0 $0 $0
Laura Thackeray (Secretary) $0 $0 $0
Jeremy Haslam (Board Member) $0 $0 $0
Rick Buchanan (Chairman) $0 $0 $0
Silvan Warnick (Board Member) $0 $0 $0
Allen Robins (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$803,162
Expenses
$712,474
Net Income
$90,688
Net Assets
$1,443,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $717,264
89.3%
Investment Income $85,898
10.7%
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 $77,900
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $144,309
20.3%
Assets/Debt
Total Assets $16,990,799
Total Liabilities $15,547,391
Net Assets $1,443,408
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
S Stewart Mouritsen (President & Ceo) $77,900 $0 $0
Robert Patterson (Board Member) $0 $0 $0
Kelly Baker (Board Member) $0 $0 $0
Lynn Waterson (Secretary) $0 $0 $0
Steven Christensen (Board Member) $0 $0 $0
Rick Buchanan (Chairman) $0 $0 $0
Silvan Warnick (Board Member) $0 $0 $0
Dan C Milano (Vice Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$756,076
Expenses
$649,844
Net Income
$106,232
Net Assets
$1,359,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $682,190
90.2%
Investment Income $73,886
9.8%
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 $72,178
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $137,621
21.2%
Assets/Debt
Total Assets $15,661,665
Total Liabilities $14,302,540
Net Assets $1,359,125
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
S Stewart Mouritsen (President & Ceo) $72,178 $0 $0
Robert Patterson (Chairman) $0 $0 $0
Kelly Baker (Board Member) $0 $0 $0
Lynn Waterson (Secretary) $0 $0 $0
Steven Christensen (Board Member) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Susan Wernli (Board Member) $0 $0 $0
Dan C Milano (Vice Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$664,097
Expenses
$652,999
Net Income
$11,098
Net Assets
$1,260,423
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $602,139
90.7%
Investment Income $61,958
9.3%
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 $72,082
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $132,678
20.3%
Assets/Debt
Total Assets $14,790,353
Total Liabilities $13,529,930
Net Assets $1,260,423
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
S Stewart Mouritsen (President & Ceo) $72,082 $0 $0
Rex Sorenson (Chairman) $0 $0 $0
Kelly Baker (Board Member) $0 $0 $0
Lynn Waterson (Secretary) $0 $0 $0
Steven Christensen (Board Member) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Susan Wernli (Board Member) $0 $0 $0
Dan C Milano (Vice Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$679,867
Expenses
$722,793
Net Income
-$42,926
Net Assets
$1,248,221
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $625,107
91.9%
Investment Income $54,760
8.1%
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 $80,027
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $140,135
19.4%
Assets/Debt
Total Assets $13,956,271
Total Liabilities $12,708,050
Net Assets $1,248,221
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
S Stewart Mouritsen (President & Ceo) $80,027 $0 $0
Rex Sorenson (Chairman) $0 $0 $0
Kelly Baker (Vice Chairman) $0 $0 $0
Lynn Waterson (Secretary) $0 $0 $0
Steven Christensen (Board Member) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Susan Wernli (Board Member) $0 $0 $0
Dan C Milano (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$672,817
Expenses
$850,208
Net Income
-$177,391
Net Assets
$1,290,767
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $642,993
95.6%
Investment Income $29,824
4.4%
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 $64,319
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $167,000
19.6%
Assets/Debt
Total Assets $14,122,875
Total Liabilities $12,832,108
Net Assets $1,290,767
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
S Stewart Mouritsen (President & Ceo) $64,319 $0 $0
Rex Sorenson (Chairman) $0 $0 $0
Kelly Baker (Vice Chairman) $0 $0 $0
Lynn Waterson (Secretary) $0 $0 $0
Reed Rowland (Board Member) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Susan Wernli (Board Member) $0 $0 $0
Dan C Milano (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$753,732
Expenses
$623,657
Net Income
$130,075
Net Assets
$1,469,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $738,601
98.0%
Investment Income $15,131
2.0%
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 $61,343
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $143,067
22.9%
Assets/Debt
Total Assets $13,515,523
Total Liabilities $12,045,934
Net Assets $1,469,589
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brenda Van Hoorn (President & Ceo) $61,343 $0 $0
Rex Sorenson (Chairman) $0 $0 $0
Kelly Baker (Vice Chairman) $0 $0 $0
Lynn Waterson (Secretary) $0 $0 $0
Reed Rowland (Board Member) $0 $0 $0
Rick Buchanan (Board Member) $0 $0 $0
Jim Riddle (Board Member) $0 $0 $0
Mike Tolley (Board Member) $0 $0 $0
Sandra Walsh (Board Member) $0 $0 $0
Susan Marietta (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$694,423
Expenses
$575,039
Net Income
$119,384
Net Assets
$1,341,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17,416
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $677,007
97.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $60,833
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $138,357
24.1%
Assets/Debt
Total Assets $13,326,038
Total Liabilities $11,984,418
Net Assets $1,341,620

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$691,556
Expenses
$552,639
Net Income
$138,917
Net Assets
$1,151,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $13,835
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $677,721
98.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $58,790
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $114,324
20.7%
Assets/Debt
Total Assets $11,901,503
Total Liabilities $10,750,403
Net Assets $1,151,100

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

Fiscal Year Ending Dec.
2004

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

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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