Intrepid Credit Union
- Assets
- $276.4m
- Revenue
- $11.2m
- Investments
- $28.9m
- Employees
- 98
- Location
- Helena, MT
- Founding
- Data as of
- 12/2021
- EIN
- 81-0232791
Organization Overview
Intrepid Credit Union is located in Helena, MT. As of 12/2021, Intrepid Credit Union employed 98 individuals. Intrepid Credit Union is a 501(c)(14) and as such, is described as a "State Chartered Credit Union, Mutual Reserve Fund" by the IRS.
For the year ending 12/2021, Intrepid Credit Union generated $11.2m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 10.3% each year . All expenses for the organization totaled $9.0m during the year ending 12/2021. While expenses have increased by 7.9% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
CONSUMER (MEMBER) FINANCIAL SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
INTREPID CREDIT UNION PROVIDES A WIDE VARIETY OF FINANCIAL SERVICES. ADDITIONAL SERVICES INCLUDE MUTUAL, MEMBERSHIP BENEFIT PROGRAMS, COUNSELING, FINANCIAL EDUCATION, NEWSLETTERS, DEPOSIT AND LOAN INSURANCE PROTECTION, AND CONSUMER INFORMATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Greg Strizich President/ceo | Officer | 40 | $179,908 |
Lyn Walker Mortgage Loan Originator | 40 | $108,941 | |
Millie Berger Mortgage Loan Originator | 40 | $106,399 | |
Jim Mcdonnell Chairperson | OfficerTrustee | 1 | $0 |
Donald Polly Vice-Chairperson | OfficerTrustee | 1 | $0 |
Kevin Dunn Secretary | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Kasasa Marketing And Consulting | 12/30/21 | $186,560 |
Blackfoot Communications Telecommunications | 12/30/21 | $100,964 |
Dovelink Business Software Support | 12/30/21 | $103,391 |
Mountain Health Co-op Health Services | 12/30/21 | $291,223 |
Abraham Construction Services Construction | 12/30/21 | $336,962 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $10,260,100 |
| Investment income | $633,481 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $9,399 |
| Net Gain/Loss on Asset Sales | $294,174 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,197,154 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $884,931 |
| Compensation of current officers, directors, key employees. | $200,321 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,238,843 |
| Pension plan accruals and contributions | $122,319 |
| Other employee benefits | $321,851 |
| Payroll taxes | $275,007 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $19,178 |
| Fees for services: Accounting | $596,329 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $383,165 |
| Advertising and promotion | $332,606 |
| Office expenses | $357,319 |
| Information technology | $148,821 |
| Royalties | $0 |
| Occupancy | $578,535 |
| Travel | $46,398 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $427,978 |
| Insurance | $65,102 |
| All other expenses | $175,368 |
| Total functional expenses | $8,988,985 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,302,208 |
| Savings and temporary cash investments | $18,270,234 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $60,351 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $187,105,768 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,747,699 |
| Net Land, buildings, and equipment | $13,208,742 |
| Investments—publicly traded securities | $21,562,089 |
| Investments—other securities | $28,925,834 |
| Investments—program-related | $0 |
| Intangible assets | $234,502 |
| Other assets | $2,966,896 |
| Total assets | $276,384,323 |
| Accounts payable and accrued expenses | $437,737 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $249,038,347 |
| Total liabilities | $249,476,084 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $26,908,239 |
| Total liabilities and net assets/fund balances | $276,384,323 |
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