2023-05-16T11:50:40-05:00 2022-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2022-01-01 840375111 MOUNTAIN WEST CREDIT UNION ASSOCIATION MOUN 8009959064 18000 INTERNATIONAL BLVD 1102 SEATAC WA 98188 JENNIFER HUGGARD CHIEF ADMINISTRATION OFFICER 8009959064 2023-05-16 1 JENNIFER HUGGARD 999009999 1 X VALENTINO CREUS CPA P01054153 8189549700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X SCOTT EARL 18000 INTERNATIONAL BLVD 1102 SEATAC WA 98188 6732550 0 X WWW.MWCUA.COM X 1969 CO TO PROTECT, PROMOTE AND PERPETUATE THE CREDIT UNION MOVEMENT IN ARIZONA, COLORADO AND WYOMING. X 11 11 0 50 0 0 0 175000 4637892 2828358 566413 352708 400864 1182 5605169 3357248 32165 5500 0 0 3040896 1631488 0 0 0 2167284 3122998 5240345 4759986 364824 -1402738 19431586 0 1202977 0 18228609 0 X TO PROTECT, PROMOTE AND PERPETUATE THE CREDIT UNION MOVEMENT IN ARIZONA, COLORADO AND WYOMING. 0 1 THE ASSOCIATION PROVIDES EDUCATION AND TRAINING PROGRAMS AND CONFERENCES FOR MEMBER CREDIT UNIONS. SUCH PROGRAMS AND CONFERENCES HELP CREDIT UNION STAFF, MANAGEMENT AND VOLUNTEERS DEVELOP THE SKILLS THEY NEED TO GROW THEIR CREDIT UNION. THE ASSOCIATION'S ADVOCACY DEPARTMENT PROVIDES ARIZONA, COLORADO AND WYOMING CREDIT UNIONS WITH LEGISLATIVE, POLITICAL, GRASSROOTS, LEGAL AND REGULATORY SUPPORT. THE FUNCTION OF THE ADVOCACY TEAM IS TO CREATE A POSITIVE REGULATORY AND LEGISLATIVE ENVIRONMENT FOR STATE AND FEDERALLY CHARTERED CREDIT UNIONS. THE ASSOCIATION ALSO PROVIDES COMPLIANCE ADVICE AND WEEKLY COMMUNICATION TO ITS CREDIT UNION MEMBERS.IN 2022, MOUNTAIN WEST CREDIT UNION ASSOCIATION MERGED WITH A LIKE SIZE ORGANIZATION WITH SIMILAR CORE VALUES. THIS OPPORTUNITY WILL DOUBLE THE SIZE OF MOUNTAIN WEST CREDIT UNION ASSOCIATION IN BOTH INFRASTRUCTURE AND ASSETS. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 10 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 1 1 1 1 1 0 1 1 0 1 1 0 0 1 1 1 0 X X THE ORGANIZATION 8009959064 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 TODD MARKSBERRY CHAIRMAN 4.00 X 0 0 0 JAY CURTIS VICE CHAIR 2.00 X 0 0 0 GREG MILLS TREASURER 2.00 X 0 0 0 STEPHANIE TEUBNER SECRETARY 2.00 X 0 0 0 JOHN UCHIDA DIRECTOR 2.00 X 0 0 0 KERRY SPRADLING DIRECTOR 2.00 X 0 0 0 RON WESTAD DIRECTOR 2.00 X 0 0 0 RAY LANCASTER DIRECTOR 2.00 X 0 0 0 JIM YATES DIRECTOR 2.00 X 0 0 0 VANESSA TREXEL DIRECTOR 2.00 X 0 0 0 CAROL ROBY DIRECTOR 2.00 X 0 0 0 SCOTT EARL PRESIDENT/CEO 20.00 20.00 X 0 515462 561882 TIM DORE SENIOR VP 28.00 12.00 X 0 82451 88917 DAN SANTANGELO SENIOR VP 40.00 X 0 118897 23293 MARK ROBEY SENIOR VP 24.00 16.00 X 0 125579 2792 SHAUN ONGSTAD SENIOR VP 20.00 20.00 X 0 119022 5239 MIKE ATCHISON SENIOR VP 40.00 X 0 117462 5400 DIANA ADELL DIRECTOR OF EVENTS 40.00 X 0 132782 0 JAQUETTA WARD MANAGER 20.00 20.00 X 0 121039 0 0 1332694 687523 0 0 1 0 THE BROADMOOR 1 LAKE AVE COLORADO SPRINGS CO 80906 VENUE RENTAL 379264 1 175000 175000 MEMBERSHIP DUES AND ASSESSMENTS 900099 1507971 1507971 ADMINISTRATION & SUPPORT FEES 611430 732355 732355 ANNUAL MEETING 611430 465271 465271 EDUCATION PROGRAMS 611430 122761 122761 2828358 40680 40680 3537393 149937 3213947 161355 323446 -11418 312028 312028 MISCELLANEOUS INCOME 900099 1182 1182 1182 3357248 3182248 0 0 5500 1253666 96315 145717 135790 99171 3460 4500 215829 11213 8660 31800 32875 94048 118519 27460 248668 90448 13928 INVESTMENT VALUE RESERV 1328128 COST OF EDUCATION PROGR 461547 EQUITY INCOME OF SUBSID 185820 MERGER EXPENSE 70411 76513 4759986 0 127458 0 0 1106167 0 0 0 0 0 154208 0 0 0 606042 0 4318437 0 13108964 0 0 0 10310 0 19431586 0 895837 0 80417 0 226723 0 1202977 0 X 18228609 0 18228609 0 19431586 0 X -1402738 -912452 -15913419 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125064 1 0 0 PART I-A, LINE 1: THE ORGANIZATION IS NOT INVOLVED IN ANY DIRECT POLITICAL CAMPAIGN ACTIVITY. THE ORGANIZATION'S ONLY INDIRECT POLITICAL CAMPAIGN ACTIVITIES ARE THE PAYMENTS OF GRASSROOT LOBBYING FEES AND CERTAIN ADMINISTRATIVE EXPENSES RELATED TO THE POLITICAL ACTION PROGRAMS AT THE FEDERAL AND STATE LEVELS IN SUPPORT OF CREDIT UNION ISSUES IN THE LEGISLATIVE AND REGULATORY ARENAS. 1 X X X X X 1 1 0 SCOTT EARL PRESIDENT/CEO 0 365030 0 141000 0 9432 0 519270 0 42612 0 1077344 0 0 TIM DORE SENIOR VP 0 54967 0 27354 0 130 0 88917 0 0 0 171368 0 0 PART I, LINES 4A-B STRATEGIC PARTNERS HAS ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE BENEFIT OF EXECUTIVE MANAGEMENT STAFF. THE AMOUNT CONTRIBUTED TO THE PLAN IS EQUAL TO 2% OF THE PARTICIPANT'S COMPENSATION PLUS A ONE-TO-ONE MATCHING OF THE COMPENSATION THE PARTICIPANT HAS ELECTED TO DEFER UP TO 3% (TOTAL MATCHING OF 5%). A DEFERRED COMPENSATION ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT. SAVINGS AND TEMPORARY INVESTMENTS 2022-06-30 531655 FAIR MARKET VALUE 910460483 GOWEST CREDIT UNION ASSOCIATION 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 501(C)(6) RECEIVABLES 2022-06-30 416041 FAIR MARKET VALUE 910460483 GOWEST CREDIT UNION ASSOCIATION 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 501(C)(6) PREPAID EXPENSES 2022-06-30 140614 FAIR MARKET VALUE 910460483 GOWEST CREDIT UNION ASSOCIATION 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 501(C)(6) FIXED ASSETS (NET OF DEPRECIATION) 2022-06-30 391306 FAIR MARKET VALUE 910460483 GOWEST CREDIT UNION ASSOCIATION 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 501(C)(6) INVESTMENTS ON PUBLICLY TRADED SECURITIES 2022-06-30 5620401 FAIR MARKET VALUE 910460483 GOWEST CREDIT UNION ASSOCIATION 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 501(C)(6) OTHER INVESTMENTS 2022-06-30 11595014 FAIR MARKET VALUE 910460483 GOWEST CREDIT UNION ASSOCIATION 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 501(C)(6) OTHER ASSETS 2022-06-30 10310 FAIR MARKET VALUE 910460483 GOWEST CREDIT UNION ASSOCIATION 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 501(C)(6) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: BOARD MEMBERS: CAROL ROBEY , GREG MILLS , JAY CURTIS, JIM YATES, JOHN UCHIDA, RAY LANCASTER, STEPHANIE TEUBNER, TODD MARKSBERRY AND VANESSA TREXEL PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THE BOARD MEMBERS LISTED ABOVE ALL BECAME BOARD MEMBERS OF GOWEST ASSOCIATION.ALL EMPLOYEES FROM THE RELATED CORPORATION BECAME EMPLOYEES OF GOWEST SOLUTIONS EFFECTIVE JULY 1, 2022. FORM 990, PART III, LINE 3 EFFECTIVE JULY 1, 2022, MOUNTAIN WEST CREDIT UNION ASSOCIATION CEASED OPERATIONS AND MERGED WITH NORTHWEST CREDIT UNION ASSOCIATION TO FORM GOWEST CREDIT UNION ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JULY 1, 2022, MOUNTAIN WEST CREDIT UNION ASSOCIATION MERGED WITH NORTHWEST CREDIT UNION ASSOCIATION TO FORM GOWEST CREDIT UNION ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ASSOCIATION CONSIST OF STATE AND FEDERAL CREDIT UNIONS HAVING THEIR PRINCIPAL OFFICE LOCATED IN THE STATES OF ARIZONA, COLORADO, OR WYOMING. A CREDIT UNION HAVING ITS PRINCIPAL OFFICE OUTSIDE THE STATE OF ARIZONA, COLORADO OR WYOMING MAY BE AN ASSOCIATE CREDIT UNION MEMBER FOR THE ASSOCIATION DEPENDING ON THE LEVEL OF PRESENCE WITHIN THOSE STATES AND MEETS CERTAIN OTHER CONDITIONS. THOSE WITH FIVE OR MORE CREDIT UNION BRANCH LOCATIONS PAY STANDARD DUES AND HAVE FULL VOTING RIGHTS. THOSE WITH LESS THAN FIVE BRANCH LOCATIONS PAY A REDUCED MEMBERSHIP DUES AMOUNT AND DO NOT HAVE ANY VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS THROUGH AN ELECTION PROCESS AS OUTLINED IN THE BYLAWS. THE TERMS OF DIRECTORS ARE GENERALLY THREE YEARS AND ARE STAGGERED WITHIN EACH CLASS. EACH MEMBER HAS ONE VOTE FOR EACH DIRECTORSHIP IN THEIR STATE ONLY. ALL ELECTIONS FOR DIRECTORS SHALL BE DETERMINED BY PLURALITY VOTE, AND CONCLUDE ANNUALLY AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY REQUIRING APPROVAL BY THE MEMBERSHIP INCLUDE: EXPULSION OF A MEMBER (2/3 VOTE), AMEND THE BYLAWS (MAJORITY VOTE), AND AMEND THE CERTIFICATE OF INCORPORATION (2/3 VOTE). IN THE EVENT OF DISSOLUTION OF THE ASSOCIATION, ALL ASSETS WILL BE LIQUIDATED, AND ALL CREDITORS WILL BE PAID IN FULL, AFTER WHICH DISTRIBUTION WILL BE MADE TO THE MEMBER CREDITS UNIONS IN PROPORTION TO THE DUES PAID BY THEM IN THAT YEAR IN WHICH LIQUIDATION COMMENCED. ASSOCIATE MEMBERS SHALL NOT BE ENTITLED TO ANY DISTRIBUTION OF MONEY OR PROPERTY UPON LIQUIDATION OR OTHERWISE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ASSOCIATION'S CPA FIRM AND THEN REVIEWED THOROUGHLY BY THE ASSOCIATION'S SENIOR VP/CU ENGAGEMENT BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 15 CEO - THE REVIEW IS DONE ANNUALLY BY KGA (OUTSIDE CONSULTING FIRM) WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. KGA PREPARES COMPARABLE DATA AND MONITORS THE REVIEW PROCESS. OTHER OFFICERS AND KEY EMPLOYEES - DIRECT SUPERVISOR REVIEWS ANNUALLY AND PREPARES A WRITTEN EVALUATION THAT IS REVIEWED BY THE EMPLOYEE AND SIGNED,THE KGA COMPEASE PROGRAM IS USED TO DETERMINE SALARIES BASED ON THE COMPETENCIES AND REQUIRED SKILL LEVELS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC EXCEPT UPON REQUEST AND APPROVAL BY KEY MANAGEMENT. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED DUE TO MERGER -15,913,419. MOUNTAIN WEST CU FOUNDATION INC 18000 INTERNATIONAL BLVD STE 1120 SEATAC WA 98188 742232424 501(C)(3) CO 501(C)(3) N/A 0 CREDIT UNION STRATEGIC PARTNERS 18000 INTERNATIONAL BLVD STE 1120 SEATAC WA 98188 840620601 CREDIT UNION SERVICES CO N/A C 1237874 13602169 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 CREDIT UNION STRATEGIC PARTNERS P 133581 COST CREDIT UNION STRATEGIC PARTNERS O 319492 COST MOUNTAIN WEST CREDIT UNION FOUNDATION L 53900 COST MOUNTAIN WEST CREDIT UNION FOUNDATION N 0 COST MOUNTAIN WEST CREDIT UNION FOUNDATION O 61187 COST MOUNTAIN WEST CREDIT UNION FOUNDATION P 68362 COST