2024-11-15T23:27:09-06:00 2023-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC P O BOX 989 GREAT FALLS MT 59403 990 2023-01-01 810232791 INTREPID CREDIT UNION INTR 4064435400 915 KESSLER STREET HELENA MT 59601 GREG STRIZICH PRESIDENT 4064435400 2024-11-15 1 0 LANA KADOSHNIKOV CPA P00441678 4067612820 2024-11-15 2023 2024-10-15 13:58:12Z GREG STRIZICH 915 KESSLER STREET HELENA MT 59601 17508154 0 2206 X INTREPIDCU.ORG X 1936 MT CONSUMER (MEMBER) FINANCIAL SERVICES. 7 7 78 12 10671 0 0 0 11613812 16650938 886943 567407 -7681 128834 12493074 17347179 0 0 737606 2586848 5208344 6469920 0 0 0 4650856 6769918 10596806 15826686 1896268 1520493 281858042 314868160 253502287 283397529 28355755 31470631 TO PROVIDE MEMBERSHIP BENEFIT PROGRAMS, FINANCIAL EDUCATION, NEWSLETTERS, DEPOSIT AND LOAN INSURANCE PROTECTION, AND CONSUMER INFORMATION. 0 0 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. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4559 0 1 78 1 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X INTREPID CREDIT UNION 4064435400 915 KESSLER STREET HELENA MT 59601 GREG STRIZICH PRESIDENT/CEO 40.00 X 252842 0 19338 JIM MCDONNELL CHAIRPERSON - OUTGOING 8.00 X X 0 0 0 DONALD POLLY CHAIRPERSON 8.00 X X 0 0 0 NANCY EVERSON TREASURER 2.00 X X 0 0 0 AARON PRATT BOARD MEMBER 2.00 X 0 0 0 STANLEY PUTNAM BOARD MEMBER 2.00 X 0 0 0 ANDY HUNTHAUSEN VICE-CHAIRPERSON 2.00 X X 0 0 0 JOHN ROBINSON BOARD MEMBER 2.00 X 0 0 0 KEVIN DUNN SECRETARY 2.00 X X 0 0 0 WILLIAM BENNETT AVP INFORMATION SYSTEMS 40.00 X 114244 0 17119 TIM SCHUMACHER SVP OPERATIONS 40.00 X 101244 0 31970 ASHLEY STEWART VP CORE TECHNOLOGY AND PROJECTS 40.00 X 107871 0 22606 TAVISH TAYLOR CHIEF FINANCIAL OFFICER 40.00 X 149491 0 14818 LISA TINKER SVP MORTGAGE LENDING 40.00 X 113717 0 18454 839409 0 124305 6 0 1 0 MEMBER DRIVEN TECHNOLOGIES 501 PARK DR S STE 400 GREAT FALLS MT 59405 CORE PROCESSOR SUPPORT 527387 KASASA LTD 4516 SETON CENTER PKWY AUSTIN TX 78759 MARKETING AND CONSULTING 150056 PINION TECHNOLOGY CORE 828 GREAT NORTHERN BLVD HELENA MT 59601 INFORMATION TECHNOLOGY 143480 KXLF #1036 1003 S MONTANA ST BUTTE MT 59701 BROADCAST MARKETING 137606 BLACKFOOT COMMUNICATIONS 1221 N RUSSELL ST MISSOULA MT 59808 NETWORK TECHNOLOGY 130129 5 LOAN INTEREST 522100 12666819 12666819 FEES AND CHARGES 522100 3984119 3973448 10671 16650938 590836 590836 266380 137546 128834 128834 128834 23429 -23429 -23429 -23429 17347179 16616838 10671 719670 2586848 257846 5192312 222507 436492 360763 33798 551387 646844 548284 991389 179948 1036074 113328 793500 397380 70587 MISC OPERATING EXPENSES 595929 PROCESSING CHARGES 281380 PROVISION FOR LOAN LOSS 201033 LOAN SERVICING 122774 206283 15826686 2425632 5296147 7039210 5240418 1061979 1197796 225504457 253432831 2379160 2477057 22428783 5293894 12452179 17134889 26868373 23479330 717931 3472684 234502 234502 3174619 2902506 281858042 314868160 675462 2554220 8303795 16952658 244523030 263890651 253502287 283397529 X 0 0 0 0 28355755 31470631 28355755 31470631 281858042 314868160 X 1520493 89048 35957 1469378 X 0 0 0 1512108 1512108 16953223 2830179 14123044 553652 302501 251151 3409800 2161214 1248586 17134889 MEMBERS' DEPOSIT ACCOUNTS 263890651 263890651 X X 0 0 0 GREG STRIZICH PRESIDENT/CEO 252842 0 0 0 0 0 11569 0 7769 0 272180 0 0 0 TAVISH TAYLOR CHIEF FINANCIAL OFFICER 149491 0 0 0 0 0 0 0 14818 0 164309 0 0 0 PART I, LINE 3 THE BOARD ESTABLISHES COMPENSATION FOR THE ORGANIZATION'S PRESIDENT/CEO USING COMPARABILITY DATA FROM THE NATIONAL CREDIT UNION ASSOCIATION SALARY SURVEYS. FORM 990, PART VI, SECTION A, LINE 6 INTREPID CREDIT UNION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A INTREPID CREDIT UNION HAS MEMBERS WHO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS, STOCKHOLDERS, AND OTHERS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO REVIEWS THE 990 PRIOR TO FILING. A COPY OF THE 990 IS PROVIDED AT THE CLOSEST MONTHLY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE HUMAN RESOURCE DIRECTOR AT INTREPID CREDIT UNION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 WHEN DETERMINING COMPENSATION OF CEO AND KEY EMPLOYEES, COMPARABILITY DATA IS USED FROM THE NATIONAL CREDIT UNION ASSOCIATION SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 INTREPID CREDIT UNION POSTS FINANCIAL STATEMENTS IN LOBBIES AND ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XI, LINE 9: EQUITY ACQUIRED IN MERGER 1,469,378.