2025-05-06T17:12:18-07:00 2024-12-31 990 2024-01-01 930465543 MARION AND POLK SCHOOLS CREDIT UNION MARI 5035880181 PO Box 12398 Salem OR 97309 Mel Monroe SVP of Accounting and Finance 5035880181 2025-05-01 1 2024 2025-03-06 01:10:19Z Maps Credit Union Mark A Zook PO Box 12398 Salem OR 97309 89966909 0 X www.mapscu.com X Non-Profit 1935 OR Create and maintain long-term, mutually beneficial relationships with our members and our employees. 7 7 398 12 64377 0 0 0 70072569 82842862 5121755 5570227 834291 1530473 76028615 89943562 1017470 135933 0 0 24638875 28622496 0 0 0 36551729 47019752 62208074 75778181 13820541 14165381 1349733425 1380746138 1212897695 1228697693 136835730 152048445 Create and maintain long-term, mutually beneficial relationships with our members and our employees 0 0 Cooperative based financial institution, promotes thrift and affordable financial services. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 54794 0 1 398 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 1 1 X Aimee Wilson 5035880181 PO Box 12398 Salem OR 97309 Mark Zook President/CEO 50 X 567514 0 12075 Scott Sadler Chief People Officer 50 X 406131 0 8599 Jeremy Deglow SVP of Remote Delivery 40 X 322576 0 6572 Toni Silbernagel Chief Revenue Officer 50 X 269726 0 9950 Rachel Pross Chief Operations Officer 50 X 267891 0 9965 Christopher Giles Chief Experience Officer 50 X 251787 0 9965 David Budd SVP, Head of Wealth 40 X 224062 0 8325 Charles Daiker SVP Information Technology 50 X 204529 0 7812 Melvin Monroe SVP Finance and Accounting 50 X 194878 0 7693 Christopher Federici CEO of Maps Insurance Services 50 X 186616 0 7066 Ryan Stuart Outbound Sales Manager 40 X 168888 0 5939 Jake Stai VP of Risk 40 X 166462 0 6868 Brenton Paulsen VP of Data Strategy 40 X 165915 0 6762 Cathy Ann Grimes VP of Marketing 40 X 165433 0 6798 Tamara Mack VP of Human Resources 40 X 165109 0 6776 Traci Kendall VP of Administration 50 X 156038 0 6091 Jennifer Winegar VP of Commercial Services 40 X 131183 0 5051 Joe Phillippay Board Member 2 X 11223 0 0 Kathy Moore Board Member 2 X 11223 0 0 Judy Beebe Board Member 2 X 11223 0 0 Brant Wolf Board Chair 2 X 11223 0 0 Jeff Antrican Board Member 2 X 11223 0 0 Tom Marks Board Member 2 X 11223 0 0 Travis Young Board Member 2 X 11223 0 0 4093299 0 132307 47 0 1 0 PSCU 560 Carillon Parkway St Petersburg FL 33716 Card Processor 2734467 Healthcare Management Administrators 10700 Northup Way Suite 100 Bellevue WA 98004 Healthcare Insurance Admin. 2800994 MasterCard Incorporated 2200 Mastercard Blvd O Fallon MO 63368 Card services 2000996 TBA Insurance Group Ltd PO Box 24622 Ft Worth TX 76124 CPI premiums 1759583 CD Redding Construction Inc 2837 22nd St SE Suite 155 Salem OR 97302 Building construction general contractor 4298846 52 0 0 0 0 0 0 0 0 Interest and Fee Income 522130 82783795 82719418 64377 0 Membership Dues 522130 59067 59067 0 0 0 0 0 0 82842862 5583232 5583232 0 0 0 0 0 0 0 0 0 0 340030 0 0 0 340030 0 340030 340030 0 0 0 10342 0 23347 0 -13005 -13005 -13005 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MFS Commissions 522130 278369 278369 0 0 Other Operating Income 522130 912074 912074 0 0 0 0 0 0 1190443 89943562 89879185 64377 0 34533 101400 0 0 3201242 0 19146950 1152681 2817032 2304591 0 459686 162287 0 0 0 3065765 902804 3364746 3591720 0 2173014 181100 0 102289 17745409 0 1522956 550320 ATM Network Expense 3026455 Provision for Loan Loss 4548129 Loan and Lease Expenses 3092846 Member Digital Service Expenses 1031071 1499155 75778181 0 0 0 46684483 77952142 0 0 0 0 1157043 1204027 7980635 10119989 0 0 1060790223 1153798197 200306 503486 2219500 2357758 57721321 15810317 39078646 41911004 114902210 13622551 21555280 18882486 0 0 0 0 55165099 60394498 1349733425 1380746138 91787225 20343564 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1121110470 1208354129 1212897695 1228697693 X 0 0 0 0 136835730 152048445 136835730 152048445 1349733425 1380746138 14165381 1047334 0 0 0 0 X 1 X 1 X 1 0 0 5116559 5116559 0 35018475 4687801 30330674 0 8496728 4254235 4242493 0 9089559 6868281 2221278 0 0 0 0 41911004 0 Member Deposits and Share Accounts 1208354129 1208354129 X 89943562 0 0 0 0 0 89943562 0 0 0 89943562 75778181 0 0 0 0 0 75778181 0 0 0 75778181 Schedule D, Part X, Line 2 Management has assessed the Credit Union's activities for any potential federal or state income tax liability and determined that the credit union has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. Additionally, no interest or penalties have been recorded in the accompanying consolidated financial statements related to uncertain tax positions. 1 United Way of the Mid-Willamette Valley 930395586 501c3 7500 Cash Sponsorship for the Awesome 3000 Event that provides a fun run for students K-12 in the Salem-Keizer School District and raises funds for education. McLaran Leadership Foundation 920409322 501c3 6647 Cash Sponsorship for Salem-Keizer Crystal Apple Awards which celebrate excellence in education. Chemeketa Community College Foundation 936097106 501c3 10000 Cash Donation for 5 new $2,000 scholarships for Chemeketa students for 2024-25 3 0 Scholarships-Maps Credit Union, Dan Penn, other programs 29 74000 0 n/a School supply grants to teachers 40 20000 0 n/a Education IDA program savings matches 12 7400 0 n/a Schedule I, Part I, Line 2 We utilize an independent foundation (Maps Community Foundation) with its own board and executive director. X X X 1 1 0 Mark Zook President/CEO 444883 0 63641 0 58990 0 12075 0 0 0 579589 0 0 0 Scott Sadler Chief People Officer 198911 0 25002 0 182219 0 8599 0 0 0 414731 0 0 0 Jeremy Deglow SVP of Remote Delivery 154123 0 18183 0 150270 0 6572 0 0 0 329148 0 0 0 Toni Silbernagel Chief Revenue Officer 220436 0 25002 0 24288 0 9950 0 0 0 279676 0 0 0 Rachel Pross Chief Operations Officer 242620 0 25002 0 270 0 9965 0 0 0 277857 0 0 0 Christopher Giles Chief Experience Officer 226372 0 25002 0 414 0 9965 0 0 0 261753 0 0 0 David Budd SVP, Head of Wealth 161744 0 62227 0 90 0 8325 0 0 0 232386 0 0 0 Charles Daiker SVP Information Technology 182332 0 18183 0 4014 0 7812 0 0 0 212341 0 0 0 Melvin Monroe SVP Finance and Accounting 176400 0 18208 0 270 0 7693 0 0 0 202571 0 0 0 Christopher Federici CEO of Maps Insurance Services 153212 0 28334 0 5070 0 7066 0 0 0 193682 0 0 0 Ryan Stuart Outbound Sales Manager 36793 0 132065 0 30 0 5939 0 0 0 174827 0 0 0 Jake Stai VP of Risk 150265 0 16137 0 60 0 6868 0 0 0 173330 0 0 0 Brenton Paulsen VP of Data Strategy 147192 0 18687 0 36 0 6762 0 0 0 172677 0 0 0 Cathy Ann Grimes VP of Marketing 151567 0 13637 0 229 0 6798 0 0 0 172231 0 0 0 Tamara Mack VP of Human Resources 151214 0 13637 0 258 0 6776 0 0 0 171885 0 0 0 Traci Kendall VP of Administration 137441 0 18183 0 414 0 6091 0 0 0 162129 0 0 0 Jennifer Winegar VP of Commercial Services 113834 0 16942 0 407 0 5051 0 0 0 136234 0 0 0 Schedule J, Part I, Line 4 One employee, Scott Sadler received severance payment in 2024. Mark A Zook President/CEO Split-dollar loan X 3014488 3213338 0 1 1 Mel E Monroe SVP of Finance and Accounting Split-dollar loan X 1422940 1418776 0 1 1 Rachel Pross Chief Operations Officer Split-dollar loan X 895369 915031 0 1 1 Garrett Christopherson CEO of Evergreen Armored Transport Split-dollar loan X 1944210 1944210 0 1 1 Chris Giles Chief Experience Officer Split-dollar loan X 1494919 1479348 0 1 1 Brenton Paulsen Vice President of Data Strategy Split-dollar loan X 1114812 1149286 0 1 1 10119989 Form 990, Part VI, Section A, Line 6 The Credit Union has members. Form 990, Part VI, Section A, Line 7a The Board of Directors are elected by credit union members. Form 990, Part VI, Section A, Line 7b Mergers and removal of directors require member approval. Form 990, Part VI, Section B, Line 11b Form 990 is reviewed by the Financial Analyst and the SVP of Finance. Form 990, Part VI, Section B, Line 12c Annual review of interests and involvements. Form 990, Part VI, Section B, Line 15 Annual compensation reviews are completed. Board compensation committee reviews CEO compensation. Third-party compensation study completed on all positions. Form 990, Part VI, Section C, Line 19 Balance sheet is posted in branch locations. Other financial statements, documents, and policies are available for member review upon request. Maps Service Agency PO Box 12398 Salem OR 97309 930575675 Insurance, mobile banking, background screening OR Marion and Polk Schools Credit Union C 1 1 1 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 Maps Service Agency a-i 30462 Cash paid Maps Service Agency b 4780000 Cash paid-additional investment Maps Service Agency d 750015 Outstanding loan balance Maps Service Agency j 219043 Cash paid Maps Service Agency l 905330 Cash paid Maps Service Agency m 1342500 Cash paid