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Nonprofit · EIN 87-6127713

CREDIT UNIONS CHARTERED IN THE STATE OF UTAH

Also known as SAN JUAN CREDIT UNION

Tax-exempt · BLANDING, UT 84511

Financials

$3M$2.6M2023$3.3M$3.2M2024$3.4M$3.1M2025
Revenue Expenses · by fiscal year end
Financials of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$3,416,578$3,147,630$268,948$29,192,877$25,123,275$4,069,602
December 31, 2024990$3,305,121$3,208,165$96,956$28,927,594$25,126,940$3,800,654
December 31, 2023990$2,971,581$2,634,820$336,761$27,424,625$23,720,927$3,703,698
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$239,001
of which government grants
$239,001
Program service revenue
$2,804,191
Investment income
$373,386
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$335,579
Other salaries and wages
$609,574
Salaries, compensation and benefits (total)
$1,343,490
Professional fundraising fees
$0
Legal fees
$48,169
Accounting fees
$29,867
Occupancy
$101,943
Travel
$29,919
Depreciation
$66,676

Balance sheet and other

Total assets, start of year
$28,927,594
Total assets, end of year
$29,192,877
Total liabilities, end of year
$25,123,275
Net assets, end of year
$4,069,602
Land, buildings and equipment
$633,001
Net assets without donor restrictions
$4,069,602
Gross receipts
$3,416,578
Employees
16
Volunteers
9
Year formed
1963
State of legal domicile
UT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SHERRILL PATTERSONCFO/VICE PRESIDENT
Key employee, Highest-paid employee
45$179,376$179,376
LEAH LYMANPRESIDENT/CEO
Key employee
45$156,203$156,203
JAMIE HARVEYDIRECTOR
Trustee or director
0$0$0
DENISE BRADFORDDIRECTOR
Trustee or director
0$0$0
RANDALL PEMBERTONCHAIR VICE PRESIDENT
Officer
0$0$0
JOSEPH MITCHELLSECRETARY / TREASURER
Officer
0$0$0
JOANNA BETHEABOARD CHAIR
Officer
0$0$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
SHERRILL PATTERSONCFO/VICE PRESIDENT
Key employee, Highest-paid employee
45$176,399
LEAH LYMANPRESIDENT/CEO
Key employee
45$145,969
JAMIE HARVEYDIRECTOR
Trustee or director
0$0
RANDALL PEMBERTONDIRECTOR
Trustee or director
0$0
NATANI LAWSBOARD VICE CHAIR
Officer
0$0
JOSEPH MITCHELLSECRETARY / TREASURER
Officer
0$0
JOANNA BETHEABOARD CHAIR
Officer
0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
SHERRILL PATTERSONCFO/VICE PRESIDENT
Key employee, Highest-paid employee
45$156,803
LEAH LYMANPRESIDENT/CEO
Key employee
45$141,714
JAMIE HARVEYDIRECTOR
Trustee or director
0$0
RANDALL PEMBERTONDIRECTOR
Trustee or director
0$0
NATANI LAWSBOARD VICE CHAIR
Officer
0$0
JOSEPH MITCHELLSECRETARY / TREASURER
Officer
0$0
JOANNA BETHEABOARD CHAIR
Officer
0$0

Address and contacts

Address (IRS master file)
792 S 200 W, BLANDING, UT 84511-3909
Principal officer (990 for 2025)
JOANNA BETHEA, 792 S 200 W, BLANDING, UT 84511
Signed the 990
Sherrill Patterson, CFO
Phone
(435) 678-2124

Mission

It is the Mission of San Juan Credit Union to provide the best financial services to those who live, work or have family in San Juan County Utah, while protecting the integrity of the Credit Union and all of its members.

990 for the year ended December 31, 2025

Program accomplishments

  • PROVIDED MEMBERS OF OUR COMMUNITY A SIMPLE AND REASONABLE MEANS FOR WHICH THEY CAN SAVE INVEST AND BORROW MONEY.
    Expenses $3,099,830 · revenue $3,416,578
  • GOVERNMENT GRANT - IRS ERC CREDIT FOR 2020-2021
    Expenses $47,800 · grants $239,001

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-6127713
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1956
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$29,192,877
Income (IRS master file)
$3,416,578

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$3,416,578$3,147,630$29,192,877XML
990December 2024$3,305,121$3,208,165$28,927,594XML
990December 2023$2,971,581$2,634,820$27,424,625XML
990December 2022$2,458,018$2,186,300$31,825,089IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-6127713).

Questions about CREDIT UNIONS CHARTERED IN THE STATE OF UTAH

What is the EIN of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH?
The employer identification number (EIN) of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH is 87-6127713.
Is CREDIT UNIONS CHARTERED IN THE STATE OF UTAH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1956.
Are donations to CREDIT UNIONS CHARTERED IN THE STATE OF UTAH tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CREDIT UNIONS CHARTERED IN THE STATE OF UTAH file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CREDIT UNIONS CHARTERED IN THE STATE OF UTAH last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH?
The 990 for the year ended December 31, 2025 names JOANNA BETHEA.
Who are the officers and directors of CREDIT UNIONS CHARTERED IN THE STATE OF UTAH?
The 990 for the year ended December 31, 2025 lists 7 people; 2 received compensation from the organization, the highest $179,376 (SHERRILL PATTERSON, CFO/VICE PRESIDENT).
How much revenue does CREDIT UNIONS CHARTERED IN THE STATE OF UTAH have?
On its 990 for the year ended December 31, 2025 it reported revenue of $3,416,578, expenses of $3,147,630 and total assets of $29,192,877 at year end.

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