COPOCO COMMUNITY CREDIT UNION

EIN: 381435020

BAY CITY, MI

Total Revenue
$2,629,283
Total Expenses
$6,093,352
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
MI
Principal Officer
DAVID BRANDT
Phone
9896841873
Tax Period
2025-01-01 to 2025-07-31

COPOCO COMMUNITY CREDIT UNION, founded in 1951, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2025. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $6.1M exceeded revenue, resulting in a 132% operating deficit.

Mission

IT IS THE MISSION OF THE BOARD OF DIRECTORS AND STAFF OF COPOCO COMMUNITY CREDIT UNION TO PROVIDE EXCELLENCE IN SERVICE, HELPING EACH MEMBER REALIZE THEIR FINANCIAL GOALS AND DREAMS.

Program Service Accomplishments

Program 1

THE CREDIT UNION PROVIDES SEVERAL DEPOSIT ACCOUNT TYPES TO MEMBERS INCLUDING SAVINGS, CHECKING, AND CERTIFICATES. COPOCO COMMUNITY CREDIT UNION MERGED ITS ASSETS INTO ELGA CREDIT UNION EFFECTIVE...

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THE CREDIT UNION PROVIDES SEVERAL DEPOSIT ACCOUNT TYPES TO MEMBERS INCLUDING SAVINGS, CHECKING, AND CERTIFICATES. COPOCO COMMUNITY CREDIT UNION MERGED ITS ASSETS INTO ELGA CREDIT UNION EFFECTIVE AUGUST 1, 2025. CREDIT UNION DEPOSIT AND LENDING SERVICES FOR THE FORMER MEMBERS OF COPOCO COMMUNITY CREDIT UNION WILL CONTINUE UNDER ELGA CREDIT UNION.

Program 2

THE CREDIT UNION PROVIDES A VARIETY OF LOANS TO MEMBERS INCLUDING REAL ESTATE, CREDIT CARD, AND VEHICLE. COPOCO COMMUNITY CREDIT UNION MERGED ITS ASSETS INTO ELGA CREDIT UNION EFFECTIVE AUGUST 1...

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THE CREDIT UNION PROVIDES A VARIETY OF LOANS TO MEMBERS INCLUDING REAL ESTATE, CREDIT CARD, AND VEHICLE. COPOCO COMMUNITY CREDIT UNION MERGED ITS ASSETS INTO ELGA CREDIT UNION EFFECTIVE AUGUST 1, 2025. CREDIT UNION DEPOSIT AND LENDING SERVICES FOR THE FORMER MEMBERS OF COPOCO COMMUNITY CREDIT UNION WILL CONTINUE UNDER ELGA CREDIT UNION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,881,728
Investment Income $735,645
Other Revenue $11,910
TOTAL REVENUE $2,629,283

Expense Breakdown

Grants Paid $0
Salaries & Benefits $939,633
Fundraising Expenses $0
Other Expenses $5,153,719
TOTAL EXPENSES $6,093,352

Year-over-Year Comparison

2025 2024 Change
Revenue $2,629,283 $5,945,099 -0.6%
Expenses $6,093,352 $5,377,964 +0.1%
Net Income $-3,464,069 $567,135 -7.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
36
Volunteers
8

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$59,225
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MERI SUE ENGERS BOD CHAIRPERSON 1.00
Director
$0 $0 $0
CHRISTOPHER HENNESSY BOD MEMBER 1.00
Director
$0 $0 $0
JOSEPH WESPISER BOD MEMBER 1.00
Director
$0 $0 $0
JOHN TIPPMAN BOD VICE CHAIRPERSON 1.00
Director
$0 $0 $0
SEAN KELLY BOD SECRETARY 1.00
Director
$0 $0 $0
TREVOR KEYES BOD MEMBER 1.00
Director
$0 $0 $0
HAROLD MILLER BOD MEMBER 1.00
Director
$0 $0 $0
RONALD O'CONNOR SUPERVISORY COMM. CHAIR 1.00
Director
$0 $0 $0
KENDRA CHRISTENSEN COO 40.00
Officer
$52,889 $6,336 $59,225
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,629,283 $6,093,352 No data $-3,464,069
2024 No data No data No data No data
2023 $4,560,622 $6,403,314 $107,996,151 $-1,842,692
2022 $4,868,820 $4,385,924 $116,275,135 $482,896
2021 $4,676,289 $4,507,981 $120,251,871 $168,308
2020 $4,788,902 $4,579,518 $111,491,350 $209,384
2019 $5,174,370 $4,765,793 $95,961,879 $408,577
2018 $5,423,306 $4,743,937 $96,817,311 $679,369
2017 $5,448,922 $5,214,893 $98,435,487 $234,029
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