WEOKIE CREDIT UNION Charity Report

Tax-exempt status may be revoked

WEOKIE CREDIT UNION

EIN 73-0784198 · Credit Unions (W61)

What they do

CREDIT UNION PROVIDING FINANCIAL SERVICES to ITS MEMBER OWNERS.

Before you give

Should I give to this charity?

Easy charity check

Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2017The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

8.82%of revenue went to mission work10.7% of expenses · Program services

$82.58spent for every $100 of revenueRevenue covered expenses this year.

73.76%of revenue went to management and office costs89.3% of expenses

$28.86in assets for every $1 spent this yearSome assets cannot be spent right away.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $670,719 for BRENT TAYLOR (PRESIDENT AN). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2017

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$42,986,888

Mission workProgram services$3,790,0858.82% of revenue10.7% of expenses

ManagementOffice and general costs$31,708,08873.76% of revenue89.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$7,488,71517.42% of revenueShown in gray on the chart

Total expenses$35,498,17382.58% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Pause before giving. This filing reports that 0.0% of spending went to fundraising and 10.7% went to mission work. Ask the charity to explain these numbers and show recent results.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2017CurrentExpense mix: 10.7% mission · 89.3% management · 0.0% fundraisingTotal expenses: 82.58% of revenue

2016Expense mix: 12.0% mission · 88.0% management · 0.0% fundraisingTotal expenses: 80.56% of revenue

Money in and money out

Revenue$42,986,888

Expenses$35,498,173

Annual surplus $7,488,715 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,790,085 · 10.7% of expenses

Management and office costs$31,708,088 · 89.3% of expenses

See all reported dollar amounts

Revenue$42,986,888

Expenses$35,498,173

Assets$1,024,486,254

Mission work (program services)$3,790,085

Management and general$31,708,088

Accounting fees$252,915

People

Leadership and board

Tax year 2017

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

BRENT TAYLORPRESIDENT AN · 45 hrs/week $670,719Base $616,486 · Other $54,233

DOUG SCHWARZEXECUTIVE VP · 45 hrs/week $485,947Base $431,714 · Other $54,233

DIANE MACHCOO · 45 hrs/week $268,250Base $230,750 · Other $37,500

DAVID DUBEYVP OF IT · 45 hrs/week $210,155Base $177,650 · Other $32,505

STEVEN MCCONNELLGENERAL COUN · 45 hrs/week $194,830Base $158,950 · Other $35,880

DOYLE PROVINCEVP OF MORTGA · 45 hrs/week $191,195Base $157,950 · Other $33,245

DAWN SIMONVP OF MARKET · 45 hrs/week $174,047Base $142,050 · Other $31,997

MIKE ROARKVP OF OPERAT · 45 hrs/week $169,503Base $138,150 · Other $31,353

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

BRENT TAYLORPRESIDENT AN

DOUG SCHWARZEXECUTIVE VP

DIANE MACHCOO

DAVID DUBEYVP OF IT

STEVEN MCCONNELLGENERAL COUN

DOYLE PROVINCEVP OF MORTGA

DAWN SIMONVP OF MARKET

MIKE ROARKVP OF OPERAT

CRAIG EIDSONDIRECTOR

DENNIS MARCHDIRECTOR

GARY TARKINGTONVICE-CHAIRMA

LEE LILESDIRECTOR

LEONARD WELLSSECRETARY/TR

TONY CARLDIRECTOR

WARREN PYBASCHAIRMAN

About this charity

Recognized since: January 2003
Location: 7410 N MEMORIAL DRIVE, OKLAHOMA CITY, OK 73142-0000
County: Oklahoma
In care of: DOUG SCHWARZ
Primary officer: DOUG SCHWARZ, EXECUTIVE VP & CFO

How to reach them

WebsiteVisit the charity’s website Phone(405) 235-3030

Filing and classification

Latest tax year: 2017
Tax period began: January 1, 2017
Return type: 990
NTEE classification: Credit Unions (W61)
IRS tax category: Credit Unions
Revocation date: May 15, 2026