Lake Michigan Credit Union Annual Report 2020

Page 1

2020 Annual Report


STATEMENT OF FINANCIAL CONDITION FOR YEARS ENDED DECEMBER 31, 2020 AND 2019 (in thousands) 2020

2019

2020

2019

ASSETS Loans Loans to Members

$798,380

$769,032

LIABILITIES & EQUITY Liabilities Accrued Expenses and other liabilities

$110,264

$72,926

Real Estate Loans

4,770,466

3,700,568

Borrowed Funds

270,000

344,000

818,810

659,838 Total Liabilities

$380,264

$416,926

$7,811,020

$5,569,228

Commercial Loans

$6,387,656 Less: Allowance for Loan Losses

(12,242)

$5,129,438 (6,806)

Net Member Loans

$6,375,414

$5,122,632

Held for Sale

$140,196

$234,275

Cash

1,870,416

971,795

Retained Earnings

$1,035,924

$871,405

474,407

232,662

Statutory Reserve

13,605

13,605

Deposit - NCUIF

62,081

48,239

Life Savings Reserve

Accrued Interest Receivable

18,751

15,963

Unrealized Gain (Loss) on Investments

Investments

Total Savings Equity

2,914

-

(6,802)

(468)

Mortgage Servicing Rights

55,216

60,940

Other

Goodwill and other intangibles

46,059

50,083

Total Equity

$1,045,641

$877,227

Other assets

97,240

40,194

Fixed assets (Net of Depreciaiton)

97,145

86,598

Total Liabilities & Equity

$9,236,925

$6,863,381

$9,236,925

$6,863,381

Total Assets

(7,315)


C

C

O

L

Best and Brightest Companies

A

D

E

Best Credit Union

®

®

Lending Tree, ranks us in the top 200 healthiest credit unions.

–May 2019

–January 2019

Named the #1 credit union in the nation S&P Global

–March 2020

MONEY® rated our 3% Max Checking account the Best Checking Account in America among accounts offered by credit unions. Lake Michigan Credit Union was selected as the Best Credit Unions In Each State by Forbes Magazine.

–June 2020

5-star rating for financial stability from Bauer Financial

–September 2019

A

A rating for financial strength from Kroll Bond rating Agency

–January 2019

–October 2019

S

1

NO.

A

Return on Assets among credit unions larger than $2 billion in assets by Callahan and Associates.

–December 2020

THE NATION’S

#2

#1 Low Ongoing Rate Credit Card

MORTGAGE LOAN ORIGINATOR

Kiplinger rated our Prime Platinum Credit Card Top Low Ongoing Rate Credit Card in the nation.

LMCU is ranked the nation’s #2 Mortgage Loan Originator among credit unions by Callahan and Associates.

–June 2020

–Quarter 1, 2020


Lake Michigan Credit Union Asset size 2010-2020 Lake Michigan Credit Union 5540 Glenwood Hills Parkway SE Grand Rapids, MI 49512

$10B

Lake Michigan Insurance Agency 5550 Cascade Rd. SE Grand Rapids, MI 49546

$8B

MaxWealth Management 2024 Celebration Dr. NE Grand Rapids, MI 49525

$6B

(800) 242-9790 LMCU.org

$9B

$7B

$5B $4B $3B $2B $1B $0B

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