Civic Intelligence

Financial Plus Credit Union

EIN 36-2282191 • 501(c)14 • Ottawa, IL

View Organization Page

Profile

Exceptional service to members

800 Chestnut StreetOttawa, IL 61350

www.financialplus.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.89x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

20.48x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2022

Net Margin

88th percentile

21%

Higher net margin than 88% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

4.0%

Faster asset growth than 60% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

10%

Faster revenue growth than 32% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$528,122,810

Up $39,794,124 (+8.1%) from 2023

Liabilities

Up

$462,950,048

Up $31,810,376 (+7.4%) from 2023

Net Assets

Up

$65,172,762

Up $7,983,748 (+14%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin88th percentile

Revenue

Up

$31,030,431

Up $6,430,240 (+26%) from 2023

Expenses

Up

$25,267,450

Up $4,507,789 (+22%) from 2023

Net Income

Up

$5,762,981

Up $1,922,451 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2010: $175,451,949Liabilities 2010: $151,826,312Net Assets 2010: $23,625,6372010Assets 2011: $192,552,938Liabilities 2011: $166,672,061Net Assets 2011: $25,880,8772011Assets 2012: $206,662,557Liabilities 2012: $178,365,169Net Assets 2012: $28,297,3882012Assets 2013: $219,793,498Liabilities 2013: $189,616,995Net Assets 2013: $30,176,5032013Assets 2014: $235,914,658Liabilities 2014: $203,530,110Net Assets 2014: $32,384,5482014Assets 2015: $280,299,647Liabilities 2015: $244,627,600Net Assets 2015: $35,672,0472015Assets 2016: $299,345,397Liabilities 2016: $261,046,176Net Assets 2016: $38,299,2212016Assets 2017: $310,635,335Liabilities 2017: $269,277,139Net Assets 2017: $41,358,1962017Assets 2018: $319,938,471Liabilities 2018: $274,801,218Net Assets 2018: $45,137,2532018Assets 2019: $337,335,921Liabilities 2019: $287,917,629Net Assets 2019: $49,418,2922019Assets 2020: $397,647,993Liabilities 2020: $345,300,924Net Assets 2020: $52,347,0692020Assets 2021: $450,128,379Liabilities 2021: $395,326,307Net Assets 2021: $54,802,0722021Assets 2022: $468,066,782Liabilities 2022: $416,662,389Net Assets 2022: $51,404,3932022Assets 2023: $488,328,686Liabilities 2023: $431,139,672Net Assets 2023: $57,189,0142023Assets 2024: $528,122,810Liabilities 2024: $462,950,048Net Assets 2024: $65,172,7622024

Highlighted filing

2024

Assets$528,122,810
Liabilities$462,950,048
Net Assets$65,172,762
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $9,155,8962010Expenses 2011: $8,890,8852011Expenses 2012: $8,804,5282012Revenue 2013: $11,028,930Expenses 2013: $8,813,875Net Income 2013: $2,215,0552013Revenue 2014: $10,930,912Expenses 2014: $9,162,736Net Income 2014: $1,768,1762014Revenue 2015: $12,166,280Expenses 2015: $9,907,128Net Income 2015: $2,259,1522015Revenue 2016: $13,486,079Expenses 2016: $10,734,752Net Income 2016: $2,751,3272016Revenue 2017: $14,531,643Expenses 2017: $11,358,071Net Income 2017: $3,173,5722017Revenue 2018: $16,237,237Expenses 2018: $12,328,447Net Income 2018: $3,908,7902018Revenue 2019: $17,514,647Expenses 2019: $13,765,737Net Income 2019: $3,748,9102019Revenue 2020: $17,277,341Expenses 2020: $14,668,286Net Income 2020: $2,609,0552020Revenue 2021: $18,435,940Expenses 2021: $15,115,889Net Income 2021: $3,320,0512021Revenue 2022: $20,342,289Expenses 2022: $16,115,786Net Income 2022: $4,226,5032022Revenue 2023: $24,600,191Expenses 2023: $20,759,661Net Income 2023: $3,840,5302023Revenue 2024: $31,030,431Expenses 2024: $25,267,450Net Income 2024: $5,762,9812024

Highlighted filing

2024

Revenue$31,030,431
Expenses$25,267,450
Net Income$5,762,981
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$528,122,810
Liabilities
$462,950,048
Net assets
$65,172,762
Revenue
$31,030,431
Expenses
$25,267,450
Net income
$5,762,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$528$463$65.2$31.0$25.3$5.76
2023Detailed filing. Detailed filing data is available for this year.$488$431$57.2$24.6$20.8$3.84
2022Detailed filing. Detailed filing data is available for this year.$468$417$51.4$20.3$16.1$4.23
2021Detailed filing. Detailed filing data is available for this year.$450$395$54.8$18.4$15.1$3.32
2020Detailed filing. Detailed filing data is available for this year.$398$345$52.3$17.3$14.7$2.61
2019Detailed filing. Detailed filing data is available for this year.$337$288$49.4$17.5$13.8$3.75
2018Detailed filing. Detailed filing data is available for this year.$320$275$45.1$16.2$12.3$3.91
2017Detailed filing. Detailed filing data is available for this year.$311$269$41.4$14.5$11.4$3.17
2016Detailed filing. Detailed filing data is available for this year.$299$261$38.3$13.5$10.7$2.75
2015Detailed filing. Detailed filing data is available for this year.$280$245$35.7$12.2$9.91$2.26
2014Detailed filing. Detailed filing data is available for this year.$236$204$32.4$10.9$9.16$1.77
2013Detailed filing. Detailed filing data is available for this year.$220$190$30.2$11.0$8.81$2.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$178$28.3$8.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$193$167$25.9$8.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$175$152$23.6$9.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$52,488,474
Mission and Program Overview

Mission

Exceptional Service to Members

The credit union assists their members in the management of their financial well being by providing exceptional service to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$303,145,938$328,102,992▲ $24,957,054
Investments in Publicly Traded Securities$94,290,038$101,807,617▲ $7,517,579
Rtn Earn Endowment Incm Other Fnds$57,189,014$65,172,762▲ $7,983,748
Savings and Temporary Cash Investments$37,824,418$42,652,076▲ $4,827,658
Land, Buildings, and Equipment, Net$24,198,587$23,427,695▼ $770,892
Cash and Non-Interest-Bearing Accounts$5,972,255$7,434,534▲ $1,462,279
Prepaid Expenses and Deferred Charges$3,134,315$3,055,220▼ $79,095
Investments Other Securities$2,741,498$3,052,140▲ $310,642
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$488,328,686$528,122,810▲ $39,794,124
Other Assets Total$17,021,637$18,590,536▲ $1,568,899
Liabilities
Other Liabilities$426,881,802$458,550,447▲ $31,668,645
Accounts Payable and Accrued Expenses$4,257,870$4,399,601▲ $141,731
Total Liabilities$431,139,672$462,950,048▲ $31,810,376
Net Assets / Fund Balance
Total Net Assets Fund Balance$57,189,014$65,172,762▲ $7,983,748
Total Liabilities and Net Assets / Fund Balance$488,328,686$528,122,810▲ $39,794,124

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,309,042$6,674,834$21,983,876
Equipment$2,239,612$7,040,898$9,280,510
Land$5,272,387-$5,272,387
Other Land Buildings$606,654$928,897$1,535,551
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter FauthPresident & CEOFT$244,443$101,422$345,865
Dianne BangertExecutive VP & COOFT$141,726$62,438$204,164
Tom GregorVP - CIOFT$132,267$52,153$184,420
Fielding LockasVP - CFOFT$125,175$51,891$177,066
Lee WilkinsVP - CMOFT$134,881$7,596$142,477
Trent ThreadgillAvp of LendingFT$108,548$23,025$131,573
Sebby MckeeRetired Director of Human ResourceFT$88,958$37,873$126,831
Kathleen JenkinsVP - CLOFT$76,039$21,027$97,066

Board Members and Trustees

NameTitle
Joseph NavarroChairperson
Thomas BretagVice Chairperson
Aaron BattistelliDirector
Anthony QuigleyDirector
Daniel FarrellDirector
Paul SweedenDirector
Vincent KozsdiyDirector
Esmeralda MartinezSecretary
Chad CoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,202,427
Investment Income
$4,828,004
Other Revenue
$0
Change in Net Assets
$5,762,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,461,771
Salaries, Compensation, and Employee Benefits$7,805,679
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,635,158
Information Technology---$2,372,967
Current Officers, Directors, Trustees, and Key Employees---$1,403,453
Office Expenses---$1,139,933
Depreciation Depletion---$1,110,026
Occupancy---$843,029
Other Employee Benefits---$682,043
Pension Plan Contributions---$662,015
Advertising---$579,227
Payroll Taxes---$423,010
Travel---$175,671
Insurance---$131,975
Other Expenses---$102,113
All Other Expenses---$76,061
Payments to Affiliates---$63,525
Fees for Services Accounting---$53,917
Fees for Services Legal---$8,846
Total Functional Expenses$0$0$0$25,267,450
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$15,000
Total Exempt Function Spending$15,000

Section 527 Organizations

OrganizationLocationAmount
36-3092340Naperville, IL$15,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARE AND OTHER DEPOSITS$458,550,447
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“General membership - members/owners of the credit union.”

Form 990, Part VI, Section A, Line 7A

“Each member gets 1 vote per $1.00 par share deposited in the credit union.”

Form 990, Part VI, Section A, Line 7B

“Members vote on all issues at an annual meeting or special membership meeting.”

Form 990, Part VI, Section B, Line 11B

“990 is prepared by roenfeldt and lockas and is reviewed by the cfo prior to submission.”

Form 990, Part VI, Section B, Line 15

“All employees, including officers go through an annual performance evaluation and are given wage increases based on performance, subject to independent survey results.”

Form 990, Part VI, Section C, Line 18

“Financial statements and form 990 are available upon request. Annual reports, including year end financial statements and reports are available in office.”

Form 990, Part VI, Section C, Line 19

“Financial statements and form 990 are available upon request. Annual reports, including year end financial statements and reports are available in office.”

Filing and Contact Details

Filer

Filer Name
Financial Plus Credit Union
EIN
36-2282191
Phone
8154331496
Address
800 CHESTNUT STREET, OTTAWA, IL 61350

Signing Officer

Name
Fielding Lockas
Title
VP - CFO
Phone
8154331496
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fielding Lockas
Formed
1951
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
121
Volunteers
0

Preparer

Firm
Roenfeldt & Lockas Pc
Address
1100 COLUMBUS STREET, OTTAWA, IL 61350
Preparer
Duane K Lockas
Phone
8154330464
Raw XML AppendixShowing 400 of 526 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE CREDIT UNION ASSISTS THEIR MEMBERS IN THE MANAGEMENT OF THEIR FINANCIAL WELL BEING BY PROVIDING EXCEPTIONAL SERVICE TO MEMBERS.
IRS990/AdvertisingGrp/TotalAmt0579227
IRS990/AllOtherExpensesGrp/TotalAmt076061
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIELDING A LOCKAS
IRS990/BooksInCareOfDetail/PhoneNum08154331496
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 CHESTNUT ST
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IRS990/DepreciationDepletionGrp/TotalAmt01110026
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt11VP - CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP - CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP - CLO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP - CMO
IRS990/Form990PartVIISectionAGrp/TitleTxt15AVP OF LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt16RETIRED DIRECTOR OF HUMAN RESOURCE
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED 8,161 CREDIT CARD LOANS TO MEMBERS DURING 2024.
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd060563
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt06674834
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt021983876
IRS990ScheduleD/EquipmentGrp/BookValueAmt02239612
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07040898
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09280510
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt488958
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount237468
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10

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