Civic Intelligence

Enterprise Credit Union

EIN 39-0652280 • 501(c)14 • Brookfield, WI

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Profile

A cooperative, non-profit corporation, incorporated to encourage thrift among its members, create a source of credit at a fair and reasonable cost, and provide an opportunity for its membership to improve their economic and social condtions.

15850 West Bluemound RdBrookfield, WI 53005

www.enterprisecu.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)14 • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-60%

Higher net margin than 13% of similar nonprofits.

501(c)14 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$226,921

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

501(c)14 • $1M-$5M nonprofits • Source year 2024

Asset Growth

34th percentile

-100%

Faster asset growth than 34% of similar nonprofits.

501(c)14 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

2.9%

Faster revenue growth than 67% of similar nonprofits.

501(c)14 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $33,164,361 (-100%) from 2023

Liabilities

Down

$0

Down $31,564,804 (-100%) from 2023

Net Assets

Down

$0

Down $1,599,557 (-100%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin13th percentile

Revenue

Up

$1,526,778

Up $42,828 (+2.9%) from 2023

Expenses

Up

$2,444,921

Up $1,219,229 (+99%) from 2023

Net Income

Down

-$918,143

Down $1,176,401 (-456%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$40M$30M$20M$10M$0Assets 2010: $30,820,382Liabilities 2010: $28,122,544Net Assets 2010: $2,697,8382010Assets 2011: $32,038,006Liabilities 2011: $30,207,911Net Assets 2011: $1,830,0952011Assets 2012: $28,965,694Liabilities 2012: $27,161,936Net Assets 2012: $1,803,7582012Assets 2013: $28,024,040Liabilities 2013: $26,421,426Net Assets 2013: $1,602,6142013Assets 2014: $28,375,176Liabilities 2014: $26,534,888Net Assets 2014: $1,840,2882014Assets 2015: $27,053,631Liabilities 2015: $25,308,374Net Assets 2015: $1,745,2572015Assets 2016: $26,192,522Liabilities 2016: $24,399,444Net Assets 2016: $1,793,0782016Assets 2017: $26,931,279Liabilities 2017: $25,026,160Net Assets 2017: $1,905,1192017Assets 2018: $26,228,176Liabilities 2018: $24,386,638Net Assets 2018: $1,841,5382018Assets 2019: $27,322,606Liabilities 2019: $25,077,147Net Assets 2019: $2,245,4592019Assets 2020: $32,356,546Liabilities 2020: $29,885,055Net Assets 2020: $2,471,4912020Assets 2021: $35,476,113Liabilities 2021: $33,274,909Net Assets 2021: $2,201,2042021Assets 2022: $34,282,099Liabilities 2022: $33,240,929Net Assets 2022: $1,041,1702022Assets 2023: $33,164,361Liabilities 2023: $31,564,804Net Assets 2023: $1,599,5572023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,391,4902010Expenses 2011: $2,532,1892011Expenses 2012: $1,759,2272012Revenue 2013: $1,676,725Expenses 2013: $1,672,915Net Income 2013: $3,8102013Revenue 2014: $1,565,797Expenses 2014: $1,494,524Net Income 2014: $71,2732014Revenue 2015: $1,421,948Expenses 2015: $1,390,658Net Income 2015: $31,2902015Revenue 2016: $1,122,548Expenses 2016: $1,094,355Net Income 2016: $28,1932016Revenue 2017: $1,063,132Expenses 2017: $991,909Net Income 2017: $71,2232017Revenue 2018: $1,229,916Expenses 2018: $1,163,434Net Income 2018: $66,4822018Revenue 2019: $1,432,364Expenses 2019: $1,260,727Net Income 2019: $171,6372019Revenue 2020: $1,218,590Expenses 2020: $1,089,301Net Income 2020: $129,2892020Revenue 2021: $1,227,785Expenses 2021: $1,054,163Net Income 2021: $173,6222021Revenue 2022: $1,435,199Expenses 2022: $1,111,267Net Income 2022: $323,9322022Revenue 2023: $1,483,950Expenses 2023: $1,225,692Net Income 2023: $258,2582023Revenue 2024: $1,526,778Expenses 2024: $2,444,921Net Income 2024: -$918,1432024

Highlighted filing

2024

Revenue$1,526,778
Expenses$2,444,921
Net Income-$918,143
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,526,778
Expenses
$2,444,921
Net income
-$918,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.53$2.44$0.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.2$31.6$1.60$1.48$1.23$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$33.2$1.04$1.44$1.11$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$33.3$2.20$1.23$1.05$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$29.9$2.47$1.22$1.09$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$25.1$2.25$1.43$1.26$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$24.4$1.84$1.23$1.16$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$25.0$1.91$1.06$0.99$0.07
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$26.2$24.4$1.79$1.12$1.09$0.03
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$27.1$25.3$1.75$1.42$1.39$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$26.5$1.84$1.57$1.49$0.07
2013Detailed filing. Detailed filing data is available for this year.$28.0$26.4$1.60$1.68$1.67$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$27.2$1.80$1.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$30.2$1.83$2.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$28.1$2.70$2.39
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 31, 2023
Return Version
2022v5.0
Gross Receipts
$1,436,699
Mission and Program Overview

Mission

A cooperative, not-for-profit corporation, incorporated to encourage thrift among its members, create a source of credit at a fair and reasonable cost, and provide an opportunity for its membership to improve their economic and social conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$14,527,591$17,741,970▲ $3,214,379
Investments Program Related$13,201,926$11,417,491▼ $1,784,435
Savings and Temporary Cash Investments$6,782,259$2,991,366▼ $3,790,893
Rtn Earn Endowment Incm Other Fnds$2,201,204$1,041,170▼ $1,160,034
Cash and Non-Interest-Bearing Accounts$313,966$323,279▲ $9,313
Prepaid Expenses and Deferred Charges$119,011$204,922▲ $85,911
Accounts Receivable$13,878$195,584▲ $181,706
Land, Buildings, and Equipment, Net$57,889$58,171▲ $282
Total Assets$35,476,113$34,282,099▼ $1,194,014
Other Assets Total$459,593$1,349,316▲ $889,723
Liabilities
Other Liabilities$33,042,850$32,905,249▼ $137,601
Accounts Payable and Accrued Expenses$230,050$329,630▲ $99,580
Escrow Account Liability$2,009$6,050▲ $4,041
Total Liabilities$33,274,909$33,240,929▼ $33,980
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,201,204$1,041,170▼ $1,160,034
Total Liabilities and Net Assets / Fund Balance$35,476,113$34,282,099▼ $1,194,014

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$40,775$318,714$359,489
Equipment$17,396$193,486$210,882
Investment Program Related Org$2,000--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff BashawPresident/ceFT$117,964$6,843$124,807
Lynn VohlCFOFT$53,000$3,894$56,894
Barbara JaloskyTreasurer (jPT$8,840-$8,840

Board Members and Trustees

NameTitle
Betty SteinbergerChair
George MooreVice Chair
Charlie KellyDirector
David IrwinSecretary
Gary SchmidTreasurer (j
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$957,514
Investment Income
$304,106
Other Revenue
$173,579
Change in Net Assets
$323,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$606,938
Salaries, Compensation, and Employee Benefits$504,329
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$255,388
Current Officers, Directors, Trustees, and Key Employees---$179,804
Office Expenses---$141,071
Information Technology---$118,590
Occupancy---$104,007
Fees for Services Other---$75,041
Payroll Taxes---$28,930
Conferences and Meetings---$28,298
Advertising---$28,246
Other Employee Benefits---$27,680
Insurance---$24,720
Depreciation Depletion---$14,700
Other Expenses---$12,876
Pension Plan Contributions---$12,527
Fees for Services Accounting---$5,425
Fees for Services Legal---$3,762
Travel---$230
Total Functional Expenses$0$0$0$1,111,267
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares & Deposits$32,990,384
Deferred Comp$16,667
Escrow Balances to Line 21 Bal Sheet$-6,050
Deferred Pension Liability$-95,752
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has members. To be a member one must have a share (savings) account at the credit union.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors is elected by the credit union members. Each member has one vote.”

Form 990, Page 6, Part VI, Line 7B

“A member vote is required for decisions which are beyond the authority of the board of directors. Items which require a membership vote are outlined and specified in our bylaws. Each member has one vote.”

Form 990, Page 6, Part VI, Line 11B

“Management provides necessary data to independent cpa who prepares the return. Management reviews the return for accuracy and then authorizes cpa to e-file the approved return. Management reviews return with directors at the next board meeting.”

Form 990, Page 6, Part VI, Line 12C

“Insider accunts are reveiwed by senior management on a periodic basis. All employees and board members are required to disclose their outside interests to ensure that any conflicts are mitigated.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews the ceo's performance and determines the compensation. The personnel committee documents the review and compensation decision in their committee meeting minutes.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial stateements are provided to members upon request.”

Filing and Contact Details

Filer

Filer Name
Enterprise Credit Union
EIN
39-0652280
Phone
2627976260
Address
15850 WEST BLUEMOUND RD, BROOKFIELD, WI 53005

Signing Officer

Name
Lynn Vohl
Title
CFO
Phone
2627976263
Signed
2023-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Bashaw
Formed
1935
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
11
Volunteers
6

Preparer

Firm
Brent Wookey CPA
Address
PO BOX 1512, LA CROSSE, WI 54602-1512
Preparer
Brent Wookey CPA
Phone
6087920843
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“A cooperative, not-for-profit corporation, incorporated to encourage thrift among its members, create a source of credit at a fair and reasonable cost, and provide an opportunity for its membership to improve their economic and social conditions.”

Form 990, Part XI, Line 9

“Change in other comp income - pension 108,065”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The credit union holds funds in escrow accounts for property taxes related to mortgage loans.”

Raw XML AppendixShowing 400 of 401 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0230050
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0329630
IRS990/AccountsReceivableGrp/BOYAmt013878
IRS990/AccountsReceivableGrp/EOYAmt0195584
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A COOPERATIVE, NOT-FOR-PROFIT CORPORATION, INCORPORATED TO ENCOURAGE THRIFT AMONG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND PROVIDE AN OPPORTUNITY FOR ITS MEMBERSHIP TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS.
IRS990/AdvertisingGrp/TotalAmt028246
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LYNN VOHL
IRS990/BooksInCareOfDetail/PhoneNum02627976260
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015850 W BLUEMOUND RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOKFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053005
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0313966
IRS990/CashNonInterestBearingGrp/EOYAmt0323279
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0179804
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt028298
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0304106
IRS990/CYOtherExpensesAmt0606938
IRS990/CYOtherRevenueAmt0173579
IRS990/CYProgramServiceRevenueAmt0957514
IRS990/CYRevenuesLessExpensesAmt0323932
IRS990/CYSalariesCompEmpBnftPaidAmt0504329
IRS990/CYTotalExpensesAmt01111267
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01435199
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt014700
IRS990/Desc0THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 168 NEW DEPOSIT ACCOUNTS IN 2022. AS OF 12/31/22 WE HAD 3,432 MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt02009
IRS990/EscrowAccountLiabilityGrp/EOYAmt06050
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt05425
IRS990/FeesForServicesLegalGrp/TotalAmt03762
IRS990/FeesForServicesOtherGrp/TotalAmt075041
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt06843
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13894
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF BASHAW
IRS990/Form990PartVIISectionAGrp/PersonNm1LYNN VOHL
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBARA JALOSKY
IRS990/Form990PartVIISectionAGrp/PersonNm3BETTY STEINBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY SCHMID
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID IRWIN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLIE KELLY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0117964
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt153000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER (J
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER (J
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01935
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02443
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03943
IRS990/GrossReceiptsAmt01436699
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0118590
IRS990/InsuranceGrp/TotalAmt024720
IRS990/InvestmentIncomeGrp/ExclusionAmt0301663
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0301663
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt013201926
IRS990/InvestmentsProgramRelatedGrp/EOYAmt011417491
IRS990/IRPDocumentCnt0154
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0512200
IRS990/LandBldgEquipBasisNetGrp/BOYAmt057889
IRS990/LandBldgEquipBasisNetGrp/EOYAmt058171
IRS990/LandBldgEquipCostOrOtherBssAmt0570371
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01500
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0A COOPERATIVE, NOT-FOR-PROFIT CORPORATION, INCORPORATED TO ENCOURAGE THRIFT AMONG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND PROVIDE AN OPPORTUNITY FOR ITS MEMBERSHIP TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0204922
IRS990/PrincipalOfficerNm0JEFF BASHAW
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IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER MEMBER RELATED REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3FEE & INSURANCE INCOME
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 267 NEW LOANS DURING 2022. AS OF 12/31/22 WE HAD 42,428 LOANS RECEIVABLE.
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2250000
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt53636
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt62000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0AFS SECURITIES WITH MATURITY > 1 YR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1CORP CU CAPITAL ACCOUNTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2INVESTMENTS WITH MATURITY > 1 YR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3CUSO - WI SHARED SERVICE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4CUSO-PSCU
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5CUSO-TRELLANCE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6WISCUB
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES & DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ESCROW BALANCES TO LINE 21 BAL SHEET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DEFERRED PENSION LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HOLDS FUNDS IN ESCROW ACCOUNTS FOR PROPERTY TAXES RELATED TO MORTGAGE LOANS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleD/TotalBookValueProgramRltdAmt011417491
IRS990ScheduleD/TotalLiabilityAmt032905249
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COOPERATIVE, NOT-FOR-PROFIT CORPORATION, INCORPORATED TO ENCOURAGE THRIFT AMONG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND PROVIDE AN OPPORTUNITY FOR ITS MEMBERSHIP TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A MEMBER VOTE IS REQUIRED FOR DECISIONS WHICH ARE BEYOND THE AUTHORITY OF THE BOARD OF DIRECTORS. ITEMS WHICH REQUIRE A MEMBERSHIP VOTE ARE OUTLINED AND SPECIFIED IN OUR BYLAWS. EACH MEMBER HAS ONE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MANAGEMENT PROVIDES NECESSARY DATA TO INDEPENDENT CPA WHO PREPARES THE RETURN. MANAGEMENT REVIEWS THE RETURN FOR ACCURACY AND THEN AUTHORIZES CPA TO E-FILE THE APPROVED RETURN. MANAGEMENT REVIEWS RETURN WITH DIRECTORS AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSIDER ACCUNTS ARE REVEIWED BY SENIOR MANAGEMENT ON A PERIODIC BASIS. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE THEIR OUTSIDE INTERESTS TO ENSURE THAT ANY CONFLICTS ARE MITIGATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS REVIEWS THE CEO'S PERFORMANCE AND DETERMINES THE COMPENSATION. THE PERSONNEL COMMITTEE DOCUMENTS THE REVIEW AND COMPENSATION DECISION IN THEIR COMMITTEE MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEEMENTS ARE PROVIDED TO MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CHANGE IN OTHER COMP INCOME - PENSION 108,065
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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IRS990/TotalOtherCompensationAmt010737
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IRS990/TotalReportableCompFromOrgAmt0179804
IRS990/TotalRevenueGrp/ExclusionAmt0307512
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01126337
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01435199
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01350
IRS990/TotalVolunteersCnt06
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034282099
IRS990/TravelGrp/TotalAmt0230
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015850 W BLUEMOUND RD
IRS990/USAddress/CityNm0BROOKFIELD
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053005
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IRS990/WebsiteAddressTxt0WWW.ENTERPRISECU.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN VOHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02627976263
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENTERPRISE CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0ENTE
ReturnHeader/Filer/EIN0390652280
ReturnHeader/Filer/PhoneNum02627976260
ReturnHeader/Filer/USAddress/AddressLine1Txt015850 WEST BLUEMOUND RD
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461065712
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRENT WOOKEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1512
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA CROSSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0546021512
ReturnHeader/PreparerPersonGrp/PhoneNum06087920843
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT WOOKEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-31T15:49:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VOHL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31

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