Civic Intelligence

Enterprise Credit Union

990 • Fiscal year 2017 • EIN 39-0652280

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 16, 2018

Organization ProfileWWW.ENTERPRISECU.COM

View Organization Page

15850 West Bluemound RdBrookfield, WI 53005

(262) 797-6260

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

0.93x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

23.54x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Net Margin

39th percentile

6.7%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$89,354

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Asset Growth

56th percentile

2.8%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-5.3%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$26,931,279

Up $738,757 (+2.8%) from 2016

Net Assets

Up

$1,905,119

Up $112,041 (+6.2%) from 2016

Liabilities

Up

$25,026,160

Up $626,716 (+2.6%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin39th percentile

Revenue

Down

$1,063,132

Down $59,416 (-5.3%) from 2016

Expenses

Down

$991,909

Down $102,446 (-9.4%) from 2016

Net Income

Up

$71,223

Up $43,030 (+153%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$26,931,279
Liabilities$25,026,160
Net Assets$1,905,119
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,063,132
Expenses$991,909
Net Income$71,223
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 16, 2018
Return Version
2017v2.3
Gross Receipts
$1,063,132
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
Investments Program Related$10,229,313$11,002,343▲ $773,030
Other Notes and Loans Receivable, Net$11,925,411$10,606,049▼ $1,319,362
Savings and Temporary Cash Investments$2,778,845$4,087,702▲ $1,308,857
Rtn Earn Endowment Incm Other Fnds$1,793,078$1,905,119▲ $112,041
Cash and Non-Interest-Bearing Accounts$442,839$472,637▲ $29,798
Land, Buildings, and Equipment, Net$246,062$214,231▼ $31,831
Prepaid Expenses and Deferred Charges$97,353$102,818▲ $5,465
Accounts Receivable$65,790$39,087▼ $26,703
Total Assets$26,192,522$26,931,279▲ $738,757
Other Assets Total$406,909$406,412▼ $497
Liabilities
Other Liabilities$24,281,378$24,765,232▲ $483,854
Accounts Payable and Accrued Expenses$115,699$253,915▲ $138,216
Escrow Account Liability$2,367$7,013▲ $4,646
Total Liabilities$24,399,444$25,026,160▲ $626,716
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,793,078$1,905,119▲ $112,041
Total Liabilities and Net Assets / Fund Balance$26,192,522$26,931,279▲ $738,757

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$81,158$486,432$567,590
Leasehold Improvements$133,073$349,544$482,617
Investment Program Related Org$2,000--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff BashawPresident/ceFT$84,538$4,816$89,354
Barbara JaloskyCFOFT$64,789$3,665$68,454

Board Members and Trustees

NameTitle
Betty SteinbergerChair
George MooreVice Chair
James GorstDirector
Sharon MarkaSecretary
John HahnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$796,149
Investment Income
$254,330
Other Revenue
$12,653
Change in Net Assets
$71,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$529,786
Salaries, Compensation, and Employee Benefits$462,123
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$246,434
Occupancy---$180,831
Current Officers, Directors, Trustees, and Key Employees---$149,327
Office Expenses---$94,831
Information Technology---$81,188
Depreciation Depletion---$56,357
Payroll Taxes---$30,390
Fees for Services Other---$28,995
Other Employee Benefits---$26,042
Insurance---$22,562
Conferences and Meetings---$16,131
Pension Plan Contributions---$9,930
Other Expenses---$6,610
Advertising---$5,043
Fees for Services Legal---$4,211
Travel---$3,761
Total Functional Expenses$0$0$0$991,909
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 and Deposits$24,652,488
Def Pension Liab$119,757
Escrow Balances to Line 21 Bal Sheet$-7,013
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 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
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 personnel committee of the board of directors reviews the ceo and determines the compensation. The board secretary documents these decisions with minutes of the committee meeting.”

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

“Officers and key employeees are reviewed by management who determines their compensation.”

Form 990, Page 6, Part VI, Line 19

“Governing documents 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
Barbara Jalosky
Title
CFO
Phone
2627976260
Signed
2018-04-16
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
19
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 14,804”

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 Appendix390 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/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 193 NEW LOANS TO OUR MEMBERS DURING 2017. AS OF 12/31/17 WE HAD 1,428 LOANS TO OUR MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0144027
IRS990/PYOtherExpensesAmt0589687
IRS990/PYOtherRevenueAmt033123
IRS990/PYProgramServiceRevenueAmt0945398
IRS990/PYRevenuesLessExpensesAmt028193
IRS990/PYSalariesCompEmpBnftPaidAmt0504668
IRS990/PYTotalExpensesAmt01094355
IRS990/PYTotalRevenueAmt01122548
IRS990/ReconcilationRevenueExpnssAmt071223
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesRevenueGrp/ExclusionAmt08455
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt08455
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01793078
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01905119
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02778845
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04087702
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt081158
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0486432
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0567590
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt08703394
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11996000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2240285
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt350000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt48164
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt52500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt62000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0AFS SECURITIES WITH MATURITY > 1 YR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENTS WITH MATURITY > 1 YR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2CORP CU CAPITAL ACCOUNTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3CUSO - WI SHARED SERVICE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4CUSO-PSCU
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5CUSO - CU MORTGAGE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6WISCUB
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd5C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd6C
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0133073
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0349544
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0482617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024652488
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1119757
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-7013
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES AND DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEF PENSION LIAB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ESCROW BALANCES TO LINE 21 BAL SHEET
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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0214231
IRS990ScheduleD/TotalBookValueProgramRltdAmt011002343
IRS990ScheduleD/TotalLiabilityAmt024765232
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO AND DETERMINES THE COMPENSATION. THE BOARD SECRETARY DOCUMENTS THESE DECISIONS WITH MINUTES OF THE COMMITTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICERS AND KEY EMPLOYEEES ARE REVIEWED BY MANAGEMENT WHO DETERMINES THEIR COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNING DOCUMENTS AND FINANCIAL STATEEMENTS ARE PROVIDED TO MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHANGE IN OTHER COMP INCOME - PENSION 14,804
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
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 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt026192522
IRS990/TotalAssetsEOYAmt026931279
IRS990/TotalAssetsGrp/BOYAmt026192522
IRS990/TotalAssetsGrp/EOYAmt026931279
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0991909
IRS990/TotalGrossUBIAmt09640
IRS990/TotalLiabilitiesBOYAmt024399444
IRS990/TotalLiabilitiesEOYAmt025026160
IRS990/TotalLiabilitiesGrp/BOYAmt024399444
IRS990/TotalLiabilitiesGrp/EOYAmt025026160
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01793078
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01905119
IRS990/TotalOtherCompensationAmt08481
IRS990/TotalProgramServiceRevenueAmt0796149
IRS990/TotalReportableCompFromOrgAmt0149327
IRS990/TotalRevenueGrp/ExclusionAmt0262785
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0790707
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01063132
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt09640
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt026192522
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026931279
IRS990/TravelGrp/TotalAmt03761
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015850 W BLUEMOUND RD
IRS990/USAddress/CityNm0BROOKFIELD
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053005
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ENTERPRISECU.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA JALOSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02627976260
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-16
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
ReturnHeader/Filer/USAddress/ZIPCd053005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09BC338CFDC890234D28751759F3912E6BC56CABB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09BC338CFDC890234D28751759F3912E6BC56CABB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.88.144.85
ReturnHeader/FilingSecurityInformation/IPDt02018-04-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:29:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461605712
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/PreparationDt02018-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT WOOKEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-19T10:29:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,931,279
Liabilities
$25,026,160
Net assets
$1,905,119
Revenue
$1,063,132
Expenses
$991,909
Net income
$71,223
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
2017Detailed filing. Detailed filing data is available for this year.$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