Civic Intelligence

Prospera Credit Union

990 • Fiscal year 2021 • EIN 39-0744917

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileMYPROSPERA.COM

View Organization Page

Refreshing map…

4830 N Ballard RdAppleton, WI 54913

(920) 882-4800

Siviq Scores

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

Liabilities / Assets

70th percentile

0.91x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

20.57x

Higher debt load relative to revenue than 47% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2021

Net Margin

46th percentile

17%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

48th percentile

$395,024

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2021

Asset Growth

28th percentile

8.6%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

4.6%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$346,117,362

Up $27,355,829 (+8.6%) from 2020

Net Assets

Up

$30,004,556

Up $2,789,744 (+10%) from 2020

Liabilities

Up

$316,112,806

Up $24,566,085 (+8.4%) from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin46th percentile

Revenue

Up

$15,365,371

Up $672,846 (+4.6%) from 2020

Expenses

Up

$12,809,023

Up $232,741 (+1.9%) from 2020

Net Income

Up

$2,556,348

Up $440,105 (+21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$400M$300M$200M$100M$0Assets 2010: $152,717,006Liabilities 2010: $142,247,491Net Assets 2010: $10,469,5152010Assets 2011: $145,850,279Liabilities 2011: $134,866,927Net Assets 2011: $10,983,3522011Assets 2012: $151,326,648Liabilities 2012: $139,239,882Net Assets 2012: $12,086,7662012Assets 2013: $159,293,275Liabilities 2013: $145,684,055Net Assets 2013: $13,609,2202013Assets 2014: $172,414,155Liabilities 2014: $157,716,573Net Assets 2014: $14,697,5822014Assets 2015: $187,425,909Liabilities 2015: $171,762,496Net Assets 2015: $15,663,4132015Assets 2016: $231,238,475Liabilities 2016: $212,256,628Net Assets 2016: $18,981,8472016Assets 2017: $241,272,866Liabilities 2017: $220,782,610Net Assets 2017: $20,490,2562017Assets 2018: $261,232,556Liabilities 2018: $238,465,121Net Assets 2018: $22,767,4352018Assets 2019: $289,938,479Liabilities 2019: $265,072,141Net Assets 2019: $24,866,3382019Assets 2020: $318,761,533Liabilities 2020: $291,546,721Net Assets 2020: $27,214,8122020Assets 2021: $346,117,362Liabilities 2021: $316,112,806Net Assets 2021: $30,004,5562021Assets 2022: $364,585,520Liabilities 2022: $334,666,236Net Assets 2022: $29,919,2842022Assets 2024: $364,845,312Liabilities 2024: $333,831,615Net Assets 2024: $31,013,6972024

Highlighted filing

2021

Assets$346,117,362
Liabilities$316,112,806
Net Assets$30,004,556
Open 2021 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0Expenses 2010: $8,494,8242010Revenue 2011: $8,739,869Expenses 2011: $8,034,082Net Income 2011: $705,7872011Expenses 2012: $7,237,8972012Revenue 2013: $7,792,013Expenses 2013: $6,881,632Net Income 2013: $910,3812013Revenue 2014: $8,044,396Expenses 2014: $6,907,340Net Income 2014: $1,137,0562014Revenue 2015: $8,655,378Expenses 2015: $7,134,397Net Income 2015: $1,520,9812015Revenue 2016: $9,990,696Expenses 2016: $8,455,700Net Income 2016: $1,534,9962016Revenue 2017: $10,953,179Expenses 2017: $9,636,765Net Income 2017: $1,316,4142017Revenue 2018: $12,964,425Expenses 2018: $10,646,341Net Income 2018: $2,318,0842018Revenue 2019: $14,778,683Expenses 2019: $12,292,638Net Income 2019: $2,486,0452019Revenue 2020: $14,692,525Expenses 2020: $12,576,282Net Income 2020: $2,116,2432020Revenue 2021: $15,365,371Expenses 2021: $12,809,023Net Income 2021: $2,556,3482021Revenue 2022: $16,930,595Expenses 2022: $15,633,775Net Income 2022: $1,296,8202022Revenue 2024: $23,802,447Expenses 2024: $23,250,312Net Income 2024: $552,1352024

Highlighted filing

2021

Revenue$15,365,371
Expenses$12,809,023
Net Income$2,556,348
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$15,365,371
Mission and Program Overview

Mission

Prospera credit union is committed to helping our members prosper financially to enhance their quality of life. Prospera operates as a credit union promoting thrift, providing credit at a fair and reasonable cost and offering various other services to benefit its members.

A member-owned, not-for-profit, cooperative financial institution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$243,928,138$281,404,513▲ $37,476,375
Savings and Temporary Cash Investments$44,048,624$26,634,963▼ $17,413,661
Rtn Earn Endowment Incm Other Fnds$20,692,530$23,482,274▲ $2,789,744
Investments in Publicly Traded Securities$7,114,204$13,178,394▲ $6,064,190
Land, Buildings, and Equipment, Net$7,224,432$8,985,585▲ $1,761,153
Pd in Cap Srpls Land Bldg Eqp Fund$6,522,282$6,522,282→ $0
Investments Other Securities$7,000,155$5,646,384▼ $1,353,771
Cash and Non-Interest-Bearing Accounts$2,291,165$2,576,127▲ $284,962
Investments Program Related$1,101,513$1,145,113▲ $43,600
Accounts Receivable$774,581$775,388▲ $807
Receivables From Officers Etc$324,000$385,361▲ $61,361
Prepaid Expenses and Deferred Charges$382,902$233,614▼ $149,288
Intangible Assets$76,605$48,579▼ $28,026
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$318,761,533$346,117,362▲ $27,355,829
Other Assets Total$4,495,214$5,103,341▲ $608,127
Liabilities
Other Liabilities$289,420,849$313,681,700▲ $24,260,851
Accounts Payable and Accrued Expenses$2,125,872$2,431,106▲ $305,234
Total Liabilities$291,546,721$316,112,806▲ $24,566,085
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,214,812$30,004,556▲ $2,789,744
Total Liabilities and Net Assets / Fund Balance$318,761,533$346,117,362▲ $27,355,829

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,152,072$2,444,591$8,596,663
Equipment$771,891$2,189,897$2,961,788
Land$1,865,962-$1,865,962
Other Land Buildings$195,660$895,602$1,091,262
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheila M SchinkeCEOFT$264,464$130,560$395,024
Michelle McclellandCFOFT$159,540$105,163$264,703
Jeff GarrettVP Investment ServicesFT$158,611$66,744$225,355
John SchemmCLOFT$129,374$81,873$211,247
Barb BerkenCOOFT$137,441$69,495$206,936
Kari ChristophChroFT$131,167$50,521$181,688
Kristina FloresVP of MarketingFT$125,969$19,253$145,222
Jerry RamusVP Business LendingFT$123,503$6,169$129,672

Board Members and Trustees

NameTitle
Scott BarrChairperson
Melissa BublitzVice Chair
Beau AshtonBoard Member
C Scott CopelandBoard Member
Heather BoyerBoard Member
Jill RonkBoard Member
Louis LicariBoard Member
Tim MacdowBoard Member
Jill UitenbroekSecretary
Tom CliffordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,686,679
Investment Income
$664,975
Other Revenue
$13,717
Change in Net Assets
$2,556,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,521,879
Other Expenses$6,262,144
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,746,439
Current Officers, Directors, Trustees, and Key Employees---$1,349,898
Other Employee Benefits---$809,080
Advertising---$652,451
Office Expenses---$599,490
Occupancy---$423,950
Depreciation Depletion---$393,362
Payroll Taxes---$355,027
Information Technology---$318,562
Pension Plan Contributions---$261,435
Other Expenses---$229,232
Fees for Services Management---$226,231
All Other Expenses---$134,800
Fees for Services Accounting---$66,472
Fees for Services Legal---$61,120
Insurance---$46,267
Grants to Domestic Orgs---$25,000
Travel---$6,959
Conferences and Meetings---$630
Interest---$46
Total Functional Expenses$0$0$0$12,809,023
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation for the Fox Valley RegionAppleton, WI501(c)(3)General Support$25,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$324,000$385,361▲ $61,361
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$313,681,700
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union is made up of individual members.”

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

“Credit union only has one class of members.”

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

“The cfo reviews. Once the final draft is prepared, it is shared with the ceo & directors.”

Form 990, Part VI, Section B, Line 12C

“Written records are kept and the board reviews as situations arise.”

Form 990, Part VI, Section B, Line 15

“Each year the ceo's performance is reviewed by the governance committee. The committee has a compensation policy that was approved by the board and they use this policy in determining compensation. Independent third party information that the committee may use is industry gathered data, through a third party, compease, the review process plus this independent information is then formulated into a recommendation to the board. The board then has the final approval for changes to compensation for the ceo. The ceo conducts annual performance reviews on the senior management team and the same compensation philosophy and third party source is used to determine compensation.”

Form 990, Part VI, Section C, Line 19

“Will be made available upon request.”

Filing and Contact Details

Filer

Filer Name
Prospera Credit Union
EIN
39-0744917
Phone
9208824800
Address
4830 N BALLARD RD, APPLETON, WI 54913

Signing Officer

Name
Michelle Mcclelland
Title
CFO
Phone
9208824800
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Schinke
Formed
1934
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
109
Volunteers
0

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffrey Danen
Phone
9203369850
Supplemental Narrative

Additional Explanations

Part XII, Line 2C Explanation

“No, the process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“When necessary, property tax escrow accounts are held on behalf of members.”

Raw XML AppendixShowing 400 of 639 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02125872
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02431106
IRS990/AccountsReceivableGrp/BOYAmt0774581
IRS990/AccountsReceivableGrp/EOYAmt0775388
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A MEMBER-OWNED, NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION.
IRS990/AdvertisingGrp/TotalAmt0652451
IRS990/AllOtherExpensesGrp/TotalAmt0134800
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHEILA SCHINKE
IRS990/BooksInCareOfDetail/PhoneNum09208824803
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04830 N BALLARD RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054913
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02291165
IRS990/CashNonInterestBearingGrp/EOYAmt02576127
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01349898
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0630
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt025000
IRS990/CYInvestmentIncomeAmt0664975
IRS990/CYOtherExpensesAmt06262144
IRS990/CYOtherRevenueAmt013717
IRS990/CYProgramServiceRevenueAmt014686679
IRS990/CYRevenuesLessExpensesAmt02556348
IRS990/CYSalariesCompEmpBnftPaidAmt06521879
IRS990/CYTotalExpensesAmt012809023
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015365371
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0393362
IRS990/Desc0THE ORGANIZATION OPERATES AS A FINANCIAL COOPERATIVE SERVING AND OWNED BY ITS MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0109
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt066472
IRS990/FeesForServicesLegalGrp/TotalAmt061120
IRS990/FeesForServicesManagementGrp/TotalAmt0226231
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1085411
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1191984
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1249775
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1356477
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt146169
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1519253
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1634762
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1766118
IRS990/Form990PartVIISectionAGrp/PersonNm0LOUIS LICARI
IRS990/Form990PartVIISectionAGrp/PersonNm1JILL UITENBROEK
IRS990/Form990PartVIISectionAGrp/PersonNm2JILL RONK
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM CLIFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm4SCOTT BARR
IRS990/Form990PartVIISectionAGrp/PersonNm5HEATHER BOYER
IRS990/Form990PartVIISectionAGrp/PersonNm6MELISSA BUBLITZ
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM MACDOW
IRS990/Form990PartVIISectionAGrp/PersonNm8BEAU ASHTON
IRS990/Form990PartVIISectionAGrp/PersonNm9C SCOTT COPELAND
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE MCCLELLAND
IRS990/Form990PartVIISectionAGrp/PersonNm11SHEILA M SCHINKE
IRS990/Form990PartVIISectionAGrp/PersonNm12BARB BERKEN
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFF GARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm14JERRY RAMUS
IRS990/Form990PartVIISectionAGrp/PersonNm15KRISTINA FLORES
IRS990/Form990PartVIISectionAGrp/PersonNm16KARI CHRISTOPH
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN SCHEMM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10179292
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11303040
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12157161
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13168878
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14123503
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15125969
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16146926
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17145129
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP INVESTMENT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP BUSINESS LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHRO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CLO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01934
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt01200
IRS990/GainOrLossGrp/SecuritiesAmt02920
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01200
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02920
IRS990/GrossReceiptsAmt015365371
IRS990/GrossRentsGrp/RealAmt013717
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0318562
IRS990/InsuranceGrp/TotalAmt046267
IRS990/IntangibleAssetsGrp/BOYAmt076605
IRS990/IntangibleAssetsGrp/EOYAmt048579
IRS990/InterestGrp/TotalAmt046
IRS990/InvestmentIncomeGrp/ExclusionAmt0460927
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0199928
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0660855
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07000155
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05646384
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01101513
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01145113
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07114204
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013178394
IRS990/IRPDocumentCnt06071
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05530090
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07224432
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08985585
IRS990/LandBldgEquipCostOrOtherBssAmt014515675
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROSPERA CREDIT UNION IS COMMITTED TO HELPING OUR MEMBERS PROSPER FINANCIALLY TO ENHANCE THEIR QUALITY OF LIFE. PROSPERA OPERATES AS A CREDIT UNION PROMOTING THRIFT, PROVIDING CREDIT AT A FAIR AND REASONABLE COST AND OFFERING VARIOUS OTHER SERVICES TO BENEFIT ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027214812
IRS990/NetAssetsOrFundBalancesEOYAmt030004556
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt04120
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04120
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04093
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013717
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt09624
IRS990/NetUnrelatedBusTxblIncmAmt01883
IRS990/NetUnrlzdGainsLossesInvstAmt0233396
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0423950
IRS990/OfficeExpensesGrp/TotalAmt0599490
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04495214
IRS990/OtherAssetsTotalGrp/EOYAmt05103341
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0809080
IRS990/OtherExpensesGrp/Desc0DIVIDEND EXPENSES
IRS990/OtherExpensesGrp/Desc1SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc3OTHER MISC. EXPENSES
IRS990/OtherExpensesGrp/TotalAmt01287512
IRS990/OtherExpensesGrp/TotalAmt11079108
IRS990/OtherExpensesGrp/TotalAmt2735952
IRS990/OtherExpensesGrp/TotalAmt3229232
IRS990/OtherLiabilitiesGrp/BOYAmt0289420849
IRS990/OtherLiabilitiesGrp/EOYAmt0313681700
IRS990/OtherSalariesAndWagesGrp/TotalAmt03746439
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0243928138
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0281404513
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0355027
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt06522282
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt06522282
IRS990/PensionPlanContributionsGrp/TotalAmt0261435
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0382902
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0233614
IRS990/PrincipalOfficerNm0SHEILA SCHINKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/BusinessCd4522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2COMMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc3INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4OTHER OPERATING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010512009
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11461321
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21276119
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31283498
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4115634
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010512009
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11472707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21302831
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31283498
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4115634
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt011386
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt126712
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt014600
IRS990/PYInvestmentIncomeAmt0610398
IRS990/PYOtherExpensesAmt06830118
IRS990/PYOtherRevenueAmt02500
IRS990/PYProgramServiceRevenueAmt014079627
IRS990/PYRevenuesLessExpensesAmt02116243
IRS990/PYSalariesCompEmpBnftPaidAmt05731564
IRS990/PYTotalExpensesAmt012576282
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014692525
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0324000
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0385361
IRS990/ReconcilationRevenueExpnssAmt02556348
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt013717
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt020692530
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023482274
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044048624
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026634963
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt06152072
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02444591
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08596663
IRS990ScheduleD/EquipmentGrp/BookValueAmt0771891
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02189897
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02961788
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt01865962
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01865962
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0195660
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0895602
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01091262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0313681700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WHEN NECESSARY, PROPERTY TAX ESCROW ACCOUNTS ARE HELD ON BEHALF OF MEMBERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08985585
IRS990ScheduleD/TotalLiabilityAmt0313681700
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION
IRS990ScheduleI/RecipientTable/RecipientEIN0391548450
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04455 W LAWRENCE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0APPLETON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054914
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AND ASSISTANCE ARE GENERALLY LIMITED TO KNOWN LOCAL ORGANIZATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$346,117,362
Liabilities
$316,112,806
Net assets
$30,004,556
Revenue
$15,365,371
Expenses
$12,809,023
Net income
$2,556,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$365$334$31.0$23.8$23.3$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$365$335$29.9$16.9$15.6$1.30
2021Detailed filing. Detailed filing data is available for this year.$346$316$30.0$15.4$12.8$2.56
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$292$27.2$14.7$12.6$2.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$290$265$24.9$14.8$12.3$2.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$261$238$22.8$13.0$10.6$2.32
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$241$221$20.5$11.0$9.64$1.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$231$212$19.0$9.99$8.46$1.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$187$172$15.7$8.66$7.13$1.52
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$172$158$14.7$8.04$6.91$1.14
2013Detailed filing. Detailed filing data is available for this year.$159$146$13.6$7.79$6.88$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$151$139$12.1$7.24
2011Summary only. Only limited summary data is available for this year.$146$135$11.0$8.74$8.03$0.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$142$10.5$8.49
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)14 • $250M-$1B nonprofits