Civic Intelligence

Shoreline Credit Union

990 • Fiscal year 2023 • EIN 39-0795376

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 30, 2024

Organization ProfileWWW.SHORELINECU.ORG

View Organization Page

4400 Calumet AveManitowoc, WI 54220

(920) 482-3700

Siviq Scores

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

Liabilities / Assets

84th percentile

0.92x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

17.69x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Net Margin

18th percentile

4.7%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

90th percentile

$363,068

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

24%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$127,160,692

Down $1,058,228 (-0.8%) from 2022

Net Assets

Up

$9,645,918

Up $676,501 (+7.5%) from 2022

Liabilities

Down

$117,514,774

Down $1,734,729 (-1.5%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin18th percentile

Revenue

Up

$6,642,627

Up $1,288,059 (+24%) from 2022

Expenses

Up

$6,329,038

Up $1,391,870 (+28%) from 2022

Net Income

Down

$313,589

Down $103,811 (-25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150M$100M$50M$0Assets 2010: $107,595,477Liabilities 2010: $97,667,287Net Assets 2010: $9,928,1902010Assets 2011: $112,856,048Liabilities 2011: $102,319,108Net Assets 2011: $10,536,9402011Assets 2012: $113,474,903Liabilities 2012: $104,676,238Net Assets 2012: $8,798,6652012Assets 2013: $98,909,068Liabilities 2013: $91,543,530Net Assets 2013: $7,365,5382013Assets 2014: $96,479,060Liabilities 2014: $87,253,192Net Assets 2014: $9,225,8682014Assets 2015: $91,877,742Liabilities 2015: $82,491,997Net Assets 2015: $9,385,7452015Assets 2016: $89,833,543Liabilities 2016: $80,519,468Net Assets 2016: $9,314,0752016Assets 2017: $96,490,631Liabilities 2017: $87,180,222Net Assets 2017: $9,310,4092017Assets 2018: $92,090,403Liabilities 2018: $82,807,298Net Assets 2018: $9,283,1052018Assets 2019: $93,019,159Liabilities 2019: $83,963,801Net Assets 2019: $9,055,3582019Assets 2020: $112,157,705Liabilities 2020: $102,398,362Net Assets 2020: $9,759,3432020Assets 2021: $123,040,300Liabilities 2021: $113,368,823Net Assets 2021: $9,671,4772021Assets 2022: $128,218,920Liabilities 2022: $119,249,503Net Assets 2022: $8,969,4172022Assets 2023: $127,160,692Liabilities 2023: $117,514,774Net Assets 2023: $9,645,9182023Assets 2024: $128,507,145Liabilities 2024: $117,600,896Net Assets 2024: $10,906,2492024

Highlighted filing

2023

Assets$127,160,692
Liabilities$117,514,774
Net Assets$9,645,918
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,662,6812010Expenses 2011: $5,810,5072011Revenue 2012: $5,662,955Expenses 2012: $7,402,882Net Income 2012: -$1,739,9272012Revenue 2013: $5,937,675Expenses 2013: $7,746,624Net Income 2013: -$1,808,9492013Revenue 2014: $4,363,258Expenses 2014: $2,520,346Net Income 2014: $1,842,9122014Revenue 2015: $4,186,414Expenses 2015: $3,921,586Net Income 2015: $264,8282015Revenue 2016: $4,248,441Expenses 2016: $4,163,199Net Income 2016: $85,2422016Revenue 2017: $4,416,139Expenses 2017: $4,345,128Net Income 2017: $71,0112017Revenue 2018: $4,618,899Expenses 2018: $4,501,813Net Income 2018: $117,0862018Revenue 2019: $4,457,929Expenses 2019: $4,918,317Net Income 2019: -$460,3882019Revenue 2020: $4,570,508Expenses 2020: $4,409,164Net Income 2020: $161,3442020Revenue 2021: $4,937,848Expenses 2021: $4,326,202Net Income 2021: $611,6462021Revenue 2022: $5,354,568Expenses 2022: $4,937,168Net Income 2022: $417,4002022Revenue 2023: $6,642,627Expenses 2023: $6,329,038Net Income 2023: $313,5892023Revenue 2024: $7,272,021Expenses 2024: $6,336,536Net Income 2024: $935,4852024

Highlighted filing

2023

Revenue$6,642,627
Expenses$6,329,038
Net Income$313,589
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 30, 2024
Return Version
2023v5.1
Gross Receipts
$6,691,727
Mission and Program Overview

Mission

Our mission is to help our members achieve financial success. We achieve this by providing members with a safe place to save and borrow at reasonable rates. We excel at this by remaining committed to employing an honest, knowledgeable staff whose focus is on one member at a time.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$91,588,018$94,836,648▲ $3,248,630
Investments in Publicly Traded Securities$20,585,310$15,079,215▼ $5,506,095
Rtn Earn Endowment Incm Other Fnds$8,969,417$9,645,918▲ $676,501
Land, Buildings, and Equipment, Net$4,850,440$4,648,310▼ $202,130
Savings and Temporary Cash Investments$971,653$3,590,859▲ $2,619,206
Cash and Non-Interest-Bearing Accounts$1,867,374$1,514,372▼ $353,002
Investments Program Related$996,643$1,184,043▲ $187,400
Receivables From Officers Etc$615,308$627,375▲ $12,067
Prepaid Expenses and Deferred Charges$150,002$457,208▲ $307,206
Accounts Receivable$62,445$425,162▲ $362,717
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$128,218,920$127,160,692▼ $1,058,228
Other Assets Total$6,531,727$4,797,500▼ $1,734,227
Liabilities
Other Liabilities$111,169,680$106,360,648▼ $4,809,032
Mortgage Notes Payable Secured by Investment Property$3,000,000$7,760,000▲ $4,760,000
Accounts Payable and Accrued Expenses$5,079,823$3,394,126▼ $1,685,697
Total Liabilities$119,249,503$117,514,774▼ $1,734,729
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,969,417$9,645,918▲ $676,501
Total Liabilities and Net Assets / Fund Balance$128,218,920$127,160,692▼ $1,058,228

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,497,414$3,393,567$6,890,981
Equipment$391,601$2,964,719$3,356,320
Land$728,056-$728,056
Other Land Buildings$31,239-$31,239
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathan GrossenbachPresident/CEOFT$147,193$215,875$363,068
Steven HaensgenCFO/evpFT$111,499$28,704$140,203
Lisa SmentCOOFT$84,895$13,789$98,684

Board Members and Trustees

NameTitle
Gretchen Bauknecht-pechChairperson
Colleen InmanVice Chair
Chad SchwoererBoard Member
James PfiefferBoard Member
Jason RingBoard Member
Julie VogelBoard Member
Luann HelgesonBoard Member
Stephan KanterBoard Member
Sharon TomeSecretary
Brian PowellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
PscuDebit/credit Card Programs560 CARILLON PARKWAY, St Petersburg, FL 33716$416,982
Cu AnswersSoftware6000 28TH ST SE STE 100, Grand Rapids, MI 49546-6927$274,756
Nusource FinancialNew Atm Install9749 HAMILTON RD, Eden Praire, MN 55344$142,819
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,007,339
Investment Income
$696,037
Other Revenue
$939,251
Change in Net Assets
$313,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,278,899
Salaries, Compensation, and Employee Benefits$2,432,440
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,557,223
Office Expenses---$1,029,156
Benefits to Members---$617,699
Current Officers, Directors, Trustees, and Key Employees---$601,955
Depreciation Depletion---$424,883
Interest---$380,326
Occupancy---$263,970
Advertising---$198,377
Payroll Taxes---$135,090
Other Employee Benefits---$124,103
Fees for Services Other---$66,903
Information Technology---$63,412
Fees for Services Legal---$46,119
Conferences and Meetings---$24,283
Pension Plan Contributions---$14,069
Other Expenses---$13,902
Travel---$10,414
Total Functional Expenses$0$0$0$6,329,038
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$615,308$627,375▲ $12,067
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$106,360,648
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization consists of members. To be a member, one must have a share/savings account. Each member has one vote to elect the governing body (board of directors).”

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

“The board of directors is elected by the membership utilizing their one vote per member.”

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

“Each member has one vote to utilize in ratifying significant decisions beyond the authority of the board as outlined in the organization's bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency (i.e., ncua, wisconsin office of credit unions).”

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

“The board of directors will have a completed copy of the 990 presented at a meeting prior to filing.”

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

“Besides being in the policy, employees are required to fill out regular surveys asking if they have relationships that could cause conflict.”

Form 990, Part VI, Section B, Line 15

“Compensation committee meeting, each officer will leave the room during conversation about their position. Compensation comittee meeting, committee consists of ceo and board of directors. The process described here was last completed in 2023.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Shoreline Credit Union
EIN
39-0795376
Phone
9204823700
Address
4400 CALUMET AVE, MANITOWOC, WI 54220

Signing Officer

Name
Steven Haensgen
Title
CFO/evp
Phone
9204823708
Signed
2024-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathan Grossenbach
Formed
1941
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
59
Volunteers
7

Preparer

Firm
Cliftonlarsonallen Llp
Address
109 N MAIN STREET SUITE 200, AUSTIN, MN 55912
Preparer
Tanya Medgaarden
Phone
5074347000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Rounding 2. Cecl transition adjustment -74,046.”

Raw XML AppendixShowing 400 of 472 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/BOYAmt05079823
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03394126
IRS990/AccountsReceivableGrp/BOYAmt062445
IRS990/AccountsReceivableGrp/EOYAmt0425162
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO HELP OUR MEMBERS ACHIEVE FINANCIAL SUCCESS. WE ACHIEVE THIS BY PROVIDING MEMBERS WITH A SAFE PLACE TO SAVE AND BORROW AT REASONABLE RATES. WE EXCEL AT THIS BY REMAINING COMMITTED TO EMPLOYING AN HONEST, KNOWLEDGEABLE STAFF WHOSE FOCUS IS ON ONE MEMBER AT A TIME.
IRS990/AdvertisingGrp/TotalAmt0198377
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt0617699
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEVEN HAENSGEN
IRS990/BooksInCareOfDetail/PhoneNum09204823708
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04400 CALUMET AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MANITOWOC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054220
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01867374
IRS990/CashNonInterestBearingGrp/EOYAmt01514372
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0601955
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt024283
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0416982
IRS990/ContractorCompensationGrp/CompensationAmt1274756
IRS990/ContractorCompensationGrp/CompensationAmt2142819
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0560 CARILLON PARKWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt16000 28TH ST SE STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt29749 HAMILTON RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ST PETERSBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1GRAND RAPIDS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2EDEN PRAIRE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd033716
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd1495466927
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd255344
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PSCU
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CU ANSWERS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2NUSOURCE FINANCIAL
IRS990/ContractorCompensationGrp/ServicesDesc0DEBIT/CREDIT CARD PROGRAMS
IRS990/ContractorCompensationGrp/ServicesDesc1SOFTWARE
IRS990/ContractorCompensationGrp/ServicesDesc2NEW ATM INSTALL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0617699
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0696037
IRS990/CYOtherExpensesAmt03278899
IRS990/CYOtherRevenueAmt0939251
IRS990/CYProgramServiceRevenueAmt05007339
IRS990/CYRevenuesLessExpensesAmt0313589
IRS990/CYSalariesCompEmpBnftPaidAmt02432440
IRS990/CYTotalExpensesAmt06329038
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06642627
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0424883
IRS990/Desc0HOLDING DEPOSITS FOR AND MAKING LOANS TO MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt059
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/TotalAmt046119
IRS990/FeesForServicesOtherGrp/TotalAmt066903
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1245.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt1059276
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1128704
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1213789
IRS990/Form990PartVIISectionAGrp/PersonNm0GRETCHEN BAUKNECHT-PECH
IRS990/Form990PartVIISectionAGrp/PersonNm1COLLEEN INMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2SHARON TOME
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES PFIEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON RING
IRS990/Form990PartVIISectionAGrp/PersonNm6LUANN HELGESON
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHAN KANTER
IRS990/Form990PartVIISectionAGrp/PersonNm8JULIE VOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm9CHAD SCHWOERER
IRS990/Form990PartVIISectionAGrp/PersonNm10NATHAN GROSSENBACH
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVEN HAENSGEN
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA SMENT
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/ReportableCompFromOrgAmt10303792
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11111499
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1284895
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/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO/EVP
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01941
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06691727
IRS990/GrossRentsGrp/RealAmt0159126
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt063412
IRS990/InterestGrp/TotalAmt0380326
IRS990/InvestmentIncomeGrp/ExclusionAmt0696037
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0696037
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0996643
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01184043
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020585310
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015079215
IRS990/IRPDocumentCnt01945
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06358286
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04850440
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04648310
IRS990/LandBldgEquipCostOrOtherBssAmt011006596
IRS990/LegalDomicileStateCd0WI
IRS990/LessRentalExpensesGrp/RealAmt049100
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO HELP OUR MEMBERS ACHIEVE FINANCIAL SUCCESS. WE ACHIEVE THIS BY PROVIDING MEMBERS WITH A SAFE PLACE TO SAVE AND BORROW AT REASONABLE RATES. WE EXCEL AT THIS BY REMAINING COMMITTED TO EMPLOYING AN HONEST, KNOWLEDGEABLE STAFF WHOSE FOCUS IS ON ONE MEMBER AT A TIME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03000000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07760000
IRS990/NetAssetsOrFundBalancesBOYAmt08969417
IRS990/NetAssetsOrFundBalancesEOYAmt09645918
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0110026
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0110026
IRS990/NetUnrelatedBusTxblIncmAmt010068
IRS990/NetUnrlzdGainsLossesInvstAmt0436956
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0263970
IRS990/OfficeExpensesGrp/TotalAmt01029156
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06531727
IRS990/OtherAssetsTotalGrp/EOYAmt04797500
IRS990/OtherChangesInNetAssetsAmt0-74044
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0124103
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc1CREDIT LOSS EXPENSES
IRS990/OtherExpensesGrp/Desc2NON-INTEREST EXPENSE
IRS990/OtherExpensesGrp/Desc3OPERATING FEES
IRS990/OtherExpensesGrp/TotalAmt0411105
IRS990/OtherExpensesGrp/TotalAmt1210135
IRS990/OtherExpensesGrp/TotalAmt2135914
IRS990/OtherExpensesGrp/TotalAmt313902
IRS990/OtherLiabilitiesGrp/BOYAmt0111169680
IRS990/OtherLiabilitiesGrp/EOYAmt0106360648
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER NON-INTEREST INC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0817748
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt111477
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0817748
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111477
IRS990/OtherRevenueTotalAmt0829225
IRS990/OtherSalariesAndWagesGrp/TotalAmt01557223
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt091588018
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt094836648
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0135090
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt014069
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0150002
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0457208
IRS990/PrincipalOfficerNm0NATHAN GROSSENBACH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04458013
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1523639
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04458013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1549326
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt025687
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0228386
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0501480
IRS990/PYOtherExpensesAmt02334647
IRS990/PYOtherRevenueAmt01007718
IRS990/PYProgramServiceRevenueAmt03845370
IRS990/PYRevenuesLessExpensesAmt0417400
IRS990/PYSalariesCompEmpBnftPaidAmt02374135
IRS990/PYTotalExpensesAmt04937168
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05354568
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0615308
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0627375
IRS990/ReconcilationRevenueExpnssAmt0313589
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0110026
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08969417
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09645918
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0971653
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03590859
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03497414
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03393567
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06890981
IRS990ScheduleD/EquipmentGrp/BookValueAmt0391601
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02964719
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03356320
IRS990ScheduleD/LandGrp/BookValueAmt0728056
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0728056
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt031239
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0106360648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04648310
IRS990ScheduleD/TotalLiabilityAmt0106360648
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0147193
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0156599
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt034256
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025020
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NATHAN GROSSENBACH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0363068
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0NAME: NATHAN GROSSENBACH, DESCRIPTION: 457(F) DISTRIBUTION, CURRENT YEAR AMOUNT: $151,481. PLAN DESCRIPTION: 457(F) NAME: STEVEN HAENSGEN, DESCRIPTION: 457(F) DISTRIBUTION, CURRENT YEAR AMOUNT: $26,724. PLAN DESCRIPTION: 457(F)
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0627375
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SPLIT DOLLAR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0524645
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0SCOTT WILLMOTT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0627375
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF MEMBERS. TO BE A MEMBER, ONE MUST HAVE A SHARE/SAVINGS ACCOUNT. EACH MEMBER HAS ONE VOTE TO ELECT THE GOVERNING BODY (BOARD OF DIRECTORS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP UTILIZING THEIR ONE VOTE PER MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER HAS ONE VOTE TO UTILIZE IN RATIFYING SIGNIFICANT DECISIONS BEYOND THE AUTHORITY OF THE BOARD AS OUTLINED IN THE ORGANIZATION'S BYLAWS. ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL OF MEMBERSHIP, UNLESS MANDATED BY REGULATORY AGENCY (I.E., NCUA, WISCONSIN OFFICE OF CREDIT UNIONS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS WILL HAVE A COMPLETED COPY OF THE 990 PRESENTED AT A MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BESIDES BEING IN THE POLICY, EMPLOYEES ARE REQUIRED TO FILL OUT REGULAR SURVEYS ASKING IF THEY HAVE RELATIONSHIPS THAT COULD CAUSE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION COMMITTEE MEETING, EACH OFFICER WILL LEAVE THE ROOM DURING CONVERSATION ABOUT THEIR POSITION. COMPENSATION COMITTEE MEETING, COMMITTEE CONSISTS OF CEO AND BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING 2. CECL TRANSITION ADJUSTMENT -74,046.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,160,692
Liabilities
$117,514,774
Net assets
$9,645,918
Revenue
$6,642,627
Expenses
$6,329,038
Net income
$313,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$118$10.9$7.27$6.34$0.94
2023Detailed filing. Detailed filing data is available for this year.$127$118$9.65$6.64$6.33$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$119$8.97$5.35$4.94$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$113$9.67$4.94$4.33$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$102$9.76$4.57$4.41$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.0$84.0$9.06$4.46$4.92$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.1$82.8$9.28$4.62$4.50$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.5$87.2$9.31$4.42$4.35$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.8$80.5$9.31$4.25$4.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$91.9$82.5$9.39$4.19$3.92$0.26
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.5$87.3$9.23$4.36$2.52$1.84
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$98.9$91.5$7.37$5.94$7.75$1.81
2012Summary only. Only limited summary data is available for this year.$113$105$8.80$5.66$7.40$1.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$102$10.5$5.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$97.7$9.93$5.66