Liabilities / Assets
39th percentile
Higher debt load relative to assets than 39% of similar nonprofits.
990 • Fiscal year 2013 • EIN 39-0796087
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
39th percentile
Higher debt load relative to assets than 39% of similar nonprofits.
Liabilities / Revenue
45th percentile
Higher debt load relative to revenue than 45% of similar nonprofits.
Net Margin
43rd percentile
Higher net margin than 43% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 6.9% of source-year revenue.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Assets
Down$39,300,386
Down $318,438 (-0.8%) from 2012
Net Assets
Up$5,154,911
Up $89,632 (+1.8%) from 2012
Liabilities
Down$34,145,475
Down $408,070 (-1.2%) from 2012
Revenue
$1,811,175
No earlier filing loaded for comparison.
Expenses
Down$1,721,543
Down $160,602 (-8.5%) from 2012
Net Income
$89,632
No earlier filing loaded for comparison.
To exceed our members expectations through exceptional service
To exceed our members' expectations through exceptional service
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $28,377,199 | $27,345,925 | ▼ $1,031,274 |
| Savings and Temporary Cash Investments | $8,838,796 | $9,595,160 | ▲ $756,364 |
| Rtn Earn Endowment Incm Other Fnds | $5,065,279 | $5,154,911 | ▲ $89,632 |
| Cash and Non-Interest-Bearing Accounts | $797,555 | $844,644 | ▲ $47,089 |
| Investments Program Related | $670,923 | $664,281 | ▼ $6,642 |
| Land, Buildings, and Equipment, Net | $424,175 | $394,512 | ▼ $29,663 |
| Prepaid Expenses and Deferred Charges | $200,742 | $189,311 | ▼ $11,431 |
| Accounts Receivable | $177,659 | $105,334 | ▼ $72,325 |
| Total Assets | $39,618,824 | $39,300,386 | ▼ $318,438 |
| Other Assets Total | $131,775 | $161,219 | ▲ $29,444 |
| Liabilities | |||
| Other Liabilities | $34,274,193 | $33,675,050 | ▼ $599,143 |
| Accounts Payable and Accrued Expenses | $279,352 | $380,032 | ▲ $100,680 |
| Mortgage Notes Payable Secured by Investment Property | - | $90,393 | - |
| Total Liabilities | $34,553,545 | $34,145,475 | ▼ $408,070 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $5,065,279 | $5,154,911 | ▲ $89,632 |
| Total Liabilities and Net Assets / Fund Balance | $39,618,824 | $39,300,386 | ▼ $318,438 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $279,380 | $480,156 | $759,536 |
| Equipment | $67,132 | $602,450 | $669,582 |
| Land | $48,000 | - | $48,000 |
| Investment Program Related Org | $311,511 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Carla Watson | CEOTreasurer | FT | $101,704 | $23,556 | $125,260 |
| Name | Title |
|---|---|
| Craig Samolinski | Chair |
| Cynthia Phillips | Vice-Chair |
| David Evans | Director |
| Patricia Samolinski | Director |
| Ronald Wolf | Director |
| Bryon Shea | Secretary |
| Line Item | Amount |
|---|---|
| Other Expenses | $901,515 |
| Salaries, Compensation, and Employee Benefits | $820,028 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $440,726 |
| Office Expenses | - | - | - | $154,516 |
| Pension Plan Contributions | - | - | - | $144,608 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $101,704 |
| Information Technology | - | - | - | $96,568 |
| Other Employee Benefits | - | - | - | $94,322 |
| Depreciation Depletion | - | - | - | $56,965 |
| Occupancy | - | - | - | $47,952 |
| Payroll Taxes | - | - | - | $38,668 |
| Other Expenses | - | $28,413 | - | $28,413 |
| Insurance | - | - | - | $21,438 |
| Payments to Affiliates | - | - | - | $21,349 |
| Travel | - | - | - | $19,501 |
| Advertising | - | - | - | $18,582 |
| Fees for Services Other | - | - | - | $14,941 |
| Fees for Services Legal | - | - | - | $13,715 |
| Fees for Services Accounting | - | - | - | $13,568 |
| All Other Expenses | - | - | - | $13,315 |
| Conferences and Meetings | - | - | - | $10,888 |
| Interest | - | - | - | $80 |
| Total Functional Expenses | $0 | $0 | $0 | $1,721,543 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Member SharesCertificates | $33,675,001 |
| Accrued Dividends | $49 |
“Craig Samolinski (Chair) is spouse to Patricia Samilinski (Director)”
“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).”
“The Board of Directors is elected by the membership utilizing their one vote per member”
“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).”
“Management reviews the form 990 before it is filed.”
“This is covered when they take the oath of office.”
“Board Officers review salary survey from Wis C U League”
“Governing documents available upon request. Annual financial statements are printed in Annual Report which is available upon request, distributed at annual meeting and posted in lobby.”
“Credit Union joined Shared Branching Network as both an issuer and acquirer”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 279352 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 380032 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 177659 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 105334 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To exceed our members' expectations through exceptional service |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 18582 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 13315 |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Carla Watson |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9207222122 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 260 N Green Bay Road |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | Neenah |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 54956 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 797555 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 844644 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 101704 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 10888 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 260902 |
| IRS990/CYOtherExpensesAmt | 0 | 901515 |
| IRS990/CYOtherRevenueAmt | 0 | 4340 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1545933 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 89632 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 820028 |
| IRS990/CYTotalExpensesAmt | 0 | 1721543 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1811175 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 56965 |
| IRS990/Desc | 0 | We have deposit, transaction, and investment accounts with 3057 members at 12/31/13. During 2013 we opened 534 new deposit, transaction and investment accounts. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 12 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13568 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 13715 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 14941 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 23556 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Ronald Wolf |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | David Evans |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Bryon Shea |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Craig Samolinski |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Cynthia Phillips |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Carla Watson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Patricia Samolinski |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 101704 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CEOTreasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1947 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1811175 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 2400 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 96568 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 21438 |
| IRS990/InterestGrp/TotalAmt | 0 | 80 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 260902 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 260902 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 670923 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 664281 |
| IRS990/IRPDocumentCnt | 0 | 761 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1082606 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 424175 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 394512 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1477118 |
| IRS990/LegalDomicileStateCd | 0 | WA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To exceed our members' expectations through exceptional service |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 90393 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5065279 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5154911 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 2400 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 2400 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 47952 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 154516 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 131775 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 161219 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 94322 |
| IRS990/OtherExpensesGrp/Desc | 0 | Dividends on Shares |
| IRS990/OtherExpensesGrp/Desc | 1 | Provision for Loan Loass |
| IRS990/OtherExpensesGrp/Desc | 2 | Loan Servicing |
| IRS990/OtherExpensesGrp/Desc | 3 | Member InsurancesNCUSIF |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 184001 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 98500 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 87223 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 28413 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 184001 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 98500 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 87223 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 28413 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 34274193 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 33675050 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 440726 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 28377199 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 27345925 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 21349 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 38668 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 144608 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 200742 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 189311 |
| IRS990/PrincipalOfficerNm | 0 | Carla Watson |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 519100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 522100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Interst on Loans |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Member AccountCard Fee |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Amusement Park Sales |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Other Income |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1229192 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 177135 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 139579 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1229192 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 177135 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 27 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 139579 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 27 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | We funded 759 loans during 2013. As of 12/31/13, we had 300 mortgages/home equity and 1879 consumer loans. We also had 722 credit card accounts with our members. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 209693 |
| IRS990/PYOtherExpensesAmt | 0 | 1061365 |
| IRS990/PYOtherRevenueAmt | 0 | 3931 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1753609 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 85088 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 820780 |
| IRS990/PYTotalExpensesAmt | 0 | 1882145 |
| IRS990/PYTotalRevenueAmt | 0 | 1967233 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 89632 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 2400 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 1940 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 1940 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 5065279 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 5154911 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 8838796 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 9595160 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 279380 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 480156 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 759536 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 67132 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 602450 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 669582 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 341270 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 1500 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 2 | 10000 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 3 | 311511 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | NCUA Capitalization |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | WISCUB |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 2 | Shared Service Center |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 3 | CCCU MCS & PIC |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 48000 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 48000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 33675001 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 49 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Member SharesCertificates |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Accrued Dividends |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 394512 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 664281 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 33675050 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Craig Samolinski (Chair) is spouse to Patricia Samilinski (Director) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Board of Directors is elected by the membership utilizing their one vote per member |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Management reviews the form 990 before it is filed. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | This is covered when they take the oath of office. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Board Officers review salary survey from Wis C U League |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Governing documents available upon request. Annual financial statements are printed in Annual Report which is available upon request, distributed at annual meeting and posted in lobby. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Credit Union joined Shared Branching Network as both an issuer and acquirer |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Officer directors etc family relationship Part VI line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Governing body decisions Part VI line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | CEO executive director top management comp Part VI line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Governing documents etc available to public Part VI line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Significant program services not listed on prior year return Part III line 2 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | true |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 39618824 |
| IRS990/TotalAssetsEOYAmt | 0 | 39300386 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 39618824 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 39300386 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 12 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1721543 |
| IRS990/TotalGrossUBIAmt | 0 | 27 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 34553545 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 34145475 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 34553545 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 34145475 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5065279 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5154911 |
| IRS990/TotalOtherCompensationAmt | 0 | 23556 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1545933 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 101704 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 265242 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1545906 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1811175 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 27 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 39618824 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 39300386 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TravelGrp/TotalAmt | 0 | 19501 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | www.badgerglobecu.org |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Carla Watson |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9207222122 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Badger Globe Credit Union |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BADG |
| ReturnHeader/Filer/EIN | 0 | 390796087 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 260 N Green Bay Road |
| ReturnHeader/Filer/USAddress/City | 0 | Neenah |
| ReturnHeader/Filer/USAddress/State | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 54956 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391127312 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | WCUL Services Corp |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | N25W23131 Paul Rd Suite 500 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Pewaukee |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 53072 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2625490200 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-11-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Cari Thompson |
| ReturnHeader/ReturnTs | 0 | 2014-11-12T14:17:49-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
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