Liabilities / Assets
42nd percentile
Higher debt load relative to assets than 42% of similar nonprofits.
990 • Fiscal year 2019 • EIN 39-0796087
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
42nd percentile
Higher debt load relative to assets than 42% of similar nonprofits.
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 7.6% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
21st percentile
Faster revenue growth than 21% of similar nonprofits.
Assets
Up$45,705,248
Up $2,522,463 (+5.8%) from 2018
Net Assets
Up$6,479,954
Up $340,816 (+5.6%) from 2018
Liabilities
Up$39,225,294
Up $2,181,647 (+5.9%) from 2018
Revenue
Up$1,944,190
Up $30,420 (+1.6%) from 2018
Expenses
Up$1,702,503
Up $43,649 (+2.6%) from 2018
Net Income
Down$241,687
Down $13,229 (-5.2%) from 2018
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 | $26,218,945 | $27,535,482 | ▲ $1,316,537 |
| Savings and Temporary Cash Investments | $15,479,456 | $7,695,123 | ▼ $7,784,333 |
| Rtn Earn Endowment Incm Other Fnds | $6,139,138 | $6,479,954 | ▲ $340,816 |
| Investments Program Related | $347,771 | $4,722,270 | ▲ $4,374,499 |
| Land, Buildings, and Equipment, Net | $372,515 | $345,890 | ▼ $26,625 |
| Cash and Non-Interest-Bearing Accounts | $524,760 | $223,476 | ▼ $301,284 |
| Prepaid Expenses and Deferred Charges | $147,024 | $111,600 | ▼ $35,424 |
| Accounts Receivable | $250 | $927 | ▲ $677 |
| Total Assets | $43,182,785 | $45,705,248 | ▲ $2,522,463 |
| Other Assets Total | $92,064 | $5,070,480 | ▲ $4,978,416 |
| Liabilities | |||
| Other Liabilities | $36,515,336 | $38,606,588 | ▲ $2,091,252 |
| Accounts Payable and Accrued Expenses | $528,311 | $618,706 | ▲ $90,395 |
| Total Liabilities | $37,043,647 | $39,225,294 | ▲ $2,181,647 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $6,139,138 | $6,479,954 | ▲ $340,816 |
| Total Liabilities and Net Assets / Fund Balance | $43,182,785 | $45,705,248 | ▲ $2,522,463 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $237,316 | $593,352 | $830,668 |
| Equipment | $60,574 | $527,073 | $587,647 |
| Land | $48,000 | - | $48,000 |
| Investment Program Related Org | $1,500 | - | - |
| Other Assets Org | $15,175 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Carla Watson | President/tr | FT | $111,910 | $36,028 | $147,938 |
| Name | Title |
|---|---|
| Steve Roffers | Chair |
| Kara Krause | Vice Chair |
| David Evans | Director |
| Laura Eagloski | Director |
| Ronald Wolf | Director |
| Steven Kofnetka | Director |
| Cynthia Phillips | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Fiserv | Processing Svcs | 2900 WESTSIDE PARKWAY, Alpharetta, GA 30004 | $169,272 |
| Line Item | Amount |
|---|---|
| Other Expenses | $984,217 |
| Salaries, Compensation, and Employee Benefits | $716,617 |
| Grants and Similar Amounts Paid | $1,669 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $431,089 |
| Office Expenses | - | - | - | $291,647 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $111,910 |
| Information Technology | - | - | - | $102,791 |
| Other Employee Benefits | - | - | - | $98,051 |
| Advertising | - | - | - | $56,301 |
| Depreciation Depletion | - | - | - | $53,082 |
| Occupancy | - | - | - | $51,884 |
| Payroll Taxes | - | - | - | $38,531 |
| Pension Plan Contributions | - | - | - | $37,036 |
| Fees for Services Other | - | - | - | $32,802 |
| Insurance | - | - | - | $23,450 |
| Conferences and Meetings | - | - | - | $13,276 |
| Travel | - | - | - | $11,632 |
| Other Expenses | - | - | - | $11,535 |
| Fees for Services Legal | - | - | - | $8,621 |
| Fees for Services Accounting | - | - | - | $4,895 |
| Grants to Domestic Orgs | - | - | - | $1,669 |
| Interest | - | - | - | $513 |
| Total Functional Expenses | $0 | $0 | $0 | $1,702,503 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Member Shares & Deposits | $38,606,588 |
“During 2019 the bylaws were updated to include the field of membership of a merged credit union.”
“The organization has members. To be a member one must have a share (savings) account at the credit union.”
“The board of directors is elected by the credit union members. Each member has one vote.”
“A member vote is required for decisions which are beyond the authority of the board of directors. Items which require a membership vote are outlined and specified in our bylaws. Each member has one vote.”
“Management provides necessary data to independent preparer who completes the return. Management review for accuracy and authorizes the preparer to e-file the approved return.”
“A salary committee consisting of board officers determine president's compensation and reports to the full board the process was completed. Salary surveys from the wisconsin credit union league are used as a guide.”
“Governing documents are available upon request. Financial statements are posted in the lobby and are also available upon request.”
“Equity acquired from merger 99,129”
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 | 528311 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 618706 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 250 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 927 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO EXCEED OUR MEMBERS' EXPECTATIONS THROUGH EXCEPTIONAL SERVICE. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 56301 |
| IRS990/AllOtherContributionsAmt | 0 | 7638 |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | CARLA WATSON |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9207222122 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 260 N GREEN BAY ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NEENAH |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54956 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 524760 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 223476 |
| IRS990/ChangeToOrgDocumentsInd | 0 | true |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 111910 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 13276 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 169272 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 2900 WESTSIDE PARKWAY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | ALPHARETTA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 30004 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | FISERV |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | PROCESSING SVCS |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 7638 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1669 |
| IRS990/CYInvestmentIncomeAmt | 0 | 292688 |
| IRS990/CYOtherExpensesAmt | 0 | 984217 |
| IRS990/CYOtherRevenueAmt | 0 | 3904 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1639960 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 241687 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 716617 |
| IRS990/CYTotalExpensesAmt | 0 | 1702503 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1944190 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 53082 |
| IRS990/Desc | 0 | THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE ADDED 557 NEW DEPOSIT ACCOUNTS IN 2019. AS OF 12/31/19 WE HAD 2,917 MEMBERS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 11 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 4895 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 8621 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 32802 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 43.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| 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/IndividualTrusteeOrDirectorInd | 7 | 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 | 36028 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CARLA WATSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | STEVE ROFFERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KARA KRAUSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CYNTHIA PHILLIPS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | LAURA EAGLOSKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAVID EVANS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | RONALD WOLF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | STEVEN KOFNETKA |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 111910 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 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/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT/TR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1947 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 125 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1669 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 125 |
| IRS990/GrossReceiptsAmt | 0 | 1944190 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 1000 |
| 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/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 102791 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 23450 |
| IRS990/InterestGrp/TotalAmt | 0 | 513 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 292563 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 292563 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 347771 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 4722270 |
| IRS990/IRPDocumentCnt | 0 | 1051 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1120425 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 372515 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 345890 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1466315 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| 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/NetAssetsOrFundBalancesBOYAmt | 0 | 6139138 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6479954 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 125 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 125 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 1000 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 1000 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 632 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 51884 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 291647 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 92064 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 5070480 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 99129 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 98051 |
| IRS990/OtherExpensesGrp/Desc | 0 | INTEREST EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | PROVISION FOR LOAN LOSS |
| IRS990/OtherExpensesGrp/Desc | 2 | LOAN SERVICING |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 306445 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 15343 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 11535 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 36515336 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 38606588 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 431089 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 26218945 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 27535482 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 38531 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 37036 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 147024 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 111600 |
| IRS990/PrincipalOfficerNm | 0 | CARLA WATSON |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522130 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522130 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 522130 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 524298 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 561599 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | INTEREST ON LOANS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | OTHER MEMBER RELATED REVENUE |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | MEMBER FEE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | AUTO WARRANTY INSUR INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | AMUSEMENTPARK TICKET INCOME |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1117327 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 412515 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 107997 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1117327 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 412515 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 107997 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 2100 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 21 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 2100 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 21 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 1,004 NEW LOANS TO OUR MEMBERS DURING 2019. AS OF 12/31/19 WE HAD 2,014 LOANS TO OUR MEMBERS. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 208115 |
| IRS990/PYInvestmentIncomeAmt | 0 | 463259 |
| IRS990/PYOtherExpensesAmt | 0 | 700054 |
| IRS990/PYOtherRevenueAmt | 0 | 4902 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1445609 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 254916 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 750685 |
| IRS990/PYTotalExpensesAmt | 0 | 1658854 |
| IRS990/PYTotalRevenueAmt | 0 | 1913770 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 241687 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 1000 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | true |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 2904 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 2904 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 6139138 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 6479954 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 15479456 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 7695123 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 237316 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 593352 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 830668 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 60574 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 527073 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 587647 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 4381775 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 326151 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 2 | 10000 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 3 | 2844 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 4 | 1500 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | INVESTMENTS WITH MATURITY > 1 YEAR |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | CAPITAL ACCOUNTS CORP CU |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 2 | WI CU SHARED SERVICES CUSO |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 3 | CSCU CUSO |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 4 | WISCUB |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 2 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 3 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 4 | C |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 48000 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 48000 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 4556631 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 372953 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 84222 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 3 | 41499 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 4 | 15175 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | CUOLI |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | NCUSIF INSUR DEPOSIT |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | OTHER ASSETS |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 3 | ACCRUED INTEREST ON LOANS |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 4 | ACCRUED INTEREST ON INVESTMENTS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 38606588 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | MEMBER SHARES & DEPOSITS |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 345890 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 5070480 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 4722270 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 38606588 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DURING 2019 THE BYLAWS WERE UPDATED TO INCLUDE THE FIELD OF MEMBERSHIP OF A MERGED CREDIT UNION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | A MEMBER VOTE IS REQUIRED FOR DECISIONS WHICH ARE BEYOND THE AUTHORITY OF THE BOARD OF DIRECTORS. ITEMS WHICH REQUIRE A MEMBERSHIP VOTE ARE OUTLINED AND SPECIFIED IN OUR BYLAWS. EACH MEMBER HAS ONE VOTE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | MANAGEMENT PROVIDES NECESSARY DATA TO INDEPENDENT PREPARER WHO COMPLETES THE RETURN. MANAGEMENT REVIEW FOR ACCURACY AND AUTHORIZES THE PREPARER TO E-FILE THE APPROVED RETURN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | A SALARY COMMITTEE CONSISTING OF BOARD OFFICERS DETERMINE PRESIDENT'S COMPENSATION AND REPORTS TO THE FULL BOARD THE PROCESS WAS COMPLETED. SALARY SURVEYS FROM THE WISCONSIN CREDIT UNION LEAGUE ARE USED AS A GUIDE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY AND ARE ALSO AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | EQUITY ACQUIRED FROM MERGER 99,129 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 43182785 |
| IRS990/TotalAssetsEOYAmt | 0 | 45705248 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 43182785 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 45705248 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 7638 |
| IRS990/TotalEmployeeCnt | 0 | 11 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1702503 |
| IRS990/TotalGrossUBIAmt | 0 | 2121 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 37043647 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 39225294 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 37043647 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 39225294 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 6139138 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 6479954 |
| IRS990/TotalOtherCompensationAmt | 0 | 36028 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1639960 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 111910 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 296467 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1637964 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1944190 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 2121 |
| IRS990/TotalVolunteersCnt | 0 | 7 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 43182785 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 45705248 |
| IRS990/TravelGrp/TotalAmt | 0 | 11632 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 260 N GREEN BAY ROAD |
| IRS990/USAddress/CityNm | 0 | NEENAH |
| IRS990/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/USAddress/ZIPCd | 0 | 54956 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | WWW.BADGERGLOBECU.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2021-04-22 16:20:28Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CARLA WATSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9207222122 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-10-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BADGER GLOBE CREDIT UNION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BADG |
| ReturnHeader/Filer/EIN | 0 | 390796087 |
| ReturnHeader/Filer/PhoneNum | 0 | 9207222122 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 260 N GREEN BAY ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NEENAH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 54956 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 5FA08F3168DAA0B72D4E7F0D679A1E851BDE6807 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 5FA08F3168DAA0B72D4E7F0D679A1E851BDE6807 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 97.88.144.85 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-10-27 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:01:38 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 811697509 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | AUDIT THREESIXTY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1202 JOHNSON ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ONALASKA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 546502008 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.