Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
990 • Fiscal year 2020 • EIN 39-0796087
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
99th percentile
Higher top officer pay than 99% of similar nonprofits.
Top officer pay equals 21.3% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
68th percentile
Faster revenue growth than 68% of similar nonprofits.
Assets
Up$51,264,238
Up $5,558,990 (+12%) from 2019
Net Assets
Up$6,706,793
Up $226,839 (+3.5%) from 2019
Liabilities
Up$44,557,445
Up $5,332,151 (+14%) from 2019
Revenue
Up$1,945,348
Up $1,158 (+0.1%) from 2019
Expenses
Up$1,718,509
Up $16,006 (+0.9%) from 2019
Net Income
Down$226,839
Down $14,848 (-6.1%) from 2019
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 | $27,535,482 | $28,518,216 | ▲ $982,734 |
| Savings and Temporary Cash Investments | $7,695,123 | $8,929,521 | ▲ $1,234,398 |
| Investments Program Related | $4,722,270 | $7,727,385 | ▲ $3,005,115 |
| Rtn Earn Endowment Incm Other Fnds | $6,479,954 | $6,706,793 | ▲ $226,839 |
| Land, Buildings, and Equipment, Net | $345,890 | $298,733 | ▼ $47,157 |
| Cash and Non-Interest-Bearing Accounts | $223,476 | $171,284 | ▼ $52,192 |
| Prepaid Expenses and Deferred Charges | $111,600 | $86,026 | ▼ $25,574 |
| Accounts Receivable | $927 | - | - |
| Total Assets | $45,705,248 | $51,264,238 | ▲ $5,558,990 |
| Other Assets Total | $5,070,480 | $5,533,073 | ▲ $462,593 |
| Liabilities | |||
| Other Liabilities | $38,606,588 | $43,931,894 | ▲ $5,325,306 |
| Accounts Payable and Accrued Expenses | $618,706 | $625,551 | ▲ $6,845 |
| Total Liabilities | $39,225,294 | $44,557,445 | ▲ $5,332,151 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $6,479,954 | $6,706,793 | ▲ $226,839 |
| Total Liabilities and Net Assets / Fund Balance | $45,705,248 | $51,264,238 | ▲ $5,558,990 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $206,313 | $624,355 | $830,668 |
| Equipment | $44,420 | $549,644 | $594,064 |
| Land | $48,000 | - | $48,000 |
| Investment Program Related Org | $1,500 | - | - |
| Other Assets Org | $10,816 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Heidi Moore | Executive VP | FT | $78,807 | $337,417 | $414,415 |
| Carla Watson | President/tr | FT | $117,338 | $38,717 | $156,055 |
| Carla Watson | President/treasurer | - | $114,329 | $39,917 | $156,055 |
| Steve Roffers | Chair | - | $599 | - | $599 |
| Cynthia Phillips | Secretary | - | $385 | - | $385 |
| David Evans | Director | - | $360 | - | $360 |
| Kara Krause | Vice Chair | - | $330 | - | $330 |
| Steven Kofnetka | Director | - | $330 | - | $330 |
| Laura Eagloski | Director | - | $150 | - | $150 |
| Laura Zahringer | Director | - | $150 | - | $150 |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Fiserv | Processing Svcs | 2900 WESTSIDE PARKWAY, Alpharetta, GA 30004 | $176,337 |
| Line Item | Amount |
|---|---|
| Other Expenses | $915,561 |
| Salaries, Compensation, and Employee Benefits | $801,299 |
| Grants and Similar Amounts Paid | $1,649 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $499,549 |
| Office Expenses | - | - | - | $312,831 |
| Information Technology | - | - | - | $128,713 |
| Other Employee Benefits | - | - | - | $94,945 |
| Other Salaries and Wages | - | - | - | $94,207 |
| Pension Plan Contributions | - | - | - | $60,960 |
| Depreciation Depletion | - | - | - | $53,573 |
| Payroll Taxes | - | - | - | $51,638 |
| Advertising | - | - | - | $42,855 |
| Occupancy | - | - | - | $36,296 |
| Fees for Services Other | - | - | - | $25,569 |
| Insurance | - | - | - | $20,659 |
| Fees for Services Accounting | - | - | - | $5,195 |
| Conferences and Meetings | - | - | - | $3,227 |
| Grants to Domestic Orgs | - | - | - | $1,649 |
| Travel | - | - | - | $1,242 |
| Interest | - | - | - | $373 |
| Other Expenses | - | - | - | $-5,339 |
| Total Functional Expenses | $0 | $0 | $0 | $1,718,509 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Member Shares & Deposits | $43,931,894 |
“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 of board directors determine president's compensation and reports to the full board. Salary surveys from the wisconsin credit union league are used as part of the process.”
“Governing documents and financial statements are available upon request. Annual financial statements are posted in the lobby.”
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 | 618706 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 625551 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 927 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO EXCEED OUR MEMBERS' EXPECTATIONS THROUGH EXCEPTIONAL SERVICE. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 42855 |
| 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 | 223476 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 171284 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 499549 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 3227 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 176337 |
| 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 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1649 |
| IRS990/CYInvestmentIncomeAmt | 0 | 258266 |
| IRS990/CYOtherExpensesAmt | 0 | 915561 |
| IRS990/CYOtherRevenueAmt | 0 | 4386 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1682696 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 226839 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 801299 |
| IRS990/CYTotalExpensesAmt | 0 | 1718509 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1945348 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 53573 |
| IRS990/Desc | 0 | THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE ADDED 144 NEW DEPOSIT ACCOUNTS IN 2020. AS OF 12/31/20 WE HAD 2,849 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 | 12 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 5195 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 25569 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 42.00 |
| 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/AverageHoursPerWeekRt | 8 | 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/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 34508 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 38717 |
| 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/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | HEIDI MOORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CARLA WATSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | STEVE ROFFERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CYNTHIA PHILLIPS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DAVID EVANS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | STEVEN KOFNETKA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | KARA KRAUSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | LAURA EAGLOSKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | LAURA ZAHRINGER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 379907 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 117338 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 599 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 385 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 360 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 330 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 330 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 150 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 150 |
| 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/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE VP |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT/TR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | 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/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1649 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1945348 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 128713 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 20659 |
| IRS990/InterestGrp/TotalAmt | 0 | 373 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 258266 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 258266 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 4722270 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 7727385 |
| IRS990/IRPDocumentCnt | 0 | 1057 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1173999 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 345890 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 298733 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1472732 |
| 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 | 6479954 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6706793 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 36296 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 312831 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 5070480 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 5533073 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 94945 |
| IRS990/OtherExpensesGrp/Desc | 0 | DIVIDEND EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | LOAN SERVICING |
| IRS990/OtherExpensesGrp/Desc | 2 | PROVISION LOAN LOSS ADJST |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 277396 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 12971 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | -5339 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 38606588 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 43931894 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 522130 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | CREDIT VALUATION ADJUSTMENT |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1500 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 1500 |
| IRS990/OtherRevenueTotalAmt | 0 | 1500 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 94207 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 27535482 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 28518216 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 51638 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 60960 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 111600 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 86026 |
| 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 | 520000 |
| 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 | FEE & INSURANCE INCOME |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1188758 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 412209 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 80679 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1188758 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 412209 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 80679 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 1050 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1050 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 1,239 NEW LOANS TO OUR MEMBERS DURING 2020. AS OF 12/31/20 WE HAD 1,898 LOANS TO OUR MEMBERS. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 7638 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1669 |
| IRS990/PYInvestmentIncomeAmt | 0 | 292688 |
| IRS990/PYOtherExpensesAmt | 0 | 984217 |
| IRS990/PYOtherRevenueAmt | 0 | 3904 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1639960 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 241687 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 716617 |
| IRS990/PYTotalExpensesAmt | 0 | 1702503 |
| IRS990/PYTotalRevenueAmt | 0 | 1944190 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 226839 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | true |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 2886 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 2886 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 6479954 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 6706793 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 7695123 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 8929521 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 206313 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 624355 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 830668 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 44420 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 549644 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 594064 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 7386890 |
| 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 | 4798593 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 379893 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 203640 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 3 | 87381 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 4 | 41555 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 5 | 11195 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 6 | 10816 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | CUOLI |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | NCUSIF INSUR DEPOSIT |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | LOANS HELD FOR SALE |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 3 | OTHER ASSETS |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 4 | ACCRUED INTEREST ON LOANS |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 5 | FORECLOSED & REPO ASSETS |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 6 | ACCRUED INTEREST ON INVESTMENTS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 43931894 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | MEMBER SHARES & DEPOSITS |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 298733 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 5533073 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 7727385 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 43931894 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/CompensationCommitteeInd | 0 | X |
| IRS990ScheduleJ/CompensationSurveyInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 78807 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 114329 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 1809 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 19950 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 1 | 8889 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 14558 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 29828 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 301100 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 1 | 1200 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | HEIDI MOORE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | CARLA WATSON |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | EXECUTIVE VP |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | PRESIDENT/TREASURER |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 414415 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 156055 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | HEIDI MOORE 0 300,000 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 1 | HEIDI MOORE RECEIVED A COMPLETE DISTRIBUTION OF HER 457(F) PLAN IN THE AMOUNT OF 300,000. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE J, PAGE 1, PART I, LINE 4 |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE J, PART III |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | true |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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 | 3 | 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 | 4 | A SALARY COMMITTEE OF BOARD DIRECTORS DETERMINE PRESIDENT'S COMPENSATION AND REPORTS TO THE FULL BOARD. SALARY SURVEYS FROM THE WISCONSIN CREDIT UNION LEAGUE ARE USED AS PART OF THE PROCESS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ANNUAL FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| 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 | 45705248 |
| IRS990/TotalAssetsEOYAmt | 0 | 51264238 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 45705248 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 51264238 |
| IRS990/TotalCompGreaterThan150KInd | 0 | true |
| IRS990/TotalEmployeeCnt | 0 | 12 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1718509 |
| IRS990/TotalGrossUBIAmt | 0 | 1050 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 39225294 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 44557445 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 39225294 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 44557445 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 6479954 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 6706793 |
| IRS990/TotalOtherCompensationAmt | 0 | 73225 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1682696 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 499549 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 261152 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1683146 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1945348 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1050 |
| IRS990/TotalVolunteersCnt | 0 | 6 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 45705248 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 51264238 |
| IRS990/TravelGrp/TotalAmt | 0 | 1242 |
| 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 | 2022-09-23 18:48:47Z |
| 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 | 2021-08-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BADGER GLOBE CREDIT UNION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BADG |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.