Civic Intelligence

Badger Globe Credit Union

990 • Fiscal year 2024 • EIN 39-0796087

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 14, 2025

Organization ProfileBADGERGLOBECU.ORG

View Organization Page

260 N Green Bay RoadNeenah, WI 54956

(920) 722-2122

Siviq Scores

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

Liabilities / Assets

35th percentile

0.86x

Higher debt load relative to assets than 35% of similar nonprofits.

2024 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

16.97x

Higher debt load relative to revenue than 69% of similar nonprofits.

2024 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2024

Net Margin

18th percentile

1.9%

Higher net margin than 18% of similar nonprofits.

2024 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$125,040

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2024 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.5%

Faster asset growth than 27% of similar nonprofits.

2024 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

16%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$51,087,461

Down $752,647 (-1.5%) from 2023

Net Assets

Up

$7,179,440

Up $48,938 (+0.7%) from 2023

Liabilities

Down

$43,908,021

Down $801,585 (-1.8%) from 2023

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin18th percentile

Revenue

Up

$2,587,066

Up $354,955 (+16%) from 2023

Expenses

Up

$2,538,128

Up $335,229 (+15%) from 2023

Net Income

Up

$48,938

Up $19,726 (+68%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$60M$40M$20M$0Assets 2010: $41,532,754Liabilities 2010: $36,588,093Net Assets 2010: $4,944,6612010Assets 2011: $40,130,034Liabilities 2011: $35,149,843Net Assets 2011: $4,980,1912011Assets 2012: $39,618,824Liabilities 2012: $34,553,545Net Assets 2012: $5,065,2792012Assets 2013: $39,300,386Liabilities 2013: $34,145,475Net Assets 2013: $5,154,9112013Assets 2014: $40,789,087Liabilities 2014: $35,475,105Net Assets 2014: $5,313,9822014Assets 2015: $41,426,225Liabilities 2015: $36,035,416Net Assets 2015: $5,390,8092015Assets 2016: $42,297,389Liabilities 2016: $36,619,738Net Assets 2016: $5,677,6512016Assets 2017: $43,218,048Liabilities 2017: $37,333,826Net Assets 2017: $5,884,2222017Assets 2018: $43,182,785Liabilities 2018: $37,043,647Net Assets 2018: $6,139,1382018Assets 2019: $45,705,248Liabilities 2019: $39,225,294Net Assets 2019: $6,479,9542019Assets 2020: $51,264,238Liabilities 2020: $44,557,445Net Assets 2020: $6,706,7932020Assets 2021: $55,930,644Liabilities 2021: $48,911,990Net Assets 2021: $7,018,6542021Assets 2022: $54,986,298Liabilities 2022: $47,790,932Net Assets 2022: $7,195,3662022Assets 2023: $51,840,108Liabilities 2023: $44,709,606Net Assets 2023: $7,130,5022023Assets 2024: $51,087,461Liabilities 2024: $43,908,021Net Assets 2024: $7,179,4402024

Highlighted filing

2024

Assets$51,087,461
Liabilities$43,908,021
Net Assets$7,179,440
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $2,191,3912010Revenue 2011: $2,179,753Expenses 2011: $2,144,223Net Income 2011: $35,5302011Expenses 2012: $1,882,1452012Revenue 2013: $1,811,175Expenses 2013: $1,721,543Net Income 2013: $89,6322013Revenue 2014: $1,742,595Expenses 2014: $1,583,524Net Income 2014: $159,0712014Revenue 2015: $1,757,692Expenses 2015: $1,680,865Net Income 2015: $76,8272015Revenue 2016: $1,820,484Expenses 2016: $1,533,642Net Income 2016: $286,8422016Revenue 2017: $1,834,101Expenses 2017: $1,627,530Net Income 2017: $206,5712017Revenue 2018: $1,913,770Expenses 2018: $1,658,854Net Income 2018: $254,9162018Revenue 2019: $1,944,190Expenses 2019: $1,702,503Net Income 2019: $241,6872019Revenue 2020: $1,945,348Expenses 2020: $1,718,509Net Income 2020: $226,8392020Revenue 2021: $1,838,591Expenses 2021: $1,526,730Net Income 2021: $311,8612021Revenue 2022: $1,886,033Expenses 2022: $1,709,321Net Income 2022: $176,7122022Revenue 2023: $2,232,111Expenses 2023: $2,202,899Net Income 2023: $29,2122023Revenue 2024: $2,587,066Expenses 2024: $2,538,128Net Income 2024: $48,9382024

Highlighted filing

2024

Revenue$2,587,066
Expenses$2,538,128
Net Income$48,938
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 14, 2025
Return Version
2024v5.0
Gross Receipts
$2,603,566
Mission and Program Overview

Mission

To exceed our members' expectations through exceptional service

To exceed our members' expectations through exceptional service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$32,955,118$30,630,919▼ $2,324,199
Savings and Temporary Cash Investments$6,723,616$8,087,228▲ $1,363,612
Investments Program Related$7,069,208$7,316,651▲ $247,443
Rtn Earn Endowment Incm Other Fnds$7,130,502$7,179,440▲ $48,938
Land, Buildings, and Equipment, Net$366,228$399,834▲ $33,606
Cash and Non-Interest-Bearing Accounts$169,667$189,252▲ $19,585
Prepaid Expenses and Deferred Charges$109,312$87,282▼ $22,030
Receivables From Officers Etc$1,340$820▼ $520
Total Assets$51,840,108$51,087,461▼ $752,647
Other Assets Total$4,445,619$4,375,475▼ $70,144
Liabilities
Other Liabilities$43,965,747$43,318,671▼ $647,076
Accounts Payable and Accrued Expenses$493,560$363,697▼ $129,863
Mortgage Notes Payable Secured by Investment Property$250,299$225,653▼ $24,646
Total Liabilities$44,709,606$43,908,021▼ $801,585
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,130,502$7,179,440▲ $48,938
Total Liabilities and Net Assets / Fund Balance$51,840,108$51,087,461▼ $752,647

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$185,267$738,128$923,395
Equipment$153,138$574,583$727,721
Land$48,000-$48,000
Other Land Buildings$13,429$15,325$28,754
Investment Program Related Org$1,500--
Other Assets Org$62,345--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annita HutterPresident /FT$116,233$8,807$125,040
Michael MallowExec VPFT$91,700$23,996$115,696
Joshua LeeVP OperationFT$94,068$8,843$102,911
Michael MehlbergVP LendingFT$41,832$16,469$58,301
Michael ShadduckVP LendingFT$44,036$10,648$54,684
Kara KrauseDirector-$460-$460
Laura ZahringerChair-$420-$420
Cynthia PhillipsSecretary-$385-$385
David EvansVice Chair-$380-$380
Carla WatsonTreasurer-$360-$360
Steven KofnetkaDirector-$360-$360
Gerardo MartinezDirector-$210-$210
Heidi MooreDirector-$150-$150

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservProcessing Svcs600 N VEL R PHILLIPS AVE, Milwaukee, WI 53203$299,696
Bradford-scott Data LLCCore System101 E WASHINGTON BLVD, Fort Wayne, IN 46802$129,434
Revenue and Support

Revenue Composition

Contributions and Grants
$10,100
Program Service Revenue
$1,952,657
Investment Income
$621,563
Other Revenue
$2,746
All Other Contributions
$10,100
Change in Net Assets
$48,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,591,202
Salaries, Compensation, and Employee Benefits$943,911
Grants and Similar Amounts Paid$3,015
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$390,594
Other Salaries and Wages---$354,043
Office Expenses---$337,406
Information Technology---$191,227
Other Employee Benefits---$96,377
Depreciation Depletion---$63,530
Advertising---$61,865
Payroll Taxes---$56,329
Fees for Services Other---$53,685
Occupancy---$47,540
Pension Plan Contributions---$46,568
Other Expenses---$38,507
Insurance---$36,712
Fees for Services Legal---$13,174
Conferences and Meetings---$10,930
All Other Expenses---$10,100
Travel---$8,180
Fees for Services Accounting---$5,995
Interest---$3,485
Grants to Domestic Individuals---$1,526
Grants to Domestic Orgs---$1,489
Total Functional Expenses$0$0$0$2,538,128
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,340$820▼ $520
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares & Deposits$43,311,377
Allow Credit Loss Off Bal Sht Expsur$7,294
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has members. To be a member one must have a share (savings) account at the credit union.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors is elected by the credit union members. Each member has one vote.”

Form 990, Page 6, Part VI, Line 7B

“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.”

Form 990, Page 6, Part VI, Line 11B

“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.”

Form 990, Page 6, Part VI, Line 12C

“Board members and employees sign conflict of interest (coi) statement annually and access is blocked for user to do transactions on the coi accounts listed. Management reviews this form/user setup annually.”

Form 990, Page 6, Part VI, Line 15A

“A committee of board directors determines president's compensation and reports to the full board. Salary surveys and peer information from trade organizationa are used as part of the process.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to members upon request. Annual financial statements are posted in the lobby.”

Filing and Contact Details

Filer

Filer Name
Badger Globe Credit Union
EIN
39-0796087
Phone
9207222122
Address
260 N GREEN BAY ROAD, NEENAH, WI 54956

Signing Officer

Name
Annita Hutter
Title
President / CEO
Phone
9207222122
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annita Hutter
Formed
1947
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
8

Preparer

Firm
Audit Threesixty
Address
1202 JOHNSON ST, ONALASKA, WI 54650-2008
Preparer
Peter Rasmussen
Phone
6083173765
Raw XML AppendixShowing 400 of 454 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InsuranceGrp/TotalAmt036712
IRS990/InterestGrp/TotalAmt03485
IRS990/InvestmentIncomeGrp/ExclusionAmt0617263
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0617263
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt07069208
IRS990/InvestmentsProgramRelatedGrp/EOYAmt07316651
IRS990/IRPDocumentCnt0993
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01328036
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0366228
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0399834
IRS990/LandBldgEquipCostOrOtherBssAmt01727870
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt016500
IRS990/LoanOutstandingInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO EXCEED OUR MEMBERS' EXPECTATIONS THROUGH EXCEPTIONAL SERVICE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0250299
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0225653
IRS990/NetAssetsOrFundBalancesBOYAmt07130502
IRS990/NetAssetsOrFundBalancesEOYAmt07179440
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt04300
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04300
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt047540
IRS990/OfficeExpensesGrp/TotalAmt0337406
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04445619
IRS990/OtherAssetsTotalGrp/EOYAmt04375475
IRS990/OtherEmployeeBenefitsGrp/TotalAmt096377
IRS990/OtherExpensesGrp/Desc0DIVIDEND EXPENSE
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2DECONVERSION EXPENSE NET
IRS990/OtherExpensesGrp/Desc3CREDIT LOSS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0599971
IRS990/OtherExpensesGrp/TotalAmt157930
IRS990/OtherExpensesGrp/TotalAmt250965
IRS990/OtherExpensesGrp/TotalAmt338507
IRS990/OtherLiabilitiesGrp/BOYAmt043965747
IRS990/OtherLiabilitiesGrp/EOYAmt043318671
IRS990/OtherSalariesAndWagesGrp/TotalAmt0354043
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt032955118
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt030630919
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt056329
IRS990/PensionPlanContributionsGrp/TotalAmt046568
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0109312
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt087282
IRS990/PrincipalOfficerNm0ANNITA HUTTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/BusinessCd3520000
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER MEMBER RELATED REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2MEMBER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3FEE & INSURANCE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01488563
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1355334
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2107560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01488563
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1355334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2107560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31200
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01200
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 1,019 NEW LOANS DURING 2024. AS OF 12/31/24 WE HAD 1,776 LOANS RECEIVABLE.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015000
IRS990/PYGrantsAndSimilarPaidAmt07982
IRS990/PYInvestmentIncomeAmt0415561
IRS990/PYOtherExpensesAmt01277466
IRS990/PYOtherRevenueAmt02703
IRS990/PYProgramServiceRevenueAmt01798847
IRS990/PYRevenuesLessExpensesAmt029212
IRS990/PYSalariesCompEmpBnftPaidAmt0917451
IRS990/PYTotalExpensesAmt02202899
IRS990/PYTotalRevenueAmt02232111
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt01340
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0820
IRS990/ReconcilationRevenueExpnssAmt048938
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02746
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02746
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07130502
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07179440
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06723616
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08087228
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0185267
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0738128
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0923395
IRS990ScheduleD/EquipmentGrp/BookValueAmt0153138
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0574583
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0727721
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt06979000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1326151
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt210000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt31500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS WITH MATURITY > 1 YEAR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1CAPITAL ACCOUNTS CORP CU
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2WI CU SHARED SERVICES CUSO
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3WISCUB
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/LandGrp/BookValueAmt048000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt048000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03707314
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1445182
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt282557
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt378077
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt462345
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CUOLI
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NCUSIF INSUR DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ACCRUED INTEREST ON INVESTMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4ACCRUED INTEREST ON LOANS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013429
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015325
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt028754
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043311377
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES & DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ALLOW CREDIT LOSS OFF BAL SHT EXPSUR
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0399834
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04375475
IRS990ScheduleD/TotalBookValueProgramRltdAmt07316651
IRS990ScheduleD/TotalLiabilityAmt043318671
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0820
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0COMPUTER PURCHASE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01560
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JOSHUA LEE VP OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt0820
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A 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/ExplanationTxt3MANAGEMENT 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/ExplanationTxt4BOARD MEMBERS AND EMPLOYEES SIGN CONFLICT OF INTEREST (COI) STATEMENT ANNUALLY AND ACCESS IS BLOCKED FOR USER TO DO TRANSACTIONS ON THE COI ACCOUNTS LISTED. MANAGEMENT REVIEWS THIS FORM/USER SETUP ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COMMITTEE OF BOARD DIRECTORS DETERMINES PRESIDENT'S COMPENSATION AND REPORTS TO THE FULL BOARD. SALARY SURVEYS AND PEER INFORMATION FROM TRADE ORGANIZATIONA ARE USED AS PART OF THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST. ANNUAL FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt051840108
IRS990/TotalAssetsEOYAmt051087461
IRS990/TotalAssetsGrp/BOYAmt051840108
IRS990/TotalAssetsGrp/EOYAmt051087461
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010100
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02538128
IRS990/TotalGrossUBIAmt01200
IRS990/TotalLiabilitiesBOYAmt044709606
IRS990/TotalLiabilitiesEOYAmt043908021
IRS990/TotalLiabilitiesGrp/BOYAmt044709606
IRS990/TotalLiabilitiesGrp/EOYAmt043908021

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,087,461
Liabilities
$43,908,021
Net assets
$7,179,440
Revenue
$2,587,066
Expenses
$2,538,128
Net income
$48,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.1$43.9$7.18$2.59$2.54$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.8$44.7$7.13$2.23$2.20$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$47.8$7.20$1.89$1.71$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.9$48.9$7.02$1.84$1.53$0.31
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$51.3$44.6$6.71$1.95$1.72$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.7$39.2$6.48$1.94$1.70$0.24
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$43.2$37.0$6.14$1.91$1.66$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$37.3$5.88$1.83$1.63$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$36.6$5.68$1.82$1.53$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.4$36.0$5.39$1.76$1.68$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.8$35.5$5.31$1.74$1.58$0.16
2013Detailed filing. Detailed filing data is available for this year.$39.3$34.1$5.15$1.81$1.72$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.6$34.6$5.07$1.88
2011Summary only. Only limited summary data is available for this year.$40.1$35.1$4.98$2.18$2.14$0.04
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$36.6$4.94$2.19