Civic Intelligence

Marine Credit Union

990 • Fiscal year 2018 • EIN 39-0827305

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.MARINECU.COM

View Organization Page

811 Monitor StreetLA Crosse, WI 54603

(608) 791-1543

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.88x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

10.45x

Higher debt load relative to revenue than 6% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Net Margin

12th percentile

6.7%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

59th percentile

$434,464

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2018

Asset Growth

12th percentile

-0.2%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

3.6%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$753,825,875

Down $1,720,480 (-0.2%) from 2017

Net Assets

Up

$87,386,394

Up $6,065,559 (+7.5%) from 2017

Liabilities

Down

$666,439,481

Down $7,786,039 (-1.2%) from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin12th percentile

Revenue

Up

$63,762,630

Up $2,232,818 (+3.6%) from 2017

Expenses

Up

$59,467,830

Up $3,658,282 (+6.6%) from 2017

Net Income

Down

$4,294,800

Down $1,425,464 (-25%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5B$1.0B$500M$0Assets 2010: $414,191,029Liabilities 2010: $383,952,448Net Assets 2010: $30,238,5812010Assets 2011: $425,964,974Liabilities 2011: $391,948,100Net Assets 2011: $34,016,8742011Assets 2012: $414,584,266Liabilities 2012: $375,573,145Net Assets 2012: $39,011,1212012Assets 2013: $474,385,492Liabilities 2013: $428,431,653Net Assets 2013: $45,953,8392013Assets 2015: $625,381,681Liabilities 2015: $559,418,609Net Assets 2015: $65,963,0722015Assets 2016: $689,785,890Liabilities 2016: $614,162,153Net Assets 2016: $75,623,7372016Assets 2017: $755,546,355Liabilities 2017: $674,225,520Net Assets 2017: $81,320,8352017Assets 2018: $753,825,875Liabilities 2018: $666,439,481Net Assets 2018: $87,386,3942018Assets 2019: $855,318,225Liabilities 2019: $763,608,637Net Assets 2019: $91,709,5882019Assets 2020: $961,535,112Liabilities 2020: $871,992,026Net Assets 2020: $89,543,0862020Assets 2021: $1,046,373,718Liabilities 2021: $946,075,135Net Assets 2021: $100,298,5832021Assets 2022: $1,034,078,280Liabilities 2022: $934,376,514Net Assets 2022: $99,701,7662022Assets 2024: $1,035,353,224Liabilities 2024: $918,543,900Net Assets 2024: $116,809,3242024

Highlighted filing

2018

Assets$753,825,875
Liabilities$666,439,481
Net Assets$87,386,394
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$100M$50M$0-$50MExpenses 2010: $41,559,6932010Expenses 2011: $32,074,1482011Revenue 2012: $35,989,610Expenses 2012: $31,171,000Net Income 2012: $4,818,6102012Revenue 2013: $38,365,464Expenses 2013: $33,318,343Net Income 2013: $5,047,1212013Revenue 2015: $48,014,382Expenses 2015: $38,588,989Net Income 2015: $9,425,3932015Revenue 2016: $55,932,177Expenses 2016: $46,239,375Net Income 2016: $9,692,8022016Revenue 2017: $61,529,812Expenses 2017: $55,809,548Net Income 2017: $5,720,2642017Revenue 2018: $63,762,630Expenses 2018: $59,467,830Net Income 2018: $4,294,8002018Revenue 2019: $67,606,086Expenses 2019: $61,004,190Net Income 2019: $6,601,8962019Revenue 2020: $71,099,257Expenses 2020: $73,189,234Net Income 2020: -$2,089,9772020Revenue 2021: $73,550,706Expenses 2021: $61,676,503Net Income 2021: $11,874,2032021Revenue 2022: $77,409,562Expenses 2022: $68,880,317Net Income 2022: $8,529,2452022Revenue 2024: $92,253,087Expenses 2024: $84,333,452Net Income 2024: $7,919,6352024

Highlighted filing

2018

Revenue$63,762,630
Expenses$59,467,830
Net Income$4,294,800
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$69,816,808
Mission and Program Overview

Mission

We will serve more of the underserved with products, service, time and giving. We will increase the number and percentage of customers availing themselves of a variety of high quality services.

We will serve more of the underserved with products, service, time and giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$600,684,272$591,288,291▼ $9,395,981
Rtn Earn Endowment Incm Other Fnds$81,320,835$87,386,394▲ $6,065,559
Cash and Non-Interest-Bearing Accounts$75,065,024$47,244,861▼ $27,820,163
Prepaid Expenses and Deferred Charges$14,655,044$31,450,986▲ $16,795,942
Land, Buildings, and Equipment, Net$23,637,600$28,069,443▲ $4,431,843
Investments Other Securities$7,385,704$23,775,764▲ $16,390,060
Receivables From Officers Etc$17,891,652$16,117,276▼ $1,774,376
Savings and Temporary Cash Investments$5,910,064$5,025,175▼ $884,889
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$755,546,355$753,825,875▼ $1,720,480
Other Assets Total$10,316,995$10,854,079▲ $537,084
Liabilities
Other Liabilities$495,984,205$654,925,264▲ $158,941,059
Mortgage Notes Payable Secured by Investment Property$170,764,000--
Accounts Payable and Accrued Expenses$7,469,801$11,505,325▲ $4,035,524
Escrow Account Liability$7,514$8,892▲ $1,378
Total Liabilities$674,225,520$666,439,481▼ $7,786,039
Net Assets / Fund Balance
Total Net Assets Fund Balance$81,320,835$87,386,394▲ $6,065,559
Total Liabilities and Net Assets / Fund Balance$755,546,355$753,825,875▼ $1,720,480

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,518,038$8,676,227$26,194,265
Equipment$4,077,354$10,162,129$14,239,483
Land$6,599,011-$6,599,011
Leasehold Improvements$-172,029$479,026$306,997
Other Land Buildings$47,069-$47,069
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawn L HansonPresident/CEOFT$401,398$33,066$434,464
Bill JamesCFOFT$282,488$50,883$333,371
Adam KeerChief Experience OfficerFT$198,538$51,040$249,578
Jack KalanderChief Information OfficerFT$203,608$32,607$236,215
Gregory HigginsChief Human Resources OfficerFT$200,810$33,642$234,452
Ronald CockleSenior Vice President BusiFT$124,791$105,530$230,321
Mark BarkerSVP-regional ManagerFT$192,190$30,019$222,209
Jason CobbSenior VP of OperationsFT$162,748$28,154$190,902
Michael SpillaneSVP of Loan Quality and Credit RiskFT$164,422$24,268$188,690
Brian JohnsonDistrict ManagerFT$118,978$66,289$185,267
Tom KnotheChairmanPT$24,000-$24,000
Mark ReedSecretary-$18,000-$18,000
Richard SwantzDirector-$18,000-$18,000
Robert CarneyTreasurer-$18,000-$18,000
William MaasDirector-$18,000-$18,000
William SaciaVice Chairman-$18,000-$18,000
Anne SnowDirector-$9,000-$9,000

Highest Paid Contractors

ContractorServicesLocationCompensation
MdtCore System And Support30230 ORCHARD LAKE ROAD, Farmington Hills, MI 48334$1,228,677
Beck Chaet Bamberger & PolskyLegal Services330 EAST KILBOURN AVENUE, Milwaukee, WI 53202$469,636
TransunionCredit ReportsPO BOX 99506, Chicago, IL 60693-9506$310,491
CdwIt Hardware & ServicesPO BOX 75723, Chicago, IL 60675-5723$298,489
Grandstay Residential SuitesLodging525 FRONT STREET NORTH, Lacrosse, WI 54601$176,847
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$62,000,574
Investment Income
$1,738,187
Other Revenue
$23,869
Change in Net Assets
$4,294,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$30,048,748
Other Expenses$27,059,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$22,552,908
Fees for Services Other---$3,749,736
Other Employee Benefits---$3,590,973
Occupancy---$2,385,964
Benefits to Members---$2,359,798
Office Expenses---$2,289,789
Interest---$2,153,953
Depreciation Depletion---$1,998,111
Payroll Taxes---$1,707,030
Current Officers, Directors, Trustees, and Key Employees---$1,611,080
Travel---$962,547
Advertising---$901,218
Fees for Services Legal---$770,551
Pension Plan Contributions---$586,757
Fees for Services Accounting---$137,130
Other Expenses---$45,583
Total Functional Expenses$0$0$0$59,467,830
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$17,891,652$16,117,276▼ $1,774,376
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Regular Shares$192,441,504
Share Drafts$175,463,239
Money Market Shares$153,987,632
Share Certificates$124,436,952
Ira/keogh Account$8,595,937
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization consists of members. To be a member, one must have a share/savings account. Each member has one vote to elect the governing body (board of directors). Participation in this credit union is limited to those who qualify for membership as defined in the credit union's charter and bylaws. This generally consists of brown, calumet, chippewa, columbia, crawford, dodge, dunn, eau claire, fond du lac, grant, green lake, kenosha, la crosse, manitowoc, marquette, milwaukee, outagamie, ozaukee, racine, sheboygan, vernon, walworth, washington, waukesha, waushara, and winnebago counties in wisconsin; allamakee, clayton, dallas, fayette, muscatine, polk, and winneshiek counties in iowa; fillmore, houston, olmsted, and winona counties in minnesota; and rock island county in illinois and other select employee groups who have petitioned for membership. In addition to a regularly qualified member, the spouse of a member, the blood or adoptive relatives of either them, or their spouses may be members.”

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

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

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

“The members would need to approve decisions such as change of name or a merger decision.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any comittees that have authority to act on behalf of the governing body”

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

“A review of the 990 is performed by the cfo. Any revisions that need to be made are completed and the revised 990 is presented to the cfo prior to the report being filed.”

Form 990, Part VI, Section B, Line 12

“Officers and key employees are required to verify the existence of any conflicts of interest annually. The organization does not monitor its directors further at this time.”

Form 990, Part VI, Section B, Line 15

“Ceo: the board of directors approves compensation as recommended by the compensation committee. Base compensation is targeted to that of peer financial institutions of similar size and complexity. Incentive pay and base pay increases or decreases are driven by the performance of the executive versus pre-determined goals and objectives which are aligned with the mission and strategy of the organization. The ceo is given quarterly and annual performance evaluations which factor into compensation discussions. Other officers and key employees: base compensation is driven by marketplace trends and other competitive factors. Incentive pay and base pay increases are driven by the performance of each employee versus pre-determined goals and objectives which are aligned with the mission and strategy of the organization. All employees are evaluated against objective and subjective criteria on a monthly and annual basis.”

Form 990, Part VI, Section C, Line 19

“Bylaws are available upon request and annual financial statements are posted on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Marine Credit Union
EIN
39-0827305
Phone
6087911543
Address
811 MONITOR STREET, LA CROSSE, WI 54603

Signing Officer

Name
Bill James
Title
CFO
Phone
6087911543
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shawn Hanson
Formed
1949
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
1
Employees
611
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Equity attributable to aoci -54,089. Partnership income equity acquired in merger 1,824,849.”

FORM 990, PART XII, LINE 2C:

“NO CHANGES TO PROCESS.”

Financial Statement Notes

PART IV, LINE 1B:

“Mcu services secondary market loans for fhlb/mpf xtra program”

PART IV, LINE 2B:

“Escrow accounts were held at borrower level for taxes and insurance”

PART X, LINE 2:

“The credit union is exempt, under internal revenue code (irc) section 501(c)(14), from federal and state income taxes. Certain products and services provided by select state chartered credit unions have been deemed by the internal revenue service (irs), in technical advice memorandums (tams)released in 2007, to be unrelated to the specific entity's exempt purpose. As presented in the technical advice memorandums the net taxable income from these products and services would be subject to income taxes. Credit unions have litigated against the irs positions noted in the tams and have been successful in having courts declare in 2009 and 2010 that revenue from insurance products sold to members, helping them protect their financial well-being, qualifies as exempt purpose income, contrary to the irs position in the tams. The credit union will be filing its tax returns for calendar year 2018, and has filed its tax returns for calendar year 2017 for activities deemed taxable and has a net operating loss carryforward as of the 2018 calendar year. The taxing authorities have the ability to assess taxes, penalties, and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's consolidated financial position or results of operations. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2018 and 2017. The credit union's 2015 and subsequent tax years are open for examination by federal taxing authorities, and 2014 and subsequent tax years are open for examination by state taxing authorities. Earnings and losses from the cuso's, organized as llc's, flow at the entity level through to the credit union and, therefore, are not subject to federal and state income taxes.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“PARTNERSHIP INCOME”

Raw XML AppendixShowing 400 of 748 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/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt723026
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt828108
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt927428
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1023580
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1128517
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1217311
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1326477
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1419055
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1521584
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1622126
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM KNOTHE
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM SACIA
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK REED
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT CARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM MAAS
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNE SNOW
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD SWANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm7SHAWN L HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm8BILL JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM KEER
IRS990/Form990PartVIISectionAGrp/PersonNm10GREGORY HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm11JACK KALANDER
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK BARKER
IRS990/Form990PartVIISectionAGrp/PersonNm13JASON COBB
IRS990/Form990PartVIISectionAGrp/PersonNm14RONALD COCKLE
IRS990/Form990PartVIISectionAGrp/PersonNm15BRIAN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL SPILLANE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt118000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt218000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt318000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt418000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt59000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt618000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7411438
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8305263
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9222150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10210872
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11207698
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12204898
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13164425
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14211266
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15163683
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16166564
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF EXPERIENCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF HUMAN RESOURCES OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP-REGIONAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR VP OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR VICE PRESIDENT BUSI
IRS990/Form990PartVIISectionAGrp/TitleTxt15DISTRICT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP OF LOAN QUALITY AND CREDIT RISK
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01949
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0262507
IRS990/GainOrLossGrp/SecuritiesAmt0-3017
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0456021
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05857647
IRS990/GrossReceiptsAmt069816808
IRS990/GroupExemptionNum02157
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt035
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/TotalAmt02153953
IRS990/InvestmentIncomeGrp/ExclusionAmt01478697
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01478697
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07385704
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt023775764
IRS990/IRPDocumentCnt08461
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019317382
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023637600
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028069443
IRS990/LandBldgEquipCostOrOtherBssAmt047386825
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0193514
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05860664
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE WILL SERVE MORE OF THE UNDERSERVED WITH PRODUCTS, SERVICE, TIME AND GIVING. WE WILL INCREASE THE NUMBER AND PERCENTAGE OF CUSTOMERS AVAILING THEMSELVES OF A VARIETY OF HIGH QUALITY SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0170764000
IRS990/NetAssetsOrFundBalancesBOYAmt081320835
IRS990/NetAssetsOrFundBalancesEOYAmt087386394
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0259490
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0259490
IRS990/NetUnrelatedBusTxblIncmAmt0-136954
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02385964
IRS990/OfficeExpensesGrp/TotalAmt02289789
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010316995
IRS990/OtherAssetsTotalGrp/EOYAmt010854079
IRS990/OtherChangesInNetAssetsAmt01770760
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03590973
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS OPERATING
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc3MEMBER INSURANCE EXPENS
IRS990/OtherExpensesGrp/TotalAmt08204074
IRS990/OtherExpensesGrp/TotalAmt12007220
IRS990/OtherExpensesGrp/TotalAmt21453408
IRS990/OtherExpensesGrp/TotalAmt345583
IRS990/OtherLiabilitiesGrp/BOYAmt0495984205
IRS990/OtherLiabilitiesGrp/EOYAmt0654925264
IRS990/OtherOrganizationDsc0CU
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0K-1 - COMMUNITY BUSINESS LENDERS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023869
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023869
IRS990/OtherRevenueTotalAmt023869
IRS990/OtherSalariesAndWagesGrp/TotalAmt022552908
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0600684272
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0591288291
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01707030
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0586757
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014655044
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031450986
IRS990/PrincipalOfficerNm0SHAWN HANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046000034
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115563754
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2324558
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046000034
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115675982
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2324558
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0112228
IRS990/ProgSrvcAccomActy2Grp/Desc0MORTGAGE LENDING - MARINE CREDIT UNION IS AN INTEGRAL PART OF THE COMMUNITIES WE SERVE BY PROVIDING OVER 1,699 LOANS TOTALING OVER $83,222,651. THESE LOANS ARE USED BY BORROWERS TO PURCHASE, REFINANCE OR IMPROVE THEIR HOMES. CURRENT MORTGAGE LOANS OUTSTANDING EXCEED $348,345,275.
IRS990/ProgSrvcAccomActy3Grp/Desc0CONSUMER LENDING - MARINE CREDIT UNION IS A FULL SERVICE CONSUMER LENDING INSTITUTION. IN 2018 WE GRANTED OVER 19,699 CONSUMER LOANS FOR A TOTAL OF OVER $171,375,938. THESE LOANS ARE USED BY OUR BORROWERS TO CONSOLIDATE DEBT, PURCHASE GOODS SUCH AS AUTOMOBILES AND RECREATIONAL VEHICLES AND TO FINANCE CONTINUING EDUCATION EXPENSES. THE TOTAL CONSUMER LOAN PORTFOLIO IS GREATER THAN $248,477,520.
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01262614
IRS990/PYOtherExpensesAmt025428152
IRS990/PYOtherRevenueAmt0-686
IRS990/PYProgramServiceRevenueAmt060267884
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IRS990/PYSalariesCompEmpBnftPaidAmt028414398
IRS990/PYTotalExpensesAmt055809548
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt061529812
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt017891652
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt016117276
IRS990/ReconcilationRevenueExpnssAmt04294800
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt081320835
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt087386394
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05910064
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05025175
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0725519
IRS990ScheduleD/BuildingsGrp/BookValueAmt017518038
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08676227
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt026194265
IRS990ScheduleD/DistributionsDuringYearAmt0131912
IRS990ScheduleD/EndingBalanceAmt0593607
IRS990ScheduleD/EquipmentGrp/BookValueAmt04077354
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010162129
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014239483
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt06599011
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt06599011
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0-172029
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0479026
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0306997
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt047069
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt047069
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0175463239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1192441504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2153987632
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt38595937
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4124436952
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARE DRAFTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REGULAR SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MONEY MARKET SHARES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3IRA/KEOGH ACCOUNT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4SHARE CERTIFICATES

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$753,825,875
Liabilities
$666,439,481
Net assets
$87,386,394
Revenue
$63,762,630
Expenses
$59,467,830
Net income
$4,294,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,035$919$117$92.3$84.3$7.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,034$934$99.7$77.4$68.9$8.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,046$946$100$73.6$61.7$11.9
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$962$872$89.5$71.1$73.2$2.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$855$764$91.7$67.6$61.0$6.60
2018Detailed filing. Detailed filing data is available for this year.$754$666$87.4$63.8$59.5$4.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$756$674$81.3$61.5$55.8$5.72
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$690$614$75.6$55.9$46.2$9.69
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$625$559$66.0$48.0$38.6$9.43
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$474$428$46.0$38.4$33.3$5.05
2012Summary only. Only limited summary data is available for this year.$415$376$39.0$36.0$31.2$4.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$426$392$34.0$32.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$414$384$30.2$41.6
Peer Organizations

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