Civic Intelligence

Fort Community Credit Union

990 • Fiscal year 2012 • EIN 39-0851648

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 22, 2013

Organization Profilewww.fortcommunity.com

View Organization Page

800 Madison Avenue53538
Siviq Scores

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

Liabilities / Assets

24th percentile

0.87x

Higher debt load relative to assets than 24% of similar nonprofits.

2012 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

40th percentile

4.1%

Faster asset growth than 40% of similar nonprofits.

2012 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$184,152,968

Up $7,200,770 (+4.1%) from 2011

Net Assets

Up

$23,864,682

Up $519,418 (+2.2%) from 2011

Liabilities

Up

$160,288,286

Up $6,681,352 (+4.3%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,058,489

Down $560,436 (-7.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400M$300M$200M$100M$0Assets 2010: $171,649,442Liabilities 2010: $149,194,406Net Assets 2010: $22,455,0362010Assets 2011: $176,952,198Liabilities 2011: $153,606,934Net Assets 2011: $23,345,2642011Assets 2012: $184,152,968Liabilities 2012: $160,288,286Net Assets 2012: $23,864,6822012Assets 2013: $196,652,881Liabilities 2013: $171,712,691Net Assets 2013: $24,940,1902013Assets 2014: $205,416,516Liabilities 2014: $178,529,207Net Assets 2014: $26,887,3092014Assets 2016: $230,047,599Liabilities 2016: $199,101,099Net Assets 2016: $30,946,5002016Assets 2017: $238,016,353Liabilities 2017: $204,050,530Net Assets 2017: $33,965,8232017Assets 2018: $242,438,317Liabilities 2018: $206,366,161Net Assets 2018: $36,072,1562018Assets 2019: $259,032,231Liabilities 2019: $218,787,283Net Assets 2019: $40,244,9482019Assets 2020: $314,376,984Liabilities 2020: $271,505,216Net Assets 2020: $42,871,7682020Assets 2021: $350,222,028Liabilities 2021: $306,455,642Net Assets 2021: $43,766,3862021Assets 2022: $346,847,400Liabilities 2022: $309,976,026Net Assets 2022: $36,871,3742022

Highlighted filing

2012

Assets$184,152,968
Liabilities$160,288,286
Net Assets$23,864,682
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Expenses 2010: $6,960,3822010Expenses 2011: $7,618,9252011Expenses 2012: $7,058,4892012Revenue 2013: $7,723,849Expenses 2013: $6,565,668Net Income 2013: $1,158,1812013Revenue 2014: $8,135,626Expenses 2014: $6,452,680Net Income 2014: $1,682,9462014Revenue 2016: $9,287,984Expenses 2016: $6,902,052Net Income 2016: $2,385,9322016Revenue 2017: $10,187,772Expenses 2017: $7,633,659Net Income 2017: $2,554,1132017Revenue 2018: $11,383,700Expenses 2018: $8,921,650Net Income 2018: $2,462,0502018Revenue 2019: $12,759,732Expenses 2019: $10,221,314Net Income 2019: $2,538,4182019Revenue 2020: $12,868,876Expenses 2020: $10,949,669Net Income 2020: $1,919,2072020Revenue 2021: $12,826,463Expenses 2021: $10,714,046Net Income 2021: $2,112,4172021Revenue 2022: $12,052,203Expenses 2022: $11,266,675Net Income 2022: $785,5282022

Highlighted filing

2012

Revenue-
Expenses$7,058,489
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 22, 2013
Return Version
2012v2.1
Gross Receipts
$9,204,436
Mission and Program Overview

Mission

To help every member be in a better Financial Position than when we met them.

Major Activities

Activity 2
We funded 3145 loans during 2012. As of 12/31/2012 we had 1049 mortgages/home equity lines, 6721 consumer loans, 96 member business loans, and 2344 credit card accounts with our members.
Filing and Contact Details

Filer

EIN
39-0851648
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IRS990ScheduleO/GeneralExplanation/Explanation0The organization is consists of members. To be a member, one must have a share/savings account. Each member has one vote to elect the governing body (Board of Directors).
IRS990ScheduleO/GeneralExplanation/Explanation1The Board of Directors is elected by the membership utilizing their one vote per member.
IRS990ScheduleO/GeneralExplanation/Explanation2Each member has one vote to utilize in ratifying significant decisions beyond the authority of the Board as outlined in the organization9s bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency (i.e., NCUA, Wisconsin Office of Credit Unions).
IRS990ScheduleO/GeneralExplanation/Explanation3CFO and Board review.
IRS990ScheduleO/GeneralExplanation/Explanation4Policy is Board approved and all employees sign off on the policy.
IRS990ScheduleO/GeneralExplanation/Explanation5Board of Directors approves CEO salary. CEO approves all other top officials using the board approved salary budget.
IRS990ScheduleO/GeneralExplanation/Explanation6CEO approves all other top officials using the board approved salary budget.
IRS990ScheduleO/GeneralExplanation/Explanation7Financial Statements are posted on the Credit Union website and in the lobby.
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IRS990ScheduleO/GeneralExplanation/ReturnReference2Governing body decisions Part VI line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990 governing body review Part VI line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/GeneralExplanation/ReturnReference7Governing documents etc available to public Part VI line 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0WI
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10800 Madison Avenue
IRS990/TheBooksAreInCareOf/AddressUS/City0Fort Atkinson
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode053538
IRS990/TheBooksAreInCareOf/NamePerson0Edmund Jiongco
IRS990/TheBooksAreInCareOf/TelephoneNumber09205637305
IRS990/TotalAssets/BOY0176952198
IRS990/TotalAssetsBOY0176952198
IRS990/TotalAssets/EOY0184152968
IRS990/TotalAssetsEOY0184152968
IRS990/TotalCompGT150K0true
IRS990/TotalExpensesCurrentYear07058489
IRS990/TotalExpensesPriorYear07618925

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$184,152,968
Liabilities
$160,288,286
Net assets
$23,864,682
Revenue
-
Expenses
$7,058,489
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$347$310$36.9$12.1$11.3$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$350$306$43.8$12.8$10.7$2.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$314$272$42.9$12.9$10.9$1.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$259$219$40.2$12.8$10.2$2.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$242$206$36.1$11.4$8.92$2.46
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$238$204$34.0$10.2$7.63$2.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$230$199$30.9$9.29$6.90$2.39
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$205$179$26.9$8.14$6.45$1.68
2013Detailed filing. Detailed filing data is available for this year.$197$172$24.9$7.72$6.57$1.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$184$160$23.9$7.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$177$154$23.3$7.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$149$22.5$6.96