Civic Intelligence

Oshkosh Truck Credit Union

EIN 39-0853308 • 501(c)14 • Oshkosh, WI

View Organization Page

2772 Oregon StreetOshkosh, WI 54902
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

96th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)14 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-633%

Higher net margin than 10% of similar nonprofits.

501(c)14 • <$500k nonprofits • Source year 2020

Top Officer Pay

64th percentile

$40,452

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

501(c)14 • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

-100%

Faster asset growth than 95% of similar nonprofits.

501(c)14 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-82%

Faster revenue growth than 16% of similar nonprofits.

501(c)14 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $15,514,961 (-100%) from 2019

Liabilities

Down

$0

Down $13,064,118 (-100%) from 2019

Net Assets

Down

$0

Down $2,450,843 (-100%) from 2019

Operations
Liabilities / Revenue96th percentileNet Margin10th percentile

Revenue

Down

$119,150

Down $557,176 (-82%) from 2019

Expenses

Up

$873,260

Up $217,207 (+33%) from 2019

Net Income

Down

-$754,110

Down $774,383 (-3820%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $14,071,418Liabilities 2010: $11,669,873Net Assets 2010: $2,401,5452010Assets 2011: $14,935,418Liabilities 2011: $12,532,555Net Assets 2011: $2,402,8632011Assets 2012: $15,494,057Liabilities 2012: $13,084,048Net Assets 2012: $2,410,0092012Assets 2013: $15,850,047Liabilities 2013: $13,439,677Net Assets 2013: $2,410,3702013Assets 2014: $15,044,022Liabilities 2014: $12,644,013Net Assets 2014: $2,400,0092014Assets 2015: $15,242,696Liabilities 2015: $12,836,366Net Assets 2015: $2,406,3302015Assets 2016: $15,818,675Liabilities 2016: $13,394,769Net Assets 2016: $2,423,9062016Assets 2017: $16,280,811Liabilities 2017: $13,864,458Net Assets 2017: $2,416,3532017Assets 2018: $15,464,058Liabilities 2018: $13,033,488Net Assets 2018: $2,430,5702018Assets 2019: $15,514,961Liabilities 2019: $13,064,118Net Assets 2019: $2,450,8432019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $758,3442010Expenses 2011: $707,8322011Expenses 2012: $689,0592012Revenue 2013: $628,898Expenses 2013: $628,537Net Income 2013: $3612013Revenue 2014: $580,847Expenses 2014: $591,208Net Income 2014: -$10,3612014Revenue 2015: $576,404Expenses 2015: $570,083Net Income 2015: $6,3212015Revenue 2016: $598,481Expenses 2016: $580,905Net Income 2016: $17,5762016Revenue 2017: $619,802Expenses 2017: $627,355Net Income 2017: -$7,5532017Revenue 2018: $663,374Expenses 2018: $649,158Net Income 2018: $14,2162018Revenue 2019: $676,326Expenses 2019: $656,053Net Income 2019: $20,2732019Revenue 2020: $119,150Expenses 2020: $873,260Net Income 2020: -$754,1102020

Highlighted filing

2020

Revenue$119,150
Expenses$873,260
Net Income-$754,110
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Import issue. A filing source exists for this year, but detailed import did not complete cleanly.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$119,150
Expenses
$873,260
Net income
-$754,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$0.12$0.87$0.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$13.1$2.45$0.68$0.66$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$13.0$2.43$0.66$0.65$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$13.9$2.42$0.62$0.63$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$13.4$2.42$0.60$0.58$0.02
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$15.2$12.8$2.41$0.58$0.57$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$12.6$2.40$0.58$0.59$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$15.9$13.4$2.41$0.63$0.63$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$13.1$2.41$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$12.5$2.40$0.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$11.7$2.40$0.76
Latest Detailed Filing

The latest 2020 filing currently has an XML import problem. Showing the latest detailed filing from 2012 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 24, 2013
Return Version
2012v2.1
Gross Receipts
$696,208
Mission and Program Overview

Mission

A not-for-profit, member-owned organization dedicated to providing its members financial products and services in a personal and professional manner, making loans at competitive rates, encouraging regular savings, and maintaining the credit unions long-term financial stability.

Major Activities

Activity 2
We funded 350 loans during 2012. As of 12/31/12, we had 74 mortgages/home equity loans,577 consumer loans, and 2 member business loans.
Filing and Contact Details

Filer

EIN
39-0853308
Raw XML Appendix378 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.

Path#Value
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IRS990/Activity2/Description0We funded 350 loans during 2012. As of 12/31/12, we had 74 mortgages/home equity loans,577 consumer loans, and 2 member business loans.
IRS990/ActivityOrMissionDescription0Not-for-profit, member-owned organization dedicated to providing its members financial products and services in a personal and professional manner, making loans at competitive rates, encouraging regular savings, and maintaining the CU9S long-term financial stability.
IRS990/Advertising/Total016726
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IRS990/DepreciationDepletion/Total035933
IRS990/DescribedIn501C30false
IRS990/Description0We have deposit, transaction, and investment accounts with 2243 members at 12/31. During 2012, we opened 385 new deposit, transaction and investment accounts.
IRS990/DisregardedEntity0false
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IRS990/Form990PartVIISectionA/NamePerson0Carla Karau
IRS990/Form990PartVIISectionA/NamePerson1Eric Braun
IRS990/Form990PartVIISectionA/NamePerson2Howard Mezera
IRS990/Form990PartVIISectionA/NamePerson3Joseph Hoinacki
IRS990/Form990PartVIISectionA/NamePerson4Keith Berholtz
IRS990/Form990PartVIISectionA/NamePerson5Robert Pouzar
IRS990/Form990PartVIISectionA/NamePerson6Sally Laabs
IRS990/Form990PartVIISectionA/NamePerson7Sara A Steichen
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IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation711796
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization775682
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
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IRS990/Form990PartVIISectionA/Title0Director
IRS990/Form990PartVIISectionA/Title1Director
IRS990/Form990PartVIISectionA/Title2Treasurer
IRS990/Form990PartVIISectionA/Title3Chair
IRS990/Form990PartVIISectionA/Title4Vice-Chair
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990PartVIISectionA/Title6Secrtary
IRS990/Form990PartVIISectionA/Title7President
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Other0-3
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0696208
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total036895
IRS990/Insurance/Total012090
IRS990/Interest/Total08
IRS990/InvestmentIncomeCurrentYear079275
IRS990/InvestmentIncome/ExclusionAmount079278
IRS990/InvestmentIncomePriorYear090832
IRS990/InvestmentIncome/TotalRevenueColumn079278
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsProgramRelated/BOY0221851
IRS990/InvestmentsProgramRelated/EOY0236625
IRS990/LandBldgEquipmentAccumDeprec0339140
IRS990/LandBuildingsEquipmentBasis0926850
IRS990/LandBuildingsEquipmentBasisNet/BOY0623646
IRS990/LandBuildingsEquipmentBasisNet/EOY0587710
IRS990/LessCostOthBasisSalesExpenses/Other03
IRS990/LoanToOfficerOrDQP0false
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IRS990/MinutesOfCommittees0true
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IRS990/MissionDescription0Not-for-profit, member-owned organization dedicated to providing its members financial products and services in a personal and professional manner, making loans at competitive rates, encouraging regular savings, and maintaining the CU9S long-term financial stability.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Sara A Steichen
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY02402863
IRS990/NetAssetsOrFundBalancesEOY02410009
IRS990/NetGainOrLossInvestments/ExclusionAmount0-3
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-3
IRS990/NetUnrelatedBusinessTxblIncome00
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IRS990/OfficerMailingAddress0false
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IRS990/OtherExpensesCurrentYear0398276
IRS990/OtherExpenses/Description0Dividends on Shares
IRS990/OtherExpenses/Description1Provision for Loan Loss
IRS990/OtherExpenses/Description2Loan Servicing Expense
IRS990/OtherExpenses/Description3Member Ins/NCUSIF
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IRS990/OtherNotesLoansReceivableNet/BOY07173361
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IRS990/OtherRevenueCurrentYear09820
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IRS990/PartialLiquidation0false
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IRS990/PayrollTaxes/Total019198
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IRS990/PoliticalActivities0false
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IRS990/ProgramServiceRevenue/Description0Interest on Loans
IRS990/ProgramServiceRevenue/Description1Member AccountCard Fee
IRS990/ProgramServiceRevenue/Description2Other Member Fee Inc
IRS990/ProgramServiceRevenue/Description3Insurance Sales
IRS990/ProgramServiceRevenue/Description4Non-Member ATM Fees
IRS990/ProgramServiceRevenuePriorYear0618318
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IRS990ScheduleD/OtherLiabilities/Description1Accrued Dividends
IRS990ScheduleD/OtherLiabilities/Description2All Other Liabilities
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IRS990ScheduleO/GeneralExplanation/Explanation0The 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).
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/Explanation3President reviews it for accuracy.
IRS990ScheduleO/GeneralExplanation/Explanation4We annually sign a 4Code of Conduct4 which includes disclosure of any potential conflicts of interest. These are further reviewed by our auditor during our annual audit. He also reviews account activity of all employees and board members.
IRS990ScheduleO/GeneralExplanation/Explanation5Compensation of CEO is determined by a review of WCUL salary survey based on our peer group. Recommendation is made to board by the CEO and then CEO is excused while the entire board discusses salary and bonuses. They do not keep minutes of the discussion other than simply 4discussed CEO9s salary and bonuses for staff.4 Board then calls CEO back into the meeting and informs CEO of the salary set, and gives verbal comments on performance. Each board member signs off on document indicating approved salary and bonuses.
IRS990ScheduleO/GeneralExplanation/Explanation6Information is available upon written request. Financial statements are posted annually and annual report is available in our vestibule and posted our website.
IRS990ScheduleO/GeneralExplanation/Explanation7Oshkosh Truck Credit Union began offering our members MoneyDesktop, which is a Personal Financial Management software for financial institutions. MoneyDesktop and MoneyMobile9s award winning designs makes managing money not only easier and more convenient-but a lot more enjoyable and exciting as well. Members can access this through our secure online banking platform. It is a great alternative to Quicken or Mint.com
IRS990ScheduleO/GeneralExplanation/Identifier0O01
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IRS990ScheduleO/GeneralExplanation/ReturnReference1Member election for additional members Part VI line 7a
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/ReturnReference6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference7Significant program services not listed on prior year return Part III line 2
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode054902
IRS990/TheBooksAreInCareOf/NamePerson0Sara A Steichen
IRS990/TheBooksAreInCareOf/TelephoneNumber09202332611
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IRS990/TotalNetAssetsFundBalances/EOY02410009
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IRS990/TotalRevenue/TotalRevenueColumn0696205
IRS990/TotalRevenue/UnrelatedBusinessRevenue0275
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0www.oshkoshtruckcu.org
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01952
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0390853308
ReturnHeader/Filer/Name/BusinessNameLine10Oshkosh Truck Credit Union
ReturnHeader/Filer/NameControl0OSHK
ReturnHeader/Filer/USAddress/AddressLine102772 Oregon Street
ReturnHeader/Filer/USAddress/City0Oshkosh
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054902
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-04-24
ReturnHeader/Officer/Name0Sara A Steichen
ReturnHeader/Officer/Phone09202332611
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-05-13
ReturnHeader/PreparerFirm/EIN0391127312
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WCUL Services Corp
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10N25W23131 Paul Rd Suite 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Pewaukee
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053072
ReturnHeader/Preparer/Name0Cari Thompson
ReturnHeader/Preparer/Phone02625490200
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T18:19:52-05:00

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