Civic Intelligence

Simplicity Credit Union

990 • Fiscal year 2023 • EIN 39-0860994

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 16, 2024

Organization ProfileWWW.SIMPLICITY.COOP

View Organization Page

222 E Upham AvenueMarshfield, WI 54449-0790

(715) 387-3702

Siviq Scores

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

Liabilities / Assets

55th percentile

0.91x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

15.91x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2023

Net Margin

54th percentile

13%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

25th percentile

$330,230

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2023

Asset Growth

78th percentile

6.7%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

33%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$461,117,108

Up $28,964,007 (+6.7%) from 2022

Net Assets

Up

$42,357,322

Up $3,731,008 (+9.7%) from 2022

Liabilities

Up

$418,759,786

Up $25,232,999 (+6.4%) from 2022

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin54th percentile

Revenue

Up

$26,321,652

Up $6,579,250 (+33%) from 2022

Expenses

Up

$22,916,235

Up $5,170,268 (+29%) from 2022

Net Income

Up

$3,405,417

Up $1,408,982 (+71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$600M$400M$200M$0Assets 2010: $171,210,377Liabilities 2010: $153,052,620Net Assets 2010: $18,157,7572010Assets 2011: $179,777,271Liabilities 2011: $161,260,243Net Assets 2011: $18,517,0282011Assets 2012: $194,276,643Liabilities 2012: $174,872,211Net Assets 2012: $19,404,4322012Assets 2013: $203,935,642Liabilities 2013: $184,721,027Net Assets 2013: $19,214,6152013Assets 2014: $209,653,537Liabilities 2014: $188,948,663Net Assets 2014: $20,704,8742014Assets 2015: $224,201,044Liabilities 2015: $202,087,471Net Assets 2015: $22,113,5732015Assets 2017: $240,421,832Liabilities 2017: $214,001,205Net Assets 2017: $26,420,6272017Assets 2018: $248,218,049Liabilities 2018: $219,349,614Net Assets 2018: $28,868,4352018Assets 2019: $275,577,534Liabilities 2019: $244,082,179Net Assets 2019: $31,495,3552019Assets 2020: $337,112,672Liabilities 2020: $303,454,679Net Assets 2020: $33,657,9932020Assets 2021: $424,593,294Liabilities 2021: $385,821,569Net Assets 2021: $38,771,7252021Assets 2022: $432,153,101Liabilities 2022: $393,526,787Net Assets 2022: $38,626,3142022Assets 2023: $461,117,108Liabilities 2023: $418,759,786Net Assets 2023: $42,357,3222023Assets 2024: $500,121,906Liabilities 2024: $454,269,750Net Assets 2024: $45,852,1562024

Highlighted filing

2023

Assets$461,117,108
Liabilities$418,759,786
Net Assets$42,357,322
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

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

$40M$30M$20M$10M$0Expenses 2010: $8,625,0022010Expenses 2011: $8,148,8662011Expenses 2012: $8,224,7432012Revenue 2013: $9,257,423Expenses 2013: $8,751,985Net Income 2013: $505,4382013Revenue 2014: $9,736,233Expenses 2014: $8,636,495Net Income 2014: $1,099,7382014Revenue 2015: $10,504,267Expenses 2015: $9,051,186Net Income 2015: $1,453,0812015Revenue 2017: $11,973,929Expenses 2017: $9,798,516Net Income 2017: $2,175,4132017Revenue 2018: $13,914,390Expenses 2018: $11,235,885Net Income 2018: $2,678,5052018Revenue 2019: $15,576,619Expenses 2019: $13,361,379Net Income 2019: $2,215,2402019Revenue 2020: $16,512,956Expenses 2020: $14,492,445Net Income 2020: $2,020,5112020Revenue 2021: $17,622,558Expenses 2021: $15,714,933Net Income 2021: $1,907,6252021Revenue 2022: $19,742,402Expenses 2022: $17,745,967Net Income 2022: $1,996,4352022Revenue 2023: $26,321,652Expenses 2023: $22,916,235Net Income 2023: $3,405,4172023Revenue 2024: $32,520,313Expenses 2024: $29,733,748Net Income 2024: $2,786,5652024

Highlighted filing

2023

Revenue$26,321,652
Expenses$22,916,235
Net Income$3,405,417
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 16, 2024
Return Version
2023v5.1
Gross Receipts
$26,525,317
Mission and Program Overview

Mission

A nonprofit member-owned thrift institution organized to provide financial services to individuals. Operations are primarily related to holding deposit for and making loans to members.

A nonprofit member-owned thrift institution organized to provide financial services to individuals. Operations are primarily related to holding deposits for and making loans to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$320,648,403$374,075,910▲ $53,427,507
Investments in Publicly Traded Securities$46,984,861$44,965,192▼ $2,019,669
Rtn Earn Endowment Incm Other Fnds$38,626,314$42,357,322▲ $3,731,008
Savings and Temporary Cash Investments$40,930,306$13,605,107▼ $27,325,199
Land, Buildings, and Equipment, Net$8,154,514$10,025,524▲ $1,871,010
Investments Program Related$4,639,241$5,314,241▲ $675,000
Cash and Non-Interest-Bearing Accounts$4,746,022$5,155,314▲ $409,292
Prepaid Expenses and Deferred Charges$837,176$2,741,825▲ $1,904,649
Accounts Receivable$243,426$199,605▼ $43,821
Inventories for Sale or Use$24,033$42,167▲ $18,134
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$432,153,101$461,117,108▲ $28,964,007
Other Assets Total$4,945,119$4,992,223▲ $47,104
Liabilities
Other Liabilities$372,978,599$391,764,502▲ $18,785,903
Mortgage Notes Payable Secured by Investment Property-$20,000,000-
Accounts Payable and Accrued Expenses$20,117,521$6,543,927▼ $13,573,594
Escrow Account Liability$430,667$451,357▲ $20,690
Total Liabilities$393,526,787$418,759,786▲ $25,232,999
Net Assets / Fund Balance
Total Net Assets Fund Balance$38,626,314$42,357,322▲ $3,731,008
Total Liabilities and Net Assets / Fund Balance$432,153,101$461,117,108▲ $28,964,007

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,530,795$3,301,394$10,832,189
Equipment$1,050,145$5,334,226$6,384,371
Land$1,421,454-$1,421,454
Other Land Buildings$23,130$308,994$332,124
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicholas FaberPresident/CEOFT$252,239$77,991$330,230
James NowakCheif Financial OfficerFT$161,248$33,866$195,114
Kelly KorthChief Strategic OfficerFT$155,373$35,556$190,929
Jason BuchingerFinancial AdvisorFT$179,457$186,343$186,343
Richard SzaboVP of Information TechnoloFT$125,467$26,264$151,731
Sandy RuethMortgage LenderFT$123,166$3,735$126,901
Jen StantonChief Revenue OfficerFT$112,952$4,184$117,136
Ben BauerExecutive Director ExclamationFT$111,606$4,789$116,395
Mark PageChair-$1,650-$1,650
Iilee PedersonDirector-$755-$755
Sue ShulferSecretary/treasurer-$690-$690
Bobbi BradleyDirector-$615-$615
Paul HauffeDirector-$590-$590
Tom MccartenDirector-$590-$590
Herb StephaniDirector-$540-$540

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservDebit Card Processing, Computer Main Fra75 REMITTANCE DRIVE SUITE 1649, Chicago, IL 60675$1,652,728
Q2Online/home BankingPO BOX 205970, Dallas, TX 75320$594,889
Meridian LinkConsumer ApplicationsPO BOX 846822, Los Angeles, CA 90084-6822$170,000
VisaVisa Operation CertificatePO BOX 8999, San Francisco, CA 94128$147,837
Spectrum BusinessPhone/internet ProviderPO BOX 94188, Palatine, IL 60094$135,918
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,749,887
Investment Income
$4,449,314
Other Revenue
$122,451
Change in Net Assets
$3,405,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,068,859
Salaries, Compensation, and Employee Benefits$8,841,376
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$5,505,465
Interest---$3,005,402
Office Expenses---$1,874,354
Other Employee Benefits---$1,779,255
All Other Expenses---$859,308
Current Officers, Directors, Trustees, and Key Employees---$702,515
Other Expenses---$625,945
Depreciation Depletion---$598,531
Information Technology---$582,703
Advertising---$481,405
Payroll Taxes---$457,006
Occupancy---$428,719
Pension Plan Contributions---$397,135
Fees for Services Other---$176,385
Fees for Services Management---$157,352
Conferences and Meetings---$127,241
Fees for Services Accounting---$109,944
Insurance---$108,122
Travel---$48,763
Grants to Domestic Individuals---$6,000
Fees for Services Legal---$45
Total Functional Expenses$0$0$0$22,916,235
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$391,764,502
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Expanded the field of membership with bylaws for merger.”

Form 990, Part VI, Section A, Line 6

“Members are individuals living or working in adams, brown, calumet, clark, fond du lac, marathon, outagamie, portage, shawano, taylor, trempealeau, waupaca, waushara, winnebago, and wood counties and the township of alma, jackson county; employees of the cp rail systems, copps company and corporation, delta dental plan of wisconsin, donaldson company, corporate express, herrschners, inc., napa distribution center, skyward, steel king industries, inc., sne corporation, sunrise medical, city of neenah, neenah joint school district, neenah water utility, any municipality who engages in providing services to the city of neenah, contracted to work for the city of neenah or neenah joint school district, and stockholders or patrons of the tomorrow valley co-op.”

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

“Board of directors is elected by members”

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

“The ceo and cfo review the 990. A copy is also provided to the board of directors at a subsequent board meeting.”

Form 990, Part VI, Section B, Line 12C

“The credit union has both a fraud and anti-bribery act policy in the handbook that employees are required to acknowledge each year that addreses preferential treatment, the acceptance of gifts from a third party to derive special favors, and unauthorized disclosure or manipulation of member account informaiton. All board members must sign a code of conduct agreement and conflict of interest statement and disclosure annually as part of the reorganizational meeting.”

Form 990, Part VI, Section B, Line 15

“Various sources of comparative data are used and ranges are determined for each position. These ranges are reviewed against industry standards each year and ajusted as necessary. The board reviews ceo annually and the ceo reviews performance of key employees annually.”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“Financial statements are available upon request and an annual report is printed for each year-end. Any other requests for information would be submitted to the president/ceo or board chairman”

Filing and Contact Details

Filer

Filer Name
Simplicity Credit Union
EIN
39-0860994
Phone
7153873702
Address
222 E UPHAM AVENUE, MARSHFIELD, WI 54449-0790

Signing Officer

Name
Nicholas Faber
Title
President/CEO
Phone
7153873702
Signed
2024-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicholas Faber
Formed
1949
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
150
Volunteers
9

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffrey Danen CPA
Phone
9203369850
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adoption of asc 326 -20,770.”

Financial Statement Notes

PART IV, LINE 2B:

“The credit union maintains escrow accounts associted with real estate mortgages (property taxes and insurance) for members.”

PART X, LINE 2:

“Gaap requires management to evaluate tax positions taken by the credit union and recognize a tax liability (or asset) if the credit union has taken an uncertain position that more likely than not would be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the credit union and has concluded that as of december 31, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The credit union is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The credit union will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred.”

Raw XML AppendixShowing 400 of 592 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/PersonNm0MARK PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm1HERB STEPHANI
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM MCCARTEN
IRS990/Form990PartVIISectionAGrp/PersonNm3SUE SHULFER
IRS990/Form990PartVIISectionAGrp/PersonNm4BOBBI BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5IILEE PEDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL HAUFFE
IRS990/Form990PartVIISectionAGrp/PersonNm7NICHOLAS FABER
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES NOWAK
IRS990/Form990PartVIISectionAGrp/PersonNm9KELLY KORTH
IRS990/Form990PartVIISectionAGrp/PersonNm10JASON BUCHINGER
IRS990/Form990PartVIISectionAGrp/PersonNm11JEN STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD SZABO
IRS990/Form990PartVIISectionAGrp/PersonNm13SANDY RUETH
IRS990/Form990PartVIISectionAGrp/PersonNm14BEN BAUER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1540
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5755
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7319889
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8189320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9187877
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10179457
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11112952
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12147354
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13123166
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14111606
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHEIF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF STRATEGIC OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10FINANCIAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF REVENUE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF INFORMATION TECHNOLO
IRS990/Form990PartVIISectionAGrp/TitleTxt13MORTGAGE LENDER
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR EXCLAMATION
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt026335
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0230000
IRS990/GrossReceiptsAmt026525317
IRS990/GrossRentsGrp/RealAmt016296
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0582703
IRS990/InsuranceGrp/TotalAmt0108122
IRS990/InterestGrp/TotalAmt03005402
IRS990/InventoriesForSaleOrUseGrp/BOYAmt024033
IRS990/InventoriesForSaleOrUseGrp/EOYAmt042167
IRS990/InvestmentIncomeGrp/ExclusionAmt04422979
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04422979
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt04639241
IRS990/InvestmentsProgramRelatedGrp/EOYAmt05314241
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046984861
IRS990/InvestmentsPubTradedSecGrp/EOYAmt044965192
IRS990/IRPDocumentCnt08139
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08944614
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08154514
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010025524
IRS990/LandBldgEquipCostOrOtherBssAmt018970138
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0203665
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A NONPROFIT MEMBER-OWNED THRIFT INSTITUTION ORGANIZED TO PROVIDE FINANCIAL SERVICES TO INDIVIDUALS. OPERATIONS ARE PRIMARILY RELATED TO HOLDING DEPOSIT FOR AND MAKING LOANS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt020000000
IRS990/NetAssetsOrFundBalancesBOYAmt038626314
IRS990/NetAssetsOrFundBalancesEOYAmt042357322
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt026335
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026335
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt016296
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016296
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0346361
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0428719
IRS990/OfficeExpensesGrp/TotalAmt01874354
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04945119
IRS990/OtherAssetsTotalGrp/EOYAmt04992223
IRS990/OtherChangesInNetAssetsAmt0-20770
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01779255
IRS990/OtherExpensesGrp/Desc0DIVIDENDS ON SHARES
IRS990/OtherExpensesGrp/Desc1DEBIT/CREDIT CARD EXPEN
IRS990/OtherExpensesGrp/Desc2PROVISION FOR CREDIT LO
IRS990/OtherExpensesGrp/Desc3LOAN ORIGINATION AND SE
IRS990/OtherExpensesGrp/TotalAmt03230339
IRS990/OtherExpensesGrp/TotalAmt1904301
IRS990/OtherExpensesGrp/TotalAmt2750000
IRS990/OtherExpensesGrp/TotalAmt3625945
IRS990/OtherLiabilitiesGrp/BOYAmt0372978599
IRS990/OtherLiabilitiesGrp/EOYAmt0391764502
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT SERVICES
IRS990/OtherRevenueMiscGrp/Desc1OTHER REV
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03522
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0102633
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13522
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0102633
IRS990/OtherRevenueTotalAmt0106155
IRS990/OtherSalariesAndWagesGrp/TotalAmt05505465
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0320648403
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0374075910
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0457006
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0397135
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0837176
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02741825
IRS990/PrincipalOfficerNm0NICHOLAS FABER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/BusinessCd4522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2INSURANCE COMMISSION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc3FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4OTHER OPERATING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016519659
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11890633
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21664127
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31331933
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4332913
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016519659
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11890633
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21664127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31342555
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4332913
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt010622
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt01956556
IRS990/PYOtherExpensesAmt09062775
IRS990/PYOtherRevenueAmt088182
IRS990/PYProgramServiceRevenueAmt017697664
IRS990/PYRevenuesLessExpensesAmt01996435
IRS990/PYSalariesCompEmpBnftPaidAmt08681192
IRS990/PYTotalExpensesAmt017745967
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019742402
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03405417
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt016296
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt038626314
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt042357322
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040930306
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013605107
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07530795
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03301394
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010832189
IRS990ScheduleD/EquipmentGrp/BookValueAmt01050145
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05334226
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06384371
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt01421454
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01421454
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023130
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0308994
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0332124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0391764502
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION MAINTAINS ESCROW ACCOUNTS ASSOCITED WITH REAL ESTATE MORTGAGES (PROPERTY TAXES AND INSURANCE) FOR MEMBERS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CREDIT UNION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CREDIT UNION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CREDIT UNION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CREDIT UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CREDIT UNION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010025524
IRS990ScheduleD/TotalLiabilityAmt0391764502
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$461,117,108
Liabilities
$418,759,786
Net assets
$42,357,322
Revenue
$26,321,652
Expenses
$22,916,235
Net income
$3,405,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$500$454$45.9$32.5$29.7$2.79
2023Detailed filing. Detailed filing data is available for this year.$461$419$42.4$26.3$22.9$3.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$432$394$38.6$19.7$17.7$2.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$425$386$38.8$17.6$15.7$1.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$337$303$33.7$16.5$14.5$2.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$276$244$31.5$15.6$13.4$2.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$248$219$28.9$13.9$11.2$2.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$240$214$26.4$12.0$9.80$2.18
2015Detailed filing. Detailed filing data is available for this year.$224$202$22.1$10.5$9.05$1.45
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$210$189$20.7$9.74$8.64$1.10
2013Detailed filing. Detailed filing data is available for this year.$204$185$19.2$9.26$8.75$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$175$19.4$8.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$180$161$18.5$8.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$171$153$18.2$8.63