Civic Intelligence

Taylor Credit Union

EIN 39-0931830 • 501(c)14 • Medford, WI

View Organization Page

Profile

Taylor credit union provides financial services to its members.

PO Box 427Medford, WI 54451

www.taylorcu.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.90x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

51st percentile

16.69x

Higher debt load relative to revenue than 51% of similar nonprofits.

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

Net Margin

62nd percentile

15%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

1.2%

Faster asset growth than 56% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Annualized from 2021 to 2024

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$81,964,361

Up $4,784,761 (+6.2%) from 2023

Liabilities

Up

$73,853,210

Up $4,102,392 (+5.9%) from 2023

Net Assets

Up

$8,111,151

Up $682,369 (+9.2%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin62nd percentile

Revenue

Up

$4,425,125

Up $606,408 (+16%) from 2023

Expenses

Up

$3,742,756

Up $413,140 (+12%) from 2023

Net Income

Up

$682,369

Up $193,268 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$100M$50M$0Assets 2010: $47,041,586Liabilities 2010: $41,317,333Net Assets 2010: $5,724,2532010Assets 2011: $46,373,801Liabilities 2011: $40,766,272Net Assets 2011: $5,607,5292011Assets 2012: $48,569,100Liabilities 2012: $42,900,754Net Assets 2012: $5,668,3462012Assets 2013: $49,597,887Liabilities 2013: $43,682,593Net Assets 2013: $5,915,2942013Assets 2014: $51,990,937Liabilities 2014: $46,088,131Net Assets 2014: $5,902,8062014Assets 2015: $55,672,131Liabilities 2015: $49,681,884Net Assets 2015: $5,990,2472015Assets 2016: $54,222,604Liabilities 2016: $48,018,159Net Assets 2016: $6,204,4452016Assets 2017: $54,896,427Liabilities 2017: $48,522,716Net Assets 2017: $6,373,7112017Assets 2018: $56,330,082Liabilities 2018: $49,780,053Net Assets 2018: $6,550,0292018Assets 2019: $60,068,361Liabilities 2019: $53,443,182Net Assets 2019: $6,625,1792019Assets 2020: $70,822,040Liabilities 2020: $64,172,306Net Assets 2020: $6,649,7342020Assets 2021: $79,148,121Liabilities 2021: $72,480,663Net Assets 2021: $6,667,4582021Assets 2022: $81,116,801Liabilities 2022: $74,085,126Net Assets 2022: $7,031,6752022Assets 2023: $77,179,600Liabilities 2023: $69,750,818Net Assets 2023: $7,428,7822023Assets 2024: $81,964,361Liabilities 2024: $73,853,210Net Assets 2024: $8,111,1512024

Highlighted filing

2024

Assets$81,964,361
Liabilities$73,853,210
Net Assets$8,111,151
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,717,3342010Expenses 2011: $2,484,1372011Expenses 2012: $2,200,8672012Revenue 2013: $2,525,839Expenses 2013: $2,278,891Net Income 2013: $246,9482013Revenue 2014: $2,190,882Expenses 2014: $2,203,370Net Income 2014: -$12,4882014Revenue 2015: $2,326,636Expenses 2015: $2,239,195Net Income 2015: $87,4412015Revenue 2016: $2,484,489Expenses 2016: $2,270,290Net Income 2016: $214,1992016Revenue 2017: $2,462,209Expenses 2017: $2,292,943Net Income 2017: $169,2662017Revenue 2018: $2,572,694Expenses 2018: $2,396,376Net Income 2018: $176,3182018Revenue 2019: $2,746,348Expenses 2019: $2,671,198Net Income 2019: $75,1502019Revenue 2020: $2,682,301Expenses 2020: $2,657,746Net Income 2020: $24,5552020Revenue 2021: $2,630,445Expenses 2021: $2,612,721Net Income 2021: $17,7242021Revenue 2022: $3,119,541Expenses 2022: $2,755,324Net Income 2022: $364,2172022Revenue 2023: $3,818,717Expenses 2023: $3,329,616Net Income 2023: $489,1012023Revenue 2024: $4,425,125Expenses 2024: $3,742,756Net Income 2024: $682,3692024

Highlighted filing

2024

Revenue$4,425,125
Expenses$3,742,756
Net Income$682,369
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$81,964,361
Liabilities
$73,853,210
Net assets
$8,111,151
Revenue
$4,425,125
Expenses
$3,742,756
Net income
$682,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$82.0$73.9$8.11$4.43$3.74$0.68
2023Detailed filing. Detailed filing data is available for this year.$77.2$69.8$7.43$3.82$3.33$0.49
2022Detailed filing. Detailed filing data is available for this year.$81.1$74.1$7.03$3.12$2.76$0.36
2021Detailed filing. Detailed filing data is available for this year.$79.1$72.5$6.67$2.63$2.61$0.02
2020Detailed filing. Detailed filing data is available for this year.$70.8$64.2$6.65$2.68$2.66$0.02
2019Detailed filing. Detailed filing data is available for this year.$60.1$53.4$6.63$2.75$2.67$0.08
2018Detailed filing. Detailed filing data is available for this year.$56.3$49.8$6.55$2.57$2.40$0.18
2017Detailed filing. Detailed filing data is available for this year.$54.9$48.5$6.37$2.46$2.29$0.17
2016Detailed filing. Detailed filing data is available for this year.$54.2$48.0$6.20$2.48$2.27$0.21
2015Detailed filing. Detailed filing data is available for this year.$55.7$49.7$5.99$2.33$2.24$0.09
2014Detailed filing. Detailed filing data is available for this year.$52.0$46.1$5.90$2.19$2.20$0.01
2013Detailed filing. Detailed filing data is available for this year.$49.6$43.7$5.92$2.53$2.28$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.6$42.9$5.67$2.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.4$40.8$5.61$2.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.0$41.3$5.72$2.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.0
Gross Receipts
$4,440,913
Mission and Program Overview

Mission

Taylor credit union exists to be the primary financial service provider of its members. We will continually set our priorities to meet the present and future financial needs of our members in a financially sound manner.

Passionate to see you succeed through your lifes journey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$50,005,205$48,978,699▼ $1,026,506
Investments Program Related$9,571,627$14,442,827▲ $4,871,200
Savings and Temporary Cash Investments$12,148,801$13,063,263▲ $914,462
Rtn Earn Endowment Incm Other Fnds$7,428,782$8,111,151▲ $682,369
Land, Buildings, and Equipment, Net$2,670,379$2,584,090▼ $86,289
Cash and Non-Interest-Bearing Accounts$1,654,827$1,695,865▲ $41,038
Prepaid Expenses and Deferred Charges$259,380$234,910▼ $24,470
Total Assets$77,179,600$81,964,361▲ $4,784,761
Other Assets Total$869,381$964,707▲ $95,326
Liabilities
Other Liabilities$68,472,245$73,153,038▲ $4,680,793
Accounts Payable and Accrued Expenses$1,119,875$512,763▼ $607,112
Escrow Account Liability$158,698$187,409▲ $28,711
Total Liabilities$69,750,818$73,853,210▲ $4,102,392
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,428,782$8,111,151▲ $682,369
Total Liabilities and Net Assets / Fund Balance$77,179,600$81,964,361▲ $4,784,761

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,788,135$1,896,495$3,684,630
Equipment$333,408$1,182,129$1,515,537
Land$462,547-$462,547
Investment Program Related Org$67,782--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel KrausePresident/ceFT$119,288$47,860$167,148
Daniel KrausePresident/CEO-$116,519$50,629$167,148
Marie KoernerSecretary/tr-$1,970-$1,970
Mike HandelChair-$1,840-$1,840
Brenda SmolaDirector-$1,250-$1,250
Vicki AhlesVice Chair-$1,220-$1,220
Gary KohnDirector-$1,090-$1,090
Cathy ClementDirector-$940-$940
Dwayne ParkinsonDirector-$895-$895

Highest Paid Contractors

ContractorServicesLocationCompensation
ShazamDebit Card Proc6700 PIONEER PARKWAY, Johnston, IA 50131$288,096
Computer Marketing CorpCore Processor8520 S SANDY PARKWAY, Sandy, UT 84070$113,854
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,509,724
Investment Income
$907,216
Other Revenue
$8,185
Change in Net Assets
$682,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,223,194
Salaries, Compensation, and Employee Benefits$1,517,562
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$969,639
Other Employee Benefits---$298,853
Office Expenses---$244,731
Depreciation Depletion---$231,532
Information Technology---$219,267
Occupancy---$141,863
Current Officers, Directors, Trustees, and Key Employees---$128,493
Payroll Taxes---$78,291
Advertising---$74,315
Fees for Services Other---$61,468
Other Expenses---$52,171
Insurance---$44,017
Pension Plan Contributions---$42,286
Conferences and Meetings---$32,851
Fees for Services Accounting---$12,833
Fees for Services Legal---$6,649
Grants to Domestic Individuals---$1,500
Grants to Domestic Orgs---$500
Total Functional Expenses$0$0$0$3,742,756
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
Member Shares & Deposits$73,339,659
Allowance Off Bal Sht Credit Losses$788
Escrow Accts to Line 21 Bal Sht$-187,409
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 cpa who completes the return. Management reviews the return for accuracy, and then authorizes cpa to e-file the approved return. Management reviews the return with the directors at the next board meeting.”

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

“The conflict of interest policy is reviewed and signed annually by board members, management, and employees.”

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

“Ceo review is done by a committee of board members. Compensation is formally approved by the board and noted in the minutes. Cuna salary survey is referenced when determining ceo compensation.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and conflict of interest policy are available upon request. Financial statements are posted in the lobby of the credit union.”

Filing and Contact Details

Filer

Filer Name
Taylor Credit Union
EIN
39-0931830
Phone
7157482447
Address
PO BOX 427, MEDFORD, WI 54451

Signing Officer

Name
Daniel Krause
Title
President/CEO
Phone
7157482447
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Krause
Formed
1951
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
29
Volunteers
7

Preparer

Firm
Brent Wookey CPA
Address
PO BOX 1512, LA CROSSE, WI 54602-1512
Preparer
Brent Wookey CPA
Phone
6087920843
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The credit union holds funds in escrow accounts for property taxes and homeowners insurance related to mortgage loans.”

Raw XML AppendixShowing 400 of 408 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/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 30,345 NEW LOANS DURING 2024. AS OF 12/31/24 WE HAD 85,780 OUTSTANDING LOANS RECEIVABLE.
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS WITH MATURITY > 1 YEAR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1CORPORATE CU CAPITAL ACCOUNTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2RBL REVOLVING LOAN FACILITY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3WISCUB STOCK
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES & DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ALLOWANCE OFF BAL SHT CREDIT LOSSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ESCROW ACCTS TO LINE 21 BAL SHT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HOLDS FUNDS IN ESCROW ACCOUNTS FOR PROPERTY TAXES AND HOMEOWNERS INSURANCE RELATED TO MORTGAGE LOANS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIEL KRAUSE
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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 CPA WHO COMPLETES THE RETURN. MANAGEMENT REVIEWS THE RETURN FOR ACCURACY, AND THEN AUTHORIZES CPA TO E-FILE THE APPROVED RETURN. MANAGEMENT REVIEWS THE RETURN WITH THE DIRECTORS AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY BOARD MEMBERS, MANAGEMENT, AND EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CEO REVIEW IS DONE BY A COMMITTEE OF BOARD MEMBERS. COMPENSATION IS FORMALLY APPROVED BY THE BOARD AND NOTED IN THE MINUTES. CUNA SALARY SURVEY IS REFERENCED WHEN DETERMINING CEO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY OF THE CREDIT UNION.
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL KRAUSE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
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