Civic Intelligence

Fond Du Lac Credit Union

990 • Fiscal year 2017 • EIN 39-0936240

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

Organization ProfileWWW.FDLCU.COM

View Organization Page

91 North Pioneer Rd PO Box 1005Fond Du Lac, WI 54936

(920) 322-3241

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.90x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

20.55x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Net Margin

36th percentile

6.6%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$92,364

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2017

Asset Growth

39th percentile

2.1%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

2.5%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$60,631,622

Up $1,254,072 (+2.1%) from 2016

Net Assets

Up

$5,773,971

Up $175,680 (+3.1%) from 2016

Liabilities

Up

$54,857,651

Up $1,078,392 (+2.0%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin36th percentile

Revenue

Up

$2,670,034

Up $64,292 (+2.5%) from 2016

Expenses

Up

$2,494,354

Up $186,818 (+8.1%) from 2016

Net Income

Down

$175,680

Down $122,526 (-41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$100M$50M$0Assets 2010: $43,582,927Liabilities 2010: $39,367,656Net Assets 2010: $4,215,2712010Assets 2011: $47,780,530Liabilities 2011: $43,460,732Net Assets 2011: $4,319,7982011Assets 2012: $50,479,175Liabilities 2012: $45,937,339Net Assets 2012: $4,541,8362012Assets 2013: $51,288,353Liabilities 2013: $46,597,433Net Assets 2013: $4,690,9202013Assets 2014: $53,432,034Liabilities 2014: $48,429,502Net Assets 2014: $5,002,5322014Assets 2015: $57,534,575Liabilities 2015: $52,234,490Net Assets 2015: $5,300,0852015Assets 2016: $59,377,550Liabilities 2016: $53,779,259Net Assets 2016: $5,598,2912016Assets 2017: $60,631,622Liabilities 2017: $54,857,651Net Assets 2017: $5,773,9712017Assets 2018: $61,930,715Liabilities 2018: $55,591,866Net Assets 2018: $6,338,8492018Assets 2019: $66,291,166Liabilities 2019: $59,429,051Net Assets 2019: $6,862,1152019Assets 2020: $75,390,419Liabilities 2020: $68,129,063Net Assets 2020: $7,261,3562020Assets 2021: $82,804,082Liabilities 2021: $75,147,433Net Assets 2021: $7,656,6492021Assets 2022: $81,252,894Liabilities 2022: $73,150,775Net Assets 2022: $8,102,1192022Assets 2023: $79,277,111Liabilities 2023: $70,353,483Net Assets 2023: $8,923,6282023Assets 2024: $80,513,279Liabilities 2024: $70,699,753Net Assets 2024: $9,813,5262024

Highlighted filing

2017

Assets$60,631,622
Liabilities$54,857,651
Net Assets$5,773,971
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $2,122,9402010Expenses 2011: $2,244,2212011Expenses 2012: $2,242,5052012Revenue 2013: $2,516,725Expenses 2013: $2,367,641Net Income 2013: $149,0842013Revenue 2014: $2,563,430Expenses 2014: $2,344,141Net Income 2014: $219,2892014Revenue 2015: $2,584,887Expenses 2015: $2,287,334Net Income 2015: $297,5532015Revenue 2016: $2,605,742Expenses 2016: $2,307,536Net Income 2016: $298,2062016Revenue 2017: $2,670,034Expenses 2017: $2,494,354Net Income 2017: $175,6802017Revenue 2018: $2,906,082Expenses 2018: $2,341,204Net Income 2018: $564,8782018Revenue 2019: $3,139,833Expenses 2019: $2,616,567Net Income 2019: $523,2662019Revenue 2020: $2,721,182Expenses 2020: $2,321,941Net Income 2020: $399,2412020Revenue 2021: $2,490,008Expenses 2021: $2,094,715Net Income 2021: $395,2932021Revenue 2022: $2,717,548Expenses 2022: $2,272,078Net Income 2022: $445,4702022Revenue 2023: $3,591,838Expenses 2023: $2,785,611Net Income 2023: $806,2272023Revenue 2024: $4,157,704Expenses 2024: $3,267,806Net Income 2024: $889,8982024

Highlighted filing

2017

Revenue$2,670,034
Expenses$2,494,354
Net Income$175,680
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.3
Gross Receipts
$2,730,310
Mission and Program Overview

Mission

Fond du Lac Credit Union opens doors by providing financial solutions to enhance members' quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$45,969,987$47,569,429▲ $1,599,442
Savings and Temporary Cash Investments$9,259,087$7,668,662▼ $1,590,425
Rtn Earn Endowment Incm Other Fnds$5,598,291$5,773,971▲ $175,680
Investments Program Related$956,075$2,190,239▲ $1,234,164
Land, Buildings, and Equipment, Net$1,977,029$1,863,840▼ $113,189
Cash and Non-Interest-Bearing Accounts$1,039,404$608,987▼ $430,417
Prepaid Expenses and Deferred Charges$342,840$206,410▼ $136,430
Accounts Receivable$-260,732$-204,114▲ $56,618
Total Assets$59,377,550$60,631,622▲ $1,254,072
Other Assets Total$93,860$728,169▲ $634,309
Liabilities
Other Liabilities$53,730,156$54,752,949▲ $1,022,793
Accounts Payable and Accrued Expenses$49,103$95,551▲ $46,448
Escrow Account Liability-$9,151-
Total Liabilities$53,779,259$54,857,651▲ $1,078,392
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,598,291$5,773,971▲ $175,680
Total Liabilities and Net Assets / Fund Balance$59,377,550$60,631,622▲ $1,254,072

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,430,234$354,461$1,784,695
Equipment$183,606$512,827$696,433
Land$250,000-$250,000
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott RoeschPresident /FT$89,585$2,779$92,364
Megan GysbersDirector AccFT$50,613$9,479$60,092
Bernadette BonlanderSecretary--$17$17
Jeremy Van DeraaTreasurer--$17$17
Marty SchibbelhutVice Chair--$17$17
Mike SweneyChair--$17$17
Amy ColleettDirector--$17$17
Hannah SmetDirector--$17$17
Mike VandebertDirector--$17$17

Board Members and Trustees

NameTitle
Jim PollardDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
ShazamDebit Card Proc6700 PIONEER PARKWAY, Johnston, IA 50131$132,320
PscuCredit Crd Proc560 CARILLON PARKWAY, St Petersburg, FL 33716$107,111
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,537,842
Investment Income
$126,317
Other Revenue
$5,875
Change in Net Assets
$175,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,663,352
Salaries, Compensation, and Employee Benefits$826,140
Grants and Similar Amounts Paid$4,862
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$511,889
Office Expenses---$420,814
Current Officers, Directors, Trustees, and Key Employees---$140,198
Information Technology---$117,172
Depreciation Depletion---$116,094
Other Employee Benefits---$112,616
Other Expenses---$106,449
Advertising---$102,900
Occupancy---$84,579
Payroll Taxes---$49,397
Insurance---$27,855
Fees for Services Other---$13,309
Pension Plan Contributions---$12,040
Conferences and Meetings---$11,960
Travel---$4,560
Grants to Domestic Orgs---$4,362
Grants to Domestic Individuals---$500
Total Functional Expenses$0$0$0$2,494,354
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$54,762,100
Escrow Accounts to Line 21 Bal Sheet$-9,151
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 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
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 data to independent cpa who completes the return. Management reviews the return for accuarcy and then authorizes the prepare to e-file the approved return. The approved return is then provided to the board of directors.”

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

“Annually, every director and employee is required to sign the conflict of interest policy, and state if a conflict exists. New employees sign the policy with their new employee paperwork.”

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

“The president is reviewed by the board of directors who determine his compensation using comparative salary survey data. The board approves salaries as part of the annual budget approval.”

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

“Management reviews all employees other than the president and determines their compensation using comparative salary survey data. The board approves salaries as part of the annual budget approval.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and policies are available upon request. Financial statements are provided at the annual meeting, and are posted in the lobby each month.”

Filing and Contact Details

Filer

Filer Name
Fond Du Lac Credit Union
EIN
39-0936240
Phone
9203223241
Address
91 NORTH PIONEER RD PO BOX 1005, FOND DU LAC, WI 54936

Signing Officer

Name
Scott Roesch
Title
President / Director
Phone
9203223241
Signed
2018-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Roesch
Formed
1954
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
6
Employees
24
Volunteers
8

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 405 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/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt093860
IRS990/OtherAssetsTotalGrp/EOYAmt0728169
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0112616
IRS990/OtherExpensesGrp/Desc0DEBIT/CREDIT CARD EXPENSE
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2INDIRECT LOANS EXPENSE
IRS990/OtherExpensesGrp/Desc3DIVIDENDS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0333342
IRS990/OtherExpensesGrp/TotalAmt1214145
IRS990/OtherExpensesGrp/TotalAmt2110173
IRS990/OtherExpensesGrp/TotalAmt3106449
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt045969987
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IRS990/PensionPlanContributionsGrp/TotalAmt012040
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0342840
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0206410
IRS990/PrincipalOfficerNm0SCOTT ROESCH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
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IRS990/ProgramServiceRevenueGrp/BusinessCd3522130
IRS990/ProgramServiceRevenueGrp/BusinessCd4524298
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER MEMBER RELATED INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MEMBER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3NON-MEMBER CHECK CASHING FEES
IRS990/ProgramServiceRevenueGrp/Desc4MECH BREAKDWN INSUR REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01731073
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1544544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2253973
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01731073
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1544544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2253973
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32823
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41863
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02823
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt11863
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 792 NEW LOANS TO OUR MEMBERS DURING 2017. AS OF 12/31/17 WE HAD 4,035 LOANS TO OUR MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0114223
IRS990/PYOtherExpensesAmt01489388
IRS990/PYOtherRevenueAmt05740
IRS990/PYProgramServiceRevenueAmt02485779
IRS990/PYRevenuesLessExpensesAmt0298206
IRS990/PYSalariesCompEmpBnftPaidAmt0818148
IRS990/PYTotalExpensesAmt02307536
IRS990/PYTotalRevenueAmt02605742
IRS990/ReconcilationRevenueExpnssAmt0175680
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt05875
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt05875
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05598291
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05773971
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09259087
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07668662
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01430234
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0354461
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01784695
IRS990ScheduleD/EquipmentGrp/BookValueAmt0183606
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0512827
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0696433
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0250000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054762100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-9151
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES & DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESCROW ACCOUNTS TO LINE 21 BAL SHEET
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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01863840
IRS990ScheduleD/TotalLiabilityAmt054752949
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 DATA TO INDEPENDENT CPA WHO COMPLETES THE RETURN. MANAGEMENT REVIEWS THE RETURN FOR ACCUARCY AND THEN AUTHORIZES THE PREPARE TO E-FILE THE APPROVED RETURN. THE APPROVED RETURN IS THEN PROVIDED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY, EVERY DIRECTOR AND EMPLOYEE IS REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY, AND STATE IF A CONFLICT EXISTS. NEW EMPLOYEES SIGN THE POLICY WITH THEIR NEW EMPLOYEE PAPERWORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PRESIDENT IS REVIEWED BY THE BOARD OF DIRECTORS WHO DETERMINE HIS COMPENSATION USING COMPARATIVE SALARY SURVEY DATA. THE BOARD APPROVES SALARIES AS PART OF THE ANNUAL BUDGET APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MANAGEMENT REVIEWS ALL EMPLOYEES OTHER THAN THE PRESIDENT AND DETERMINES THEIR COMPENSATION USING COMPARATIVE SALARY SURVEY DATA. THE BOARD APPROVES SALARIES AS PART OF THE ANNUAL BUDGET APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE PROVIDED AT THE ANNUAL MEETING, AND ARE POSTED IN THE LOBBY EACH MONTH.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02494354
IRS990/TotalGrossUBIAmt08252
IRS990/TotalLiabilitiesBOYAmt053779259
IRS990/TotalLiabilitiesEOYAmt054857651
IRS990/TotalLiabilitiesGrp/BOYAmt053779259
IRS990/TotalLiabilitiesGrp/EOYAmt054857651
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05598291
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05773971
IRS990/TotalOtherCompensationAmt012377
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt03566
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt03566
IRS990/TotalProgramServiceRevenueAmt02537842
IRS990/TotalReportableCompFromOrgAmt0140198
IRS990/TotalRevenueGrp/ExclusionAmt0133968
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02527814
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02670034
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt08252
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt059377550
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060631622
IRS990/TravelGrp/TotalAmt04560
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt091 NORTH PIONEER RD PO BOX 1005
IRS990/USAddress/CityNm0FOND DU LAC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054936
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.FDLCU.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT ROESCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT / DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09203223241
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOND DU LAC CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0FOND
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ReturnHeader/Filer/PhoneNum09203223241
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.88.144.85
ReturnHeader/FilingSecurityInformation/IPDt02018-04-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:18:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461605712
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRENT WOOKEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1512
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA CROSSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0546021512
ReturnHeader/PreparerPersonGrp/PhoneNum06087920843
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT WOOKEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,631,622
Liabilities
$54,857,651
Net assets
$5,773,971
Revenue
$2,670,034
Expenses
$2,494,354
Net income
$175,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.5$70.7$9.81$4.16$3.27$0.89
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.3$70.4$8.92$3.59$2.79$0.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.3$73.2$8.10$2.72$2.27$0.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.8$75.1$7.66$2.49$2.09$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.4$68.1$7.26$2.72$2.32$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.3$59.4$6.86$3.14$2.62$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.9$55.6$6.34$2.91$2.34$0.56
2017Detailed filing. Detailed filing data is available for this year.$60.6$54.9$5.77$2.67$2.49$0.18
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.4$53.8$5.60$2.61$2.31$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.5$52.2$5.30$2.58$2.29$0.30
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.4$48.4$5.00$2.56$2.34$0.22
2013Detailed filing. Detailed filing data is available for this year.$51.3$46.6$4.69$2.52$2.37$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$45.9$4.54$2.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.8$43.5$4.32$2.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.6$39.4$4.22$2.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)14 • $50M-$100M nonprofits