Civic Intelligence

Unknown Organization

EIN 39-0957236 • 501(c)14

Profile

A Cooperative, nonprofit corporation, incorporated under Wisconsin State Law to encourage thrift among its members, create a source of credit at fair and reasonable cost, and provide an opportunity for its members to improve the economic and social condition

PO Box 148754912-1487

n/A

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 2013

Liabilities / Revenue

96th percentile

0.00x

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

501(c)14 • <$500k nonprofits • Source year 2013

Net Margin

45th percentile

-83%

Higher net margin than 45% of similar nonprofits.

501(c)14 • <$500k nonprofits • Source year 2013

Top Officer Pay

69th percentile

$44,055

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

501(c)14 • <$500k nonprofits • Source year 2013

Asset Growth

95th percentile

-100%

Faster asset growth than 95% of similar nonprofits.

501(c)14 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $16,826,890 (-100%) from 2012

Liabilities

Down

$0

Down $15,094,737 (-100%) from 2012

Net Assets

Down

$0

Down $1,732,153 (-100%) from 2012

Operations
Liabilities / Revenue96th percentileNet Margin45th percentile

Revenue

$378,250

No earlier filing loaded for comparison.

Expenses

Up

$693,246

Up $274,288 (+65%) from 2012

Net Income

-$314,996

No earlier filing loaded for comparison.

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: $14,726,617Liabilities 2010: $13,064,032Net Assets 2010: $1,662,5852010Assets 2011: $15,007,100Liabilities 2011: $13,300,068Net Assets 2011: $1,707,0322011Assets 2012: $16,826,890Liabilities 2012: $15,094,737Net Assets 2012: $1,732,1532012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $487,5292010Expenses 2011: $430,3222011Expenses 2012: $418,9582012Revenue 2013: $378,250Expenses 2013: $693,246Net Income 2013: -$314,9962013

Highlighted filing

2013

Revenue$378,250
Expenses$693,246
Net Income-$314,996
Open 2013 Filing

Filings

Most recent year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$378,250
Expenses
$693,246
Net income
-$314,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.38$0.69$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$15.1$1.73$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$13.3$1.71$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$13.1$1.66$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Nov 30, 2013
Signed
May 28, 2014
Return Version
2013v3.1
Gross Receipts
$378,250
Mission and Program Overview

Mission

A Cooperative, nonprofit corporation, incorporated under Wisconsin State Law to encourage thrift among its members, create a source of credit at fair and reasonable cost, and provide an opportunity for its members to improve the economic and social condition

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$11,045,539--
Other Notes and Loans Receivable, Net$5,430,346--
Rtn Earn Endowment Incm Other Fnds$1,732,153--
Land, Buildings, and Equipment, Net$116,443--
Prepaid Expenses and Deferred Charges$76,416--
Cash and Non-Interest-Bearing Accounts$35,561--
Total Assets$16,826,890$0▼ $16,826,890
Other Assets Total$122,585--
Liabilities
Other Liabilities$15,070,880--
Accounts Payable and Accrued Expenses$23,857--
Total Liabilities$15,094,737$0▼ $15,094,737
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,732,153$0▼ $1,732,153
Total Liabilities and Net Assets / Fund Balance$16,826,890$0▼ $16,826,890
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark JessePresident formerFT$44,055$44,055

Board Members and Trustees

NameTitle
Frank HaffnerChair
Harvey WalbrunVice Chair
Judy BishopDirector
Larry BuckDirector
Tom StoffelDirector
Catherine J TierneyManagerCEO Post Merger
James KnechtSecretary
Roger VoightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$271,764
Investment Income
$105,653
Other Revenue
$833
Change in Net Assets
$-314,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$568,699
Salaries, Compensation, and Employee Benefits$124,547
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses---$136,073
Other Expenses-$69,384-$69,384
Other Salaries and Wages---$60,154
Current Officers, Directors, Trustees, and Key Employees---$44,055
Other Employee Benefits---$20,338
Insurance---$18,545
Occupancy---$14,867
Payments to Affiliates---$11,096
Fees for Services Management---$8,750
Fees for Services Legal---$8,617
Depreciation Depletion---$8,113
All Other Expenses---$7,658
Fees for Services Accounting---$5,800
Advertising---$4,910
Conferences and Meetings---$1,770
Total Functional Expenses$0$0$0$693,246
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“The managment duties were delegated to Community First Credit Union.”

Members or stockholder classes and rights Part VI line 6

“The 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).”

Member election for additional members Part VI line 7A

“The Board of Directors is elected by the membership utilizing their one vote per member”

Governing body decisions Part VI line 7B

“Each member has one vote to utilize in ratifying significant decisions beyond the authority of the Board as outlined in the organizations 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).”

Form 990 governing body review Part VI line 11

“Prepared by WCUL service, reviewed by VP Finance, CFO and CEO.”

Conflict of interest policy compliance Part VI line 12C

“It is reviewed and completed annually by BOD and management. Forms are completed and retained.”

CEO executive director top management comp Part VI line 15A

“The Board of Directors review compensation annually.”

Governing documents etc available to public Part VI line 19

“The President/CEO of Community Firest Credit Union, managing entity, is available for member/public questions and will provide copies of governing documents as necessary. Financial statements are reviewed by the board of directors monthly.”

Filing and Contact Details

Filer

EIN
39-0957236

Signing Officer

Name
Catherine J Tierney
Title
ManagerCEOPri
Phone
9208307220
Signed
2014-05-28
Discuss with paid preparer
No

Organization Details

Principal Officer
Catherine J Tierney
Formed
1953
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
7

Preparer

Preparer
Cari Thompson
Phone
2625490200
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

“Completed a merger effective 12/1/13 with Community First Credit Union.”

Explanation of other changes in net assets or fund balances Part XI line 9

“Net Asset Balance at the time of merger. All Net Assets were transferred to Community First Credit Union as part of merger.”

Raw XML Appendix366 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023857
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A Cooperative, nonprofit corporation, incorporated under Wisconsin State Law to encourage thrift among its members, create a source of credit at fair and reasonable cost, and provide an opportunity for its members to improve the economic and social condition
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt04910
IRS990/AllOtherExpensesGrp/TotalAmt07658
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Catherine J Tierney
IRS990/BooksInCareOfDetail/PhoneNum09208307220
IRS990/BooksInCareOfDetail/USAddress/AddressLine102626 S Oneida St
IRS990/BooksInCareOfDetail/USAddress/City0Appleton
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode054915
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035561
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt044055
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt01770
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0105653
IRS990/CYOtherExpensesAmt0568699
IRS990/CYOtherRevenueAmt0833
IRS990/CYProgramServiceRevenueAmt0271764
IRS990/CYRevenuesLessExpensesAmt0-314996
IRS990/CYSalariesCompEmpBnftPaidAmt0124547
IRS990/CYTotalExpensesAmt0693246
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0378250
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt08113
IRS990/Desc0We have deposit, transaction, and investment accounts with 1377 members at 11/30/13.During 2013, we opened 251 new deposit, transaction and investment accounts.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt05800
IRS990/FeesForServicesLegalGrp/TotalAmt08617
IRS990/FeesForServicesManagementGrp/TotalAmt08750
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Judy Bishop
IRS990/Form990PartVIISectionAGrp/PersonNm1Larry Buck
IRS990/Form990PartVIISectionAGrp/PersonNm2Frank Haffner
IRS990/Form990PartVIISectionAGrp/PersonNm3James Knecht
IRS990/Form990PartVIISectionAGrp/PersonNm4Tom Stoffel
IRS990/Form990PartVIISectionAGrp/PersonNm5Roger Voight
IRS990/Form990PartVIISectionAGrp/PersonNm6Harvey Walbrun
IRS990/Form990PartVIISectionAGrp/PersonNm7Mark Jesse
IRS990/Form990PartVIISectionAGrp/PersonNm8Catherine J Tierney
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt744055
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7President former
IRS990/Form990PartVIISectionAGrp/TitleTxt8ManagerCEO Post Merger
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0378250
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt018545
IRS990/InvestmentIncomeGrp/ExclusionAmt0105653
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105653
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0116443
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0A Cooperative, nonprofit corporation, incorporated under Wisconsin State Law to encourage thrift among its members, create a source of credit at fair and reasonable cost, and provide an opportunity for its members to improve the economic and social condition
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01732153
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt014867
IRS990/OfficeExpensesGrp/TotalAmt0136073
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0122585
IRS990/OtherChangesInNetAssetsAmt0-1417157
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020338
IRS990/OtherExpensesGrp/Desc0Member AccountCard Costs
IRS990/OtherExpensesGrp/Desc1Loan Servcing Expense
IRS990/OtherExpensesGrp/Desc2Provision for Loan Loss
IRS990/OtherExpensesGrp/Desc3Dividends to Members
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054706
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16754
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2211656
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt369384
IRS990/OtherExpensesGrp/TotalAmt054706
IRS990/OtherExpensesGrp/TotalAmt16754
IRS990/OtherExpensesGrp/TotalAmt2211656
IRS990/OtherExpensesGrp/TotalAmt369384
IRS990/OtherLiabilitiesGrp/BOYAmt015070880
IRS990/OtherSalariesAndWagesGrp/TotalAmt060154
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05430346
IRS990/PartialLiquidationInd0true
IRS990/PaymentsToAffiliatesGrp/TotalAmt011096
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt076416
IRS990/PrincipalOfficerNm0Catherine J Tierney
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0Interest on Loans
IRS990/ProgramServiceRevenueGrp/Desc1Member AccountCard Fee
IRS990/ProgramServiceRevenueGrp/Desc2Other Member Fee Inc
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0215988
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt237576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0215988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt237576
IRS990/ProgSrvcAccomActy2Grp/Desc0We funded 289 loans during 2013. As of 11/30/13, we had 65 mortgages/home equity and 356 consumer loans.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0130211
IRS990/PYOtherExpensesAmt0277247
IRS990/PYProgramServiceRevenueAmt0313868
IRS990/PYRevenuesLessExpensesAmt025121
IRS990/PYSalariesCompEmpBnftPaidAmt0141711
IRS990/PYTotalExpensesAmt0418958
IRS990/PYTotalRevenueAmt0444079
IRS990/ReconcilationRevenueExpnssAmt0-314996
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0833
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0833
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01732153
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011045539
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0All Assets & Liabilities of the CU at merger date
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02013-12-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0396264347
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt01417157
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501c14
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Net Book Value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0Community First Credit Union
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine10PO BOX 1487
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City0Appleton
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State0WI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode0549121487
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The managment duties were delegated to Community First Credit Union.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/SupplementalInformationDetail/ExplanationTxt2The Board of Directors is elected by the membership utilizing their one vote per member
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each member has one vote to utilize in ratifying significant decisions beyond the authority of the Board as outlined in the organizations 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/SupplementalInformationDetail/ExplanationTxt4Prepared by WCUL service, reviewed by VP Finance, CFO and CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5It is reviewed and completed annually by BOD and management. Forms are completed and retained.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Board of Directors review compensation annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The President/CEO of Community Firest Credit Union, managing entity, is available for member/public questions and will provide copies of governing documents as necessary. Financial statements are reviewed by the board of directors monthly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Completed a merger effective 12/1/13 with Community First Credit Union.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Net Asset Balance at the time of merger. All Net Assets were transferred to Community First Credit Union as part of merger.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Cessation of or significant change to any program service Part III line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt016826890
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt016826890
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0693246
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015094737
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt015094737
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01732153
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0271764
IRS990/TotalReportableCompFromOrgAmt044055
IRS990/TotalRevenueGrp/ExclusionAmt0106486
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0271764
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0378250
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016826890
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Catherine J Tierney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ManagerCEOPri
ReturnHeader/BusinessOfficerGrp/PhoneNum09208307220
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10Menasha Employees Credit Union
ReturnHeader/Filer/BusinessNameControlTxt0MENA
ReturnHeader/Filer/EIN0390957236
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1487
ReturnHeader/Filer/USAddress/City0Appleton
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0549121487
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391127312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WCUL Services Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10N25W23131 Paul Rd Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Pewaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053072
ReturnHeader/PreparerPersonGrp/PhoneNum02625490200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cari Thompson
ReturnHeader/ReturnTs02014-07-15T08:15:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-11-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.