Civic Intelligence

Unknown Organization

990 • Fiscal year 2013 • EIN 39-0957236

Jan 01, 2013 to Nov 30, 2013 • Filed on May 28, 2014

Organization ProfileN/A
PO Box 148754912-1487

(920) 830-7220

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-83%

Higher net margin than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$44,055

Higher top officer pay than 92% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2013 filings • <$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

Net Assets

Down

$0

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

Liabilities

Down

$0

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

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th 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.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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 across loaded years, with this 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
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 Pay92nd 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7President former
IRS990/Form990PartVIISectionAGrp/TitleTxt8ManagerCEO Post Merger
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0396264347
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501c14
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Net Book Value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0Community First Credit Union
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine10PO BOX 1487
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode0549121487
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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
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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.

Filings

Displayed 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