Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
990 • Fiscal year 2017 • EIN 39-0957477
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
Liabilities / Revenue
33rd percentile
Higher debt load relative to revenue than 33% of similar nonprofits.
Net Margin
91st percentile
Higher net margin than 91% of similar nonprofits.
Top Officer Pay
64th percentile
Higher top officer pay than 64% of similar nonprofits.
Top officer pay equals 6.1% of source-year revenue.
Asset Growth
87th percentile
Faster asset growth than 87% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Assets
Up$37,133,172
Up $2,731,883 (+7.9%) from 2016
Net Assets
Up$4,716,642
Up $404,745 (+9.4%) from 2016
Liabilities
Up$32,416,530
Up $2,327,138 (+7.7%) from 2016
Revenue
Up$1,839,327
Up $106,945 (+6.2%) from 2016
Expenses
Up$1,434,582
Up $13,578 (+1.0%) from 2016
Net Income
Up$404,745
Up $93,367 (+30%) from 2016
Inspiring our members to achieve their dreams by delivering innovative and sustainable financial solutions with amazing service.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $27,936,746 | $30,193,557 | ▲ $2,256,811 |
| Savings and Temporary Cash Investments | $4,368,192 | $4,939,932 | ▲ $571,740 |
| Rtn Earn Endowment Incm Other Fnds | $4,311,897 | $4,716,642 | ▲ $404,745 |
| Land, Buildings, and Equipment, Net | $1,246,698 | $1,209,052 | ▼ $37,646 |
| Investments Program Related | $579,363 | $587,077 | ▲ $7,714 |
| Cash and Non-Interest-Bearing Accounts | $152,808 | $50,288 | ▼ $102,520 |
| Prepaid Expenses and Deferred Charges | $17,316 | $45,164 | ▲ $27,848 |
| Total Assets | $34,401,289 | $37,133,172 | ▲ $2,731,883 |
| Other Assets Total | $100,166 | $108,102 | ▲ $7,936 |
| Liabilities | |||
| Other Liabilities | $29,873,086 | $32,147,777 | ▲ $2,274,691 |
| Accounts Payable and Accrued Expenses | $216,306 | $268,753 | ▲ $52,447 |
| Total Liabilities | $30,089,392 | $32,416,530 | ▲ $2,327,138 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $4,311,897 | $4,716,642 | ▲ $404,745 |
| Total Liabilities and Net Assets / Fund Balance | $34,401,289 | $37,133,172 | ▲ $2,731,883 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $823,169 | $381,256 | $1,204,425 |
| Equipment | $39,253 | $343,307 | $382,560 |
| Land | $344,169 | - | $344,169 |
| Other Land Buildings | $2,461 | $76,581 | $79,042 |
| Investment Program Related Org | $258,030 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Michael Brandt | PresidentDirector | FT | $99,542 | $11,788 | $111,330 |
| Name | Title |
|---|---|
| Lyle Mader | Chairman |
| Kurt Carpenter | Vice Chairman |
| Andrew Fenwick | Director |
| Keith Fischer | Director |
| Barbara Hartfiel | Secretary |
| Jeffrey Gehrke | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $738,539 |
| Salaries, Compensation, and Employee Benefits | $696,043 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $468,863 |
| Advertising | - | - | - | $122,592 |
| Information Technology | - | - | - | $114,691 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $99,542 |
| Office Expenses | - | - | - | $71,454 |
| Depreciation Depletion | - | - | - | $51,936 |
| Other Employee Benefits | - | - | - | $49,715 |
| Occupancy | - | - | - | $45,195 |
| Payroll Taxes | - | - | - | $44,791 |
| Fees for Services Other | - | - | - | $43,419 |
| Other Expenses | - | $37,812 | - | $37,812 |
| Pension Plan Contributions | - | - | - | $33,132 |
| Insurance | - | - | - | $19,204 |
| Payments to Affiliates | - | - | - | $18,446 |
| Fees for Services Accounting | - | - | - | $16,643 |
| All Other Expenses | - | - | - | $13,205 |
| Conferences and Meetings | - | - | - | $9,369 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $6,377 |
| Interest | - | - | - | $1,839 |
| Fees for Services Legal | - | - | - | $80 |
| Total Functional Expenses | $0 | $0 | $0 | $1,434,582 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Member Shares & Deposits | $32,147,742 |
| Accrued Dividends | $35 |
“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).”
“The Board of Directors is elected by the membership utilizing their one vote per member”
“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).”
“Management reviews the 990 and a copy of the filed form is submitted to the Board for review.”
“Board members and Officers are required to self-report any potential conflicts as they may occur.”
“The Board of Directors reviews various salary surveys and approves the CEOs salary. Their final decision is recorded in the minutes.”
“We post our financial statements on the member bulletin board in our credit unions entrance on a monthly basis.”
“We will file extension.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 216306 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 268753 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | Inspiring our members to achieve their dreams by delivering innovative and sustainable financial solutions with amazing service. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 122592 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 13205 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Joan Ziegler |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9207292999 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1500 W American Drive |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Neenah |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54956 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 152808 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 50288 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 99542 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 9369 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 92302 |
| IRS990/CYOtherExpensesAmt | 0 | 738539 |
| IRS990/CYOtherRevenueAmt | 0 | 4490 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1742535 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 404745 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 696043 |
| IRS990/CYTotalExpensesAmt | 0 | 1434582 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1839327 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 51936 |
| IRS990/Desc | 0 | We funded 640 loans during 2017. As of 12/31/17, we had 84 mortgages/home equity, 556 consumer loans, and 644 credit card accounts with our members |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 16643 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 80 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 43419 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 6377 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 11788 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Barbara Hartfiel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Kurt Carpenter |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Keith Fischer |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Jeffrey Gehrke |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Lyle Mader |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Michael Brandt |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Andrew Fenwick |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 99542 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PresidentDirector |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1958 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1839327 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartVInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 114691 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 19204 |
| IRS990/InterestGrp/TotalAmt | 0 | 1839 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 92302 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 92302 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 579363 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 587077 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 801144 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1246698 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1209052 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 2010196 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | Inspiring our members to achieve their dreams by delivering innovative and sustainable financial solutions with amazing service. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4311897 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 4716642 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 45195 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 71454 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 100166 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 108102 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 49715 |
| IRS990/OtherExpensesGrp/Desc | 0 | Dividends on Shares |
| IRS990/OtherExpensesGrp/Desc | 1 | Loan Servicing |
| IRS990/OtherExpensesGrp/Desc | 2 | Member AccountCard Costs |
| IRS990/OtherExpensesGrp/Desc | 3 | Loan Loss |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 99558 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 57235 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 9484 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 37812 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 99558 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 57235 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 9484 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 37812 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 29873086 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 32147777 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 468863 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 27936746 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 30193557 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 18446 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 44791 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 33132 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 17316 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 45164 |
| IRS990/PrincipalOfficerNm | 0 | Kathy Jankowski |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 519100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 524298 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Interest on Loans |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Member Fees & Charges |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Non-Member ATM Fees |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Insurance Sales |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1363974 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 300575 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 76143 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1363974 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 300575 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1843 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 76143 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1843 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | We have deposit, transaction, and investment accounts with 3412 members at 12/31/17. During 2017, we opened 414 new deposit, transaction and investment accounts. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 78846 |
| IRS990/PYOtherExpensesAmt | 0 | 690594 |
| IRS990/PYOtherRevenueAmt | 0 | 4373 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1649163 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 311378 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 730410 |
| IRS990/PYTotalExpensesAmt | 0 | 1421004 |
| IRS990/PYTotalRevenueAmt | 0 | 1732382 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 404745 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 4490 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 4490 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 4311897 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 4716642 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 4368192 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 4939932 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 823169 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 381256 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1204425 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 39253 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 343307 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 382560 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 293747 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 100 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 2 | 35200 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 3 | 258030 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | NCUA Capitalizaiton |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | WISCUB |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 2 | WESCO CUSO |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 3 | CCCU MCS & PIC |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 2 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 3 | C |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 344169 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 344169 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 2461 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 76581 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 79042 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 32147742 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 35 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Member Shares & Deposits |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Accrued Dividends |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 1209052 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 587077 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 32147777 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | We will file extension. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Board of Directors is elected by the membership utilizing their one vote per member |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Management reviews the 990 and a copy of the filed form is submitted to the Board for review. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Board members and Officers are required to self-report any potential conflicts as they may occur. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | The Board of Directors reviews various salary surveys and approves the CEOs salary. Their final decision is recorded in the minutes. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | We post our financial statements on the member bulletin board in our credit unions entrance on a monthly basis. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Unrelated business income explanation Part V line 3b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Governing body decisions Part VI line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | CEO executive director top management comp Part VI line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Governing documents etc available to public Part VI line 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 34401289 |
| IRS990/TotalAssetsEOYAmt | 0 | 37133172 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 34401289 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 37133172 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1434582 |
| IRS990/TotalGrossUBIAmt | 0 | 1843 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 30089392 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 32416530 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 30089392 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 32416530 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4311897 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 4716642 |
| IRS990/TotalOtherCompensationAmt | 0 | 11788 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1742535 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 99542 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 96792 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1740692 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1839327 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1843 |
| IRS990/TotalVolunteersCnt | 0 | 6 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 34401289 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 37133172 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | www.evergreencu.com |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kathy Jankowski |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PresidentCEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9207292999 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Evergreen Credit Union |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EVER |
| ReturnHeader/Filer/EIN | 0 | 390957477 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1500 W American Drive |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Neenah |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 54956 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 110D63440C42215569A41D88634943DBED7962F4 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 110D63440C42215569A41D88634943DBED7962F4 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 3922392018317es1czss |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-11-13 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 65.30.128.241 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-13 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 22:41:18 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391127312 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WCUL Services Corp |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1 E Main Street Suite 101 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Madison |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53703 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6086404040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Cari Thompson |
| ReturnHeader/ReturnTs | 0 | 2018-11-13T20:40:44-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.