Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
990 • Fiscal year 2019 • EIN 39-0957477
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
Liabilities / Revenue
39th percentile
Higher debt load relative to revenue than 39% of similar nonprofits.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
56th percentile
Higher top officer pay than 56% of similar nonprofits.
Top officer pay equals 5.2% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Assets
Up$40,545,071
Up $2,765,641 (+7.3%) from 2018
Net Assets
Up$5,683,004
Up $570,830 (+11%) from 2018
Liabilities
Up$34,862,067
Up $2,194,811 (+6.7%) from 2018
Revenue
Up$2,133,483
Up $147,150 (+7.4%) from 2018
Expenses
Down$1,562,650
Down $28,150 (-1.8%) from 2018
Net Income
Up$570,833
Up $175,300 (+44%) from 2018
Inspiring our members to achieve their dreams by delivering innovative and sustainable financial solutions with amazing service.
We are on a mission to be the most environmentally responsible credit union in the nation while continuing to provide amazing service to our members.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $32,143,946 | $32,673,888 | ▲ $529,942 |
| Savings and Temporary Cash Investments | $3,186,199 | $5,343,999 | ▲ $2,157,800 |
| Rtn Earn Endowment Incm Other Fnds | $3,154,286 | $3,725,116 | ▲ $570,830 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $1,957,888 | $1,957,888 | → $0 |
| Land, Buildings, and Equipment, Net | $1,169,596 | $1,180,658 | ▲ $11,062 |
| Cash and Non-Interest-Bearing Accounts | $502,049 | $515,728 | ▲ $13,679 |
| Investments Program Related | $375,137 | $380,015 | ▲ $4,878 |
| Prepaid Expenses and Deferred Charges | $24,941 | $73,658 | ▲ $48,717 |
| Accounts Receivable | - | $21 | - |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $37,779,430 | $40,545,071 | ▲ $2,765,641 |
| Other Assets Total | $377,562 | $377,104 | ▼ $458 |
| Liabilities | |||
| Other Liabilities | $31,963,758 | $34,738,514 | ▲ $2,774,756 |
| Accounts Payable and Accrued Expenses | $703,498 | $123,553 | ▼ $579,945 |
| Total Liabilities | $32,667,256 | $34,862,067 | ▲ $2,194,811 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $5,112,174 | $5,683,004 | ▲ $570,830 |
| Total Liabilities and Net Assets / Fund Balance | $37,779,430 | $40,545,071 | ▲ $2,765,641 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $755,537 | $408,617 | $1,164,154 |
| Land | $346,169 | - | $346,169 |
| Equipment | $73,712 | $204,578 | $278,290 |
| Other Land Buildings | $5,240 | $41,720 | $46,960 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kathleen Jankowski | President/CEO | FT | $104,381 | $6,117 | $110,498 |
| 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 | $811,337 |
| Salaries, Compensation, and Employee Benefits | $751,313 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $485,721 |
| Information Technology | - | - | - | $130,255 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $104,381 |
| Other Employee Benefits | - | - | - | $79,412 |
| Office Expenses | - | - | - | $78,349 |
| Occupancy | - | - | - | $67,768 |
| Advertising | - | - | - | $60,390 |
| Depreciation Depletion | - | - | - | $58,001 |
| Payroll Taxes | - | - | - | $49,880 |
| Fees for Services Other | - | - | - | $37,304 |
| All Other Expenses | - | - | - | $32,671 |
| Pension Plan Contributions | - | - | - | $31,919 |
| Other Expenses | - | - | - | $21,535 |
| Insurance | - | - | - | $20,705 |
| Fees for Services Accounting | - | - | - | $18,858 |
| Conferences and Meetings | - | - | - | $11,326 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $10,871 |
| Fees for Services Legal | - | - | - | $3,640 |
| Interest | - | - | - | $1,189 |
| Total Functional Expenses | $0 | $0 | $0 | $1,562,650 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Member Shares | $34,738,483 |
| Accrued Dividends | $31 |
“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.”
“Management reviews the 990 and a copy of the filed form is submitted to the board for review.”
“Written records are kept and the board reviews as situations arise.”
“The board of directors reviews various salary surveys and approves the ceo's salary. Their final decision is recorded in the minutes.”
“Will be made available upon request.”
“ROUNDING -3.”
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 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 703498 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 123553 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 21 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | WE ARE ON A MISSION TO BE THE MOST ENVIRONMENTALLY RESPONSIBLE CREDIT UNION IN THE NATION WHILE CONTINUING TO PROVIDE AMAZING SERVICE TO OUR MEMBERS. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 60390 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 32671 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | KATHY JANKOWSKI PRESIDENT |
| 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/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 502049 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 515728 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 104381 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 11326 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 143282 |
| IRS990/CYOtherExpensesAmt | 0 | 811337 |
| IRS990/CYOtherRevenueAmt | 0 | 5352 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1984849 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 570833 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 751313 |
| IRS990/CYTotalExpensesAmt | 0 | 1562650 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2133483 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 58001 |
| IRS990/Desc | 0 | WE FUNDED 504 LOANS DURING 2019. AS OF 12/31/19, WE HAD 68 MORTGAGES/HOME EQUITY LOANS, 436 CONSUMER LOANS, AND 626 CREDIT CARD ACCOUNTS WITH OUR MEMBERS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 21 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 18858 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 3640 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 37304 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 10871 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| 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 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40.00 |
| 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/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 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 6117 |
| 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 | ANDREW FENWICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | KATHLEEN JANKOWSKI |
| 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 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 104381 |
| 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 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | PRESIDENT/CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1958 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 2133483 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 130255 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 20705 |
| IRS990/InterestGrp/TotalAmt | 0 | 1189 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 143282 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 143282 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 375137 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 380015 |
| IRS990/IRPDocumentCnt | 0 | 1152 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 654915 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1169596 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1180658 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1835573 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | WE ARE ON A MISSION TO BE THE MOST ENVIRONMENTALLY RESPONSIBLE CREDIT UNION IN THE NATION WHILE CONTINUING TO PROVIDE AMAZING SERVICE TO OUR MEMBERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5112174 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5683004 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 67768 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 78349 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 377562 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 377104 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -3 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 79412 |
| IRS990/OtherExpensesGrp/Desc | 0 | DIVIDENDS ON SHARES |
| IRS990/OtherExpensesGrp/Desc | 1 | LOAN SERVICING |
| IRS990/OtherExpensesGrp/Desc | 2 | PROVISION FOR BAD DEBT |
| IRS990/OtherExpensesGrp/Desc | 3 | MEMBER ACCOUNT / CARD |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 168870 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 67305 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 22300 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 21535 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 31963758 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 34738514 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISC. NON-OPERATING. I |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5352 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 5352 |
| IRS990/OtherRevenueTotalAmt | 0 | 5352 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 485721 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 32143946 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 32673888 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 49880 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 1957888 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 1957888 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 31919 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 24941 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 73658 |
| IRS990/PrincipalOfficerNm | 0 | KATHY JANKOWSKI |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 524298 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | INTEREST ON LOANS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | FEES AND OTHER OPERATI |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | INSURANCE SALES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1591969 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 314513 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 76392 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1591969 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 316213 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 76667 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1700 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 275 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | WE HAVE DEPOSIT, TRANSACTION, AND INVESTMENT ACCOUNTS WITH 3,485 MEMBERS AT 12/31/19. DURING 2019, WE OPENED 263 NEW DEPOSIT, TRANSACTION, AND INVESTEMENT ACCOUNTS. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 123365 |
| IRS990/PYOtherExpensesAmt | 0 | 835791 |
| IRS990/PYOtherRevenueAmt | 0 | 23771 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1839197 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 395533 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 755009 |
| IRS990/PYTotalExpensesAmt | 0 | 1590800 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1986333 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 570833 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 3154286 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 3725116 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 3186199 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 5343999 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 755537 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 408617 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1164154 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 73712 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 204578 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 278290 |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | 0 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 346169 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 346169 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 5240 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 41720 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 46960 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 34738483 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 31 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | MEMBER SHARES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | ACCRUED DIVIDENDS |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 1180658 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 34738514 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 | 1 | THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP UTILIZING THEIR ONE VOTE PER MEMBER. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MANAGEMENT REVIEWS THE 990 AND A COPY OF THE FILED FORM IS SUBMITTED TO THE BOARD FOR REVIEW. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | WRITTEN RECORDS ARE KEPT AND THE BOARD REVIEWS AS SITUATIONS ARISE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD OF DIRECTORS REVIEWS VARIOUS SALARY SURVEYS AND APPROVES THE CEO'S SALARY. THEIR FINAL DECISION IS RECORDED IN THE MINUTES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | WILL BE MADE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ROUNDING -3. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XI, LINE 9: |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 37779430 |
| IRS990/TotalAssetsEOYAmt | 0 | 40545071 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 37779430 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 40545071 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 21 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1562650 |
| IRS990/TotalGrossUBIAmt | 0 | 1975 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 32667256 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 34862067 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 32667256 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 34862067 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5112174 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5683004 |
| IRS990/TotalOtherCompensationAmt | 0 | 6117 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1984849 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 104381 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 143282 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1988226 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 2133483 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1975 |
| IRS990/TotalVolunteersCnt | 0 | 6 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 37779430 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 40545071 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1500 W AMERICAN DRIVE |
| IRS990/USAddress/CityNm | 0 | NEENAH |
| IRS990/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/USAddress/ZIPCd | 0 | 54956 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | WWW.EVERGREENCU.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATHY JANKOWSKI |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9207299999 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-06-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EVERGREEN CREDIT UNION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EVER |
| ReturnHeader/Filer/EIN | 0 | 390957477 |
| ReturnHeader/Filer/PhoneNum | 0 | 9207292999 |
| 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 | 8D737E15990DC23269B15594562809091FDA197A |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 65EFCDE8B311C332682DF9ABF2317EDE8F4291F2 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 192.55.242.200 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-06-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 09:56:34 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390912608 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HAWKINS ASH CPAS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2360 DUCK CREEK PARKWAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GREEN BAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 543033300 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9203369850 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY DANEN |
| ReturnHeader/ReturnTs | 0 | 2020-06-23T12:27:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.