Civic Intelligence

Tomah Area Credit Union

990 • Fiscal year 2023 • EIN 39-0966830

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 16, 2024

Organization ProfileWWW.TACUONLINE.COM

View Organization Page

PO Box 940Tomah, WI 54660

(608) 372-4736

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.89x

Higher debt load relative to assets than 53% of similar nonprofits.

2023 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

18.21x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2023

Net Margin

93rd percentile

36%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$227,873

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2023 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2023

Asset Growth

69th percentile

0.5%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

43%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$98,978,712

Up $446,047 (+0.5%) from 2022

Net Assets

Up

$10,905,497

Up $1,737,896 (+19%) from 2022

Liabilities

Down

$88,073,215

Down $1,291,849 (-1.4%) from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Up

$4,837,364

Up $1,460,406 (+43%) from 2022

Expenses

Up

$3,099,468

Up $676,228 (+28%) from 2022

Net Income

Up

$1,737,896

Up $784,178 (+82%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$150M$100M$50M$0Assets 2010: $50,130,277Liabilities 2010: $45,418,861Net Assets 2010: $4,711,4162010Assets 2011: $52,348,322Liabilities 2011: $47,597,224Net Assets 2011: $4,751,0982011Assets 2012: $53,665,562Liabilities 2012: $48,552,444Net Assets 2012: $5,113,1182012Assets 2013: $54,490,678Liabilities 2013: $49,162,662Net Assets 2013: $5,328,0162013Assets 2014: $56,830,903Liabilities 2014: $51,382,551Net Assets 2014: $5,448,3522014Assets 2015: $57,279,573Liabilities 2015: $51,732,031Net Assets 2015: $5,547,5422015Assets 2016: $57,841,230Liabilities 2016: $52,288,836Net Assets 2016: $5,552,3942016Assets 2017: $60,328,102Liabilities 2017: $54,509,743Net Assets 2017: $5,818,3592017Assets 2018: $62,540,147Liabilities 2018: $56,211,417Net Assets 2018: $6,328,7302018Assets 2019: $66,628,756Liabilities 2019: $59,597,405Net Assets 2019: $7,031,3512019Assets 2020: $88,934,855Liabilities 2020: $81,315,123Net Assets 2020: $7,619,7322020Assets 2021: $100,004,143Liabilities 2021: $91,790,260Net Assets 2021: $8,213,8832021Assets 2022: $98,532,665Liabilities 2022: $89,365,064Net Assets 2022: $9,167,6012022Assets 2023: $98,978,712Liabilities 2023: $88,073,215Net Assets 2023: $10,905,4972023Assets 2024: $109,533,670Liabilities 2024: $96,781,038Net Assets 2024: $12,752,6322024Assets 2025: $121,088,675Liabilities 2025: $106,280,719Net Assets 2025: $14,807,9562025

Highlighted filing

2023

Assets$98,978,712
Liabilities$88,073,215
Net Assets$10,905,497
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $2,411,8432010Expenses 2011: $2,338,7422011Expenses 2012: $2,124,1762012Revenue 2013: $2,426,149Expenses 2013: $2,121,741Net Income 2013: $304,4082013Revenue 2014: $2,182,380Expenses 2014: $2,062,044Net Income 2014: $120,3362014Revenue 2015: $2,240,970Expenses 2015: $2,141,780Net Income 2015: $99,1902015Revenue 2016: $2,364,491Expenses 2016: $2,359,639Net Income 2016: $4,8522016Revenue 2017: $2,556,483Expenses 2017: $2,290,518Net Income 2017: $265,9652017Revenue 2018: $2,874,189Expenses 2018: $2,363,818Net Income 2018: $510,3712018Revenue 2019: $3,147,121Expenses 2019: $2,444,499Net Income 2019: $702,6222019Revenue 2020: $3,141,614Expenses 2020: $2,553,234Net Income 2020: $588,3802020Revenue 2021: $3,057,536Expenses 2021: $2,463,385Net Income 2021: $594,1512021Revenue 2022: $3,376,958Expenses 2022: $2,423,240Net Income 2022: $953,7182022Revenue 2023: $4,837,364Expenses 2023: $3,099,468Net Income 2023: $1,737,8962023Revenue 2024: $5,878,229Expenses 2024: $4,031,094Net Income 2024: $1,847,1352024Revenue 2025: $6,269,770Expenses 2025: $4,214,446Net Income 2025: $2,055,3242025

Highlighted filing

2023

Revenue$4,837,364
Expenses$3,099,468
Net Income$1,737,896
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 16, 2024
Return Version
2023v5.0
Gross Receipts
$4,837,364
Mission and Program Overview

Mission

The mission of this credit union to provide the best financial service to our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$51,649,969$54,381,028▲ $2,731,059
Savings and Temporary Cash Investments$37,838,111$35,884,320▼ $1,953,791
Rtn Earn Endowment Incm Other Fnds$9,167,601$10,905,497▲ $1,737,896
Investments Program Related$6,061,720$5,596,513▼ $465,207
Land, Buildings, and Equipment, Net$1,055,784$993,531▼ $62,253
Cash and Non-Interest-Bearing Accounts$912,255$830,188▼ $82,067
Prepaid Expenses and Deferred Charges$149,937$210,530▲ $60,593
Accounts Receivable$16,193$14,838▼ $1,355
Total Assets$98,532,665$98,978,712▲ $446,047
Other Assets Total$848,696$1,067,764▲ $219,068
Liabilities
Other Liabilities$88,684,479$86,802,519▼ $1,881,960
Accounts Payable and Accrued Expenses$620,368$1,218,784▲ $598,416
Escrow Account Liability$60,217$51,912▼ $8,305
Total Liabilities$89,365,064$88,073,215▼ $1,291,849
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,167,601$10,905,497▲ $1,737,896
Total Liabilities and Net Assets / Fund Balance$98,532,665$98,978,712▲ $446,047

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$820,078$883,912$1,703,990
Equipment$57,363$605,477$662,840
Land$116,090-$116,090
Investment Program Related Org$32,611--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd ScholzPresident/ceFT$158,837$69,036$227,873
Todd ScholzPresident/CEO-$140,852$87,021$227,873
Jayme AltmanVP AccountinFT$74,748$30,798$105,546
John FroelichVice Chair-$2,850-$2,850
Paul WieseChair-$2,850-$2,850
Linda JohnsonTreasurer-$2,700-$2,700
Jeffery CramDirector-$2,550-$2,550
Alan LaylanDirector-$2,450-$2,450
Joesph BubnichDirector-$2,450-$2,450
Martha KlattSecretary-$2,300-$2,300

Highest Paid Contractors

ContractorServicesLocationCompensation
ShazamCard Processor6700 PIONEER PARKWAY, Johnston, IA 50131$327,061
Enhanced Software Products INCCore Processor1811 N HUTCHINSON ROAD, Spokane, WA 99212$150,250
PscuCard Processor560 CARILLON PARKWAY, St Petersburg, FL 33716$109,662
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,961,781
Investment Income
$1,866,011
Other Revenue
$9,572
Change in Net Assets
$1,737,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,964,871
Salaries, Compensation, and Employee Benefits$1,132,597
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$579,644
Office Expenses---$269,027
Current Officers, Directors, Trustees, and Key Employees---$251,735
Information Technology---$158,406
Other Employee Benefits---$131,890
Pension Plan Contributions---$107,019
Depreciation Depletion---$82,395
Occupancy---$79,255
Payroll Taxes---$62,309
Advertising---$60,816
Other Expenses---$38,669
Conferences and Meetings---$33,660
Insurance---$27,587
Travel---$12,632
Fees for Services Accounting---$11,790
Fees for Services Legal---$2,726
Grants to Domestic Orgs---$2,000
Fees for Services Other---$725
Interest---$2
Total Functional Expenses$0$0$0$3,099,468
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares & Deposits$86,731,423
Deferred Comp Plans$123,008
Escrow Accounts to Line 21 Bal Sheet$-51,912
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has members. To be a member one must have a share (savings) account at the credit union.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors is elected by the credit union members. Each member has one vote.”

Form 990, Page 6, Part VI, Line 7B

“A member vote is required for decisions which are beyond the authority of the board of directors. Items which require a membership vote are outlined and specified in our bylaws. Each member has one vote.”

Form 990, Page 6, Part VI, Line 11B

“The organization provides the information to independent cpa to prepare the 990. Management reviews the 990 for accuracy, and then authorizes cpa to e-file the approved return.”

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

“The conflict of interest policy is monitored constantly. Each time an issue arrises, the policy is reviewed to ensure compliance.”

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

“The board of directors determines and approves the compensation for the president. Salary surveys and comparability studies are utilized.”

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

“Compensation for all other officers and key employees is determined by the president using salary surveys and comparability studies.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to members upon request.”

Filing and Contact Details

Filer

Filer Name
Tomah Area Credit Union
EIN
39-0966830
Phone
6083724736
Address
PO BOX 940, TOMAH, WI 54660

Signing Officer

Name
Todd Scholz
Title
President/CEO
Phone
6083724736
Signed
2024-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Scholz
Formed
1939
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
26
Volunteers
7

Preparer

Firm
Brent Wookey CPA
Address
PO BOX 1512, LA CROSSE, WI 54602-1512
Preparer
Brent Wookey CPA
Phone
6087920843
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The credit union holds funds in escrow accounts for property taxes and homeowners insurance related to mortgage loans.”

Raw XML AppendixShowing 400 of 437 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/NetAssetsOrFundBalancesEOYAmt010905497
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt079255
IRS990/OfficeExpensesGrp/TotalAmt0269027
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0848696
IRS990/OtherAssetsTotalGrp/EOYAmt01067764
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0131890
IRS990/OtherExpensesGrp/Desc0DIVIDEND EXPENSE
IRS990/OtherExpensesGrp/Desc1DEBIT CARD PROGRAM EXP
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc3CREDIT LOSS EXPENSE
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IRS990/OtherExpensesGrp/TotalAmt1349968
IRS990/OtherExpensesGrp/TotalAmt2110978
IRS990/OtherExpensesGrp/TotalAmt338669
IRS990/OtherLiabilitiesGrp/BOYAmt088684479
IRS990/OtherLiabilitiesGrp/EOYAmt086802519
IRS990/OtherSalariesAndWagesGrp/TotalAmt0579644
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt051649969
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt054381028
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt062309
IRS990/PensionPlanContributionsGrp/TotalAmt0107019
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0149937
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0210530
IRS990/PrincipalOfficerNm0TODD SCHOLZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522130
IRS990/ProgramServiceRevenueGrp/BusinessCd1522130
IRS990/ProgramServiceRevenueGrp/BusinessCd2522130
IRS990/ProgramServiceRevenueGrp/BusinessCd3520000
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER MEMBER RELATED REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3FEE & INSURANCE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02241657
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1644740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt268032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02241657
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1644740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt268032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37352
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt07352
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 488 NEW LOANS DURING 2023. AS OF 12/31/23 WE HAD 2,723 LOANS RECEIVABLE.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt0768126
IRS990/PYOtherExpensesAmt01346695
IRS990/PYOtherRevenueAmt09624
IRS990/PYProgramServiceRevenueAmt02599208
IRS990/PYRevenuesLessExpensesAmt0953718
IRS990/PYSalariesCompEmpBnftPaidAmt01074545
IRS990/PYTotalExpensesAmt02423240
IRS990/PYTotalRevenueAmt03376958
IRS990/ReconcilationRevenueExpnssAmt01737896
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesRevenueGrp/ExclusionAmt09572
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt09572
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09167601
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010905497
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037838111
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035884320
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0820078
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0883912
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01703990
IRS990ScheduleD/EquipmentGrp/BookValueAmt057363
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0605477
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0662840
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03927244
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1750000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2367475
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3277633
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4143200
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt598350
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt632611
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0NY LIFE INVESTMENT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENTS WITH MATURITY > 1 YR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2CAPITAL ACCOUNT CORPORATE CU
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3WISCUB STOCK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4FHLB STOCK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5REACH BUSINESS LENDERS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6PSU CAPITAL CREDITS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd5C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd6C
IRS990ScheduleD/LandGrp/BookValueAmt0116090
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0116090
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt086731423
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1123008
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-51912
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES & DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMP PLANS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ESCROW ACCOUNTS TO LINE 21 BAL SHEET
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HOLDS FUNDS IN ESCROW ACCOUNTS FOR PROPERTY TAXES AND HOMEOWNERS INSURANCE RELATED TO MORTGAGE LOANS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0993531
IRS990ScheduleD/TotalBookValueProgramRltdAmt05596513
IRS990ScheduleD/TotalLiabilityAmt086802519
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0140852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount010200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt058042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010994
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt07785
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TODD SCHOLZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0227873
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0TODD SCHOLZ 0 50,000 0
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1TODD SCHOLZ, PRESIDENT/CEO, PARTICIPATES IN AN INTERNAL EXECUTIVE BENEFIT ARRANGEMENT PLAN WHICH PROVIDES DEFERRED COMPENSATION BENEFITS. THE PLAN IS INTENDED TO BE COMPLIANT WITH CODE SECTION 457(F) TO THE EXTENT POSSIBLE. THE PLAN IS UNFUNDED, BUT AN ACCRUAL IS RECORDED ANNUALLY. THE AMOUNT SHOWN ABOVE IS THE AMOUNT ACCRUED FOR THIS TAX YEAR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A MEMBER VOTE IS REQUIRED FOR DECISIONS WHICH ARE BEYOND THE AUTHORITY OF THE BOARD OF DIRECTORS. ITEMS WHICH REQUIRE A MEMBERSHIP VOTE ARE OUTLINED AND SPECIFIED IN OUR BYLAWS. EACH MEMBER HAS ONE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES THE INFORMATION TO INDEPENDENT CPA TO PREPARE THE 990. MANAGEMENT REVIEWS THE 990 FOR ACCURACY, AND THEN AUTHORIZES CPA TO E-FILE THE APPROVED RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS MONITORED CONSTANTLY. EACH TIME AN ISSUE ARRISES, THE POLICY IS REVIEWED TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS DETERMINES AND APPROVES THE COMPENSATION FOR THE PRESIDENT. SALARY SURVEYS AND COMPARABILITY STUDIES ARE UTILIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT USING SALARY SURVEYS AND COMPARABILITY STUDIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt098532665
IRS990/TotalAssetsEOYAmt098978712
IRS990/TotalAssetsGrp/BOYAmt098532665
IRS990/TotalAssetsGrp/EOYAmt098978712
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03099468
IRS990/TotalGrossUBIAmt07352
IRS990/TotalLiabilitiesBOYAmt089365064
IRS990/TotalLiabilitiesEOYAmt088073215
IRS990/TotalLiabilitiesGrp/BOYAmt089365064
IRS990/TotalLiabilitiesGrp/EOYAmt088073215
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09167601
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010905497
IRS990/TotalOtherCompensationAmt099834
IRS990/TotalProgramServiceRevenueAmt02961781
IRS990/TotalReportableCompFromOrgAmt0251735
IRS990/TotalRevenueGrp/ExclusionAmt01875583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02954429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04837364
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07352
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt098532665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt098978712
IRS990/TravelGrp/TotalAmt012632
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 940
IRS990/USAddress/CityNm0TOMAH
IRS990/USAddress/StateAbbreviationCd0WI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,978,712
Liabilities
$88,073,215
Net assets
$10,905,497
Revenue
$4,837,364
Expenses
$3,099,468
Net income
$1,737,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$121$106$14.8$6.27$4.21$2.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$96.8$12.8$5.88$4.03$1.85
2023Detailed filing. Detailed filing data is available for this year.$99.0$88.1$10.9$4.84$3.10$1.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.5$89.4$9.17$3.38$2.42$0.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$100$91.8$8.21$3.06$2.46$0.59
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.9$81.3$7.62$3.14$2.55$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.6$59.6$7.03$3.15$2.44$0.70
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.5$56.2$6.33$2.87$2.36$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.3$54.5$5.82$2.56$2.29$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.8$52.3$5.55$2.36$2.36$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$51.7$5.55$2.24$2.14$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.8$51.4$5.45$2.18$2.06$0.12
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$54.5$49.2$5.33$2.43$2.12$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.7$48.6$5.11$2.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.3$47.6$4.75$2.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.1$45.4$4.71$2.41
Peer Organizations

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