Civic Intelligence

Pcm Credit Union

EIN 39-0974444 • 501(c)14 • Green Bay, WI

View Organization Page

Profile

Pcm credit union is a strong financial cooperative that goes above and beyond providing member-owners benefits and advantages over other financial institutions.

601 Willard DriveGreen Bay, WI 54304

www.pcmcu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.90x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

18.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Net Margin

39th percentile

6.8%

Higher net margin than 39% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

19th percentile

$314,389

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Asset Growth

60th percentile

4.0%

Faster asset growth than 60% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

23%

Faster revenue growth than 85% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$468,092,393

Up $17,978,982 (+4.0%) from 2023

Liabilities

Up

$423,327,743

Up $15,882,499 (+3.9%) from 2023

Net Assets

Up

$44,764,650

Up $2,096,483 (+4.9%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin39th percentile

Revenue

Up

$23,271,400

Up $4,349,825 (+23%) from 2023

Expenses

Up

$21,679,687

Up $3,759,105 (+21%) from 2023

Net Income

Up

$1,591,713

Up $590,720 (+59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2010: $136,437,657Liabilities 2010: $118,534,003Net Assets 2010: $17,903,6542010Assets 2011: $146,961,280Liabilities 2011: $127,457,031Net Assets 2011: $19,504,2492011Assets 2012: $159,306,623Liabilities 2012: $138,029,633Net Assets 2012: $21,276,9902012Assets 2013: $163,312,376Liabilities 2013: $140,140,040Net Assets 2013: $23,172,3362013Assets 2014: $167,124,762Liabilities 2014: $141,852,149Net Assets 2014: $25,272,6132014Assets 2015: $194,514,783Liabilities 2015: $165,235,643Net Assets 2015: $29,279,1402015Assets 2016: $215,765,195Liabilities 2016: $184,390,462Net Assets 2016: $31,374,7332016Assets 2017: $243,670,703Liabilities 2017: $209,887,619Net Assets 2017: $33,783,0842017Assets 2018: $258,982,107Liabilities 2018: $223,202,083Net Assets 2018: $35,780,0242018Assets 2019: $269,206,275Liabilities 2019: $230,930,369Net Assets 2019: $38,275,9062019Assets 2020: $320,189,637Liabilities 2020: $279,283,373Net Assets 2020: $40,906,2642020Assets 2021: $358,033,017Liabilities 2021: $315,677,282Net Assets 2021: $42,355,7352021Assets 2022: $393,134,166Liabilities 2022: $352,518,355Net Assets 2022: $40,615,8112022Assets 2023: $450,113,411Liabilities 2023: $407,445,244Net Assets 2023: $42,668,1672023Assets 2024: $468,092,393Liabilities 2024: $423,327,743Net Assets 2024: $44,764,6502024

Highlighted filing

2024

Assets$468,092,393
Liabilities$423,327,743
Net Assets$44,764,650
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$30M$20M$10M$0Expenses 2010: $5,415,8272010Expenses 2011: $5,448,2082011Revenue 2012: $7,367,273Expenses 2012: $5,594,532Net Income 2012: $1,772,7412012Revenue 2013: $7,466,143Expenses 2013: $5,570,797Net Income 2013: $1,895,3462013Revenue 2014: $7,741,726Expenses 2014: $5,641,449Net Income 2014: $2,100,2772014Revenue 2015: $8,398,068Expenses 2015: $6,102,204Net Income 2015: $2,295,8642015Revenue 2016: $8,831,402Expenses 2016: $6,764,614Net Income 2016: $2,066,7882016Revenue 2017: $9,909,976Expenses 2017: $7,396,295Net Income 2017: $2,513,6812017Revenue 2018: $10,832,370Expenses 2018: $8,658,461Net Income 2018: $2,173,9092018Revenue 2019: $12,306,774Expenses 2019: $10,183,911Net Income 2019: $2,122,8632019Revenue 2020: $12,456,695Expenses 2020: $10,252,529Net Income 2020: $2,204,1662020Revenue 2021: $12,583,727Expenses 2021: $9,832,619Net Income 2021: $2,751,1082021Revenue 2022: $13,994,856Expenses 2022: $10,936,812Net Income 2022: $3,058,0442022Revenue 2023: $18,921,575Expenses 2023: $17,920,582Net Income 2023: $1,000,9932023Revenue 2024: $23,271,400Expenses 2024: $21,679,687Net Income 2024: $1,591,7132024

Highlighted filing

2024

Revenue$23,271,400
Expenses$21,679,687
Net Income$1,591,713
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$468,092,393
Liabilities
$423,327,743
Net assets
$44,764,650
Revenue
$23,271,400
Expenses
$21,679,687
Net income
$1,591,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$468$423$44.8$23.3$21.7$1.59
2023Detailed filing. Detailed filing data is available for this year.$450$407$42.7$18.9$17.9$1.00
2022Detailed filing. Detailed filing data is available for this year.$393$353$40.6$14.0$10.9$3.06
2021Detailed filing. Detailed filing data is available for this year.$358$316$42.4$12.6$9.83$2.75
2020Detailed filing. Detailed filing data is available for this year.$320$279$40.9$12.5$10.3$2.20
2019Detailed filing. Detailed filing data is available for this year.$269$231$38.3$12.3$10.2$2.12
2018Detailed filing. Detailed filing data is available for this year.$259$223$35.8$10.8$8.66$2.17
2017Detailed filing. Detailed filing data is available for this year.$244$210$33.8$9.91$7.40$2.51
2016Detailed filing. Detailed filing data is available for this year.$216$184$31.4$8.83$6.76$2.07
2015Detailed filing. Detailed filing data is available for this year.$195$165$29.3$8.40$6.10$2.30
2014Detailed filing. Detailed filing data is available for this year.$167$142$25.3$7.74$5.64$2.10
2013Detailed filing. Detailed filing data is available for this year.$163$140$23.2$7.47$5.57$1.90
2012Summary only. Only limited summary data is available for this year.$159$138$21.3$7.37$5.59$1.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$127$19.5$5.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$119$17.9$5.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Gross Receipts
$30,811,249
Mission and Program Overview

Mission

Pcm credit union is a strong financial cooperative that goes above and beyond by providing member-owners benefits and advantages over other financial institutions.

Pcm credit union is a strong financial cooperative that goes above and beyond providing member-owners benefits and advantages over other financial institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$319,980,701$331,361,560▲ $11,380,859
Investments in Publicly Traded Securities$83,504,573$90,265,541▲ $6,760,968
Rtn Earn Endowment Incm Other Fnds$37,668,167$39,764,650▲ $2,096,483
Investments Other Securities$11,873,904$12,585,143▲ $711,239
Land, Buildings, and Equipment, Net$5,912,341$5,994,350▲ $82,009
Pd in Cap Srpls Land Bldg Eqp Fund$5,000,000$5,000,000→ $0
Savings and Temporary Cash Investments$9,564,217$4,743,917▼ $4,820,300
Cash and Non-Interest-Bearing Accounts$2,769,556$3,425,925▲ $656,369
Accounts Receivable$1,016,707$1,058,938▲ $42,231
Prepaid Expenses and Deferred Charges$280,442$268,654▼ $11,788
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$450,113,411$468,092,393▲ $17,978,982
Other Assets Total$15,210,970$18,388,365▲ $3,177,395
Liabilities
Other Liabilities$346,602,948$371,114,280▲ $24,511,332
Mortgage Notes Payable Secured by Investment Property$54,698,127$47,953,436▼ $6,744,691
Accounts Payable and Accrued Expenses$5,970,846$4,098,785▼ $1,872,061
Escrow Account Liability$173,323$161,242▼ $12,081
Total Liabilities$407,445,244$423,327,743▲ $15,882,499
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,668,167$44,764,650▲ $2,096,483
Total Liabilities and Net Assets / Fund Balance$450,113,411$468,092,393▲ $17,978,982

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,637,556$1,744,696$6,382,252
Equipment$490,136$1,402,888$1,893,024
Land$866,658-$866,658
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelly MellenbergerPresidentFT$266,441$47,948$314,389
Joseph WollinVice President LendingFT$128,427$47,708$176,135
Samantha IstedVice President of FinanceFT$134,842$33,230$168,072
Christina ConnellVice President of Human ResourcesFT$113,103$17,381$130,484
Lesley EnzSenior Director of MarketingFT$109,804$11,924$121,728
George RosendaulIt DirectorFT$104,645$15,330$119,975
Deb BarlamentDirector-$1,696-$1,696
Dave MurrayChairperson-$1,274-$1,274

Board Members and Trustees

NameTitle
Karen SylvesterVice Chairperson
Betty MasonDirector
Jeff BurichDirector
Marlis KlimekDirector
Robert HatszegiDirector
Jim ZittlowDirector (thru 03/24)
Phillip GieseTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservCore Data Processing; Debit And Credit C600 N VEL R PHILLIPS AVE, Milwaukee, WI 53203$1,376,054
Revenue and Support

Revenue Composition

Contributions and Grants
$21,374
Program Service Revenue
$18,251,573
Investment Income
$4,983,759
Other Revenue
$14,694
Change in Net Assets
$1,591,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,247,471
Salaries, Compensation, and Employee Benefits$4,394,394
Grants and Similar Amounts Paid$37,822
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$3,012,998
Other Salaries and Wages---$2,915,762
Other Expenses---$623,162
Other Employee Benefits---$546,676
Information Technology---$535,564
Current Officers, Directors, Trustees, and Key Employees---$485,431
All Other Expenses---$478,800
Occupancy---$297,863
Payroll Taxes---$263,525
Depreciation Depletion---$248,990
Office Expenses---$234,967
Pension Plan Contributions---$183,000
Fees for Services Other---$148,298
Advertising---$113,876
Conferences and Meetings---$102,970
Insurance---$67,836
Grants to Domestic Orgs---$37,822
Fees for Services Accounting---$32,272
Travel---$12,572
Total Functional Expenses$0$0$0$21,679,687
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL AND HEALTH SYSTEM INCMilwaukee, WI501(c)(3)Program Support$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,940
Fundraising Direct Expenses$25,701
Gaming Gross Income$9,655
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$47,314$25,940$19,140$6,800
Total Events$47,314$25,940$25,701$239
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Joseph WollinFamily Member of Danny Wollin (former President/ceo)Employment CompensationNo$176,135
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares and Deposits$371,114,280
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
Yes
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, Part VI, Section A, 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).”

Form 990, Part VI, Section A, Line 7A

“The board of directors is elected by the membership utilizing their one vote per member.”

Form 990, Part VI, Section A, Line 7B

“Each member has one vote to utilize in ratifying significant decisions beyond the authority of the board as outlined in the organization's 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, Part VI, Section B, Line 11B

“The form 990 is reviewed by executive management prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis the officers, directors and employees are required to disclose any family or personal interest individuals. These accounts are blocked from employee access.”

Form 990, Part VI, Section B, Line 15

“The credit union utilizes a third-party compensation vendor, balancedcomp, to determine market rates and salary ranges for each position. This information is provided to the board of directors who discuss and then determine the ceo's annual salary via a vote. The ceo and hr review the information for all other key employees and officers. The ceo makes the final decision on key employee and officer salaries.”

Form 990, Part VI, Section C, Line 19

“Financial statements are available to all members at our annual meeting in the annual report booklet, and year end financials are posted in the lobby at both branches. All others would be considered upon request.”

Filing and Contact Details

Filer

Filer Name
Pcm Credit Union
EIN
39-0974444
Phone
9204992831
Address
601 WILLARD DRIVE, GREEN BAY, WI 54304

Signing Officer

Name
Shelly Mellenberger
Title
President/CEO
Phone
9204992831
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Mellenberger
Formed
1958
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
62
Volunteers
8

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The credit union maintains escrow accounts for taxes and insurance as part of their loan program.”

Raw XML AppendixShowing 400 of 554 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/ActivityOrMissionDesc0PCM CREDIT UNION IS A STRONG FINANCIAL COOPERATIVE THAT GOES ABOVE AND BEYOND PROVIDING MEMBER-OWNERS BENEFITS AND ADVANTAGES OVER OTHER FINANCIAL INSTITUTIONS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31696
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9285213
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10144462
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11138619
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12113103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13109804
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14104645
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (THRU 03/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR DIRECTOR OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt14IT DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt021374
IRS990/FundraisingDirectExpensesAmt025701
IRS990/FundraisingGrossIncomeAmt025940
IRS990/GainOrLossGrp/OtherAmt0-1432
IRS990/GainOrLossGrp/SecuritiesAmt0-72615
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt09655
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/TotalAmt037822
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt039897
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07400204
IRS990/GrossReceiptsAmt030811249
IRS990/GrossRentsGrp/RealAmt04800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0535564
IRS990/InsuranceGrp/TotalAmt067836
IRS990/InterestGrp/TotalAmt03012998
IRS990/InvestmentIncomeGrp/ExclusionAmt05057806
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05057806
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt011873904
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012585143
IRS990/InvestmentsPubTradedSecGrp/BOYAmt083504573
IRS990/InvestmentsPubTradedSecGrp/EOYAmt090265541
IRS990/IRPDocumentCnt08609
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03147584
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05912341
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05994350
IRS990/LandBldgEquipCostOrOtherBssAmt09141934
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt041329
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07472819
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PCM CREDIT UNION IS A STRONG FINANCIAL COOPERATIVE THAT GOES ABOVE AND BEYOND PROVIDING MEMBER-OWNERS BENEFITS AND ADVANTAGES OVER OTHER FINANCIAL INSTITUTIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt054698127
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt047953436
IRS990/NetAssetsOrFundBalancesBOYAmt042668167
IRS990/NetAssetsOrFundBalancesEOYAmt044764650
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-74047
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-74047
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0239
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0239
IRS990/NetIncomeFromGamingGrp/ExclusionAmt09655
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt09655
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0504770
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0297863
IRS990/OfficeExpensesGrp/TotalAmt0234967
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015210970
IRS990/OtherAssetsTotalGrp/EOYAmt018388365
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0546676
IRS990/OtherExpensesGrp/Desc0DIVIDENDS ON MEMBER SHA
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc2DEBIT CARD EXPENSE
IRS990/OtherExpensesGrp/Desc3PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt09562974
IRS990/OtherExpensesGrp/TotalAmt11103966
IRS990/OtherExpensesGrp/TotalAmt2670363
IRS990/OtherExpensesGrp/TotalAmt3623162
IRS990/OtherLiabilitiesGrp/BOYAmt0346602948
IRS990/OtherLiabilitiesGrp/EOYAmt0371114280
IRS990/OtherSalariesAndWagesGrp/TotalAmt02915762
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0319980701
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0331361560
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0263525
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt05000000
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt05000000
IRS990/PensionPlanContributionsGrp/TotalAmt0183000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0280442
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0268654
IRS990/PrincipalOfficerNm0SHELLY MELLENBERGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2INSURANCE/WARRANTY SALES
IRS990/ProgramServiceRevenueGrp/Desc3FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015287214
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11652357
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2773208
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3473301
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015287214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11652357
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2838701
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3473301
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt065493
IRS990/ProgSrvcAccomActy2Grp/Desc0WE HAVE DEPOSIT, TRANSACTION AND INVESTMENT ACCOUNTS WITH 14,993 MEMBERS AT 12/31/24. DURING 2024, WE OPENED 6,900 NEW DEPOSIT, TRANSACTION AND INVESTMENT ACCOUNTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021242
IRS990/PYGrantsAndSimilarPaidAmt098656
IRS990/PYInvestmentIncomeAmt03888959
IRS990/PYOtherExpensesAmt013560546
IRS990/PYOtherRevenueAmt012089
IRS990/PYProgramServiceRevenueAmt014999285
IRS990/PYRevenuesLessExpensesAmt01000993
IRS990/PYSalariesCompEmpBnftPaidAmt04261380
IRS990/PYTotalExpensesAmt017920582
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018921575
IRS990/ReconcilationRevenueExpnssAmt01591713
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt04800
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037668167
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039764650
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09564217
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04743917
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04637556
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01744696
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06382252
IRS990ScheduleD/EquipmentGrp/BookValueAmt0490136
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01402888
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01893024
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0866658
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0866658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0371114280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES AND DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION MAINTAINS ESCROW ACCOUNTS FOR TAXES AND INSURANCE AS PART OF THEIR LOAN PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05994350
IRS990ScheduleD/TotalLiabilityAmt0371114280
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021374
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021374
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025701
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06561
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025940
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0239
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019140
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019140
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt09655
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt09655
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt09655
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd00
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt031269
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391500074
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1997
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE APPROVED VIA A COMMITTEE CONSISTING OF MEMBERS OF THE LEADERSHIP TEAM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X

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