Civic Intelligence

Sunrise Credit Union

EIN 39-0977647

505 Clinton St54303
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $18,500,631 (-100%) from 2011

Liabilities

Down

$0

Down $17,615,349 (-100%) from 2011

Net Assets

Down

$0

Down $885,282 (-100%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$551,100

Down $521,183 (-49%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $19,493,902Liabilities 2010: $18,287,469Net Assets 2010: $1,206,4332010Assets 2011: $18,500,631Liabilities 2011: $17,615,349Net Assets 2011: $885,2822011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $1,642,7862010Expenses 2011: $1,072,2832011Expenses 2012: $551,1002012

Highlighted filing

2012

Revenue-
Expenses$551,100
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$551,100
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$17.6$0.89$1.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$18.3$1.21$1.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 22, 2013
Return Version
2012v2.1
Gross Receipts
$516,112
Mission and Program Overview

Major Activities

Activity 2
We funded 502 loans during 2012. As of 7/31/12, we had 31 mortgages/home equity lines, and 471 consumer loans.
Filing and Contact Details

Filer

EIN
39-0977647
Raw XML Appendix371 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/AccountsReceivable/BOY0562
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IRS990/Activity2/Description0We funded 502 loans during 2012. As of 7/31/12, we had 31 mortgages/home equity lines, and 471 consumer loans.
IRS990/ActivityOrMissionDescription0Sunrise Credit Union intends to provide the most financial services to its members at the least amount of cost, and to become a major financial institution in the Brown County Area.
IRS990/Advertising/Total03913
IRS990/AllOtherExpenses/Total01203
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IRS990/Description0We have deposit, transaction, and investment accounts with 3588 members at 7/31. During 2012, we opened 198 new deposit, transaction and investment accounts.
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IRS990/Form990PartVIISectionA/NamePerson1Allan Patak
IRS990/Form990PartVIISectionA/NamePerson2Andrew Malecki Jr
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IRS990/Form990PartVIISectionA/NamePerson7Carol McCallum
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/Title0Chairperson
IRS990/Form990PartVIISectionA/Title1Vice Chairperson
IRS990/Form990PartVIISectionA/Title2Treasurer
IRS990/Form990PartVIISectionA/Title3Secretary
IRS990/Form990PartVIISectionA/Title4Director
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990PartVIISectionA/Title6President
IRS990/Form990PartVIISectionA/Title7Vice President
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
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IRS990/GainOrLoss/Securities0-131808
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IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0516112
IRS990/GrossRents/Real07954
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
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IRS990/IndoorTanningServices0false
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IRS990/InfoInScheduleOPartVI0X
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IRS990/InformationTechnology/Total061865
IRS990/Insurance/Total015304
IRS990/Interest/Total06
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IRS990/InvestmentsProgramRelated/BOY01324860
IRS990/LandBuildingsEquipmentBasisNet/BOY06321
IRS990/LessCostOthBasisSalesExpenses/Securities0131808
IRS990/LoanToOfficerOrDQP0false
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IRS990/MaterialDiversionOrMisuse0false
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IRS990/MethodOfAccountingAccrual0X
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IRS990/MissionDescription0Sunrise Credit Union intends to provide the most financial services to its members at the least amount of cost, and to become a major financial institution in the Brown County Area.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Calvin Radue
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
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IRS990/NetAssetsOrFundBalancesEOY00
IRS990/NetGainOrLossInvestments/ExclusionAmount0-131808
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-131808
IRS990/NetRentalIncomeOrLoss/ExclusionAmount07954
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IRS990/NumberFormsTransmittedWith109600
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IRS990/OtherEmployeeBenefits/Total02997
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IRS990/OtherExpenses/Description1Member Insurance NCUSIF
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IRS990/OtherNotesLoansReceivableNet/BOY012361788
IRS990/OtherRevenueCurrentYear010094
IRS990/OtherRevenuePriorYear018690
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IRS990/PartialLiquidation0true
IRS990/PayrollTaxes/Total013520
IRS990/PensionPlanContributions/Total013861
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IRS990/PrepaidExpensesDeferredCharges/BOY028413
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IRS990/ProgramServiceRevenue/BusinessCode0522100
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IRS990/ProgramServiceRevenue/Description0Interest on Loans
IRS990/ProgramServiceRevenue/Description1AccountCardLoan Fees
IRS990/ProgramServiceRevenue/Description2Other Member Fee Income
IRS990/ProgramServiceRevenue/Description3Insurance Sales
IRS990/ProgramServiceRevenue/Description4Non Member Check Fees
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IRS990/ScheduleJRequired0false
IRS990ScheduleN/DirectorOfSuccessor0false
IRS990ScheduleN/EmployeeOfSuccessor0true
IRS990ScheduleN/Form990ScheduleNPartIII/Explanation0All employees of Sunrise were retained by Fox Communities Credit Union.
IRS990ScheduleN/Form990ScheduleNPartIII/Identifier0N1
IRS990ScheduleN/Form990ScheduleNPartIII/ReturnReference0Listed persons relations Part I line 2e or Part II line 2e
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/AddressLine103401 E Calumet Street
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/City0Appleton
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/State0WI
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/ZIPCode054915
IRS990ScheduleN/LiquidationTable/LiquidationDetail/DateOfDistribution02012-07-31
IRS990ScheduleN/LiquidationTable/LiquidationDetail/DescriptionOfAsset0All Assets &#x26 Liabilties of the CU at merger date
IRS990ScheduleN/LiquidationTable/LiquidationDetail/EIN0390738415
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IRS990ScheduleN/OwnerOfSuccessor0false
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IRS990ScheduleO/GeneralExplanation/Explanation0The 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/GeneralExplanation/Explanation1The Board of Directors is elected by the membership utilizing their one vote per member.
IRS990ScheduleO/GeneralExplanation/Explanation2Each member has one vote to utilize in ratifying significant decisions beyond the authority of the Board as outlined in the organization9s 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/GeneralExplanation/Explanation3The 990 will be reviewed by the Vice President of Finance of Fox Communities Credit Union, the credit union Sunrise merged with, prior to submission.
IRS990ScheduleO/GeneralExplanation/Explanation4Annually the officers and directors fill out a conflict of interest form disclosing any conflicts. These are then given to the internal auditor for review.
IRS990ScheduleO/GeneralExplanation/Explanation5Wage proposals are submitted to the personnel committee for review. The committee then submits the proposal to the board for review and approval. Changes can be made at any step in the process.
IRS990ScheduleO/GeneralExplanation/Explanation6Wage proposals are submitted to the personnel committee for review. The committee then submits the proposal to the board for approval.
IRS990ScheduleO/GeneralExplanation/Explanation7The Financial statements are posted in the lobby. Quarterly the 5300 report is done and submitted to the NCUA. Annually a report is given to the membership at the annual meeting. The Bylaws and Conflict of Interest Policy would be available upon request
IRS990ScheduleO/GeneralExplanation/Explanation8The Credit Union merged with Fox Communities Credit Union during 2012.
IRS990ScheduleO/GeneralExplanation/Explanation9Net Asset Balance at the time of merger. All Net Assets were transferred to Fox Communities Credit Union as part of a merger.
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/Identifier2O03
IRS990ScheduleO/GeneralExplanation/Identifier3O04
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IRS990ScheduleO/GeneralExplanation/Identifier8O09
IRS990ScheduleO/GeneralExplanation/Identifier9O10
IRS990ScheduleO/GeneralExplanation/ReturnReference0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1Member election for additional members Part VI line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference2Governing body decisions Part VI line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990 governing body review Part VI line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/GeneralExplanation/ReturnReference7Governing documents etc available to public Part VI line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference8Cessation of or significant change to any program service Part III line 3
IRS990ScheduleO/GeneralExplanation/ReturnReference9Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode054303
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IRS990/Travel/Total0650
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IRS990/UponRequest0X
IRS990/WebSite0www.sunrisecu.org
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01950
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0390977647
ReturnHeader/Filer/Name/BusinessNameLine10Sunrise Credit Union
ReturnHeader/Filer/NameControl0SUNR
ReturnHeader/Filer/USAddress/AddressLine10505 Clinton St
ReturnHeader/Filer/USAddress/City0Green Bay
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054303
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-04-22
ReturnHeader/Officer/Name0Calvin Radue
ReturnHeader/Officer/Phone09204367744
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-05-13
ReturnHeader/PreparerFirm/EIN0391127312
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WCUL Services Corp
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10N25W23131 Paul Rd Suite 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Pewaukee
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053072
ReturnHeader/Preparer/Name0Cari Thompson
ReturnHeader/Preparer/Phone02625490200
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T18:33:32-05:00

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