Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Liabilities / Revenue
38th percentile
Higher debt load relative to revenue than 38% of similar nonprofits.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 8.2% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
94th percentile
Faster revenue growth than 94% of similar nonprofits.
Assets
$16,821,905
No earlier filing loaded for comparison.
Net Assets
$1,745,244
No earlier filing loaded for comparison.
Liabilities
$15,076,661
No earlier filing loaded for comparison.
Revenue
$871,700
No earlier filing loaded for comparison.
Expenses
$725,494
No earlier filing loaded for comparison.
Net Income
$146,206
No earlier filing loaded for comparison.
To provide appropriate financial services to health care workers who are employed or reside in winnebago county, wisconsin, so that they may increase their personal financial strength and stability.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $11,169,062 | $13,703,214 | ▲ $2,534,152 |
| Savings and Temporary Cash Investments | $4,170,750 | $2,045,205 | ▼ $2,125,545 |
| Rtn Earn Endowment Incm Other Fnds | $1,599,038 | $1,745,244 | ▲ $146,206 |
| Cash and Non-Interest-Bearing Accounts | $546,220 | $465,294 | ▼ $80,926 |
| Land, Buildings, and Equipment, Net | $426,063 | $401,284 | ▼ $24,779 |
| Investments Program Related | $141,329 | $148,609 | ▲ $7,280 |
| Prepaid Expenses and Deferred Charges | $20,990 | $28,060 | ▲ $7,070 |
| Accounts Receivable | $-10,079 | $-5,576 | ▲ $4,503 |
| Total Assets | $16,484,917 | $16,821,905 | ▲ $336,988 |
| Other Assets Total | $20,582 | $35,815 | ▲ $15,233 |
| Liabilities | |||
| Other Liabilities | $14,866,651 | $15,041,649 | ▲ $174,998 |
| Accounts Payable and Accrued Expenses | $19,228 | $35,012 | ▲ $15,784 |
| Total Liabilities | $14,885,879 | $15,076,661 | ▲ $190,782 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,599,038 | $1,745,244 | ▲ $146,206 |
| Total Liabilities and Net Assets / Fund Balance | $16,484,917 | $16,821,905 | ▲ $336,988 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $239,274 | $42,275 | $281,549 |
| Other Land Buildings | $21,343 | $153,999 | $175,342 |
| Land | $132,000 | - | $132,000 |
| Equipment | $8,667 | $92,047 | $100,714 |
| Investment Program Related Org | $148,609 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Rita Voight | President | FT | $71,459 | $266 | $71,725 |
| Name | Title |
|---|---|
| Elizabeth Cummings | Chairman |
| Ted Bowen | Vice-Chair |
| Cheryl Minerath | Director |
| Geoff Anderson | Director |
| Kim Jones Verstegen | Director |
| Sandy Koch | Director |
| Terry Goodermuth | Director |
| Paula Pedretti | Secretary |
| Sue Hammerseng | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $387,153 |
| Salaries, Compensation, and Employee Benefits | $338,341 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $238,051 |
| Office Expenses | - | - | - | $97,619 |
| Information Technology | - | - | - | $44,876 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $42,339 |
| Payroll Taxes | - | - | - | $29,194 |
| Other Employee Benefits | - | - | - | $26,047 |
| Occupancy | - | - | - | $25,809 |
| Depreciation Depletion | - | - | - | $24,779 |
| All Other Expenses | - | - | - | $16,793 |
| Other Expenses | - | $13,447 | - | $13,447 |
| Insurance | - | - | - | $10,357 |
| Payments to Affiliates | - | - | - | $9,867 |
| Conferences and Meetings | - | - | - | $9,220 |
| Advertising | - | - | - | $7,341 |
| Fees for Services Accounting | - | - | - | $3,890 |
| Pension Plan Contributions | - | - | - | $2,710 |
| Fees for Services Legal | - | - | - | $2,333 |
| Interest | - | - | - | $60 |
| Total Functional Expenses | $0 | $0 | $0 | $725,494 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Member Shares & Deposits | $15,040,263 |
| Accrued Dividends | $1,386 |
“The organization consists of members. To be a member, one must have a share/savings account. Each member has one vote to elect the governing body (Board of Directors).”
“The Board of Directors is elected by the membership utilizing their one vote per member.”
“Each member has one vote to utilize in ratifying significant decisions beyond the authority of the Board as outlined in the organizations bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency (i.e., NCUA, Wisconsin Office of Credit Unions).”
“Form 990 is provided to the board of directors and approved at our next scheduled board meeting.”
“Annual review.”
“The Board of Directors uses salary surveys through CUNA, the League and Oshkosh Area Chamber of Commerce”
“The Board of Directors uses salary surveys through CUNA, the League and Oshkosh Area Chamber of Commerce”
“Available at annual meeting and upon request.”
“Extension filed for the Form 990-T”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 19228 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 35012 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | -10079 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | -5576 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To provide appropriate financial services to health care workers who are employed or reside in Winnebago County, Wisconsin, so that they may increase their personal financial strength and stability. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 7341 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 16793 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Derek Groth |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9202331140 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 2346 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Oshkosh |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 549032346 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 546220 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 465294 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 42339 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 9220 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 40514 |
| IRS990/CYOtherExpensesAmt | 0 | 387153 |
| IRS990/CYOtherRevenueAmt | 0 | 3573 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 827613 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 146206 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 338341 |
| IRS990/CYTotalExpensesAmt | 0 | 725494 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 871700 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 24779 |
| IRS990/Desc | 0 | We funded 416 loans during 2017. As of 12/31/17, we had 28 mortgages/home equity lines, and 388 consumer loans. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 13 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3890 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 2333 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 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/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | 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 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 266 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Elizabeth Cummings |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Paula Pedretti |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Ted Bowen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Sandy Koch |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Kim Jones Verstegen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Sue Hammerseng |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Terry Goodermuth |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Cheryl Minerath |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Geoff Anderson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Rita Voight |
| 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 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 71459 |
| 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/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | President |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1960 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 871700 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartVInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 44876 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 10357 |
| IRS990/InterestGrp/TotalAmt | 0 | 60 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 40514 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 40514 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 141329 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 148609 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 288321 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 426063 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 401284 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 689605 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To provide appropriate financial services to health care workers who are employed or reside in Winnebago County, Wisconsin, so that they may increase their personal financial strength and stability. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1599038 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1745244 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 25809 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 97619 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 20582 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 35815 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 26047 |
| IRS990/OtherExpensesGrp/Desc | 0 | Dividends to Members |
| IRS990/OtherExpensesGrp/Desc | 1 | Provision for Loan Losses |
| IRS990/OtherExpensesGrp/Desc | 2 | Member AccountCard Fees |
| IRS990/OtherExpensesGrp/Desc | 3 | Loan Servicing |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 15291 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 35500 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 69971 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 13447 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 15291 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 35500 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 69971 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 13447 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 14866651 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 15041649 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 238051 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 11169062 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 13703214 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 9867 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 29194 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 2710 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 20990 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 28060 |
| IRS990/PrincipalOfficerNm | 0 | Rita Voight |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 519100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 522100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Interest on Loans |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Other Member Fee Income |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Non-Member ATM |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Non-Member Check Cashng |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 630097 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 195513 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 630097 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 195513 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1998 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 5 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1998 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 5 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | We have deposit, transaction, and investment accounts with 2430 members at 12/31. During 2017, we opened 143 new deposit, transaction and investment accounts. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 31965 |
| IRS990/PYOtherExpensesAmt | 0 | 329238 |
| IRS990/PYOtherRevenueAmt | 0 | 4534 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 705787 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 54298 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 358750 |
| IRS990/PYTotalExpensesAmt | 0 | 687988 |
| IRS990/PYTotalRevenueAmt | 0 | 742286 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 146206 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 3573 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 3573 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1599038 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1745244 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 4170750 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2045205 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 239274 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 42275 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 281549 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 8667 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 92047 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 100714 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 148609 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | NCUA Capitalization |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 132000 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 132000 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 21343 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 153999 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 175342 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 15040263 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 1386 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Member Shares & Deposits |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Accrued Dividends |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 401284 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 148609 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 15041649 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Extension filed for the Form 990-T |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The organization consists of members. To be a member, one must have a share/savings account. Each member has one vote to elect the governing body (Board of Directors). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Board of Directors is elected by the membership utilizing their one vote per member. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Each member has one vote to utilize in ratifying significant decisions beyond the authority of the Board as outlined in the organizations bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency (i.e., NCUA, Wisconsin Office of Credit Unions). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Form 990 is provided to the board of directors and approved at our next scheduled board meeting. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Annual review. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | The Board of Directors uses salary surveys through CUNA, the League and Oshkosh Area Chamber of Commerce |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | The Board of Directors uses salary surveys through CUNA, the League and Oshkosh Area Chamber of Commerce |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Available at annual meeting and upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Unrelated business income explanation Part V line 3b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Governing body decisions Part VI line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | CEO executive director top management comp Part VI line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other officer or key employee compensation Part VI line 15b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Governing documents etc available to public Part VI line 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 16484917 |
| IRS990/TotalAssetsEOYAmt | 0 | 16821905 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 16484917 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 16821905 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 13 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 725494 |
| IRS990/TotalGrossUBIAmt | 0 | 2003 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 14885879 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 15076661 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 14885879 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 15076661 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1599038 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1745244 |
| IRS990/TotalOtherCompensationAmt | 0 | 266 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 827613 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 71459 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 44087 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 825610 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 871700 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 2003 |
| IRS990/TotalVolunteersCnt | 0 | 9 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 16484917 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 16821905 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | www.healthcarecu.org |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Derek Groth |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Financial Analy |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9202331140 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Health Care Credit Union |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAL |
| ReturnHeader/Filer/EIN | 0 | 390992061 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 2346 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oshkosh |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 549032346 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 110D63440C42215569A41D88634943DBED7962F4 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 110D63440C42215569A41D88634943DBED7962F4 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 3922392018317w00c2kz |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-11-13 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 65.30.128.241 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-13 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 22:41:16 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391127312 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WCUL Services Corp |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1 E Main Street Suite 101 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Madison |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53703 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6086404040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Cari Thompson |
| ReturnHeader/ReturnTs | 0 | 2018-11-13T21:29:40-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.