Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Liabilities / Revenue
24th percentile
Higher debt load relative to revenue than 24% of similar nonprofits.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
59th percentile
Higher top officer pay than 59% of similar nonprofits.
Top officer pay equals 6.3% of source-year revenue.
Asset Growth
95th percentile
Faster asset growth than 95% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Assets
Up$20,129,284
Up $2,368,201 (+13%) from 2018
Net Assets
Up$2,408,521
Up $380,624 (+19%) from 2018
Liabilities
Up$17,720,763
Up $1,987,577 (+13%) from 2018
Revenue
Up$1,314,857
Up $218,053 (+20%) from 2018
Expenses
Up$934,233
Up $120,082 (+15%) from 2018
Net Income
Up$380,624
Up $97,971 (+35%) from 2018
To provide appropriate financial services to our members so they may increase their personal financial strength and stability.
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 | $15,011,885 | $17,723,816 | ▲ $2,711,931 |
| Rtn Earn Endowment Incm Other Fnds | $2,027,897 | $2,408,521 | ▲ $380,624 |
| Savings and Temporary Cash Investments | $1,839,899 | $1,504,939 | ▼ $334,960 |
| Land, Buildings, and Equipment, Net | $423,018 | $385,122 | ▼ $37,896 |
| Cash and Non-Interest-Bearing Accounts | $290,630 | $315,664 | ▲ $25,034 |
| Investments Program Related | $150,423 | $156,958 | ▲ $6,535 |
| Prepaid Expenses and Deferred Charges | $15,264 | $6,399 | ▼ $8,865 |
| Accounts Receivable | $941 | $573 | ▼ $368 |
| Total Assets | $17,761,085 | $20,129,284 | ▲ $2,368,199 |
| Other Assets Total | $29,025 | $35,813 | ▲ $6,788 |
| Liabilities | |||
| Other Liabilities | $15,693,790 | $17,674,949 | ▲ $1,981,159 |
| Accounts Payable and Accrued Expenses | $39,398 | $45,814 | ▲ $6,416 |
| Total Liabilities | $15,733,188 | $17,720,763 | ▲ $1,987,575 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $2,027,897 | $2,408,521 | ▲ $380,624 |
| Total Liabilities and Net Assets / Fund Balance | $17,761,085 | $20,129,284 | ▲ $2,368,199 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $37,356 | $275,869 | $313,225 |
| Buildings | $215,766 | $65,783 | $281,549 |
| Land | $132,000 | - | $132,000 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Derek Groth | President/ce | FT | $82,500 | $825 | $83,325 |
| Danielle Hilbert | VP/CLO | FT | $60,985 | $610 | $61,595 |
| Name | Title |
|---|---|
| Elizabeth Cummings | Chair |
| Ted Bowen | Vice-chair |
| Armand Lewis Jr | Director |
| David Kiesow | Director |
| Kim Verstegen | Director |
| Sandy Koch | Director |
| Tabitha Miller | Director |
| Paula Pedretti | Secretary |
| Sue Hammerseng | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $612,506 |
| Salaries, Compensation, and Employee Benefits | $321,727 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $143,485 |
| Other Salaries and Wages | - | - | - | $133,698 |
| Occupancy | - | - | - | $73,992 |
| Information Technology | - | - | - | $68,899 |
| Office Expenses | - | - | - | $67,020 |
| Fees for Services Other | - | - | - | $66,341 |
| Other Expenses | - | - | - | $45,832 |
| Payroll Taxes | - | - | - | $27,626 |
| All Other Expenses | - | - | - | $16,006 |
| Conferences and Meetings | - | - | - | $15,439 |
| Insurance | - | - | - | $15,415 |
| Other Employee Benefits | - | - | - | $14,161 |
| Payments to Affiliates | - | - | - | $10,937 |
| Advertising | - | - | - | $5,971 |
| Fees for Services Accounting | - | - | - | $3,394 |
| Pension Plan Contributions | - | - | - | $2,757 |
| Total Functional Expenses | $0 | $0 | $0 | $934,233 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Member Equity | $17,674,949 |
“The credit union changed from a closed charter credit union to community the organization has members. To be a member one must have a share management provdies necessary data to independent preparer who completes”
“The credit union changed from a closed charter credit union to community based charter credit union”
“The organization has members. To be a member one must have a share (savings) account at the credit union.”
“The board of directors is elected by the credit union members. Each member has one vote.”
“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.”
“Management provdies necessary data to independent preparer who completes the return. Management reviews the return for accuracy, and then authorizes the prepareer to e-file the approved return. Management reviews the return with the directors at their next board meeting.”
“The credit union reviews the policy annuall and the board of directors and employees sign they have read.”
“The board reviews the performance of the ceo and uses salary surveys from the league and cuna.”
“No documents available to the public”
“To provide appropriate financial services to health care workers who are”
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 | 39398 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 45814 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 941 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 573 |
| 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 | 5971 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 16006 |
| 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/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 290630 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 315664 |
| IRS990/ChangeToOrgDocumentsInd | 0 | true |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 143485 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 15439 |
| 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 | 29768 |
| IRS990/CYOtherExpensesAmt | 0 | 612506 |
| IRS990/CYOtherRevenueAmt | 0 | 4255 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1280834 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 380624 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 321727 |
| IRS990/CYTotalExpensesAmt | 0 | 934233 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1314857 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 575 LOANS DURING 2019. AS OF 12/31/19, WE HAD 1,044 LOANS TO OUR MEMBERS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 9 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3394 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 66341 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 50.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 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/OfficerInd | 5 | 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 | 825 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 610 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ELIZABETH CUMMINGS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | TED BOWEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PAULA PEDRETTI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | SUE HAMMERSENG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KIM VERSTEGEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAVID KIESOW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | TABITHA MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ARMAND LEWIS JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | SANDY KOCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | DEREK GROTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DANIELLE HILBERT |
| 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 | 82500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 60985 |
| 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/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE-CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | PRESIDENT/CE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | VP/CLO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1960 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1314857 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 68899 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 15415 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 29768 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 29768 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 150423 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 156958 |
| IRS990/IRPDocumentCnt | 0 | 556 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 341652 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 423018 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 385122 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 726774 |
| 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 | 2027897 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2408521 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 73992 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 67020 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 29025 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 35813 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 14161 |
| IRS990/OtherExpensesGrp/Desc | 0 | MEMBER ACCOUNT/CARD FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | PROVISION FOR LOAN LOSS |
| IRS990/OtherExpensesGrp/Desc | 2 | DIVIDENDS TO MEMBERS |
| IRS990/OtherExpensesGrp/Desc | 3 | LOAN SERVICING |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 93315 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 81800 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 48145 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 45832 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 15693790 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 17674949 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 133698 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 15011885 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 17723816 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 10937 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 27626 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 2757 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 15264 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 6399 |
| IRS990/PrincipalOfficerNm | 0 | DEREK GROTH |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 522100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | INTEREST ON LOANS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | OTHER MEMBER FEE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | NON-MEMBER ATM & CHECK CASHIN |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1049911 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 229201 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1049911 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 229201 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1722 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1722 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS WITH 2,403 MEMBERS AT 12/31/19. DURING 2019, WE OPENED 173 NEW DEPOSIT, TRANSACTION, AND INVESTMENT ACCOUNTS. |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | TO PROVIDE APPROPRIATE FINANCIAL SERVICES TO HEALTH CARE WORKERS WHO ARE |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 55647 |
| IRS990/PYOtherExpensesAmt | 0 | 478496 |
| IRS990/PYOtherRevenueAmt | 0 | 4593 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1036564 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 282653 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 335655 |
| IRS990/PYTotalExpensesAmt | 0 | 814151 |
| IRS990/PYTotalRevenueAmt | 0 | 1096804 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 380624 |
| 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 | 4255 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 4255 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 2027897 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 2408521 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1839899 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1504939 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 215766 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 65783 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 281549 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 37356 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 275869 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 313225 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 132000 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 132000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 17674949 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | MEMBER EQUITY |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 385122 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 17674949 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TO PROVIDE APPROPRIATE FINANCIAL SERVICES TO HEALTH CARE WORKERS WHO ARE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE CREDIT UNION CHANGED FROM A CLOSED CHARTER CREDIT UNION TO COMMUNITY THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE MANAGEMENT PROVDIES NECESSARY DATA TO INDEPENDENT PREPARER WHO COMPLETES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE CREDIT UNION CHANGED FROM A CLOSED CHARTER CREDIT UNION TO COMMUNITY BASED CHARTER CREDIT UNION |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | MANAGEMENT PROVDIES NECESSARY DATA TO INDEPENDENT PREPARER WHO COMPLETES THE RETURN. MANAGEMENT REVIEWS THE RETURN FOR ACCURACY, AND THEN AUTHORIZES THE PREPAREER TO E-FILE THE APPROVED RETURN. MANAGEMENT REVIEWS THE RETURN WITH THE DIRECTORS AT THEIR NEXT BOARD MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE CREDIT UNION REVIEWS THE POLICY ANNUALL AND THE BOARD OF DIRECTORS AND EMPLOYEES SIGN THEY HAVE READ. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | THE BOARD REVIEWS THE PERFORMANCE OF THE CEO AND USES SALARY SURVEYS FROM THE LEAGUE AND CUNA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 17761085 |
| IRS990/TotalAssetsEOYAmt | 0 | 20129284 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 17761085 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 20129284 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 9 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 934233 |
| IRS990/TotalGrossUBIAmt | 0 | 1722 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 15733188 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 17720763 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 15733188 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 17720763 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2027897 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2408521 |
| IRS990/TotalOtherCompensationAmt | 0 | 1435 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1280834 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 143485 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 34023 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1279112 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1314857 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1722 |
| IRS990/TotalVolunteersCnt | 0 | 7 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 17761085 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 20129284 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 2346 |
| IRS990/USAddress/CityNm | 0 | OSHKOSH |
| IRS990/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/USAddress/ZIPCd | 0 | 549032346 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | WWW.HEALTHCARECU.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DEREK GROTH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9202331140 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-04-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEALTH CARE CREDIT UNION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAL |
| ReturnHeader/Filer/EIN | 0 | 390992061 |
| ReturnHeader/Filer/PhoneNum | 0 | 9202331140 |
| 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 | F521497B188BA1BFD0BBCCBE1B13B8F832F9BC1E |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | F521497B188BA1BFD0BBCCBE1B13B8F832F9BC1E |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.190.26.28 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-04-06 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 09:36:02 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 811697509 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | AUDIT THREESIXTY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1202 JOHNSON ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ONALASKA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 546502008 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6083173765 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-04-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PETER RASMUSSEN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2020-04-06T09:36:02-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
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