Civic Intelligence

Focus Credit Union

990 • Fiscal year 2013 • EIN 39-1094338

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 01, 2014

Organization Profilewww.focus-cu.com

View Organization Page

N88W14930 Main StreetMenomonee Falls, WI 53051

(262) 255-0833

Siviq Scores

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

Liabilities / Assets

99th percentile

0.94x

Higher debt load relative to assets than 99% of similar nonprofits.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

22nd percentile

15.48x

Higher debt load relative to revenue than 22% of similar nonprofits.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2013

Net Margin

62nd percentile

9.4%

Higher net margin than 62% of similar nonprofits.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

99th percentile

$318,658

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2013

Asset Growth

54th percentile

2.2%

Faster asset growth than 54% of similar nonprofits.

2013 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$40,833,552

Up $896,434 (+2.2%) from 2012

Net Assets

Up

$2,631,290

Up $232,901 (+9.7%) from 2012

Liabilities

Up

$38,202,262

Up $663,533 (+1.8%) from 2012

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin62nd percentile

Revenue

$2,467,591

No earlier filing loaded for comparison.

Expenses

Down

$2,234,685

Down $124,503 (-5.3%) from 2012

Net Income

$232,906

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$60M$40M$20M$0Assets 2010: $37,633,533Liabilities 2010: $35,644,847Net Assets 2010: $1,988,6862010Assets 2011: $37,249,824Liabilities 2011: $35,128,038Net Assets 2011: $2,121,7862011Assets 2012: $39,937,118Liabilities 2012: $37,538,729Net Assets 2012: $2,398,3892012Assets 2013: $40,833,552Liabilities 2013: $38,202,262Net Assets 2013: $2,631,2902013Assets 2014: $40,902,261Liabilities 2014: $38,098,517Net Assets 2014: $2,803,7442014Assets 2015: $42,403,148Liabilities 2015: $39,437,296Net Assets 2015: $2,965,8522015Assets 2016: $44,760,848Liabilities 2016: $41,599,047Net Assets 2016: $3,161,8012016Assets 2017: $44,666,268Liabilities 2017: $41,281,010Net Assets 2017: $3,385,2582017Assets 2018: $44,631,164Liabilities 2018: $41,501,853Net Assets 2018: $3,129,3112018Assets 2019: $44,235,680Liabilities 2019: $40,675,587Net Assets 2019: $3,560,0932019Assets 2020: $50,901,343Liabilities 2020: $47,036,483Net Assets 2020: $3,864,8602020Assets 2021: $57,409,857Liabilities 2021: $53,147,292Net Assets 2021: $4,262,5652021Assets 2022: $58,597,299Liabilities 2022: $53,810,804Net Assets 2022: $4,786,4952022Assets 2024: $59,432,300Liabilities 2024: $52,285,880Net Assets 2024: $7,146,4202024

Highlighted filing

2013

Assets$40,833,552
Liabilities$38,202,262
Net Assets$2,631,290
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,774,3572010Expenses 2011: $2,783,9422011Expenses 2012: $2,359,1882012Revenue 2013: $2,467,591Expenses 2013: $2,234,685Net Income 2013: $232,9062013Revenue 2014: $2,263,183Expenses 2014: $2,090,729Net Income 2014: $172,4542014Revenue 2015: $2,242,058Expenses 2015: $2,079,950Net Income 2015: $162,1082015Revenue 2016: $2,305,160Expenses 2016: $2,109,211Net Income 2016: $195,9492016Revenue 2017: $2,375,603Expenses 2017: $2,152,146Net Income 2017: $223,4572017Revenue 2018: $2,505,913Expenses 2018: $2,761,860Net Income 2018: -$255,9472018Revenue 2019: $2,584,763Expenses 2019: $2,153,981Net Income 2019: $430,7822019Revenue 2020: $2,422,473Expenses 2020: $2,117,709Net Income 2020: $304,7642020Revenue 2021: $2,404,359Expenses 2021: $2,006,652Net Income 2021: $397,7072021Revenue 2022: $2,568,574Expenses 2022: $2,044,643Net Income 2022: $523,9312022Revenue 2024: $3,979,185Expenses 2024: $2,858,426Net Income 2024: $1,120,7592024

Highlighted filing

2013

Revenue$2,467,591
Expenses$2,234,685
Net Income$232,906
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 1, 2014
Return Version
2013v3.1
Gross Receipts
$2,467,591
Mission and Program Overview

Mission

A cooperative, nonprofit corporation, incorporated to encourage thrift among its members, create a source of credit at a fair and reasonable cost, and provide an opportunity for its members to improve their economic and social conditions

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$31,541,961$30,693,746▼ $848,215
Savings and Temporary Cash Investments$3,954,988$5,837,720▲ $1,882,732
Rtn Earn Endowment Incm Other Fnds$2,398,389$2,631,290▲ $232,901
Land, Buildings, and Equipment, Net$2,139,037$2,049,996▼ $89,041
Cash and Non-Interest-Bearing Accounts$924,819$935,286▲ $10,467
Investments Program Related$765,580$787,526▲ $21,946
Prepaid Expenses and Deferred Charges$429,337$413,170▼ $16,167
Total Assets$39,937,118$40,833,552▲ $896,434
Other Assets Total$181,396$116,108▼ $65,288
Liabilities
Other Liabilities$37,333,049$37,735,740▲ $402,691
Accounts Payable and Accrued Expenses$205,680$466,522▲ $260,842
Total Liabilities$37,538,729$38,202,262▲ $663,533
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,398,389$2,631,290▲ $232,901
Total Liabilities and Net Assets / Fund Balance$39,937,118$40,833,552▲ $896,434

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$760,629$441,701$1,202,330
Leasehold Improvements$739,559$230,816$970,375
Land$474,051-$474,051
Equipment$75,757$295,208$370,965
Investment Program Related Org$1,050--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dean WilsonCEOFT$153,189$165,469$318,658
Kim YoungbloodCOOFT$97,173$2,878$100,051
John WeberChair-$540-$540
Sherryl WedelSecretary-$540-$540
Gary VokovitchVice-Chair-$495-$495
James BottoniDirector-$495-$495
Lynn KavelarisDirector-$495-$495
Deana EmeryTreasurer-$405-$405
Ryan CepicanDirector-$405-$405
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,447,714
Investment Income
$14,981
Other Revenue
$4,896
Change in Net Assets
$232,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,321,956
Salaries, Compensation, and Employee Benefits$912,729
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$595,496
Current Officers, Directors, Trustees, and Key Employees---$253,736
Occupancy---$212,159
Office Expenses---$174,014
Information Technology---$121,313
Depreciation Depletion---$113,041
Other Expenses-$105,172-$105,172
Insurance---$66,180
Other Employee Benefits---$63,497
Fees for Services Other---$63,458
Advertising---$43,554
All Other Expenses---$34,387
Payments to Affiliates---$23,402
Conferences and Meetings---$19,179
Fees for Services Accounting---$7,250
Total Functional Expenses$0$0$0$2,234,685
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Members SharesCertificates$37,735,740
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI 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).”

Member election for additional members Part VI line 7A

“The Board of Directors is elected by the membership utilizing their one vote per member”

Governing body decisions Part VI 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 governing body review Part VI line 11

“The CEO and COO review the 990 prior to filing for accuracy compared the data to previous reports filed.”

Conflict of interest policy compliance Part VI line 12C

“There are only three employees that are able to enter into a contract. They would know if that contract was with another employee or board member.”

CEO executive director top management comp Part VI line 15A

“It is stated in the CEO's contract that he will receive an annual review. During this process comparable salary data is provided to the compensation committee for their purview and ultimately their recommendation of package to the board.”

Governing documents etc available to public Part VI line 19

“Available on request.”

Filing and Contact Details

Filer

EIN
39-1094338

Signing Officer

Name
Dean Wilson
Title
CEO
Phone
2622550833
Signed
2014-04-01
Discuss with paid preparer
No

Organization Details

Principal Officer
Dean Wilson
Formed
1964
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
30
Volunteers
7

Preparer

Preparer
Cari Thompson
Phone
2625490200
Supplemental Narrative

Additional Explanations

Unrelated business income explanation Part V line 3B

“The Form 990 T will be filed after the Form 990 has been filed. Estimates related to figures reported on the Form 990T were used to complete the Form 990. If needed an extension will be filed for the Form 990T.”

Raw XML AppendixShowing 400 of 410 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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01584926
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1277349
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt267589
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3502670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01584926
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1277349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213014
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt367589
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4504836
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt013014
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt12166
IRS990/ProgSrvcAccomActy2Grp/Desc0We funded 841 loans during 2013. As of 12/31/13, we had 171 mortgages/home equity lines, 1 member business loan and 2631 consumer loans. We also had 1030 credit card accounts with our members.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt011614
IRS990/PYOtherExpensesAmt01463274
IRS990/PYOtherRevenueAmt09405
IRS990/PYProgramServiceRevenueAmt02614772
IRS990/PYRevenuesLessExpensesAmt0276603
IRS990/PYSalariesCompEmpBnftPaidAmt0895914
IRS990/PYTotalExpensesAmt02359188
IRS990/PYTotalRevenueAmt02635791
IRS990/ReconcilationRevenueExpnssAmt0232906
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt04896
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt04896
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02398389
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02631290
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03954988
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05837720
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0760629
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0441701
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01202330
IRS990ScheduleD/EquipmentGrp/BookValueAmt075757
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0295208
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0370965
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0366065
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1298811
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2100
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3121500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt41050
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0NCUA Capitalization
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Corporate Central PIC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2WICUB
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3CU Service Organization
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4CUMI LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/LandGrp/BookValueAmt0474051
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0474051
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0739559
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0230816
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0970375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt037735740
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Members SharesCertificates
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02049996
IRS990ScheduleD/TotalBookValueProgramRltdAmt0787526
IRS990ScheduleD/TotalLiabilityAmt037735740
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0153189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0165469
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Dean Wilson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0318658
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 T will be filed after the Form 990 has been filed. Estimates related to figures reported on the Form 990T were used to complete the Form 990. If needed an extension will be filed for the Form 990T.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2The Board of Directors is elected by the membership utilizing their one vote per member
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each 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).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The CEO and COO review the 990 prior to filing for accuracy compared the data to previous reports filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5There are only three employees that are able to enter into a contract. They would know if that contract was with another employee or board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6It is stated in the CEO's contract that he will receive an annual review. During this process comparable salary data is provided to the compensation committee for their purview and ultimately their recommendation of package to the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Available on request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Unrelated business income explanation Part V line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt039937118
IRS990/TotalAssetsEOYAmt040833552
IRS990/TotalAssetsGrp/BOYAmt039937118
IRS990/TotalAssetsGrp/EOYAmt040833552
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02234685
IRS990/TotalGrossUBIAmt015180
IRS990/TotalLiabilitiesBOYAmt037538729
IRS990/TotalLiabilitiesEOYAmt038202262
IRS990/TotalLiabilitiesGrp/BOYAmt037538729
IRS990/TotalLiabilitiesGrp/EOYAmt038202262
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02398389
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02631290
IRS990/TotalOtherCompensationAmt0168347
IRS990/TotalProgramServiceRevenueAmt02447714
IRS990/TotalReportableCompFromOrgAmt0253737
IRS990/TotalRevenueGrp/ExclusionAmt019877
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02432534
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02467591
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt015180
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt039937118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040833552
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.focus-cu.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Dean Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02622550833
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10FOCUS Credit Union
ReturnHeader/Filer/BusinessNameControlTxt0FOCU
ReturnHeader/Filer/EIN0391094338
ReturnHeader/Filer/USAddress/AddressLine10N88W14930 Main Street
ReturnHeader/Filer/USAddress/City0Menomonee Falls
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053051
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391127312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WCUL Services Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10N25W23131 Paul Rd Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Pewaukee

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,833,552
Liabilities
$38,202,262
Net assets
$2,631,290
Revenue
$2,467,591
Expenses
$2,234,685
Net income
$232,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.4$52.3$7.15$3.98$2.86$1.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.6$53.8$4.79$2.57$2.04$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.4$53.1$4.26$2.40$2.01$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$47.0$3.86$2.42$2.12$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.2$40.7$3.56$2.58$2.15$0.43
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.6$41.5$3.13$2.51$2.76$0.26
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.7$41.3$3.39$2.38$2.15$0.22
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$44.8$41.6$3.16$2.31$2.11$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$39.4$2.97$2.24$2.08$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.9$38.1$2.80$2.26$2.09$0.17
2013Detailed filing. Detailed filing data is available for this year.$40.8$38.2$2.63$2.47$2.23$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$37.5$2.40$2.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.2$35.1$2.12$2.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$35.6$1.99$3.77