Civic Intelligence

Unison Credit Union

EIN 39-1134930 • 501(c)14 • Kaukauna, WI

View Organization Page

Profile

The mission of unison credit union is to provide exceptional service to our members.

PO Box 260Kaukauna, WI 54130

www.unisoncu.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.93x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

45th percentile

15.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

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

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

75th percentile

6.3%

Faster asset growth than 75% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

96th percentile

37%

Faster revenue growth than 96% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

$338,931,066

No earlier filing loaded for comparison.

Liabilities

$313,756,104

No earlier filing loaded for comparison.

Net Assets

$25,174,962

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue45th percentileNet Margin72nd percentile

Revenue

$20,805,879

No earlier filing loaded for comparison.

Expenses

$17,654,609

No earlier filing loaded for comparison.

Net Income

$3,151,270

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$400M$300M$200M$100M$0Assets 2010: $151,156,558Liabilities 2010: $133,298,968Net Assets 2010: $17,857,5902010Assets 2011: $160,174,109Liabilities 2011: $141,736,839Net Assets 2011: $18,437,2702011Assets 2012: $169,417,181Liabilities 2012: $150,511,397Net Assets 2012: $18,905,7842012Assets 2013: $174,460,834Liabilities 2013: $155,653,859Net Assets 2013: $18,806,9752013Assets 2014: $182,724,545Liabilities 2014: $162,909,181Net Assets 2014: $19,815,3642014Assets 2015: $199,595,670Liabilities 2015: $179,245,535Net Assets 2015: $20,350,1352015Assets 2017: $211,921,986Liabilities 2017: $190,796,369Net Assets 2017: $21,125,6172017Assets 2018: $211,974,593Liabilities 2018: $189,888,851Net Assets 2018: $22,085,7422018Assets 2019: $223,896,630Liabilities 2019: $199,856,585Net Assets 2019: $24,040,0452019Assets 2020: $260,104,059Liabilities 2020: $232,532,357Net Assets 2020: $27,571,7022020Assets 2021: $286,345,592Liabilities 2021: $259,609,508Net Assets 2021: $26,736,0842021Assets 2022: $299,910,600Liabilities 2022: $281,800,483Net Assets 2022: $18,110,1172022Assets 2024: $338,931,066Liabilities 2024: $313,756,104Net Assets 2024: $25,174,9622024

Highlighted filing

2024

Assets$338,931,066
Liabilities$313,756,104
Net Assets$25,174,962
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$30M$20M$10M$0Expenses 2010: $7,166,6782010Revenue 2011: $7,218,164Expenses 2011: $6,638,484Net Income 2011: $579,6802011Revenue 2012: $6,795,398Expenses 2012: $6,327,610Net Income 2012: $467,7882012Revenue 2013: $6,543,119Expenses 2013: $6,317,213Net Income 2013: $225,9062013Revenue 2014: $6,874,679Expenses 2014: $6,156,346Net Income 2014: $718,3332014Revenue 2015: $7,050,572Expenses 2015: $6,473,323Net Income 2015: $577,2492015Revenue 2017: $8,020,976Expenses 2017: $7,701,864Net Income 2017: $319,1122017Revenue 2018: $9,190,863Expenses 2018: $8,271,080Net Income 2018: $919,7832018Revenue 2019: $10,017,862Expenses 2019: $8,773,561Net Income 2019: $1,244,3012019Revenue 2020: $10,602,829Expenses 2020: $8,553,383Net Income 2020: $2,049,4462020Revenue 2021: $9,861,297Expenses 2021: $8,853,665Net Income 2021: $1,007,6322021Revenue 2022: $11,161,425Expenses 2022: $9,912,614Net Income 2022: $1,248,8112022Revenue 2024: $20,805,879Expenses 2024: $17,654,609Net Income 2024: $3,151,2702024

Highlighted filing

2024

Revenue$20,805,879
Expenses$17,654,609
Net Income$3,151,270
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$338,931,066
Liabilities
$313,756,104
Net assets
$25,174,962
Revenue
$20,805,879
Expenses
$17,654,609
Net income
$3,151,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$339$314$25.2$20.8$17.7$3.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$300$282$18.1$11.2$9.91$1.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$286$260$26.7$9.86$8.85$1.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$260$233$27.6$10.6$8.55$2.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$200$24.0$10.0$8.77$1.24
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$212$190$22.1$9.19$8.27$0.92
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$212$191$21.1$8.02$7.70$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$200$179$20.4$7.05$6.47$0.58
2014Detailed filing. Detailed filing data is available for this year.$183$163$19.8$6.87$6.16$0.72
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$174$156$18.8$6.54$6.32$0.23
2012Summary only. Only limited summary data is available for this year.$169$151$18.9$6.80$6.33$0.47
2011Summary only. Only limited summary data is available for this year.$160$142$18.4$7.22$6.64$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$151$133$17.9$7.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$20,815,770
Mission and Program Overview

Mission

The mission of unison credit union is to provide exceptional service to our members. We realize the fact that offering a full range of financial services to our members does not make us unique to our competition. We differentiate ourselves from the competition not by what we do, but rather in how we do it. The mission of unison credit union is built on the guiding principles of integrity, confidentiality, financial soundness and community involvement.

A member-owned, not-for-profit, cooperative financial institution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$183,058,362$199,838,357▲ $16,779,995
Investments Other Securities$96,214,409$103,308,608▲ $7,094,199
Rtn Earn Endowment Incm Other Fnds$21,225,647$25,174,962▲ $3,949,315
Savings and Temporary Cash Investments$21,895,757$12,963,563▼ $8,932,194
Land, Buildings, and Equipment, Net$6,618,076$6,901,717▲ $283,641
Receivables From Officers Etc$5,573,620$5,634,956▲ $61,336
Cash and Non-Interest-Bearing Accounts$4,591,830$4,891,436▲ $299,606
Accounts Receivable$319,554$553,567▲ $234,013
Prepaid Expenses and Deferred Charges$498,184$443,141▼ $55,043
Intangible Assets$229,437$216,450▼ $12,987
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$322,669,489$338,931,066▲ $16,261,577
Other Assets Total$3,670,260$4,179,271▲ $509,011
Liabilities
Other Liabilities$287,466,300$294,638,517▲ $7,172,217
Mortgage Notes Payable Secured by Investment Property$10,500,000$17,000,000▲ $6,500,000
Accounts Payable and Accrued Expenses$3,477,542$2,117,587▼ $1,359,955
Total Liabilities$301,443,842$313,756,104▲ $12,312,262
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,225,647$25,174,962▲ $3,949,315
Total Liabilities and Net Assets / Fund Balance$322,669,489$338,931,066▲ $16,261,577

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,329,523$3,162,184$6,491,707
Equipment$864,266$3,172,369$4,036,635
Land$2,221,301-$2,221,301
Leasehold Improvements$486,627$1,248,499$1,735,126
Other Securities$2,787,248--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark HietpasCEOFT$293,916$93,441$387,357
Charles MartinCFOFT$184,111$58,976$243,087
Catherine KariExecutive Vice PresidentFT$192,285$23,275$215,560
Vicki RunningCIOFT$147,739$47,774$195,513
Chad Van HandelChief Commercial OfficerFT$136,075$55,565$191,640
Ryan HuebnerChief Member Service OfficerFT$150,411$26,828$177,239
Kelli ClussmanChief Marketing OfficerFT$136,999$13,217$150,216

Board Members and Trustees

NameTitle
Joe VerhagenChairman of the Board
Jim FettVice Chairman of the Board
Carol WedigBoard Member
David Van De HeyBoard Member
Giovanna FellerBoard Member
Kelly KellyBoard Member
Kenneth Ruben WittmanBoard Member
Daniel ValentynBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservDebit Card And Credit Card Processing, A600 N VEL R PHILLIPS AVE, Milwaukee, WI 53203$660,526
Cu AnswersCore Data Processing Services6000 28TH ST, Grand Rapids, MI 49546$554,124
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,652,614
Investment Income
$7,153,265
Other Revenue
$0
Change in Net Assets
$3,151,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,805,878
Revenue Not Reported on Financial Statements
$1
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$1
Total Revenue per Audited Statements
$20,805,878
Total Revenue per Form 990
$20,805,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,187,898
Salaries, Compensation, and Employee Benefits$5,644,039
Grants and Similar Amounts Paid$117,013
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,705,659
Other Salaries and Wages---$3,167,173
Interest---$2,369,938
Current Officers, Directors, Trustees, and Key Employees---$1,560,612
Office Expenses---$1,446,272
Fees for Services Other---$961,644
Depreciation Depletion---$530,344
Other Employee Benefits---$437,630
Payroll Taxes---$333,763
Occupancy---$266,685
Pension Plan Contributions---$144,861
Grants to Domestic Orgs---$117,013
Fees for Services Accounting---$78,750
Other Expenses---$62,740
Travel---$53,680
All Other Expenses---$28,451
Total Functional Expenses$0$0$0$17,654,609

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,654,609
Expenses per Audited Statements$17,654,608
Total Expenses per Audited Statements$17,654,608
Expenses Not Reported on Financial Statements$1
Other Expense Adjustments$1
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of KaukaunaKaukauna, WIGovernmentFox River Boardwalk Crossing, Kaukauna Municipal Pool Project, Tap Takeover Sponsorship$37,000
Spierings Cancer FoundationLittle Chute, WI501c3Cancer Foundation Sponsorship$10,000
Heart of the Valley Chamber of CommerceKaukauna, WI501c6Multiple Activity Sponsorship$6,850
Police Lights of ChristmasGreen Bay, WI501c3Donation$5,766
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$5,573,620$5,634,956▲ $61,336
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members Savings and Certificates$294,638,517
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“Mark hietpas is also ceo/president of the credit union.”

Form 990, Part VI, Section A, Line 6

“All members are equal and require a $5 share deposit.”

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

“An annual meeting is held where all members are allowed one vote to elect individuals to open positions on our board of directors.”

Form 990, Part VI, Section B, Line 11B

“The ceo and cfo review the prepared form 990 for accuracy prior to filing the form”

Form 990, Part VI, Section B, Line 15

“Board of directors review ceo's compensation and look at surveys from cuna and the wisconsin credit union league. The ceo and management team review all other employees and bases compensation on the surveys and job performance. All compensation decisions are documented in employee files. The process described here was last completed in 2024.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Unison Credit Union
EIN
39-1134930
Phone
9207666000
Address
PO BOX 260, KAUKAUNA, WI 54130

Signing Officer

Name
Mark Hietpas
Title
President/CEO
Phone
9207666000
Signed
2025-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Hietpas
Formed
1932
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
8
Employees
88
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
109 N MAIN STREET SUITE 200, AUSTIN, MN 55912
Preparer
Tanya Medgaarden
Phone
5074347000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There were no changes to this process.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, under internal revenue code 501(c)(14), from most federal and state income taxes. The credit union has filed tax returns in the past for activities it has deemed taxable as unrelated business income. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december, 31 2024. The credit union's 2021 through 2023 tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING - 1”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING - 1”

Raw XML AppendixShowing 400 of 672 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm13RYAN HUEBNER
IRS990/Form990PartVIISectionAGrp/PersonNm14KELLI CLUSSMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0325429
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF COMMERCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF MEMBER SERVICE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF MARKETING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01932
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0117013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt06250
IRS990/GrossReceiptsAmt020815770
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt0229437
IRS990/IntangibleAssetsGrp/EOYAmt0216450
IRS990/InterestGrp/TotalAmt02369938
IRS990/InvestmentIncomeGrp/ExclusionAmt07156906
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0103308608
IRS990/IRPDocumentCnt07999
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07583052
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06618076
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06901717
IRS990/LandBldgEquipCostOrOtherBssAmt014484769
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt09891
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF UNISON CREDIT UNION IS TO PROVIDE EXCEPTIONAL SERVICE TO OUR MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010500000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt017000000
IRS990/NetAssetsOrFundBalancesBOYAmt021225647
IRS990/NetAssetsOrFundBalancesEOYAmt025174962
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3641
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3641
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0798045
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0266685
IRS990/OfficeExpensesGrp/TotalAmt01446272
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03670260
IRS990/OtherAssetsTotalGrp/EOYAmt04179271
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0437630
IRS990/OtherExpensesGrp/Desc0CREDIT LOSS EXPENSE
IRS990/OtherExpensesGrp/Desc1EDUCATION
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0946419
IRS990/OtherExpensesGrp/TotalAmt1223321
IRS990/OtherExpensesGrp/TotalAmt2219654
IRS990/OtherExpensesGrp/TotalAmt362740
IRS990/OtherLiabilitiesGrp/BOYAmt0287466300
IRS990/OtherLiabilitiesGrp/EOYAmt0294638517
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherSalariesAndWagesGrp/TotalAmt03167173
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0183058362
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0199838357
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0333763
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0144861
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0498184
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0443141
IRS990/PrincipalOfficerNm0MARK HIETPAS
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11841706
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11841706
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21407066
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IRS990/PYOtherRevenueAmt021843
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IRS990/PYTotalRevenueAmt016625551
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt05573620
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt05634956
IRS990/ReconcilationRevenueExpnssAmt03151270
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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt03162184
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0864266
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03172369
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04036635
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01
IRS990ScheduleD/ExpensesSubtotalAmt017654608
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02221301
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02221301
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0486627
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01248499
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01735126
IRS990ScheduleD/OtherExpensesNotIncludedAmt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0294638517
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SAVINGS AND CERTIFICATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01057385
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt199463975
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22787248
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SHARE DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AFS SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01
IRS990ScheduleD/RevenueSubtotalAmt020805878
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT, UNDER INTERNAL REVENUE CODE 501(C)(14), FROM MOST FEDERAL AND STATE INCOME TAXES. THE CREDIT UNION HAS FILED TAX RETURNS IN THE PAST FOR ACTIVITIES IT HAS DEEMED TAXABLE AS UNRELATED BUSINESS INCOME. THE CREDIT UNION EVALUATED ITS TAX POSITIONS AND DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER, 31 2024. THE CREDIT UNION'S 2021 THROUGH 2023 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING - 1
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ROUNDING - 1
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06901717
IRS990ScheduleD/TotalBookValueSecuritiesAmt0103308608
IRS990ScheduleD/TotalExpensesPerForm990Amt017654609
IRS990ScheduleD/TotalLiabilityAmt0294638517
IRS990ScheduleD/TotalRevenuePerForm990Amt020805879
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020805878
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017654608
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt037000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt26850
IRS990ScheduleI/RecipientTable/CashGrantAmt35766
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C6
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOX RIVER BOARDWALK CROSSING, KAUKAUNA MUNICIPAL POOL PROJECT, TAP TAKEOVER SPONSORSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CANCER FOUNDATION SPONSORSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MULTIPLE ACTIVITY SPONSORSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF KAUKAUNA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SPIERINGS CANCER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HEART OF THE VALLEY CHAMBER OF COMMERCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3POLICE LIGHTS OF CHRISTMAS
IRS990ScheduleI/RecipientTable/RecipientEIN0396005479
IRS990ScheduleI/RecipientTable/RecipientEIN1264201357
IRS990ScheduleI/RecipientTable/RecipientEIN2390806130
IRS990ScheduleI/RecipientTable/RecipientEIN3363386532
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0144 W 2ND ST

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