Civic Intelligence

Unison Credit Union

990 • Fiscal year 2017 • EIN 39-1134930

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 01, 2018

Organization ProfileWWW.UNISONCU.ORG

View Organization Page

PO Box 260Kaukauna, WI 54130

(920) 766-6000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.90x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

23.79x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2017

Net Margin

17th percentile

4.0%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$255,600

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2017

Asset Growth

25th percentile

1.4%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

9.7%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

$211,921,986

No earlier filing loaded for comparison.

Net Assets

$21,125,617

No earlier filing loaded for comparison.

Liabilities

$190,796,369

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin17th percentile

Revenue

$8,020,976

No earlier filing loaded for comparison.

Expenses

$7,701,864

No earlier filing loaded for comparison.

Net Income

$319,112

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2017

Assets$211,921,986
Liabilities$190,796,369
Net Assets$21,125,617
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$8,020,976
Expenses$7,701,864
Net Income$319,112
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 1, 2018
Return Version
2017v2.2
Gross Receipts
$8,035,836
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
Accounts Receivable$133,988,439$139,699,657▲ $5,711,218
Investments Other Securities$34,019,325$48,438,705▲ $14,419,380
Rtn Earn Endowment Incm Other Fnds$21,063,241$21,125,617▲ $62,376
Land, Buildings, and Equipment, Net$6,711,078$7,951,356▲ $1,240,278
Savings and Temporary Cash Investments$26,749,806$7,386,279▼ $19,363,527
Cash and Non-Interest-Bearing Accounts$2,903,923$3,553,078▲ $649,155
Prepaid Expenses and Deferred Charges$290,586$291,322▲ $736
Intangible Assets-$250,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$209,039,236$211,921,986▲ $2,882,750
Other Assets Total$4,376,079$4,351,589▼ $24,490
Liabilities
Other Liabilities$184,665,169$188,052,018▲ $3,386,849
Accounts Payable and Accrued Expenses$2,201,571$2,744,351▲ $542,780
Escrow Account Liability$1,109,255$0▼ $1,109,255
Total Liabilities$187,975,995$190,796,369▲ $2,820,374
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,063,241$21,125,617▲ $62,376
Total Liabilities and Net Assets / Fund Balance$209,039,236$211,921,986▲ $2,882,750

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,775,288$2,750,382-
Land$2,221,301--
Equipment$954,767$1,883,584-
Other Securities$1,019,420--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark HietpasCEO & TreasurerFT$222,488$33,112$255,600
Cheri VervoortFormer Executive Vice PresidentFT$37,920$102,073$139,993
Catherine KariCOOFT$115,030$6,694$121,724

Board Members and Trustees

NameTitle
Joseph VerhagenChairman
James FettVice Chairman
Daniel ValentynDirector
David VandeheyDirector
Kelly KellyDirector
Mark KjorlieDirector
Susan DudaDirector
Grace FullerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,053,624
Investment Income
$967,352
Other Revenue
$0
Change in Net Assets
$319,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,331,041
Salaries, Compensation, and Employee Benefits$3,370,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,352,674
Advertising---$797,314
Current Officers, Directors, Trustees, and Key Employees---$483,957
Depreciation Depletion---$457,418
Occupancy---$365,694
Other Employee Benefits---$238,321
Information Technology---$221,173
Payroll Taxes---$209,936
Other Expenses---$161,239
All Other Expenses---$146,108
Office Expenses---$111,606
Pension Plan Contributions---$85,935
Insurance---$59,005
Conferences and Meetings---$54,172
Fees for Services Accounting---$24,220
Fees for Services Legal---$18,814
Travel---$3,263
Total Functional Expenses$0$0$0$7,701,864
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Savings and Certificates$188,052,018
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“MEMBERS”

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

“ONE CLASS OF MEMBERS”

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

“Any changes to the articles of incorporation or by-laws.”

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

“Copies of the form 990 and the form 990-t were given to the chief financial officer. After review, they were presented to the board of directors.”

Form 990, Part VI, Section B, Line 15

“Board of directors reviews ceo's compensation and look at surveys from cuna and the wisconsin credit union league. The ceo and management team review all other employees.”

Form 990, Part VI, Section C, Line 19

“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
CEO
Phone
9207666000
Signed
2018-06-01
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
82
Volunteers
0

Preparer

Firm
Schenck Sc
Address
373 N PIONEER RD, FOND DU LAC, WI 54936-1809
Preparer
Katherine Diederich
Phone
9209212953
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain (loss) on afs securities -256,736.”

Financial Statement Notes

PART IV, LINE 2B:

“Included in the mortgage payments at 12/31/16 are the county real estate taxes held in escrow which are then disbursed when the county issues the statements”

Raw XML AppendixShowing 400 of 468 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/Desc0UNISON IS A FULL SERVICE CREDIT UNION SERVING OUR MEMBERS FROM FIVE LOCATIONS IN KAUKAUNA, LITTLE CHUTE AND WRIGHTSTOWN, INCLUDING A FULLY-OPERATIONAL HIGH SCHOOL BRANCH LOCATED WITHIN KAUKAUNA HIGH SCHOOL.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/MissionDesc0THE 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.
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IRS990/OtherLiabilitiesGrp/BOYAmt0184665169
IRS990/OtherLiabilitiesGrp/EOYAmt0188052018
IRS990/OtherSalariesAndWagesGrp/TotalAmt02352674
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0209936
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt085935
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0290586
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0291322
IRS990/PrincipalOfficerNm0MARK HIETPAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc3INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05329199
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11076316
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2389444
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3237895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05329199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11084378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2389444
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3250603
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt08062
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt112708
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0538609
IRS990/PYOtherExpensesAmt03552525
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06775807
IRS990/PYRevenuesLessExpensesAmt0655430
IRS990/PYSalariesCompEmpBnftPaidAmt03106461
IRS990/PYTotalExpensesAmt06658986
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07314416
IRS990/ReconcilationRevenueExpnssAmt0319112
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt021063241
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt021125617
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026749806
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07386279
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04775288
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02750382
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt07525670
IRS990ScheduleD/EquipmentGrp/BookValueAmt0954767
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01883584
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02838351
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt02221301
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt02221301
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0188052018
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SAVINGS AND CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017599508
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11057385
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23225000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32000000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt43046295
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt513319786
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt62454573
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt74383338
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8333400
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt91019420
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FEDERAL AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SHARE DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CERTIFICATE OF DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CORP CENTRAL CU CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4EMPLOYEE BENEFIT INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5CMO
IRS990ScheduleD/OtherSecuritiesGrp/Desc6MBS PASS THRU
IRS990ScheduleD/OtherSecuritiesGrp/Desc7SBA FLOATING RATE SECURITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc8FHLB PAID IN CAPITAL DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc9CHARITABLE DONATIONS ACCT (INSURANCE)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCLUDED IN THE MORTGAGE PAYMENTS AT 12/31/16 ARE THE COUNTY REAL ESTATE TAXES HELD IN ESCROW WHICH ARE THEN DISBURSED WHEN THE COUNTY ISSUES THE STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07951356
IRS990ScheduleD/TotalBookValueSecuritiesAmt048438705
IRS990ScheduleD/TotalLiabilityAmt0188052018
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0222488
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt137920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0180
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt024593
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt12073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt08339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1100000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK HIETPAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHERI VERVOORT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FORMER EXECUTIVE VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0255600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1139993
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONE CLASS OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CHANGES TO THE ARTICLES OF INCORPORATION OR BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE FORM 990 AND THE FORM 990-T WERE GIVEN TO THE CHIEF FINANCIAL OFFICER. AFTER REVIEW, THEY WERE PRESENTED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD OF DIRECTORS REVIEWS CEO'S COMPENSATION AND LOOK AT SURVEYS FROM CUNA AND THE WISCONSIN CREDIT UNION LEAGUE. THE CEO AND MANAGEMENT TEAM REVIEW ALL OTHER EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAIN (LOSS) ON AFS SECURITIES -256,736.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0209039236
IRS990/TotalAssetsEOYAmt0211921986
IRS990/TotalAssetsGrp/BOYAmt0209039236

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,921,986
Liabilities
$190,796,369
Net assets
$21,125,617
Revenue
$8,020,976
Expenses
$7,701,864
Net income
$319,112
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
2017Detailed filing. Detailed filing data is available for this year.$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