Civic Intelligence

Unison Credit Union

990 • Fiscal year 2018 • EIN 39-1134930

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 09, 2019

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

57th percentile

0.90x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

20.66x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Net Margin

35th percentile

10%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$260,738

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2018

Asset Growth

20th percentile

0.0%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

15%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$211,974,593

Up $52,607 (+0.0%) from 2017

Net Assets

Up

$22,085,742

Up $960,125 (+4.5%) from 2017

Liabilities

Down

$189,888,851

Down $907,518 (-0.5%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin35th percentile

Revenue

Up

$9,190,863

Up $1,169,887 (+15%) from 2017

Expenses

Up

$8,271,080

Up $569,216 (+7.4%) from 2017

Net Income

Up

$919,783

Up $600,671 (+188%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2018

Assets$211,974,593
Liabilities$189,888,851
Net Assets$22,085,742
Open 2018 Filing

Operations Trend

Revenue Growth77th 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

2018

Revenue$9,190,863
Expenses$8,271,080
Net Income$919,783
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 9, 2019
Return Version
2018v3.1
Gross Receipts
$9,719,247
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-$145,251,421-
Investments Other Securities$48,438,705$47,846,305▼ $592,400
Rtn Earn Endowment Incm Other Fnds$21,125,617$22,085,742▲ $960,125
Land, Buildings, and Equipment, Net$7,951,356$7,659,673▼ $291,683
Cash and Non-Interest-Bearing Accounts$3,553,078$3,246,515▼ $306,563
Savings and Temporary Cash Investments$7,386,279$2,774,525▼ $4,611,754
Receivables From Officers Etc-$2,266,182-
Prepaid Expenses and Deferred Charges$291,322$292,746▲ $1,424
Intangible Assets$250,000$243,750▼ $6,250
Accounts Receivable$139,699,657$33,958▼ $139,665,699
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$211,921,986$211,974,593▲ $52,607
Other Assets Total$4,351,589$2,359,518▼ $1,992,071
Liabilities
Other Liabilities$188,052,018$187,493,336▼ $558,682
Accounts Payable and Accrued Expenses$2,744,351$2,395,515▼ $348,836
Total Liabilities$190,796,369$189,888,851▼ $907,518
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,125,617$22,085,742▲ $960,125
Total Liabilities and Net Assets / Fund Balance$211,921,986$211,974,593▲ $52,607

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,262,925$2,257,132$6,520,057
Equipment$805,875$2,026,827$2,832,702
Land$2,221,301-$2,221,301
Leasehold Improvements$369,572$747,364$1,116,936
Other Securities$1,048,488--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark HietpasCEOFT$219,337$41,401$260,738
Catherine KariCOOFT$131,332$8,987$140,319
Charles MartinCFOFT$83,888$17,599$101,487

Board Members and Trustees

NameTitle
Joseph VerhagenChairman
James FettVice Chairman
Carol WedigBoard Member
David VandeheyBoard Member
Kelly KellyBoard Member
Mark KjorlieBoard Member
Susan DudaBoard Member
Daniel ValentynBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
ElementMarketing2081 PROFIT PLACE, De Pere, WI 54115$677,552
Cu AnswersCore Processing Services6000 28TH ST, Grand Rapids, MI 49546$495,958
First Data Processing INCDebit Card Processing1100 CARR RD, Wilmington, DE 19809$255,550
FisCredit Card ProcessingPO BOX 4535, Carol Stream, IL 60197$142,211
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,956,107
Investment Income
$1,234,756
Other Revenue
$0
Change in Net Assets
$919,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,914,699
Salaries, Compensation, and Employee Benefits$3,621,537
Grants and Similar Amounts Paid$12,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,514,199
Advertising---$835,369
Benefits to Members---$722,344
Depreciation Depletion---$518,051
Current Officers, Directors, Trustees, and Key Employees---$502,544
Office Expenses---$439,908
Other Employee Benefits---$270,929
Occupancy---$263,373
Information Technology---$259,198
Payroll Taxes---$226,980
Pension Plan Contributions---$106,885
Insurance---$58,692
Other Expenses---$54,092
Conferences and Meetings---$50,081
Fees for Services Legal---$39,409
All Other Expenses---$26,236
Fees for Services Accounting---$23,272
Grants to Domestic Orgs---$12,500
Interest---$661
Total Functional Expenses$0$0$0$8,271,080
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kaukauna Public LibraryKaukauna, WI-Building Fund Installment and Battle of the Books$12,500
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-$2,266,182-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members Savings and Certificates$187,493,336
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

“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 A, Line 7B

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

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

“Ceo reviews the prepared form 990 for accuracy prior to mailing out 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. This process was most recently completed in 2018.”

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 Hieptas
Title
President/CEO
Phone
9207666000
Signed
2019-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Hieptas
Formed
1932
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
8
Employees
74
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
425 JULIE STREET PO BOX 547, TOMAH, WI 54656
Preparer
Terrie Gaarder CPA
Phone
6083722177
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The credit union added remote deposit capture (rdc).”

FORM 990, PART XI, LINE 9:

“Py adjustment in net assets 250,000. Rounding 1.”

Raw XML AppendixShowing 400 of 505 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/IntangibleAssetsGrp/EOYAmt0243750
IRS990/InterestGrp/TotalAmt0661
IRS990/InvestmentIncomeGrp/ExclusionAmt01247945
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01247945
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt048438705
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt047846305
IRS990/IRPDocumentCnt05363
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05031323
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07951356
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07659673
IRS990/LandBldgEquipCostOrOtherBssAmt012690996
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt029744
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0498640
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. 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 HOW WE DO IT. THE MISSION OF UNISON CREDIT UNION IS BUILT ON THE GUIDING PRINCIPLES OF INTEGRITY, CONFIDENTIALITY, FINANCIAL SOUNDNESS AND COMMUNITY INVOLVEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021125617
IRS990/NetAssetsOrFundBalancesEOYAmt022085742
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13189
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13189
IRS990/NetUnrelatedBusTxblIncmAmt0-1728
IRS990/NetUnrlzdGainsLossesInvstAmt0-209659
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0263373
IRS990/OfficeExpensesGrp/TotalAmt0439908
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04351589
IRS990/OtherAssetsTotalGrp/EOYAmt02359518
IRS990/OtherChangesInNetAssetsAmt0250001
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0270929
IRS990/OtherExpensesGrp/Desc0OTHER PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3ASSOCIATION DUES
IRS990/OtherExpensesGrp/TotalAmt0915996
IRS990/OtherExpensesGrp/TotalAmt1227453
IRS990/OtherExpensesGrp/TotalAmt2202908
IRS990/OtherExpensesGrp/TotalAmt354092
IRS990/OtherLiabilitiesGrp/BOYAmt0188052018
IRS990/OtherLiabilitiesGrp/EOYAmt0187493336
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherSalariesAndWagesGrp/TotalAmt02514199
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0145251421
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0226980
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0106885
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0291322
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0292746
IRS990/PrincipalOfficerNm0MARK HIEPTAS
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/RelatedOrExemptFuncIncomeAmt05861240
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11216038
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2594226
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3261174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05861240
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11239467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2594226
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3261174
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt023429
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0967352
IRS990/PYOtherExpensesAmt04331041
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07053624
IRS990/PYRevenuesLessExpensesAmt0319112
IRS990/PYSalariesCompEmpBnftPaidAmt03370823
IRS990/PYTotalExpensesAmt07701864
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08020976
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt02266182
IRS990/ReconcilationRevenueExpnssAmt0919783
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt021125617
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022085742
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07386279
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02774525
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04262925
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02257132
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06520057
IRS990ScheduleD/EquipmentGrp/BookValueAmt0805875
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02026827
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02832702
IRS990ScheduleD/LandGrp/BookValueAmt02221301
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02221301
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0369572
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0747364
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01116936
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0187493336
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SAVINGS AND CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt018149156
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11057385
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22728000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31500000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt43131156
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt514672229
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt61703319
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt73518272
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8338300
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt91048488
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/TotalBookValueLandBuildingsAmt07659673
IRS990ScheduleD/TotalBookValueSecuritiesAmt047846305
IRS990ScheduleD/TotalLiabilityAmt0187493336
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BUILDING FUND INSTALLMENT AND BATTLE OF THE BOOKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KAUKAUNA PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0207 THILMANY RD STE 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KAUKAUNA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054130
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0219337
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0210
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018621
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt08339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK HIETPAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0260738
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02266182
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,974,593
Liabilities
$189,888,851
Net assets
$22,085,742
Revenue
$9,190,863
Expenses
$8,271,080
Net income
$919,783
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
2018Detailed filing. Detailed filing data is available for this year.$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