Civic Intelligence

Unison Credit Union

990 • Fiscal year 2020 • EIN 39-1134930

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

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

42nd percentile

0.89x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

21.93x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Net Margin

84th percentile

19%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

25th percentile

$314,491

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2020

Asset Growth

43rd percentile

16%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

5.8%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$260,104,059

Up $36,207,429 (+16%) from 2019

Net Assets

Up

$27,571,702

Up $3,531,657 (+15%) from 2019

Liabilities

Up

$232,532,357

Up $32,675,772 (+16%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin84th percentile

Revenue

Up

$10,602,829

Up $584,967 (+5.8%) from 2019

Expenses

Down

$8,553,383

Down $220,178 (-2.5%) from 2019

Net Income

Up

$2,049,446

Up $805,145 (+65%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$260,104,059
Liabilities$232,532,357
Net Assets$27,571,702
Open 2020 Filing

Operations Trend

Revenue Growth79th 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

2020

Revenue$10,602,829
Expenses$8,553,383
Net Income$2,049,446
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$23,304,926
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$150,050,179$138,443,426▼ $11,606,753
Investments Other Securities$50,801,094$77,988,655▲ $27,187,561
Rtn Earn Endowment Incm Other Fnds$24,040,045$27,571,702▲ $3,531,657
Savings and Temporary Cash Investments$7,570,738$24,580,410▲ $17,009,672
Land, Buildings, and Equipment, Net$7,367,541$7,080,250▼ $287,291
Receivables From Officers Etc$2,315,811$5,393,626▲ $3,077,815
Cash and Non-Interest-Bearing Accounts$3,023,034$3,567,025▲ $543,991
Prepaid Expenses and Deferred Charges$295,004$282,926▼ $12,078
Accounts Receivable$121,124$73,103▼ $48,021
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$223,896,630$260,104,059▲ $36,207,429
Other Assets Total$2,352,105$2,694,638▲ $342,533
Liabilities
Other Liabilities$197,696,260$226,226,044▲ $28,529,784
Mortgage Notes Payable Secured by Investment Property-$4,000,000-
Accounts Payable and Accrued Expenses$2,160,325$2,306,313▲ $145,988
Total Liabilities$199,856,585$232,532,357▲ $32,675,772
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,040,045$27,571,702▲ $3,531,657
Total Liabilities and Net Assets / Fund Balance$223,896,630$260,104,059▲ $36,207,429

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,929,860$2,590,197$6,520,057
Equipment$646,252$2,241,807$2,888,059
Land$2,221,301-$2,221,301
Leasehold Improvements$282,837$899,108$1,181,945
Other Securities$1,071,604--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark HietpasCEOFT$260,305$54,186$314,491
Catherine KariCOOFT$151,200$17,815$169,015
Charles MartinCFOFT$128,720$39,140$167,860
Chad Van HandelCLOFT$118,796$32,167$150,963
Kelli ClussmanVP of MarketingFT$115,474$5,061$120,535

Board Members and Trustees

NameTitle
Joe VerhagenChairman of the Board
Jim FettVice Chairman Fo the Board
Carol WedigBoard Member
David Van De HeyBoard Member
Kelly KellyBoard Member
Mark KjorlieBoard Member
Sue DudaBoard Member
Daniel ValentynBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Cu AnswersCore Processing Services6000 28TH ST, Grand Rapids, MI 49546$412,451
First Data Processing INCDebit Card Processing1100 CARR RD, Wilmington, DE 19809$302,654
FisCredit Card ProcessingPO BOX 4535, Carol Stream, IL 60197$159,403
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,930,402
Investment Income
$1,672,427
Other Revenue
$0
Change in Net Assets
$2,049,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,295,326
Other Expenses$3,312,066
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,657,581
Benefits to Members---$930,991
Current Officers, Directors, Trustees, and Key Employees---$922,864
Office Expenses---$850,455
Depreciation Depletion---$514,579
Other Employee Benefits---$306,749
Payroll Taxes---$258,347
Occupancy---$250,973
Information Technology---$235,063
Advertising---$222,511
Pension Plan Contributions---$149,785
Insurance---$62,413
Other Expenses---$48,990
Conferences and Meetings---$41,158
Fees for Services Legal---$33,262
Fees for Services Accounting---$30,656
All Other Expenses---$20,589
Grants to Domestic Orgs---$15,000
Interest---$1
Total Functional Expenses$0$0$0$8,553,383
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin Veterand VillageAppleton, WI501(c)(3)Funding for the Construction of Affordable Housing for Veterans.$15,000
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$2,315,811$5,393,626▲ $3,077,815
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members Savings and Certificates$226,226,044
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 1

“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

“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 2020.”

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
2021-11-04
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
70
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 XI, LINE 9:

“ROUNDING -3.”

Raw XML AppendixShowing 400 of 582 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/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIRMAN FO THE BOARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt015000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013143754
IRS990/GrossReceiptsAmt023304926
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0235063
IRS990/InsuranceGrp/TotalAmt062413
IRS990/InterestGrp/TotalAmt01
IRS990/InvestmentIncomeGrp/ExclusionAmt01230770
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01230770
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt050801094
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt077988655
IRS990/IRPDocumentCnt05504
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05731112
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07367541
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07080250
IRS990/LandBldgEquipCostOrOtherBssAmt012811362
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012702097
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/EOYAmt04000000
IRS990/NetAssetsOrFundBalancesBOYAmt024040045
IRS990/NetAssetsOrFundBalancesEOYAmt027571702
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0441657
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0441657
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01482214
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0250973
IRS990/OfficeExpensesGrp/TotalAmt0850455
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02352105
IRS990/OtherAssetsTotalGrp/EOYAmt02694638
IRS990/OtherChangesInNetAssetsAmt0-3
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0306749
IRS990/OtherExpensesGrp/Desc0OTHER PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc3ASSOCIATION DUES
IRS990/OtherExpensesGrp/TotalAmt0697995
IRS990/OtherExpensesGrp/TotalAmt1207894
IRS990/OtherExpensesGrp/TotalAmt295527
IRS990/OtherExpensesGrp/TotalAmt348990
IRS990/OtherLiabilitiesGrp/BOYAmt0197696260
IRS990/OtherLiabilitiesGrp/EOYAmt0226226044
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherSalariesAndWagesGrp/TotalAmt02657581
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0150050179
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0138443426
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0258347
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0149785
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0295004
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0282926
IRS990/PrincipalOfficerNm0MARK HIETPAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06102213
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11220185
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2999890
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3589707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06102213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11220185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2999890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3608114
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt018407
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01095338
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt012500
IRS990/PYInvestmentIncomeAmt01397928
IRS990/PYOtherExpensesAmt03666334
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08619934
IRS990/PYRevenuesLessExpensesAmt01244301
IRS990/PYSalariesCompEmpBnftPaidAmt03999389
IRS990/PYTotalExpensesAmt08773561
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010017862
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt02315811
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt05393626
IRS990/ReconcilationRevenueExpnssAmt02049446
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt024040045
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027571702
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07570738
IRS990/SavingsAndTempCashInvstGrp/EOYAmt024580410
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03929860
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02590197
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06520057
IRS990ScheduleD/EquipmentGrp/BookValueAmt0646252
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02241807
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02888059
IRS990ScheduleD/LandGrp/BookValueAmt02221301
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02221301
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0282837
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0899108
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01181945
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0226226044
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS SAVINGS AND CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt045603413
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11057385
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2498000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt323505907
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt42423655
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt53328691
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6500000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt71071604
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FEDERAL AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SHARE DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CERTIFICATE OF DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CMO
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MBS PASS THRU
IRS990ScheduleD/OtherSecuritiesGrp/Desc5SBA FLOATING RATE SECURITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc6FHLB PAID IN CAPITAL DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc7CHARITABLE DONATIONS ACCT (INSURANCE)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07080250
IRS990ScheduleD/TotalBookValueSecuritiesAmt077988655
IRS990ScheduleD/TotalLiabilityAmt0226226044
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDING FOR THE CONSTRUCTION OF AFFORDABLE HOUSING FOR VETERANS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WISCONSIN VETERAND VILLAGE
IRS990ScheduleI/RecipientTable/RecipientEIN0822839384
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02919 W GLENPARK DR STE 500
IRS990ScheduleI/RecipientTable/USAddress/CityNm0APPLETON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054914
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS WERE PASS-THROUGHS OF GRANTS RECEIVED FROM THE FEDERAL HOME LOAN BANK AND WERE DISTRIBUTED TO BUSINESSES TO PROVIDE COVID RELIEF. THERE WAS NOT A DESIGNATED USE OF THE FUNDS AND COULD BE USED AS NEEDED BY THE BUSINESSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0260305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1151200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2128720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3118796
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount011808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount17167
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount210227
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount34682
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,104,059
Liabilities
$232,532,357
Net assets
$27,571,702
Revenue
$10,602,829
Expenses
$8,553,383
Net income
$2,049,446
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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