Civic Intelligence

Cone Credit Union

990 • Fiscal year 2018 • EIN 39-1137123

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization ProfileWWW.CONECU.ORG

View Organization Page

219 W Cecil StreetNeenah, WI 54956

(920) 886-6455

Siviq Scores

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

Liabilities / Assets

58th percentile

0.88x

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

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

24.20x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Net Margin

20th percentile

4.0%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

13th percentile

$60,310

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Asset Growth

2nd percentile

-6.8%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

9.4%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

$28,331,778

No earlier filing loaded for comparison.

Net Assets

$3,442,315

No earlier filing loaded for comparison.

Liabilities

$24,889,463

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin20th percentile

Revenue

$1,028,579

No earlier filing loaded for comparison.

Expenses

$987,123

No earlier filing loaded for comparison.

Net Income

$41,456

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $25,748,866Liabilities 2010: $23,161,833Net Assets 2010: $2,587,0332010Assets 2011: $28,348,893Liabilities 2011: $25,618,014Net Assets 2011: $2,730,8792011Assets 2012: $29,734,807Liabilities 2012: $26,793,356Net Assets 2012: $2,941,4512012Assets 2013: $29,105,851Liabilities 2013: $26,018,659Net Assets 2013: $3,087,1922013Assets 2014: $29,227,602Liabilities 2014: $25,985,657Net Assets 2014: $3,241,9452014Assets 2015: $30,650,572Liabilities 2015: $27,352,877Net Assets 2015: $3,297,6952015Assets 2016: $30,343,602Liabilities 2016: $26,946,773Net Assets 2016: $3,396,8292016Assets 2018: $28,331,778Liabilities 2018: $24,889,463Net Assets 2018: $3,442,3152018Assets 2019: $28,116,023Liabilities 2019: $24,885,171Net Assets 2019: $3,230,8522019Assets 2020: $29,072,322Liabilities 2020: $25,812,543Net Assets 2020: $3,259,7792020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$28,331,778
Liabilities$24,889,463
Net Assets$3,442,315
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $906,1452010Expenses 2011: $829,9362011Expenses 2012: $739,5872012Revenue 2013: $886,775Expenses 2013: $741,034Net Income 2013: $145,7412013Revenue 2014: $862,458Expenses 2014: $707,705Net Income 2014: $154,7532014Revenue 2015: $865,607Expenses 2015: $809,857Net Income 2015: $55,7502015Revenue 2016: $919,378Expenses 2016: $820,244Net Income 2016: $99,1342016Revenue 2018: $1,028,579Expenses 2018: $987,123Net Income 2018: $41,4562018Revenue 2019: $955,264Expenses 2019: $1,166,727Net Income 2019: -$211,4632019Revenue 2020: $965,563Expenses 2020: $936,636Net Income 2020: $28,9272020Revenue 2021: $408,194Expenses 2021: $428,207Net Income 2021: -$20,0132021

Highlighted filing

2018

Revenue$1,028,579
Expenses$987,123
Net Income$41,456
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Gross Receipts
$1,107,945
Mission and Program Overview

Mission

Constantly striving to better your financial future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$19,882,290$17,942,364▼ $1,939,926
Savings and Temporary Cash Investments$9,519,490$9,401,351▼ $118,139
Rtn Earn Endowment Incm Other Fnds$3,400,859$3,442,315▲ $41,456
Investments Program Related$519,759$519,176▼ $583
Land, Buildings, and Equipment, Net$269,265$266,761▼ $2,504
Cash and Non-Interest-Bearing Accounts$147,772$131,906▼ $15,866
Total Assets$30,403,569$28,331,778▼ $2,071,791
Other Assets Total$64,993$70,220▲ $5,227
Liabilities
Other Liabilities$26,979,415$24,855,979▼ $2,123,436
Accounts Payable and Accrued Expenses$23,295$33,484▲ $10,189
Total Liabilities$27,002,710$24,889,463▼ $2,113,247
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,400,859$3,442,315▲ $41,456
Total Liabilities and Net Assets / Fund Balance$30,403,569$28,331,778▼ $2,071,791

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$183,495$62,885$246,380
Equipment$26,146$74,920$101,066
Land$57,120-$57,120
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael MehlbergPresidentFT$60,310$60,310

Board Members and Trustees

NameTitle
Paul HauffeChairman
Joe WenningerVice-chairma
John WeyenbergDirector
Patty KundeDirector
Steve WichmanDirector
Vernon GreenSecretary
Dennis AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$802,019
Investment Income
$226,560
Other Revenue
$0
Change in Net Assets
$41,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$669,880
Salaries, Compensation, and Employee Benefits$317,243
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$212,426--$212,426
Fees for Services Other$140,496--$140,496
Office Expenses$103,684--$103,684
Current Officers, Directors, Trustees, and Key Employees$60,310--$60,310
Fees for Services Legal$44,644--$44,644
Payroll Taxes$36,281--$36,281
Fees for Services Accounting$27,791--$27,791
Occupancy$24,074--$24,074
Depreciation Depletion$22,504--$22,504
Conferences and Meetings$18,397--$18,397
Insurance$17,818--$17,818
All Other Expenses$14,763--$14,763
Other Expenses$12,440--$12,440
Other Employee Benefits$8,226--$8,226
Travel$5,399--$5,399
Advertising$4,621--$4,621
Interest$10--$10
Total Functional Expenses$987,123$0$0$987,123
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 Shares & Deposits$24,841,362
Accrued Dividends$14,617
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, Page 6, Part VI, Line 6

“The organization consists of members. To be a member one must have a share savings account. Each member has one vote to elect the the governing body - the board of directors.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors is elected by the membership utilizing their one vote per member.”

Form 990, Page 6, Part VI, Line 7B

“Each member has one vote to utilize in ratifying significant decisions beyond the authority of the board of directors as outlined in the organization's bylaws. Any decision to dissolve or merge the organization requires approval of membership unless mandated by regulatory agencies for example the ncua or wisconsin office of credit unions.”

Form 990, Page 6, Part VI, Line 11B

“Draft copy of 990 is provided to the chairman for review and approved before the return is signed, dated, and filed.”

Form 990, Page 6, Part VI, Line 12C

“President reviews this as a part of the vendor management policy.”

Form 990, Page 6, Part VI, Line 15A

“Executive compensation is determined by the board of directors utilizing third-party surveys for comparable data purposes. Executive compensation is reviewed by our internal auditor to verify it matches what the board has approved.”

Form 990, Page 6, Part VI, Line 15B

“Overall compensation is approved by the board of directors. Allocation to staff is determined by the president and reviewed by the internal auditor.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cone Credit Union
EIN
39-1137123
Phone
9208866455
Address
219 W CECIL STREET, NEENAH, WI 54956

Signing Officer

Name
Paul Hauffe
Title
Chairman
Phone
9208866455
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Hauffe
Formed
1959
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
12

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Abraham D Eisen
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional consulting 111,186 0 0 other fees 4,453 0 0 data processing 24,857 0 0 total 140,496 0 0”

Raw XML Appendix373 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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IRS990ScheduleD/BuildingsGrp/BookValueAmt0183495
IRS990ScheduleD/BuildingsGrp/DepreciationAmt062885
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0246380
IRS990ScheduleD/EquipmentGrp/BookValueAmt026146
IRS990ScheduleD/EquipmentGrp/DepreciationAmt074920
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0101066
IRS990ScheduleD/LandGrp/BookValueAmt057120
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt057120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024841362
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES & DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED DIVIDENDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0266761
IRS990ScheduleD/TotalLiabilityAmt024855979
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE SAVINGS ACCOUNT. EACH MEMBER HAS ONE VOTE TO ELECT THE THE GOVERNING BODY - THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP UTILIZING THEIR ONE VOTE PER MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER HAS ONE VOTE TO UTILIZE IN RATIFYING SIGNIFICANT DECISIONS BEYOND THE AUTHORITY OF THE BOARD OF DIRECTORS AS OUTLINED IN THE ORGANIZATION'S BYLAWS. ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL OF MEMBERSHIP UNLESS MANDATED BY REGULATORY AGENCIES FOR EXAMPLE THE NCUA OR WISCONSIN OFFICE OF CREDIT UNIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DRAFT COPY OF 990 IS PROVIDED TO THE CHAIRMAN FOR REVIEW AND APPROVED BEFORE THE RETURN IS SIGNED, DATED, AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRESIDENT REVIEWS THIS AS A PART OF THE VENDOR MANAGEMENT POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS UTILIZING THIRD-PARTY SURVEYS FOR COMPARABLE DATA PURPOSES. EXECUTIVE COMPENSATION IS REVIEWED BY OUR INTERNAL AUDITOR TO VERIFY IT MATCHES WHAT THE BOARD HAS APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OVERALL COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. ALLOCATION TO STAFF IS DETERMINED BY THE PRESIDENT AND REVIEWED BY THE INTERNAL AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROFESSIONAL CONSULTING 111,186 0 0 OTHER FEES 4,453 0 0 DATA PROCESSING 24,857 0 0 TOTAL 140,496 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt030403569
IRS990/TotalAssetsEOYAmt028331778
IRS990/TotalAssetsGrp/BOYAmt030403569
IRS990/TotalAssetsGrp/EOYAmt028331778
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0987123
IRS990/TotalFunctionalExpensesGrp/TotalAmt0987123
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027002710
IRS990/TotalLiabilitiesEOYAmt024889463
IRS990/TotalLiabilitiesGrp/BOYAmt027002710
IRS990/TotalLiabilitiesGrp/EOYAmt024889463
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03400859
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03442315
IRS990/TotalProgramServiceRevenueAmt0802019
IRS990/TotalReportableCompFromOrgAmt060310
IRS990/TotalRevenueGrp/ExclusionAmt0176088
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0852491
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01028579
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030403569
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028331778
IRS990/TravelGrp/ProgramServicesAmt05399
IRS990/TravelGrp/TotalAmt05399
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0219 W CECIL STREET
IRS990/USAddress/CityNm0NEENAH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054956
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CONECU.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL HAUFFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09208866455
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONE CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0CONE
ReturnHeader/Filer/EIN0391137123
ReturnHeader/Filer/PhoneNum09208866455
ReturnHeader/Filer/USAddress/AddressLine1Txt0219 W CECIL STREET
ReturnHeader/Filer/USAddress/CityNm0NEENAH
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B64583BAFCFAFCC47D4BBFEFC39E774439F2650D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0270E21A6DDD41DC593478B19B3AF1E570B2E4A96
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.103.186.102
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:36:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABRAHAM D EISEN
ReturnHeader/ReturnTs02019-05-09T09:36:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$28,331,778
Liabilities
$24,889,463
Net assets
$3,442,315
Revenue
$1,028,579
Expenses
$987,123
Net income
$41,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.41$0.43$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$25.8$3.26$0.97$0.94$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.1$24.9$3.23$0.96$1.17$0.21
2018Detailed filing. Detailed filing data is available for this year.$28.3$24.9$3.44$1.03$0.99$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$26.9$3.40$0.92$0.82$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$27.4$3.30$0.87$0.81$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$26.0$3.24$0.86$0.71$0.15
2013Detailed filing. Detailed filing data is available for this year.$29.1$26.0$3.09$0.89$0.74$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$26.8$2.94$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$25.6$2.73$0.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$23.2$2.59$0.91