Civic Intelligence

Cone Credit Union

990 • Fiscal year 2019 • EIN 39-1137123

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 13, 2020

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

66th percentile

0.89x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

26.05x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2019

Net Margin

1st percentile

-22%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$111,359

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2019 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2019

Asset Growth

22nd percentile

-0.8%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-7.1%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$28,116,023

Down $215,755 (-0.8%) from 2018

Net Assets

Down

$3,230,852

Down $211,463 (-6.1%) from 2018

Liabilities

Down

$24,885,171

Down $4,292 (-0.0%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin1st percentile

Revenue

Down

$955,264

Down $73,315 (-7.1%) from 2018

Expenses

Up

$1,166,727

Up $179,604 (+18%) from 2018

Net Income

Down

-$211,463

Down $252,919 (-610%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$28,116,023
Liabilities$24,885,171
Net Assets$3,230,852
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$955,264
Expenses$1,166,727
Net Income-$211,463
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 13, 2020
Return Version
2019v5.0
Gross Receipts
$955,264
Mission and Program Overview

Mission

Constantly striving to better your financial future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$17,942,364$18,659,704▲ $717,340
Savings and Temporary Cash Investments$9,401,351$8,408,887▼ $992,464
Rtn Earn Endowment Incm Other Fnds$3,442,315$3,230,852▼ $211,463
Investments Program Related$519,176$500,007▼ $19,169
Land, Buildings, and Equipment, Net$266,761$255,955▼ $10,806
Cash and Non-Interest-Bearing Accounts$131,906$216,336▲ $84,430
Total Assets$28,331,778$28,116,023▼ $215,755
Other Assets Total$70,220$75,134▲ $4,914
Liabilities
Other Liabilities$24,855,979$24,856,221▲ $242
Accounts Payable and Accrued Expenses$33,484$28,950▼ $4,534
Total Liabilities$24,889,463$24,885,171▼ $4,292
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,442,315$3,230,852▼ $211,463
Total Liabilities and Net Assets / Fund Balance$28,331,778$28,116,023▼ $215,755

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$173,399$72,981$246,380
Equipment$25,436$83,617$109,053
Land$57,120-$57,120
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael MehlbergPresidentFT$111,359$111,359

Board Members and Trustees

NameTitle
Paul HauffeChairman
Vernon GreenVice-chairma
Steve WichmanDirector
Leanne RadtkeSecretary
John WeyenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$755,898
Investment Income
$199,366
Other Revenue
$0
Change in Net Assets
$-211,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$741,256
Salaries, Compensation, and Employee Benefits$425,471
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$227,652--$227,652
Fees for Services Other$122,985--$122,985
Current Officers, Directors, Trustees, and Key Employees$112,805--$112,805
Office Expenses$99,906--$99,906
Other Employee Benefits$53,550--$53,550
Occupancy$32,484--$32,484
Payroll Taxes$31,464--$31,464
Fees for Services Accounting$27,060--$27,060
Insurance$23,856--$23,856
Conferences and Meetings$23,823--$23,823
All Other Expenses$21,696--$21,696
Other Expenses$17,439--$17,439
Depreciation Depletion$16,716--$16,716
Advertising$16,477--$16,477
Fees for Services Legal$15,723--$15,723
Information Technology$12,233--$12,233
Travel$8,827--$8,827
Interest$279--$279
Total Functional Expenses$1,166,727$0$0$1,166,727
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$24,839,326
Accrued Dividends$16,895
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 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
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. Only financial statements for the annual meeting 5300 report is reported publicly.”

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
2020-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Hauffe
Formed
1959
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
12

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Joe Felion
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional consulting 64,626 0 0 other fees 9,470 0 0 data processing 36,279 0 0 other real estate owned exp. 12,610 0 0 total 122,985 0 0”

Raw XML Appendix355 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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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. ONLY FINANCIAL STATEMENTS FOR THE ANNUAL MEETING 5300 REPORT IS REPORTED PUBLICLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROFESSIONAL CONSULTING 64,626 0 0 OTHER FEES 9,470 0 0 DATA PROCESSING 36,279 0 0 OTHER REAL ESTATE OWNED EXP. 12,610 0 0 TOTAL 122,985 0 0
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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/TotalFunctionalExpensesGrp/TotalAmt01166727
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IRS990/TotalProgramServiceRevenueAmt0755898
IRS990/TotalReportableCompFromOrgAmt0111359
IRS990/TotalRevenueGrp/ExclusionAmt0199366
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0755898
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0955264
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028331778
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028116023
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ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL HAUFFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09208866455
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONE CREDIT UNION
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ReturnHeader/Filer/PhoneNum09208866455
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ReturnHeader/FilingSecurityInformation/IPDt02020-10-13
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ReturnHeader/FilingSecurityInformation/IPTm017:49:32
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/PreparationDt02020-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE FELION
ReturnHeader/ReturnTs02020-10-13T17:49:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,116,023
Liabilities
$24,885,171
Net assets
$3,230,852
Revenue
$955,264
Expenses
$1,166,727
Net income
-$211,463
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
2019Detailed filing. Detailed filing data is available for this year.$28.1$24.9$3.23$0.96$1.17$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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