Civic Intelligence

Sentry Credit Union

990 • Fiscal year 2023 • EIN 39-1429665

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization ProfileSENTRYCU.ORG
1800 North Point DriveStevens Point, WI 54481

(715) 346-6534

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.86x

Higher debt load relative to assets than 23% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

20.73x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$213,212

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Asset Growth

66th percentile

2.8%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

53%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$140,784,155

Up $3,849,777 (+2.8%) from 2022

Net Assets

Up

$19,037,671

Up $1,240,174 (+7.0%) from 2022

Liabilities

Up

$121,746,484

Up $2,609,603 (+2.2%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin76th percentile

Revenue

Up

$5,872,022

Up $2,021,591 (+53%) from 2022

Expenses

Up

$4,631,848

Up $1,429,311 (+45%) from 2022

Net Income

Up

$1,240,174

Up $592,280 (+91%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150M$100M$50M$0Assets 2011: $79,015,640Liabilities 2011: $67,160,838Net Assets 2011: $11,854,8022011Assets 2012: $88,921,786Liabilities 2012: $76,564,154Net Assets 2012: $12,357,6322012Assets 2013: $86,561,168Liabilities 2013: $73,635,798Net Assets 2013: $12,925,3702013Assets 2014: $86,764,137Liabilities 2014: $73,292,453Net Assets 2014: $13,471,6842014Assets 2015: $89,119,624Liabilities 2015: $75,104,528Net Assets 2015: $14,015,0962015Assets 2016: $93,251,356Liabilities 2016: $78,789,767Net Assets 2016: $14,461,5892016Assets 2018: $97,616,544Liabilities 2018: $82,286,719Net Assets 2018: $15,329,8252018Assets 2019: $104,243,954Liabilities 2019: $88,419,169Net Assets 2019: $15,824,7852019Assets 2021: $131,234,457Liabilities 2021: $114,084,853Net Assets 2021: $17,149,6042021Assets 2022: $136,934,378Liabilities 2022: $119,136,881Net Assets 2022: $17,797,4972022Assets 2023: $140,784,155Liabilities 2023: $121,746,484Net Assets 2023: $19,037,6712023Assets 2024: $143,349,770Liabilities 2024: $123,966,874Net Assets 2024: $19,382,8962024

Highlighted filing

2023

Assets$140,784,155
Liabilities$121,746,484
Net Assets$19,037,671
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $2,561,4642011Expenses 2012: $2,659,9172012Revenue 2013: $2,879,292Expenses 2013: $2,311,554Net Income 2013: $567,7382013Revenue 2014: $2,725,069Expenses 2014: $2,178,755Net Income 2014: $546,3142014Revenue 2015: $2,669,937Expenses 2015: $2,126,525Net Income 2015: $543,4122015Revenue 2016: $2,715,485Expenses 2016: $2,268,992Net Income 2016: $446,4932016Revenue 2018: $3,398,585Expenses 2018: $2,609,404Net Income 2018: $789,1812018Revenue 2019: $3,813,787Expenses 2019: $3,318,827Net Income 2019: $494,9602019Revenue 2021: $3,410,281Expenses 2021: $2,887,449Net Income 2021: $522,8322021Revenue 2022: $3,850,431Expenses 2022: $3,202,537Net Income 2022: $647,8942022Revenue 2023: $5,872,022Expenses 2023: $4,631,848Net Income 2023: $1,240,1742023Revenue 2024: $6,913,526Expenses 2024: $6,568,301Net Income 2024: $345,2252024

Highlighted filing

2023

Revenue$5,872,022
Expenses$4,631,848
Net Income$1,240,174
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$5,872,022
Mission and Program Overview

Mission

The Sentry Credit Union Mission is to develop and maintain a full service financial institution, which will help our members help themselves achieve financial security, by providing a broad variety of cost effective services, meeting competition in a financially sound manner.

To deliver safe, competitive and convenient personal banking products, with exceptional service, to our members. As a trusted partner, our solid financial strength ensures members can rely us to assist toward attaining their financial goals while creating highly valued benefit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$83,666,548$99,523,913▲ $15,857,365
Savings and Temporary Cash Investments$49,579,365$36,908,432▼ $12,670,933
Rtn Earn Endowment Incm Other Fnds$8,802,665$10,042,839▲ $1,240,174
Pd in Cap Srpls Land Bldg Eqp Fund$8,994,832$8,994,832→ $0
Cash and Non-Interest-Bearing Accounts$1,008,832$1,000,574▼ $8,258
Investments Program Related$981,904$983,109▲ $1,205
Accounts Receivable$211,042$741,453▲ $530,411
Prepaid Expenses and Deferred Charges$125,246$200,057▲ $74,811
Land, Buildings, and Equipment, Net$120,538$100,396▼ $20,142
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$136,934,378$140,784,155▲ $3,849,777
Other Assets Total$1,240,903$1,326,221▲ $85,318
Liabilities
Other Liabilities$117,863,962$120,666,574▲ $2,802,612
Accounts Payable and Accrued Expenses$1,272,919$1,079,910▼ $193,009
Total Liabilities$119,136,881$121,746,484▲ $2,609,603
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,797,497$19,037,671▲ $1,240,174
Total Liabilities and Net Assets / Fund Balance$136,934,378$140,784,155▲ $3,849,777

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$100,396$454,495$554,891
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Andrew KruitChair
Bruce GeorgensonChair
Timothy BarthelPresident
Dennis GruetzmacherVice Chair
Brian CychoszDirector
Deanna DecaluweDirector
James NickersonDirector
Joe MorganDirector
Harry RiceSecretary
Mike BilbreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,064,449
Investment Income
$1,789,573
Other Revenue
$18,000
Change in Net Assets
$1,240,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,179,398
Salaries, Compensation, and Employee Benefits$1,452,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$889,841
Other Employee Benefits---$384,047
Information Technology---$381,014
Current Officers, Directors, Trustees, and Key Employees---$178,562
Advertising---$101,678
Office Expenses---$90,367
All Other Expenses---$65,744
Depreciation Depletion---$56,465
Other Expenses---$42,898
Occupancy---$42,030
Insurance---$31,653
Conferences and Meetings---$17,996
Fees for Services Accounting---$12,098
Fees for Services Other---$9,425
Travel---$5,966
Interest---$870
Total Functional Expenses$0$0$0$4,631,848
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 Deposits$119,624,574
Nonmember Deposits$1,042,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Part VI, Section A, 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 governing body (board of directors).”

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

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

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

“Each member has one vote to utilize in ratifying signifcant decisions beyond the authority of the board as outlined in the organization's bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency (i.e., ncua, wisconsin office of credit unions).”

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

“Upon completion, form 990 is reviewed by the president.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest statement is signed annually by all officers, directors, and employees. Any conflicts are resolved by the board of directors.”

Form 990, Part VI, Section B, Line 15

“Use cues/ceo & executive surveys and analysis, and the board reviews the information for the ceo.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Sentry Credit Union
EIN
39-1429665
Phone
7153466534
Address
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481

Signing Officer

Name
Timothy Barthel
Title
President
Phone
7153466534
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Barthel
Formed
1935
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffrey Danen CPA
Phone
9203369850
Raw XML AppendixShowing 400 of 402 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/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4INSURANCE AND WARRANTY INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03467790
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1321515
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2158489
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt378376
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt433018
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03467790
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1321515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2158489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt380415
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt436240
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02039
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt13222
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0756015
IRS990/PYOtherExpensesAmt01765184
IRS990/PYOtherRevenueAmt018000
IRS990/PYProgramServiceRevenueAmt03076416
IRS990/PYRevenuesLessExpensesAmt0647894
IRS990/PYSalariesCompEmpBnftPaidAmt01437353
IRS990/PYTotalExpensesAmt03202537
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03850431
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01240174
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08802665
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010042839
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049579365
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036908432
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0100396
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0454495
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0554891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0119624574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11042000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NONMEMBER DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0100396
IRS990ScheduleD/TotalLiabilityAmt0120666574
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt026824
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0140077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013147
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021503
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt011661
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIMOTHY BARTHEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0213212
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION IS SET BY AN AFFILIATED ORGANIZATION. THE AFFILIATED ORGANIZATION DOES NOT MEET THE DEFINITION OF A RELATED ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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 GOVERNING BODY (BOARD OF DIRECTORS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP UTLIZING THEIR ONE VOTE PER MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER HAS ONE VOTE TO UTILIZE IN RATIFYING SIGNIFCANT DECISIONS BEYOND THE AUTHORITY OF THE BOARD AS OUTLINED IN THE ORGANIZATION'S BYLAWS. ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL OF MEMBERSHIP, UNLESS MANDATED BY REGULATORY AGENCY (I.E., NCUA, WISCONSIN OFFICE OF CREDIT UNIONS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON COMPLETION, FORM 990 IS REVIEWED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A CONFLICT OF INTEREST STATEMENT IS SIGNED ANNUALLY BY ALL OFFICERS, DIRECTORS, AND EMPLOYEES. ANY CONFLICTS ARE RESOLVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5USE CUES/CEO & EXECUTIVE SURVEYS AND ANALYSIS, AND THE BOARD REVIEWS THE INFORMATION FOR THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST.
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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0136934378
IRS990/TotalAssetsEOYAmt0140784155
IRS990/TotalAssetsGrp/BOYAmt0136934378
IRS990/TotalAssetsGrp/EOYAmt0140784155
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04631848
IRS990/TotalGrossUBIAmt05261
IRS990/TotalLiabilitiesBOYAmt0119136881
IRS990/TotalLiabilitiesEOYAmt0121746484
IRS990/TotalLiabilitiesGrp/BOYAmt0119136881
IRS990/TotalLiabilitiesGrp/EOYAmt0121746484
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017797497
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019037671
IRS990/TotalOtherCompensationAmt034650
IRS990/TotalProgramServiceRevenueAmt04064449
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01789573
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04077188
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05872022
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05261
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0136934378
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140784155
IRS990/TotReportableCompRltdOrgAmt0178562
IRS990/TravelGrp/TotalAmt05966
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01800 NORTH POINT DRIVE
IRS990/USAddress/CityNm0STEVENS POINT
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054481
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0SENTRYCU.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY BARTHEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07153466534
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SENTRY CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0SENT
ReturnHeader/Filer/EIN0391429665
ReturnHeader/Filer/PhoneNum07153466534
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 NORTH POINT DRIVE
ReturnHeader/Filer/USAddress/CityNm0STEVENS POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054481
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 N BROADWAY SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054303
ReturnHeader/PreparerPersonGrp/PhoneNum09203369850
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY DANEN CPA
ReturnHeader/ReturnTs02024-11-11T09:24:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,784,155
Liabilities
$121,746,484
Net assets
$19,037,671
Revenue
$5,872,022
Expenses
$4,631,848
Net income
$1,240,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$143$124$19.4$6.91$6.57$0.35
2023Detailed filing. Detailed filing data is available for this year.$141$122$19.0$5.87$4.63$1.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$137$119$17.8$3.85$3.20$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$131$114$17.1$3.41$2.89$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$88.4$15.8$3.81$3.32$0.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.6$82.3$15.3$3.40$2.61$0.79
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.$93.3$78.8$14.5$2.72$2.27$0.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.1$75.1$14.0$2.67$2.13$0.54
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.8$73.3$13.5$2.73$2.18$0.55
2013Detailed filing. Detailed filing data is available for this year.$86.6$73.6$12.9$2.88$2.31$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.9$76.6$12.4$2.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.0$67.2$11.9$2.56
Peer Organizations

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