Civic Intelligence

Cleaver-Brooks Credit Union

EIN 39-6048530

11333 W Greenfield Avenue53214
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,415,332 (-100%) from 2011

Liabilities

Down

$0

Down $1,043,228 (-100%) from 2011

Net Assets

Down

$0

Down $372,104 (-100%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$169,196

Up $99,804 (+144%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,392,714Liabilities 2010: $1,004,120Net Assets 2010: $388,5942010Assets 2011: $1,415,332Liabilities 2011: $1,043,228Net Assets 2011: $372,1042011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Expenses 2010: $70,8342010Expenses 2011: $69,3922011Expenses 2012: $169,1962012

Highlighted filing

2012

Revenue-
Expenses$169,196
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$169,196
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$1.04$0.37$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.00$0.39$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 21, 2013
Return Version
2012v2.1
Gross Receipts
$25,094
Filing and Contact Details

Filer

EIN
39-6048530
Raw XML Appendix300 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/CashNonInterestBearing/BOY0378484
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IRS990/Description0We have deposit, transaction, and investment accounts with 448 members at 6/30/12.
IRS990/DisregardedEntity0false
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IRS990/DoingBusinessAs/BusinessNameLine10AppleTree Credit Union eff 630
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IRS990/GrossReceipts025094
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IRS990/Hospital0false
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IRS990/InformationTechnology/Total0763
IRS990/Insurance/Total01700
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IRS990/InvestmentIncome/ExclusionAmount02241
IRS990/InvestmentIncomePriorYear04383
IRS990/InvestmentIncome/TotalRevenueColumn02241
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsProgramRelated/BOY010015
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0true
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0To provide the best possible level of service to our members.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Patricia Dietz
IRS990/NbrIndependentVotingMembers04
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY0372104
IRS990/NetAssetsOrFundBalancesEOY00
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers04
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total07296
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IRS990/OfficerMailingAddress0false
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IRS990/OtherAssetsTotal/BOY01749
IRS990/OtherEmployeeBenefits/Total015567
IRS990/OtherExpensePriorYear033344
IRS990/OtherExpensesCurrentYear0113168
IRS990/OtherExpenses/Description0Dividends to Members
IRS990/OtherExpenses/Description1Member Ins/NCUSIF
IRS990/OtherExpenses/Description2Loan Servicing Expense
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IRS990/OtherExpenses/ManagementAndGeneral1998
IRS990/OtherExpenses/ManagementAndGeneral2999
IRS990/OtherExpenses/Total096516
IRS990/OtherExpenses/Total1998
IRS990/OtherExpenses/Total2999
IRS990/OtherLiabilities/BOY01039966
IRS990/OtherNotesLoansReceivableNet/BOY0605588
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0true
IRS990/PaymentsToAffiliates/Total01906
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/BOY07060
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0522100
IRS990/ProgramServiceRevenue/BusinessCode1524298
IRS990/ProgramServiceRevenue/BusinessCode2522100
IRS990/ProgramServiceRevenueCY022853
IRS990/ProgramServiceRevenue/Description0Interest on Loans
IRS990/ProgramServiceRevenue/Description1Insurance Sales
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IRS990/ProgramServiceRevenuePriorYear048519
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome022580
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1105
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IRS990/ProgramServiceRevenue/TotalRevenueColumn1105
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IRS990/ProhibitedTaxShelterTrans0false
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IRS990/RetainedEarningsEndowmentEtc/BOY0372104
IRS990/RevenuesLessExpensesCY0-144102
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IRS990/SalariesEtcCurrentYear056028
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IRS990/SavingsAndTempCashInvestments/BOY0411099
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleN/DirectorOfSuccessor0false
IRS990ScheduleN/EmployeeOfSuccessor0false
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/AddressLine1011333 W Greenfield Avenue
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/City0Milwaukee
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/State0WI
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/ZIPCode053214
IRS990ScheduleN/LiquidationTable/LiquidationDetail/DateOfDistribution02012-06-30
IRS990ScheduleN/LiquidationTable/LiquidationDetail/EIN0390388215
IRS990ScheduleN/LiquidationTable/LiquidationDetail/FMVOfAsset0228002
IRS990ScheduleN/LiquidationTable/LiquidationDetail/IRCSection0501c14
IRS990ScheduleN/LiquidationTable/LiquidationDetail/MethodOfFMVDetermination0Net Book Value
IRS990ScheduleN/LiquidationTable/LiquidationDetail/NamePerson0AppleTree Credit Union
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IRS990ScheduleN/ReceiveCompensation0true
IRS990ScheduleO/GeneralExplanation/Explanation0The 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/GeneralExplanation/Explanation1The Board of Directors is elected by the membership utilizing their one vote per member
IRS990ScheduleO/GeneralExplanation/Explanation2Each member has one vote to utilize in ratifying significant decisions beyond the authority of the Board as outlined in the organization9s 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/GeneralExplanation/Explanation3Review return before it is filed. Filed copy given to each board member.
IRS990ScheduleO/GeneralExplanation/Explanation4Upon request
IRS990ScheduleO/GeneralExplanation/Explanation5Cleaver-Brooks Credit Union merged into AppleTree Credit Union on June 30, 2012.
IRS990ScheduleO/GeneralExplanation/Explanation6Net Asset Balance at the time of merger. All Net Assets were transferred to AppleTree Credit Union as part of merger.
IRS990ScheduleO/GeneralExplanation/Explanation7This filing is late because we were unaware of the accelerated due date\timing for the merged credit union9s Form 990. A process has been put in place to prevent this happening for any future mergers.
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/Identifier2O03
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IRS990ScheduleO/GeneralExplanation/ReturnReference0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1Member election for additional members Part VI line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference2Governing body decisions Part VI line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990 governing body review Part VI line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5Cessation of or significant change to any program service Part III line 3
IRS990ScheduleO/GeneralExplanation/ReturnReference6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/GeneralExplanation/ReturnReference7General explanation attachment
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1011333 W Greenfield Avenue
IRS990/TheBooksAreInCareOf/AddressUS/City0Milwaukee
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode053214
IRS990/TheBooksAreInCareOf/NamePerson0Linda Luedtke
IRS990/TheBooksAreInCareOf/TelephoneNumber04145467800
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IRS990/YearFormation01941
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0396048530
ReturnHeader/Filer/Name/BusinessNameLine10Cleaver-Brooks Credit Union
ReturnHeader/Filer/NameControl0CLEA
ReturnHeader/Filer/USAddress/AddressLine1011333 W Greenfield Avenue
ReturnHeader/Filer/USAddress/City0West Allis
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053214
ReturnHeader/Officer/DateSigned02013-03-21
ReturnHeader/Officer/Name0Lisa M Greco
ReturnHeader/Officer/Phone04145467800
ReturnHeader/Officer/Title0President
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-30T10:38:59-05:00

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