Civic Intelligence

New Credit Union

990 • Fiscal year 2012 • EIN 39-6050513

Jan 01, 2012 to Dec 31, 2012 • Filed on May 06, 2013

Organization Profilewww.newcu.org

View Organization Page

301 Jackson Street54154
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$71,903,964

Flat from 2012

Net Assets

Flat

$8,266,804

Flat from 2012

Liabilities

Flat

$63,637,160

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$3,448,364

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $60,066,689Liabilities 2010: $52,392,137Net Assets 2010: $7,674,5522010Assets 2011: $67,327,463Liabilities 2011: $59,370,623Net Assets 2011: $7,956,8402011Assets 2012: $71,903,964Liabilities 2012: $63,637,160Net Assets 2012: $8,266,8042012Assets 2012: $71,903,964Liabilities 2012: $63,637,160Net Assets 2012: $8,266,8042012Assets 2013: $73,834,457Liabilities 2013: $65,116,957Net Assets 2013: $8,717,5002013Assets 2014: $76,744,537Liabilities 2014: $67,687,255Net Assets 2014: $9,057,2822014Assets 2015: $83,126,881Liabilities 2015: $74,023,311Net Assets 2015: $9,103,5702015Assets 2016: $84,605,785Liabilities 2016: $74,943,831Net Assets 2016: $9,661,9542016Assets 2017: $101,396,757Liabilities 2017: $89,457,926Net Assets 2017: $11,938,8312017Assets 2018: $103,140,873Liabilities 2018: $90,527,627Net Assets 2018: $12,613,2462018Assets 2019: $112,768,490Liabilities 2019: $99,597,428Net Assets 2019: $13,171,0622019Assets 2020: $139,521,368Liabilities 2020: $125,544,488Net Assets 2020: $13,976,8802020Assets 2021: $155,392,942Liabilities 2021: $141,050,959Net Assets 2021: $14,341,9832021Assets 2022: $157,501,597Liabilities 2022: $143,623,206Net Assets 2022: $13,878,3912022Assets 2023: $150,380,477Liabilities 2023: $135,735,544Net Assets 2023: $14,644,9332023Assets 2024: $151,042,811Liabilities 2024: $134,587,415Net Assets 2024: $16,455,3962024

Highlighted filing

2012

Assets$71,903,964
Liabilities$63,637,160
Net Assets$8,266,804
Open 2012 Filing

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $3,400,9582010Expenses 2011: $3,453,6402011Expenses 2012: $3,448,3642012Revenue 2012: $3,758,328Expenses 2012: $3,448,364Net Income 2012: $309,9642012Revenue 2013: $3,727,886Expenses 2013: $3,277,190Net Income 2013: $450,6962013Revenue 2014: $3,691,134Expenses 2014: $3,351,352Net Income 2014: $339,7822014Revenue 2015: $3,758,055Expenses 2015: $3,697,772Net Income 2015: $60,2832015Revenue 2016: $3,868,258Expenses 2016: $3,336,116Net Income 2016: $532,1422016Revenue 2017: $4,176,902Expenses 2017: $3,782,743Net Income 2017: $394,1592017Revenue 2018: $4,764,158Expenses 2018: $4,074,770Net Income 2018: $689,3882018Revenue 2019: $5,046,512Expenses 2019: $4,488,696Net Income 2019: $557,8162019Revenue 2020: $5,022,973Expenses 2020: $4,217,155Net Income 2020: $805,8182020Revenue 2021: $4,687,266Expenses 2021: $4,316,001Net Income 2021: $371,2652021Revenue 2022: $4,944,491Expenses 2022: $4,383,453Net Income 2022: $561,0382022Revenue 2023: $5,749,291Expenses 2023: $5,211,345Net Income 2023: $537,9462023Revenue 2024: $7,178,383Expenses 2024: $5,679,676Net Income 2024: $1,498,7072024

Highlighted filing

2012

Revenue-
Expenses$3,448,364
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 6, 2013
Return Version
2012v2.1
Gross Receipts
$3,958,518
Mission and Program Overview

Mission

We are a non-profit financial cooperative. See Schedule O.

Major Activities

Activity 2
The credit union has several types of loan programs available for our members. We funded 2,268 loans during 2012. As of 12/31/12 we had 4,444 loans to members.
Activity 3
.
Filing and Contact Details

Filer

EIN
39-6050513
Raw XML Appendix364 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/Activity2/Description0THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 2,268 LOANS DURING 2012. AS OF 12/31/12 WE HAD 4,444 LOANS TO MEMBERS.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE CREDIT UNION HOLDS FUNDS IN ESCROW ACCOUNTS FOR PROPERTY TAXES AND HOMEOWNERS INSURANCE RELATED TO MORTGAGE LOANS.
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IRS990ScheduleO/GeneralExplanation/Explanation0PROVIDE EXCEPTIONAL SERVICE ALL MEMBER/OWNERS. OFFER A VARIETY OF PERSONALIZED, CONVENIENT AND QUALITY SERVICES TO ASSIST MEMBER/OWNERS IN REACHING THEIR FINANCIAL GOALS. PROTECT THE ASSETS OF THE MEMBER/OWNERS AND ASSURE THE FINANCIAL STABILITY OF THE CREDIT UNION. ENCOURAGE CONTINUING FINANCIAL EDUCATION AND PROVIDE ENRICHMENT OPPORTUNITIES FOR MEMBER/OWNERS OF ALL AGES. ACTIVELY SERVE THE COMMUNITIES IN WHICH OUR MEMBER/OWNERS LIVE AND WORK.
IRS990ScheduleO/GeneralExplanation/Explanation1EDUCATING OUR YOUTH IS IMPORTANT TO US. DURING 2011 WE SPOKE TO 761 STUDENTS THROUGHOUT OCONTO COUNTY ABOUT FINANCIAL MATTERS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER, YOU MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE.
IRS990ScheduleO/GeneralExplanation/Explanation4A MEMBER VOTE IS REQUIRED FOR DECISIONS WHICH ARE BEYOND THE AUTHORITY OF THE BOARD OF DIRECTORS. ITEMS WHICH REQUIRE A MEMBERSHIP VOTE ARE OUTLINED AND SPECIFIED IN OUR BYLAWS. EACH MEMBER HAS ONE VOTE.
IRS990ScheduleO/GeneralExplanation/Explanation5MANAGEMENT PROVIDES DATA TO CPA WHO PREPARES THE RETURN. MANAGEMENT REVIEWS THE RETURN AND THEN AUTHORIZES CPA TO FILE THE APPROVED RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation6POLICY IS REVIEWED ANNUALLY AND SIGNED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation7COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS USING CURRENT WAGE INFORMATION AND THE ANNUAL SALARY SURVEY FROM THE WISCONSIN CREDIT UNION LEAGUE. YEARS OF SERVICE AND PERFORMANCE ARE ALSO TAKEN INTO CONSIDERATION. SALARIES ARE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation8COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS USING CURRENT WAGE INFORMATION AND THE ANNUAL SALARY SURVEY FROM THE WISCONSIN CREDIT UNION LEAGUE. YEARS OF SERVICE AND PERFORMANCE ARE ALSO TAKEN INTO CONSIDERATION. SALARIES ARE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation9FINANCIAL STATEMENTS ARE POSTED IN THE CREDIT UNION LOBBY. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES WOULD ONLY BE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/Identifier1ALL OTHER ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier2CLASSES OF MEMBERS OR STOCKHOLDERS
IRS990ScheduleO/GeneralExplanation/Identifier3ELECTION OF MEMBERS AND THEIR RIGHTS
IRS990ScheduleO/GeneralExplanation/Identifier4DECISIONS SUBJECT TO APPROVAL OF MEMBERS
IRS990ScheduleO/GeneralExplanation/Identifier5ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier6ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier7COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier8COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier9GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990 - ORGANIZATION'S MISSION
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IRS990/UnrelatedBusinessIncome0true
IRS990/UponRequest0X
IRS990/WebSite0WWW.NEWCU.ORG
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01962
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0396050513
ReturnHeader/Filer/Name/BusinessNameLine10NEW CREDIT UNION
ReturnHeader/Filer/NameControl0NEWC
ReturnHeader/Filer/Phone09208464106
ReturnHeader/Filer/USAddress/AddressLine10301 JACKSON STREET
ReturnHeader/Filer/USAddress/City0OCONTO FALLS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054154
ReturnHeader/Officer/DateSigned02013-05-06
ReturnHeader/Officer/Name0LISA GILLIGAN
ReturnHeader/Officer/Phone09208464106
ReturnHeader/Officer/Title0CEO
ReturnHeader/Preparer/DatePrepared02013-05-09
ReturnHeader/Preparer/Name0BRENT WOOKEY
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-09T20:13:53-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$71,903,964
Liabilities
$63,637,160
Net assets
$8,266,804
Revenue
-
Expenses
$3,448,364
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$151$135$16.5$7.18$5.68$1.50
2023Detailed filing. Detailed filing data is available for this year.$150$136$14.6$5.75$5.21$0.54
2022Detailed filing. Detailed filing data is available for this year.$158$144$13.9$4.94$4.38$0.56
2021Detailed filing. Detailed filing data is available for this year.$155$141$14.3$4.69$4.32$0.37
2020Detailed filing. Detailed filing data is available for this year.$140$126$14.0$5.02$4.22$0.81
2019Detailed filing. Detailed filing data is available for this year.$113$99.6$13.2$5.05$4.49$0.56
2018Detailed filing. Detailed filing data is available for this year.$103$90.5$12.6$4.76$4.07$0.69
2017Detailed filing. Detailed filing data is available for this year.$101$89.5$11.9$4.18$3.78$0.39
2016Detailed filing. Detailed filing data is available for this year.$84.6$74.9$9.66$3.87$3.34$0.53
2015Detailed filing. Detailed filing data is available for this year.$83.1$74.0$9.10$3.76$3.70$0.06
2014Detailed filing. Detailed filing data is available for this year.$76.7$67.7$9.06$3.69$3.35$0.34
2013Detailed filing. Detailed filing data is available for this year.$73.8$65.1$8.72$3.73$3.28$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.9$63.6$8.27$3.45
2012Summary only. Only limited summary data is available for this year.$71.9$63.6$8.27$3.76$3.45$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.3$59.4$7.96$3.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.1$52.4$7.67$3.40