Civic Intelligence

New Credit Union

990 • Fiscal year 2019 • EIN 39-6050513

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 15, 2020

Organization ProfileWWW.NEWCU.ORG

View Organization Page

301 Jackson StreetOconto Falls, WI 54154

(920) 848-2793

Siviq Scores

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

Liabilities / Assets

46th percentile

0.88x

Higher debt load relative to assets than 46% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

19.74x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Net Margin

40th percentile

11%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

14th percentile

$141,864

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2019

Asset Growth

86th percentile

9.3%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

5.9%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$112,768,490

Up $9,627,617 (+9.3%) from 2018

Net Assets

Up

$13,171,062

Up $557,816 (+4.4%) from 2018

Liabilities

Up

$99,597,428

Up $9,069,801 (+10%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin40th percentile

Revenue

Up

$5,046,512

Up $282,354 (+5.9%) from 2018

Expenses

Up

$4,488,696

Up $413,926 (+10%) from 2018

Net Income

Down

$557,816

Down $131,572 (-19%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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 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

2019

Assets$112,768,490
Liabilities$99,597,428
Net Assets$13,171,062
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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: $3,453,6402011Revenue 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

2019

Revenue$5,046,512
Expenses$4,488,696
Net Income$557,816
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 15, 2020
Return Version
2019v5.0
Gross Receipts
$5,074,786
Mission and Program Overview

Mission

Provide 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.

The mission of n.e.w. Credit union is to: -provide exceptional service to all members/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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$76,286,602$76,996,462▲ $709,860
Savings and Temporary Cash Investments$9,477,082$21,253,265▲ $11,776,183
Rtn Earn Endowment Incm Other Fnds$12,613,246$13,171,062▲ $557,816
Investments Program Related$13,051,210$9,108,407▼ $3,942,803
Cash and Non-Interest-Bearing Accounts$1,154,373$1,696,254▲ $541,881
Land, Buildings, and Equipment, Net$1,513,903$1,660,863▲ $146,960
Accounts Receivable$410,480$297,946▼ $112,534
Prepaid Expenses and Deferred Charges$137,150$166,906▲ $29,756
Total Assets$103,140,873$112,768,490▲ $9,627,617
Other Assets Total$1,110,073$1,588,387▲ $478,314
Liabilities
Other Liabilities$89,231,188$97,520,956▲ $8,289,768
Accounts Payable and Accrued Expenses$1,043,779$1,846,629▲ $802,850
Escrow Account Liability$240,016$229,843▼ $10,173
Unsecured Notes Loans Payable$12,644--
Total Liabilities$90,527,627$99,597,428▲ $9,069,801
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,613,246$13,171,062▲ $557,816
Total Liabilities and Net Assets / Fund Balance$103,140,873$112,768,490▲ $9,627,617

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,167,433$1,505,952$2,673,385
Equipment$414,540$1,024,609$1,439,149
Land$78,890-$78,890
Investment Program Related Org$15,350--
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa GilliganCEOFT$116,232$25,632$141,864

Board Members and Trustees

NameTitle
William KamkeChair
Ken HarterVice Chair
Christopher BrabantDirector
Diane LaplantDirector
Jeff BehnkeDirector
Tammie MccarthySecretary
Tammy SteffeckTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservData Processing255 FISERV DRIVE, Brookfield, WI 53045$285,600
PorticoData Processing255 FISERV DRIVE, Brookfield, WI 53045$272,160
CenturylinkPhone/internet100 CENTURYLINK DRIVE, Monroe, LA 71203$120,297
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,262,493
Investment Income
$758,484
Other Revenue
$25,535
Change in Net Assets
$557,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,434,912
Salaries, Compensation, and Employee Benefits$2,051,950
Grants and Similar Amounts Paid$1,834
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,467,178
Office Expenses---$1,050,769
Occupancy---$384,063
Other Employee Benefits---$282,778
Depreciation Depletion---$194,156
Information Technology---$139,555
Other Expenses---$131,248
Payroll Taxes---$121,131
Current Officers, Directors, Trustees, and Key Employees---$116,232
Advertising---$115,309
Pension Plan Contributions---$64,631
Insurance---$41,447
Conferences and Meetings---$20,078
Fees for Services Other---$8,536
Fees for Services Accounting---$7,487
Grants to Domestic Orgs---$1,234
Interest---$803
Grants to Domestic Individuals---$600
Total Functional Expenses$0$0$0$4,488,696
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 & Certificates$97,708,463
457 B Plan$42,336
Escrow Accts to Line 21 Bal Sheet$-229,843
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, Page 6, Part VI, Line 6

“The organization has members. To be a member one must have a share (savings) account at the credit union.”

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

“The board of directors is elected by the credit union members. Each member has one vote.”

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

“A 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.”

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

“Management provides data to independent preparer who completes the return. Management reviews the return for accuarcy and then authorizes the preparer to e-file the approved return.”

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

“Policy is reviewed annually and signed by each member of the board of directors.”

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

“The board of directors uses salary survey information to help determine ceo compensation. The board documents approval of the ceo compensation in the board meeting minutes.”

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

“The board of directors uses salary survey information to help determine key employee compensation. Approval is noted in the board minutes.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and conflict of interest policy are available upon request. Financial statements are posted in the credit union lobby, and are included in the annual report provided at annual meeting.”

Filing and Contact Details

Filer

Filer Name
New Credit Union
EIN
39-6050513
Phone
9208482793
Address
301 JACKSON STREET, OCONTO FALLS, WI 54154

Signing Officer

Name
Lisa Gilligan
Title
CEO
Phone
9208482793
Signed
2020-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Gilligan
Formed
1962
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
55
Volunteers
11

Preparer

Firm
Audit Threesixty
Address
1202 JOHNSON ST, ONALASKA, WI 54650-2008
Preparer
Peter Rasmussen
Phone
6083173765
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of n.e.w. Credit union is to: -provide exceptional service to all members/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.”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The credit union holds funds in escrow accounts for property taxes and homeowners insurance related to mortgage loans to members.”

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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/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF N.E.W. CREDIT UNION IS TO: -PROVIDE EXCEPTIONAL SERVICE TO ALL MEMBERS/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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012613246
IRS990/NetAssetsOrFundBalancesEOYAmt013171062
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0726
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0726
IRS990/NetUnrelatedBusTxblIncmAmt04612
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0384063
IRS990/OfficeExpensesGrp/TotalAmt01050769
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt076996462
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt0121131
IRS990/PensionPlanContributionsGrp/TotalAmt064631
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0137150
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0166906
IRS990/PrincipalOfficerNm0LISA GILLIGAN
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER MEMBER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2MEMBER FEE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3NON-MEMBR FEES ATM&CHK CASH
IRS990/ProgramServiceRevenueGrp/Desc4NON-MEMBER CVR/DMV INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03225582
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1611840
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2410143
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03225582
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1611840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2410143
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42853
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt010675
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt12853
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 1,933 NEW LOANS TO OUR MEMBERS DURING 2019. AS OF 12/31/19 WE HAD 5,768 LOANS TO OUR MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0.
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IRS990/PYGrantsAndSimilarPaidAmt03729
IRS990/PYInvestmentIncomeAmt0545224
IRS990/PYOtherExpensesAmt02120902
IRS990/PYOtherRevenueAmt022301
IRS990/PYProgramServiceRevenueAmt04196633
IRS990/PYRevenuesLessExpensesAmt0689388
IRS990/PYSalariesCompEmpBnftPaidAmt01950139
IRS990/PYTotalExpensesAmt04074770
IRS990/PYTotalRevenueAmt04764158
IRS990/ReconcilationRevenueExpnssAmt0557816
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesRevenueGrp/ExclusionAmt025535
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt025535
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012613246
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013171062
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09477082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021253265
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01167433
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01505952
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02673385
IRS990ScheduleD/EquipmentGrp/BookValueAmt0414540
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01024609
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01439149
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt08319500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1773557
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt215350
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS W/ MATURITY > 1 YR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1CAPITAL ACCTS AT CORPORATE CU
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2STOCK - WISCUB & SHARED SVC CTR
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/LandGrp/BookValueAmt078890
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt078890
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt097708463
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt142336
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-229843
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES & CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1457 B PLAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ESCROW ACCTS TO LINE 21 BAL SHEET
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HOLDS FUNDS IN ESCROW ACCOUNTS FOR PROPERTY TAXES AND HOMEOWNERS INSURANCE RELATED TO MORTGAGE LOANS TO MEMBERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01660863
IRS990ScheduleD/TotalBookValueProgramRltdAmt09108407
IRS990ScheduleD/TotalLiabilityAmt097520956
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF N.E.W. CREDIT UNION IS TO: -PROVIDE EXCEPTIONAL SERVICE TO ALL MEMBERS/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/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A 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/SupplementalInformationDetail/ExplanationTxt4MANAGEMENT PROVIDES DATA TO INDEPENDENT PREPARER WHO COMPLETES THE RETURN. MANAGEMENT REVIEWS THE RETURN FOR ACCUARCY AND THEN AUTHORIZES THE PREPARER TO E-FILE THE APPROVED RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POLICY IS REVIEWED ANNUALLY AND SIGNED BY EACH MEMBER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS USES SALARY SURVEY INFORMATION TO HELP DETERMINE CEO COMPENSATION. THE BOARD DOCUMENTS APPROVAL OF THE CEO COMPENSATION IN THE BOARD MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS USES SALARY SURVEY INFORMATION TO HELP DETERMINE KEY EMPLOYEE COMPENSATION. APPROVAL IS NOTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE CREDIT UNION LOBBY, AND ARE INCLUDED IN THE ANNUAL REPORT PROVIDED AT ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0112768490
IRS990/TotalAssetsGrp/BOYAmt0103140873
IRS990/TotalAssetsGrp/EOYAmt0112768490
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IRS990/TotalEmployeeCnt055
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt014928
IRS990/TotalLiabilitiesBOYAmt090527627
IRS990/TotalLiabilitiesEOYAmt099597428
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IRS990/TotalOtherCompensationAmt025632
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01400
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt01400
IRS990/TotalProgramServiceRevenueAmt04262493
IRS990/TotalReportableCompFromOrgAmt0116232
IRS990/TotalRevenueGrp/ExclusionAmt0783293
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04248291
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05046512
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt014928
IRS990/TotalVolunteersCnt011
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0112768490
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt012644
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0OCONTO FALLS
IRS990/USAddress/StateAbbreviationCd0WI
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IRS990/WebsiteAddressTxt0WWW.NEWCU.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$112,768,490
Liabilities
$99,597,428
Net assets
$13,171,062
Revenue
$5,046,512
Expenses
$4,488,696
Net income
$557,816
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)14 • $100M-$250M nonprofits