Civic Intelligence

Catholic Credit Union

990 • Fiscal year 2013 • EIN 39-6050721

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 04, 2014

Organization ProfileN/A
1225 Tower AvenueSuperior, WI 54880

(715) 392-4524

Siviq Scores

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

Liabilities / Assets

91st percentile

0.72x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

100th percentile

20.80x

Higher debt load relative to revenue than 100% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

65th percentile

6.3%

Faster asset growth than 65% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$829,901

Up $49,456 (+6.3%) from 2012

Net Assets

Down

$229,310

Down $3,625 (-1.6%) from 2012

Liabilities

Up

$600,591

Up $53,081 (+9.7%) from 2012

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin23rd percentile

Revenue

$28,872

No earlier filing loaded for comparison.

Expenses

Up

$32,497

Up $596 (+1.9%) from 2012

Net Income

-$3,625

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.0M$500K$0Assets 2010: $806,953Liabilities 2010: $576,167Net Assets 2010: $230,7862010Assets 2011: $808,038Liabilities 2011: $575,123Net Assets 2011: $232,9152011Assets 2012: $780,445Liabilities 2012: $547,510Net Assets 2012: $232,9352012Assets 2013: $829,901Liabilities 2013: $600,591Net Assets 2013: $229,3102013Assets 2014: $778,667Liabilities 2014: $556,801Net Assets 2014: $221,8662014Assets 2015: $816,330Liabilities 2015: $594,421Net Assets 2015: $221,9092015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$829,901
Liabilities$600,591
Net Assets$229,310
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2010: $37,0692010Expenses 2011: $34,0402011Expenses 2012: $31,9012012Revenue 2013: $28,872Expenses 2013: $32,497Net Income 2013: -$3,6252013Revenue 2014: $28,767Expenses 2014: $36,211Net Income 2014: -$7,4442014Revenue 2015: $29,836Expenses 2015: $29,793Net Income 2015: $432015Revenue 2016: $3,663Expenses 2016: $225,572Net Income 2016: -$221,9092016

Highlighted filing

2013

Revenue$28,872
Expenses$32,497
Net Income-$3,625
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 4, 2014
Return Version
2013v3.1
Gross Receipts
$28,872
Mission and Program Overview

Mission

The catholic credit union is a service provider to the members of the catholic parishes in douglas county, wisconsin. The credit unions mission is to provide support for the financial needs of our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$483,896$415,559▼ $68,337
Savings and Temporary Cash Investments$222,606$345,455▲ $122,849
Rtn Earn Endowment Incm Other Fnds$232,935$229,310▼ $3,625
Cash and Non-Interest-Bearing Accounts$59,268$54,723▼ $4,545
Investments Program Related$9,035$8,765▼ $270
Land, Buildings, and Equipment, Net$4,430$3,786▼ $644
Prepaid Expenses and Deferred Charges$1,182$1,168▼ $14
Total Assets$780,445$829,901▲ $49,456
Other Assets Total$28$445▲ $417
Liabilities
Other Liabilities$546,542$600,241▲ $53,699
Accounts Payable and Accrued Expenses$968$350▼ $618
Total Liabilities$547,510$600,591▲ $53,081
Net Assets / Fund Balance
Total Net Assets Fund Balance$232,935$229,310▼ $3,625
Total Liabilities and Net Assets / Fund Balance$780,445$829,901▲ $49,456

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,300--
Other Land Buildings$3,786$758-
Other Assets Org$445--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Donald OdermannChair
Lyn LarsonPresident
Scott WallinVice-chair
Donald KrisakDirector
Richard SisloDirector
Shirley SicklerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,221
Investment Income
$3,651
Other Revenue
$0
Change in Net Assets
$-3,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$17,332
Other Expenses$5,730--$5,730
All Other Expenses---$2,581
Conferences and Meetings---$2,007
Insurance---$1,898
Office Expenses---$742
Depreciation Depletion---$644
Fees for Services Accounting---$200
Advertising---$-59
Total Functional Expenses$0$0$0$32,497
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares and Deposits$600,241
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Two of the directors are family members.”

Members or stockholder classes and rights 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 governing body (board of directors).”

Member election for additional members Part VI line 7A

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

Governing body decisions Part VI line 7B

“Each member has one vote to utilize in ratifying significant decisions beyond the authority of the board as outlined in the organizations bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency.”

Form 990 governing body review Part VI line 11

“N/A”

Conflict of interest policy compliance Part VI line 12C

“Through webinars and ii releases.”

Governing documents etc available to public Part VI line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

EIN
39-6050721

Signing Officer

Name
Lyn Larson
Title
President
Phone
7153924524
Signed
2014-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lyn Larson
Formed
1936
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Preparer
Scott Wallin
Phone
2183104362
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Expenses are an allocation of a service center that runs the credit union.”

Raw XML Appendix325 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/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
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IRS990/MissionDesc0THE CATHOLIC CREDIT UNION IS A SERVICE PROVIDER TO THE MEMBERS OF THE CATHOLIC PARISHES IN DOUGLAS COUNTY, WISCONSIN. THE CREDIT UNIONS MISSION IS TO PROVIDE SUPPORT FOR THE FINANCIAL NEEDS OF OUR MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE DIRECTORS ARE FAMILY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP UTILIZING THEIR ONE VOTE PER MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER HAS ONE VOTE TO UTILIZE IN RATIFYING SIGNIFICANT DECISIONS BEYOND THE AUTHORITY OF THE BOARD AS OUTLINED IN THE ORGANIZATIONS BYLAWS. ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL OF MEMBERSHIP, UNLESS MANDATED BY REGULATORY AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THROUGH WEBINARS AND II RELEASES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EXPENSES ARE AN ALLOCATION OF A SERVICE CENTER THAT RUNS THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other fees for services expenses Part IX line 11g
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028872
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0780445
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0829901
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYN LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07153924524
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10CATHOLIC CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0396050721
ReturnHeader/Filer/USAddress/AddressLine101225 TOWER AVENUE
ReturnHeader/Filer/USAddress/City0SUPERIOR
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273559905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCOTT WALLIN CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 836
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SUPERIOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054880
ReturnHeader/PreparerPersonGrp/PhoneNum02183104362
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Wallin
ReturnHeader/ReturnTs02014-02-04T00:38:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$829,901
Liabilities
$600,591
Net assets
$229,310
Revenue
$28,872
Expenses
$32,497
Net income
-$3,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$2.26$2.22
2015Detailed filing. Detailed filing data is available for this year.$8.16$5.94$2.22$0.30$0.30$0.00
2014Detailed filing. Detailed filing data is available for this year.$7.79$5.57$2.22$0.29$0.36$0.07
2013Detailed filing. Detailed filing data is available for this year.$8.30$6.01$2.29$0.29$0.32$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.80$5.48$2.33$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$5.75$2.33$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$5.76$2.31$0.37