2025-04-17T17:49:33-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 109 N MAIN STREET SUITE 200 AUSTIN MN 55912 990 2024-01-01 391020437 PREMIER FINANCIAL CREDIT UNION PREM 9208984232 2017 MAIN STREET NEW HOLSTEIN WI 53061 BRAD GRANT PRESIDENT & CEO 9208984232 2025-04-10 1 0 TANYA MEDGAARDEN P01717240 5074347000 2025-04-10 2024 2025-03-06 01:10:19Z BRAD GRANT 2017 MAIN STREET NEW HOLSTEIN WI 53061 6664586 0 X YOURPFCU.COM X 1962 WI TO PROVIDE IN A SOUND AND BUSINESSLIKE MANNER, FOR OUR FIELD OF MEMBERSHIP,SIMPLE YET FLEXIBLE PROGRAMS TO HELP ACHIEVE A BETTER SOCIAL AND ECONOMIC LIFE FOR MEMBERS AND COMMUNITY, MAINTAINING THE CREDIT UNION'S FRIENDLY MEMBER OWNED PHILOSOPHY. 7 7 65 7 0 0 0 0 3801270 4692405 1967377 1770935 188628 201246 5957275 6664586 0 0 138931 217988 2239950 2352929 0 0 0 1948455 2233808 4327336 4804725 1629939 1859861 129579825 128936775 117276457 114492159 12303368 14444616 TO PROVIDE IN A SOUND AND BUSINESSLIKE MANNER, FOR OUR FIELD OF MEMBERSHIP, SIMPLE YET FLEXIBLE PROGRAMS TO HELP ACHIEVE A BETTER SOCIAL AND ECONOMIC LIFE FOR MEMBERS AND COMMUNITY, MAINTAINING THE CREDIT UNION'S FRIENDLY MEMBER OWNED PHILOSOPHY. 0 0 PROVIDED LOW-COSTS FINANCIAL SERVICES TO ITS MEMBERS. SERVED MEMBERS' INTEREST BY ACCEPTING DEPOSITS, GRANTING LOANS, AND INVESTING EXCESS FUNDS IN A PRUDENT MANNER. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3156 0 65 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 0 0 0 0 0 1 1 1 1 0 X BRAD GRANT 9208984232 2017 MAIN ST NEW HOLSTEIN WI 53061 THOMAS MUELLER CHAIRPERSON 1.00 X X 1275 0 0 TRE WALDREN VICE-CHAIRPERSON 1.00 X X 1275 0 0 SANDRA BURG SECRETARY 1.00 X X 1125 0 0 PHILIP VERGOWE TREASURER 1.00 X X 1200 0 0 JULIE SCHOENBORN DIRECTOR 1.00 X 1125 0 0 AL SCHMITZ DIRECTOR 1.00 X 1200 0 0 SHANE PEIK DIRECTOR 1.00 X 1200 0 0 BRAD GRANT PRESIDENT/CEO 40.00 X 169941 0 30132 DIANE RIEDER VICE PRESIDENT/CFO 40.00 X 154265 0 22923 332606 0 53055 2 0 1 0 FISERV INC PO BOX 934057 ATLANTA GA 311934057 CORE PROCESSOR, DEBIT/CRED CARDS, HOME B 254613 APPLIED TECH SOLUTIONS LLC PO BOX 650823 DALLAS TX 752650823 IT SERVICES 238877 FSC N70 W25156 INDIAN GRASS LN SUSSEX WI 53089 CAMERA, ALARMS AND BANK EQUIP 164671 3 INTEREST INCOME ON LOANS 522291 3515990 3515990 OTHER OPERATING INCOME 522100 665026 665026 FEE INCOME 523000 511389 511389 4692405 1770935 1770935 OTHER INCOME 522100 201246 201246 201246 6664586 4893651 0 1770935 X 217988 385661 1545585 146915 125209 149559 3221 38400 1285616 82554 372537 109594 69678 1 264477 LOAN SERVICING EXPENSE 229127 OPERATING FEES 6270 CREDIT LOSS EXPENSE -16391 ALL OTHER EXPENSES -211276 4804725 2763830 2167497 34800415 23661874 24886 29880 67263252 78551710 5031803 5475197 6460285 2481737 4121896 3978548 9843307 8758307 5730436 6313762 129579825 128936775 1947139 1492146 115329318 113000013 117276457 114492159 X 0 0 0 0 12303368 14444616 12303368 14444616 129579825 128936775 X 1859861 281387 X 0 0 0 582045 582045 3815489 849356 2966133 70040 55579 14461 1959065 1576802 382263 33646 33646 3978548 HELD-TO-MATURITY 7750000 C OTHER INVESTMENTS 1008307 C 8758307 MEMBER DEPOSITS 113000013 113000013 X 0 0 0 BRAD GRANT PRESIDENT/CEO 141812 0 28129 0 0 0 0 0 30132 0 200073 0 0 0 DIANE RIEDER VICE PRESIDENT/CFO 135265 0 19000 0 0 0 0 0 22923 0 177188 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS FORM 990, PART VI, SECTION A, LINE 7A MEMBERS FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER HAS ONE VOTE TO UTILIZE IN RATIFYING SIGNIFICANT DECISION BEYOND THE AUTHORITY OF THE BOARD AS OUTLINED IN THE ORGANIZATION'S BYLAWS. ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL OF THE MEMBERSHIP, UNLESS MANDATED BY REGULATORY AGENCY (I.E. NCUA, WISCONSIN OFFICE OF CREDIT UNIONS). FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY PRESIDENT AND CHAIRMAN OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THERE ARE ANNUAL REVIEWS AND PERFORMANCE EVALUATIONS DONE BY THE BOARD OF DIRECTORS FOR THE CEO AND BY THE IMMEDIATE SUPERVISOR FOR ALL OTHER PERSONNEL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE POSTED AT VARIOUS LOCATIONS IN AND OUTSIDE THE CREDIT UNION. NO DISCLOSURE IS MADE FOR THE CONFLICT OF INTEREST POLICY OR GOVERNING DOCUMENTS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 586,336. ATM/CARD AND SERVICE PROCESSING COST 699,280. FORM 990, PART XI, LINE 9: OTHER COMPREHENSIVE INCOME 291,751. CECL ADJUSTMENT REQUIRED BY REGULATORS -10,364.