FOX COMMUNITIES CREDIT UNION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FOX COMMUNITIES CREDIT UNION (EIN 39-0738415)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349308971
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:10:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390912608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS ASH CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 N BROADWAY SUITE 250 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390738415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX COMMUNITIES CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOXC | BusinessNameControlTxt |
| Phone | 9209933753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 E ENTERPRISE AVE | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIKOLA B SCHAUMBERG CPA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9209933753 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY DANEN CPA | PreparerPersonNm |
| PTIN | P01236582 | PTIN |
| Phone | 9203369850 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 E ENTERPRISE AVE | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $141,797,274 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 2157 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.FOXCU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | WE PARTNER WITH OUR MEMBERS, COMMUNITIES, AND FOX FAMILY TO BUILD STRONGER FINANCIAL FUTURES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 520 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $172,043 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $94,845,524 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $117,848,963 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,932,671 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,767,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,612,794 | PYOtherRevenueAmt |
| CY Other Revenue | $1,380,779 | CYOtherRevenueAmt |
| PY Total Revenue | $104,390,989 | PYTotalRevenueAmt |
| CY Total Revenue | $137,997,017 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,585,243 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,758,763 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,540,736 | PYOtherExpensesAmt |
| CY Other Expenses | $88,293,021 | CYOtherExpensesAmt |
| PY Total Expenses | $86,125,979 | PYTotalExpensesAmt |
| CY Total Expenses | $126,051,784 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,265,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,945,233 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,694,097,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,838,956,202 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,471,501,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,589,956,576 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $222,596,050 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $248,999,626 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE PARTNER WITH OUR MEMBERS, COMMUNITIES, AND FOX FAMILY TO BUILD STRONGER FINANCIAL FUTURES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | WE OFFER LOANS FOR PURCHASES OF RESIDENTIAL REAL ESTATE, CREDIT CARDS, AUTOMOBILES AND OTHER CONSUMER PURPOSES TO OUR INDIVIDUAL MEMBERS, AND OUR SMALL BUSINESS MEMBERS. AS OF 12/31/2023 WE HAD $1 BILLION OUTSTANDING IN RESIDENTIAL REAL ESTATE AND HOME EQUITY LOANS, $554 MILLION OUTSTANDING IN CONSUMER LOANS, AND $653 MILLION OUTSTANDING IN MEMBER BUSINESS LOANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WE OFFER DEPOSIT PRODUCTS TO INDIVIDUAL MEMBERS AS WELL AS BUSINESS MEMBERS THAT QUALIFY IN OUR FIELD OF MEMBERSHIP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOX DONATED IN EXCESS OF $800,000 TO VARIOUS LOCAL CHARITIES THROUGHOUT THE YEAR. FOX CONTINUES TO SUPPORT LOCAL NONPROFITS AND VOLUNTEERS AT MANY COMMUNITY EVENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60952 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 520 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIKOLA B SCHAUMBERG CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9209933753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 E ENTERPRISE AVE | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD SCOTT | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $15,225 | $0 | $0 | ||
| JOANNE BOGENSCHUTZ | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $12,225 | $0 | $0 | ||
| MARTY DOCTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $9,250 | $0 | $0 | |||
| WILLIAM PANELLA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $11,725 | $0 | $0 | |||
| CAMILLE KEMNITZ-ZIZZO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $11,550 | $0 | $0 | |||
| JESSICA FLEEK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $11,050 | $0 | $0 | |||
| MICHAEL VOELKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $11,025 | $0 | $0 | |||
| JAMES RICHARDSON | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $12,225 | $0 | $0 | ||
| PAUL SIPPL | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $11,725 | $0 | $0 | ||
| CHRISTOPHER ALLEN | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $661,350 | $0 | $51,055 | |||
| NIKI SCHAUMBERG | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $249,154 | $0 | $45,845 | |||
| ADAM LANDSVERK | ||||||||
| CHIEF LENDING OFFICER | 40.00 | $273,099 | $0 | $43,105 | Yes (X) | |||
| MITCHELL MUSIAL | ||||||||
| GENERAL COUNSEL | 40.00 | $215,932 | $0 | $42,625 | Yes (X) | |||
| NANCY KRAHN | ||||||||
| CHIEF RETAIL OFFICER | 40.00 | $244,424 | $0 | $19,616 | Yes (X) | |||
| KORY KITOWSKI | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $210,062 | $0 | $22,218 | Yes (X) | |||
| KRISTINE HACKBARTH-HORN | ||||||||
| CHIEF PEOPLE OFFICER | 40.00 | $235,456 | $0 | $46,386 | Yes (X) | |||
| CATHY HARVATH | ||||||||
| FOUNDATION EXECUTIVE DIRECTOR | 1.00 | $156,091 | $0 | $22,862 | Yes (X) | |||
| DAWN DOBERSTEIN | ||||||||
| COMMERCIAL LENDER | 40.00 | $199,016 | $0 | $19,956 | Yes (X) | |||
| SCOTT YUKEL | ||||||||
| COMMERCIAL LENDER | 40.00 | $186,797 | $0 | $30,330 | Yes (X) | |||
| CHRISTOPHER CUMICEK | ||||||||
| COMMERCIAL LENDER | 40.00 | $181,711 | $0 | $37,988 | Yes (X) | |||
| STEVE GINERIS | ||||||||
| VP OF RETAIL LENDING | 40.00 | $165,679 | $0 | $9,902 | Yes (X) | |||
| CHRIS THELEN | ||||||||
| FINANCIAL ADVISOR | 1.00 | $181,781 | $0 | $29,590 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,266,552 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $421,478 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FISERV INC | |||||
| PO BOX 934057 | ATLANTA | GA | 311934057 | CORE PROCESSOR | $3,404,623 |
| VISA | |||||
| PO BOX 742233 | LOS ANGELES | CA | 900742233 | CREDIT & DEBIT CARD SERVICES | $1,578,584 |
| BUSINESS LENDING GROUP INC | |||||
| 2350 N CASALOMA DRIVE STE 100 | APPLETON | WI | 54913 | UNDERWRITING SERVICES | $1,349,752 |
| CAPITAL DATA INC | |||||
| 1360 S MOORLAND ROAD STE 200 | BROOKFIELD | WI | 53005 | SOFTWARE SERVICES | $976,560 |
| SAGE | |||||
| 3400 RALEIGH DRIVE SE | GRAND RAPIDS | MI | 495122042 | MEMBER STATEMENT DISTRIBUTION | $918,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 45 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON LOANS | 522100 | $93,267,237 | $93,267,237 | |
| INTERCHANGE INCOME | 522100 | $12,601,136 | $12,601,136 | |
| FEE INCOME | 522100 | $9,499,137 | $9,449,109 | $50,028 |
| OTHER OPERATING INCOME | 522100 | $2,481,453 | $2,359,438 | $122,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $117,848,963 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,567,532 | TotalRevenueColumnAmt |
| Exclusion | $22,567,532 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $238,838 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $238,838 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $238,838 | TotalRevenueColumnAmt |
| Exclusion | $238,838 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,792,201 | SecuritiesAmt |
| Other | $8,056 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,792,201 | SecuritiesAmt |
| Other | -$8,056 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,800,257 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,800,257 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INCREASE IN CSV OF LIFE INSURANCE | 522100 | $819,827 | $819,827 |
| OTHER NON-OPERATING INCOME | 522100 | $322,114 | $322,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,141,941 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,997,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,018,604 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $172,043 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,806,370 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,351,569 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,690,530 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,542,027 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,083,996 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,090,641 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,328 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,035 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,308,768 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,195,640 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,210,913 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,228,021 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,063 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,287 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,783,384 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,990,240 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,981 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DIVIDENDS ON SHARES | $34,689,082 |
| LOAN ORIGINATION AND SE | $5,665,643 |
| MEMBER ACCOUNT/CARD COS | $4,712,793 |
| PROVISION FOR LOAN LOSS | $4,089,343 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740,500 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,051,784 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,077,819 | BOYAmt |
| EOY | $25,999,713 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,557,626 | BOYAmt |
| EOY | $93,646,318 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,548 | BOYAmt |
| EOY | $392,792 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,787,593 | BOYAmt |
| EOY | $1,805,469 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,107,584,259 | BOYAmt |
| EOY | $2,239,636,979 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,149,046 | BOYAmt |
| EOY | $4,689,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,578,032 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,795,339 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,091,203 | BOYAmt |
| EOY | $44,782,693 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,730,721 | BOYAmt |
| EOY | $341,231,038 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,353,457 | BOYAmt |
| EOY | $29,922,888 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,116 | BOYAmt |
| EOY | $9,907 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,703,853 | BOYAmt |
| EOY | $56,839,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,694,097,241 | BOYAmt |
| EOY | $2,838,956,202 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,876,386 | BOYAmt |
| EOY | $93,317,805 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,851,483 | BOYAmt |
| EOY | $1,610,997 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,977,675 | BOYAmt |
| EOY | $224,367,174 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,157,795,647 | BOYAmt |
| EOY | $2,270,660,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,471,501,191 | BOYAmt |
| EOY | $2,589,956,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,596,050 | BOYAmt |
| EOY | $248,999,626 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,596,050 | BOYAmt |
| EOY | $248,999,626 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,694,097,241 | BOYAmt |
| EOY | $2,838,956,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,945,233 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,738,303 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $720,040 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,231,786 | OtherCostOrOtherBasisAmt |
| Book Value | $13,231,786 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,142,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,833,227 | DepreciationAmt |
| Book Value | $26,308,858 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,260 | DepreciationAmt |
| Book Value | $65,529 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,043,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,859,087 | DepreciationAmt |
| Book Value | $4,184,367 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,092,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,100,765 | DepreciationAmt |
| Book Value | $992,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,782,693 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARES | Desc |
| Amt | $2,270,660,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,270,660,600 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $137,997,017 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $137,997,017 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $137,997,017 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $126,051,784 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $126,051,784 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $126,051,784 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | THE CREDIT UNION MAINTAINS ESCROW ACCOUNTS ASSOCIATED WITH REAL ESTATE MORTGAGES (PROPERTY TAXES AND INSURANCE) FOR MEMBERS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| APPLETON DOWNTOWN INC | ||||||||
| 333 W COLLEGE AVE STE 100 | APPLETON | WI | 54911 | 391727622 | 501(C)(6) | $14,500 | $0 | GENERAL SUPPORT/SPONSOR |
| BIG BROTHERS BIG SISTERS NE WI | ||||||||
| 520 N BROADWAY SUITE 220 | GREEN BAY | WI | 54303 | 391274696 | 501(C)(3) | $12,000 | $0 | GENERAL SUPPORT/SPONSOR |
| BIG BROTHERS BIG SISTERS OF EAST CENTRAL WI INC | ||||||||
| 1331 AMERICAN DR | NEENAH | WI | 54956 | 396103907 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT/SPONSOR |
| BOYS & GIRLS CLUB OF GREEN BAY INC | ||||||||
| 1451 UNIVERSITY AVE | GREEN BAY | WI | 54302 | 396102943 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT/SPONSOR |
| BOYS & GIRLS CLUB OF THE FOX VALLEY | ||||||||
| 160 S BADGER ST | APPLETON | WI | 54911 | 391225709 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT/SPONSOR |
| BUILDING FOR KIDS | ||||||||
| 100 W COLLEGE AVE | APPLETON | WI | 54911 | 391706260 | 501(C)(3) | $17,500 | $0 | GENERAL SUPPORT/SPONSOR |
| FEEDING AMERICA EASTERN WI INC | ||||||||
| 1700 WEST FOND DU LAC AVE | MILWAUKEE | WI | 53205 | 391384593 | 501(C)(3) | $13,588 | $0 | GENERAL SUPPORT/SPONSOR |
| FOX CARE FOUNDATION | ||||||||
| 2201 E ENTERPRISE AVE | APPLETON | WI | 54913 | 812961696 | 501(C)(3) | $25,175 | $0 | COMMUNITY SUPPORT |
| FOX CITES FESTIVAL OF LIGHTS | ||||||||
| N9334 NOE RD | APPLETON | WI | 54915 | 831785413 | 501(C)(3) | $17,500 | $0 | GENERAL SUPPORT/SPONSOR |
| FOX CITIES CHAMBER | ||||||||
| 125 N SUPERIOR ST | APPLETON | WI | 54911 | 391248133 | 501(C)(6) | $20,200 | $0 | GENERAL SUPPORT/SPONSOR |
| FOX CITIES PERFORMING ARTS CENTER | ||||||||
| 400 W COLLEGE AVE | APPLETON | WI | 54911 | 391977839 | 501(C)(3) | $50,700 | $0 | GENERAL SUPPORT/SPONSOR |
| GOLDEN HOUSE | ||||||||
| 1120 UNIVERSITY AVE | GREEN BAY | WI | 54302 | 391342659 | 501(C)(3) | $7,135 | $0 | CAPITAL CAMPAIGN |
| GREATER GREEN BAY CHAMBER COMMERCE INC | ||||||||
| 300 N BROADWAY 3A | GREEN BAY | WI | 54303 | 390318170 | 501(C)(6) | $11,650 | $0 | GENERAL SUPPORT/SPONSOR |
| HISTORY MUSEUM | ||||||||
| 330 E COLLEGE AVE | APPLETON | WI | 54911 | 391298304 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT/SPONSOR |
| LAKESIDE PACKAGING PLUS | ||||||||
| 1040 BREEZEWOOD LN | NEENAH | WI | 54956 | 390991818 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT/SPONSOR |
| LIFE PROMOTIONS | ||||||||
| 3000 N POINTER RD | APPLETON | WI | 54911 | 391372893 | 501(C)(3) | $5,300 | $0 | GENERAL SUPPORT/SPONSOR |
| MAKE A WISH FOUNDATION OF WISCONSIN INC | ||||||||
| 11020 W PLANK COURT 200 | WAUWATOSA | WI | 53226 | 391543541 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT/SPONSOR |
| MYTEAM TRIUMPH | ||||||||
| 1406 S JACKSON ST | GREEN BAY | WI | 54301 | 272300895 | 501(C)(3) | $9,000 | $0 | GENERAL SUPPORT/SPONSOR |
| ON BROADWAY INC | ||||||||
| 340 N BROADWAY STE 165 | GREEN BAY | WI | 54303 | 391825541 | 501(C)(3) | $56,435 | $0 | GENERAL SUPPORT/SPONSOR |
| OSHKOSH CHAMBER OF COMMERCE | ||||||||
| 120 JACKSON ST | OSHKOSH | WI | 54901 | 930765817 | 501(C)(6) | $6,800 | $0 | GENERAL SUPPORT/SPONSOR |
| OSHKOSH COMMUNITY YMCA | ||||||||
| 324 WASHINGTON AVE | OSHKOSH | WI | 54901 | 390878909 | 501(C)(3) | $20,000 | $0 | BIKE RIDE |
| OSHKOSH INTO THE NIGHT INC | ||||||||
| 200 D CITY CENTER | OSHKOSH | WI | 54901 | 842794186 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT/SPONSOR |
| OSHKOSH KIDS FOUNDATION | ||||||||
| 1041 N WESTHAVEN DR | OSHKOSH | WI | 54901 | 842675271 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT/SPONSOR |
| OSHKOSH MID MORNING KIWANIS FOUNDATION | ||||||||
| PO BOX 554 | OSHKOSH | WI | 54903 | 273296813 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT/SPONSOR |
| REBUILDING TOGETHER FOX VALLEY | ||||||||
| 100 W COLLEGE AVE SUITE 50F | APPLETON | WI | 54911 | 392013200 | 501(C)(3) | $11,000 | $0 | GENERAL SUPPORT/SPONSOR |
| ST JOHN THE EVANGELIST HOMELESS SHELTER INC | ||||||||
| 612 STUART ST | GREEN BAY | WI | 54301 | 262892934 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT/SPONSOR |
| THE CHAMBER OF MANITOWOC COUNTY INC | ||||||||
| 1515 MEMORIAL DRIVE | MANITOWOC | WI | 54220 | 390465570 | 501(C)(6) | $5,200 | $0 | GENERAL SUPPORT/SPONSOR |
| UNITED WAY BROWN COUNTY | ||||||||
| PO BOX 1593 | GREEN BAY | WI | 54305 | 390806299 | 501(C)(3) | $12,000 | $0 | GENERAL SUPPORT/SPONSOR |
| UNITED WAY FOX CITIES | ||||||||
| 1455 MIDWAY RD | MENASHA | WI | 54952 | 390912895 | 501(C)(3) | $22,000 | $0 | GENERAL SUPPORT/SPONSOR |
| US VENTURE SCHMIDT FAMILY FOUNDATION | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | 391540933 | 501(C)(3) | $35,000 | $0 | GENERAL SUPPORT/SPONSOR |
| VOLUNTEER CENTER OF EAST CENTRAL WI | ||||||||
| 2616 S ONEIDA ST | APPLETON | WI | 54915 | 391765162 | 501(C)(3) | $7,500 | $0 | GENERAL SUPPORT/SPONSOR |
| YMCA OF THE FOX CITES | ||||||||
| 218 E LAWRENCE ST | APPLETON | WI | 54911 | 390806191 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT/SPONSOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NONE - GRANTS AND ASSISTANCE ARE GENERALLY LIMITED TO KNOWN LOCAL ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER ALLEN | ||||||||||||||
| PRESIDENT/CEO | $489,100 | $0 | $160,250 | $0 | $12,000 | $0 | $19,559 | $0 | $31,496 | $0 | $712,405 | $0 | $0 | $0 |
| ADAM LANDSVERK | ||||||||||||||
| CHIEF LENDING OFFICER | $229,099 | $0 | $44,000 | $0 | $0 | $0 | $13,379 | $0 | $29,726 | $0 | $316,204 | $0 | $0 | $0 |
| NIKI SCHAUMBERG | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $217,154 | $0 | $32,000 | $0 | $0 | $0 | $14,349 | $0 | $31,496 | $0 | $294,999 | $0 | $0 | $0 |
| KRISTINE HACKBARTH-HORN | ||||||||||||||
| CHIEF PEOPLE OFFICER | $204,706 | $0 | $30,750 | $0 | $0 | $0 | $14,890 | $0 | $31,496 | $0 | $281,842 | $0 | $0 | $0 |
| NANCY KRAHN | ||||||||||||||
| CHIEF RETAIL OFFICER | $212,424 | $0 | $32,000 | $0 | $0 | $0 | $9,487 | $0 | $10,129 | $0 | $264,040 | $0 | $0 | $0 |
| MITCHELL MUSIAL | ||||||||||||||
| GENERAL COUNSEL | $200,932 | $0 | $15,000 | $0 | $0 | $0 | $11,129 | $0 | $31,496 | $0 | $258,557 | $0 | $0 | $0 |
| KORY KITOWSKI | ||||||||||||||
| CHIEF INFORMATION OFFICER | $205,062 | $0 | $5,000 | $0 | $0 | $0 | $12,659 | $0 | $9,559 | $0 | $232,280 | $0 | $0 | $0 |
| CHRISTOPHER CUMICEK | ||||||||||||||
| COMMERCIAL LENDER | $143,243 | $0 | $38,468 | $0 | $0 | $0 | $6,492 | $0 | $31,496 | $0 | $219,699 | $0 | $0 | $0 |
| DAWN DOBERSTEIN | ||||||||||||||
| COMMERCIAL LENDER | $150,003 | $0 | $49,013 | $0 | $0 | $0 | $9,827 | $0 | $10,129 | $0 | $218,972 | $0 | $0 | $0 |
| SCOTT YUKEL | ||||||||||||||
| COMMERCIAL LENDER | $143,087 | $0 | $43,710 | $0 | $0 | $0 | $10,076 | $0 | $20,254 | $0 | $217,127 | $0 | $0 | $0 |
| CHRIS THELEN | ||||||||||||||
| FINANCIAL ADVISOR | $181,781 | $0 | $0 | $0 | $0 | $0 | $9,336 | $0 | $20,254 | $0 | $211,371 | $0 | $0 | $0 |
| CATHY HARVATH | ||||||||||||||
| FOUNDATION EXECUTIVE DIRECTOR | $136,091 | $0 | $20,000 | $0 | $0 | $0 | $8,837 | $0 | $14,025 | $0 | $178,953 | $0 | $0 | $0 |
| STEVE GINERIS | ||||||||||||||
| VP OF RETAIL LENDING | $144,179 | $0 | $21,500 | $0 | $0 | $0 | $9,902 | $0 | $0 | $0 | $175,581 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | FROM F/S FOOTNOTE 9 - EMPLOYMENT BENEFIT PLANS: THE CREDIT UNION SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN WITH KEY MEMBERS OF ITS MANAGEMENT TEAM. THE CREDIT UNION DOES NOT MAKE CONTRIBUTIONS TO THE PLANS, WHICH ARE FUNDED SOLELY BY THE EMPLOYEES. THE DEFERRED COMPENSATION ACCOUNTS ARE AVAILABLE TO CREDITORS IN THE EVENT OF THE CREDIT UNION'S LIQUIDATION. THE BALANCES OF THESE DEFERRED COMPENSATION AGREEMENTS WAS APPROXIMATELY $1,151,900 AS OF DECEMBER 31, 2023, AND ARE INCLUDED IN PREPAID EXPENSES AND OTHER ASSETS AND ACCRUED EXPENSES AND OTHER LIABILITIES ON THE ACCOMPANYING STATEMENT OF FINANCIAL CONDITION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS ALLEN | PersonNm |
| Relationship With Org | PRESIDENT | RelationshipWithOrgTxt |
| Loan Purpose | SPLIT DOLLAR LIFE INSURANCE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $1,748,000 | OriginalPrincipalAmt |
| Balance Due | $1,805,469 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,805,469 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, 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). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP UTILIZING THEIR ONE VOTE PER MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH MEMBER HAS ONE VOTE TO UTILIZE IN RATIFYING SIGNIFICANT DECISIONS BEYOND THE AUTHORITY OF THE BOARD AS OUTLINED IN THE ORGANIZATION'S BYLAWS. ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL OF MEMBERSHIP, UNLESS MANDATED BY A REGULATORY AGENCY (I.E., NCUA, WISCONSIN OFFICE OF CREDIT UNIONS). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT/CEO PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | NO DIRECTOR, OFFICER, COMMITTEEMEMBER, AGENT, OR EMPLOYEE OF THIS CREDIT UNION SHALL IN ANY MANNER, DIRECTLY OR INDIRECTLY, PARTICIPATE IN THE DELIBERATION UPON OR THE DETERMINATION OF ANY QUESTION AFFECTING HIS OR HER PECUNIARY OR PERSONAL INTEREST OR THE PECUNIARY INTEREST OF ANY ORGANIZATION OR ASSOCIATION IN WICH THE PERSON IS DIRECTLY OR INDIRECTLY INTERESTED. IN THE EVENT OF DISQUALIFICATION, THE DIRECTOR OR COMMITTEE MEMBER SHALL WITHDRAW FROM THE DELIBERATION OR DETERMINATION. IF A DIRECTOR OR COMMITTEE MEMBER WITHDRAWS FROM ANY DELIBERAION OR DETERMINATION, THE REMAINING QUALIFIED DIRECTORS OR COMMITTEE MEMBERS PRESENT AT THE MEETING MAY EXERCISE ALL POWERS OF THE BOARD OR COMMITTEE, PROVIDED THE NUMBER OF DIRECTORS OR COMMITTEE MEMBERS PRESENT, INCLUDING THE DISQUALIFIED DIRECTORS OR COMMITTEE MEMBERS, CONSTITUTES A QUORUM. ALL INTERESTED PERSONS MUST COMPLETE, SIGN, AND RETURN IMMEDIATELY FOLLOWING THE ANNUAL ORGANIZATION MEETING OF THE CREDIT UNION'S BOARD OF DIRECTORS, A "CONFLICT OF INTEREST" WHICH DISCLOSES ANY RELAIONSHIP THAT MIGHT CONSTITUTE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE CREDIT UNION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FOR OTHER OFFICERS, THE ORGANIZATION USES THIRD PARTY SURVEYS TO CONDUCT A MARKET ANALYSIS OF ALL THE POSITIONS AT THE CREDIT UNION. THE ORGANIZATION ALSO REGULARLY REFERS TO THE CUES COMPENSATION INFORMATION AND THE CUNA WAGE SURVEY AVAILABLE THROUGH THEIR MEMBERSHIP TO THESE ORGANIZATIONS. FOR THE MOST RECENT OFFICER HIRES, THE ORGANIZATION USES RECRUITING FIRMS THAT WERE ENGAGED TO FIND OFFICERS FOR THE ORGANIZATION |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CREDIT UNION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT FOR IMPLEMENTATION OF ASC 326 720,038. ROUNDING 2. |
| FORM 990, PART XI, LINE 2C | NO CHANGES TO THE OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFIT SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 E ENTERPRISE AVE | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391657363 | EIN |
| Primary Activities | INSURANCE SALES | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX COMMUNITIES CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |