2025-10-20T16:10:49-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 109 N MAIN STREET SUITE 200 AUSTIN MN 55912 990 2024-01-01 391134930 UNISON CREDIT UNION UNIS 9207666000 PO BOX 260 KAUKAUNA WI 54130 MARK HIETPAS PRESIDENT/CEO 9207666000 2025-10-20 1 0 TANYA MEDGAARDEN P01717240 5074347000 2025-10-20 2024 2025-03-06 01:10:19Z MARK HIETPAS PO BOX 260 KAUKAUNA WI 54130 20815770 0 X WWW.UNISONCU.ORG X CREDIT UNION 1932 WI A MEMBER-OWNED, NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION. 9 8 88 8 8110 0 0 0 10811500 13652614 5792208 7153265 21843 0 16625551 20805879 117685 117013 3368606 4705659 5172721 5644039 0 0 0 6625468 7187898 15284480 17654609 1341071 3151270 322669489 338931066 301443842 313756104 21225647 25174962 THE MISSION OF UNISON CREDIT UNION IS TO PROVIDE EXCEPTIONAL SERVICE TO OUR MEMBERS. 0 0 UNISON CREDIT UNION IS A FULL SERVICE CREDIT UNION SERVING OUR MEMBERS FROM SIX LOCATIONS IN KAUKAUNA, LITTLE CHUTE, WRIGHTSTOWN, DE PERE, AND GRAND CHUTE. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 7999 0 88 1 1 1 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 0 WI X KELLI WERSCHEM 9207666000 PO BOX 260 KAUKAUNA WI 54130 MARK HIETPAS CEO 40.00 X X 325429 0 61928 JOE VERHAGEN CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 JIM FETT VICE CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 DANIEL VALENTYN BOARD SECRETARY 1.00 X X 0 0 0 CAROL WEDIG BOARD MEMBER 1.00 X 0 0 0 DAVID VAN DE HEY BOARD MEMBER 1.00 X 0 0 0 KELLY KELLY BOARD MEMBER 1.00 X 0 0 0 KENNETH RUBEN WITTMAN BOARD MEMBER 1.00 X 0 0 0 GIOVANNA FELLER BOARD MEMBER 1.00 X 0 0 0 CHARLES MARTIN CFO 40.00 X 194946 0 48141 CATHERINE KARI EXECUTIVE VICE PRESIDENT 40.00 X 203170 0 12390 VICKI RUNNING CIO 40.00 X 153449 0 42064 CHAD VAN HANDEL CHIEF COMMERCIAL OFFICER 40.00 X 140580 0 51060 RYAN HUEBNER CHIEF MEMBER SERVICE OFFICER 40.00 X 154678 0 22561 KELLI CLUSSMAN CHIEF MARKETING OFFICER 40.00 X 141544 0 8672 1313796 0 246816 7 0 1 0 FISERV 600 N VEL R PHILLIPS AVE MILWAUKEE WI 53203 DEBIT CARD AND CREDIT CARD PROCESSING, A 660526 CU ANSWERS 6000 28TH ST GRAND RAPIDS MI 49546 CORE DATA PROCESSING SERVICES 554124 2 INTEREST ON LOANS 522100 10403842 10403842 OTHER INCOME 522100 1841706 1841706 SERVICE FEES 522100 1407066 1398956 8110 13652614 7156906 7156906 6250 9891 -3641 -3641 -3641 20805879 13644504 8110 7153265 117013 4705659 1560612 3167173 144861 437630 333763 78750 961644 1446272 266685 53680 2369938 530344 CREDIT LOSS EXPENSE 946419 EDUCATION 223321 LOAN SERVICING 219654 MISCELLANEOUS 62740 28451 17654609 4591830 4891436 21895757 12963563 319554 553567 5573620 5634956 183058362 199838357 498184 443141 14484769 7583052 6618076 6901717 96214409 103308608 229437 216450 3670260 4179271 322669489 338931066 3477542 2117587 10500000 17000000 287466300 294638517 301443842 313756104 X 0 0 0 0 21225647 25174962 21225647 25174962 322669489 338931066 3151270 798045 0 X X 0 1 X 1 0 2221301 2221301 6491707 3162184 3329523 1735126 1248499 486627 4036635 3172369 864266 6901717 SHARE DEPOSITS 1057385 C AFS SECURITIES 99463975 F OTHER INVESTMENTS 2787248 C 103308608 MEMBERS SAVINGS AND CERTIFICATES 294638517 294638517 X 20805878 0 20805878 1 1 20805879 17654608 0 17654608 1 1 17654609 PART X, LINE 2: THE CREDIT UNION IS EXEMPT, UNDER INTERNAL REVENUE CODE 501(C)(14), FROM MOST FEDERAL AND STATE INCOME TAXES. THE CREDIT UNION HAS FILED TAX RETURNS IN THE PAST FOR ACTIVITIES IT HAS DEEMED TAXABLE AS UNRELATED BUSINESS INCOME. THE CREDIT UNION EVALUATED ITS TAX POSITIONS AND DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER, 31 2024. THE CREDIT UNION'S 2021 THROUGH 2023 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING - 1 PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING - 1 1 CITY OF KAUKAUNA 144 W 2ND ST KAUKAUNA WI 54130 396005479 GOVERNMENT 37000 0 FOX RIVER BOARDWALK CROSSING, KAUKAUNA MUNICIPAL POOL PROJECT, TAP TAKEOVER SPONSORSHIP SPIERINGS CANCER FOUNDATION PO BOX 171 LITTLE CHUTE WI 54140 264201357 501C3 10000 0 CANCER FOUNDATION SPONSORSHIP HEART OF THE VALLEY CHAMBER OF COMMERCE 101 E WSCONSIN AVE KAUKAUNA WI 54130 390806130 501C6 6850 0 MULTIPLE ACTIVITY SPONSORSHIP POLICE LIGHTS OF CHRISTMAS 2684 DEVELOPMENT DRIVE GREEN BAY WI 54311 363386532 501C3 5766 0 DONATION 4 PART I, LINE 2: REQUESTS AND SIGNED APPROVALS ARE RETAINED ELECTRONICALLY FOR ALL DONATIONS. X 1 1 X X X 0 0 0 MARK HIETPAS CEO 293916 0 23068 0 8445 0 20284 0 41644 0 387357 0 0 0 CHARLES MARTIN CFO 184111 0 10610 0 225 0 12141 0 36000 0 243087 0 0 0 CATHERINE KARI EXECUTIVE VICE PRESIDENT 192285 0 10660 0 225 0 12177 0 213 0 215560 0 0 0 VICKI RUNNING CIO 147739 0 5065 0 645 0 9903 0 32161 0 195513 0 0 0 CHAD VAN HANDEL CHIEF COMMERCIAL OFFICER 136075 0 4175 0 330 0 9216 0 41844 0 191640 0 0 0 RYAN HUEBNER CHIEF MEMBER SERVICE OFFICER 150411 0 4105 0 162 0 9452 0 13109 0 177239 0 0 0 KELLI CLUSSMAN CHIEF MARKETING OFFICER 136999 0 4320 0 225 0 8465 0 207 0 150216 0 0 0 PART I, LINE 1A ALL EMPLOYEES ARE ELIGIBLE FOR PAYMENTS TOWARDS A YMCA MEMBERSHIP PART I, LINE 3 BOARD OF DIRECTORS REVIEW CEO'S COMPENSATION AND LOOK AT SURVEYS FROM CUNA AND THE WISCONSIN CREDIT UNION LEAGUE. THE CEO AND MANAGEMENT TEAM REVIEW ALL OTHER EMPLOYEES AND BASES COMPENSATION ON SURVEYS AND JOB PERFORMANCE. ALL COMPENSATION DECISIONS ARE DOCUMENTED IN EMPLOYEE FILES. MARK HIETPAS CEO SPLIT DOLLAR X 2000000 2446898 0 1 1 CHAD VAN HANDEL CLO SPLIT DOLLAR X 1000000 1062686 0 1 1 CATHERINE KARI COO SPLIT DOLLAR X 1000000 1062686 0 1 1 CHARLES MARTIN CFO SPLIT DOLLAR X 1000000 1062686 0 1 1 5634956 FORM 990, PART VI, SECTION A, LINE 1A MARK HIETPAS IS ALSO CEO/PRESIDENT OF THE CREDIT UNION. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS ARE EQUAL AND REQUIRE A $5 SHARE DEPOSIT. FORM 990, PART VI, SECTION A, LINE 7A AN ANNUAL MEETING IS HELD WHERE ALL MEMBERS ARE ALLOWED ONE VOTE TO ELECT INDIVIDUALS TO OPEN POSITIONS ON OUR BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO REVIEW THE PREPARED FORM 990 FOR ACCURACY PRIOR TO FILING THE FORM FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS REVIEW CEO'S COMPENSATION AND LOOK AT SURVEYS FROM CUNA AND THE WISCONSIN CREDIT UNION LEAGUE. THE CEO AND MANAGEMENT TEAM REVIEW ALL OTHER EMPLOYEES AND BASES COMPENSATION ON THE SURVEYS AND JOB PERFORMANCE. ALL COMPENSATION DECISIONS ARE DOCUMENTED IN EMPLOYEE FILES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THIS PROCESS.