2025-11-17T16:38:15-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 109 N MAIN STREET SUITE 200 AUSTIN MN 55912 990 2024-01-01 390203995 LANDMARK CREDIT UNION LAND 2627964500 555 S EXECUTIVE DR BROOKFIELD WI 53005 DAVID POWERS CFO 2627964500 2025-11-17 1 1 TANYA MEDGAARDEN P01717240 5074347000 2025-11-14 2024 2025-03-06 01:10:19Z DAVID POWERS 555 S EXECUTIVE DR BROOKFIELD WI 53005 427258692 0 X WWW.LANDMARKCU.COM X CREDIT UNION 1933 WI LANDMARK CREDIT UNION IS A MEMBER-OWNED NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION. 10 9 1260 0 250913 0 0 0 292612067 359176061 63813293 67426820 14400 14400 356439760 426617281 0 0 88104396 119659273 96809485 106554594 0 0 0 144237545 155023263 329151426 381237130 27288334 45380151 6362138027 6770014749 5740434492 6081373512 621703535 688641237 X LANDMARK CREDIT UNION IS A COOPERATIVE, NONPROFIT CORPORATION, INCORPORATED UNDER WISCONSIN STATE LAW TO ENCOURAGE THRIFT AMONG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND PROVIDE AN OPPORTUNITY FOR ITS MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. 0 0 PROVIDE LOW-COST FINANCIAL SERVICES TO OVER 396,842 MEMBERS, WHO RESIDE PRIMARILY IN SOUTHEASTERN WISCONSIN. PROVIDED OVER 745,338 SAVINGS-TYPE ACCOUNTS TO THE CREDIT UNION'S MEMBERS. THE ACCOUNTS ARE STRUCTURED TO ENCOURAGE MEMBER THRIFT AND PROVIDE A COMPETITIVE RETURN ON THEIR SAVINGS. GRANTED 48,000 LOANS TO CREDIT UNION MEMBERS, REPRESENTING APPROXIMATELY $2,262,420,299 AIMED AT MEETING THEIR RESPECTIVE FINANCING NEEDS. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 265301 0 1260 1 1 1 0 0 0 0 0 0 0 1 0 X 10 9 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X DAVID POWERS 2627964500 555 S EXECUTIVE DR BROOKFIELD WI 53005 JAY MAGULSKI TREASURER/CEO/PRESIDENT 50.00 X X 1721368 0 88009 BRIAN DOROW CHAIRPERSON 10.00 X X 25900 0 0 GRACE KOSTROSKI VICE CHAIRPERSON 10.00 X X 21300 0 0 NANCY DICKMAN SECRETARY 10.00 X X 22850 0 0 JENNIFER BOGNAR DIRECTOR 10.00 X 15125 0 0 AILEC GONZALEZ DIRECTOR 10.00 X 16500 0 0 MIKE ERWIN DIRECTOR 10.00 X 16500 0 0 JOHN SCHULZE JR DIRECTOR 10.00 X 16500 0 0 NELSON PHILLIPS DIRECTOR 10.00 X 16500 0 0 DANE SANDERSEN ASSOCIATE DIRECTOR 10.00 X 11000 0 0 BRIAN MELTER CXO 50.00 X 453258 0 64392 STEPHEN HANNAN JR CIO 50.00 X 408224 0 60213 MARK KENNEDY CLO 50.00 X 401975 0 58579 DAVID POWERS CFO 50.00 X 376591 0 57288 JODI GREENMEIER CPO 50.00 X 342987 0 48173 LUKE HESPRICH SENIOR INVESTMENT REP 40.00 X 660871 0 81598 ADAM NEWMAN EVP 40.00 X 311268 0 55750 TRENT SANTOS INVESTMENT REPRESENTATIVE SR 40.00 X 375457 0 59526 WILLIAM GOMILLA INVESTMENT REPRESENTATIVE SR 40.00 X 333243 0 42918 SPENCER SIMONEN INVESTMENT REPRESENTATIVE SR 40.00 X 294918 0 56989 5842335 0 673435 145 0 1 0 FISERV INC PO BOX 934057 ATLANTA GA 31193 DATA SERVICES 7332125 BUKACEK CONSTRUCTION COMPANY 2429 SUMMIT AVENUE RACINE WI 53404 CONSTRUCTION SERVICES 4555755 ALKAMI TECHNOLOGY DEPT 2223 PO BOX 122223 DALLAS TX 75312 DIGITAL BANKING SERVICES 3733611 CRAMER KRASSELT 39012 TREASURY CENTER CHICAGO IL 60694 MARKETING 3190629 CDW DIRECT LLC PO BOX 75723 CHICAGO IL 60675 BUSINESS SOLUTIONS 1469536 106 LOAN INTEREST INCOME 522100 299252543 299252543 OTHER OPERATING INCOME 522100 32976402 32976402 FEE REVENUE 522100 26947116 26696203 250913 359176061 56377660 56377660 14400 0 14400 14400 14400 6552070 5138501 534736 106675 6017334 5031826 11049160 11049160 426617281 358939548 250913 67426820 119659273 4243232 76364351 7203769 12972542 5770700 1371835 350058 18545437 6411058 16655979 6257427 548642 53418746 8181345 PROVISION FOR CREDIT LO 22691855 LOAN SERVICING EXPENSES 10205359 MISC. OPERATING EXPENSE 10054835 OPERATING FEES 330687 381237130 76127291 81975877 119099743 121586785 4620263 5119080 2000000 5328724552 5743291809 7960766 8092816 206324777 64359054 142130918 141965723 561952025 541402205 18285874 17318050 103236595 107262404 6362138027 6770014749 99563686 75043533 5774014 5116310 490000000 530000000 5145096792 5471213669 5740434492 6081373512 X 0 0 0 0 621703535 688641237 621703535 688641237 6362138027 6770014749 X 45380151 9273855 12283696 X X 0 1 X 1 0 0 1 X 33147196 33147196 119126654 26916374 92210280 996273 811077 185196 53054654 36631603 16423051 141965723 ALL OTHER SHARES/DEPOSITS 5471213669 5471213669 X PART IV, LINE 2B: THE CREDIT UNION MAINTAINS REAL ESTATE ESCROW ACCOUNTS USED TO PAY MEMBERS REAL ESTATE TAXES AND INSURANCE. PART X, LINE 2: THE CREDIT UNION IS EXEMPT, UNDER INTERNAL REVENUE CODE (IRC) 501 (C) (14), FROM 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 AND 2023. THE CREDIT UNION'S 2021 AND SUBSEQUENT TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. X 0 1 0 JAY MAGULSKI TREASURER/CEO/PRESIDENT 685026 0 168650 0 867692 0 57008 0 31001 0 1809377 0 0 0 LUKE HESPRICH SENIOR INVESTMENT REP 8982 0 649567 0 2322 0 51597 0 30001 0 742469 0 0 0 BRIAN MELTER CXO 380412 0 71604 0 1242 0 36391 0 28001 0 517650 0 0 0 STEPHEN HANNAN JR CIO 342354 0 64628 0 1242 0 32212 0 28001 0 468437 0 0 0 MARK KENNEDY CLO 335464 0 64189 0 2322 0 27578 0 31001 0 460554 0 0 0 TRENT SANTOS INVESTMENT REPRESENTATIVE SR 8983 0 365671 0 803 0 29773 0 29753 0 434983 0 0 0 DAVID POWERS CFO 314032 0 60281 0 2278 0 29311 0 27977 0 433879 0 0 0 JODI GREENMEIER CPO 288131 0 54132 0 724 0 27597 0 20576 0 391160 0 0 0 WILLIAM GOMILLA INVESTMENT REPRESENTATIVE SR 16186 0 314673 0 2384 0 32375 0 10543 0 376161 0 0 0 ADAM NEWMAN EVP 249259 0 61058 0 951 0 26919 0 28831 0 367018 0 0 0 SPENCER SIMONEN INVESTMENT REPRESENTATIVE SR 10674 0 282923 0 1321 0 29290 0 27699 0 351907 0 0 0 PART I, LINE 4B NAME: JAY MAGULSKI, CURRENT YEAR AMOUNT: $338,484. PLAN DESCRIPTION: 457(F) BARBARA CAMPBELL FORMER OFFICER SPLIT DOLLAR LOAN X 2000000 2000000 0 1 1 2000000 FORM 990, PART VI, SECTION A, LINE 6 LANDMARK CREDIT UNION IS COOPERATIVELY OWNED BY ITS APPROXIMATELY 396,842 MEMBERS. OWNERSHIP IS ACQUIRED THROUGH OPENING A QUALIFYING SHARE (SAVINGS) ACCOUNT, WITH A MINIMUM DEPOSIT OF $5.00. EACH MEMBER IS ENTITLED TO AN EQUAL VOTE IN MATTERS IN WHICH THE CREDIT UNION'S BYLAWS EMPOWER MEMBER AUTHORIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS TO REPRESENT THEIR COOPERATIVE INTERESTES. DIRECTORS ARE ELECTED FOR THREE-YEAR TERMS, AND MUST STAND FOR ELECTION AT A MEETING OF THE MEMBERSHIP UPON EXPIRATION OF THEIR RESPECTIVE TERMS. FORM 990, PART VI, SECTION A, LINE 7B AT ANY MEETING OF THE MEMBERSHIPS, A MAJORITY OF THE MEMBERS PRESENT MAY DIRECT THE BOARD OF DIRECTORS TO: A.) CONSIDER IMPLEMENTING ANY POLICY PROPOSED BY THE MEMBERS; B.) RECONSIDER ANY DECISION OF THE DIRECTORS, OFFICERS OR COMMITTEES; C.) BY A THREE-FOURTHS VOTE REMOVE ANY DIRECTOR, AND; D.) BY A THREE-FOURTHS VOTE AMEND THE EXISTING BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B CFO TO REVIEW COMPLETED RETURN AS PART OF SIGNING OFF ON YEARS FILING. FORM 990, PART VI, SECTION B, LINE 12C OATH OF OFFICE IS SIGNED ANNUALLY, ANY ITEM OF VALUE OVER $250 GIVEN TO AN ASSOCIATE MUST BE REPORTED, JUSTIFIED, AND APPROVED BY THE PRESIDENT. ALL ASSOCIATES ARE COVERED. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEES RECEIVE AN ANNUAL PERFORMANCE EVALUATION AT WHICH TIME COMPENSATION FOR THE NEXT YEAR IS DETERMINED. THERE IS A CHAIRMAN OF THE BOARD THAT ACTS ON THE PRESIDENT'S REVIEW AND DETERMINES THE MERIT INCREASE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9: CHANGE IN OCI 12,283,696. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR. LANDMARK FINANCIAL SERVICES INC 2775 S MOORLAND ROAD STE 301 NEW BERLIN WI 53151 391607208 DORMANT CORPORATION WI 0 0 LANDMARK CREDIT UNION