STRATEGY STUDIO / PUBLIC DATA EXPLORER

HEARTLAND CREDIT UNION

Cite this

Plain text HEARTLAND CREDIT UNION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/390716655. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). HEARTLAND CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/390716655

MLA “HEARTLAND CREDIT UNION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/390716655. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $34.0M · expenses $29.4M · assets $614.2M

EIN
39-0716655
Address
5325 HIGH CROSSING BLVD, MADISON, WI 53718
Website
WWW.HEARTLANDCU.ORG
NTEE code
-
Subsection
-
Ruling year
-
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE OUR MEMBERS WITH QUALITY, COST-EFFECTIVE, PERSONALIZED FINANCIAL SERVICES THAT CONTRIBUTE TO THEIR SOCIAL AND ECONOMIC WELL-BEING.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

38 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Angela Hanson PRESIDENT/CEO2018-2024 $470,041$1,771,375 1
Shawn Redman CLO2018-2024 $200,649$1,102,869 1
Kevin Featherston-Crowe CFO2017-2024 $188,547$1,070,695 1
Lyle Hansen CTO2019-2024 $201,402$967,668 1
Dianne Jentz VP BUSINESS LENDING2018-2024 $145,295$795,622 1
Shay Santos COO2022-2024 $223,763$601,347 2
Anne Zickus CHIEF EXPERIENCE OFFICER2022-2024 $163,518$445,634 1
Bonnie Rosenmeier CHIEF OF STAFF2023-2024 $166,613$327,556 2
Jamie Meyer CDO2023-2024 $150,502$294,300 1
Darrell Panzer VP FINANCE2023-2024 $148,261$288,335 1
Jeff Rauch VP MORTGAGE2023-2024 $132,159$262,163 1
Becky Tourdot VP PAYMENTS2023-2024 $122,517$245,466 1
Olena Tripke CHRO2024 $136,812$136,812 1
Michele Lehman VP GROWTH MARKETING2024 $135,068$135,068 1
Rhonda Hollfelder CHAIR2015-2024 $0$2,910 1
Marc Jones VICE-CHAIR2010-2024 $0$2,910 1
Jim Dalton TREASURER2019-2024 $0$1,595 1
Andrew Baker DIRECTOR2020-2024 $0$730 1
Sally Dischler (former) PRESIDENT/CEO2010-2022 $573,993$3,734,093 1
Steve Farnsworth (former) COO/EVP2010-2022 $201,377$2,140,687 1
April Oshiro (former) RESIDENTIAL MORTGAGE LENDE2016-2021 $168,313$475,501 1
Kurt Johnson (former) CFO2012-2015 $132,648$386,933 1
John Wagner (former) VP Lending2016-2017 $119,584$234,435 1
Robin Marohn (former) VP BUSINESS DEVELOPMENT2022 $148,372$148,372 1
Darrel Panzer (former) VP FINANCE2022 $122,670$122,670 1
Jeffery Rauch (former) VP REAL ESTATE LENDING2020 $122,069$122,069 1
Greg Johnson (former) Lending Sales Rep2017 $121,322$121,322 1
Gregory Johnson (former) LOAN SALES REPRESENTAIVE2022 $120,400$120,400 1
Kevin Crow (former) CFO/SVP2018 $120,139$120,139 1
Joe Mercurio (former) VP RETAIL DELIVER2023 $111,648$111,648 1
Charles Ingwell (former) COO - retired 7920102010 $63,200$63,200 1
Lois Grans (former) DIRECTOR2010-2019 $4,480$5,570 1
Lucy Harr (former) DIRECTOR - PART YEAR2010-2021 $0$2,910 1
Dale Burmester (former) DIRECTOR-PART YEAR2017-2020 $0$2,180 1
James Drogue (former) SECRETARY2016-2019 $1,090$2,180 1
Kari Juadis (former) DIRECTOR2017-2019 $655$1,695 1
Jim Drogue (former) DIRECTOR - PART YEAR2020-2021 $0$730 1
Matt Davis (former) DIRECTOR - PART YEAR2019-2021 $0$730 1

Officers and directors, no compensation reported

14 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
David Digiovanni SECRETARY2021-2024 1 $0 reported 1
Lisa Mayne DIRECTOR2021-2024 1 $0 reported 1
Theola Carter DIRECTOR2022-2024 1 $0 reported 2
Jeffery Heil DIRECTOR2022-2024 1 $0 reported 1
John Mclellan DIRECTOR2022-2024 1 $0 reported 2
Paul Beloungy (former) Director2010-2017 1 $0 reported 1
Robert Christensen (former) Director2017 1 $0 reported 1
Robert Christiansen (former) Director2016 1 $0 reported 1
James Drouge (former) Director2015 1 $0 reported 1
Robert Christianson (former) Director2010-2015 1 $0 reported 1
Phil Frye (former) Director2014-2015 0 $0 reported 1
Dennis Reinen (former) Chair2010-2014 1 $0 reported 1
Rhonda Ledin (former) Director2011-2014 1 $0 reported 1
Pat Doucette (former) Director - resigned 920102010 1 $0 reported 1

People by year

2024 · 23 people listed · 14 paid, $2.6M · 154 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANGELA HANSON PRESIDENT/CEO40 $422,157$0$47,884 $470,0411
SHAY SANTOS COO40 $200,825$0$22,938 $223,7632
LYLE HANSEN CTO40 $173,859$0$27,543 $201,4021
SHAWN REDMAN CLO40 $181,926$0$18,723 $200,6491
KEVIN FEATHERSTON-CROWE CFO40 $163,451$0$25,096 $188,5471
BONNIE ROSENMEIER CHIEF OF STAFF40 $144,566$0$22,047 $166,6132
ANNE ZICKUS CHIEF EXPERIENCE OFFICER40 $130,767$0$32,751 $163,5181
JAMIE MEYER CDO40 $122,742$0$27,760 $150,5021
DARRELL PANZER VP FINANCE40 $127,959$0$20,302 $148,2611
DIANNE JENTZ VP BUSINESS LENDING40 $135,691$0$9,604 $145,2951
OLENA TRIPKE CHRO40 $120,123$0$16,689 $136,8121
MICHELE LEHMAN VP GROWTH MARKETING40 $109,399$0$25,669 $135,0681
JEFF RAUCH VP MORTGAGE40 $117,775$0$14,384 $132,1591
BECKY TOURDOT VP PAYMENTS40 $108,791$0$13,726 $122,5171
RHONDA HOLLFELDER CHAIR1 $0$0$0 $01
MARC JONES VICE-CHAIR1 $0$0$0 $01
JIM DALTON TREASURER1 $0$0$0 $01
DAVID DIGIOVANNI SECRETARY1 $0$0$0 $01
ANDREW BAKER DIRECTOR1 $0$0$0 $01
LISA MAYNE DIRECTOR1 $0$0$0 $01
THEOLA CARTER DIRECTOR1 $0$0$0 $02
JEFFERY HEIL DIRECTOR1 $0$0$0 $01
JOHN MCLELLAN DIRECTOR1 $0$0$0 $02
2023 · 22 people listed · 13 paid, $2.3M · 160 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANGELA HANSON PRESIDENT/CEO40 $400,425$0$46,455 $446,8801
SHAY SANTOS COO40 $199,730$0$14,321 $214,0512
SHAWN REDMAN CLO40 $180,212$0$17,845 $198,0571
LYLE HANSEN CTO40 $167,972$0$28,336 $196,3081
KEVIN FEATHERSTON-CROWE CFO40 $161,542$0$24,188 $185,7301
BONNIE ROSENMEIER CHIEF OF STAFF40 $143,331$0$17,612 $160,9432
ANNE ZICKUS CHIEF EXPERIENCE OFFICER40 $129,019$0$24,751 $153,7701
JAMIE MEYER CDO40 $119,658$0$24,140 $143,7981
DIANNE JENTZ VP BUSINESS LENDING40 $132,322$0$9,381 $141,7031
DARRELL PANZER VP FINANCE40 $125,899$0$14,175 $140,0741
JEFF RAUCH VP MORTGAGE40 $115,503$0$14,501 $130,0041
BECKY TOURDOT VP PAYMENTS40 $105,248$0$17,701 $122,9491
JOE MERCURIO VP RETAIL DELIVER40 $101,469$0$10,179 $111,6481
RHONDA HOLLFELDER CHAIR1 $0$0$0 $01
MARC JONES VICE-CHAIR1 $0$0$0 $01
JIM DALTON TREASURER1 $0$0$0 $01
DAVID DIGIOVANNI SECRETARY1 $0$0$0 $01
ANDREW BAKER DIRECTOR1 $0$0$0 $01
LISA MAYNE DIRECTOR1 $0$0$0 $01
THEOLA CARTER DIRECTOR1 $0$0$0 $02
JEFFERY HEIL DIRECTOR1 $0$0$0 $01
JOHN MCLELLAN DIRECTOR1 $0$0$0 $02
2022 · 21 people listed · 12 paid, $2.4M · 160 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SALLY DISCHLER PRESIDENT/CEO40 $514,004$0$59,989 $573,9931
ANGELA HANSON CIO/SVP40 $305,152$0$24,079 $329,2311
STEVE FARNSWORTH COO/EVP40 $185,901$0$15,476 $201,3771
SHAWN REDMAN CLO/SVP40 $164,340$0$15,862 $180,2021
LYLE HANSEN CTO40 $152,251$0$25,484 $177,7351
KEVIN FEATHERSTON-CROWE CFO/SVP40 $149,918$0$21,699 $171,6171
SHAY SANTOS COO40 $136,111$0$27,422 $163,5332
ROBIN MAROHN VP BUSINESS DEVELOPMENT40 $126,553$0$21,819 $148,3721
DIANNE JENTZ VP BUSINESS LENDING40 $123,679$0$8,163 $131,8421
ANNE ZICKUS CHIEF EXPERIENCE OFFICER40 $106,948$0$21,398 $128,3461
DARREL PANZER VP FINANCE40 $110,468$0$12,202 $122,6701
GREGORY JOHNSON LOAN SALES REPRESENTAIVE40 $109,090$0$11,310 $120,4001
RHONDA HOLLFELDER CHAIR1 $0$0$0 $01
MARC JONES VICE-CHAIR1 $0$0$0 $01
JIM DALTON TREASURER1 $0$0$0 $01
DAVID DIGIOVANNI SECRETARY1 $0$0$0 $01
ANDREW BAKER DIRECTOR1 $0$0$0 $01
LISA MAYNE DIRECTOR1 $0$0$0 $01
THEOLA CARTER DIRECTOR1 $0$0$0 $02
JEFFERY HEIL DIRECTOR1 $0$0$0 $01
JOHN MCLELLAN DIRECTOR1 $0$0$0 $02
2021 · 16 people listed · 7 paid, $1.2M · 99 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SALLY DISCHLER PRESIDENT/CEO40 $279,118$0$24,677 $303,7951
STEVE FARNSWORTH COO/EVP40 $171,762$0$15,802 $187,5641
APRIL OSHIRO RESIDENTIAL MORTGAGE LENDE40 $150,730$0$17,583 $168,3131
ANGELA HANSON CIO/SVP40 $153,692$0$9,899 $163,5911
SHAWN REDMAN CLO/SVP40 $129,492$0$12,803 $142,2951
LYLE HANSEN CTO40 $119,933$0$22,111 $142,0441
KEVIN FEATHERSTON-CROWE CFO/SVP40 $126,784$0$13,844 $140,6281
RHONDA HOLLFELDER CHAIR1 $0$0$0 $01
MARC JONES VICE-CHAIR1 $0$0$0 $01
JIM DALTON TREASURER1 $0$0$0 $01
DAVID DIGIOVANNI SECRETARY1 $0$0$0 $01
ANDREW BAKER DIRECTOR1 $0$0$0 $01
LISA MAYNE DIRECTOR1 $0$0$0 $01
JIM DROGUE DIRECTOR - PART YEAR1 $0$0$0 $01
LUCY HARR DIRECTOR - PART YEAR1 $0$0$0 $01
MATT DAVIS DIRECTOR - PART YEAR1 $0$0$0 $01
2020 · 17 people listed · 16 paid, $1.5M · 94 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SALLY DISCHLER PRESIDENT/CEO40 $278,998$0$24,855 $303,8531
APRIL OSHIRO RESIDENTIAL MORTGAGE LENDER40 $167,823$0$19,109 $186,9321
STEVE FARNSWORTH COO/EVP40 $166,942$0$15,761 $182,7031
SHAWN REDMAN CLO/SVP40 $125,734$0$12,835 $138,5691
LYLE HANSEN CTO40 $116,427$0$22,097 $138,5241
KEVIN CROWE CFO/SVP40 $122,782$0$13,683 $136,4651
ANGELA HANSON CIO/SVP40 $124,090$0$8,091 $132,1811
DIANNE JENTZ VP BUSINESS LENDING40 $122,666$0$8,008 $130,6741
JEFFERY RAUCH VP REAL ESTATE LENDING40 $109,561$0$12,508 $122,0691
RHONDA HOLLFELDER CHAIR1 $730$0$0 $7301
LUCY HARR VICE-CHAIR1 $730$0$0 $7301
JIM DALTON TREASURER1 $730$0$0 $7301
JIM DROGUE DIRECTOR1 $730$0$0 $7301
MARC JONES SECRETARY1 $730$0$0 $7301
MATT DAVIS DIRECTOR1 $730$0$0 $7301
ANDREW BAKER DIRECTOR1 $730$0$0 $7301
DALE BURMESTER DIRECTOR-PART YEAR1 $0$0$0 $01
2019 · 16 people listed · 15 paid, $1.1M · 103 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SALLY DISCHLER PRESIDENT/CEO40 $279,648$0$32,906 $312,5541
STEVE FARNSWORTH EXECUTIVE VICE PRESIDENT40 $162,825$0$15,281 $178,1061
SHAWN REDMAN CLO/SVP40 $122,030$0$12,375 $134,4051
KEVIN CROWE CFO/SVP40 $119,299$0$12,434 $131,7331
DIANNE JENTZ VP BUSINESS LENDING40 $119,041$0$7,727 $126,7681
ANGELA HANSON CIO/SVP40 $118,136$0$7,606 $125,7421
LYLE HANSEN CTO40 $91,792$0$19,863 $111,6551
LOIS GRANS DIRECTOR1 $4,480$0$0 $4,4801
RHONDA HOLLFELDER CHAIR1 $1,090$0$0 $1,0901
LUCY HARR VICE-CHAIR1 $1,090$0$0 $1,0901
JAMES DROGUE SECRETARY1 $1,090$0$0 $1,0901
MARC JONES DIRECTOR1 $1,090$0$0 $1,0901
DALE BURMESTER DIRECTOR1 $1,090$0$0 $1,0901
JIM DALTON TREASURER1 $865$0$0 $8651
KARI JUADIS DIRECTOR1 $655$0$0 $6551
MATT DAVIS DIRECTOR1 $0$0$0 $01
2018 · 13 people listed · 13 paid, $898K · 106 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SALLY DISCHLER PRESIDENT/CEO40 $248,335$0$28,983 $277,3181
STEVE FARNSWORTH EXECUTIVE VICE PRESIDENT40 $148,944$0$12,730 $161,6741
KEVIN CROW CFO/SVP40 $109,797$0$10,342 $120,1391
DIANNE JENTZ VP BUSINESS LENDING40 $113,053$0$6,287 $119,3401
SHAWN REDMAN CLO/SVP40 $99,053$0$9,639 $108,6921
ANGELA HANSON CIO/SVP40 $98,336$0$5,373 $103,7091
LOIS GRANS VICE CHAIR1 $1,090$0$0 $1,0901
RHONDA HOLLFELDER CHAIR1 $1,090$0$0 $1,0901
MARC JONES TREASURER1 $1,090$0$0 $1,0901
JAMES DROGUE SECRETARY1 $1,090$0$0 $1,0901
DALE BURMESTER DIRECTOR1 $1,090$0$0 $1,0901
LUCY HARR DIRECTOR1 $1,090$0$0 $1,0901
KARI JUADIS DIRECTOR1 $1,040$0$0 $1,0401
2017 · 14 people listed · 5 paid, $797K · 108 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sally Dischler PresidentCEO40 $249,383$0$23,837 $273,2201
Steve Farnsworth Executive Vice President40 $144,830$0$21,868 $166,6981
Greg Johnson Lending Sales Rep40 $110,815$0$10,507 $121,3221
John Wagner VP Lending40 $109,816$0$9,768 $119,5841
Kevin Crowe VP Finance40 $105,229$0$10,746 $115,9751
Lois Grans Vice-Chair1 $0$0$0 $01
Rhonda Hollfelder Chair1 $0$0$0 $01
Marc Jones Treasurer1 $0$0$0 $01
James Drogue Secretary1 $0$0$0 $01
Paul Beloungy Director1 $0$0$0 $01
Robert Christensen Director1 $0$0$0 $01
Lucy Harr Director1 $0$0$0 $01
Dale Burmester Director1 $0$0$0 $01
Kari Juadis Director1 $0$0$0 $01
2016 · 11 people listed · 4 paid, $663K · 106 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sally Dischler PresidentCEO40 $250,592$0$20,980 $271,5721
Steve Farnsworth Executive Vice President40 $135,136$0$21,077 $156,2131
April Oshiro Residential Mortgage Lender0 $106,165$0$14,091 $120,2561
John Wagner VP Lending40 $104,529$0$10,322 $114,8511
Lois Grans Vice-Chair1 $0$0$0 $01
Rhonda Hollfelder Chair1 $0$0$0 $01
Marc Jones Treasurer1 $0$0$0 $01
James Drogue Director1 $0$0$0 $01
Paul Beloungy Secretary1 $0$0$0 $01
Robert Christiansen Director1 $0$0$0 $01
Lucy Harr Director1 $0$0$0 $01
2015 · 11 people listed · 3 paid, $618K · 101 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sally Dischler PresidentCEO40 $230,959$0$73,654 $304,6131
Steve Farnsworth Executive Vice President40 $130,829$0$50,239 $181,0681
Kurt Johnson CFO40 $117,603$0$15,045 $132,6481
Lois Grans Vice-Chair1 $0$0$0 $01
Rhonda Hollfelder Chair1 $0$0$0 $01
Marc Jones Treasurer1 $0$0$0 $01
James Drouge Director1 $0$0$0 $01
Paul Beloungy Secretary1 $0$0$0 $01
Robert Christianson Director1 $0$0$0 $01
Lucy Harr Director1 $0$0$0 $01
Phil Frye Director0 $0$0$0 $01
2014 · 11 people listed · 3 paid, $543K · 101 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sally Dischler PresidentCEO40 $202,956$0$54,411 $257,3671
Steve Farnsworth Executive Vice President40 $126,069$0$35,672 $161,7411
Kurt Johnson CFO40 $111,588$0$12,694 $124,2821
Lois Grans Vice-Chair1 $0$0$0 $01
Dennis Reinen Chair1 $0$0$0 $01
Marc Jones Treasurer1 $0$0$0 $01
Rhonda Ledin Director1 $0$0$0 $01
Paul Beloungy Director1 $0$0$0 $01
Robert Christianson Director1 $0$0$0 $01
Lucy Harr Secretary1 $0$0$0 $01
Phil Frye Director0 $0$0$0 $01
2013 · 10 people listed · 3 paid, $501K · 100 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sally Dischler PresidentCEO40 $187,776$0$56,679 $244,4551
Steve Farnsworth Executive Vice President40 $120,013$0$33,676 $153,6891
Kurt Johnson CFO40 $99,917$0$2,892 $102,8091
Lois Grans Vice-Chair1 $0$0$0 $01
Dennis Reinen Chair1 $0$0$0 $01
Marc Jones Treasurer1 $0$0$0 $01
Rhonda Ledin Director1 $0$0$0 $01
Paul Beloungy Director1 $0$0$0 $01
Robert Christianson Director1 $0$0$0 $01
Lucy Harr Secretary1 $0$0$0 $01
2012 · 10 people listed · 3 paid, $405K · 95 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sally Dischler PresidentCEO40 $177,619$0$50,241 $227,8601
Steve Farnsworth Executive Vice President40 $112,217$0$37,619 $149,8361
Kurt Johnson CFO40 $27,124$0$70 $27,1941
Dennis Reinen Chair1 $0$0$0 $01
Lois Grans Vice-Chair1 $0$0$0 $01
Lucy Harr Secretary1 $0$0$0 $01
Marc Jones Treasurer1 $0$0$0 $01
Paul Beloungy Director1 $0$0$0 $01
Rhonda Ledin Director1 $0$0$0 $01
Robert Christianson Director1 $0$0$0 $01
2011 · 9 people listed · 2 paid, $343K · 84 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sally Dischler PresidentCEO40 $191,023$0$10,499 $201,5221
Steve Farnsworth Executive Vice President40 $114,321$0$26,731 $141,0521
Dennis Reinen Chair1 $0$0$0 $01
Lois Grans Vice-Chair1 $0$0$0 $01
Lucy Harr Secretary1 $0$0$0 $01
Marc Jones Treasurer1 $0$0$0 $01
Paul Beloungy Director1 $0$0$0 $01
Rhonda Ledin Director1 $0$0$0 $01
Robert Christianson Director1 $0$0$0 $01
2010 · 10 people listed · 3 paid, $364K · 82 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sally Dischler PresidentCEO40 $149,850$0$32,121 $181,9711
Steve Farnsworth Executive Vice President40 $93,334$0$25,632 $118,9661
Charles Ingwell COO - retired 792010- $55,910$0$7,290 $63,2001
Dennis Reinen Chair1 $0$0$0 $01
Lois Grans Vice-Chair1 $0$0$0 $01
Lucy Harr Secretary1 $0$0$0 $01
Marc Jones Treasurer1 $0$0$0 $01
Pat Doucette Director - resigned 920101 $0$0$0 $01
Paul Beloungy Director1 $0$0$0 $01
Robert Christianson Director1 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $3.5M
NameLocationServicePaid
FIS GLOBALCAROL STREAM, ILDATA PROCESSING$1,925,663
ALKAMI TECHNOLOGY INCPLANO, TXDATA PROCESSING$567,325
ROUTE 66 WARRANTYMOUNTAIN HOME, AREXTENDED WARRANTY CONTRACTS$452,973
WMTVTALLAHASSEE, FLADVERTISING$310,030
CORELATION INCSAN DIEGO, CADATA PROCESSING$261,913
2023 · 5 contractors · $3.7M
NameLocationServicePaid
FIS GLOBALCAROL STREAM, ILDATA PROCESSING$1,796,456
ROBERT HALF INTERNATIONAL INCCHICAGO, ILCONTRACT EMPLOYEES$583,371
CORELATION INCSAN DIEGO, CADATA PROCESSING$482,880
ALKAMI TECHNOLOGY INCPLANO, TXDATA PROCESSING$469,162
ROUTE 66 WARRANTYMOUNTAIN HOME, AREXTENDED WARRANTY CONTRACTS$336,427
2022 · 5 contractors · $2.3M
NameLocationServicePaid
FIS GLOBALCAROL STREAM, ILDATA PROCESSOR$837,167
CORELATION INCSAN DIEGO, CADATA PROCESSOR$465,442
FISERV INCATLANTA, GADATA PROCESSOR$392,560
ALKAMI TECHNOLOGY INCPLANO, TXDATA PROCESSOR$303,157
CU ANSWERS INCGRAND RAPIDS, MIDATA PROCESSOR$290,794
2021 · 5 contractors · $4.4M
NameLocationServicePaid
LA MACCHIA GROUPMILWAUKEE, WIBUILDING CONTRACTOR$1,969,200
CORELATION INCSAN DIEGO, CADATA PROCESSOR$1,133,978
WORLDPAY INCSYMMES TOWNSHIP, OHDATA PROCESSOR$562,575
CU ANSWERS INCGRAND RAPIDS, MIDATA PROCESSOR$522,409
BURTON KARSTEDT ADVERTISING & MARKETINGLINDENHURST, ILADVERTISING SERVICES$229,709
2020 · 3 contractors · $787K
NameLocationServicePaid
LA MACCHIA GROUPMILWAUKEE, WIBUILDING CONTRACTOR$573,222
MORTGAGECLICK INCSTONEHAM, MAMORTGAGE SERVICES$107,620
QUARLES & BRADY LLPMADISON, WILEGAL$105,765
2019 · 4 contractors · $1.3M
NameLocationServicePaid
WORLDPAY INCSYMMES TOWNSHIP, OHPAYMENTS PROCESSING$538,948
CU ANSWERSGRAND RAPIDS, MIDATA PROCESSING$496,509
MIDWEST LOAN SERVICESHOUGHTON, MILOAN SUBSERVICING$128,726
DART APPRAISAL INCTROY, MIAPPRAISAL MANAGEMENT$102,564
2018 · 5 contractors · $1.1M
NameLocationServicePaid
CU ANSWERSGRAND RAPIDS, MIDATA PROCESSING$505,845
GLORY GLOBAL SOLUTIONSPALATINE, ILEQUIPMENT & SVC MANAGEMENT$258,824
STEAK & CASE DBA CASE FINANCIALANOKA, MNEQUIPMENT$147,602
CDW DIRECT LLCCHICAGO, ILEQUIPMENT$117,129
DART APPRAISAL INCTROY, MIAPPRAISAL MANAGEMENT$105,470
2017 · 5 contractors · $5.5M
NameLocationServicePaid
CUAnswers IncGrand Rapids, MIData Processing$4,694,748
Physicians Plus Insurance CorpMilwaukee, WIHealth Insurance$517,127
Storybridge Studio LLCMadison, WIMarketing Video$112,455
Marquis Software Solutions IncPlano, TXMCIF and Marketing$111,659
Dart Appraisal IncDetroit, MIAppraisal Manageme$103,865
2016 · 5 contractors · $1.4M
NameLocationServicePaid
Physicians Plus Insurance CorpMilwaukee, WIInsurance$496,604
CUAnswers IncGrand Rapids, MIData Processing$463,202
LaMacchia Group LLCMilwaukee, WIBuilding DesignCo$246,501
Dart Appraisal IncDetroit, MIAppraisal Manageme$124,290
Storybridge Studio LLCMadison, WIMarketing Video$118,297
2015 · 4 contractors · $901K
NameLocationServicePaid
CUAnswers IncGrand Rapids, MIData Processing$447,351
LaMacchia Group LLCMilwaukee, WIBuilding DesignCo$241,189
Storybridge Studio LLCMadison, WIMarketing Video$109,728
Dart Appraisal IncDetroit, MIAppraisal Manageme$102,847
2013 · 5 contractors · $1.3M
NameLocationServicePaid
CUAnswers IncData Processing$432,777
Physicians Plus Ins CorpEmployee Health In$325,459
ZebradogBranding$184,782
LaMacchia GroupBranding$173,871
Storybridge Studio LLCMarketing Video$142,343
2012 · 5 contractors · $2.3M
NameLocationServicePaid
New York Life InsuranceMadison, WILife Insurance Ben$825,000
Marshall and Isley BankAppleton, WIEmpl Retirement$549,257
CUAnswers IncGrand Rapids, MIData Processing$415,186
Physicians Plus Ins CorpMilwaukee, WIEmployee Health In$350,301
Storybridge Studio LLCMadison, WIMarketing Video$139,977
2010 · 3 contractors · $982K
NameLocationServicePaid
CUAnswers IncGrand Rapids, MIData Processing$482,650
Physicians Plus Ins CorpMilwaukee, WIEmployee Health In$320,632
Marshall and Isley BankAppleton, WIEmpl Retirement$178,304

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$34,043,664$29,431,829 $614,170,134$69,173,141 $0$29,732,474 $1,901,84715411
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$29,974,989$25,524,086 $610,373,043$63,831,696 $0$26,670,836 $1,699,53716011
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$24,929,415$23,441,081 $601,399,682$54,805,062 $0$22,991,729 $1,926,03416012
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$16,786,981$14,427,614 $399,175,240$32,145,568 $0$16,687,566 $1,248,2309912
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$17,946,169$15,396,730 $362,351,818$29,465,497 $0$17,733,754 $1,477,1819413
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$17,291,865$14,330,318 $312,350,469$27,531,832 $0$16,657,353 $1,132,41310313
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$15,910,630$13,464,441 $288,430,135$26,193,255 $0$15,477,077 $898,45210611
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$14,249,289$12,265,034 $267,720,548$24,187,881 $0$13,728,467 $720,07310813
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$13,662,407$11,874,695 $247,239,554$22,633,512 $0$13,443,593 $576,42210612
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$12,198,909$10,833,184 $235,756,758$21,383,483 $0$11,907,880 $471,35210113
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$11,721,710$10,414,369 $226,832,327$20,559,467 $0$11,454,616 $440,6131017
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$11,834,544$10,245,128 $213,458,902$18,853,311 $0$11,374,318 $407,7061007
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$11,951,969$10,514,068 $191,475,493$15,322,505 $0$11,784,495 $316,960957
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$11,407,391$10,776,854 $176,492,504$14,182,081 $0$10,967,084 $284,81284-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$11,617,373$10,626,587 $165,095,643$13,477,372 $0$11,454,768 $299,09482-

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (46)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UNISON CREDIT UNIONWINot reported $20,805,879$17,654,609 CEO$387,357 Similar name, revenue within 2x, same state
HEARTLAND CREDIT UNIONKSNot reported $45,407,341$44,280,472 PRESIDENT/CEO$479,729 Similar name, revenue within 2x, similar mission
Heartland Credit UnionILNot reported $33,526,380$23,887,953 PRESIDENT/CEO$461,192 Similar name, revenue within 2x
OPENLAND CREDIT UNIONTXNot reported $50,196,905$44,176,154 President/CEO$375,314 Similar name, revenue within 2x
MY CREDIT UNIONMNNot reported $19,141,834$18,447,257 PRESIDENT$494,293 Similar name, revenue within 2x, similar mission
ASHLAND CREDIT UNIONKYNot reported $25,824,455$24,800,290 PRESIDENT$355,066 Similar name, revenue within 2x
ORLANDO CREDIT UNIONFLNot reported $23,083,871$21,154,094 PRESIDENT/CEO$723,139 Similar name, revenue within 2x
HEARTLAND CREDIT UNIONMNNot reported $9,957,477$9,580,755 PRESIDENT$299,784 Similar name, revenue within 5x
HELLO CREDIT UNIONFLNot reported $9,964,143$9,299,864 PRESIDENT/CEO$244,320 Similar name, revenue within 5x
CREDIT UNION 1ILNot reported $107,315,887$103,205,283 CEO/PRESIDENT/DIRECTOR$907,650 Similar name, revenue within 5x, similar mission
IQ CREDIT UNIONWANot reported $128,694,198$107,438,006 PRESIDENT/CEO$955,096 Similar name, revenue within 5x, similar mission
HIWAY CREDIT UNIONMNNot reported $94,590,788$88,936,279 CEO$981,004 Similar name, revenue within 5x, similar mission
MARSHLAND CREDIT UNIONGAW61 $16,827,605$15,638,456 PRES/CEO/BOD$367,868 Similar name, revenue within 5x
HAR-CO CREDIT UNIONMDNot reported $13,335,704$11,641,525 PRESIDENT/CEO$385,255 Similar name, revenue within 5x
CGR CREDIT UNIONGAW61 $8,796,324$6,791,881 CEO/ALCO MEM$258,922 Similar name, revenue within 5x
F3 CREDIT UNIONCANot reported $11,865,118$10,726,092 PRESIDENT & CEO$462,439 Similar name, revenue within 5x
CREDIT UNION 1AKNot reported $109,427,043$93,673,606 PRESIDENT/CEO$692,381 Similar name, revenue within 5x
RIVERLAND CREDIT UNIONLANot reported $8,438,146$7,361,866 PRESIDENT & CEO$253,205 Similar name, revenue within 5x
MIDLAND CREDIT UNIONIANot reported $6,914,970$6,009,889 CEO$255,263 Similar name, revenue within 5x
HEARTLAND CREDIT UNION ASSOCIATIONTXNot reported $4,192,078$4,606,743 PRESIDENT & CEO$512,472 Similar name, revenue within 10x
REDBRAND CREDIT UNIONILNot reported $3,880,656$3,340,409 PRESIDENT/MANAGER$168,765 Similar name, revenue within 10x, similar mission
LANDMARK CREDIT UNIONILW61 $5,943,952$5,620,134 PRESIDENT$178,444 Similar name, revenue within 10x, similar mission
CSD CREDIT UNIONMONot reported $4,473,525$3,869,074 PRESIDENT$179,829 Similar name, revenue within 10x
MY CREDIT UNIONTXNot reported $3,729,648$3,213,746 CEO$99,535 Similar name, revenue within 10x
Meadowland Credit UnionWINot reported $1,955,955$1,918,472 President$132,517 Similar name, revenue differs more than 10x, same state

Who funds organizations like this

Grantors that funded the 46 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
HEARTLAND CREDIT UNION CHARITABLE DAF sponsor$20,0002 12018–2019 HEARTLAND CREDIT UNION
THE@NUTTER FAMILY FOUNDATION Private foundation$5001 12012–2012 IQ CREDIT UNION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $29,431,829 spent · pay $11,289,808 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $7,230,032--- 24.6%
Benefits paid to members $6,943,915--- 23.6%
Fees: other services $3,418,516--- 11.6%
Pay: officers, directors, trustees, key employees $1,901,847--- 6.5%
Office expenses $1,555,470--- 5.3%
Other (as described)PROVISION FOR CREDIT LO $1,383,844--- 4.7%
Depreciation and depletion $1,332,542--- 4.5%
Occupancy $1,009,584--- 3.4%
Pension plan contributions $781,901--- 2.7%
Other (as described)LOAN SERVICING $772,445--- 2.6%
Other employee benefits $744,077--- 2.5%
Advertising and promotion $719,014--- 2.4%
Other (as described)OTHER EXPENSES $682,833--- 2.3%
Payroll taxes $631,951--- 2.1%
Fees: accounting $172,353--- 0.6%
Travel $98,742--- 0.3%
Other (as described)OPERATING FEES $34,281--- 0.1%
Insurance $18,480--- 0.1%
Interest $2--- 0.0%
Total$29,431,829100%

View the filing

2023 · Form 990 · $25,524,086 spent · pay $9,922,392 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $6,522,775--- 25.6%
Benefits paid to members $4,093,579--- 16.0%
Fees: other services $3,189,437--- 12.5%
Other (as described)OTHER EXPENSES $2,359,927--- 9.2%
Pay: officers, directors, trustees, key employees $1,699,537--- 6.7%
Office expenses $1,577,023--- 6.2%
Depreciation and depletion $1,328,999--- 5.2%
Occupancy $888,056--- 3.5%
Other (as described)LOAN SERVICING $710,706--- 2.8%
Other employee benefits $669,716--- 2.6%
Other (as described)PROVISION FOR CREDIT LO $626,647--- 2.5%
Payroll taxes $587,639--- 2.3%
Advertising and promotion $521,210--- 2.0%
Pension plan contributions $442,725--- 1.7%
Fees: accounting $185,960--- 0.7%
Travel $59,516--- 0.2%
Other (as described)OPERATING FEES $41,616--- 0.2%
Insurance $18,960--- 0.1%
Interest $58--- 0.0%
Total$25,524,086100%

View the filing

2022 · Form 990 · $23,441,081 spent · pay $11,261,924 · grants $0 · events $77,815
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $6,793,840--- 29.0%
Other (as described)MEMBER ACCOUNT/CARD COS $2,197,228--- 9.4%
Pay: officers, directors, trustees, key employees $1,926,034--- 8.2%
Fees: other services $1,231,877--- 5.3%
Office expenses $1,184,757--- 5.1%
Other (as described)PROVISION FOR LOAN LOSS $1,164,287--- 5.0%
Other (as described)MERGER EXPENSES $1,075,580--- 4.6%
Depreciation and depletion $1,060,166--- 4.5%
Benefits paid to members $1,035,594--- 4.4%
Pension plan contributions $1,009,446--- 4.3%
Other (as described)OTHER EXPENSES $963,206--- 4.1%
Other employee benefits $953,119--- 4.1%
Occupancy $832,125--- 3.5%
Information technology $655,178--- 2.8%
Payroll taxes $579,485--- 2.5%
Advertising and promotion $499,050--- 2.1%
Insurance $115,783--- 0.5%
Conferences, conventions and meetings $77,815--- 0.3%
Fees: accounting $45,513--- 0.2%
Fees: legal $30,801--- 0.1%
Travel $9,337--- 0.0%
Interest $860--- 0.0%
Total$23,441,081100%

View the filing

2021 · Form 990 · $14,427,614 spent · pay $7,418,165 · grants $0 · events $58,330
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $4,650,972--- 32.2%
Other (as described)MEMBER ACCOUNT/CARD COS $1,560,130--- 10.8%
Pay: officers, directors, trustees, key employees $1,248,230--- 8.7%
Depreciation and depletion $1,117,652--- 7.7%
Benefits paid to members $962,844--- 6.7%
Other (as described)LOAN SERVICING $679,290--- 4.7%
Occupancy $610,561--- 4.2%
Pension plan contributions $573,446--- 4.0%
Other employee benefits $561,557--- 3.9%
Fees: other services $508,967--- 3.5%
Advertising and promotion $477,971--- 3.3%
Payroll taxes $383,960--- 2.7%
Office expenses $361,307--- 2.5%
Information technology $277,932--- 1.9%
Other (as described)PROVISION FOR LOAN LOSS $172,511--- 1.2%
Other (as described)OTHER EXPENSES $106,178--- 0.7%
Insurance $68,401--- 0.5%
Conferences, conventions and meetings $58,330--- 0.4%
Fees: accounting $34,100--- 0.2%
Fees: legal $9,295--- 0.1%
Travel $3,980--- 0.0%
Total$14,427,614100%

View the filing

2020 · Form 990 · $15,396,730 spent · pay $7,090,844 · grants $0 · events $50,781
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $4,152,621--- 27.0%
Benefits paid to members $1,930,530--- 12.5%
Pay: officers, directors, trustees, key employees $1,477,181--- 9.6%
Other (as described)MEMBER ACCOUNT/CARD COS $1,467,233--- 9.5%
Other (as described)PROVISION FOR LOAN LOSS $1,319,622--- 8.6%
Other (as described)LOAN SERVICING $725,752--- 4.7%
Pension plan contributions $568,591--- 3.7%
Occupancy $556,280--- 3.6%
Other employee benefits $524,268--- 3.4%
Fees: other services $501,131--- 3.3%
Depreciation and depletion $461,275--- 3.0%
Advertising and promotion $368,210--- 2.4%
Payroll taxes $368,183--- 2.4%
Office expenses $367,894--- 2.4%
Information technology $252,141--- 1.6%
Interest $126,389--- 0.8%
Other (as described)OTHER EXPENSES $86,160--- 0.6%
Insurance $61,954--- 0.4%
Conferences, conventions and meetings $50,781--- 0.3%
Fees: accounting $20,470--- 0.1%
Fees: legal $6,618--- 0.0%
Travel $3,446--- 0.0%
Total$15,396,730100%

View the filing

2019 · Form 990 · $14,330,318 spent · pay $6,620,877 · grants $0 · events $105,293
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $4,119,453--- 28.7%
Benefits paid to members $1,734,190--- 12.1%
Other (as described)MEMBER ACCOUNT/CARD COS $1,525,643--- 10.6%
Pay: officers, directors, trustees, key employees $1,132,413--- 7.9%
Other (as described)LOAN SERVICING $601,153--- 4.2%
Other (as described)PROVISION FOR LOAN LOSS $567,515--- 4.0%
Occupancy $558,054--- 3.9%
Pension plan contributions $535,181--- 3.7%
Fees: other services $532,553--- 3.7%
Depreciation and depletion $488,687--- 3.4%
Other employee benefits $461,508--- 3.2%
Advertising and promotion $438,236--- 3.1%
Office expenses $387,881--- 2.7%
Payroll taxes $372,322--- 2.6%
Interest $318,150--- 2.2%
Information technology $261,868--- 1.8%
Conferences, conventions and meetings $105,293--- 0.7%
Other (as described)OTHER EXPENSES $93,915--- 0.7%
Insurance $60,355--- 0.4%
Travel $19,910--- 0.1%
Fees: accounting $12,038--- 0.1%
Fees: legal $4,000--- 0.0%
Total$14,330,318100%

View the filing

2018 · Form 990 · $13,464,441 spent · pay $6,234,557 · grants $0 · events $213,744
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $4,077,238--- 30.3%
Other (as described)MEMBER ACCOUNT/CARD COS $1,342,525--- 10.0%
Benefits paid to members $1,064,111--- 7.9%
Pay: officers, directors, trustees, key employees $898,452--- 6.7%
Other (as described)LOAN SERVICING $884,319--- 6.6%
Other (as described)PROVISION FOR LOAN LOSS $735,523--- 5.5%
Information technology $647,689--- 4.8%
Occupancy $563,410--- 4.2%
Advertising and promotion $530,707--- 3.9%
Pension plan contributions $463,117--- 3.4%
Other employee benefits $448,560--- 3.3%
Depreciation and depletion $446,043--- 3.3%
Payroll taxes $347,190--- 2.6%
Office expenses $276,638--- 2.1%
Conferences, conventions and meetings $213,744--- 1.6%
Fees: accounting $132,284--- 1.0%
Interest $130,419--- 1.0%
Travel $81,532--- 0.6%
Insurance $74,739--- 0.6%
Other (as described)OTHER EXPENSES $58,915--- 0.4%
Payments to affiliates $47,286--- 0.4%
Total$13,464,441100%

View the filing

2017 · Form 990 · $12,265,034 spent · pay $5,707,788 · grants $0 · events $154,209
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,768,134--- 30.7%
Other (as described)Member AccountCard Costs $1,270,425-$1,270,425- 10.4%
Other (as described)Dividends to Members $803,764-$803,764- 6.6%
Other (as described)Loan Servicing $796,862-$796,862- 6.5%
Pay: officers, directors, trustees, key employees $720,073--- 5.9%
Other (as described)Provision for Loan Loss $684,000-$684,000- 5.6%
Information technology $620,526--- 5.1%
Advertising and promotion $554,229--- 4.5%
Occupancy $533,915--- 4.4%
Pension plan contributions $478,298--- 3.9%
Depreciation and depletion $432,855--- 3.5%
Other employee benefits $413,303--- 3.4%
Payroll taxes $327,980--- 2.7%
Office expenses $278,042--- 2.3%
Conferences, conventions and meetings $154,209--- 1.3%
Travel $136,900--- 1.1%
Fees: accounting $130,239--- 1.1%
Insurance $83,605--- 0.7%
Payments to affiliates $42,915--- 0.3%
All other expenses $34,723--- 0.3%
Interest $37--- 0.0%
Total$12,265,034100%

View the filing

2016 · Form 990 · $11,874,695 spent · pay $5,442,183 · grants $0 · events $112,696
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,666,987--- 30.9%
Other (as described)Member AccountCard Costs $1,426,592-$1,426,592- 12.0%
Other (as described)Dividends to Members $725,681-$725,681- 6.1%
Other (as described)Loan Servicing $696,769-$696,769- 5.9%
Information technology $649,013--- 5.5%
Occupancy $640,114--- 5.4%
Other (as described)Provision for Loan Loss $582,305-$582,305- 4.9%
Pay: officers, directors, trustees, key employees $576,422--- 4.9%
Pension plan contributions $497,549--- 4.2%
Advertising and promotion $485,801--- 4.1%
Depreciation and depletion $470,300--- 4.0%
Other employee benefits $392,804--- 3.3%
Payroll taxes $308,421--- 2.6%
Office expenses $257,819--- 2.2%
Fees: accounting $161,553--- 1.4%
Conferences, conventions and meetings $112,696--- 0.9%
Travel $95,813--- 0.8%
Insurance $53,944--- 0.5%
Payments to affiliates $37,990--- 0.3%
All other expenses $35,812--- 0.3%
Interest $310--- 0.0%
Total$11,874,695100%

View the filing

2015 · Form 990 · $10,833,184 spent · pay $4,999,108 · grants $0 · events $113,411
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,512,861--- 32.4%
Other (as described)Member AccountCard Costs $1,400,330-$1,400,330- 12.9%
Other (as described)Dividends to Members $807,782-$807,782- 7.5%
Information technology $647,174--- 6.0%
Occupancy $599,789--- 5.5%
Other (as described)Loan Servicing $562,319-$562,319- 5.2%
Depreciation and depletion $478,170--- 4.4%
Pay: officers, directors, trustees, key employees $471,352--- 4.4%
Advertising and promotion $453,668--- 4.2%
Pension plan contributions $382,935--- 3.5%
Other employee benefits $318,109--- 2.9%
Payroll taxes $313,851--- 2.9%
Other (as described)Provision for Loan Loss $264,247-$264,247- 2.4%
Office expenses $230,678--- 2.1%
Conferences, conventions and meetings $113,411--- 1.0%
Insurance $87,085--- 0.8%
Fees: accounting $65,127--- 0.6%
Travel $49,430--- 0.5%
All other expenses $41,639--- 0.4%
Payments to affiliates $33,227--- 0.3%
Total$10,833,184100%

View the filing

2014 · Form 990 · $10,414,369 spent · pay $4,907,654 · grants $0 · events $101,277
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,493,182--- 33.5%
Other (as described)Member AccountCard Costs $1,103,469-$1,103,469- 10.6%
Other (as described)Dividends to Members $998,997-$998,997- 9.6%
Information technology $735,000--- 7.1%
Occupancy $636,522--- 6.1%
Depreciation and depletion $483,859--- 4.6%
Advertising and promotion $464,391--- 4.5%
Pay: officers, directors, trustees, key employees $440,613--- 4.2%
Other (as described)Loan Servicing $439,930-$439,930- 4.2%
Pension plan contributions $343,322--- 3.3%
Payroll taxes $316,894--- 3.0%
Other employee benefits $313,643--- 3.0%
Office expenses $280,336--- 2.7%
Conferences, conventions and meetings $101,277--- 1.0%
Insurance $87,977--- 0.8%
Fees: accounting $59,129--- 0.6%
Travel $55,355--- 0.5%
Payments to affiliates $31,150--- 0.3%
All other expenses $21,947--- 0.2%
Other (as described)Provision for Loan Loss $7,376-$7,376- 0.1%
Total$10,414,369100%

View the filing

2013 · Form 990 · $10,245,128 spent · pay $4,630,914 · grants $0 · events $89,480
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,256,731--- 31.8%
Other (as described)Dividends to Members $1,056,873-$1,056,873- 10.3%
Other (as described)Member AccountCard Costs $967,426-$967,426- 9.4%
Information technology $689,942--- 6.7%
Occupancy $621,632--- 6.1%
Advertising and promotion $588,869--- 5.7%
Other (as described)Loan ServiceLoss Provision $471,910-$471,910- 4.6%
Depreciation and depletion $419,835--- 4.1%
Pension plan contributions $415,373--- 4.1%
Pay: officers, directors, trustees, key employees $407,706--- 4.0%
Payroll taxes $291,882--- 2.8%
Office expenses $285,389--- 2.8%
Other employee benefits $259,222--- 2.5%
Other (as described)Member Ins NCUSIF $196,212-$196,212- 1.9%
Conferences, conventions and meetings $89,480--- 0.9%
Fees: accounting $84,399--- 0.8%
All other expenses $44,549--- 0.4%
Travel $41,078--- 0.4%
Payments to affiliates $30,575--- 0.3%
Insurance $26,045--- 0.3%
Total$10,245,128100%

View the filing

2012 · Form 990 · $10,514,068 spent · pay $4,286,513 · grants $0 · events $70,355
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,053,630--- 29.0%
Other (as described)Loan Service\Loss Provision $1,382,538-$1,382,538- 13.1%
Other (as described)Dividends to Members $1,262,548-$1,262,548- 12.0%
Other (as described)Member Account\Card Costs $852,252-$852,252- 8.1%
Information technology $698,266--- 6.6%
Occupancy $533,743--- 5.1%
Pension plan contributions $413,728--- 3.9%
Advertising and promotion $387,030--- 3.7%
Depreciation and depletion $382,438--- 3.6%
Pay: officers, directors, trustees, key employees $316,960--- 3.0%
Payroll taxes $265,774--- 2.5%
Office expenses $254,558--- 2.4%
Other employee benefits $236,421--- 2.2%
Other (as described)Member Ins NCUSIF $210,628-$210,628- 2.0%
Conferences, conventions and meetings $70,355--- 0.7%
Travel $57,426--- 0.5%
Fees: accounting $49,776--- 0.5%
Payments to affiliates $30,742--- 0.3%
All other expenses $27,280--- 0.3%
Insurance $23,536--- 0.2%
Interest $4,439--- 0.0%
Total$10,514,068100%

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2011 · Form 990 · $10,776,854 spent · pay $3,868,332 · grants $0 · events $67,255
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $2,718,530--- 25.2%
Other (as described)Loan ServiceLoss Provision $1,777,168--- 16.5%
Other (as described)Dividends to Members $1,502,604--- 13.9%
Other (as described)Member Account Card Costs $789,614--- 7.3%
Information technology $675,115--- 6.3%
Occupancy $546,486--- 5.1%
Other (as described)Member Ins NCUSIF $419,567--- 3.9%
Depreciation and depletion $398,829--- 3.7%
Pension plan contributions $381,259--- 3.5%
Advertising and promotion $338,540--- 3.1%
Pay: officers, directors, trustees, key employees $284,812--- 2.6%
Office expenses $261,427--- 2.4%
Payroll taxes $245,745--- 2.3%
Other employee benefits $237,986--- 2.2%
Conferences, conventions and meetings $67,255--- 0.6%
Travel $31,072--- 0.3%
Payments to affiliates $29,319--- 0.3%
Insurance $23,499--- 0.2%
All other expenses $20,928--- 0.2%
Fees: accounting $20,050--- 0.2%
Interest $7,049--- 0.1%
Total$10,776,854100%

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2010 · Form 990 · $10,626,587 spent · pay $3,847,604 · grants $0 · events $65,898
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $2,695,156--- 25.4%
Other (as described)Dividends to Members $2,015,660--- 19.0%
Other (as described)Member Account Card Costs $1,555,469--- 14.6%
Other (as described)Provision for Loan Loss $845,000--- 8.0%
Occupancy $528,909--- 5.0%
Other (as described)Member InsNCUSIF $409,759--- 3.9%
Depreciation and depletion $398,293--- 3.7%
Pension plan contributions $366,036--- 3.4%
Other (as described)Loan Servicing Expense $325,963--- 3.1%
Pay: officers, directors, trustees, key employees $299,094--- 2.8%
Other employee benefits $260,932--- 2.5%
Advertising and promotion $247,422--- 2.3%
Office expenses $239,738--- 2.3%
Payroll taxes $226,386--- 2.1%
Conferences, conventions and meetings $65,898--- 0.6%
Interest $48,757--- 0.5%
All other expenses $43,436--- 0.4%
Insurance $25,227--- 0.2%
Travel $21,797--- 0.2%
Fees: accounting $7,655--- 0.1%
Total$10,626,587100%

View the filing