PREMIER FINANCIAL CREDIT UNION
Cite this
Plain text PREMIER FINANCIAL CREDIT UNION. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/391020437. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). PREMIER FINANCIAL CREDIT UNION [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/391020437
MLA “PREMIER FINANCIAL CREDIT UNION.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/391020437. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990 · revenue $7.2M · expenses $5.4M · assets $128.4M
- EIN
- 39-1020437
- Address
- 2017 MAIN STREET, NEW HOLSTEIN, WI 53061
- Website
- YOURPFCU.COM
- NTEE code
- -
- Subsection
- -
- Ruling year
- -
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE IN A SOUND AND BUSINESSLIKE MANNER, FOR OUR FIELD OF MEMBERSHIP, SIMPLE YET FLEXIBLE PROGRAMS TO HELP ACHIEVE A BETTER SOCIAL AND ECONOMIC LIFE FOR MEMBERS AND COMMUNITY, MAINTAINING THE CREDIT UNION'S FRIENDLY MEMBER OWNED PHILOSOPHY.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
15 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Diane Rieder | VICE PRESIDENT/CFO | 2015-2025 | $155,889 | $1,260,194 | 1 |
| Brad Grant | PRESIDENT/CEO | 2018-2025 | $204,507 | $1,121,552 | 1 |
| Sarah Perl | SVP/COO | 2025 | $118,700 | $118,700 | 1 |
| Sara Cardinal | SVP/CLO | 2025 | $114,245 | $114,245 | 1 |
| Thomas Mueller | CHAIRPERSON | 2016-2025 | $4,950 | $6,225 | 1 |
| Shane Peik | DIRECTOR | 2024-2025 | $4,050 | $5,250 | 1 |
| Tre Waldren | VICE-CHAIRPERSON | 2021-2025 | $3,775 | $5,050 | 1 |
| Sandra Burg | SECRETARY | 2011-2025 | $3,525 | $4,650 | 1 |
| Al Schmitz | TREASURER | 2023-2025 | $2,725 | $3,925 | 1 |
| Julie Schoenborn | DIRECTOR | 2024-2025 | $2,550 | $3,675 | 1 |
| Cheri Reedy | DIRECTOR | 2025 | $2,575 | $2,575 | 1 |
| Steven Nothem (former) | CEO | 2010-2020 | $24,712 | $1,272,081 | 1 |
| Linda M Winter (former) | EXECUTIVE VICE PRESIDENT | 2010-2014 | $109,004 | $479,479 | 1 |
| Lin Winter (former) | FORMER VICE PRESIDENT | 2015 | $37,752 | $37,752 | 1 |
| Philip Vergowe (former) | TREASURER | 2010-2024 | $1,200 | $1,200 | 1 |
Officers and directors, no compensation reported
8 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Mary Jo Muellenbach (former) | CHAIRPERSON | 2010-2023 | 1 | $0 reported | 1 |
| Kathy Billmann (former) | BOARD MEMBER | 2016-2023 | 1 | $0 reported | 1 |
| Jared Roeck (former) | BOARD MEMBER | 2017-2022 | 1 | $0 reported | 1 |
| Jerome G Ausloos (former) | VICE CHAIRPERSON | 2010-2020 | 1 | $0 reported | 1 |
| Gar Adams (former) | BOARD MEMBER | 2010-2016 | 1 | $0 reported | 1 |
| Richard Bosma (former) | BOARD MEMBER | 2010-2016 | 1 | $0 reported | 1 |
| Jerome F Kiel (former) | CHAIRPERSON | 2010-2016 | 1 | $0 reported | 1 |
| Deborah Ehlenbeck (former) | BOARD MEMBER | 2010 | 1 | $0 reported | 1 |
People by year
2025 · 11 people listed · 11 paid, $617K · 55 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRAD GRANT | PRESIDENT/CEO | 40 | $183,550 | $0 | $20,957 | $204,507 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $129,224 | $0 | $26,665 | $155,889 | 1 |
| SARAH PERL | SVP/COO | 40 | $101,326 | $0 | $17,374 | $118,700 | 1 |
| SARA CARDINAL | SVP/CLO | 40 | $112,189 | $0 | $2,056 | $114,245 | 1 |
| THOMAS MUELLER | CHAIRPERSON | 1 | $4,950 | $0 | $0 | $4,950 | 1 |
| SHANE PEIK | DIRECTOR | 1 | $4,050 | $0 | $0 | $4,050 | 1 |
| TRE WALDREN | VICE-CHAIRPERSON | 1 | $3,775 | $0 | $0 | $3,775 | 1 |
| SANDRA BURG | SECRETARY | 1 | $3,525 | $0 | $0 | $3,525 | 1 |
| AL SCHMITZ | TREASURER | 1 | $2,725 | $0 | $0 | $2,725 | 1 |
| CHERI REEDY | DIRECTOR | 1 | $2,575 | $0 | $0 | $2,575 | 1 |
| JULIE SCHOENBORN | DIRECTOR | 1 | $2,550 | $0 | $0 | $2,550 | 1 |
2024 · 9 people listed · 9 paid, $386K · 65 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRAD GRANT | PRESIDENT/CEO | 40 | $169,941 | $0 | $30,132 | $200,073 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $154,265 | $0 | $22,923 | $177,188 | 1 |
| THOMAS MUELLER | CHAIRPERSON | 1 | $1,275 | $0 | $0 | $1,275 | 1 |
| TRE WALDREN | VICE-CHAIRPERSON | 1 | $1,275 | $0 | $0 | $1,275 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $1,200 | $0 | $0 | $1,200 | 1 |
| AL SCHMITZ | DIRECTOR | 1 | $1,200 | $0 | $0 | $1,200 | 1 |
| SHANE PEIK | DIRECTOR | 1 | $1,200 | $0 | $0 | $1,200 | 1 |
| SANDRA BURG | SECRETARY | 1 | $1,125 | $0 | $0 | $1,125 | 1 |
| JULIE SCHOENBORN | DIRECTOR | 1 | $1,125 | $0 | $0 | $1,125 | 1 |
2023 · 9 people listed · 2 paid, $322K · 60 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRAD GRANT | PRESIDENT/CEO | 40 | $152,921 | $0 | $21,517 | $174,438 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $127,330 | $0 | $19,792 | $147,122 | 1 |
| MARY JO MUELLENBACH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS MUELLER | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| TRE WALDREN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY BILLMANN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| AL SCHMITZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · 2 paid, $259K · 65 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRAD GRANT | PRESIDENT/CEO | 40 | $121,673 | $0 | $13,296 | $134,969 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $105,377 | $0 | $18,250 | $123,627 | 1 |
| MARY JO MUELLENBACH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS MUELLER | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| TRE WALDREN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY BILLMANN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JARED ROECK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 9 people listed · 2 paid, $237K · 52 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRAD GRANT | PRESIDENT/CEO | 40 | $123,963 | $0 | $7,938 | $131,901 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $104,607 | $0 | $732 | $105,339 | 1 |
| MARY JO MUELLENBACH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS MUELLER | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| TRE WALDREN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY BILLMANN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JARED ROECK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 10 people listed · 3 paid, $270K · 52 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRAD GRANT | PRESIDENT/CEO | 40 | $123,963 | $0 | $7,392 | $131,355 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $112,890 | $0 | $701 | $113,591 | 1 |
| STEVEN NOTHEM | CEO | 40 | $24,573 | $0 | $139 | $24,712 | 1 |
| MARY JO MUELLENBACH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS MUELLER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY BILLMANN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JARED ROECK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 10 people listed · 3 paid, $375K · 48 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | CEO | 40 | $166,369 | $0 | $513 | $166,882 | 1 |
| BRAD GRANT | PRESIDENT | 40 | $100,637 | $0 | $10,963 | $111,600 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $96,137 | $0 | $451 | $96,588 | 1 |
| MARY JO MUELLENBACH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS MUELLER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY BILLMANN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JARED ROECK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 10 people listed · 3 paid, $246K · 48 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $125,014 | $0 | $513 | $125,527 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $86,365 | $0 | $1,413 | $87,778 | 1 |
| BRAD GRANT | EXECUTIVE VICE PREIDENT | 40 | $30,841 | $0 | $1,868 | $32,709 | 1 |
| THOMAS MUELLER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY BILLMANN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JARED ROECK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY JO MUELLENBACH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 9 people listed · 2 paid, $215K · 48 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $125,028 | $0 | $470 | $125,498 | 1 |
| DIANE RIEDER | VICE PRESIDENT/CFO | 40 | $85,941 | $0 | $3,107 | $89,048 | 1 |
| MARY JO MUELLENBACH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS MUELLER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY BILLMANN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JARED ROECK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 11 people listed · 2 paid, $215K · 50 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $127,193 | $0 | $1,193 | $128,386 | 1 |
| DIANE RIEDER | VICE PRESIDENT & CFO | 40 | $83,629 | $0 | $3,223 | $86,852 | 1 |
| GAR ADAMS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD BOSMA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME F KIEL | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY JO MUELLENBACH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS MUELLER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY BILLMANN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 10 people listed · 3 paid, $241K · 42 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $126,123 | $0 | $0 | $126,123 | 1 |
| DIANE RIEDER | VICE PRESIDENT & CFO | 40 | $75,037 | $0 | $2,135 | $77,172 | 1 |
| LIN WINTER | FORMER VICE PRESIDENT | 40 | $37,752 | $0 | $0 | $37,752 | 1 |
| GAR ADAMS | BOARD MEMEBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD BOSMA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME F KIEL | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY JO MUELLENBACH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 9 people listed · 2 paid, $234K · 42 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $125,069 | $0 | $0 | $125,069 | 1 |
| LINDA M WINTER | EXECUTIVE VICE PRESIDENT | 40 | $109,004 | $0 | $0 | $109,004 | 1 |
| GAR ADAMS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD BOSMA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME F KIEL | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY JO MUELLENBACH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 9 people listed · 2 paid, $216K · 39 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $119,478 | $0 | $0 | $119,478 | 1 |
| LINDA M WINTER | EXECUTIVE VICE PRESIDENT | 40 | $96,207 | $0 | $0 | $96,207 | 1 |
| GAR ADAMS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD BOSMA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME F KIEL | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY JO MUELLENBACH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 8 people listed · 2 paid, $204K · 38 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $110,211 | $0 | $0 | $110,211 | 1 |
| LINDA M WINTER | EXECUTIVE VICE PRESIDENT | 40 | $94,124 | $0 | $0 | $94,124 | 1 |
| JEROME F KIEL | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY JO MUELLENBACH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| GAR ADAMS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 9 people listed · 2 paid, $202K · 37 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $111,150 | $0 | $0 | $111,150 | 1 |
| LINDA M WINTER | EXECUTIVE VICE PRESIDENT | 40 | $91,087 | $0 | $0 | $91,087 | 1 |
| JEROME F KIEL | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY JO MUELLENBACH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD BOSMA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| GAR ADAMS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA BURG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 9 people listed · 2 paid, $198K · 39 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN NOTHEM | PRESIDENT & CEO | 40 | $109,045 | $0 | $0 | $109,045 | 1 |
| LINDA M WINTER | EXECUTIVE VICE PRESIDENT | 40 | $89,057 | $0 | $0 | $89,057 | 1 |
| JEROME F KIEL | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME G AUSLOOS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PHILIP VERGOWE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY JO MUELLENBACH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD BOSMA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| GAR ADAMS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBORAH EHLENBECK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2025 · 3 contractors · $776K
| Name | Location | Service | Paid |
|---|---|---|---|
| LAMACCHIA GROUP | MILWAUKEE, WI | CONSULTANTS | $455,407 |
| FISERV INC | ATLANTA, GA | CORE PROCESSOR, DEBIT/CRED CARDS, HOME B | $200,930 |
| APPLIED TECH SOLUTIONS LLC | DALLAS, TX | IT SERVICES AND EQUIPMENT | $119,856 |
2024 · 3 contractors · $658K
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV INC | ATLANTA, GA | CORE PROCESSOR, DEBIT/CRED CARDS, HOME B | $254,613 |
| APPLIED TECH SOLUTIONS LLC | DALLAS, TX | IT SERVICES | $238,877 |
| FSC | SUSSEX, WI | CAMERA, ALARMS AND BANK EQUIP | $164,671 |
2023 · 3 contractors · $643K
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV INC | ATLANTA, GA | CORE PROCESSOR, DEBIT/CRED CARDS, HOME B | $306,668 |
| JR CONSTRUCTION | VALDERS, WI | CONSTRUCTION ON NEW HOLSTEIN BUILDING | $199,318 |
| APPLIED TECH SOLUTIONS LLC | DALLAS, TX | IT SERVICES | $137,433 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $7,193,606 | $5,394,587 | $128,422,569 | $16,728,863 | $0 | $5,387,652 | $617,491 | 55 | 7 |
| 2024 · Form 990 | ||||||||
| $6,664,586 | $4,804,725 | $128,936,775 | $14,444,616 | $0 | $4,692,405 | $385,661 | 65 | 7 |
| 2023 · Form 990 | ||||||||
| $5,957,275 | $4,327,336 | $129,579,825 | $12,303,368 | $0 | $3,801,270 | $321,560 | 60 | 7 |
| 2022 · Form 990 | ||||||||
| $4,403,229 | $3,543,470 | $134,440,906 | $10,128,596 | $0 | $3,352,900 | $258,596 | 65 | 7 |
| 2021 · Form 990 | ||||||||
| $3,738,968 | $3,343,042 | $130,988,713 | $10,276,420 | $0 | $3,328,203 | $237,240 | 52 | 7 |
| 2020 · Form 990 | ||||||||
| $4,072,204 | $3,738,304 | $115,172,729 | $8,958,057 | $0 | $3,395,605 | $269,658 | 52 | 7 |
| 2019 · Form 990 | ||||||||
| $4,237,222 | $3,680,968 | $98,484,476 | $8,934,016 | $0 | $3,451,607 | $375,070 | 48 | 7 |
| 2018 · Form 990 | ||||||||
| $3,884,474 | $3,459,386 | $95,601,899 | $8,535,311 | $0 | $3,061,495 | $242,220 | 48 | 7 |
| 2017 · Form 990 | ||||||||
| $3,443,974 | $3,235,614 | $91,362,907 | $8,332,039 | $0 | $2,878,228 | $210,969 | 48 | 7 |
| 2016 · Form 990 | ||||||||
| $3,381,903 | $3,484,172 | $87,232,151 | $7,902,392 | $0 | $2,983,929 | $210,822 | 50 | 7 |
| 2015 · Form 990 | ||||||||
| $3,382,505 | $2,985,491 | $83,196,614 | $8,343,492 | $0 | $3,062,039 | $241,047 | 42 | 7 |
| 2014 · Form 990 | ||||||||
| $3,341,231 | $2,948,273 | $76,446,366 | $8,038,888 | $0 | $2,456,029 | $234,073 | 42 | 7 |
| 2013 · Form 990 | ||||||||
| $3,352,701 | $3,040,264 | $73,979,575 | $7,618,387 | $0 | $2,594,043 | $215,685 | 39 | 0 |
| 2012 · Form 990 | ||||||||
| $3,614,741 | $3,129,706 | $73,412,953 | $7,201,416 | $0 | $2,844,572 | $204,335 | 38 | 0 |
| 2011 · Form 990 | ||||||||
| $3,821,460 | $3,164,470 | $70,345,418 | $7,103,560 | $0 | $2,993,175 | $202,237 | 37 | 0 |
| 2010 · Form 990 | ||||||||
| $3,977,351 | $3,300,106 | $66,692,653 | $6,348,502 | $0 | $3,126,868 | $198,102 | 39 | 0 |
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 (70)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PRIME FINANCIAL CREDIT UNION | WI | Not reported | $12,014,626 | $10,749,750 | CEO | $258,429 | Similar name, revenue within 2x, same state |
| FORWARD FINANCIAL CREDIT UNION | WI | Not reported | $4,770,618 | $4,075,166 | PRESIDENT/CEO | $129,890 | Similar name, revenue within 2x, same state |
| FRONTIER FINANCIAL CREDIT UNION | NV | Not reported | $3,808,213 | $3,199,518 | PRESIDENT/CEO | $163,306 | Similar name, revenue within 2x |
| Financial One Credit Union | MN | Not reported | $8,403,674 | $8,844,239 | President & CEO | $231,748 | Similar name, revenue within 2x |
| SMW FINANCIAL CREDIT UNION | MN | Not reported | $4,614,239 | $4,406,643 | PRESIDENT/CEO | $176,956 | Similar name, revenue within 2x |
| Autotruck Financial Credit Union | KY | Not reported | $13,529,359 | $12,828,508 | Chief Executive Officer | $372,891 | Similar name, revenue within 2x |
| FINANCIAL HORIZONS CREDIT UNION | NV | Not reported | $13,065,234 | $11,060,942 | CEO | $177,073 | Similar name, revenue within 2x |
| ENTRUST FINANCIAL CREDIT UNION | VA | Not reported | $4,148,038 | $4,011,045 | PRESIDENT/CEO | $177,664 | Similar name, revenue within 2x |
| STAR FINANCIAL CREDIT UNION | TX | Not reported | $3,641,885 | $3,401,250 | CHAIRMAN | $0 | Similar name, revenue within 2x |
| FINANCIAL PLUS CREDIT UNION | IA | Not reported | $12,116,323 | $9,261,985 | Director | $0 | Similar name, revenue within 2x |
| PREMIER CREDIT UNION | IL | Not reported | $5,717,485 | $4,874,193 | CEO | $236,848 | Similar name, revenue within 2x |
| SPIRIT FINANCIAL CREDIT UNION | PA | Not reported | $3,751,020 | $3,316,246 | CEO | $493,988 | Similar name, revenue within 2x |
| AURGROUP FINANCIAL CREDIT UNION | OH | Not reported | $11,689,971 | $10,394,806 | CEO/PRESIDEN | $376,623 | Similar name, revenue within 2x |
| CURIS FINANCIAL CREDIT UNION | SC | Not reported | $6,849,115 | $6,069,840 | CEO | $247,372 | Similar name, revenue within 2x |
| GO ENERGY FINANCIAL CREDIT UNION | GA | W61 | $8,207,124 | $7,362,917 | CEO | $183,467 | Similar name, revenue within 2x |
| ACHIEVE FINANCIAL CREDIT UNION INC | CT | Not reported | $11,635,252 | $10,946,449 | PRESIDENT/CEO | $495,275 | Similar name, revenue within 2x |
| MCU FINANCIAL CENTER CREDIT UNION | WI | Not reported | $1,676,760 | $1,447,010 | PRESIDENT/CE | $83,618 | Similar name, revenue within 5x, same state |
| EDISON FINANCIAL CREDIT UNION INC | OH | Not reported | $1,719,030 | $1,555,635 | CEO | $137,084 | Similar name, revenue within 5x, similar mission |
| DEKALB FINANCIAL CREDIT UNION | IN | Not reported | $2,923,974 | $4,029,254 | PRESIDENT | $75,662 | Similar name, revenue within 5x |
| POSTCITY FINANCIAL CREDIT UNION | CA | Not reported | $3,075,288 | $3,072,505 | PRESIDENT/CEO | $215,240 | Similar name, revenue within 5x |
| BEACON FINANCIAL CREDIT UNION | TN | Not reported | $2,189,159 | $2,188,076 | Board Member | $0 | Similar name, revenue within 5x |
| SOUTHPOINT FINANCIAL CREDIT UNION | MN | Not reported | $30,688,891 | $28,971,069 | CEO | $322,484 | Similar name, revenue within 5x |
| MAROON FINANCIAL CREDIT UNION | IL | Not reported | $3,087,998 | $3,329,782 | President | $148,284 | Similar name, revenue within 5x |
| COMMUNITY FINANCIAL CREDIT UNION | CO | Not reported | $2,062,261 | $4,960,684 | VP | $327,119 | Similar name, revenue within 5x |
| VALLEY FINANCIAL CREDIT UNION | MT | W61 | $32,952,579 | $27,833,236 | CHIEF EXECUTIVE OFFICER | $432,154 | Similar name, revenue within 5x |
Who funds organizations like this
Grantors that funded the 70 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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| ILLINOIS PRAIRIE COMMUNITY FOUNDATION INC | DAF sponsor | $13,000 | 1 | 1 | 2022–2022 | 1388 GENFED FINANCIAL 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.
2025 · Form 990 · $5,394,587 spent · pay $2,526,840 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,490,388 | - | - | - | 27.6% | |
| Fees: other services | $1,309,604 | - | - | - | 24.3% | |
| Pay: officers, directors, trustees, key employees | $617,491 | - | - | - | 11.4% | |
| Benefits paid to members | $328,252 | - | - | - | 6.1% | |
| Office expenses | $305,888 | - | - | - | 5.7% | |
| Depreciation and depletion | $299,396 | - | - | - | 5.5% | |
| Other (as described) | LOAN SERVICING EXPENSE | $216,360 | - | - | - | 4.0% |
| Payroll taxes | $162,365 | - | - | - | 3.0% | |
| Other employee benefits | $140,377 | - | - | - | 2.6% | |
| Pension plan contributions | $116,219 | - | - | - | 2.2% | |
| Occupancy | $115,395 | - | - | - | 2.1% | |
| Advertising and promotion | $94,066 | - | - | - | 1.7% | |
| Travel | $87,753 | - | - | - | 1.6% | |
| Other (as described) | CREDIT LOSS EXPENSE | $61,407 | - | - | - | 1.1% |
| Fees: accounting | $38,400 | - | - | - | 0.7% | |
| Other (as described) | OPERATING FEES | $6,157 | - | - | - | 0.1% |
| Fees: legal | $5,069 | - | - | - | 0.1% | |
| Total | $5,394,587 | 100% |
2024 · Form 990 · $4,804,725 spent · pay $2,352,929 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,545,585 | - | - | - | 32.2% | |
| Fees: other services | $1,285,616 | - | - | - | 26.8% | |
| Pay: officers, directors, trustees, key employees | $385,661 | - | - | - | 8.0% | |
| Office expenses | $372,537 | - | - | - | 7.8% | |
| Depreciation and depletion | $264,477 | - | - | - | 5.5% | |
| Other (as described) | LOAN SERVICING EXPENSE | $229,127 | - | - | - | 4.8% |
| Benefits paid to members | $217,988 | - | - | - | 4.5% | |
| Payroll taxes | $149,559 | - | - | - | 3.1% | |
| Pension plan contributions | $146,915 | - | - | - | 3.1% | |
| Other employee benefits | $125,209 | - | - | - | 2.6% | |
| Occupancy | $109,594 | - | - | - | 2.3% | |
| Advertising and promotion | $82,554 | - | - | - | 1.7% | |
| Travel | $69,678 | - | - | - | 1.5% | |
| Fees: accounting | $38,400 | - | - | - | 0.8% | |
| Other (as described) | OPERATING FEES | $6,270 | - | - | - | 0.1% |
| Fees: legal | $3,221 | - | - | - | 0.1% | |
| Interest | $1 | - | - | - | 0.0% | |
| Other (as described) | CREDIT LOSS EXPENSE | -$16,391 | - | - | - | -0.3% |
| Other (as described) | ALL OTHER EXPENSES | -$211,276 | - | - | - | -4.4% |
| Total | $4,804,725 | 100% |
2023 · Form 990 · $4,327,336 spent · pay $2,239,950 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,518,272 | - | - | - | 35.1% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $590,394 | - | - | - | 13.6% |
| Fees: other services | $481,689 | - | - | - | 11.1% | |
| Pay: officers, directors, trustees, key employees | $321,560 | - | - | - | 7.4% | |
| Office expenses | $286,445 | - | - | - | 6.6% | |
| Other (as described) | LOAN SERVICING EXPENSE | $198,616 | - | - | - | 4.6% |
| Depreciation and depletion | $193,141 | - | - | - | 4.5% | |
| Pension plan contributions | $161,395 | - | - | - | 3.7% | |
| Benefits paid to members | $138,931 | - | - | - | 3.2% | |
| Payroll taxes | $134,086 | - | - | - | 3.1% | |
| Occupancy | $131,719 | - | - | - | 3.0% | |
| Other employee benefits | $104,637 | - | - | - | 2.4% | |
| Advertising and promotion | $80,657 | - | - | - | 1.9% | |
| Other (as described) | CREDIT LOSS EXPENSE | $47,719 | - | - | - | 1.1% |
| Travel | $43,697 | - | - | - | 1.0% | |
| Fees: accounting | $38,400 | - | - | - | 0.9% | |
| Other (as described) | OPERATING FEES | $6,795 | - | - | - | 0.2% |
| Fees: legal | $5,762 | - | - | - | 0.1% | |
| Interest | $11 | - | - | - | 0.0% | |
| All other expenses | -$156,590 | - | - | - | -3.6% | |
| Total | $4,327,336 | 100% |
2022 · Form 990 · $3,543,470 spent · pay $2,004,805 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,370,944 | - | - | - | 38.7% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $508,729 | - | - | - | 14.4% |
| Fees: other services | $478,244 | - | - | - | 13.5% | |
| Pay: officers, directors, trustees, key employees | $258,596 | - | - | - | 7.3% | |
| Office expenses | $252,192 | - | - | - | 7.1% | |
| Pension plan contributions | $201,556 | - | - | - | 5.7% | |
| Depreciation and depletion | $170,215 | - | - | - | 4.8% | |
| Other (as described) | LOAN SERVICING EXPENSE | $132,806 | - | - | - | 3.7% |
| Occupancy | $128,108 | - | - | - | 3.6% | |
| Payroll taxes | $123,018 | - | - | - | 3.5% | |
| Advertising and promotion | $63,059 | - | - | - | 1.8% | |
| Benefits paid to members | $61,193 | - | - | - | 1.7% | |
| Other employee benefits | $50,691 | - | - | - | 1.4% | |
| Travel | $44,086 | - | - | - | 1.2% | |
| Fees: accounting | $31,050 | - | - | - | 0.9% | |
| Other (as described) | OPERATING FEES | $6,913 | - | - | - | 0.2% |
| Fees: legal | $1,807 | - | - | - | 0.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | -$70,670 | - | - | - | -2.0% |
| All other expenses | -$269,067 | - | - | - | -7.6% | |
| Total | $3,543,470 | 100% |
2021 · Form 990 · $3,343,042 spent · pay $1,853,490 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,236,789 | - | - | - | 37.0% | |
| Fees: other services | $465,326 | - | - | - | 13.9% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $418,459 | - | - | - | 12.5% |
| Pay: officers, directors, trustees, key employees | $237,240 | - | - | - | 7.1% | |
| Office expenses | $227,548 | - | - | - | 6.8% | |
| Pension plan contributions | $205,665 | - | - | - | 6.2% | |
| Depreciation and depletion | $189,926 | - | - | - | 5.7% | |
| Other (as described) | LOAN SERVICING EXPENSE | $159,543 | - | - | - | 4.8% |
| Occupancy | $115,845 | - | - | - | 3.5% | |
| Payroll taxes | $111,097 | - | - | - | 3.3% | |
| Benefits paid to members | $77,809 | - | - | - | 2.3% | |
| Other employee benefits | $62,699 | - | - | - | 1.9% | |
| Advertising and promotion | $55,540 | - | - | - | 1.7% | |
| Fees: accounting | $22,320 | - | - | - | 0.7% | |
| Travel | $17,581 | - | - | - | 0.5% | |
| Fees: legal | $10,259 | - | - | - | 0.3% | |
| Other (as described) | OPERATING FEES | $6,758 | - | - | - | 0.2% |
| Other (as described) | ALL OTHER EXPENSES | -$277,362 | - | - | - | -8.3% |
| Total | $3,343,042 | 100% |
2020 · Form 990 · $3,738,304 spent · pay $1,981,163 · grants $0 · events $21,267
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,292,092 | - | - | - | 34.6% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $469,595 | - | - | - | 12.6% |
| Fees: other services | $393,746 | - | - | - | 10.5% | |
| Pay: officers, directors, trustees, key employees | $269,658 | - | - | - | 7.2% | |
| Office expenses | $216,457 | - | - | - | 5.8% | |
| Depreciation and depletion | $196,950 | - | - | - | 5.3% | |
| Pension plan contributions | $193,323 | - | - | - | 5.2% | |
| Other (as described) | LOAN SERVICING EXPENSE | $183,983 | - | - | - | 4.9% |
| Other employee benefits | $125,495 | - | - | - | 3.4% | |
| Benefits paid to members | $123,743 | - | - | - | 3.3% | |
| Occupancy | $119,026 | - | - | - | 3.2% | |
| Payroll taxes | $100,595 | - | - | - | 2.7% | |
| Advertising and promotion | $63,986 | - | - | - | 1.7% | |
| Conferences, conventions and meetings | $21,267 | - | - | - | 0.6% | |
| Fees: accounting | $20,725 | - | - | - | 0.6% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $14,000 | - | - | - | 0.4% |
| Other (as described) | OPERATING FEES | $7,272 | - | - | - | 0.2% |
| Fees: legal | $7,106 | - | - | - | 0.2% | |
| All other expenses | -$80,715 | - | - | - | -2.2% | |
| Total | $3,738,304 | 100% |
2019 · Form 990 · $3,680,968 spent · pay $1,816,417 · grants $0 · events $54,556
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,162,370 | - | - | - | 31.6% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $491,690 | - | - | - | 13.4% |
| Fees: other services | $387,836 | - | - | - | 10.5% | |
| Pay: officers, directors, trustees, key employees | $375,070 | - | - | - | 10.2% | |
| Office expenses | $209,511 | - | - | - | 5.7% | |
| Other (as described) | LOAN SERVICING EXPENSE | $182,352 | - | - | - | 5.0% |
| Depreciation and depletion | $136,955 | - | - | - | 3.7% | |
| Benefits paid to members | $127,083 | - | - | - | 3.5% | |
| Occupancy | $126,049 | - | - | - | 3.4% | |
| Payroll taxes | $117,382 | - | - | - | 3.2% | |
| Pension plan contributions | $89,119 | - | - | - | 2.4% | |
| Other employee benefits | $72,476 | - | - | - | 2.0% | |
| Advertising and promotion | $70,836 | - | - | - | 1.9% | |
| Conferences, conventions and meetings | $54,556 | - | - | - | 1.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $33,000 | - | - | - | 0.9% |
| Fees: accounting | $21,600 | - | - | - | 0.6% | |
| Other (as described) | ALL OTHER EXPENSES | $8,731 | - | - | - | 0.2% |
| All other expenses | $7,480 | - | - | - | 0.2% | |
| Fees: legal | $6,720 | - | - | - | 0.2% | |
| Interest | $152 | - | - | - | 0.0% | |
| Total | $3,680,968 | 100% |
2018 · Form 990 · $3,459,386 spent · pay $1,528,442 · grants $0 · events $80,688
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,286,222 | - | - | - | 37.2% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $465,256 | - | - | - | 13.4% |
| Fees: other services | $364,612 | - | - | - | 10.5% | |
| Pay: officers, directors, trustees, key employees | $242,220 | - | - | - | 7.0% | |
| Other (as described) | LOAN SERVICING EXPENSE | $215,094 | - | - | - | 6.2% |
| Office expenses | $156,161 | - | - | - | 4.5% | |
| Depreciation and depletion | $135,147 | - | - | - | 3.9% | |
| Other (as described) | DIVIDEND EXPENSE | $129,119 | - | - | - | 3.7% |
| Occupancy | $123,199 | - | - | - | 3.6% | |
| Conferences, conventions and meetings | $80,688 | - | - | - | 2.3% | |
| Other (as described) | ALL OTHER EXPENSES | $80,239 | - | - | - | 2.3% |
| Advertising and promotion | $74,133 | - | - | - | 2.1% | |
| Insurance | $43,112 | - | - | - | 1.2% | |
| Fees: legal | $33,897 | - | - | - | 1.0% | |
| Fees: accounting | $30,287 | - | - | - | 0.9% | |
| Total | $3,459,386 | 100% |
2017 · Form 990 · $3,235,614 spent · pay $1,419,421 · grants $0 · events $66,675
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,208,452 | - | - | - | 37.3% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $417,734 | - | - | - | 12.9% |
| Fees: other services | $374,632 | - | - | - | 11.6% | |
| Pay: officers, directors, trustees, key employees | $210,969 | - | - | - | 6.5% | |
| Other (as described) | LOAN SERVICING EXPENSE | $203,400 | - | - | - | 6.3% |
| Office expenses | $148,009 | - | - | - | 4.6% | |
| Depreciation and depletion | $138,415 | - | - | - | 4.3% | |
| Other (as described) | DIVIDEND EXPENSE | $125,189 | - | - | - | 3.9% |
| Occupancy | $120,502 | - | - | - | 3.7% | |
| Advertising and promotion | $68,256 | - | - | - | 2.1% | |
| Conferences, conventions and meetings | $66,675 | - | - | - | 2.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $56,000 | - | - | - | 1.7% |
| Insurance | $39,416 | - | - | - | 1.2% | |
| All other expenses | $33,172 | - | - | - | 1.0% | |
| Fees: accounting | $17,800 | - | - | - | 0.6% | |
| Fees: legal | $6,993 | - | - | - | 0.2% | |
| Total | $3,235,614 | 100% |
2016 · Form 990 · $3,484,172 spent · pay $1,382,604 · grants $0 · events $56,793
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,171,782 | - | - | - | 33.6% | |
| Fees: other services | $425,570 | - | - | - | 12.2% | |
| Other (as described) | ALL OTHER EXPENSES | $421,234 | - | - | - | 12.1% |
| Other (as described) | ATM/CARD AND SERVICE PR | $408,771 | - | - | - | 11.7% |
| Pay: officers, directors, trustees, key employees | $210,822 | - | - | - | 6.1% | |
| Other (as described) | LOAN SERVICING EXPENSE | $161,229 | - | - | - | 4.6% |
| Office expenses | $152,617 | - | - | - | 4.4% | |
| Other (as described) | DIVIDEND EXPENSE | $128,750 | - | - | - | 3.7% |
| Occupancy | $114,702 | - | - | - | 3.3% | |
| Depreciation and depletion | $106,141 | - | - | - | 3.0% | |
| Advertising and promotion | $60,799 | - | - | - | 1.7% | |
| Conferences, conventions and meetings | $56,793 | - | - | - | 1.6% | |
| Insurance | $43,893 | - | - | - | 1.3% | |
| Fees: accounting | $19,300 | - | - | - | 0.6% | |
| Fees: legal | $1,769 | - | - | - | 0.1% | |
| Total | $3,484,172 | 100% |
2015 · Form 990 · $2,985,491 spent · pay $1,335,466 · grants $0 · events $57,101
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,094,419 | - | - | - | 36.7% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $375,613 | - | - | - | 12.6% |
| Fees: other services | $359,825 | - | - | - | 12.1% | |
| Pay: officers, directors, trustees, key employees | $241,047 | - | - | - | 8.1% | |
| Office expenses | $166,407 | - | - | - | 5.6% | |
| Other (as described) | DIVIDEND EXPENSE | $134,867 | - | - | - | 4.5% |
| Other (as described) | LOAN SERVICING EXPENSE | $132,594 | - | - | - | 4.4% |
| Occupancy | $116,938 | - | - | - | 3.9% | |
| Depreciation and depletion | $83,620 | - | - | - | 2.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $66,000 | - | - | - | 2.2% |
| Conferences, conventions and meetings | $57,101 | - | - | - | 1.9% | |
| Advertising and promotion | $48,356 | - | - | - | 1.6% | |
| All other expenses | $45,331 | - | - | - | 1.5% | |
| Insurance | $42,790 | - | - | - | 1.4% | |
| Fees: accounting | $18,350 | - | - | - | 0.6% | |
| Fees: legal | $2,233 | - | - | - | 0.1% | |
| Total | $2,985,491 | 100% |
2014 · Form 990 · $2,948,273 spent · pay $1,402,528 · grants $0 · events $62,149
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,168,455 | - | - | - | 39.6% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $352,362 | - | - | - | 12.0% |
| Pay: disqualified persons | $234,073 | - | - | - | 7.9% | |
| Fees: other services | $201,198 | - | - | - | 6.8% | |
| Office expenses | $172,496 | - | - | - | 5.9% | |
| Other (as described) | LOAN SERVICING EXPENSE | $155,177 | - | - | - | 5.3% |
| Other (as described) | DIVIDEND EXPENSE | $149,438 | - | - | - | 5.1% |
| Occupancy | $114,105 | - | - | - | 3.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $110,000 | - | - | - | 3.7% |
| Depreciation and depletion | $85,746 | - | - | - | 2.9% | |
| Conferences, conventions and meetings | $62,149 | - | - | - | 2.1% | |
| Advertising and promotion | $45,823 | - | - | - | 1.6% | |
| Insurance | $45,062 | - | - | - | 1.5% | |
| All other expenses | $35,341 | - | - | - | 1.2% | |
| Fees: accounting | $13,900 | - | - | - | 0.5% | |
| Fees: legal | $2,948 | - | - | - | 0.1% | |
| Total | $2,948,273 | 100% |
2013 · Form 990 · $3,040,264 spent · pay $1,354,349 · grants $0 · events $82,150
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $920,363 | - | - | - | 30.3% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $312,280 | - | - | - | 10.3% |
| Pay: officers, directors, trustees, key employees | $215,685 | - | - | - | 7.1% | |
| Other (as described) | DIVIDEND EXPENSE | $190,139 | - | - | - | 6.3% |
| Office expenses | $188,203 | - | - | - | 6.2% | |
| Fees: other services | $168,938 | - | - | - | 5.6% | |
| Depreciation and depletion | $166,321 | - | - | - | 5.5% | |
| Other (as described) | LOAN SERVICING EXPENSE | $137,179 | - | - | - | 4.5% |
| Other (as described) | PROVISION FOR LOAN LOSS | $132,000 | - | - | - | 4.3% |
| Other employee benefits | $120,913 | - | - | - | 4.0% | |
| Occupancy | $111,571 | - | - | - | 3.7% | |
| Payroll taxes | $97,388 | - | - | - | 3.2% | |
| All other expenses | $83,219 | - | - | - | 2.7% | |
| Conferences, conventions and meetings | $82,150 | - | - | - | 2.7% | |
| Advertising and promotion | $50,351 | - | - | - | 1.7% | |
| Insurance | $40,992 | - | - | - | 1.3% | |
| Fees: accounting | $20,905 | - | - | - | 0.7% | |
| Fees: legal | $1,667 | - | - | - | 0.1% | |
| Total | $3,040,264 | 100% |
2012 · Form 990 · $3,129,706 spent · pay $1,397,069 · grants $0 · events $83,326
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,078,073 | - | - | - | 34.4% | |
| Other (as described) | ATM/CARD AND SERVICE PR | $294,793 | - | - | - | 9.4% |
| Other (as described) | DIVIDEND EXPENSE | $277,066 | - | - | - | 8.9% |
| Other employee benefits | $222,850 | - | - | - | 7.1% | |
| Office expenses | $182,727 | - | - | - | 5.8% | |
| Depreciation and depletion | $165,523 | - | - | - | 5.3% | |
| Fees: other services | $150,680 | - | - | - | 4.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $143,000 | - | - | - | 4.6% |
| Other (as described) | LOAN SERVICING EXPENSE | $114,368 | - | - | - | 3.7% |
| Occupancy | $114,003 | - | - | - | 3.6% | |
| Payroll taxes | $96,146 | - | - | - | 3.1% | |
| All other expenses | $93,022 | - | - | - | 3.0% | |
| Conferences, conventions and meetings | $83,326 | - | - | - | 2.7% | |
| Advertising and promotion | $52,489 | - | - | - | 1.7% | |
| Insurance | $40,845 | - | - | - | 1.3% | |
| Fees: accounting | $19,480 | - | - | - | 0.6% | |
| Fees: legal | $1,315 | - | - | - | 0.0% | |
| Total | $3,129,706 | 100% |
2011 · Form 990 · $3,164,470 spent · pay $1,197,989 · grants $0 · events $67,679
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $982,299 | - | - | - | 31.0% | |
| Other (as described) | DIVIDEND EXPENSE | $433,855 | - | - | - | 13.7% |
| Other (as described) | ATM/CARD AND SERVICE PR | $271,472 | - | - | - | 8.6% |
| Office expenses | $194,761 | - | - | - | 6.2% | |
| All other expenses | $164,945 | - | - | - | 5.2% | |
| Fees: other services | $164,843 | - | - | - | 5.2% | |
| Depreciation and depletion | $164,280 | - | - | - | 5.2% | |
| Other (as described) | NCUSIF STABILIZATION EX | $154,834 | - | - | - | 4.9% |
| Other employee benefits | $135,374 | - | - | - | 4.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $130,000 | - | - | - | 4.1% |
| Occupancy | $109,461 | - | - | - | 3.5% | |
| Payroll taxes | $80,316 | - | - | - | 2.5% | |
| Conferences, conventions and meetings | $67,679 | - | - | - | 2.1% | |
| Advertising and promotion | $47,676 | - | - | - | 1.5% | |
| Insurance | $40,017 | - | - | - | 1.3% | |
| Fees: accounting | $20,272 | - | - | - | 0.6% | |
| Fees: legal | $2,386 | - | - | - | 0.1% | |
| Total | $3,164,470 | 100% |
2010 · Form 990 · $3,300,106 spent · pay $1,317,317 · grants $0 · events $77,515
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $766,174 | - | - | - | 23.2% | |
| Other (as described) | DIVIDEND EXPENSE | $547,117 | - | - | - | 16.6% |
| Other (as described) | ATM/CARD AND SERVICE PR | $246,761 | - | - | - | 7.5% |
| Pay: officers, directors, trustees, key employees | $198,102 | - | - | - | 6.0% | |
| Office expenses | $185,821 | - | - | - | 5.6% | |
| Pension plan contributions | $161,629 | - | - | - | 4.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $150,000 | - | - | - | 4.5% |
| Fees: other services | $145,233 | - | - | - | 4.4% | |
| Depreciation and depletion | $136,519 | - | - | - | 4.1% | |
| Other employee benefits | $117,997 | - | - | - | 3.6% | |
| Insurance | $110,004 | - | - | - | 3.3% | |
| Occupancy | $107,424 | - | - | - | 3.3% | |
| Other (as described) | LOAN SERVICING EXPENSE | $89,689 | - | - | - | 2.7% |
| Conferences, conventions and meetings | $77,515 | - | - | - | 2.3% | |
| Other (as described) | NCUSIF STABILIZATION EX | $76,498 | - | - | - | 2.3% |
| Payroll taxes | $73,415 | - | - | - | 2.2% | |
| Advertising and promotion | $43,956 | - | - | - | 1.3% | |
| All other expenses | $28,229 | - | - | - | 0.9% | |
| Fees: accounting | $21,314 | - | - | - | 0.6% | |
| Fees: legal | $15,737 | - | - | - | 0.5% | |
| Interest | $972 | - | - | - | 0.0% | |
| Total | $3,300,106 | 100% |