Oshkosh Truck Credit Union
- Assets
- $15.5m
- Revenue
- $676.3k
- Investments
- $0.0
- Employees
- 5
- Location
- Oshkosh, WI
- Founding
- Data as of
- 12/2019
- EIN
- 39-0853308
Organization Overview
Oshkosh Truck Credit Union is located in Oshkosh, WI. As of 02/2020, Oshkosh Truck Credit Union employed 5 individuals. Oshkosh Truck Credit Union is a 501(c)(14) and as such, is described as a "State Chartered Credit Union, Mutual Reserve Fund" by the IRS.
For the year ending 12/2019, Oshkosh Truck Credit Union generated $676.3k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $656.1k during the year ending 12/2019. While expenses have increased by 3.1% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
A NOT-FOR-PROFIT, MEMBER-OWNED ORGANIZATION DEDICATED TO PROVIDING ITS MEMBERS FINANCIAL PRODUCTS AND SERVICES IN A PERSONAL AND PROFESSIONAL MANNER, MAKING LOANS AT COMPETITIVE RATES, ENCOURAGING REGULAR SAVINGS, AND MAINTAINING THE CREDIT UNIONS LONG-TERM FINANCIAL STABILITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 16 NEW DEPOSIT ACCOUNTS IN 2020, AND AS OF 02/29/20 WE HAD 1,585 MEMBERS.
THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 37 NEW LOANS TO OUR MEMBERS DURING 2020, AND AS OF 02/29/20 WE HAD 611 LOANS TO OUR MEMBERS.
THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 187 NEW DEPOSIT ACCOUNTS IN 2019. AS OF 12/31/19 WE HAD 1,598 MEMBERS.
THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 227 NEW LOANS TO OUR MEMBERS DURING 2019. AS OF 12/31/19 WE HAD 615 LOANS TO OUR MEMBERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sara Steichen President/ce | Officer | 42 | $35,328 |
Joe Hoinacki Chair | OfficerTrustee | 1 | $0 |
Keith Berholtz Vice Chair | OfficerTrustee | 1 | $0 |
Sally Laabs Secretary | OfficerTrustee | 1 | $0 |
Howard Mezera Treasurer | OfficerTrustee | 1 | $0 |
Fred Hammel Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $471,513 |
| Investment income | $201,629 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $3,184 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $676,326 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $122 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $96,376 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $156,478 |
| Pension plan accruals and contributions | $16,096 |
| Other employee benefits | $30,535 |
| Payroll taxes | $18,653 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,241 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $17,132 |
| Advertising and promotion | $8,485 |
| Office expenses | $51,745 |
| Information technology | $93,580 |
| Royalties | $0 |
| Occupancy | $63,008 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,760 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $20,889 |
| Insurance | $13,264 |
| All other expenses | $0 |
| Total functional expenses | $656,053 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $122,135 |
| Savings and temporary cash investments | $5,127,696 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $6,213,045 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $9,800 |
| Net Land, buildings, and equipment | $446,291 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $3,451,108 |
| Intangible assets | $0 |
| Other assets | $144,886 |
| Total assets | $15,514,961 |
| Accounts payable and accrued expenses | $74,788 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $12,989,330 |
| Total liabilities | $13,064,118 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $2,450,843 |
| Total liabilities and net assets/fund balances | $15,514,961 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Oshkosh Truck Credit Union has recieved totaling $8,000.
| Awarding Organization | Amount |
|---|---|
Wisconsin Credit Union Foundationinc Madison, WI PURPOSE: EMV implementation & website upgrade | $8,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Divine Savior Healthcare Inc Portage, WI | $146,404,206 | $99,548,163 |
Jackson Park Hospital Foundation Chicago, IL | $132,629,667 | $107,987,360 |
Avera St Marys Pierre, SD | $117,040,382 | $106,933,224 |
St Margarets Health Spring Valley Spring Valley, IL | $107,727,640 | $91,881,221 |
Procter & Gamble Benefit Plan Trust Cincinnati, OH | $69,184,153 | $97,679,425 |
United Church Homes Inc Marion, OH | $230,951,491 | $117,776,158 |
Providence Health Alliance Inc St Louis, MO | $27,745,143 | $62,779,739 |
University Pediatric Associates Inc Indianapolis, IN | $25,897,136 | $100,827,780 |
Alexian Brothers Ambulatory Group St Louis, MO | $321,335,814 | $68,677,417 |
Samaritas Detroit, MI | $92,322,257 | $101,009,415 |
Columbia College Columbia, MO | $267,475,036 | $84,570,180 |
University Of Dubuque Dubuque, IA | $403,203,443 | $110,402,473 |