Unison Credit Union
- Assets
- $286.3m
- Revenue
- $9.9m
- Investments
- $92.8m
- Employees
- 82
- Location
- Kaukauna, WI
- Founding
- Data as of
- 12/2021
- EIN
- 39-1134930
Organization Overview
Unison Credit Union is located in Kaukauna, WI. As of 12/2021, Unison Credit Union employed 82 individuals. Unison 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 12/2021, Unison Credit Union generated $9.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.8% each year. All expenses for the organization totaled $8.9m during the year ending 12/2021. While expenses have increased by 5.4% per year over the past 6 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
A MEMBER-OWNED NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNISON CREDIT UNION IS A FULL SERVICE CREDIT UNION SERVING OUR MEMBERS FROM SIX LOCATIONS IN KAUKAUNA, LITTLE CHUTE, WRIGHTSTOWN, DE PERE, AND GRAND CHUTE.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mark Hietpas CEO | Officer | 40 | $271,303 |
Catherine Kari COO | Officer | 40 | $166,675 |
Charles Martin CFO | Officer | 40 | $147,068 |
Chad Van Handel Clo | Officer | 40 | $121,056 |
Kelli Clussman VP Of Marketing | Officer | 40 | $118,430 |
Jim Fett Vice Chairman Fo The Board | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Cu Answers Core Processing Services | 12/30/21 | $439,140 |
First Data Processing Inc Debit Card Processing | 12/30/21 | $364,165 |
Fis Credit Card Processing | 12/30/21 | $141,442 |
View All Vendors
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 | $8,520,904 |
| Investment income | $1,140,487 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $169,669 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,861,297 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $548,542 |
| Compensation of current officers, directors, key employees. | $945,853 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,922,788 |
| Pension plan accruals and contributions | $138,781 |
| Other employee benefits | $365,372 |
| Payroll taxes | $282,316 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $40,176 |
| Fees for services: Accounting | $34,248 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $669,047 |
| Advertising and promotion | $0 |
| Office expenses | $1,209,328 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $233,013 |
| Travel | $44,589 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $25,483 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $544,605 |
| Insurance | $0 |
| All other expenses | $27,446 |
| Total functional expenses | $8,853,665 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,105,637 |
| Savings and temporary cash investments | $14,333,600 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $207,357 |
| Loans from Officers, Directors, or Controlling Persons | $5,452,956 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $159,185,989 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $222,333 |
| Net Land, buildings, and equipment | $7,063,231 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $92,770,107 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,004,382 |
| Total assets | $286,345,592 |
| Accounts payable and accrued expenses | $2,856,842 |
| 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 | $256,752,666 |
| Total liabilities | $259,609,508 |
| 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 | $26,736,084 |
| Total liabilities and net assets/fund balances | $286,345,592 |
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