Brantwood Credit Union
- Assets
- $7.2m
- Revenue
- $300.0k
- Investments
- $0.0
- Employees
- 3
- Location
- Brantwood, WI
- Founding
- Data as of
- 12/2021
- EIN
- 39-6050143
Organization Overview
Brantwood Credit Union is located in Brantwood, WI. As of 12/2021, Brantwood Credit Union employed 3 individuals. Brantwood 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, Brantwood Credit Union generated $300.0k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 8.1% each year. All expenses for the organization totaled $302.2k during the year ending 12/2021. While expenses have increased by 12.0% 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
ORGANIZATION HAS 811 MEMBERS AND HAS FUNDED 366 LOANS WITHING THE LOCAL COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
AS OF 12/31/2021 WE HAVE FUNDED 413 LOANS AND HAVE $5,729,533 IN CONSUMER LOANS.
WE HAVE DEPOSIT, TRANSACTION, AND INVESTMENT ACCOUNTS WITH 831 MEMBERS AS OF 12/31/2021.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jason Kivela President/treasurer | Officer | 38 | $44,254 |
Luann Jahn Msr | Officer | 28 | $23,290 |
Beverly Heikkinen Retired President/treasurer | Officer | 32 | $3,821 |
Dianna Gustafson Vice-President | OfficerTrustee | 0.5 | $525 |
Karin Kivela Secretary | OfficerTrustee | 0.5 | $525 |
Bradley Swenson Chairman | Trustee | 0.5 | $525 |
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 | $293,660 |
| Investment income | $6,293 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| 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 | $299,953 |
| 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 | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $71,365 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $10,090 |
| Payroll taxes | $6,772 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $8,099 |
| Fees for services: Accounting | $3,614 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $9,037 |
| Advertising and promotion | $4,851 |
| Office expenses | $11,424 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $11,195 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,528 |
| Interest | $8 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $5,334 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $302,203 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $146,525 |
| Savings and temporary cash investments | $1,400,664 |
| 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 | $5,596,637 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $12,505 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $79,683 |
| Intangible assets | $0 |
| Other assets | $10,956 |
| Total assets | $7,246,970 |
| Accounts payable and accrued expenses | $4,999 |
| 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 | $6,443,135 |
| Total liabilities | $6,448,134 |
| 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 | $798,836 |
| Total liabilities and net assets/fund balances | $7,246,970 |
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