County-City Credit Union
- Assets
- $37.3m
- Revenue
- $1.3m
- Investments
- $0.0
- Employees
- 17
- Location
- Jefferson, WI
- Founding
- Data as of
- 12/2021
- EIN
- 39-6081470
Organization Overview
County-City Credit Union is located in Jefferson, WI. As of 12/2021, County-City Credit Union employed 17 individuals. County-City 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, County-City Credit Union generated $1.3m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $1.3m during the year ending 12/2021. While expenses have increased by 1.5% per year over the past 5 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
TO HELP OUR MEMBERS MEET FINANCIAL CHALLENGES IN A RESPONSIVE, CONVENIENT, FRIENDLY AND CARING MANNER; AND TO HELP THEM FIND FINANCIAL SECURITY WITH COMPETITIVE PRODUCTS AND SERVICES.
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 428 NEW DEPOSIT ACCOUNTS IN 2021. AS OF 12/31/21 WE HAD 3,102 MEMBERS.
THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 433 NEW LOANS TO OUR MEMBERS DURING 2021. AS OF 12/31/21 WE HAD 1,274 LOANS TO OUR MEMBERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Beth Krahn President | Officer | 40 | $67,219 |
Denise Wild Vice Preside | Officer | 40 | $59,400 |
Dale Lutz Board Chair | OfficerTrustee | 0.5 | $0 |
Andrew Bare Vice Chair | OfficerTrustee | 0.5 | $0 |
Diane Weinheimer-Webber Treasurer | OfficerTrustee | 0.5 | $0 |
Shannon Statz Secretary | OfficerTrustee | 0.5 | $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 | $1,073,451 |
| Investment income | $198,288 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $3,234 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $250 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,275,223 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,395 |
| 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. | $126,619 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $371,986 |
| Pension plan accruals and contributions | $37,387 |
| Other employee benefits | $103,702 |
| Payroll taxes | $37,411 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $225 |
| Fees for services: Accounting | $7,593 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $6,452 |
| Office expenses | $163,237 |
| Information technology | $188,529 |
| Royalties | $0 |
| Occupancy | $35,622 |
| Travel | $126 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,834 |
| Interest | $2 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $36,748 |
| Insurance | $19,898 |
| All other expenses | $0 |
| Total functional expenses | $1,259,558 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $327,918 |
| Savings and temporary cash investments | $7,095,336 |
| 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 | $17,489,230 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $51,789 |
| Net Land, buildings, and equipment | $251,958 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $11,727,609 |
| Intangible assets | $0 |
| Other assets | $373,982 |
| Total assets | $37,317,822 |
| Accounts payable and accrued expenses | $459,366 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $47,037 |
| 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 | $33,914,030 |
| Total liabilities | $34,420,433 |
| 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 | $2,897,389 |
| Total liabilities and net assets/fund balances | $37,317,822 |
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