2024-03-21T13:09:39-04:00 2023-08-31 811697509 AUDIT THREESIXTY 1202 JOHNSON ST ONALASKA WI 546502008 990 2023-01-01 391025877 ST MARY'S & AFFILIATES CREDIT UNION STMA 6082871304 700 SOUTH PARK STREET MADISON WI 53715 MICHELE L LEHMANN PRESIDENT 6082871304 2024-01-08 true MICHELE LEHMANN 999009999 true PETER RASMUSSEN P01888997 6083173765 2024-03-21 X 2023 2023-04-26 12:10:37Z X MICHELE L LEHMANN 700 SOUTH PARK STREET MADISON WI 53715 1023423 false X WWW.SMACU.ORG X 1959 WI IN THE SPIRIT OF PEOPLE HELPING PEOPLE, WE ASSIST OUR MEMBERS IN ACHIEVING FINANCIAL HEALTH. X 5 4 0 19 1226 0 1099951 745134 137067 272413 8037 5876 1245055 1023423 1500 750 0 490029 296633 0 0 672785 553231 1164314 850614 80741 172809 36177681 0 32557530 0 3620151 0 IN THE SPIRIT OF PEOPLE HELPING PEOPLE, WE ASSIST OUR MEMBERS IN ACHIEVING FINANCIAL HEALTH. false false THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 78 NEW DEPOSIT ACCOUNTS IN 2023. AS OF 08/31/23 WE HAD 3,432 MEMBERS. THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 940 NEW LOANS DURING 2023. AS OF 08/31/23 WE HAD 1,434 LOANS RECEIVABLE. false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false true 0 0 true 0 true true false false false false false false false X 5 4 false false false false true true true true true false false false true true true true true true false false X MICHELE L LEHMANN 6082871304 700 SOUTH PARK STREET MADISON WI 53715 MICHELE L LEHMANN PRESIDENT 50.00 X X 107019 0 16312 LAURA JELLE CHAIR 1.00 X X 0 0 0 DIANNE RILEY VICE CHAIR 1.00 X X 0 0 0 DAVID TOPP TREASURER 1.00 X X 0 0 0 BARBARA BERGUM SECRETARY 1.00 X X 0 0 0 107019 16312 1 false false false AMI INC 8348 CORPORATE DRIVE MT PLEASANT WI 53446 CORE PROCESSOR 192390 FIS 601 RIVERSIDE AVE JACKSONVILLE FL 32204 CARD PROCESSING 125378 2 INTEREST ON LOANS 522130 625056 625056 OTHER MEMBER RELATED REVENUE 522130 70834 70834 MEMBER FEE INCOME 522130 48018 48018 FEE & INSURANCE INCOME 520000 1226 1226 745134 272413 272413 5876 5876 1023423 743908 1226 278289 750 107019 98797 488 59817 30512 8887 797 29055 19501 189590 66973 3362 5619 216 11848 17776 PROVISION LOAN LOSS 97271 DIVIDENDS EXPENSE 54727 LOAN SERVICING EXPENSE 47609 850614 0 0 0 474631 7977294 24720591 96670 34237 2397919 476339 36177681 0 94840 32462690 32557530 0 X 3620151 3620151 0 36177681 0 X 172809 -3792960 X false false MEMBER LOANS & ALLOWCE 2023-09-01 22513755 BOOK VALUE 390716655 HEARTLAND CREDIT UNION 5325 HIGH CROSSING BLVD MADISON WI 53718 501(C)(14) INVESTMENTS 2023-09-01 10199260 BOOK VALUE 390716655 HEARTLAND CREDIT UNION 5325 HIGH CROSSING BLVD MADISON WI 53718 501(C)(14) CASH 2023-09-01 390584 BOOK VALUE 390716655 HEARTLAND CREDIT UNION 5325 HIGH CROSSING BLVD MADISON WI 53718 501(C)(14) OTHER ASSETS 2023-09-01 689280 BOOK VALUE 390716655 HEARTLAND CREDIT UNION 5325 HIGH CROSSING BLVD MADISON WI 53718 501(C)(14) LEGAL FEES 12850 HOURLYRATE ROGER SAGE 30 WEST MIFFLIN ST MADISON WI 53703 INDIVIDUAL false true false false true true true false SCHEDULE N, PAGE 1, PART I, LINE 2E MICHELE LEHMANN, PRESIDENT/CEO OF ST MARY'S & AFFILIATES CREDIT UNION, WILL BE THE VICE PRESIDENT OF GROWTH MARKETING AT HEARTLAND CREDIT UNION. SCHEDULE N ST MARY'S & AFFILIATES CREDIT UNION MERGED INTO HEARTLAND CREDIT UNION, MADISON, WI, ON SEPTEMBER 1, 2023. GOVERNMENT AGENCY APPROVAL DOCUMENTS ARE ATTACHED TO THIS RETURN IN A PDF FILE. FORM 990 ST MARY'S & AFFILIATES CREDIT UNION MERGED INTO HEARTLAND CREDIT UNION, MADISON, WI, ON SEPTEMBER 1, 2023. GOVERNMENT AGENCY APPROVAL DOCUMENTS ARE ATTACHED TO THIS RETURN IN A PDF FILE. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE. FORM 990, PAGE 6, PART VI, LINE 7B A MEMBER VOTE IS REQUIRED FOR DECISIONS WHICH ARE BEYOND THE AUTHORITY OF THE BOARD OF DIRECTORS. ITEMS WHICH REQUIRE A MEMBERSHIP VOTE ARE OUTLINED AND SPECIFIED IN OUR BYLAWS. EACH MEMBER HAS ONE VOTE. FORM 990, PAGE 6, PART VI, LINE 11B THE PRESIDENT PROVIDES INDEPENDENT PREPARER THE NECESSARY INFORMATION TO PREPARE THE RETURNS. THE PRESIDENT REVIEWS THE RETURNS AND THEN AUTHORIZES THE PREPARER TO E-FILE THE APPROVED RETURNS. FORM 990, PAGE 6, PART VI, LINE 12C ALL STAFF AND BOARD MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY CONFLICTS. THE PRESIDENT MONITORS THROUGHOUT THE YEAR TO MAKE SURE THERE ARE NO CHANGES. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD IN CLOSED SESSION. WCUL AND CUNA SALARY SURVEYS ARE USED AS PART OF THE PROCESS. THE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST. FORM 990, PART XI, LINE 9 NET ASSESTS TRANSFERRED IN MERGER -3,792,960 ST MARY'S & AFFILIATES CREDIT UNION MERGED INTO HEARTLAND CREDIT UNION, MADISON, WI, ON SEPTEMBER 1, 2023.