2023-11-01T16:29:33-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 109 N MAIN STREET SUITE 200 AUSTIN MN 55912 990 2022-01-01 391134930 UNISON CREDIT UNION UNIS 9207666000 PO BOX 260 KAUKAUNA WI 54130 MARK HIETPAS PRESIDENT/CEO 9207666000 2023-10-06 1 MARK HIETPAS 999009999 0 TANYA MEDGAARDEN P01717240 5074347000 2023-09-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK HIETPAS PO BOX 260 KAUKAUNA WI 54130 11175945 0 X WWW.UNISONCU.ORG X CREDIT UNION 1932 WI A MEMBER-OWNED NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION. 9 8 80 8 9262 0 0 0 8520904 8660526 1310156 2470651 30237 30248 9861297 11161425 0 99000 548542 742382 4655110 4887002 0 0 0 3650013 4184230 8853665 9912614 1007632 1248811 286345592 299910600 259609508 281800483 26736084 18110117 X THE MISSION OF UNISON CREDIT UNION IS TO PROVIDE EXCEPTIONAL SERVICE TO OUR MEMBERS. 1 0 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. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 5503 0 80 1 1 1 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 0 X KELLI WERSCHEM 9207666000 PO BOX 260 KAUKAUNA WI 54130 JOE VERHAGEN CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 JIM FETT VICE CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 DANIEL VALENTYN BOARD SECRETARY 1.00 X X 0 0 0 CAROL WEDIG BOARD MEMBER 1.00 X 0 0 0 DAVID VAN DE HEY BOARD MEMBER 1.00 X 0 0 0 KELLY KELLY BOARD MEMBER 1.00 X 0 0 0 MARK KJORLIE BOARD MEMBER 1.00 X 0 0 0 GIOVANNA FELLER BOARD MEMBER 1.00 X 0 0 0 MARK HIETPAS CEO 40.00 X 288714 0 44711 CHARLES MARTIN CFO 40.00 X 159335 0 40586 CATHERINE KARI COO 40.00 X 179670 0 11730 CHAD VAN HANDEL CHIEF COMMERCIAL OFFICER 40.00 X 126537 0 38522 KELLI CLUSSMAN CHIEF MARKETING OFFICER 40.00 X 124288 0 7006 JASON VAN OFFEREN CHIEF MEMBER SERVICE OFFICER 40.00 X 133531 0 8283 VICKI RUNNING CIO 40.00 X 142951 0 10553 1155026 0 161391 7 0 1 0 CU ANSWERS 6000 28TH ST GRAND RAPIDS MI 49546 CORE DATA PROCESSING SERVICES 507208 FIRST DATA PROCESSING INC 1100 CAR RD WILMINGTON DE 19809 DEBIT CARD PROCESSING AND ATM DRIVING 414451 FIS PO BOX 4535 CAROL STREAM IL 60197 CREDIT CARD PROCESSING 180377 3 INTEREST ON LOANS 522100 6294779 6294779 OTHER INCOME 522100 1715532 1715532 SERVICE FEES 522100 650215 640953 9262 8660526 2473671 2473671 11500 14520 -3020 -3020 -3020 NON-INTEREST INCOME 522100 30248 30248 30248 11161425 8681512 9262 2470651 99000 742382 1316419 2744316 139772 395478 291017 12393 36000 790162 1290756 240379 79311 458813 489668 LOAN SERVICING 305449 EDUCATION 208342 PROVISION FOR LOAN LOSS 193221 MISCELLANEOUS 53027 26709 9912614 4105637 4982349 14333600 7981918 207357 446583 5452956 5512956 159185989 171947843 222333 231867 13486791 6705892 7063231 6780899 92770107 98431063 242424 3004382 3352698 286345592 299910600 2856842 2903541 5000000 256752666 273896942 259609508 281800483 X 0 0 0 0 26736084 18110117 26736084 18110117 286345592 299910600 1248811 -9874778 0 X 0 0 0 2221301 2221301 6520057 2912115 3607942 1414593 1070397 344196 3330840 2723380 607460 6780899 SHARE DEPOSITS 1057385 C CERTIFICATE OF DEPOSITS 249000 C CHARITABLE DONATIONS ACCT (INSURANCE) 1132089 C AFS SECURITIES 93799171 F OTHER INVESTMENTS 2193418 F 98431063 MEMBERS SAVINGS AND CERTIFICATES 273896942 273896942 0 WRIGHTSTOWN AREA BASEBALL ASSOCIATION 4412 EAGLE LANDING CT DE PERE WI 54115 460881301 501C3 10000 0 SCOREBOARD SPONSORSHIP SPIERINGS CANCER FOUNDATION PO BOX 171 LITTLE CHUTE WI 54140 264201357 501C3 10000 0 SPONSORSHIP FOR ROCK CANCER EVENT CITY OF KAUKAUNA 144 W 2ND ST KAUKAUNA WI 54130 501C3 22000 0 FOX RIVER BOARDWALK CROSSING SUPPORT AND SPONSORSHIP FOR LIVE AT HYDRO PARK MUSIC EVENTS WISCONSIN TIMBER RATTLERS 2400 N CASALOMA DR APPLETON WI 54913 833724109 501C3 11000 0 2022 SEASON SPONSORSHIP 4 X 1 1 X X X 0 0 0 MARK HIETPAS CEO 270685 0 9455 0 8574 0 17754 0 26957 0 333425 0 0 0 CHARLES MARTIN CFO 151091 0 7951 0 293 0 10229 0 30357 0 199921 0 0 0 CATHERINE KARI COO 168008 0 11392 0 270 0 10764 0 966 0 191400 0 0 0 CHAD VAN HANDEL CHIEF COMMERCIAL OFFICER 124092 0 2115 0 330 0 8265 0 30257 0 165059 0 0 0 VICKI RUNNING CIO 140432 0 2105 0 414 0 8589 0 1964 0 153504 0 0 0 PART I, LINE 1A ANY EMPLOYEE CAN RECEIVE CREDIT TOWARDS A YMCA MEMBERSHIP. THEY RECEIVE $12.50 A MONTH AS LONG AS THEY MAINTAIN THEIR MEMBERSHIP. THE AMOUNT IS INCLUDED IN THEIR TAXABLE COMPENSATION. MARK HIETPAS CEO SPLIT DOLLAR X 2000000 2398209 0 1 1 CHAD VAN HANDEL CLO SPLIT DOLLAR X 1000000 1038249 0 1 1 CATHY KARI COO SPLIT DOLLAR X 1000000 1038249 0 1 1 CHARLES MARTIN CFO SPLIT DOLLAR X 1000000 1038249 0 1 1 5512956 FORM 990, PART III, LINE 2 ONLINE MEMBERSHIP APPLICATIONS AND ACCOUNT OPENING FORM 990, PART VI, SECTION A, LINE 1A MARK HIETPAS IS ALSO CEO/PRESIDENT OF THE CREDIT UNION. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS ARE EQUAL AND REQUIRE A $5 SHARE DEPOSIT. FORM 990, PART VI, SECTION A, LINE 7A AN ANNUAL MEETING IS HELD WHERE ALL MEMBERS ARE ALLOWED ONE VOTE TO ELECT INDIVIDUALS TO OPEN POSITIONS ON OUR BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B CEO AND CFO REVIEW THE PREPARED FORM 990 FOR ACCURACY PRIOR TO MAILING OUT THE FORM FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS REVIEW CEO'S COMPENSATION AND LOOK AT SURVEYS FROM CUNA AND THE WISCONSIN CREDIT UNION LEAGUE. THE CEO AND MANAGEMENT TEAM REVIEW ALL OTHER EMPLOYEES AND BASES COMPENSATION ON THE SURVEYS AND JOB PERFORMANCE. ALL COMPENSATION DECISIONS ARE DOCUMENTED IN EMPLOYEE FILES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.