UNISON CREDIT UNION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UNISON CREDIT UNION (EIN 39-1134930)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-05
IRS object ID: 202133099349301723
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule I
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-05T11:19:55-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	109 N MAIN STREET SUITE 200	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55912	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391134930	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNISON CREDIT UNION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIS	BusinessNameControlTxt
Phone	9207666000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 260	AddressLine1Txt
City	KAUKAUNA	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54130	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK HIETPAS	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	9207666000	PhoneNum
Signature	2021-11-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARK	PersonFirstNm
Person Last	HIETPAS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TANYA MEDGAARDEN	PreparerPersonNm
PTIN	P01717240	PTIN
Phone	5074347000	PhoneNum
Preparation	2021-11-04	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MARK HIETPAS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1616 CROOKS AVE	AddressLine1Txt
City	KAUKAUNA	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54130	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$23,304,926	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.UNISONCU.ORG	WebsiteAddressTxt
Type Of Organization Other	Yes (X)	TypeOfOrganizationOtherInd
Other Organization Dsc	CREDIT UNION	OtherOrganizationDsc
Formation	1932	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	A MEMBER-OWNED NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	70	TotalEmployeeCnt
Total Volunteers	8	TotalVolunteersCnt
Total Gross UBI	$18,407	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$8,619,934	PYProgramServiceRevenueAmt
CY Program Service Revenue	$8,930,402	CYProgramServiceRevenueAmt
PY Investment Income	$1,397,928	PYInvestmentIncomeAmt
CY Investment Income	$1,672,427	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$10,017,862	PYTotalRevenueAmt
CY Total Revenue	$10,602,829	CYTotalRevenueAmt
PY Grants And Similar Paid	$12,500	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$15,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$1,095,338	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$930,991	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,999,389	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,295,326	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,666,334	PYOtherExpensesAmt
CY Other Expenses	$3,312,066	CYOtherExpensesAmt
PY Total Expenses	$8,773,561	PYTotalExpensesAmt
CY Total Expenses	$8,553,383	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,244,301	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,049,446	CYRevenuesLessExpensesAmt
Total Assets BOY	$223,896,630	TotalAssetsBOYAmt
Total Assets EOY	$260,104,059	TotalAssetsEOYAmt
Total Liabilities BOY	$199,856,585	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$232,532,357	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$24,040,045	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$27,571,702	NetAssetsOrFundBalancesEOYAmt
Mission	THE MISSION OF UNISON CREDIT UNION IS TO PROVIDE EXCEPTIONAL SERVICE TO OUR MEMBERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	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.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	5504	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	70	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	0	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	0	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KELLI WERSCHEM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9207666000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1616 CROOKS AVE	AddressLine1Txt
City	KAUKAUNA	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54130	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MARK HIETPAS
CEO	40.00	Yes (X)	$280,627	$0	$33,864
CATHERINE KARI
COO	40.00	Yes (X)	$158,547	$0	$10,468
CHARLES MARTIN
CFO	40.00	Yes (X)	$139,238	$0	$28,622
CHAD VAN HANDEL
CLO	40.00	Yes (X)	$123,748	$0	$27,215
KELLI CLUSSMAN
VP OF MARKETING	40.00	Yes (X)	$115,474	$0	$5,061
JOE VERHAGEN
CHAIRMAN OF THE BOARD	1.00	Yes (X)	$0	$0	$0	Yes (X)
JIM FETT
VICE CHAIRMAN FO THE BOARD	1.00	Yes (X)	$0	$0	$0	Yes (X)
DANIEL VALENTYN
BOARD SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
SUE DUDA
BOARD MEMBER	1.00		$0	$0	$0	Yes (X)
KELLY KELLY
BOARD MEMBER	1.00		$0	$0	$0	Yes (X)
MARK KJORLIE
BOARD MEMBER	1.00		$0	$0	$0	Yes (X)
DAVID VAN DE HEY
BOARD MEMBER	1.00		$0	$0	$0	Yes (X)
CAROL WEDIG
BOARD MEMBER	1.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$817,634	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$105,230	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CU ANSWERS
6000 28TH ST	GRAND RAPIDS	MI	49546	CORE PROCESSING SERVICES	$412,451
FIRST DATA PROCESSING INC
1100 CARR RD	WILMINGTON	DE	19809	DEBIT CARD PROCESSING	$302,654
FIS
PO BOX 4535	CAROL STREAM	IL	60197	CREDIT CARD PROCESSING	$159,403

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
INTEREST ON LOANS	522100	$6,102,213	$6,102,213
OTHER INCOME	522100	$1,220,185	$1,220,185
INTERCHANGE INCOME	522100	$999,890	$999,890
SERVICE FEES	522100	$608,114	$589,707	$18,407

Field	Value	IRS element (for citing)
Total Program Service Revenue	$8,930,402	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,230,770	TotalRevenueColumnAmt
Exclusion	$1,230,770	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$13,143,754	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,702,097	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$441,657	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$441,657	TotalRevenueColumnAmt
Exclusion	$441,657	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,602,829	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,911,995	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$18,407	UnrelatedBusinessRevenueAmt
Exclusion	$1,672,427	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$15,000	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$930,991	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$922,864	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,657,581	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$149,785	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$306,749	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$258,347	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$33,262	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$30,656	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$222,511	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$850,455	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$235,063	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$250,973	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$41,158	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$514,579	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$62,413	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
OTHER PROFESSIONAL FEES	$697,995
LOAN SERVICING	$207,894
PROVISION FOR LOAN LOSS	$95,527
ASSOCIATION DUES	$48,990

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,589	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,553,383	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,023,034	BOYAmt
EOY	$3,567,025	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,570,738	BOYAmt
EOY	$24,580,410	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$121,124	BOYAmt
EOY	$73,103	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$2,315,811	BOYAmt
EOY	$5,393,626	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$150,050,179	BOYAmt
EOY	$138,443,426	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$295,004	BOYAmt
EOY	$282,926	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$12,811,362	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,731,112	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,367,541	BOYAmt
EOY	$7,080,250	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$50,801,094	BOYAmt
EOY	$77,988,655	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,352,105	BOYAmt
EOY	$2,694,638	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$223,896,630	BOYAmt
EOY	$260,104,059	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,160,325	BOYAmt
EOY	$2,306,313	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
EOY	$4,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$197,696,260	BOYAmt
EOY	$226,226,044	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$199,856,585	BOYAmt
EOY	$232,532,357	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$24,040,045	BOYAmt
EOY	$27,571,702	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,040,045	BOYAmt
EOY	$27,571,702	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$223,896,630	BOYAmt
EOY	$260,104,059	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,049,446	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,482,214	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$3	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,221,301	OtherCostOrOtherBasisAmt
Book Value	$2,221,301	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,520,057	OtherCostOrOtherBasisAmt
Depreciation	$2,590,197	DepreciationAmt
Book Value	$3,929,860	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,181,945	OtherCostOrOtherBasisAmt
Depreciation	$899,108	DepreciationAmt
Book Value	$282,837	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,888,059	OtherCostOrOtherBasisAmt
Depreciation	$2,241,807	DepreciationAmt
Book Value	$646,252	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$7,080,250	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
FEDERAL AGENCY SECURITIES	$45,603,413	F
SHARE DEPOSITS	$1,057,385	C
CERTIFICATE OF DEPOSITS	$498,000	C
CMO	$23,505,907	F
MBS PASS THRU	$2,423,655	F
SBA FLOATING RATE SECURITY	$3,328,691	F
FHLB PAID IN CAPITAL DEPOSIT	$500,000	C
CHARITABLE DONATIONS ACCT (INSURANCE)	$1,071,604	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$77,988,655	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	MEMBERS SAVINGS AND CERTIFICATES	Desc
Amt	$226,226,044	Amt

Field	Value	IRS element (for citing)
Total Liability	$226,226,044	TotalLiabilityAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WISCONSIN VETERAND VILLAGE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2919 W GLENPARK DR STE 500	AddressLine1Txt
City	APPLETON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54914	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	822839384	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$15,000	CashGrantAmt
Purpose Of Grant	FUNDING FOR THE CONSTRUCTION OF AFFORDABLE HOUSING FOR VETERANS.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ALL GRANTS WERE PASS-THROUGHS OF GRANTS RECEIVED FROM THE FEDERAL HOME LOAN BANK AND WERE DISTRIBUTED TO BUSINESSES TO PROVIDE COVID RELIEF. THERE WAS NOT A DESIGNATED USE OF THE FUNDS AND COULD BE USED AS NEEDED BY THE BUSINESSES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK HIETPAS
CEO	$260,305	$0	$11,808	$0	$8,514	$0	$17,282	$0	$16,582	$0	$314,491	$0	$0	$0
CATHERINE KARI
COO	$151,200	$0	$7,167	$0	$180	$0	$9,502	$0	$966	$0	$169,015	$0	$0	$0
CHARLES MARTIN
CFO	$128,720	$0	$10,227	$0	$291	$0	$9,011	$0	$19,611	$0	$167,860	$0	$0	$0
CHAD VAN HANDEL
CLO	$118,796	$0	$4,682	$0	$270	$0	$8,063	$0	$19,152	$0	$150,963	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	ANY EMPLOYE 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.	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
MARK HIETPAS
CEO	SPLIT DOLLAR	Yes (X)	$2,000,000	$2,350,501	0	Yes (1)	Yes (1)
CHAD VAN HANDEL
CLO	SPLIT DOLLAR	Yes (X)	$1,000,000	$1,014,375	0	Yes (1)	Yes (1)
CATHY KARI
COO	SPLIT DOLLAR	Yes (X)	$1,000,000	$1,014,375	0	Yes (1)	Yes (1)
CHARLES MARTIN
CFO	SPLIT DOLLAR	Yes (X)	$1,000,000	$1,014,375	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$5,393,626	TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1	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 REVIEWS 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. THIS PROCESS WAS MOST RECENTLY COMPLETED IN 2020.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	ROUNDING -3.