2021-11-05T11:19:55-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 109 N MAIN STREET SUITE 200 AUSTIN MN 55912 990 2020-01-01 391134930 UNISON CREDIT UNION UNIS 9207666000 PO BOX 260 KAUKAUNA WI 54130 MARK HIETPAS PRESIDENT/CEO 9207666000 2021-11-04 1 MARK HIETPAS 999009999 TANYA MEDGAARDEN P01717240 5074347000 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK HIETPAS 1616 CROOKS AVE KAUKAUNA WI 54130 23304926 0 X WWW.UNISONCU.ORG X CREDIT UNION 1932 WI A MEMBER-OWNED NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION. 9 8 70 8 18407 0 0 0 8619934 8930402 1397928 1672427 0 0 10017862 10602829 12500 15000 1095338 930991 3999389 4295326 0 0 0 3666334 3312066 8773561 8553383 1244301 2049446 223896630 260104059 199856585 232532357 24040045 27571702 THE MISSION OF UNISON CREDIT UNION IS TO PROVIDE EXCEPTIONAL SERVICE TO OUR MEMBERS. 0 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 5504 0 70 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 0 0 1 1 1 1 0 X KELLI WERSCHEM 9207666000 1616 CROOKS AVE KAUKAUNA WI 54130 MARK HIETPAS CEO 40.00 X 280627 0 33864 CATHERINE KARI COO 40.00 X 158547 0 10468 CHARLES MARTIN CFO 40.00 X 139238 0 28622 CHAD VAN HANDEL CLO 40.00 X 123748 0 27215 KELLI CLUSSMAN VP OF MARKETING 40.00 X 115474 0 5061 JOE VERHAGEN CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 JIM FETT VICE CHAIRMAN FO THE BOARD 1.00 X X 0 0 0 DANIEL VALENTYN BOARD SECRETARY 1.00 X X 0 0 0 SUE DUDA 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 DAVID VAN DE HEY BOARD MEMBER 1.00 X 0 0 0 CAROL WEDIG BOARD MEMBER 1.00 X 0 0 0 817634 0 105230 5 0 1 0 CU ANSWERS 6000 28TH ST GRAND RAPIDS MI 49546 CORE PROCESSING SERVICES 412451 FIRST DATA PROCESSING INC 1100 CARR RD WILMINGTON DE 19809 DEBIT CARD PROCESSING 302654 FIS PO BOX 4535 CAROL STREAM IL 60197 CREDIT CARD PROCESSING 159403 3 INTEREST ON LOANS 522100 6102213 6102213 OTHER INCOME 522100 1220185 1220185 INTERCHANGE INCOME 522100 999890 999890 SERVICE FEES 522100 608114 589707 18407 8930402 1230770 1230770 13143754 12702097 441657 441657 441657 10602829 8911995 18407 1672427 15000 930991 922864 2657581 149785 306749 258347 33262 30656 222511 850455 235063 250973 41158 1 514579 62413 OTHER PROFESSIONAL FEES 697995 LOAN SERVICING 207894 PROVISION FOR LOAN LOSS 95527 ASSOCIATION DUES 48990 20589 8553383 3023034 3567025 7570738 24580410 121124 73103 2315811 5393626 150050179 138443426 295004 282926 12811362 5731112 7367541 7080250 50801094 77988655 2352105 2694638 223896630 260104059 2160325 2306313 4000000 197696260 226226044 199856585 232532357 X 0 0 0 0 24040045 27571702 24040045 27571702 223896630 260104059 X 2049446 1482214 -3 X 0 0 0 2221301 2221301 6520057 2590197 3929860 1181945 899108 282837 2888059 2241807 646252 7080250 FEDERAL AGENCY SECURITIES 45603413 F SHARE DEPOSITS 1057385 C CERTIFICATE OF DEPOSITS 498000 C CMO 23505907 F MBS PASS THRU 2423655 F SBA FLOATING RATE SECURITY 3328691 F FHLB PAID IN CAPITAL DEPOSIT 500000 C CHARITABLE DONATIONS ACCT (INSURANCE) 1071604 C 77988655 MEMBERS SAVINGS AND CERTIFICATES 226226044 226226044 1 WISCONSIN VETERAND VILLAGE 2919 W GLENPARK DR STE 500 APPLETON WI 54914 822839384 501(C)(3) 15000 FUNDING FOR THE CONSTRUCTION OF AFFORDABLE HOUSING FOR VETERANS. 1 PART I, LINE 2: 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. X 1 1 X X X 0 0 0 MARK HIETPAS CEO 260305 0 11808 0 8514 0 17282 0 16582 0 314491 0 0 0 CATHERINE KARI COO 151200 0 7167 0 180 0 9502 0 966 0 169015 0 0 0 CHARLES MARTIN CFO 128720 0 10227 0 291 0 9011 0 19611 0 167860 0 0 0 CHAD VAN HANDEL CLO 118796 0 4682 0 270 0 8063 0 19152 0 150963 0 0 0 PART I, LINE 1A 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. MARK HIETPAS CEO SPLIT DOLLAR X 2000000 2350501 0 1 1 CHAD VAN HANDEL CLO SPLIT DOLLAR X 1000000 1014375 0 1 1 CATHY KARI COO SPLIT DOLLAR X 1000000 1014375 0 1 1 CHARLES MARTIN CFO SPLIT DOLLAR X 1000000 1014375 0 1 1 5393626 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.