2019-11-15T10:33:41-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 109 N MAIN STREET SUITE 200 AUSTIN MN 55912 990 2018-01-01 390203995 LANDMARK CREDIT UNION LAND 2627964500 2775 S MOORLAND ROAD NEW BERLIN WI 53151 DAVID POWERS CFO 2627964500 2019-11-13 1 TANYA MEDGAARDEN P01717240 5074347000 2019-11-12 67.137.57.251 2019-11-13 13:31:48 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BDA8042A4A1B5EFC7B6B23756E4A8DE2138A36D7 2018 2020-04-17 16:48:07Z DAVID POWERS 2775 S MOORLAND ROAD NEW BERLIN WI 53151 191675636 0 X WWW.LANDMARKCU.COM X 1933 WI LANDMARK CREDIT UNION IS A MEMBER-OWNED NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION. 9 8 830 0 36711 60510 0 0 155931798 184011791 4716621 7457247 210080 206598 160858499 191675636 0 0 16694343 25214488 44876061 49241937 0 0 0 49129385 59719321 110699789 134175746 50158710 57499890 3602949939 3965319770 3265942454 3577772161 337007485 387547609 X LANDMARK CREDIT UNION IS A COOPERATIVE, NONPROFIT CORPORATION, INCORPORATED UNDER WISCONSIN STATE LAW TO ENCOURAGE THRIFT AMONG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND PROVIDE AN OPPORTUNITY FOR ITS MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. 0 0 PROVIDE LOW COST FINANCIAL SERVICES TO OVER 341,538 MEMBERS, WHO RESIDE PRIMARILY IN SOUTHEASTERN WISCONSIN. PROVIDED OVER 602,221 SAVINGS-TYPE ACCOUNTS TO THE CREDIT UNION'S MEMBERS. THE ACCOUNTS ARE STRUCTURED TO ENCOURAGE MEMBER THRIFT AND PROVIDE A COMPETITIVE RETURN ON THEIR SAVINGS. GRANTED 63,201 LOANS TO CREDIT UNION MEMBERS, REPRESENTING APPROXIMATELY $1,980,971,588 AIMED AT MEETING THEIR RESPECTIVE FINANCING NEEDS. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 105488 0 1 830 1 1 1 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 0 1 1 1 0 X DAVID POWERS 2627964500 5445 S WESTRIDGE DRIVE PO BOX NEW BERLIN WI 53151 BRIAN DORROW CHAIR 10.00 X X 17700 0 0 GRACE KOSTROSKI VICE CHAIR 10.00 X X 13600 0 0 NANCY DICKMAN SECRETARY 10.00 X 15100 0 0 JOHN SCHULZE DIRECTOR 10.00 X 9000 0 0 JENNIFER BOGNAR ZIERER DIRECTOR 10.00 X 9000 0 0 AILEC GONZALEZ DIRECTOR 10.00 X 9000 0 0 NELSON PHILLIPS DIRECTOR 10.00 X 9000 0 0 MIKE ERWIN DIRECTOR 10.00 X 9000 0 0 JAY MAGULSKI TREASURER/CEO/PRESIDENT 50.00 X X 684409 0 76741 DAVID POWERS CFO 50.00 X 285925 0 50699 ROBERT BRUEMMER EVP 50.00 X 253778 0 47603 ERIC KASE COO 50.00 X 271379 0 48945 STEVEN HANNAN JR CIO 50.00 X 229549 0 41505 ADAM NEWMAN SR VICE PRESIDENT 50.00 X 234271 0 46786 LUKE HESPRICH SR INVESTMENT REP 50.00 X 555817 0 71548 SPENCER SIMONEN SR VICE PRESIDENT 50.00 X 227577 0 47350 TIMOTHY GORSUCH SR INVESTMENT REP 50.00 X 207100 0 30717 THOMAS HALEY REGIONAL PRESIDENT/CRO 50.00 X 621828 0 8429 3663033 0 470323 10 0 1 0 JIGSAW LLC 710 N PLANKINTON AVE 9TH FLOOR MILWAUKEE WI 53203 1955579 FISERV 75 REMITTANCE DRIVE STE 1649 CHICAGO IL 606751649 1805015 LAMACCHIA GROUP LLC 157 N MILWAUKEE ST MILWAUKEE WI 53202 1560050 OSG BILLING SERVICES 201 TECHNOLOGY LN MOUNT AIRY NC 270306684 1001023 CDW DIRECT LLC PO BOX 75723 CHICAGO IL 60675 975771 72 LOAN INTEREST INCOME 522100 131542737 131542737 OTHER OPERATING INCOME 522100 27564535 27564535 FEE REVENUE 522100 24904519 24867808 36711 184011791 7421416 7421416 206598 0 206598 206598 206598 16075 19756 0 0 16075 19756 35831 35831 191675636 191638925 36711 0 25214488 2081933 32521565 4983342 7175643 2479454 587369 102287 3159058 8081406 3427363 579531 3634389 3030884 PROVISION FOR LOAN LOSS 14335478 PROFESSIONAL & OUTSIDE 10364168 LOAN SERVICING EXPENSES 7511439 MISC. OPERATING EXPENSE 4595668 310281 134175746 15609029 14714812 213379896 232761374 2213382 2788456 3133067839 3426824597 1980053 2238513 88274338 38528792 48266719 49745546 83108290 129725750 30833699 24468020 74491032 82052702 3602949939 3965319770 43951352 52337533 2932877 153146474 165305000 3065911751 3360129628 3265942454 3577772161 X 0 0 0 0 337007485 387547609 337007485 387547609 3602949939 3965319770 X 57499890 -814604 -6145163 X X 1 X 1 X 1 0 0 1 X 10763373 10763373 46417105 13805924 32611181 1790152 1098184 691968 27903375 22986601 4916774 1400333 638083 762250 49745546 SHARE DRAFTS 540881684 REGULAR DRAFTS 708735272 MONEY MARKET SHARES 821276542 SHARE CERTIFICATES 1051703011 IRA 214978499 ALL OTHER SHARES/DEPOSITS 22554620 3360129628 PART IV, LINE 2B: THE CREDIT UNION MAINTAINS REAL ESTATE ESCROW ACCOUNTS USED TO PAY MEMBERS REAL ESTATE TAXES AND INSURANCE. X X 1 1 X X X X 1 0 0 JAY MAGULSKI TREASURER/CEO/PRESIDENT 631373 0 53036 0 0 0 50840 0 25901 0 761150 0 0 0 DAVID POWERS CFO 254704 0 28507 0 2714 0 25568 0 25131 0 336624 0 0 0 ROBERT BRUEMMER EVP 221446 0 27461 0 4871 0 22574 0 25029 0 301381 0 0 0 ERIC KASE COO 236780 0 26352 0 8247 0 23847 0 25098 0 320324 0 0 0 STEVEN HANNAN JR CIO 203198 0 20581 0 5770 0 16504 0 25001 0 271054 0 0 0 ADAM NEWMAN SR VICE PRESIDENT 161708 0 70717 0 1846 0 21794 0 24992 0 281057 0 0 0 LUKE HESPRICH SR INVESTMENT REP 13760 0 541433 0 624 0 45647 0 25901 0 627365 0 0 0 SPENCER SIMONEN SR VICE PRESIDENT 14374 0 213203 0 0 0 22323 0 25027 0 274927 0 0 0 TIMOTHY GORSUCH SR INVESTMENT REP 14406 0 192694 0 0 0 20218 0 10499 0 237817 0 0 0 THOMAS HALEY REGIONAL PRESIDENT/CRO 47682 0 16874 0 557272 0 2100 0 6329 0 630257 0 0 0 PART I, LINE 4A THOMAS HALEY, SEVERANCE PAY: $163,316 FORM 990, PART VI, SECTION A, LINE 2 KYLE & SHARON MATHER ARE HUSBAND & WIFE. FORM 990, PART VI, SECTION A, LINE 6 LANDMARK CREDIT UNION IS COOPERATIVELY OWNED BY ITS APPROXIMATELY 341,538 MEMBERS. OWNERSHIP IS ACQUIRED THROUGH OPENING A QUALIFYING SHARE (SAVINGS) ACCOUNT, WITH A MINIMUM DEPOSIT OF $5.00. EACH MEMBER IS ENTITLED TO AN EQUAL VOTE IN MATTERS IN WHICH THE CREDIT UNION'S BYLAWS EMPOWER MEMBER AUTHORIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS TO REPRESENT THEIR CORPORATE INTERESTS. DIRECTORS ARE ELECTED FOR THREE-YEAR TERMS, AND MUST STAND FOR ELECTION AT A MEETING OF THE MEMBERSHIP UPON EXPIRATION OF THEIR RESPECTIVE TERMS. FORM 990, PART VI, SECTION A, LINE 7B AT ANY MEETING OF THE MEMBERSHIPS, A MAJORITY OF THE MEMBERS PRESENT MAY DIRECT THE BOARD OF DIRECTORS TO: A) CONSIDER IMPLEMENTING ANY POLICY PROPOSED BY THE MEMBERS; B) RECONSIDER ANY DECISION OF THE DIRECTORS, OFFICERS, OR COMMITTEES; C) BY A THREE-FOURTHS VOTE REMOVE ANY DIRECTOR, AND; D) BY A THREE-FOURTHS VOTE AMEND THE EXISTING BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND CFO FOR ACCURACY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OATH OF OFFICE IS SIGNED ANNUALLY, ANY ITEM OF VALUE OVER $250 GIVEN TO AN ASSOCIATE MUST BE REPORTED, JUSTIFIED, AND APPROVED BY THE PRESIDENT. ALL ASSOCIATES ARE COVERED. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEES RECEIVE AN ANNUAL PERFORMANCE EVALUATION AT WHICH TIME COMPENSATION FOR THE NEXT YEAR IS DETERMINED. THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT ACTS ON THE PRESIDENT'S REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9: CHANGE IN DEFINED BENEFIT PLAN -6,145,163. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LANDMARK FINANCIAL SERVICES INC 2775 S MOORLAND ROAD STE 301 NEW BERLIN WI 53151 391607208 DORMANT CORPORATION WI 300