2018-10-25T16:05:58-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP PO BOX 217 AUSTIN MN 55912 990 2017-01-01 390203995 LANDMARK CREDIT UNION LAND 2627964500 2775 S MOORLAND ROAD NEW BERLIN WI 53151 DAVID POWERS CFO 2627964500 2018-07-31 1 TANYA MEDGAARDEN P01717240 5074347000 2018-07-27 67.137.57.251 2018-07-31 11:36:53 CD P 3547DB85658CDBF454A47B9D4758AEFA9CE27112 7F79EBEF70B52A6617C4AF05089A677303FDB297 2017 2018-06-14 16:35:46Z DAVID POWERS 2775 S MOORLAND ROAD NEW BERLIN WI 53151 161081776 0 X WWW.LANDMARKCU.COM X 1933 WI LANDMARK CREDIT UNION IS A MEMBER-OWNED NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION. 11 0 787 0 0 -19755 0 0 136578302 155931798 7877868 4716621 197790 210080 144653960 160858499 0 0 0 16694343 44733480 44876061 0 0 0 55023739 49129385 99757219 110699789 44896741 50158710 3196311620 3602949939 2909031447 3265942454 287280173 337007485 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 318,238 MEMBERS, WHO RESIDE PRIMARILY IN SOUTHEASTERN WISCONSIN. PROVIDED OVER 559,095 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 62,689 LOANS TO CREDIT UNION MEMBERS, REPRESENTING APPROXIMATELY $1,894,674,237 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 98189 0 1 787 1 1 1 0 0 0 0 0 0 0 X 11 0 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 16900 0 0 JOHN SCHULZE DIRECTOR 10.00 X 8250 0 0 NANCY DICKMAN SECRETARY 10.00 X 14325 0 0 JENNIFER BOGNAR ZIERER DIRECTOR 10.00 X 7500 0 0 AILEC GONZALEZ DIRECTOR 10.00 X 8250 0 0 GRACE KOSTROSKI VICE CHAIR 10.00 X X 12825 0 0 JAY MAGULSKI TREASURER/CEO/PRESIDENT 50.00 X X 650014 0 76275 NELSON PHILLIPS DIRECTOR 10.00 X 8250 0 0 MIKE ERWIN DIRECTOR 10.00 X 7750 0 0 DAVID POWERS CFO 50.00 X 266701 0 50629 ROBERT BRUEMMER EVP 50.00 X 253004 0 49318 ERIC KASE COO 50.00 X 250480 0 49252 STEVEN HANNAN JR CIO 50.00 X 79403 0 8974 ADAM NEWMAN SR VICE PRESIDENT 50.00 X 219278 0 47403 LUKE HESPRICH SR INVESTMENT REP 50.00 X 283425 0 54300 SPENCER SIMONEN SR VICE PRESIDENT 50.00 X 189622 0 45424 BETTY FEIERSTEIN VP - MORTGAGE 50.00 X 221039 0 43475 ROBERT NILSSON MORTGAGE LOAN ORIGINATOR 50.00 X 202953 0 45958 2699969 0 471008 9 0 1 0 LAMACCHIA GROUP LLC 157 N MILWAUKEE ST MILWAUKEE WI 53202 1841343 CAPITAL DATA INC 1360 S MOORLAND ROAD STE 200 BROOKFIELD WI 53005 1421190 FIS PO BOX 4535 CAROL STREAM IL 60197 1366341 JIGSAW LLC 710 N PLANKINTON AVE 9TH FLOOR MILWAUKEE WI 53203 1277775 CDW DIRECT LLC PO BOX 75723 CHICAGO IL 60675 1175383 61 LOAN INTEREST INCOME 522100 108633088 108633088 OTHER OPERATING INCOME 522100 25271908 25271908 FEE REVENUE 522100 22026802 22026802 155931798 4422169 4422169 210080 0 210080 210080 210080 517729 0 223277 517729 -223277 294452 294452 160858499 160858499 0 0 16694343 1818100 27880802 3153098 9700941 2323120 574948 97661 2699371 6911941 3220474 377070 2684302 3383986 PROFESSIONAL & OUTSIDE 9099078 PROVISION FOR LOAN LOSS 7591736 LOAN SERVICING EXPENSES 6471205 MISC. OPERATING EXPENSE 5706402 311211 110699789 18877662 15609029 62866466 213379896 2213382 2831846297 3133067839 2481383 1980053 83939457 35672738 44274517 48266719 83108290 183139282 30833699 52826013 74491032 3196311620 3602949939 27656596 43951352 2624826 2932877 117873758 153146474 2760876267 3065911751 2909031447 3265942454 X 0 0 0 0 287280173 337007485 287280173 337007485 3196311620 3602949939 X 50158710 157246 -588644 X X 1 X 1 X 1 0 0 1 X 10913373 10913373 39788843 12677879 27110964 1790152 1017491 772661 26590188 21414038 5176150 4856901 563330 4293571 48266719 SHARE DRAFTS 500407075 REGULAR DRAFTS 656137108 MONEY MARKET SHARES 802505339 SHARE CERTIFICATES 884026747 IRA 202665173 ALL OTHER SHARES/DEPOSITS 20170309 3065911751 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 0 0 0 JAY MAGULSKI TREASURER/CEO/PRESIDENT 468027 0 181987 0 0 0 48522 0 27753 0 726289 0 0 0 DAVID POWERS CFO 239023 0 27678 0 0 0 23706 0 26923 0 317330 0 0 0 ROBERT BRUEMMER EVP 225771 0 27233 0 0 0 22440 0 26878 0 302322 0 0 0 ERIC KASE COO 213780 0 36700 0 0 0 22369 0 26883 0 299732 0 0 0 ADAM NEWMAN SR VICE PRESIDENT 157264 0 62014 0 0 0 20597 0 26806 0 266681 0 0 0 LUKE HESPRICH SR INVESTMENT REP 14562 0 268863 0 0 0 27239 0 27061 0 337725 0 0 0 SPENCER SIMONEN SR VICE PRESIDENT 13945 0 175677 0 0 0 18666 0 26758 0 235046 0 0 0 BETTY FEIERSTEIN VP - MORTGAGE 97426 0 123613 0 0 0 16653 0 26822 0 264514 0 0 0 ROBERT NILSSON MORTGAGE LOAN ORIGINATOR 37826 0 165127 0 0 0 19164 0 26794 0 248911 0 0 0 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 318,238 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 -588,644. 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