2013-10-21T08:43:35-05:00 2012-12-31 390758449 WIPFLI LLP PO BOX 8010 WAUSAU WI 544028010 990 2012-01-01 390738415 FOX COMMUNITIES CREDIT UNION FOXC 9209939000 3401 EAST CALUMET STREET APPLETON WI 54915 BRUCE KOTAREK 9209939000 2013-10-08 1 MARY A COATES CPA P00134220 7158453111 2013-10-02 2012 2016-02-24 21:20:13Z BRUCE KOTAREK 3401 EAST CALUMET STREET APPLETON WI 54915 45791764 0 2157 X WWW.FOXCU.ORG X 1937 WI WE AT FOX COMMUNITIES CU HAVE A COMMITMENT TO ENRICH THE QUALITY OF LIFE FOR OUR MEMBERS THROUGH PERSONALIZED FINANCIAL SERVICES THROUGHOUT THEIR ENTIRE LIFE CYCLE. THE CREDIT UNION IS DEDICATED TO THE PROTECTION OF OUR MEMBER'S FINANCIAL WELL BEING AND TO OPERATE IN AN ECONOMICALLY SOUND MANNER. 9 9 343 9 161464 -129070 0 0 42589892 41660935 762719 1245690 0 0 43352611 42906625 0 0 0 0 11268591 12236661 0 0 0 24681606 21072674 35950197 33309335 7402414 9597290 803603332 895387165 720886261 802671207 82717071 92715958 X WE AT FOX COMMUNITIES CU HAVE A COMMITMENT TO ENRICH THE QUALITY OF LIFE FOR OUR MEMBERS THROUGH PERSONALIZED FINANCIAL SERVICES THROUGHOUT THEIR ENTIRE LIFE CYCLE. THE CREDIT UNION IS DEDICATED TO THE PROTECTION OF OUR MEMBER'S FINANCIAL WELL BEING AND TO OPERATE IN AN ECONOMICALLY SOUND MANNER. WE SHALL REMAIN STRONG IN OUR INVOLVEMENT AND SUPPORT OF OUR COMMUNITY. 0 0 IN 2012, FOX COMMUNITIES CREDIT UNION PROVIDED LOW COST DEPOSIT AND LOAN SERVICES TO 7,356 NEW MEMBERS. FOX COMMUNITIES CREDIT UNION MADE FIRST MORTGAGE REAL ESTATE LOANS TO 1,701 OF OUR MEMBERS. WE PROVIDED $199,359,779 IN MORTGAGE LOANS TO THESE MEMBERS. 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 0 1 1 0 0 1 24692 0 1 343 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRUCE KOTAREK 9209939000 3401 EAST CALUMET STREET APPLETON WI 54915 JOANNE BOGENSCHUTZ 1.00 X 0 0 0 DAVID CARNEY 1.00 X 0 0 0 SHARON GUNDERSON 1.00 X 0 0 0 DOUG SCHLEY 1.00 X 0 0 0 PAUL SIPPL 1.00 X 0 0 0 JULIE STEIN 1.00 X 0 0 0 ALAN TIMMERMAN 1.00 X 0 0 0 FRED VANHANDEL 1.00 X 0 0 0 RICH SCOTT 1.00 X 0 0 0 CATHERINE HARVATH 40.00 X 90053 0 16399 GREG A HILBERT 40.00 X 311698 0 163917 BRUCE KOTAREK 40.00 X 107478 0 10254 NANCY J KRAHN 40.00 X 95430 0 4420 DAVID R THONE 40.00 X 85461 0 18655 DONALD M VANEVENHOVEN 40.00 X 137888 0 19066 828008 0 232711 3 0 1 0 BUSINESS LENDING GROUP 2350 N CASALOMA DR SUITE 100 APPLETON WI 54914 BUSINESS LOAN ORIGINATION 1379863 CU ANSWERS 6000 28TH ST SE SUITE 100 GRAND RAPIDS MI 49546 CORE SOFTWARE PROVIDER 898071 VANVREEDE TV & APPLIANCES INC 2450 W COLLEGE AVE APPLETON WI 54914 ADVERTISING SERVICES 479981 CDW DIRECT LLC 75 REMITTANCE DR SUITE 1150 CHICAGO IL 606751150 IT HARDWARE/SOFTWARE 325966 DIEBOLD INC PO BOX 643543 PITTSBURGH PA 152643543 ATM MACHINES/MAINTENANCE 249244 5 LOAN INCOME 522100 31678441 31678441 FEE INCOME 522100 9971428 9809964 161464 OTHER REVENUE 522100 11066 11066 41660935 1615835 1615835 2514994 2885139 -370145 -370145 -370145 42906625 41129326 161464 1615835 922860 8414937 484137 1672465 742262 84907 184864 1503526 1365899 1002280 942503 144886 2961 4473615 738075 815634 DIVIDENDS PAID 4371858 LOAN SERVICING 3146387 PROFESSIONAL SERVICES 1709997 MISCELLANEOUS EXPENSE 473596 111686 33309335 12555614 6486121 82685178 101955392 625852549 679333395 967838 816889 22638607 7558689 13956528 15079918 44478371 70661702 14932340 14407322 8174914 6646426 803603332 895387165 10719348 5482418 1779 5814 2372629 2604187 109754499 119703427 598038006 674875361 720886261 802671207 X 0 0 0 0 82717071 92715958 82717071 92715958 803603332 895387165 X 9597290 352560 49037 X 0 0 0 0 2372629 11150196 10918638 2604187 1 X 6332594 6332594 10817768 4068056 6749712 3090504 2070826 1019678 2397741 1419807 977934 15079918 MEMBER SHARES 446676134 MEMBER CD'S 228199227 674875361 PART IV, LINE 2B: TAX ESCROW ACCOUNTS FOR CREDIT UNION MEMBERS X X X 0 0 0 GREG A HILBERT 265261 0 39023 0 7414 0 152553 0 11364 0 475615 0 86262 0 DONALD M VANEVENHOVEN 121275 0 10795 0 5818 0 8336 0 10730 0 156954 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION CONSISTS OF MEMBERS. TO BE A MEMBER, ONE MUST HAVE A SHARE/SAVINGS ACCOUNT. EACH MEMBER HAS ONE VOTE TO ELECT THE GOVERNING BODY (BOARD OF DIRECTORS). FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP UTILIZING THEIR ONE VOTE PER MEMBER. FORM 990, PART VI, SECTION B, LINE 11 A COPY IS REVIEWED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTOR, OFFICER, AND KEY EMPLOYEE ACCOUNTS ARE REVIEWED AND MONITORED THROUGH THE INTERNAL AUDIT PROCESS. FORM 990, PART VI, SECTION B, LINE 15 STATEWIDE SALARY SURVEY INFORMATION IS REVIEWED AND ALL SALARY RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: RESERVES FROM MERGER WITH SUNRISE CREDIT UNION 8-1-2012 49,037. BENEFIT SERVICES INC 3401 E CALUMET STREET APPLETON WI 54915 391657363 SALES/INSURANCE WI FOX COMMUNITIES CREDIT UNION C 12 39961 1.00000 0 GREEN BAY CREDIT UNION CENTER PO BOX 2452 GREEN BAY WI 54306 391174546 ADMINISTRATION WI FOX COMMUNITIES CREDIT UNION C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0