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LANDMARK CREDIT UNION

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Public IRS 990 nonprofit record

LANDMARK CREDIT UNION

EIN 39-0203995

What they do

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.

Before you give

Are they doing good?

Easy charity check
Good signs so far

The public paperwork has several good signs. Now check whether the charity can show who it helped.

Here is the honest answer: A tax form shows money and paperwork. It cannot prove that people, animals, or the community were truly helped.

Good signs we looked for

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$89.36spent for every $100 of revenueRevenue covered expenses this year.
$17.76in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,809,377 for JAY MAGULSKI (TREASURER/CEO/PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Good paperwork is a good sign—not proof. The best answer comes when the charity can show what it changed, who it helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$426,617,281
Expenses$381,237,130
Annual surplus $45,380,151 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$426,617,281
Expenses$381,237,130
Assets$6,770,014,749
Stocks and bonds$541,402,205
Accounting fees$350,058
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
JAY MAGULSKITREASURER/CEO/PRESIDENT · 50 hrs/week $1,809,377Base $1,721,368 · Other $88,009
LUKE HESPRICHSENIOR INVESTMENT REP · 40 hrs/week $742,469Base $660,871 · Other $81,598
BRIAN MELTERCXO · 50 hrs/week $517,650Base $453,258 · Other $64,392
STEPHEN HANNAN JRCIO · 50 hrs/week $468,437Base $408,224 · Other $60,213
MARK KENNEDYCLO · 50 hrs/week $460,554Base $401,975 · Other $58,579
TRENT SANTOSINVESTMENT REPRESENTATIVE SR · 40 hrs/week $434,983Base $375,457 · Other $59,526
DAVID POWERSCFO · 50 hrs/week $433,879Base $376,591 · Other $57,288
JODI GREENMEIERCPO · 50 hrs/week $391,160Base $342,987 · Other $48,173
WILLIAM GOMILLAINVESTMENT REPRESENTATIVE SR · 40 hrs/week $376,161Base $333,243 · Other $42,918
ADAM NEWMANEVP · 40 hrs/week $367,018Base $311,268 · Other $55,750
SPENCER SIMONENINVESTMENT REPRESENTATIVE SR · 40 hrs/week $351,907Base $294,918 · Other $56,989
BRIAN DOROWCHAIRPERSON · 10 hrs/week $25,900

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

JAY MAGULSKITREASURER/CEO/PRESIDENT

LUKE HESPRICHSENIOR INVESTMENT REP

BRIAN MELTERCXO

STEPHEN HANNAN JRCIO

MARK KENNEDYCLO

TRENT SANTOSINVESTMENT REPRESENTATIVE SR

DAVID POWERSCFO

JODI GREENMEIERCPO

WILLIAM GOMILLAINVESTMENT REPRESENTATIVE SR

ADAM NEWMANEVP

SPENCER SIMONENINVESTMENT REPRESENTATIVE SR

BRIAN DOROWCHAIRPERSON

NANCY DICKMANSECRETARY

GRACE KOSTROSKIVICE CHAIRPERSON

JOHN SCHULZE JRDIRECTOR

NELSON PHILLIPSDIRECTOR

MIKE ERWINDIRECTOR

AILEC GONZALEZDIRECTOR

JENNIFER BOGNARDIRECTOR

DANE SANDERSENASSOCIATE DIRECTOR

About this charity

Location
555 S EXECUTIVE DR, BROOKFIELD, WI 53005
County
Waukesha
In care of
DAVID POWERS
Primary officer
DAVID POWERS, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
CLIFTONLARSONALLEN LLP

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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