FORT COMMUNITY CREDIT UNION Charity Report

Public IRS 990 nonprofit record

FORT COMMUNITY CREDIT UNION

EIN 39-0851648

What they do

THE PURPOSES of THIS CREDIT UNION ARE: to ENCOURAGE THRIFT AMONG ITS MEMBERS; to CREATE A SOURCE of CREDIT AT A FAIR and REASONABLE COST; to PROVIDE AN OPPORTUNITY for EACH of ITS MEMBERS to IMPROVE THE MEMBERS RESPECTIVE ECONOMIC and SOCIAL CONDITIONS; and to PERFORM THE FUNCTIONS and EXERCISE THE POWERS DESIGNATED for CREDIT UNIONS UNDER APPLICABLE LAW.

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Basic facts we verified

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 leaders13 people are listed in the latest report.

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

Money made simple

$91.62spent for every $100 of revenueRevenue covered expenses this year.

$21.12in assets for every $1 spent this yearSome assets cannot be spent right away.

0.1%of its money came from giftsOther money may come from services or investments.

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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 $352,582 for SUSAN JOHNSON (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

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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$19,851,929

Expenses$18,188,793

Annual surplus $1,663,136 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$19,851,929

Expenses$18,188,793

Assets$384,150,598

Contributions$10,000

Stocks and bonds$70,913,938

Accounting fees$54,247

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

SUSAN JOHNSONCHIEF EXECUTIVE OFFICER · 40 hrs/week $352,582Base $303,350 · Other $49,232

JOSHUAH KLINECHIEF FINANCIAL OFFICER · 40 hrs/week $155,616Base $122,486 · Other $33,130

KEVIN PAYNTERCHIEF LENDING OFFICER · 40 hrs/week $151,025Base $109,535 · Other $41,490

MEGHAN BERNATHCHIEF OPERATING OFFICER · 40 hrs/week $149,468Base $122,052 · Other $27,416

JONI LUNDINLEAD COMMERCIAL LENDER · 40 hrs/week $128,856Base $112,011 · Other $16,845

JEFFREY SCHEUERELLCHIEF EXPERIENCE OFFICER · 40 hrs/week $122,475Base $112,756 · Other $9,719

PHILIP RISTOWCHAIR · 1 hrs/week $2,200

ERNEST WITZKEVICE CHAIR · 1 hrs/week $2,000

KIMBERLY HOFFMANNDIRECTOR · 1 hrs/week $1,500

ROSALINDA MARTINEZDIRECTOR · 1 hrs/week $1,500

CRAIG NEVERMANNDIRECTOR · 1 hrs/week $1,300

COLLIN W STEVENSSECRETARY · 1 hrs/week $1,200

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 (13)

SUSAN JOHNSONCHIEF EXECUTIVE OFFICER

JOSHUAH KLINECHIEF FINANCIAL OFFICER

KEVIN PAYNTERCHIEF LENDING OFFICER

MEGHAN BERNATHCHIEF OPERATING OFFICER

JONI LUNDINLEAD COMMERCIAL LENDER

JEFFREY SCHEUERELLCHIEF EXPERIENCE OFFICER

PHILIP RISTOWCHAIR

ERNEST WITZKEVICE CHAIR

KIMBERLY HOFFMANNDIRECTOR

ROSALINDA MARTINEZDIRECTOR

CRAIG NEVERMANNDIRECTOR

COLLIN W STEVENSSECRETARY

MARGARET BARETREASURER

About this charity

Location: PO BOX 160, FORT ATKINSON, WI 53538
County: Jefferson
In care of: SUSAN JOHNSON
Primary officer: SUSAN JOHNSON, CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(920) 563-7305

Filing and classification

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