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Nonprofiteer
← FOX COMMUNITIES CREDIT UNION

Form 990 for tax year 2022

Filed by FOX COMMUNITIES CREDIT UNION.

Totals

Total revenue
$104,390,989
Total expenses
$86,125,979
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • RICHARD SCOTT

    CHAIR

    Total calculated
    $11,100
    From this org
    $11,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOANNE BOGENSCHUTZ

    SECRETARY

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MARTY DOCTER

    DIRECTOR

    Total calculated
    $8,400
    From this org
    $8,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • WILLIAM PANELLA

    DIRECTOR

    Total calculated
    $7,900
    From this org
    $7,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CAMILLE KEMNITZ-ZIZZO

    TREASURER

    Total calculated
    $8,500
    From this org
    $8,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KRISTA DRAHEIM

    DIRECTOR/VP STRATEGIC PLANNING

    Total calculated
    $19,256
    From this org
    $18,763
    From related orgs
    $0
    Other
    $493
    Hours/week
    40

  • JESSICA FLEEK

    DIRECTOR

    Total calculated
    $7,900
    From this org
    $7,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MICHAEL VOELKER

    DIRECTOR

    Total calculated
    $7,900
    From this org
    $7,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JAMES RICHARDSON

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • PAUL SIPPL

    DIRECTOR

    Total calculated
    $3,850
    From this org
    $3,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CHRISTOPHER ALLEN

    PRESIDENT/CEO

    Total calculated
    $587,361
    From this org
    $534,129
    From related orgs
    $0
    Other
    $53,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $398,129
    Bonus
    $136,000
    Other
    $0
    Deferred
    $21,535
    Nontaxable benefits
    $31,697
    Filer's total
    $587,361

  • NIKI SCHAUMBERG

    CHIEF FINANCIAL OFFICER

    Total calculated
    $278,157
    From this org
    $231,841
    From related orgs
    $0
    Other
    $46,316
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,841
    Bonus
    $30,000
    Other
    $0
    Deferred
    $13,284
    Nontaxable benefits
    $33,032
    Filer's total
    $278,157

  • ADAM LANDSVERK

    CHIEF LENDING OFFICER

    Total calculated
    $295,753
    From this org
    $249,218
    From related orgs
    $0
    Other
    $46,535
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,018
    Bonus
    $41,200
    Other
    $0
    Deferred
    $13,555
    Nontaxable benefits
    $32,980
    Filer's total
    $295,753

  • MITCHELL MUSIAL

    GENERAL COUNSEL

    Total calculated
    $247,211
    From this org
    $209,751
    From related orgs
    $0
    Other
    $37,460
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,751
    Bonus
    $20,000
    Other
    $0
    Deferred
    $10,278
    Nontaxable benefits
    $27,182
    Filer's total
    $247,211

  • NANCY KRAHN

    CHIEF RETAIL OFFICER

    Total calculated
    $240,710
    From this org
    $220,676
    From related orgs
    $0
    Other
    $20,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,676
    Bonus
    $20,000
    Other
    $0
    Deferred
    $7,774
    Nontaxable benefits
    $12,260
    Filer's total
    $240,710

  • KORY KITOWSKI

    CHIEF INFORMATION OFFICER

    Total calculated
    $238,003
    From this org
    $214,171
    From related orgs
    $0
    Other
    $23,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,021
    Bonus
    $13,000
    Other
    $150
    Deferred
    $12,572
    Nontaxable benefits
    $11,260
    Filer's total
    $238,003

  • THERESA GREEN

    VP HUMAN RESOURCES

    Total calculated
    $175,181
    From this org
    $155,038
    From related orgs
    $0
    Other
    $20,143
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,038
    Bonus
    $14,000
    Other
    $0
    Deferred
    $8,919
    Nontaxable benefits
    $11,224
    Filer's total
    $175,181

  • JENEFER KIND

    SVP OPERATIONS

    Total calculated
    $169,787
    From this org
    $153,315
    From related orgs
    $0
    Other
    $16,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,315
    Bonus
    $13,000
    Other
    $0
    Deferred
    $8,862
    Nontaxable benefits
    $7,610
    Filer's total
    $169,787

  • KRISTINE HACKBARTH-HORN

    CHIEF PEOPLE OFFICER

    Total calculated
    $258,599
    From this org
    $214,129
    From related orgs
    $0
    Other
    $44,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,129
    Bonus
    $20,000
    Other
    $0
    Deferred
    $13,388
    Nontaxable benefits
    $31,082
    Filer's total
    $258,599

  • DAWN DOBERSTEIN

    COMMERCIAL LENDER

    Total calculated
    $288,964
    From this org
    $265,801
    From related orgs
    $0
    Other
    $23,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,526
    Bonus
    $120,275
    Other
    $0
    Deferred
    $10,903
    Nontaxable benefits
    $12,260
    Filer's total
    $288,964

  • SCOTT YUKEL

    COMMERCIAL LENDER

    Total calculated
    $233,869
    From this org
    $197,976
    From related orgs
    $0
    Other
    $35,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,544
    Bonus
    $59,432
    Other
    $0
    Deferred
    $10,084
    Nontaxable benefits
    $25,809
    Filer's total
    $233,869

  • CHRISTOPHER CUMICEK

    COMMERCIAL LENDER

    Total calculated
    $175,912
    From this org
    $144,789
    From related orgs
    $0
    Other
    $31,123
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,789
    Bonus
    $5,000
    Other
    $0
    Deferred
    $5,241
    Nontaxable benefits
    $25,882
    Filer's total
    $175,912

  • JORDAN SMITH

    COMMERCIAL LENDER

    Total calculated
    $166,146
    From this org
    $146,368
    From related orgs
    $0
    Other
    $19,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,868
    Bonus
    $13,500
    Other
    $0
    Deferred
    $8,518
    Nontaxable benefits
    $11,260
    Filer's total
    $166,146

  • STEVE GINERIS

    VP OF RETAIL LENDING

    Total calculated
    $168,116
    From this org
    $158,638
    From related orgs
    $0
    Other
    $9,478
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,638
    Bonus
    $20,000
    Other
    $0
    Deferred
    $9,478
    Nontaxable benefits
    $0
    Filer's total
    $168,116

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4B
FROM F/S FOOTNOTE 9 - EMPLOYMENT BENEFIT PLANS: THE CREDIT UNION SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN WITH KEY MEMBERS OF ITS MANAGEMENT TEAM. THE CREDIT UNION DOES NOT MAKE CONTRIBUTIONS TO THE PLANS, WHICH ARE FUNDED SOLELY BY THE EMPLOYEES. THE DEFERRED COMPENSATION ACCOUNTS ARE AVAILABLE TO CREDITORS IN THE EVENT OF THE CREDIT UNION'S LIQUIDATION. THE BALANCES OF THESE DEFERRED COMPENSATION AGREEMENTS WAS APPROXIMATELY $986,000 AS OF DECEMBER 31, 2022, AND ARE INCLUDED IN PREPAID EXPENSES AND OTHER ASSETS AND ACCRUED EXPENSES AND OTHER LIABILITIES ON THE ACCOMPANYING STATEMENT OF FINANCIAL CONDITION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BENEFIT SERVICES INC

    C · INSURANCE SALES · WI · 100% owned

    Directly controlled by FOX COMMUNITIES CREDIT UNION

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202343179349303184

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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