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← HOLY FAMILY MEMORIAL CREDIT UNION

Form 990 for tax year 2025

Filed by HOLY FAMILY MEMORIAL CREDIT UNION.

Totals

Total revenue
$851,307
Total expenses
$754,731
Contributions and grants received
$13,000
Grants paid
$7,500
Program service revenue
$536,945
Investment income
$298,979
Other revenue
$2,383
Total assets, end of year
$18,864,701
Total liabilities, end of year
$16,721,486
Net assets or fund balances, end of year
$2,143,215
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $13,000

  • 2a · Program service revenue: INTEREST ON LOANS

    total $469,276 · related or exempt $469,276

  • 2b · Program service revenue: OTHER MEMBER RELATED INCOME

    total $37,585 · related or exempt $37,585

  • 2c · Program service revenue: MEMBER FEE INCOME

    total $30,084 · related or exempt $30,084

  • 3 · Investment income

    total $298,979 · excluded $298,979

  • 5 · Royalties

    total $2,383 · excluded $2,383

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,500

  • 5 · Compensation of officers, directors and key employees

    total $132,809

  • 7 · Other salaries and wages

    total $151,440

  • 8 · Pension plan contributions

    total $12,542

  • 9 · Other employee benefits

    total $44,035

  • 10 · Payroll taxes

    total $19,882

  • 11c · Fees: accounting

    total $10,348

  • 11g · Fees: other

    total $4,400

  • 12 · Advertising and promotion

    total $8,565

  • 13 · Office expenses

    total $69,812

  • 14 · Information technology

    total $87,859

  • 16 · Occupancy

    total $350

  • 19 · Conferences, conventions and meetings

    total $12,996

  • 22 · Depreciation, depletion and amortization

    total $10,093

  • 23 · Insurance

    total $14,469

  • 24a · Other expenses: DIVIDENDS EXPENSE

    total $171,171

  • 24b · Other expenses: LOAN SERVICING

    total $6,690

  • 24c · Other expenses: CREDIT LOSS EXP ADJSTMNT

    total -$10,230

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $269,387 · end of year $200,140

  • 2 · Savings and temporary cash investments

    beginning of year $5,397,271 · end of year $6,097,043

  • 4 · Accounts receivable

    beginning of year $23,275 · end of year $25,021

  • 7 · Other notes and loans receivable

    beginning of year $10,083,807 · end of year $10,823,744

  • 9 · Prepaid expenses and deferred charges

    beginning of year $55,523 · end of year $75,575

  • 10a · Land, buildings and equipment: cost or other basis

    $345,097

  • 10b · Land, buildings and equipment: accumulated depreciation

    $229,072

  • 10c · Land, buildings and equipment, net

    beginning of year $117,864 · end of year $116,025

  • 13 · Investments: program-related

    beginning of year $1,587,052 · end of year $1,342,052

  • 15 · Other assets

    beginning of year $173,997 · end of year $185,101

  • 17 · Accounts payable and accrued expenses

    beginning of year $94,818 · end of year $121,175

  • 25 · Other liabilities

    beginning of year $15,566,721 · end of year $16,600,311

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,046,637 · end of year $2,143,215

Mission and programs · 2025

Mission

ADVANCING FINANCIAL HEALTH AND QUALITY OF LIFE FOR MEMBERS WITH PERSONALIZED GUIDANCE AND VALUE-DRIVEN SERVICE.

  • THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 305 NEW DEPOSIT ACCOUNTS IN 2025. AS OF 12/31/25 WE HAD 1,313 MEMBERS.

  • THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 98 NEW LOANS DURING 2025. AS OF 12/31/25 WE HAD 570 LOANS RECEIVABLE.

As filed on the 2025 return.

Listed in Part VII

  • Joel Strozewski

    PRES/CEO

    Total calculated
    $103,543
    From this org
    $97,833
    From related orgs
    $0
    Other
    $5,710
    Hours/week
    40

  • Damien Mohorne

    OPERATIONS D

    Total calculated
    $36,155
    From this org
    $34,976
    From related orgs
    $0
    Other
    $1,179
    Hours/week
    40

  • John Konicek

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Derek Brown

    VICE CHAIR

    Total calculated
    $0

  • Patrick Brandel

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Karen Krepline

    PRIOR TREASU

    Total calculated
    $0
    Hours/week
    2

  • Rebecca Schleis

    SECCRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kathy Schleis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ryan Dopirak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
12 June 2026
IRS schema version
2025v4.0
Source object
202631709349301313

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