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Nonprofiteer
← FOX COMMUNITIES CREDIT UNION

Form 990 for tax year 2023

Filed by FOX COMMUNITIES CREDIT UNION.

Totals

Total revenue
$137,997,017
Total expenses
$126,051,784
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
    $15,225
    From this org
    $15,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOANNE BOGENSCHUTZ

    SECRETARY

    Total calculated
    $12,225
    From this org
    $12,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MARTY DOCTER

    DIRECTOR

    Total calculated
    $9,250
    From this org
    $9,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • WILLIAM PANELLA

    DIRECTOR

    Total calculated
    $11,725
    From this org
    $11,725
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CAMILLE KEMNITZ-ZIZZO

    DIRECTOR

    Total calculated
    $11,550
    From this org
    $11,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JESSICA FLEEK

    DIRECTOR

    Total calculated
    $11,050
    From this org
    $11,050
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MICHAEL VOELKER

    DIRECTOR

    Total calculated
    $11,025
    From this org
    $11,025
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JAMES RICHARDSON

    VICE CHAIR

    Total calculated
    $12,225
    From this org
    $12,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • PAUL SIPPL

    TREASURER

    Total calculated
    $11,725
    From this org
    $11,725
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CHRISTOPHER ALLEN

    PRESIDENT/CEO

    Total calculated
    $712,405
    From this org
    $661,350
    From related orgs
    $0
    Other
    $51,055
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $489,100
    Bonus
    $160,250
    Other
    $12,000
    Deferred
    $19,559
    Nontaxable benefits
    $31,496
    Filer's total
    $712,405

  • NIKI SCHAUMBERG

    CHIEF FINANCIAL OFFICER

    Total calculated
    $294,999
    From this org
    $249,154
    From related orgs
    $0
    Other
    $45,845
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,154
    Bonus
    $32,000
    Other
    $0
    Deferred
    $14,349
    Nontaxable benefits
    $31,496
    Filer's total
    $294,999

  • ADAM LANDSVERK

    CHIEF LENDING OFFICER

    Total calculated
    $316,204
    From this org
    $273,099
    From related orgs
    $0
    Other
    $43,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,099
    Bonus
    $44,000
    Other
    $0
    Deferred
    $13,379
    Nontaxable benefits
    $29,726
    Filer's total
    $316,204

  • MITCHELL MUSIAL

    GENERAL COUNSEL

    Total calculated
    $258,557
    From this org
    $215,932
    From related orgs
    $0
    Other
    $42,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,932
    Bonus
    $15,000
    Other
    $0
    Deferred
    $11,129
    Nontaxable benefits
    $31,496
    Filer's total
    $258,557

  • NANCY KRAHN

    CHIEF RETAIL OFFICER

    Total calculated
    $264,040
    From this org
    $244,424
    From related orgs
    $0
    Other
    $19,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,424
    Bonus
    $32,000
    Other
    $0
    Deferred
    $9,487
    Nontaxable benefits
    $10,129
    Filer's total
    $264,040

  • KORY KITOWSKI

    CHIEF INFORMATION OFFICER

    Total calculated
    $232,280
    From this org
    $210,062
    From related orgs
    $0
    Other
    $22,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,062
    Bonus
    $5,000
    Other
    $0
    Deferred
    $12,659
    Nontaxable benefits
    $9,559
    Filer's total
    $232,280

  • KRISTINE HACKBARTH-HORN

    CHIEF PEOPLE OFFICER

    Total calculated
    $281,842
    From this org
    $235,456
    From related orgs
    $0
    Other
    $46,386
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,706
    Bonus
    $30,750
    Other
    $0
    Deferred
    $14,890
    Nontaxable benefits
    $31,496
    Filer's total
    $281,842

  • CATHY HARVATH

    FOUNDATION EXECUTIVE DIRECTOR

    Total calculated
    $178,953
    From this org
    $156,091
    From related orgs
    $0
    Other
    $22,862
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $136,091
    Bonus
    $20,000
    Other
    $0
    Deferred
    $8,837
    Nontaxable benefits
    $14,025
    Filer's total
    $178,953

  • DAWN DOBERSTEIN

    COMMERCIAL LENDER

    Total calculated
    $218,972
    From this org
    $199,016
    From related orgs
    $0
    Other
    $19,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,003
    Bonus
    $49,013
    Other
    $0
    Deferred
    $9,827
    Nontaxable benefits
    $10,129
    Filer's total
    $218,972

  • SCOTT YUKEL

    COMMERCIAL LENDER

    Total calculated
    $217,127
    From this org
    $186,797
    From related orgs
    $0
    Other
    $30,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,087
    Bonus
    $43,710
    Other
    $0
    Deferred
    $10,076
    Nontaxable benefits
    $20,254
    Filer's total
    $217,127

  • CHRISTOPHER CUMICEK

    COMMERCIAL LENDER

    Total calculated
    $219,699
    From this org
    $181,711
    From related orgs
    $0
    Other
    $37,988
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,243
    Bonus
    $38,468
    Other
    $0
    Deferred
    $6,492
    Nontaxable benefits
    $31,496
    Filer's total
    $219,699

  • STEVE GINERIS

    VP OF RETAIL LENDING

    Total calculated
    $175,581
    From this org
    $165,679
    From related orgs
    $0
    Other
    $9,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,179
    Bonus
    $21,500
    Other
    $0
    Deferred
    $9,902
    Nontaxable benefits
    $0
    Filer's total
    $175,581

  • CHRIS THELEN

    FINANCIAL ADVISOR

    Total calculated
    $211,371
    From this org
    $181,781
    From related orgs
    $0
    Other
    $29,590
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $181,781
    Bonus
    $0
    Other
    $0
    Deferred
    $9,336
    Nontaxable benefits
    $20,254
    Filer's total
    $211,371

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 · 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 · Independent compensation consultant
  • 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 $1,151,900 AS OF DECEMBER 31, 2023, 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
2023
Filed
30 October 2024
IRS schema version
2023v5.1
Source object
202413199349308971

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

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