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LANDMARK CREDIT UNION

EIN 39-0203995 BROOKFIELD, WI

Largest nonprofits in Wisconsin

Revenue 2024
$426,617,281
Expenses 2024
$381,237,130

As filed

Subsection
14
Street
555 S EXECUTIVE DR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

LANDMARK CREDIT UNION IS A MEMBER-OWNED NOT-FOR-PROFIT, COOPERATIVE FINANCIAL INSTITUTION.

  • PROVIDE LOW-COST FINANCIAL SERVICES TO OVER 396,842 MEMBERS, WHO RESIDE PRIMARILY IN SOUTHEASTERN WISCONSIN.

  • PROVIDED OVER 745,338 SAVINGS-TYPE ACCOUNTS TO THE CREDIT UNION'S MEMBERS. THE ACCOUNTS ARE STRUCTURED TO ENCOURAGE MEMBER THRIFT AND PROVIDE A COMPETITIVE RETURN ON THEIR SAVINGS.

  • GRANTED 48,000 LOANS TO CREDIT UNION MEMBERS, REPRESENTING APPROXIMATELY $2,262,420,299 AIMED AT MEETING THEIR RESPECTIVE FINANCING NEEDS.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Jay Magulski

    TREASURER/CEO/PRESIDENT

    Total calculated
    $1,809,377
    From this org
    $1,721,368
    From related orgs
    $0
    Other
    $88,009
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $685,026
    Bonus
    $168,650
    Other
    $867,692
    Deferred
    $57,008
    Nontaxable benefits
    $31,001
    Filer's total
    $1,809,377
  • Brian Dorow

    CHAIRPERSON

    Total calculated
    $25,900
    From this org
    $25,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Grace Kostroski

    VICE CHAIRPERSON

    Total calculated
    $21,300
    From this org
    $21,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Nancy Dickman

    SECRETARY

    Total calculated
    $22,850
    From this org
    $22,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Jennifer Bognar

    DIRECTOR

    Total calculated
    $15,125
    From this org
    $15,125
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Ailec Gonzalez

    DIRECTOR

    Total calculated
    $16,500
    From this org
    $16,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Mike Erwin

    DIRECTOR

    Total calculated
    $16,500
    From this org
    $16,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • John Schulze Jr

    DIRECTOR

    Total calculated
    $16,500
    From this org
    $16,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Nelson Phillips

    DIRECTOR

    Total calculated
    $16,500
    From this org
    $16,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Dane Sandersen

    ASSOCIATE DIRECTOR

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Brian Melter

    CXO

    Total calculated
    $517,650
    From this org
    $453,258
    From related orgs
    $0
    Other
    $64,392
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $380,412
    Bonus
    $71,604
    Other
    $1,242
    Deferred
    $36,391
    Nontaxable benefits
    $28,001
    Filer's total
    $517,650
  • Stephen Hannan Jr

    CIO

    Total calculated
    $468,437
    From this org
    $408,224
    From related orgs
    $0
    Other
    $60,213
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $342,354
    Bonus
    $64,628
    Other
    $1,242
    Deferred
    $32,212
    Nontaxable benefits
    $28,001
    Filer's total
    $468,437
  • Mark Kennedy

    CLO

    Total calculated
    $460,554
    From this org
    $401,975
    From related orgs
    $0
    Other
    $58,579
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $335,464
    Bonus
    $64,189
    Other
    $2,322
    Deferred
    $27,578
    Nontaxable benefits
    $31,001
    Filer's total
    $460,554
  • David Powers

    CFO

    Total calculated
    $433,879
    From this org
    $376,591
    From related orgs
    $0
    Other
    $57,288
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $314,032
    Bonus
    $60,281
    Other
    $2,278
    Deferred
    $29,311
    Nontaxable benefits
    $27,977
    Filer's total
    $433,879
  • Jodi Greenmeier

    CPO

    Total calculated
    $391,160
    From this org
    $342,987
    From related orgs
    $0
    Other
    $48,173
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $288,131
    Bonus
    $54,132
    Other
    $724
    Deferred
    $27,597
    Nontaxable benefits
    $20,576
    Filer's total
    $391,160
  • Luke Hesprich

    SENIOR INVESTMENT REP

    Total calculated
    $742,469
    From this org
    $660,871
    From related orgs
    $0
    Other
    $81,598
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $8,982
    Bonus
    $649,567
    Other
    $2,322
    Deferred
    $51,597
    Nontaxable benefits
    $30,001
    Filer's total
    $742,469
  • Adam Newman

    EVP

    Total calculated
    $367,018
    From this org
    $311,268
    From related orgs
    $0
    Other
    $55,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,259
    Bonus
    $61,058
    Other
    $951
    Deferred
    $26,919
    Nontaxable benefits
    $28,831
    Filer's total
    $367,018
  • Trent Santos

    INVESTMENT REPRESENTATIVE SR

    Total calculated
    $434,983
    From this org
    $375,457
    From related orgs
    $0
    Other
    $59,526
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $8,983
    Bonus
    $365,671
    Other
    $803
    Deferred
    $29,773
    Nontaxable benefits
    $29,753
    Filer's total
    $434,983
  • William Gomilla

    INVESTMENT REPRESENTATIVE SR

    Total calculated
    $376,161
    From this org
    $333,243
    From related orgs
    $0
    Other
    $42,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $16,186
    Bonus
    $314,673
    Other
    $2,384
    Deferred
    $32,375
    Nontaxable benefits
    $10,543
    Filer's total
    $376,161
  • Spencer Simonen

    INVESTMENT REPRESENTATIVE SR

    Total calculated
    $351,907
    From this org
    $294,918
    From related orgs
    $0
    Other
    $56,989
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $10,674
    Bonus
    $282,923
    Other
    $1,321
    Deferred
    $29,290
    Nontaxable benefits
    $27,699
    Filer's total
    $351,907

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $426,617,281
    Expenses
    $381,237,130
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $356,439,760
    Expenses
    $329,151,426
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $253,257,967
    Expenses
    $196,503,710
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $240,096,652
    Expenses
    $168,230,201
    Assets (EOY)
    $5,849,776,712
  • 2020 · 990

    Revenue
    $252,364,654
    Expenses
    $183,451,971
    Assets (EOY)
    $5,282,705,118
  • 2019 · 990

    Revenue
    $223,632,603
    Expenses
    $163,320,774
    Assets (EOY)
    $4,463,282,883
  • 2018 · 990

    Revenue
    $191,675,636
    Expenses
    $134,175,746
    Assets (EOY)
    $3,965,319,770
  • 2017 · 990

    Revenue
    $160,858,499
    Expenses
    $110,699,789
    Assets (EOY)
    $3,602,949,939
  • 2016 · 990

    Revenue
    $144,653,960
    Expenses
    $99,757,219
    Assets (EOY)
    $3,196,311,620
  • 2015 · 990

    Revenue
    $125,220,850
    Expenses
    $93,417,530
    Assets (EOY)
    $2,864,478,135
  • 2014 · 990

    Revenue
    $112,257,956
    Expenses
    $87,110,734
    Assets (EOY)
    $2,619,750,466
  • 2013 · 990

    Revenue
    $109,224,542
    Expenses
    $87,259,726
    Assets (EOY)
    $2,308,409,983
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $83,504,729
    Assets (EOY)
    $2,117,021,086

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • LANDMARK FINANCIAL SERVICES INC

    DORMANT CORPORATION · WI · income $0 · assets $0

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.