- Revenue 2023
- $392,528,400
- Expenses 2023
- $380,799,470
As filed
- Subsection
- 14
- Street
- 1 CORPORATE DR STE 102
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 · 2023
Mission
TO BE A NATIONALLY RELEVANT, TRUSTED CREDIT UNION PROVIDING EXCEPTIONAL EXPERIENCES AND FOSTERING PROSPERITY FOR THOSE WE SERVE.
Activities or mission (Part I)
ENCOURAGE THRIFT AND SELF RELIANCE AMONG MEMBERS BY PROVIDING DEPOSIT AND LENDING PRODUCTS AT COMPETITIVE TERMS IN ORDER TO IMPROVE SOCIAL CONDITIONS OF THE MEMBERSHIP.
-
PROVIDE OUR MEMBERS DEPOSIT SERVICES FOR THEIR FUNDS TO EARN THEM A FAIR RATE OF RETURN.
-
PROVIDE OUR MEMBERS LOAN SERVICES AT A FAIR RATE OF INTEREST.
-
PROVIDE OUR MEMBERS ACCESS TO CHECK SERVICES AND OTHER FINANCIAL PRODUCTS.
As filed on the 2023 return.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Alita LobnerALITA LOBNER
CHAIRMAN
- Total calculated
- $39,630
- From this org
- $39,630
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Shanna YonkeSHANNA YONKE
SECRETARY/TREASURER
- Total calculated
- $32,623
- From this org
- $32,623
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Kelsi SeubertKELSI SEUBERT
VICE CHAIR
- Total calculated
- $32,158
- From this org
- $32,158
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Timothy MulloyTIMOTHY MULLOY
DIRECTOR
- Total calculated
- $25,984
- From this org
- $25,984
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Steven DerebeySTEVEN DEREBEY
DIRECTOR
- Total calculated
- $25,911
- From this org
- $25,911
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Greg CullenGREG CULLEN
DIRECTOR
- Total calculated
- $25,776
- From this org
- $25,776
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Michael PrestileoMICHAEL PRESTILEO
DIRECTOR
- Total calculated
- $24,000
- From this org
- $24,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
William HoffmanWILLIAM HOFFMAN
DIRECTOR
- Total calculated
- $14,200
- From this org
- $14,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Michael ParkerMICHAEL PARKER
DIRECTOR
- Total calculated
- $14,200
- From this org
- $14,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Steven ZeinemanSTEVEN ZEINEMAN
DIRECTOR
- Total calculated
- $6,940
- From this org
- $6,940
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Boyd J GustkeBOYD J GUSTKE
CEO/PRESIDENT
- Total calculated
- $1,332,045
- From this org
- $1,254,767
- From related orgs
- $0
- Other
- $77,278
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $877,970
- Bonus
- $368,713
- Other
- $8,084
- Deferred
- $32,000
- Nontaxable benefits
- $45,278
- Filer's total
- $1,332,045
-
Chad E RogersCHAD E ROGERS
EVP/COO
- Total calculated
- $571,425
- From this org
- $495,949
- From related orgs
- $0
- Other
- $75,476
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $402,800
- Bonus
- $90,176
- Other
- $2,973
- Deferred
- $32,000
- Nontaxable benefits
- $43,476
- Filer's total
- $571,425
-
Ryan GageRYAN GAGE
CHIEF RISK OFFICER
- Total calculated
- $466,743
- From this org
- $404,330
- From related orgs
- $0
- Other
- $62,413
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $318,410
- Bonus
- $83,626
- Other
- $2,294
- Deferred
- $20,804
- Nontaxable benefits
- $41,609
- Filer's total
- $466,743
-
Cheryl HalversonCHERYL HALVERSON
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $356,152
- From this org
- $306,801
- From related orgs
- $0
- Other
- $49,351
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $294,165
- Bonus
- $10,663
- Other
- $1,973
- Deferred
- $18,900
- Nontaxable benefits
- $30,451
- Filer's total
- $356,152
-
Akin AgarAKIN AGAR
CHIEF TECHNOLOGY OFFICER
- Total calculated
- $204,335
- From this org
- $170,013
- From related orgs
- $0
- Other
- $34,322
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $169,181
- Bonus
- $0
- Other
- $832
- Deferred
- $11,631
- Nontaxable benefits
- $22,691
- Filer's total
- $204,335
-
Eric HusebyERIC HUSEBY
CLO
- Total calculated
- $431,083
- From this org
- $365,598
- From related orgs
- $0
- Other
- $65,485
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $296,925
- Bonus
- $66,008
- Other
- $2,665
- Deferred
- $24,355
- Nontaxable benefits
- $41,130
- Filer's total
- $431,083
-
Claire MeneyCLAIRE MENEY
SVP MEMBER EXPERIENCE
- Total calculated
- $317,979
- From this org
- $257,908
- From related orgs
- $0
- Other
- $60,071
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $216,850
- Bonus
- $39,813
- Other
- $1,245
- Deferred
- $22,395
- Nontaxable benefits
- $37,676
- Filer's total
- $317,979
-
Lamont BonhamLAMONT BONHAM
SVP ENTERPRISE RISK MANAGE
- Total calculated
- $257,918
- From this org
- $244,988
- From related orgs
- $0
- Other
- $12,930
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $16,827
- Bonus
- $0
- Other
- $228,161
- Deferred
- $10,623
- Nontaxable benefits
- $2,307
- Filer's total
- $257,918
-
Sheila PolakSHEILA POLAK
SVP FINANCE
- Total calculated
- $218,857
- From this org
- $177,517
- From related orgs
- $0
- Other
- $41,340
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $108,762
- Bonus
- $41,438
- Other
- $27,317
- Deferred
- $20,676
- Nontaxable benefits
- $20,664
- Filer's total
- $218,857
-
Reginald SwaniganREGINALD SWANIGAN
CHIEF TECHNOLOGY OFFICER
- Total calculated
- $107,299
- From this org
- $101,880
- From related orgs
- $0
- Other
- $5,419
- Hours/week
- 50
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
-
2023
- Revenue
- $392,528,400
- Expenses
- $380,799,470
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $328,557,164
- Expenses
- $283,657,478
- 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
- $275,583,742
- Expenses
- $200,526,139
- Assets (EOY)
- $3,884,444,446
-
2020 · 990
- Revenue
- $229,140,540
- Expenses
- $176,570,912
- Assets (EOY)
- $3,243,296,233
-
2019 · 990
- Revenue
- $184,935,240
- Expenses
- $153,534,955
- Assets (EOY)
- $2,671,699,264
-
2019 · 990
- Revenue
- $184,935,240
- Expenses
- $153,534,955
- Assets (EOY)
- $2,671,699,264
-
2018 · 990
- Revenue
- $128,472,323
- Expenses
- $96,130,199
- Assets (EOY)
- $2,274,624,184
-
2017 · 990
- Revenue
- $91,837,704
- Expenses
- $66,430,714
- Assets (EOY)
- $1,685,748,658
-
2016 · 990
- Revenue
- $68,057,519
- Expenses
- $50,363,244
- Assets (EOY)
- $1,493,922,019
-
2016 · 990
- Revenue
- $68,057,519
- Expenses
- $50,363,244
- Assets (EOY)
- $1,493,922,019
-
2015 · 990
- Revenue
- $54,125,768
- Expenses
- $44,979,809
- Assets (EOY)
- $1,319,488,029
-
2014 · 990
- Revenue
- $42,924,900
- Expenses
- $33,749,558
- Assets (EOY)
- $994,716,079
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.
Form 990-N e-Postcard, tax year 2021
- Tax period
- 1 January 2021 to 31 December 2021
- Principal officer
-
Barb Korf
- Mailing address
- W8403 Joe Snow RoadMerrill WI 54452
- Website
- Something was entered that is not a web address, so it is not shown.
As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.
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 2023 return
-
FINANCIAL INSTITUTION LENDING OPTIONS LLC
LOAN ORIGINATOR · WI · income $5,951,412 · assets $11,980,420
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 2023, the newest we have parsed for this organization.