2023-05-06T18:12:12-04:00 2022-12-31 461065712 BRENT WOOKEY CPA PO BOX 1512 LA CROSSE WI 546021512 990 2022-01-01 396081470 COUNTY-CITY CREDIT UNION COUN 9206745542 106 E JOHN STREET JEFFERSON WI 53549 BETH KRAHN PRESIDENT 9206745542 2023-04-19 true BETH KRAHN 999009999 false BRENT WOOKEY CPA P00062439 6087920843 2023-05-06 X 2022 2023-04-26 12:10:37Z BETH KRAHN 106 E JOHN STREET JEFFERSON WI 53549 1512726 false X WWW.COUNTYCITYCREDITUNION.COM X 1963 WI TO HELP OUR MEMBERS MEET FINANCIAL CHALLENGES IN A RESPONSIVE, CONVENIENT, FRIENDLY AND CARING MANNER; AND TO HELP THEM FIND FINANCIAL SECURITY WITH COMPETITIVE PRODUCTS AND SERVICES. 7 7 21 8 1399 0 1073451 1104516 198538 376801 3234 25207 1275223 1506524 1395 1432 0 677105 671479 0 0 581058 534902 1259558 1207813 15665 298711 37317822 39589820 34420433 36393720 2897389 3196100 TO HELP OUR MEMBERS MEET FINANCIAL CHALLENGES IN A RESPONSIVE, CONVENIENT, FRIENDLY AND CARING MANNER; AND TO HELP THEM FIND FINANCIAL SECURITY WITH COMPETITIVE PRODUCTS AND SERVICES. false false THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 405 NEW DEPOSIT ACCOUNTS IN 2022. AS OF 12/31/22 WE HAD 3,063 MEMBERS. THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 448 NEW LOANS DURING 2022. AS OF 12/31/22 WE HAD 1,269 LOANS RECEIVABLE. false false false false false false false true false true false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 402 0 true 21 true true true false false false false false false false X 7 7 false false false false true true true true true false false false true true true true true true true false X BETH KRAHN 9206745542 106 E JOHN STREET JEFFERSON WI 53549 BETH KRAHN PRESIDENT 40.00 X 70741 0 26121 DENISE WILD VICE PRESIDE 40.00 X 60409 0 35952 DALE LUTZ BOARD CHAIR 0.50 X X 0 0 0 ANDREW BARE VICE CHAIR 0.50 X X 0 0 0 PATTY ACHILLI TREASURER 0.50 X X 0 0 0 SHANNON STATZ SECRETARY 0.50 X X 0 0 0 DIANE WEINHEIMER-WEBBER SECRETARY 0.50 X X 0 0 0 KEITH MESKE DIRECTOR 0.50 X 0 0 0 CORINA ANDERSON DIRECTOR 0.50 X 0 0 0 LIZZETT PEREZ DIRECTOR 0.50 X 0 0 0 131150 62073 false false false SHAZAM 6700 PIONEER PARKWAY JOHNSON IA 50131 CARD PROCESSING 127808 1 INTEREST ON LOANS 522130 732609 732609 OTHER MEMBER RELATED REVENUE 522130 242690 242690 MEMBER FEE INCOME 522310 127818 127818 VEHICLE WARRANTY INSURANCE 520000 1250 1250 CVR/DMV TITLE & REG FEES 560000 149 149 1104516 376944 376944 3491 3491 6059 6202 -143 -143 -143 INSURANCE CLAIM INCOME 21716 21716 21716 1506524 1124690 1399 380435 1432 131150 367489 43230 92526 37084 7681 5368 192680 190189 35257 456 1051 36716 21372 LOAN SERVICING 68411 DIVIDENDS EXPENSE 17156 PROVISION LOAN LOSS ADJST -41435 1207813 0 0 0 327918 398505 7095336 6253098 17489230 17975159 51789 70005 939058 722015 251958 217043 11727609 14199088 373982 476922 37317822 39589820 459366 608861 47037 40435 33914030 35744424 34420433 36393720 X 2897389 3196100 2897389 3196100 37317822 39589820 298711 X false false false true X 35816 35816 633234 491685 141549 270008 230330 39678 217043 INVESTMENTS W/ MATURITY > 1 YEAR 12047000 C NY LIFE INVESTMENT 1969063 C CORP CU CAPITAL ACCOUNTS 183025 C 14199088 MEMBER SHARES & DEPOSITS 35784859 ESCROW BALANCES TO LINE 21 BAL SHEET -40435 35744424 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE CREDIT UNION HOLDS FUNDS IN ESCROW ACCOUNTS FOR PROPERTY TAXES AND HOMEOWNERS INSURANCE RELATED TO MORTGAGE LOANS. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE. FORM 990, PAGE 6, PART VI, LINE 7B A MEMBER VOTE IS REQUIRED FOR DECISIONS WHICH ARE BEYOND THE AUTHORITY OF THE BOARD OF DIRECTORS. ITEMS WHICH REQUIRE A MEMBERSHIP VOTE ARE OUTLINED AND SPECIFIED IN OUR BYLAWS. EACH MEMBER HAS ONE VOTE. FORM 990, PAGE 6, PART VI, LINE 11B PRESIDENT PROVIDES DATA TO INDEPENDENT CPA WHO PREPARES THE RETURN. PRESIDENT REVIEWS THE COMPLETE RETURN FOR ACCURACY, AND THEN AUTHORIZES CPA TO E-FILE THE APPROVED RETURN. FORM 990, PAGE 6, PART VI, LINE 12C OFFICERS, DIRECTORS, AND EMPLOYEES MUST READ AND SIGN THE CONFLICT OF INTEREST POLICY. THEY MUST DISCLOSE ALL RELATIONSHIPS WHICH MAY GIVE RISE TO A CONFLICT. EMPLOYEES ARE BLOCKED FROM PERFORMING TRANSACTIONS ON ACCOUNTS WITH POTENTIAL CONFLICT, AND ACTIVITY IS MONITORED VIA DAILY REPORTS. FORM 990, PAGE 6, PART VI, LINE 15A THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS A REVIEW OF PRESIDENT AND DETERMINES COMPENSATION BASED ON PERFORMANCE AND PEER DATA / SALARY SURVEYS. THE OUTCOME IS REPORTED TO THE BOARD AND IS DOCUMENTED IN THE PRESIDENT'S PERSONNEL FILE BY THE BOARD CHAIR. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT PERFORMS REVIEWS OF OTHER OFFICERS AND KEY EMPLOYEES AND DETERMINES COMPENSATION BASED ON PERFORMANCE AND PEER DATA / SALARY SURVEYS. DOCUMENTATION IS MAINTAINED IN THEIR PERSONNEL FILES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO MEMBERS UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN CREDIT UNION ENTRYWAY.