CENTRALALLIANCE CREDIT UNION

EIN: 390445714

NEENAH, WI

Total Revenue
$2,717,019
Total Expenses
$2,741,215
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1934
Legal Domicile
WI
Principal Officer
TONNI LARSON
Phone
9207202572
Tax Period
2018-01-01 to 2018-12-31

CENTRALALLIANCE CREDIT UNION, founded in 1934, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2018.

Mission

THE MISSION OF CENTRALALLIANCE CREDIT UNION IS TO IMPROVE THE FINANCIAL WELL-BEING OF OUR MEMBERS BY PROVIDING VALUED FINANCIAL PRODUCTS AND SERVICES.

Program Service Accomplishments

Program 1

THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 104 NEW DEPOSIT ACCOUNTS IN 2018. AS OF 12/31/18 WE HAD 4,694 MEMBERS.

Program 2

THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 731 NEW LOANS TO OUR MEMBERS DURING 2018. AS OF 12/31/18 WE HAD 1,329 LOANS TO OUR MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,852,859
Investment Income $857,735
Other Revenue $6,425
TOTAL REVENUE $2,717,019

Expense Breakdown

Grants Paid $0
Salaries & Benefits $974,672
Fundraising Expenses $0
Other Expenses $1,766,543
TOTAL EXPENSES $2,741,215

Year-over-Year Comparison

2018 2017 Change
Revenue $2,717,019 $2,568,745 +0.1%
Expenses $2,741,215 $1,914,981 +0.4%
Net Income $-24,196 $653,764 -1.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
6
Employees
29
Volunteers
6

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$249,511
Total Directors
7
$249,511
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DENNIS HALTINNER CHAIR 0.25
Officer Director
$0 $0 $0
THOMAS RING VICE CHAIR 0.25
Officer Director
$0 $0 $0
CALVIN LEWIS SECRTRY / TR 0.25
Officer Director
$0 $0 $0
JAMES KEARNEY DIRECTOR 0.25
Director
$0 $0 $0
KAREN RISKE DIRECTOR 0.25
Director
$0 $0 $0
GREG EVERS DIRECTOR 0.25
Director
$0 $0 $0
TONNI LARSON PRESIDENT / 55.00
Officer Director
$230,275 $19,236 $249,511
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2018 $2,717,019 $2,741,215 No data $-24,196
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