1ST CLASS EXPRESS CREDIT UNION

EIN: 390849876

WAUKESHA, WI

Total Revenue
$162,491
Total Expenses
$139,553
Total Assets
$2,065,020
Net Assets
$501,811
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1932
Legal Domicile
WI
Principal Officer
JENNIFER KUPSTIS
Phone
2625489328
Tax Period
2025-01-01 to 2025-12-31

1ST CLASS EXPRESS CREDIT UNION, founded in 1932, is a small nonprofit that reported $162K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $140K left a modest 14% surplus.

Mission

TO ENCOURAGE THRIFT AMONG OUR MEMBERS, TO CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND TO PROVIDE AN OPPORTUNITY FOR EACH OF OUR MEMBERS TO IMPROVE THEIR RESPECTIVE ECONOMIC AND SOCIAL CONDITIONS.

Program Service Accomplishments

Program 1

THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 15 NEW DEPOSIT ACCOUNTS IN 2025. AS OF 12/31/25 WE HAD 627 MEMBERS.

Program 2

THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 24 NEW LOANS TO OUR MEMBERS DURING 2025. AS OF 12/31/25 WE HAD 244 LOANS TO OUR MEMBERS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $127,176
Investment Income $25,115
Other Revenue $10,200
TOTAL REVENUE $162,491

Expense Breakdown

Grants Paid $0
Salaries & Benefits $70,697
Fundraising Expenses $0
Other Expenses $68,856
TOTAL EXPENSES $139,553

Year-over-Year Comparison

2025 2024 Change
Revenue $162,491 $177,273 -0.1%
Expenses $139,553 $201,094 -0.3%
Net Income $22,938 $-23,821 -2.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
5
Independent Members
5
Employees
7
Volunteers
9

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
6
$27,651
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN ROSS PRESIDENT 20.00
Officer
$26,000 $1,651 $27,651
JAMES MATHEWS CHAIR AT YEA 1.00
Officer Director
$0 $0 $0
CYNTHIA KESSENISH CHAIR - PARI 1.00
Officer Director
$0 $0 $0
PAUL GORZALSKI VICE CHAIR 1.00
Officer Director
$0 $0 $0
JOHN MORKIN TREASURER 1.00
Officer Director
$0 $0 $0
CHRISTINE MILLARD SECRETARY 1.00
Officer Director
$0 $0 $0
TIMOTHY SENZIG DIRECTOR 1.00
Director
$0 $0 $0
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
2025 $162,491 $139,553 $2,065,020 $22,938
2024 No data No data No data No data
2023 $178,601 $168,656 $2,559,587 $9,945
2022 $153,938 $145,080 $2,791,879 $8,858
2021 $147,160 $138,177 $3,694,971 $8,983
2020 $184,607 $151,035 $2,760,638 $33,572
2019 $175,938 $140,094 $2,280,890 $35,844
2018 $164,597 $152,488 $2,437,077 $12,109
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare 1ST CLASS EXPRESS CREDIT UNION with other nonprofits in Wisconsin and across the country.