CONE CREDIT UNION

EIN: 391137123

NEENAH, WI

Total Revenue
$408,194
Total Expenses
$428,207
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
1959
Legal Domicile
WI
Principal Officer
PAUL HAUFFE
Phone
9208866455
Tax Period
2021-01-01 to 2021-06-30

CONE CREDIT UNION, founded in 1959, is a small nonprofit that reported $408K in total revenue in fiscal year 2021. Revenue fell 58% from the prior year — a significant decline worth monitoring.

Mission

CONSTANTLY STRIVING TO BETTER YOUR FINANCIAL FUTURE.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $365,434
Investment Income $43,141
Other Revenue $-381
TOTAL REVENUE $408,194

Expense Breakdown

Grants Paid $0
Salaries & Benefits $202,259
Fundraising Expenses $0
Other Expenses $225,948
TOTAL EXPENSES $428,207

Year-over-Year Comparison

2021 2020 Change
Revenue $408,194 $965,563 -0.6%
Expenses $428,207 $936,636 -0.5%
Net Income $-20,013 $28,927 -1.7%
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
5
Independent Members
5
Employees
7
Volunteers
N/A

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
5
$57,060
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL MEHLBERG PRESIDENT 40.00
Officer
$57,060 $0 $57,060
VERNON GREEN VICE-CHAIRMA N/A
Officer Director
$0 $0 $0
PAUL HAUFFE CHAIRMAN N/A
Officer Director
$0 $0 $0
LEANNE RADTKE SECRETARY N/A
Officer Director
$0 $0 $0
JOHN WEYENBERG TREASURER N/A
Officer Director
$0 $0 $0
STEVE WICHMAN DIRECTOR N/A
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
2021 $408,194 $428,207 No data $-20,013
2020 $965,563 $936,636 $29,072,322 $28,927
2019 $955,264 $1,166,727 $28,116,023 $-211,463
2018 $1,028,579 $987,123 $28,331,778 $41,456
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