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  4. Brokaw Credit Union
EIN 39-0936429

Brokaw Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
20
City
Weston
State
Wisconsin
Year formed
1952
Most recent tax filings
2023-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
Brokaw Credit Union provides members with affordable, innovative, quality products and services in a caring, cooperative manner, while establishing lifelong relationships. The Credit Union funded 617 new loans to its members during 2022 and had 2,395 loans as of 12/31/22. It also offers various types of deposit accounts and opened 542 new accounts in 2022. Brokaw Credit Union serves a total of 5,684 members and is located in Weston, WI.
Related structure
Brokaw Credit Union is a child organization, under an unknown parent.
Total revenues
$3,641,938
2023
Total expenses
$2,780,637
2023
Total assets
$66,715,785
2023
Num. employees
20
2023

Program areas at Brokaw Credit Union

The Credit Union has various types of deposit accounts available for our members. We opened 692 new deposit accounts in 2023. As of 12/31/23 we had 5,659 members.
The Credit Union has several types of loan programs available for our members. We funded 676 new loans to our members during 2023. As of 12/31/23 we had 2,445 loans to our members.

Personnel at Brokaw Credit Union

NameTitleCompensation
Lori BerryPresident and Chief Executive Officer$100,428
Mary ZillmanPast President and Chief Executive Officer / President / Chief Executive Officer$74,596
Richard BurchTreasurer$630
Mark GoldingVice Chairperson$615
Sandy OestreichChairperson$1,545
...and 2 more key personnel

Financials for Brokaw Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$2,268,782
Investment income and dividends$1,382,318
Tax-exempt bond proceeds$0
Royalty revenue$7,069
Net rental income$0
Net gain from sale of non-inventory assets$-16,231
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,641,938

Form 990s for Brokaw Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-25990View PDF
2022-122023-04-11990View PDF
2021-122022-04-27990View PDF
2020-122021-06-30990View PDF
2019-122020-09-01990View PDF
...and 11 more Form 990s

Organizations like Brokaw Credit Union

OrganizationLocationRevenue
Winnebago Community Credit Union (WCCU)Oshkosh, WI$7,397,018
Marathon County Employees Credit UnionWausau, WI$2,168,761
Members Advantage Credit UnionWisconsin Rapids, WI$8,588,004
Teachers Credit UnionBeloit, WI$1,349,459
Meadowland Credit UnionSheboygan Falls, WI$1,509,201
Bay Shore Credit UnionMarinette, WI$1,887,919
Centralalliance Credit UnionNeenah, WI$2,717,019
Members First Credit UnionMadison, WI$1,817,508
Brewery Credit UnionMilwaukee, WI$5,402,928
Schneider Community Credit UnionGreen Bay, WI$1,242,048
Data update history
May 19, 2024
Posted financials
Added Form 990 for fiscal year 2023
October 24, 2023
Received grants
Identified 1 new grant, including a grant for $11,000 from Wisconsin Credit Union Foundation
August 9, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 16, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 14, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
Memberships
General information
Address
PO Box 199
Weston, WI 54476
Metro area
Wausau-Weston, WI
County
Marathon County, WI
Website URL
brokawcu.com/ 
Phone
(715) 359-7012
IRS details
EIN
39-0936429
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1952
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
W60: Financial Institutions, Credit Unions
NAICS code, primary
522130: Credit Unions
Parent/child status
Child within group exemption
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