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EIN 39-1016089

Lakewood Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
9
City
Rib Lake
State
Wisconsin
Year formed
1961
Most recent tax filings
2023-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
Lakewood Credit Union's mission is to provide quality services that meet our member's financial needs in a community environment while maintaining financial stability. We offer multiple loan programs and funded 39,076 new loans during 2022 with 36,334 outstanding loans receivable as of 12/31/22. Our credit union also offers various deposit accounts and opened 71 new deposit accounts in 2022 with a current membership of 1,342.
Related structure
Lakewood Credit Union is a child organization, under an unknown parent.
Total revenues
$621,308
2023
Total expenses
$581,172
2023
Total assets
$13,595,692
2023
Num. employees
9
2023

Program areas at Lakewood Credit Union

The Credit Union has various types of deposit accounts available for our members. We opened 71 new deposit accounts in 2023. As of 12/31/23 we had 1,163 members.
The Credit Union has several types of loan programs available for our members. We funded 18,352 new loans during 2023. As of 12/31/23 we had 46,226 outstanding loans receivable.

Personnel at Lakewood Credit Union

NameTitleCompensation
Jonathan RoepkeChief Executive Officer$55,503
Amy KetterhagenChief Operating Officer$49,132
William SchreinerTreasurer$500
Tammy MannVice Chair$540
Dawn ThumsSecretary$550
...and 3 more key personnel

Financials for Lakewood Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$395,017
Investment income and dividends$226,291
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$621,308

Form 990s for Lakewood Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-03-21990View PDF
2022-122023-04-13990View PDF
2021-122022-05-10990View PDF
2020-122021-06-03990View PDF
2019-122021-06-07990View PDF
...and 10 more Form 990s

Organizations like Lakewood Credit Union

OrganizationLocationRevenue
Centralalliance Credit UnionNeenah, WI$2,717,019
Meadowland Credit UnionSheboygan Falls, WI$1,509,201
Schneider Community Credit UnionGreen Bay, WI$1,242,048
Central Wisconsin Credit UnionPlover, WI$1,889,512
Members First Credit UnionMadison, WI$1,817,508
Bay Shore Credit UnionMarinette, WI$1,887,919
Iron County Community Credit UnionHurley, WI$2,454,870
Kenosha City Employees Credit UnionKenosha, WI$231,546
RiverWood-Maritime Credit UnionTwo Rivers, WI$977,334
Compassionate Care Credit UnionFond Du Lac, WI$355,618
Data update history
August 22, 2023
Posted financials
Added Form 990 for fiscal year 2020
August 12, 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 1 new personnel
May 20, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
Memberships
General information
Address
PO Box 224
Rib Lake, WI 54470
County
Taylor County, WI
Website URL
lakewoodcu.org/ 
Phone
(715) 427-5201
IRS details
EIN
39-1016089
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1961
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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