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EIN 39-6049985

Oakdale Credit Union (OCU)

IRS 501(c) type
501(c)(14)
Num. employees
33
City
Oakdale
State
Wisconsin
Year formed
1953
Most recent tax filings
2023-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
To encourage thrift among its members, to create a source of credit at a fair and reasonable cost, to provide an opportunity for each of its members to improve the member's respective economic and social conditions.
Related structure
OCU is a child organization, under an unknown parent.
Total revenues
$5,526,779
2023
Total expenses
$3,498,359
2023
Total assets
$110,426,337
2023
Num. employees
33
2023

Program areas at OCU

Oakdale Credit Union funded 999 loans during 2023. As of 12/31/23, Oakdale Credit Union had 569 mortgages/home equity lines. Oakdale Credit Union also had 933 Credit card accounts with it's members
Oakdale Credit Union has deposit, transaction, and investment accounts with 11,170 members at 12/31/23. During 2023, Oakdale Credit Union opened 4.017 new deposit, transaction and investment accounts.

Personnel at OCU

NameTitleCompensation
Colleen WoggonChief Executive Officer$129,877
Patrick RezinTreasurer$2,270
Terry TiberVice Chair$1,690
Bruce ArdeltChairman$2,315
Jennifer LaursenSecretary$1,915
...and 1 more key personnel

Financials for OCU

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$3,862,720
Investment income and dividends$1,662,619
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$1,440
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$5,526,779

Form 990s for OCU

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990View PDF
2022-122023-05-09990View PDF
2021-122022-05-16990View PDF
2020-122021-05-12990View PDF
2019-122021-06-07990View PDF
...and 10 more Form 990s

Organizations like OCU

OrganizationLocationRevenue
Winnebago Community Credit Union (WCCU)Oshkosh, WI$7,397,018
Marathon County Employees Credit UnionWausau, WI$2,168,761
Tomah Area Credit UnionTomah, WI$4,837,364
Peoples Choice Credit UnionMedford, WI$2,062,428
Athens Area Credit UnionAthens, WI$1,452,491
Dane County Credit Union (DCCU)Madison, WI$8,743,870
County-City Credit UnionJefferson, WI$1,904,248
Wea Credit UnionMadison, WI$1,501,987
Marshfield Medical Center Credit UnionMarshfield, WI$1,901,472
Enterprise Credit UnionBrookfield, WI$1,483,950
Data update history
July 16, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 12, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 18, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 1, 2023
Updated personnel
Identified 1 new personnel
May 25, 2022
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
MembershipsState / local level
General information
Address
PO Box 115
Oakdale, WI 54649
County
Monroe County, WI
Website URL
oakdalecu.coop/ 
Phone
(608) 372-3939
Facebook page
OakdaleCreditUnion 
IRS details
EIN
39-6049985
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1953
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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