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  4. Brokaw Credit Union
EIN 39-0936429

Brokaw Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
21
City
Weston
State
Wisconsin
Year formed
1952
Most recent tax filings
2022-12-01
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
$2,760,795
2022
Total expenses
$2,468,232
2022
Total assets
$70,995,731
2022
Num. employees
21
2022

Program areas at Brokaw Credit Union

The Credit Union has various types of deposit accounts available for our members. We opened 542 new deposit accounts in 2022. As of 12/31/22 we had 5,684 members.
The Credit Union has several types of loan programs available for our members. We funded 617 new loans to our members during 2022. As of 12/31/22 we had 2,395 loans to our members.

Who funds Brokaw Credit Union

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Wisconsin Credit Union FoundationUpgrades To the Credit Union Security System$11,000

Personnel at Brokaw Credit Union

NameTitleCompensation
Lori BerryPresident and Chief Executive Officer$88,388
Mary ZillmanPast President and Chief Executive Officer / President / Chief Executive Officer$74,596
Mark GoldingVice Chair$540
Richard BurchTreasurer$495
Sandy OestreichChair$1,305
...and 2 more key personnel

Financials for Brokaw Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$11,000
Program services$1,951,743
Investment income and dividends$677,192
Tax-exempt bond proceeds$0
Royalty revenue$7,190
Net rental income$0
Net gain from sale of non-inventory assets$113,670
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,760,795

Form 990s for Brokaw Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-04-11990View PDF
2021-122022-04-27990View PDF
2020-122021-06-30990View PDF
2019-122020-09-01990View PDF
2018-122019-07-23990View PDF
...and 10 more Form 990s

Organizations like Brokaw Credit Union

OrganizationLocationRevenue
Winnebago Community Credit Union (WCCU)Oshkosh, WI$6,162,060
Members Advantage Credit UnionWisconsin Rapids, WI$6,911,306
Teachers Credit UnionBeloit, WI$910,623
Marathon County Employees Credit UnionWausau, WI$1,727,380
Centralalliance Credit UnionNeenah, WI$2,717,019
Schneider Community Credit UnionGreen Bay, WI$1,242,048
Central Wisconsin Credit UnionPlover, WI$1,556,503
Iron County Community Credit UnionHurley, WI$1,569,046
Brewery Credit UnionMilwaukee, WI$4,799,877
Bay Shore Credit UnionMarinette, WI$1,490,247
Data update history
June 16, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 14, 2023
Updated personnel
Identified 2 new personnel
May 15, 2023
Updated personnel
Identified 4 new personnel
July 9, 2022
Posted financials
Added Form 990 for fiscal year 2020
April 24, 2021
Posted financials
Added Form 990 for fiscal year 2019
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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