EIN 39-0860994

Simplicity Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
150
Year formed
1949
Most recent tax filings
2023-12-01
Description
A nonprofit member-owned thrift institution organized to provide financial services to individuals. Operations are primarily related to holding deposits for and making loans to members.
Related structure
Simplicity Credit Union is a child organization, under an unknown parent.
Total revenues
$26,321,652
2023
Total expenses
$22,916,235
2023
Total assets
$461,117,108
2023
Num. employees
150
2023

Program areas at Simplicity Credit Union

Holding deposits for and making loans to members

Personnel at Simplicity Credit Union

NameTitleCompensation
Nicholas FaberPresident and Chief Executive Officer$319,889
James NowakCheif Financial Officer$189,320
Jen StantonChief Revenue Officer$112,952
Richard SzaboVice President of Information Technolo$147,354
Katy ZaleskiVice President of Human Resources$104,949
...and 15 more key personnel

Financials for Simplicity Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$21,749,887
Investment income and dividends$4,422,979
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$16,296
Net gain from sale of non-inventory assets$26,335
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$106,155
Total revenues$26,321,652

Form 990s for Simplicity Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-14990View PDF
2022-122023-11-14990View PDF
2021-122022-11-11990View PDF
2020-122021-11-09990View PDF
2019-122021-06-08990View PDF
...and 10 more Form 990s

Organizations like Simplicity Credit Union

OrganizationLocationRevenue
Winnebago Community Credit Union (WCCU)Oshkosh, WI$7,397,018
Superior Choice Credit Union (SCCU)Superior, WI$49,260,403
Glacier Hills Credit UnionWest Bend, WI$9,272,339
PCM Credit UnionGreen Bay, WI$13,994,856
Members Advantage Credit UnionWisconsin Rapids, WI$8,588,004
Fox Communities Credit Union (FOXCU)Appleton, WI$104,390,989
Fort Community Credit Union (FCCU)Fort Atkinson, WI$17,157,637
Prospera Credit UnionAppleton, WI$16,930,595
Blackhawk Community Credit UnionJanesville, WI$44,630,547
Valley Communities Credit Union (VCCU)Mosinee, WI$8,456,168
Data update history
December 4, 2024
Posted financials
Added Form 990 for fiscal year 2023
November 27, 2024
Updated personnel
Identified 2 new personnel
November 27, 2024
Used new vendors
Identified 3 new vendors, including , , and
December 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 25, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
No characteristics found
General information
Address
222 E Upham Ave
Marshfield, WI 54449
Metro area
Wausau-Weston, WI
County
Wood County, WI
Website URL
simplicity.coop/ 
Phone
(715) 387-3702
IRS details
EIN
39-0860994
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1949
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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