Cause IQ organization profile

St Marys & Affiliates Credit Union

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

St Marys & Affiliates Credit Union is a credit union based in Madison, WI that was founded in 1959. As of 2019 they had $1.5 million in revenue and $32 million in assets.

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at St Marys & Affiliates Credit Union

We funded 772 loans during 2018. As of 12/31/18, we had 119 mortgages/home equity lines, 2 member business loans and 1317 consumer loans. We also had 526 credit card accounts with our members.

We have deposit, transaction, and investment accounts with 4089 members at 12/31. During 2018, we opened 292 new deposit, transaction and investment accounts.

Form 990s for St Marys & Affiliates Credit Union

Fiscal year endingDate received by IRSFormPDF link
2018-12Sep 14, 2019990View PDF
2017-12Feb 21, 2019990View PDF
2016-12Oct 5, 2017990OView PDF
2015-12Oct 14, 2016990OView PDF
2014-12Sep 18, 2015990OView PDF
...and five more Form 990 PDFs

Financials for St Marys & Affiliates Credit Union

Total grants, contributions, etc.$0
Program services$1,335,615
Investment income and dividends$152,254
Tax-exempt bond proceeds$0
Royalty revenue$8,649
Net rental income$0
Net gain from sale of non-inventory assets$-771
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$23,710
Total revenues$1,519,457

Vendors for St Marys & Affiliates Credit Union

VendorServicesAmount paidDate
WordPressContent management system software2020-03-02
████ ████████ ███████████Tax accounting2019-05-15
██████ ███Software2018-05-01

Personnel at St Marys & Affiliates Credit Union

NameTitleCompensationMost recent data
Michele L LehmannPresident$86,595Aug. 19, 2019
Sara MarxTreasurer$0Feb. 28, 2019
█████ █ █████Chair$0Feb. 28, 2019
███████ ██████Secretary$0Dec. 31, 2018

Peer credit unions

1Lake View Credit Union501(c)(14)$4.6 millionNeenah, WI
2Dodge Central Credit Union501(c)(14)$2.8 millionBeaver Dam, WI
3Badger Credit Union Corporation501(c)(14)$614,839Peshtigo, WI
4Empower Credit Union501(c)(14)$3.4 millionWest Allis, WI
5Valley Communities Credit Union (VCCU)501(c)(14)$6.3 millionMosinee, WI
6Sheboygan Area Credit Union501(c)(14)$2.7 millionSheboygan, WI
7RiverWood-Maritime Credit Union501(c)(14)$977,334Two Rivers, WI
8Peoples Choice Credit Union501(c)(14)$1.8 millionMedford, WI
9Oshkosh Community Credit Union501(c)(14)$1.0 millionOshkosh, WI
10Sentry Credit Union501(c)(14)$3.3 millionStevens Point, WI
11AppleTree Credit Union (ATCU)501(c)(14)$3.8 millionWest Allis, WI
12Golden Rule Community Credit Union501(c)(14)$1.5 millionRipon, WI
13Maple Hill Credit Union501(c)(14)$492,744Wausau, WI
14Oakdale Credit Union (OCU)501(c)(14)$3.5 millionOakdale, WI
15Governmental Employees Credit Union501(c)(14)$2.9 millionLa Crosse, WI
16Horizon Community Credit Union501(c)(14)$1.5 millionGreen Bay, WI
17Price Credit Union501(c)(14)$943,097Prentice, WI
18Northern Paper Mills Credit Union501(c)(14)$957,755Green Bay, WI
19Athens Area Credit Union501(c)(14)$967,080Athens, WI
20Brokaw Credit Union501(c)(14)$2.5 millionWeston, WI
21Racine Municipal Employees Credit Union501(c)(14)$544,239Racine, WI
22Tomah Area Credit Union501(c)(14)$2.8 millionTomah, WI
23Badger Globe Credit Union501(c)(14)$1.8 millionNeenah, WI
24University of Wisconsin-Oshkosh Credit Union501(c)(14)$795,397Oshkosh, WI
25Veterans Administration Credit Union501(c)(14)$778,347Milwaukee, WI