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EIN 39-1025877

St Mary's and Affiliates Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
9
City
Madison
State
Wisconsin
Year formed
1959
Most recent tax filings
2022-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
St Mary's and Affiliates Credit Union is a credit union in Madison, WI whose mission is: In the spirit of people helping people, we assist our members in achieving financial health.
Related structure
St Mary's and Affiliates Credit Union is a child organization, under an unknown parent.
Total revenues
$1,245,055
2022
Total expenses
$1,164,314
2022
Total assets
$36,177,681
2022
Num. employees
9
2022

Program areas at St Mary's and Affiliates Credit Union

The Credit Union has various types of deposit accounts available for our members. We opened 150 new deposit accounts in 2022. As of 12/31/22 we had 3,644 members.
The Credit Union has several types of loan programs available for our members. We funded 993 new loans during 2022. As of 12/31/22 we had 1,570 loans receivable.

Personnel at St Mary's and Affiliates Credit Union

NameTitleCompensation
Michele L LehmannPresident$106,625
Laura JelleChairperson$0
Dianne RileyVice - Chairperson$0
David ToppPast Treasurer$0
Barbara BergumSecretary$0
...and 2 more key personnel

Financials for St Mary's and Affiliates Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$1,099,951
Investment income and dividends$156,488
Tax-exempt bond proceeds$0
Royalty revenue$8,037
Net rental income$0
Net gain from sale of non-inventory assets$-19,421
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,245,055

Form 990s for St Mary's and Affiliates Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-23990View PDF
2021-122022-10-27990View PDF
2020-122021-11-02990View PDF
2019-122021-06-08990View PDF
2018-122019-09-14990View PDF
...and 9 more Form 990s

Organizations like St Mary's and Affiliates Credit Union

OrganizationLocationRevenue
First Credit UnionOak Creek, WI$472,537
Educational Employees Credit UnionJanesville, WI$348,239
County Credit UnionKenosha, WI$468,475
Holy Family Memorial Credit UnionManitowoc, WI$473,046
Teachers Credit UnionBeloit, WI$910,623
Brantwood Credit UnionBrantwood, WI$333,384
Marathon County Employees Credit UnionWausau, WI$1,727,380
Winnebago Community Credit Union (WCCU)Oshkosh, WI$6,162,060
Oshkosh Community Credit UnionOshkosh, WI$999,743
RiverWood-Maritime Credit UnionTwo Rivers, WI$977,334
Data update history
December 5, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 28, 2023
Used new vendors
Identified 1 new vendor, including
August 5, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
May 23, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
Memberships
General information
Address
700 S Park St
Madison, WI 53715
Metro area
Madison, WI
Website URL
heartlandcu.org/about-us/smacu-info/ 
Phone
(608) 258-6163
IRS details
EIN
39-1025877
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1959
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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