ALLIANT CREDIT UNION

Address
1200 ASSOCIATES DRIVE
DUBUQUE, IA 52002
Contact
Website: http://www.alliantcu.com
Phone: +1 (563) 585-3737
Nonprofit
NTEE: W61 - Credit Unions
EIN: 42-0329305

Mission

TO DELIVER EXCEPTIONAL SERVICE AND PERSONALIZED FINANCIAL SOLUTIONS THAT HELP OUR MEMBERS ACHIEVE THEIR GOALS.
 201620152014
Basic features of the organization
Year of formation1933
Subsection501(c)
Organization typeCorporation
Metropolitan statistical area2200
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$132,337.00$135,381.00$136,481.00
Sum of reportable (W2/1099) compensation$132,337.00$113,516.00$114,768.00
Number of employees433436
Number of people compensated >$100k111
Number of volunteers1100
Number of highly compensated contractors120
Personnel
Copeland, Vince
TitleBOARD MEMBER  
Name of key/compensated personVINCE COPELAND  
Average hours per week working for org0.50  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Eddy, Jeff
TitleBOARD MEMBERAUDIT COMMITTEEAUDIT COMMITTEE
Name of key/compensated personJEFF EDDYJEFF EDDYJEFF EDDY
Average hours per week working for org0.500.500.50
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Evan, Sandy
Title CREDIT CHAIRCREDIT CHAIR
Name of key/compensated person SANDY EVANSANDY EVAN
Average hours per week working for org 0.500.50
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Even, Sandy
TitleCREDIT COMM  
Name of key/compensated personSANDY EVEN  
Average hours per week working for org0.50  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Fitzgerald, Shelley
TitleBOARD MEMBERCREDIT COMMITTEECREDIT COMMITTEE
Name of key/compensated personSHELLEY FITZGERALDSHELLEY FITZGERALDSHELLEY FITZGERALD
Average hours per week working for org0.500.500.50
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Hodgson, Jim
TitleBOARD MEMBERAUDIT CHAIRAUDIT CHAIR
Name of key/compensated personJIM HODGSONJIM HODGSONJIM HODGSON
Average hours per week working for org0.501.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Jenkins, Becky
TitleBOARD SECRETSECRETARYSECRETARY
Name of key/compensated personBECKY JENKINSBECKY JENKINSBECKY JENKINS
Average hours per week working for org0.500.500.50
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Kubesheski, Joesph
TitleBOARD MEMBER  
Name of key/compensated personJOESPH KUBESHESKI  
Average hours per week working for org0.50  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Kubesheski, Joseph
Title CREDIT COMMITTEECREDIT COMMITTEE
Name of key/compensated person JOSEPH KUBESHESKIJOSEPH KUBESHESKI
Average hours per week working for org 0.500.50
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Miller, Kathy
TitleAUDIT CHAIRAUDIT COMMITTEEAUDIT COMMITTEE
Name of key/compensated personKATHY MILLERKATHY MILLERKATHY MILLER
Average hours per week working for org0.500.500.50
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Moroney, Mike
TitlePRESIDENT /CEOCEO
Name of key/compensated personMIKE MORONEYMIKE MORONEYMIKE MORONEY
Average hours per week working for org45.0050.0050.00
Reportable compensation from org$132,337.00$113,516.00$114,768.00
Other comp, non-reportable, from org and related orgs$33,695.00$21,865.00$21,713.00
PositionIndividual trustee or director, OfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Morrison, Aaron
TitleBOARD MEMBER  
Name of key/compensated personAARON MORRISON  
Average hours per week working for org0.50  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Schumacher, Jack
TitleCHAIRMANCHAIRMANCHAIRMAN
Name of key/compensated personJACK SCHUMACHERJACK SCHUMACHERJACK SCHUMACHER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Schuster, Vince
TitleVICE CHAIRVICE-CHAIRVICE-CHAIR
Name of key/compensated personVINCE SCHUSTERVINCE SCHUSTERVINCE SCHUSTER
Average hours per week working for org0.500.500.50
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Spicer, Shelly
Title CREDIT COMMITTEECREDIT COMMITTEE
Name of key/compensated person SHELLY SPICERSHELLY SPICER
Average hours per week working for org 0.500.50
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Purpose: mission, activities & accomplishments
Mission or significant activitiesTO DELIVER EXCEPTIONAL SERVICE AND PERSONALIZED FINANCIAL SOLUTIONS THAT HELP OUR MEMBERS ACHIEVE THEIR GOALS.ALLIANT CREDIT UNION WILL DELIVER EXCEPTIONAL SERVICE AND OUSTANDING FINANCIAL SOLUTIONS TO OUR MEMBERS. LOANS, SAVINGS, AND CHECKING.ALLIANT CREDIT UNION WILL DELIVER EXCEPTIONAL SERVICE AND OUSTANDING FINANCIAL SOLUTIONS TO OUR MEMBERS. LOANS, SAVINGS, AND CHECKING.
Program expenses (total) $4,306,930.00$3,879,533.00
Programs, including revenue & expenses
THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 2,136 NEW LOANS TO OUR MEMBERS DURING 2016. AS OF 12/31/16 WE HAD 7,131 LOANS TO OUR MEMBERS.
Program descriptionTHE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 2,136 NEW LOANS TO OUR MEMBERS DURING 2016. AS OF 12/31/16 WE HAD 7,131 LOANS TO OUR MEMBERS.  
THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 555 NEW DEPOSIT ACCOUNTS IN 2016. AS OF 12/31/16 WE HAD 10,619 MEMBERS.
Program descriptionTHE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 555 NEW DEPOSIT ACCOUNTS IN 2016. AS OF 12/31/16 WE HAD 10,619 MEMBERS.  
THE ORGANIZATION PROVIDES DEPOSIT SERVICES, LOANS, AND COMMUNITY SUPPORT. THE ORGANIZATION SERVED 10,860 MEMBERS IN 2015.
Program description THE ORGANIZATION PROVIDES DEPOSIT SERVICES, LOANS, AND COMMUNITY SUPPORT. THE ORGANIZATION SERVED 10,860 MEMBERS IN 2015.THE ORGANIZATION PROVIDES DEPOSIT SERVICES, LOANS, AND COMMUNITY SUPPORT. THE ORGANIZATION SERVED 9,429 MEMBERS IN 2014.
Financial data
Expense categories (totals)
Sum (total functional expenses)$4,400,361.00$4,306,930.00$3,879,533.00
Program services (total functional expenses)$0.00$4,306,930.00$3,879,533.00
Management & general (total functional expenses)$0.00$0.00$0.00
Fundraising (total functional expenses)$0.00$0.00$0.00
Revenue
Total revenue$5,318,376.00$4,929,337.00$4,540,017.00
Program service revenue (total)$5,046,774.00$3,411,278.00$3,706,748.00
Revenue from contributions (total)$7,500.00$12,500.00$10,000.00
Investment income$256,689.00$130,690.00$122,114.00
Total unrelated business revenue$28,988.00$33,743.00$0.00
Other revenue, current yr$7,413.00$1,374,869.00$701,155.00
Net unrelated business taxable revenue-$18,140.00-$34,102.00-$32,099.00
Total revenue from grants, etc., current yr$7,500.00$12,500.00$10,000.00
Gross receipts$5,434,770.00$4,929,337.00$4,540,017.00
Sources of contributions
Revenue from all other contributions$7,500.00$12,500.00$10,000.00
Other types of revenue
Royalties (total)$7,413.00  
Miscellaneous revenue (total) $1,374,869.00$701,155.00
Income from dividends, interest, and similar investments$243,024.00$130,690.00$122,114.00
Net rental income $0.00$0.00
Fees for services
Legal fees (total)$26,648.00$24,883.00$49,769.00
Fundraising service fees (total)$0.00$0.00$0.00
Assets and liabilities
Total assets$116,547,456.00$112,582,090.00$95,822,337.00
Total assets, beginning of year$112,582,090.00$95,822,337.00$94,942,814.00
Total liabilities$103,625,554.00$100,578,203.00$85,553,112.00
Total liabilities, beginning of year$100,578,203.00$85,553,112.00$85,334,073.00
Net assets$12,921,902.00$12,003,887.00$10,269,225.00
Net assets, beginning of year$12,003,887.00$10,269,225.00$9,608,741.00
Other liabilities$102,852,356.00$100,155,949.00$83,776,636.00
Other assets$8,416,711.00$7,443,379.00$3,981,894.00
Cash: non-interest bearing$1,401,730.00$2,068,143.00$1,414,369.00
Cash: non-interest bearing, beginning of year$2,068,143.00$1,414,369.00$1,422,219.00
Investments: program-related$4,642,239.00$845,714.00$839,370.00
Escrow or custodial account liability$232,522.00  
Other financial variables
Revenue less expenses$918,015.00$622,407.00$660,484.00
Advertising (total)$118,961.00$134,921.00$157,884.00
Savings & temp cash investment$14,538,428.00$15,487,122.00$10,119,808.00
Prepaid expenses & deferred charges$128,694.00$4,157,764.00$2,087,826.00
Accounts payable & accrued expenses$477,656.00$422,254.00$1,776,476.00
Unsecured notes & loans to unrelated parties$63,020.00  
Total net assets or fund balances$12,921,902.00$12,003,887.00$10,269,225.00
Depreciation, depletion, amortization$234,551.00$218,443.00$143,679.00
Payment to affiliates $27,889.00$22,702.00
Governance and accountability
Number of voting members111111
Number of independent voting members101010
Tax year start date2016-01-012015-01-012014-01-01
Tax year end date2016-12-312015-12-312014-12-31
Has local chapters TrueTrue
Accounting methodAccrualAccrualAccrual
Metadata about the filing
E-return type990990990
Date e-filing submitted2017-08-252016-10-052015-08-03
IRS schema version2016v3.02015v2.12014v5.0
Filing identifier201741109349300144201621539349300232201541339349305149
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