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Summit Credit Union

  • Madison, WI
  • EIN: 39-0230585

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$231M (2022)

Expenses
$180M (2022)

Total Assets
$6.22B (2022)

Total Liabilities
$5.68B (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$231,091,693
Expenses
$179,735,655
Net Income
$51,356,038
Net Assets
$547,751,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $211,554,475
91.5%
Investment Income $12,202,314
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,967,156
3.0%
Net Inventory Sales $0
Other Revenue $367,748
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,440,600
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $49,851,359
27.7%
Assets/Debt
Total Assets $6,224,510,320
Total Liabilities $5,676,758,326
Net Assets $547,751,994
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $2,091,506 $0 $84,841
Keith Peterson (Cfo) $474,076 $0 $230,268
Rebecca Gerothanas (Coo) $447,905 $0 $127,712
Christopher Hefter (Cio) $434,118 $0 $178,793
Nancy Kasten (Svp Hr & Lod) $354,459 $0 $39,503
Christopher Schell (Cmo) $334,058 $0 $199,281
Eric Mathias (Vp Sales Development) $313,621 $0 $65,267
Kelly Erbach (Vp Business Tech Solutio) $257,169 $0 $141,966
John Jones (Vp Business & Commercial Credit Risk & Operation) $220,737 $0 $50,592
Adam Pelletter (Mortgage Loan Officer) $213,545 $0 $39,201
James Holden (Vp Blo Market Manager) $210,228 $0 $75,573
Ann Knutson (Svp Hr & Org Development) $206,867 $0 $38,219
Aaron Hurt (Vp Business Technology Services) $199,822 $0 $43,721
Jeremy Eppler (Vp Risk Management) $196,393 $0 $20,578
Kristin Nesbitt (Vp Mortgage Lending) $193,544 $0 $23,823
Mary Turke (Vice Chair) $21,500 $0 $0
David Reszel (Chair) $20,500 $0 $0
Mike Schenk (Former Chair) $18,000 $0 $0
Daniel Kaiser (Secretary) $18,000 $0 $0
Bob Lindner (Treasurer) $18,000 $0 $0
Stefanie Norvaisas (Director) $18,000 $0 $0
Dennis Sauey (Director) $18,000 $0 $0
John Litscher (Director) $18,000 $0 $0
Mike O'brien (Director) $18,000 $0 $0
Abigail Rodriguez (Director) $18,000 $0 $0
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990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,937,515
Expenses
$141,564,545
Net Income
$77,372,970
Net Assets
$555,508,540
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $211,920,298
96.8%
Investment Income $6,760,272
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $109,964
0.1%
Net Inventory Sales $0
Other Revenue $146,981
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,141,564
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $46,726,014
33.0%
Assets/Debt
Total Assets $4,830,581,855
Total Liabilities $4,275,073,315
Net Assets $555,508,540
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $2,209,864 $0 $77,232
Keith Peterson (Cfo) $414,452 $0 $216,608
Rebecca Gerothanas (Coo) $387,963 $0 $125,958
Christopher Hefter (Cio) $361,687 $0 $172,836
Nancy Kasten (Svp Hr & Lod) $297,740 $0 $208,523
Christopher Schell (Cmo) $292,542 $0 $172,159
Adam Pelletter (Mortgage Loan Officer) $281,565 $0 $43,025
Steve Hansen (Mortgage Loan Officer) $263,349 $0 $51,940
Eric Mathias (Vp Sales Development) $244,364 $0 $40,319
Kelly Erbach (Vp Business Tech Solutio) $227,313 $0 $107,936
Timothy Greene (Mortgage Loan Officer) $208,763 $0 $20,255
David Reszel (Chair) $24,000 $0 $0
Mike Schenk (Former Chair) $18,000 $0 $0
Mary Turke (Vice Chair) $18,000 $0 $0
Daniel Kaiser (Secretary) $18,000 $0 $0
Bob Lindner (Treasurer) $18,000 $0 $0
Stefanie Norvaisas (Director) $18,000 $0 $0
Dennis Sauey (Director) $18,000 $0 $0
John Litscher (Director) $18,000 $0 $0
Mike O'brien (Director) $18,000 $0 $0
Abigail Rodriguez (Director) $18,000 $0 $0
Samira Salem (Director) $18,000 $0 $0
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990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,688,178
Expenses
$159,633,124
Net Income
$59,055,054
Net Assets
$490,354,663
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $212,489,672
97.2%
Investment Income $7,654,097
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,455,591
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,542,562
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $41,395,413
25.9%
Assets/Debt
Total Assets $4,326,305,460
Total Liabilities $3,835,950,797
Net Assets $490,354,663
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $1,319,377 $0 $67,086
Keith Peterson (Cfo) $401,974 $0 $201,350
Rebecca Gerothanas (Coo) $369,697 $0 $99,664
Christopher Hefter (Cio) $327,522 $0 $71,206
Adam Pelletter (Mortgage Loan Officer) $313,904 $0 $42,288
Steve Hansen (Mortgage Loan Officer) $304,112 $0 $51,591
Nancy Kasten (Svp Hr & Lod) $286,000 $0 $172,501
Christopher Schell (Cmo) $280,003 $0 $160,331
Mary Byrd (Mortgage Loan Officer) $250,591 $0 $90,665
Timothy Greene (Mortgage Loan Officer) $233,834 $0 $22,614
Bryce Kingsley (Mortgage Loan Officer) $224,588 $0 $35,588
Eric Mathias (Vp Sales Development) $206,321 $0 $38,503
Kelly Erbach (Vp Business Tech Solutio) $194,435 $0 $83,899
Jeremy Eppler (Vp Risk Management) $185,589 $0 $19,754
Mike Schenk (Chair) $8,250 $0 $0
Mike O'brien (Director) $6,200 $0 $0
David Reszel (Vice Chair) $6,200 $0 $0
Stefanie Norvaisas (Director) $6,200 $0 $0
Dennis Sauey (Director) $6,200 $0 $0
John Litscher (Director) $6,100 $0 $0
Mary Turke (Secretary) $6,100 $0 $0
Bob Lindner (Director) $6,100 $0 $0
Daniel Kaiser (Treasurer) $6,000 $0 $0
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990
Filed on Nov. 9, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$183,147,998
Expenses
$139,446,632
Net Income
$43,701,366
Net Assets
$423,834,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $174,791,657
95.4%
Investment Income $8,450,249
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$93,908
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,650,933
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $33,793,492
24.2%
Assets/Debt
Total Assets $3,689,604,395
Total Liabilities $3,265,770,166
Net Assets $423,834,229
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $1,165,334 $0 $57,113
Keith Peterson (Cfo) $551,370 $0 $191,295
Rebecca Gerothanas (Coo) $463,927 $0 $98,913
Christopher Hefter (Cio) $292,074 $0 $48,208
Nancy Kasten (Svp Hr & Lod) $286,266 $0 $156,714
Christopher Schell (Cmo) $284,365 $0 $149,439
Mark Kennedy (Clo) $235,915 $0 $26,945
Adam Pelletter (Mortgage Loan Officer) $207,704 $0 $38,308
Jeremy Eppler (Vp Risk Management) $180,859 $0 $19,183
Donald Lickel (Vp Mortgage Lending) $179,300 $0 $46,399
Eric Mathias (Vp Sales Development) $174,190 $0 $35,899
Timothy Greene (Mortgage Loan Officer) $173,436 $0 $17,297
Daniel Polly (Avp It) $170,880 $0 $36,685
Steve Hansen (Mortgage Loan Officer) $167,743 $0 $35,908
Kelly Erbach (Vp Business Tech Solutions) $165,536 $0 $65,576
David Reszel (Vice Chair) $1,300 $0 $0
Mike O'brien (Director) $1,300 $0 $0
Mike Schenk (Chair) $1,025 $0 $0
Mary Turke (Secretary) $750 $0 $0
John Litscher (Director) $750 $0 $0
Dennis Sauey (Director) $650 $0 $0
Bob Lindner (Director) $650 $0 $0
Dan Kaiser (Treasurer) $550 $0 $0
Stefanie Norvaisas (Director) $250 $0 $0
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990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$153,615,518
Expenses
$114,485,268
Net Income
$39,130,250
Net Assets
$378,295,623
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $147,326,393
95.9%
Investment Income $6,164,236
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $122,349
0.1%
Net Inventory Sales $0
Other Revenue $2,540
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,006,756
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $29,635,606
25.9%
Assets/Debt
Total Assets $3,224,170,223
Total Liabilities $2,845,874,600
Net Assets $378,295,623
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $993,897 $0 $55,726
Keith Peterson (Cfo) $336,918 $0 $188,854
Rebecca Gerothanas (Svp Operations) $305,188 $0 $93,882
Mark Kennedy (Chief Lending Officer) $245,296 $0 $56,940
Nancy Kasten (Svp Hr & Org Develop.) $239,951 $0 $101,968
Christopher Schell (Chief Marketing Officer) $235,726 $0 $113,896
Christopher Hefter (Chief Information Officer) $235,669 $0 $42,434
Adam Pelletter (Mortgage Loan Officer) $219,501 $0 $37,809
Jeremy Eppler (Vp Risk Management) $177,464 $0 $19,017
Timothy Greene (Mortgage Loan Officer) $176,273 $0 $17,600
Eric Mathias (Vp Retail Development) $174,114 $0 $35,141
Daniel Polly (Avp It) $171,093 $0 $35,645
Mary Byrd (Mortgage Loan Officer) $168,059 $0 $57,363
James Holden (Vp Business Services Sr) $160,921 $0 $47,469
Donald Lickel (Vp Mortgage Lending) $152,176 $0 $42,297
Mike Schenk (Chair) $0 $0 $0
David Reszel (Vice Chair) $0 $0 $0
Mary Turke (Secretary) $0 $0 $0
Dan Kaiser (Treasurer) $0 $0 $0
Dennis Sauey (Director) $0 $0 $0
Mike O'brien (Director) $0 $0 $0
John Litscher (Director) $0 $0 $0
Stefanie Norvaisas (Director) $0 $0 $0
Bob Lindner (Director) $0 $0 $0
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990
Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$134,968,658
Expenses
$97,165,773
Net Income
$37,802,885
Net Assets
$339,900,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $128,650,693
95.3%
Investment Income $6,739,576
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$389,056
Net Inventory Sales $0
Other Revenue -$32,555
Notable Expenses Percent of Total Expenses
Executive Compensation $3,545,687
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $27,354,667
28.2%
Assets/Debt
Total Assets $2,900,501,513
Total Liabilities $2,560,601,385
Net Assets $339,900,128
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $888,887 $0 $53,484
Keith Peterson (Cfo) $318,613 $0 $203,537
Rebecca Gerothanas (Svp Operations) $273,495 $0 $91,066
Mark Kennedy (Chief Lending Officer) $225,270 $0 $51,391
Nancy Kasten (Svp Hr & Org Develop.) $216,530 $0 $67,633
Christopher Schell (Svp Marketing) $215,382 $0 $62,097
Adam Pelletter (Mortgage Loan Officer) $208,403 $0 $36,040
Christopher Hefter (Vp It) $204,248 $0 $39,209
Eric Mathias (Vp Retail Development) $177,470 $0 $34,147
Jeremy Eppler (Vp Risk Management) $175,219 $0 $18,529
Timothy Greene (Mortgage Loan Officer) $170,835 $0 $17,045
Kim Kalepp (Managing Vp Business Servi) $167,905 $0 $61,570
Daniel Polly (Avp It) $165,877 $0 $34,053
Steven Hansen (Mortgage Loan Officer) $157,597 $0 $35,339
James Holden (Vp Business Services Sr) $154,054 $0 $46,753
Dennis Sauey (Director) $0 $0 $0
Mike O'brien (Director) $0 $0 $0
Mike Schenk (Vice Chair) $0 $0 $0
John Litscher (Chair) $0 $0 $0
Stefanie Norvaisas (Director) $0 $0 $0
David Reszel (Secretary) $0 $0 $0
Bob Lindner (Director) $0 $0 $0
Mary Turke (Treasurer) $0 $0 $0
Dan Kaiser (Director) $0 $0 $0
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990
Filed on Oct. 24, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$125,312,190
Expenses
$90,355,986
Net Income
$34,956,204
Net Assets
$303,429,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $118,475,340
94.5%
Investment Income $6,743,855
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $92,995
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,982,950
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $25,053,819
27.7%
Assets/Debt
Total Assets $2,664,821,119
Total Liabilities $2,361,391,221
Net Assets $303,429,898
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $762,204 $0 $33,471
Keith Peterson (Cfo) $292,735 $0 $78,119
Rebecca Gerothanas (Svp Operations) $243,515 $0 $39,093
Adam Pelletter (Mortgage Loan Officer) $237,207 $0 $37,186
Christopher Hefter (Vp It) $195,812 $0 $37,760
Christopher Schell (Svp Marketing) $194,567 $0 $51,137
Nancy Kasten (Svp Hr & Org Develop.) $182,688 $0 $52,494
Eric Mathias (Vp Retail Development) $179,219 $0 $33,965
Mary Byrd (Mortgage Loan Officer) $176,443 $0 $44,488
Mark Kennedy (Chief Lending Officer) $169,728 $0 $30,077
Jeremy Eppler (Vp Risk Management) $167,984 $0 $18,149
Steven Hansen (Mortgage Loan Officer) $162,562 $0 $32,777
Kim Kalepp (Managing Vp Business Services) $161,939 $0 $58,294
Daniel Polly (Avp It) $160,092 $0 $32,057
Rachel Solt (Mortgage Loan Officer) $150,011 $0 $33,900
Dennis Sauey (Director) $0 $0 $0
Mike O'brien (Chair) $0 $0 $0
Mike Schenk (Secretary) $0 $0 $0
John Litscher (Vice Chair) $0 $0 $0
Stefanie Norvaisas (Director) $0 $0 $0
Sue Racine (Director) $0 $0 $0
David Reszel (Treasurer) $0 $0 $0
Bob Lindner (Director) $0 $0 $0
Mary Turke (Director) $0 $0 $0
Dan Kaiser (Director) $0 $0 $0
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990
Filed on Nov. 6, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$108,064,154
Expenses
$79,034,215
Net Income
$29,029,939
Net Assets
$270,228,419
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $101,910,349
94.3%
Investment Income $6,579,568
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$243,543
Net Inventory Sales $0
Other Revenue -$182,220
Notable Expenses Percent of Total Expenses
Executive Compensation $2,447,367
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $23,126,914
29.3%
Assets/Debt
Total Assets $2,388,643,118
Total Liabilities $2,118,414,699
Net Assets $270,228,419
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $700,637 $0 $46,411
Keith Peterson (Cfo) $262,175 $0 $191,876
Rebecca Gerothanas (Svp Operations) $216,211 $0 $61,130
Adam Pelletter (Mortgage Loan Officer) $203,895 $0 $36,248
Donald Griffin (Mortgage Loan Officer) $192,768 $0 $21,232
Christopher Hefter (Vp It) $178,071 $0 $35,495
Joanne Belanger (Vp Digital Marketing) $163,643 $0 $31,234
Eric Mathias (Vp Retail Development) $161,633 $0 $32,112
Christopher Schell (Svp Marketing) $161,022 $0 $42,579
Daniel Milbrandt (Chief Lending Officer) $159,616 $0 $34,073
Mary Byrd (Mortgage Loan Officer) $156,690 $0 $43,444
Jeremy Eppler (Vp Risk Management) $156,057 $0 $16,993
Steven Hansen (Mortgage Loan Officer) $152,444 $0 $31,250
Dennis Sauey (Director) $0 $0 $0
Mike O'brien (Chair) $0 $0 $0
Mike Schenk (Secretary) $0 $0 $0
John Litscher (Vice Chair) $0 $0 $0
Stefanie Norvaisas (Director) $0 $0 $0
Sue Racine (Director) $0 $0 $0
David Reszel (Treasurer) $0 $0 $0
Bob Lindner (Director) $0 $0 $0
Mary Turke (Director) $0 $0 $0
Dan Kaiser (Director) $0 $0 $0
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990
Filed on Nov. 9, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,927,653
Expenses
$72,614,953
Net Income
$24,312,700
Net Assets
$242,030,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,748,259
91.6%
Investment Income $8,025,298
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,294
0.0%
Net Inventory Sales $0
Other Revenue $136,802
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,217,844
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $20,336,832
28.0%
Assets/Debt
Total Assets $2,076,034,803
Total Liabilities $1,834,004,313
Net Assets $242,030,490
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $653,266 $0 $30,459
Keith Peterson (Cfo) $251,533 $0 $44,504
Rebecca Gerothanas (Svp Operations) $213,054 $0 $36,467
Daniel Milbrandt (Chief Lending Officer) $189,613 $0 $18,053
Joanne Belanger (Vp Digital Marketing) $171,760 $0 $28,347
Christopher Hefter (Vp It) $168,424 $0 $36,406
Eric Mathias (Vp Retail Development) $166,607 $0 $33,235
Adam Pelletter (Mortgage Loan Officer) $159,299 $0 $31,830
Jeremy Eppler (Vp Risk Management) $157,971 $0 $18,145
Nancy Schmidt (Svp Hr & Od) $148,542 $0 $17,342
Donald Griffin (Mortgage Loan Officer) $147,871 $0 $16,717
Kim Kalepp (Managing Vp Of Business Services) $145,594 $0 $29,979
Daniel Polly (Avp It) $142,302 $0 $30,721
Dennis Sauey (Past Chair) $0 $0 $0
Mike O'brien (Chair) $0 $0 $0
Mike Schenk (Secretary) $0 $0 $0
John Litscher (Vice Chair) $0 $0 $0
Stefanie Norvaisas (Director) $0 $0 $0
Sue Racine (Director) $0 $0 $0
David Reszel (Treasurer) $0 $0 $0
Bob Lindner (Director) $0 $0 $0
Mary Turke (Director) $0 $0 $0
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990
Filed on Nov. 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,688,329
Expenses
$69,084,193
Net Income
$27,604,136
Net Assets
$215,761,675
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,376,769
92.4%
Investment Income $7,840,030
8.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$590,179
Net Inventory Sales $0
Other Revenue $61,709
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,046,093
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $19,567,357
28.3%
Assets/Debt
Total Assets $1,955,509,180
Total Liabilities $1,739,747,505
Net Assets $215,761,675
Compensation
Key Employees and Officers Compensation Related Other
Kim Sponem (Ceo/President) $602,713 $0 $31,073
Keith Peterson (Cfo) $397,040 $0 $38,935
Rebecca Gerothanas (Svp) $196,198 $0 $34,335
Joanne Belanger (Svp Marketing) $171,993 $0 $17,356
Daniel Milbrandt (Chief Lending Officer) $171,828 $0 $15,553
Christopher Hefter (Vp It) $161,491 $0 $33,889
Donald Griffin (Mortgage Loan Officer) $155,805 $0 $17,884
Jeremy Eppler (Vp Risk Management) $146,692 $0 $17,330
Mary Byrd (Mortgage Loan Officer) $145,066 $0 $31,588
Christine Haroldson (Vp Mortgage Lending) $143,966 $0 $31,185
Timothy Greene (Mortgage Loan Officer) $143,658 $0 $30,018
Denise O'hara (Former Svp Hr & Od) $142,428 $0 $18,714
Adam Pelletter (Mortgage Loan Officer) $140,006 $0 $29,656
Denise Sauey (Chair) $0 $0 $0
Mike O'brien (Vice Chair) $0 $0 $0
Mike Schenk (Treasurer) $0 $0 $0
John Litscher (Secretary) $0 $0 $0
Stefanie Norvaisas (Director) $0 $0 $0
Sue Racine (Director) $0 $0 $0
Dave Reszel (Director) $0 $0 $0
Bob Linder (Director) $0 $0 $0
Mary Turke (Director) $0 $0 $0
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Document Links

990
Filed on Nov. 17, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$105,588,548
Expenses
$74,080,222
Net Income
$31,508,326
Net Assets
$191,424,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $96,308,867
91.2%
Investment Income $9,883,702
9.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$604,021
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,672,570
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $19,566,489
26.4%
Assets/Debt
Total Assets $1,886,824,377
Total Liabilities $1,695,399,695
Net Assets $191,424,682

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$93,867,396
Expenses
$76,151,848
Net Income
$17,715,548
Net Assets
$156,734,946
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $83,302,366
88.7%
Investment Income $11,482,658
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$907,409
Net Inventory Sales $0
Other Revenue -$10,219
Notable Expenses Percent of Total Expenses
Executive Compensation $2,281,301
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $19,133,816
25.1%
Assets/Debt
Total Assets $1,735,535,637
Total Liabilities $1,578,800,691
Net Assets $156,734,946

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated