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Simplicity Credit Union

  • Marshfield, WI
  • EIN: 39-0860994

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Organization summary might be incomplete or out of date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.

Summary charts: organization finances over time

Revenue
$19.7M (2022)

Expenses
$17.7M (2022)

Total Assets
$432M (2022)

Total Liabilities
$394M (2022)

Years with missing data
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
$19,742,402
Expenses
$17,745,967
Net Income
$1,996,435
Net Assets
$38,626,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,697,664
89.6%
Investment Income $1,956,556
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $13,827
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $74,355
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $606,551
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $5,430,003
30.6%
Assets/Debt
Total Assets $432,153,101
Total Liabilities $393,526,787
Net Assets $38,626,314
Compensation
Key Employees and Officers Compensation Related Other
Nicholas Faber (President/Ceo) $304,370 $0 $8,923
Jason Buchinger (Financial Advisor) $303,941 $0 $10,308
Kelly Korth (Chief Experience Officer) $179,515 $0 $7,274
Richard Szabo (Vp Of Information Technolo) $136,921 $0 $4,080
Mike Mehlberg (Vp Remote Services) $120,288 $0 $3,837
James Nowak (Cheif Financial Officer) $117,586 $0 $900
Jen Stanton (Vp Of Sales) $109,950 $0 $3,401
Katy Zaleski (Vp Of Human Resources) $104,949 $0 $4,698
Mark Page (Chair) $1,095 $0 $0
Sue Shulfer (Secretary/Treasurer) $600 $0 $0
Iilee Pederson (Director) $580 $0 $0
Herb Stephani (Director) $565 $0 $0
Tom Mccarten (Director) $565 $0 $0
Paul Hauffe (Director) $565 $0 $0
Bobbi Bradley (Director) $465 $0 $0
Kayla Rombalski (Vice Chair) $445 $0 $0
Daniel Wall (Director) $200 $0 $0
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Document Links

990
Filed on Nov. 14, 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
$17,622,558
Expenses
$15,714,933
Net Income
$1,907,625
Net Assets
$38,771,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,022,105
96.6%
Investment Income $467,374
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,680
0.0%
Net Fundraising $0
Sales of Assets $22,742
0.1%
Net Inventory Sales $0
Other Revenue $102,657
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,122,859
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $4,339,443
27.6%
Assets/Debt
Total Assets $424,593,294
Total Liabilities $385,821,569
Net Assets $38,771,725
Compensation
Key Employees and Officers Compensation Related Other
Jason Buchinger (Financial Advisor) $286,385 $0 $8,427
Nicholas Faber (President/Ceo) $244,740 $0 $8,532
Kelly Korth (Chief Experience Officer) $166,661 $0 $6,954
Christie Keen (Sr. Mortgage Loan Officer) $121,994 $0 $1,200
Richard Szabo (Vp Of Information Technology) $119,662 $0 $1,431
Jen Stanton (Vp Of Sales) $108,497 $0 $3,010
Amber Sperl (Chief Financial Officer) $69,980 $0 $0
Mark Page (Chair) $945 $0 $0
Sue Shulfer (Secretary/Treasurer) $730 $0 $0
Kayla Rombalski (Vice Chair) $705 $0 $0
Tom Mccarten (Director) $615 $0 $0
Bobbi Bradley (Director) $615 $0 $0
Herb Stephani (Director) $565 $0 $0
Iilee Pederson (Director) $565 $0 $0
Vern Green (Director) $150 $0 $0
Paul Hauffe (Director) $50 $0 $0
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990
Filed on Nov. 11, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,512,956
Expenses
$14,492,445
Net Income
$2,020,511
Net Assets
$33,657,993
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,576,040
94.3%
Investment Income $787,109
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $334
0.0%
Net Fundraising $0
Sales of Assets -$3,693
Net Inventory Sales $0
Other Revenue $153,166
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,295,318
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,519,080
24.3%
Assets/Debt
Total Assets $337,112,672
Total Liabilities $303,454,679
Net Assets $33,657,993
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patricia Wesenberg (President/Ceo) $349,790 $0 $5,873
Jason Buchinger (Financial Advisor) $175,958 $0 $6,645
Alan Bergstrom (Ceo Exclamation Services) $170,797 $0 $1,775
Kelly Korth (Chief Experience Officer) $137,989 $0 $6,059
Nicholas Faber (Chief Financial Officer) $132,148 $0 $5,423
Angela Heiden (Sr Mortgage Loan Officer) $112,150 $0 $3,401
Chrissie Keen (Sr. Mortgage Loan Officer) $109,926 $0 $1,200
Jen Stanton (Vp Of Sales) $100,080 $0 $2,885
Tom Mccarten (Director) $1,200 $0 $0
Richard Voigt (Chairman) $1,095 $0 $0
Mark Page (Vice Chair) $730 $0 $0
Sue Shulfer (Secretary/Treasurer) $730 $0 $0
Iilee Pederson (Director) $615 $0 $0
Kayla Rombalski (Director) $565 $0 $0
Bobbi Bradley (Director) $565 $0 $0
Herb Stephani (Director) $515 $0 $0
John Welter (Director) $465 $0 $0
+ View more people

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990
Filed on Nov. 9, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,576,619
Expenses
$13,361,379
Net Income
$2,215,240
Net Assets
$31,495,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,396,015
92.4%
Investment Income $1,140,462
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $300
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $39,842
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,194,539
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,155,630
23.6%
Assets/Debt
Total Assets $275,577,534
Total Liabilities $244,082,179
Net Assets $31,495,355
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patricia Wesenberg (President/Ceo) $509,417 $0 $5,957
Jason Buchinger (Financial Advisor) $191,421 $0 $7,109
Kelly Korth (Chief Experience Officer) $133,034 $0 $5,356
Nicholas Faber (Chief Financial Officer) $127,376 $0 $4,255
Michael Koceja (Chief Technology Officer) $120,609 $0 $1,200
Alan Bergstrom (Ceo Exclamation Services) $105,767 $0 $900
Richard Voigt (Chairman) $2,095 $0 $0
Sue Shulfer (Secretary/Treasurer) $965 $0 $0
Mark Page (Vice Chair) $795 $0 $0
Herb Stephani (Director) $700 $0 $0
John Welter (Director) $565 $0 $0
Kayla Rombalski (Director) $565 $0 $0
Tom Mccarten (Director) $465 $0 $0
Bobbi Bradley (Director) $465 $0 $0
Iilee Pederson (Director) $300 $0 $0
+ View more people

Document Links

990
Filed on Oct. 8, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,914,390
Expenses
$11,235,885
Net Income
$2,678,505
Net Assets
$28,868,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,914,675
92.8%
Investment Income $971,149
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $750
0.0%
Net Fundraising $0
Sales of Assets $27,816
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $819,928
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,028,268
27.0%
Assets/Debt
Total Assets $248,218,049
Total Liabilities $219,349,614
Net Assets $28,868,435
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patricia Wesenberg (President/Ceo) $296,920 $0 $5,073
Jason Buchinger (Financial Advisor) $225,128 $0 $7,496
Kelly Korth (Chief Experience Officer) $115,141 $0 $4,805
Nicholas Faber (Chief Financial Officer) $95,759 $0 $900
Michael Koceja (Chief Technology Officer) $82,320 $0 $800
Richard Voigt (Chairman) $1,080 $0 $0
Mark Page (Vice Chair) $780 $0 $0
Sue Shulfer (Secretary/Treasurer) $650 $0 $0
Bobbi Bradley (Director) $550 $0 $0
Herb Stephani (Director) $500 $0 $0
John Welter (Director) $400 $0 $0
Tom Mccarten (Director) $350 $0 $0
Kayla Rombalski (Director) $350 $0 $0
+ View more people

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990
Filed on Oct. 7, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,973,929
Expenses
$9,798,516
Net Income
$2,175,413
Net Assets
$26,420,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,130,664
93.0%
Investment Income $845,887
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,291
0.0%
Net Fundraising $0
Sales of Assets -$6,913
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $501,882
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,722,900
27.8%
Assets/Debt
Total Assets $240,421,832
Total Liabilities $214,001,205
Net Assets $26,420,627
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patricia Wesenberg (President/Ceo) $236,663 $0 $25,413
Darlyne Keller (Chief Administration Offic) $140,314 $0 $0
Kelly Korth (Chief Experience Officer) $119,795 $0 $0
Richard Voigt (Chairman) $1,080 $0 $0
Mark Page (Vice Chair) $780 $0 $0
Sue Shulfer (Secretary/Treasurer) $650 $0 $0
Herb Stephani (Director) $500 $0 $0
Bobbi Bradley (Director) $500 $0 $0
Patti Shafto Carlson (Director) $450 $0 $0
Tom Mccarten (Director) $450 $0 $0
John Welter (Director) $400 $0 $0
Cliff Wiernik (Director) $300 $0 $0
+ View more people

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990
Filed on May 14, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

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.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,504,267
Expenses
$9,051,186
Net Income
$1,453,081
Net Assets
$22,113,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,963,024
94.8%
Investment Income $542,522
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $250
0.0%
Net Fundraising $0
Sales of Assets -$1,529
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $366,428
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,508,368
27.7%
Assets/Debt
Total Assets $224,201,044
Total Liabilities $202,087,471
Net Assets $22,113,573
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patricia Wesenberg (President/Ceo) $193,791 $0 $23,197
Sue Foth (Executive Vice President) $127,126 $0 $16,759
Richard Voigt (Chairman) $990 $0 $0
Mark Page (Vice Chair) $780 $0 $0
Sue Shulfer (Secretary/Treasurer) $685 $0 $0
John Welter (Director) $600 $0 $0
Bobbi Bradley (Director) $600 $0 $0
Patti Shafto Carlson (Director) $550 $0 $0
Herb Stephani (Director) $450 $0 $0
Tom Mccarten (Director) $450 $0 $0
Cliff Wiernik (Director) $450 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,736,233
Expenses
$8,636,495
Net Income
$1,099,738
Net Assets
$20,704,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,152,184
94.0%
Investment Income $584,049
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $365,938
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,390,534
27.7%
Assets/Debt
Total Assets $209,653,537
Total Liabilities $188,948,663
Net Assets $20,704,874
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patricia Wesenberg (President/Ceo) $186,615 $0 $26,609
Susan Foth (Executive Vice President) $94,531 $0 $33,260
Richard Voigt (Chairman) $1,080 $0 $0
Mark Page (Vice Chair) $780 $0 $0
Sue Shulfer (Secretary) $600 $0 $0
Cliff Wiernik (Director) $600 $0 $0
Herb Stephani (Director) $550 $0 $0
Patti Shafto Carlson (Director) $500 $0 $0
Bobbi Bradley (Director) $450 $0 $0
John Welter (Director) $450 $0 $0
Tom Mccarten (Director) $450 $0 $0
+ View more people

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990
Filed on May 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,257,423
Expenses
$8,751,985
Net Income
$505,438
Net Assets
$19,214,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,667,262
93.6%
Investment Income $581,448
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,713
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $491,107
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,218,696
25.4%
Assets/Debt
Total Assets $203,935,642
Total Liabilities $184,721,027
Net Assets $19,214,615
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Robert Kublank (Former Cvo) $221,390 $0 $149
Patricia Wesenberg (President/Ceo) $176,044 $0 $35,315
Susan Foth (Executive Vice President) $88,298 $0 $29,954
Richard Voigt (Chairman) $990 $0 $0
Mark Page (Vice Chair) $735 $0 $0
Bobbi Bradley (Director) $550 $0 $0
Herb Stephani (Director) $550 $0 $0
Sue Shulfer (Director) $550 $0 $0
John Welter (Director) $500 $0 $0
Patti Shafto Carlson (Director) $500 $0 $0
Tom Mccarten (Director) $500 $0 $0
Cliff Wiernik (Director) $500 $0 $0
+ View more people

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990
Filed on May 15, 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
$8,910,524
Expenses
$8,224,743
Net Income
$685,781
Net Assets
$19,404,432
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,190,410
91.9%
Investment Income $684,303
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,811
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $395,589
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,151,053
26.2%
Assets/Debt
Total Assets $194,276,643
Total Liabilities $174,872,211
Net Assets $19,404,432

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
$8,535,682
Expenses
$8,148,866
Net Income
$386,816
Net Assets
$18,517,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,992,715
93.6%
Investment Income $541,767
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,200
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $399,030
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,997,681
24.5%
Assets/Debt
Total Assets $179,777,271
Total Liabilities $161,260,243
Net Assets $18,517,028

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.

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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