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Brokaw Credit Union

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Organization summary might be incomplete or out of date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
$4.14M (2024)

Expenses
$3.27M (2024)

Total Assets
$67.6M (2024)

Total Liabilities
$60.1M (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,136,002
Expenses
$3,273,759
Net Income
$862,243
Net Assets
$7,493,449
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,180,368
76.9%
Investment Income $948,420
22.9%
Bond Proceeds $0
Royalties $7,214
0.2%
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 $213,694
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $683,230
20.9%
Assets/Debt
Total Assets $67,559,492
Total Liabilities $60,066,043
Net Assets $7,493,449
Compensation
Key Employees and Officers Compensation Related Other
Lori Berry (President/Ce) $113,317 $0 $19,058
Roger Krause (Accounting M) $93,527 $0 $23,644
Sandy Oestreich (Chair) $1,955 $0 $0
Richard Burch (Treasurer) $1,140 $0 $0
Steve Frazier (Director) $1,080 $0 $0
Mark Golding (Vice Chair) $1,080 $0 $0
Gwyn Leu (Secretary) $935 $0 $0
Terry Radtke (Director) $660 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,641,938
Expenses
$2,780,637
Net Income
$861,301
Net Assets
$6,631,206
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,268,782
62.3%
Investment Income $1,382,318
38.0%
Bond Proceeds $0
Royalties $7,069
0.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$16,231
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $185,837
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $630,289
22.7%
Assets/Debt
Total Assets $66,715,785
Total Liabilities $60,084,579
Net Assets $6,631,206
Compensation
Key Employees and Officers Compensation Related Other
Lori Berry (President/Ce) $100,428 $0 $15,202
Roger Krause (Accounting M) $80,314 $0 $27,878
Sandy Oestreich (Chair) $1,545 $0 $0
Gwyn Leu (Secretary) $1,060 $0 $0
Terry Radtke (Director) $675 $0 $0
Richard Burch (Treasurer) $630 $0 $0
Mark Golding (Vice Chair) $615 $0 $0
Steve Frazier (Director) $570 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,760,795
Expenses
$2,468,232
Net Income
$292,563
Net Assets
$5,751,302
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,000
0.4%
Program Services $1,951,743
70.7%
Investment Income $677,192
24.5%
Bond Proceeds $0
Royalties $7,190
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $113,670
4.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $165,558
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $618,407
25.1%
Assets/Debt
Total Assets $70,995,731
Total Liabilities $65,244,429
Net Assets $5,751,302
Compensation
Key Employees and Officers Compensation Related Other
Lori Berry (President/Ce) $88,388 $0 $14,107
Roger Krause (Accounting M) $72,795 $0 $29,499
Sandy Oestreich (Chair) $1,305 $0 $0
Gwyn Leu (Secretary) $910 $0 $0
Mark Golding (Vice Chair) $540 $0 $0
Richard Burch (Treasurer) $495 $0 $0
Terry Radtke (Director) $495 $0 $0
Steve Frazier (Director) $405 $0 $0
Tara Smith (Director) $225 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,588,172
Expenses
$2,388,352
Net Income
$199,820
Net Assets
$5,458,739
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,221,829
85.8%
Investment Income $360,612
13.9%
Bond Proceeds $0
Royalties $7,117
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,386
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $166,426
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $635,274
26.6%
Assets/Debt
Total Assets $70,165,922
Total Liabilities $64,707,183
Net Assets $5,458,739
Compensation
Key Employees and Officers Compensation Related Other
Lori Berry (President/Ce) $87,170 $0 $13,141
Mary Zillman (Pres/Ceo (Th) $74,596 $0 $10,758
Sandy Oestreich (Chair) $1,155 $0 $0
Terry Radtke (Director) $765 $0 $0
Richard Burch (Treasurer) $540 $0 $0
Mark Golding (Vice Chair) $540 $0 $0
Gwyn Leu (Secretary) $535 $0 $0
William Rose (Director) $405 $0 $0
Tara Smith (Director) $315 $0 $0
Jessica Van Vuren (Director) $225 $0 $0
Gary Litrenta (Director) $180 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,714,931
Expenses
$2,518,663
Net Income
$196,268
Net Assets
$5,258,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,283,635
84.1%
Investment Income $423,427
15.6%
Bond Proceeds $0
Royalties $7,412
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $457
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $181,447
7.2%
Professional Fundraising Fees $0
Other Salaries and Wages $633,208
25.1%
Assets/Debt
Total Assets $63,141,187
Total Liabilities $57,882,268
Net Assets $5,258,919
Compensation
Key Employees and Officers Compensation Related Other
Mary Zillman (President /) $91,027 $0 $13,355
Lori Berry (Vice Preside) $85,520 $0 $13,058
Terry Radtke (Chair) $1,215 $0 $0
Sandy Oestreich (Secretary) $840 $0 $0
Mark Golding (Director) $630 $0 $0
Gary Litrenta (Vice Chair) $595 $0 $0
Jessica Van Vuren (Treasurer) $585 $0 $0
Richard Burch (Director) $540 $0 $0
William Rose (Director) $270 $0 $0
Gene Hellman (Director) $225 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,763,672
Expenses
$2,500,024
Net Income
$263,648
Net Assets
$5,062,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,225,180
80.5%
Investment Income $519,602
18.8%
Bond Proceeds $0
Royalties $7,265
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,625
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $169,902
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $651,143
26.0%
Assets/Debt
Total Assets $53,770,645
Total Liabilities $48,707,994
Net Assets $5,062,651
Compensation
Key Employees and Officers Compensation Related Other
Mary Zillman (President /) $85,656 $0 $13,068
Lori Berry (Vice Preside) $79,066 $0 $12,716
Terry Radtke (Chair) $1,395 $0 $0
William Rose (Secretary) $770 $0 $0
Richard Burch (Director) $675 $0 $0
Gene Hellman (Director) $630 $0 $0
Gary Litrenta (Vice Chair) $585 $0 $0
Jessica Van Vuren (Treasurer) $585 $0 $0
Sandy Oestreich (Director) $540 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,561,746
Expenses
$2,213,165
Net Income
$348,581
Net Assets
$4,799,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,107,144
82.3%
Investment Income $408,572
15.9%
Bond Proceeds $0
Royalties $8,058
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $37,972
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $164,837
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $610,390
27.6%
Assets/Debt
Total Assets $52,850,339
Total Liabilities $48,051,336
Net Assets $4,799,003
Compensation
Key Employees and Officers Compensation Related Other
Mary Zillman (President /) $81,959 $0 $15,790
Lori Berry (Vice Preside) $77,523 $0 $13,852
Terry Radtke (Chair) $1,360 $0 $0
Richard Burch (Director) $935 $0 $0
William Rose (Secretary) $890 $0 $0
Gene Hellman (Director) $655 $0 $0
Jessica Van Vuren (Treasurer) $650 $0 $0
Gary Litrenta (Vice Chair) $595 $0 $0
Sandy Oestreich (Director) $270 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,396,890
Expenses
$2,142,170
Net Income
$254,720
Net Assets
$4,450,422
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,072,833
86.5%
Investment Income $309,673
12.9%
Bond Proceeds $0
Royalties $8,055
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $168
0.0%
Net Inventory Sales $0
Other Revenue $6,161
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $163,740
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $653,278
30.5%
Assets/Debt
Total Assets $51,996,209
Total Liabilities $47,545,787
Net Assets $4,450,422
Compensation
Key Employees and Officers Compensation Related Other
Mary Zillman (President) $80,215 $0 $10,828
Lori Berry (Vp) $78,874 $0 $9,511
Terry Radtke (Chair) $1,445 $0 $0
William Rose (Secretary) $780 $0 $0
Jessica Van Vuren (Treasurer) $600 $0 $0
Jamie Schlei (Director) $465 $0 $0
Richard Burch (Director) $440 $0 $0
Geme Hellman (Director) $400 $0 $0
Gary Litrenta (Vice Chair) $400 $0 $0
Geri Kuehner (Director) $120 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,127,892
Expenses
$1,914,722
Net Income
$213,170
Net Assets
$4,195,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,865,135
87.7%
Investment Income $248,409
11.7%
Bond Proceeds $0
Royalties $7,862
0.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $150
0.0%
Net Inventory Sales $0
Other Revenue $6,336
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $158,635
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $587,486
30.7%
Assets/Debt
Total Assets $51,059,704
Total Liabilities $46,864,002
Net Assets $4,195,702
Compensation
Key Employees and Officers Compensation Related Other
Mary Zillman (Ceo) $79,567 $0 $8,384
Lori Berry (Vp) $73,574 $0 $7,117
Richard Burch (Director) $1,174 $0 $0
William Rose (Secretary) $975 $0 $0
Terry Radtke (Chair) $965 $0 $0
Jamie Thomas Schlei (Director) $545 $0 $0
Gary Litrenta (Vice Chair) $525 $0 $0
Regan Kovacich (Director) $510 $0 $0
Jessica Van Vuren (Treasurer) $360 $0 $0
Geri Kuehner (Director) $320 $0 $0
Lauri Mc Donald (Director) $120 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,978,177
Expenses
$2,035,448
Net Income
-$57,271
Net Assets
$3,982,532
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,765,074
89.2%
Investment Income $197,990
10.0%
Bond Proceeds $0
Royalties $7,711
0.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,402
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $156,022
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $574,028
28.2%
Assets/Debt
Total Assets $49,245,955
Total Liabilities $45,263,423
Net Assets $3,982,532
Compensation
Key Employees and Officers Compensation Related Other
Mary Zillman (Ceo) $79,568 $0 $11,392
Lori Berry (Vp) $72,265 $0 $9,054
Richard Burch (Director) $1,285 $0 $0
Regan Kovacich (Chair) $845 $0 $0
William Rose (Secretary) $575 $0 $0
Jamie Thomas Schlei (Director) $475 $0 $0
Terry Radtke (Vice Chair) $410 $0 $0
Gary Litrenta (Treasurer) $360 $0 $0
Lauri Mc Donald (Director) $240 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,069,019
Expenses
$1,889,142
Net Income
$179,877
Net Assets
$4,039,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,895,502
91.6%
Investment Income $173,041
8.4%
Bond Proceeds $0
Royalties $6,799
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$12,996
Net Inventory Sales $0
Other Revenue $6,673
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $155,097
8.2%
Professional Fundraising Fees $0
Other Salaries and Wages $555,363
29.4%
Assets/Debt
Total Assets $46,776,166
Total Liabilities $42,736,363
Net Assets $4,039,803
Compensation
Key Employees and Officers Compensation Related Other
Mary Zillman (Ceo) $78,035 $0 $11,007
Lori Berry (Vp) $72,742 $0 $8,621
Regan Kovacich (Chair) $1,150 $0 $0
Lauri Mc Donald (Secretary) $715 $0 $0
Terry Radtke (Vice Chair) $525 $0 $0
Jamie Thomas Schlei (Director) $505 $0 $0
Gary Litrenta (Treasurer) $480 $0 $0
William Rose (Director) $440 $0 $0
Ricahard Burch (Director) $360 $0 $0
Dan Young (Director) $80 $0 $0
Marguerite Donnelly (Director) $65 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,170,839
Expenses
$1,912,912
Net Income
$257,927
Net Assets
$3,859,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,033,429
93.7%
Investment Income $114,509
5.3%
Bond Proceeds $0
Royalties $7,138
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,763
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $148,525
7.8%
Professional Fundraising Fees $0
Other Salaries and Wages $553,714
28.9%
Assets/Debt
Total Assets $46,626,589
Total Liabilities $42,766,663
Net Assets $3,859,926
Compensation
Key Employees and Officers Compensation Related Other
Mary Zillman (Ceo) $74,152 $0 $7,176
Lori Berry (Vp Of Tech & Lending) $70,069 $0 $6,312
Regan Kovacich (Chair) $1,105 $0 $0
Terry Radtke (Vice Chair) $585 $0 $0
Jamie Thomas Schlei (Director) $565 $0 $0
Marguerite Donnelly (Secretary) $555 $0 $0
Lauri Mc Donald (Director) $535 $0 $0
Dan Young (Director) $500 $0 $0
Gary Litrenta (Treasurer) $460 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,574,141
Expenses
$2,391,800
Net Income
$182,341
Net Assets
$3,601,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,487,156
96.6%
Investment Income $68,860
2.7%
Bond Proceeds $0
Royalties $17,152
0.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,182
Net Inventory Sales $0
Other Revenue $6,155
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $141,751
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $548,312
22.9%
Assets/Debt
Total Assets $47,105,219
Total Liabilities $43,503,220
Net Assets $3,601,999

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,867,145
Expenses
$3,620,089
Net Income
-$752,944
Net Assets
$3,419,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,831,370
98.8%
Investment Income $77,224
2.7%
Bond Proceeds $0
Royalties $6,825
0.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$52,432
Net Inventory Sales $0
Other Revenue $4,158
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $234,839
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $607,000
16.8%
Assets/Debt
Total Assets $46,553,664
Total Liabilities $43,134,006
Net Assets $3,419,658

Document Links

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

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

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

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

About This Data

What Is 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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