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EIN 39-0860994

Simplicity Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
137
City
Marshfield
State
Wisconsin
Year formed
1949
Most recent tax filings
2022-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
A nonprofit member-owned thrift institution organized to provide financial services to individuals. Operations are primarily related to holding deposits for and making loans to members.
Related structure
Simplicity Credit Union is a child organization, under an unknown parent.
Total revenues
$19,742,402
2022
Total expenses
$17,745,967
2022
Total assets
$432,153,101
2022
Num. employees
137
2022

Program areas at Simplicity Credit Union

Holding deposits for and making loans to members

Personnel at Simplicity Credit Union

NameTitleCompensation
Nicholas FaberPresident and Chief Executive Officer$304,370
James NowakChief Financial Officer$117,586
Richard SzaboVice President of Information Technolo$136,921
Katy ZaleskiVice President of Human Resources$104,949
Jen StantonVice President of Sales$109,950
...and 13 more key personnel

Financials for Simplicity Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$17,697,664
Investment income and dividends$1,956,556
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$13,827
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$74,355
Total revenues$19,742,402

Form 990s for Simplicity Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
2021-122022-11-11990View PDF
2020-122021-11-09990View PDF
2019-122021-06-08990View PDF
2018-122019-12-20990View PDF
...and 9 more Form 990s

Organizations like Simplicity Credit Union

OrganizationLocationRevenue
Superior Choice Credit Union (SCCU)Superior, WI$30,905,234
Glacier Hills Credit UnionWest Bend, WI$9,272,339
Members Advantage Credit UnionWisconsin Rapids, WI$6,911,306
Winnebago Community Credit Union (WCCU)Oshkosh, WI$6,162,060
PCM Credit UnionGreen Bay, WI$13,994,856
Capital Credit UnionGreen Bay, WI$96,768,342
Marine Credit UnionLa Crosse, WI$77,409,562
Cloverbelt Credit Union (CCU)Wausau, WI$10,619,620
Pioneer Credit UnionGreen Bay, WI$32,603,206
Northwestern Mutual Credit UnionMilwaukee, WI$5,385,608
Data update history
December 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 25, 2023
Updated personnel
Identified 4 new personnel
August 5, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 5, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
No characteristics found
General information
Address
222 E Upham Ave
Marshfield, WI 54449
Metro area
Wausau-Weston, WI
Website URL
simplicity.coop/ 
Phone
(715) 387-3702
IRS details
EIN
39-0860994
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1949
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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