Badger Globe Credit Union FY2024 filing

Neenah, WIUnknown exempt organizationSince 1947 EIN 39-0796087Revenue $2.6M in FY2024Latest return filed May 6, 2026

On file with the IRSbadgerglobecu.orgNeenah, WI

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $1,000 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

To exceed our members' expectations through exceptional service.

$391K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $138K a year · 6% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$391K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
39 mo
of spending, in cash
Looks good: 39.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $18K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$43.9M
86% of total assets
Concern: liabilities are 86% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.6M
+16% vs prior year
Spent
$2.5M
To programs
0%
Net assets
$7.2M
By yearFY2020–FY2025
Revenue
$2.6M
FY2024▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$1.8M
FY2022$1.9M
FY2023$2.2M
FY2024$2.6M
FY2025$2.7M
Expenses
$2.5M
FY2024▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.5M
FY2022$1.7M
FY2023$2.2M
FY2024$2.5M
FY2025$2.6M
Net assets
$7.2M
FY2024▲ +0.7%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.7M
FY2021$7.0M
FY2022$7.2M
FY2023$7.1M
FY2024$7.2M
FY2025$7.2M

From the FY2024 Form 990 · see the original

Give Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

13 people listed on the 990; $391K paid to officers and key staff.

Part VII, Section A · reportable compensation
President /
$116,233Pt VII · Sec A
VP Operation
$94,068Pt VII · Sec A
$91,700Pt VII · Sec A
$44,036Pt VII · Sec A
$41,832Pt VII · Sec A
Director
$460Pt VII · Sec A
$420Pt VII · Sec A
$385Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Heidi Moore—$150$360$360$30$379,907
Annita Hutter$131,507$116,233$111,419$101,114$11,158—
Carla Watson$300$360$300$81,330$123,127$117,338
Joshua Lee$108,702$94,068$79,190$65,086$56,853—
Michael Mehlberg$96,553$41,832————
Michael Mallow$16,802$91,700$86,860$22,862——
Thomas Linskens———$85,403$79,969—
Michael Shadduck—$44,036$83,335$1,716——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Badger Globe Credit Union executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Provides exceptional service to exceed members' expectations.

Questions for Badger Globe Credit Union

Tap to ask. Badger Globe Credit Union sees how many people are interested.

Your first name shows with your question. Badger Globe Credit Union answers here, for everyone.

2 programs · in their own filed words · FY2024
01

The credit union has several types of loan programs available for our members. We funded 1,019 new loans during 2024. As of 12/31/24 we had 1,776 loans receivable.

Pt IX · col B
02

The credit union has various types of deposit accounts available for our members. We added 542 new deposit accounts in 2024. As of 12/31/24 we had 2,573 members.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$18K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.6M
Ln 12
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$622K
Gifts and grantsLn 1h$10K
Money outPt IX
$2.5M
Ln 25
Owns and owesPt X
$7.2M
net assets · Ln 32
Cash and savingsLn 1–2$8.3M
Total assetsLn 16$51.1M
LiabilitiesLn 26$43.9M
PeoplePt VI, VII
13
listed · VII A
PaidVII A13
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$622K
Other incomeLn 4–11$3K
Gains on assetsLn 7$4K
Total revenueLn 12$2.6M
Assets in detailPt X, end of year
CashLn 1$189K
SavingsLn 2$8.1M
Cash and savings togetherLn 1–2$8.3M
Loans to officers and key peopleLn 5$820
Notes and loans receivableLn 7$30.6M
Prepaid expenses and deferred chargesLn 9$87K
Land, buildings, equipmentLn 10c$400K
InvestmentsLn 11–13$7.3M
Other assetsLn 15$4.4M
Total assetsLn 16$51.1M
LiabilitiesLn 26$43.9M
Net assetsLn 32$7.2M
OperationsPt I, VI
EmployeesI 516
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$6.9M$8.3M
InvestmentsLn 11–13$7.1M$7.3M
Land, buildings, equipmentLn 10c$366K$400K
Total assetsLn 16$51.8M$51.1M
LiabilitiesLn 26$44.7M$43.9M
Net assetsLn 32$7.1M$7.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1K
Grants to domestic individualsLn 2$2K
Pay of current officers, directors and key staffLn 5$391K
Other salaries and wagesLn 7$354K
Pension plan contributionsLn 8$47K
Other employee benefitsLn 9$96K
Payroll taxesLn 10$56K
Legal feesLn 11b$13K
Accounting feesLn 11c$6K
Other fees for servicesLn 11g$54K
Advertising and promotionLn 12$62K
Office expensesLn 13$337K
Information technologyLn 14$191K
OccupancyLn 16$48K
TravelLn 17$8K
Conferences, conventions and meetingsLn 19$11K
InterestLn 20$3K
Depreciation, depletion and amortizationLn 22$64K
InsuranceLn 23$37K
Other expenses (24a–d)Ln 24$747K
All other expensesLn 24e$10K
Total functional expensesLn 25$2.5M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 6, 2026 $2.7M$2.6M$36K$7.2M 990 PDF
FY2024 ViewingFiled with the IRS Aug 15, 2025 $2.6M$2.5M$49K$7.2M 990 PDF
FY2023Filed with the IRS May 3, 2024 $2.2M$2.2M$29K$7.1M 990 PDF
FY2022Filed with the IRS Jun 21, 2023 $1.9M$1.7M$177K$7.2M 990 PDF
FY2021Filed with the IRS Oct 25, 2022 $1.8M$1.5M$312K$7.0M 990 PDF
FY2020Filed with the IRS Sep 14, 2021 $1.9M$1.7M$227K$6.7M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,587,066 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $15,000$10,100
I-9 Program service revenuePrior year $1,798,847$1,952,657
I-10 Investment incomePrior year $415,561$621,563
I-11 Other revenuePrior year $2,703$2,746
I-12 Total revenuePrior year $2,232,111$2,587,066
I-13 Grants and similar amounts paidPrior year $7,982$3,015
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $917,451$943,911
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,277,466$1,591,202
I-18 Total expensesPrior year $2,202,899$2,538,128
I-19 Revenue less expensesPrior year $29,212$48,938
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,587,066 across 7 lines filed
VIII-1f All other contributions, gifts and grants$10,100
VIII-1h Total contributions, gifts and grants$10,100
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,951,457 · Unrelated business $1,200$1,952,657
VIII-3 Investment incomeExcluded from tax $617,263$617,263
VIII-5 RoyaltiesExcluded from tax $2,746$2,746
VIII-7 Net gain or loss on sales of assetsRelated to mission $4,300$4,300
VIII-12 Total revenueRelated to mission $1,955,757 · Unrelated business $1,200 · Excluded from tax $620,009$2,587,066
Part IX · Statement of functional expenses $2,538,128 across 21 lines filed
IX-1 Grants to domestic organizations$1,489
IX-2 Grants to domestic individuals$1,526
IX-5 Pay of current officers, directors and key staff$390,594
IX-7 Other salaries and wages$354,043
IX-8 Pension plan contributions$46,568
IX-9 Other employee benefits$96,377
IX-10 Payroll taxes$56,329
IX-11b Legal fees$13,174
IX-11c Accounting fees$5,995
IX-11g Other fees for services$53,685
IX-12 Advertising and promotion$61,865
IX-13 Office expenses$337,406
IX-14 Information technology$191,227
IX-16 Occupancy$47,540
IX-17 Travel$8,180
IX-19 Conferences, conventions and meetings$10,930
IX-20 Interest$3,485
IX-22 Depreciation, depletion and amortization$63,530
IX-23 Insurance$36,712
IX-24 Other expenses (24a–d)$747,373
IX-24e All other expenses$10,100
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$2,538,128
Part X · Balance sheet $51,087,461 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $169,667$189,252
X-2 Savings and temporary cash investmentsStart of year $6,723,616$8,087,228
X-5 Loans to officers and key peopleStart of year $1,340$820
X-7 Notes and loans receivableStart of year $32,955,118$30,630,919
X-9 Prepaid expenses and deferred chargesStart of year $109,312$87,282
X-10c Land, buildings and equipment, netStart of year $366,228$399,834
X-13 Program-related investmentsStart of year $7,069,208$7,316,651
X-15 Other assetsStart of year $4,445,619$4,375,475
X-16 Total assetsStart of year $51,840,108$51,087,461
X-17 Accounts payable and accrued expensesStart of year $493,560$363,697
X-23 Secured mortgages and notes payableStart of year $250,299$225,653
X-25 Other liabilitiesStart of year $43,965,747$43,318,671
X-26 Total liabilitiesStart of year $44,709,606$43,908,021
X-31 Retained earnings or endowmentStart of year $7,130,502$7,179,440
X-32 Total net assets or fund balancesStart of year $7,130,502$7,179,440
X-33 Total liabilities and net assetsStart of year $51,840,108$51,087,461
Part XI · Reconciliation of net assets $7,179,440 net assets at year end
XI-1 Total revenue$2,587,066
XI-2 Total expenses$2,538,128
XI-3 Revenue less expenses$48,938
XI-4 Net assets at start of year$7,130,502
XI-10 Net assets at end of year$7,179,440

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.