2026-07-10T16:28:21-05:00 2025-12-31 363302710 ROENFELDT & LOCKAS PC 1100 COLUMBUS STREET OTTAWA IL 61350 990 2025-01-01 362282191 FINANCIAL PLUS CREDIT UNION FINA 8154331496 800 CHESTNUT STREET OTTAWA IL 61350 FIELDING LOCKAS VP - CFO 8154331496 2026-07-10 1 DUANE K LOCKAS P00194935 8154330464 2026-07-10 2025 2025-03-06 01:10:19Z FIELDING LOCKAS 800 CHESTNUT STREET OTTAWA IL 61350 38481685 0 X WWW.FINANCIALPLUS.ORG X CREDIT UNION 1951 IL THE CREDIT UNION ASSISTS THEIR MEMBERS IN THE MANAGEMENT OF THEIR FINANCIAL WELL BEING BY PROVIDING EXCEPTIONAL SERVICE TO MEMBERS. 9 9 148 0 0 0 0 0 26202427 30632769 4828004 5756885 0 0 31030431 36389654 0 0 0 0 7805679 8946093 0 0 0 17461771 19695331 25267450 28641424 5762981 7748230 528122810 580087408 462950048 504164572 65172762 75922836 EXCEPTIONAL SERVICE TO MEMBERS 0 0 PROVIDED 15,803 NON CREDIT CARD LOANS TO MEMBERS DURING 2025. PROVIDED 8,842 CREDIT CARD LOANS TO MEMBERS DURING 2025. PROVIDED 81,534 DEPOSIT ACCOUNTS TO MEMBERS DURING 2025. 0 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8233 0 1 148 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 0 0 1 1 1 1 0 X X FIELDING A LOCKAS 8154331496 800 CHESTNUT ST OTTAWA IL 61350 VINCENT KOZSDIY DIRECTOR 2.00 X 0 0 0 JOSEPH NAVARRO CHAIRPERSON 2.00 X 0 0 0 THOMAS BRETAG VICE CHAIRPERSON 2.00 X 0 0 0 CHAD COX TREASURER 2.00 X 0 0 0 ANTHONY QUIGLEY DIRECTOR 2.00 X 0 0 0 PAUL SWEEDEN DIRECTOR 2.00 X 0 0 0 ESMERALDA MARTINEZ SECRETARY 2.00 X 0 0 0 AARON BATTISTELLI DIRECTOR 2.00 X 0 0 0 DANIEL FARRELL DIRECTOR 2.00 X 0 0 0 PETER FAUTH PRESIDENT & CEO 40.00 X 354315 0 36735 DIANNE BANGERT EXECUTIVE VP & COO 40.00 X 203050 0 26651 FIELDING LOCKAS VP - CFO 40.00 X 180209 0 31327 TOM GREGOR VP - CIO 40.00 X 188966 0 26469 KATHLEEN JENKINS VP - CLO 40.00 X 90382 0 21956 LEE WILKINS VP - CMO 40.00 X 157298 0 13396 WILLIAM KOWALSKI BUILDING SUPERVISOR 40.00 X 114162 0 3692 BECKY ALBERTS-COONS DIRECTOR OF HUMAN RESOURCES 40.00 X 122201 0 22007 TRENT THREADGILL AVP OF LENDING 40.00 X 128459 0 29751 1539042 0 211984 8 0 1 0 0 LOAN INTEREST 522100 22513271 22513271 OTHER INCOME 522100 4750356 4750356 FEES & CHARGES 522100 3369142 3369142 30632769 5681397 5681397 2153350 14169 2066763 25268 86587 -11099 75488 75488 36389654 36389654 0 0 1741934 5225095 863370 628788 486906 74695 47337 598740 1161575 2434229 844871 203057 90405 1129117 168197 INTEREST ON MEMBER'S AC 5905688 MEMBER SERVICES 4772567 PROVISION FOR LOAN LOSS 2070885 SUPERVISION FEE 96920 97048 28641424 7434534 7070071 42652076 47995511 328102992 368184230 3055220 3710906 40840098 15773746 23427695 25066352 101807617 105951676 3052140 3112774 18590536 18995888 528122810 580087408 4399601 6460434 458550447 497704138 462950048 504164572 X 0 0 0 0 65172762 75922836 65172762 75922836 528122810 580087408 7748230 3001844 0 X 0 0 0 15000 15000 15000 1 CREDIT UNION POLITICAL ACTION COUNCIL 1807 WEST DIEHL ROAD NAPERVILLE IL 60563 363092340 15000 0 0 5272387 5272387 22078398 7134587 14943811 9555015 7597887 1957128 3934298 1041272 2893026 25066352 MEMBERS' SHARE AND OTHER DEPOSITS 497704138 497704138 X X X 0 0 0 PETER FAUTH PRESIDENT & CEO 268400 0 80080 0 5835 0 9862 0 26873 0 391050 0 0 0 DIANNE BANGERT EXECUTIVE VP & COO 155429 0 47621 0 0 0 7494 0 19157 0 229701 0 0 0 TOM GREGOR VP - CIO 145062 0 43904 0 0 0 7350 0 19119 0 215435 0 0 0 FIELDING LOCKAS VP - CFO 138510 0 41699 0 0 0 6304 0 25023 0 211536 0 0 0 LEE WILKINS VP - CMO 120898 0 36400 0 0 0 4714 0 8682 0 170694 0 0 0 TRENT THREADGILL AVP OF LENDING 96294 0 32165 0 0 0 4098 0 25653 0 158210 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 GENERAL MEMBERSHIP - MEMBERS/OWNERS OF THE CREDIT UNION. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER GETS 1 VOTE PER $1.00 PAR SHARE DEPOSITED IN THE CREDIT UNION. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE ON ALL ISSUES AT AN ANNUAL MEETING OR SPECIAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 11B 990 IS PREPARED BY ROENFELDT AND LOCKAS AND IS REVIEWED BY THE CFO PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEES, INCLUDING OFFICERS GO THROUGH AN ANNUAL PERFORMANCE EVALUATION AND ARE GIVEN WAGE INCREASES BASED ON PERFORMANCE, SUBJECT TO INDEPENDENT SURVEY RESULTS. FORM 990, PART VI, SECTION C, LINE 18 FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. ANNUAL REPORTS, INCLUDING YEAR END FINANCIAL STATEMENTS AND REPORTS ARE AVAILABLE IN OFFICE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. ANNUAL REPORTS, INCLUDING YEAR END FINANCIAL STATEMENTS AND REPORTS ARE AVAILABLE IN OFFICE.