2026-08-31T17:22:29-04:00 2025-12-31 461065712 BRENT WOOKEY CPA PO BOX 1512 LA CROSSE WI 546021512 990 2025-01-01 420329305 AIM CREDIT UNION AIMC 5635853737 1200 ASSOCIATES DRIVE DUBUQUE IA 52002 MIKE MORONEY PRESIDENT / CEO 5635853737 2026-08-27 true BRENT WOOKEY CPA P00062439 6087920843 2026-08-31 X 2025 MIKE MORONEY 1200 ASSOCIATES DRIVE DUBUQUE IA 52002 10246410 false X AIMCREDITUNION.COM X 1933 IA TO DELIVER EXCEPTIONAL SERVICE AND PERSONALIZED FINANCIAL SOLUTIONS THAT HELP OUR MEMBERS ACHIEVE THEIR GOALS. 11 11 33 11 41197 15000 45000 7833428 8243807 1995301 1940447 25382 17156 9869111 10246410 23156 61864 0 2430126 2646226 0 0 6118354 5997534 8571636 8705624 1297475 1540786 188296718 187969944 164251264 162148159 24045454 25821785 TO DELIVER EXCEPTIONAL SERVICE AND PERSONALIZED FINANCIAL SOLUTIONS THAT HELP OUR MEMBERS ACHIEVE THEIR GOALS. false false THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 1,953 NEW DEPOSIT ACCOUNTS IN 2025. AS OF 12/31/25 WE HAD 14,208 MEMBERS. THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 2,249 NEW LOANS DURING 2025. AS OF 12/31/25 WE HAD 7,247 OUTSTANDING LOANS RECEIVABLE. false true false false false false false true false true false false false true false false false false false false false false false false false false false true true false false false false false false false false false false false false false false true 5197 0 true 33 false true true false false false false false false false X 11 11 false false false false true true true true true false false false true true true true true true true false X MIKE MORONEY 5635853737 1200 ASSOCIATES DRIVE DUBUQUE IA 52002 MIKE MORONEY PRESIDENT / 50.00 X 301132 0 108623 DENICE HABEL VP OF OPERAT 45.00 X 167019 0 65057 JACK SCHUMACHER CHAIRMAN 1.00 X X 0 0 0 JEFF EDDY VICE CHAIR 0.50 X X 0 0 0 BECKY JENKINS SECRETARY 0.50 X X 0 0 0 ELIZABETH MILLER DIRECTOR/AUD 0.50 X 0 0 0 MARK ARTHOFER DIRECTOR 0.50 X 0 0 0 VINCE COPELAND DIRECTOR 0.50 X 0 0 0 SANDY EVEN DIRECTOR 0.50 X 0 0 0 SHELLEY FITZGERALD DIRECTOR 0.50 X 0 0 0 JOESPH KUBESHESKI DIRECTOR 0.50 X 0 0 0 JOHN MICKELSON DIRECTOR 0.50 X 0 0 0 JEREMY WULFEKHULE DIRECTOR 0.50 X 0 0 0 468151 173680 2 false true false SHAZAM 6700 PIONEER PARKWAY JOHNSTON IA 50131 DEBIT CARD PROC 482454 BRADFORD SCOTT DATA CORP PO BOX 778963 CHICAGO IL 60677 CORE SYSTEM 338154 RSM 5115 PAYSHERE CIRCLE CHICAGO IL 60674 IT SERVICES 268986 CO-OP FINANCIAL SERVICES 1500 NW 118TH ST CLIVE IA 50325 CARD PROCESSING 196003 LKCS LLC 4130 PLANK ROAD PERU IL 61354 MAILING SERVCS 183958 6 45000 45000 INTEREST ON LOANS 522130 7044121 7044121 OTHER MEMBER RELATED INCOME 522130 959536 959536 MEMBER FEE INCOME 522130 198953 198953 FEE & INSURANCE REVENUE 520000 41197 41197 8243807 1940447 1940447 17156 17156 10246410 8202610 41197 1957603 16864 45000 468151 1420151 166600 419721 171603 27034 408806 129561 811998 372838 153670 49700 521 340685 50421 DIVIDENDS EXPENSES 2403646 DEBIT & CREDIT CARD EXP 720606 CREDIT LOSS EXPENSE 528048 8705624 0 0 0 2289800 2102076 39840419 42702056 121418347 126948589 175970 157656 9604302 3306188 6198994 6298114 11850366 3234600 428910 252300 6093912 6274553 188296718 187969944 617220 458459 738785 789173 162895259 160900527 164251264 162148159 X 24045454 25821785 24045454 25821785 188296718 187969944 1540786 235545 X false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 1318924 1318924 6022521 1471467 4551054 483244 317568 165676 1779613 1517153 262460 6298114 MEMBER SHARES & DEPOSITS 161448384 DEF COMP 457F PLAN 240032 OFF BAL SHEET CREDIT LOSS ALLOWANCE 1284 ESCROW DEPOSITS TO LINE 21 BAL SHEET -789173 160900527 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE CREDIT UNION HOLDS FUNDS IN ESCROW ACCOUNTS FOR PROPERTY TAXES AND HOMEOWNERS INSURANCE RELATED TO MORTGAGE LOANS. true URBAN 1ST TIME HOME BUYER 3 45000 SCHEDULE I, PAGE 1, PART I, LINE 2 URBAN FIRST TIME HOME BUYER FUND HOUSING ASSISTANCE MEMBER APPLIES FOR HOME LOAN PRE-APPROVAL. THE CREDIT UNION DETERMINES IF THE MEMBER IS A FIRST TIME HOME BUYER, IF THEY ARE PURCHASING IN AN URBAN AREA, AND IF THEIR INCOME IS WITHIN THE SPECIFIED INCOME GUIDELINES. THE BORROWER IS REQUIRED TO COMPLETE A FIRST TIME HOME BUYER EDUCATION PROGRAM. PART III, COLUMN (B) AND (C) THREEE INDIVIDUALS WERE SELECTED IN 2025 TO RECEIVE ASSISTANCE OF 15,000 EACH. THE FUNDING WAS PROVIDED BY A FHLB PASS THROUGH GRANT. X X X false true false MIKE MORONEY PRESIDENT / CEO 276132 25000 83466 25157 409755 DENICE HABEL VP OF OPERATIONS 157428 9591 39900 25157 232076 SCHEDULE J, PAGE 1, PART I, LINE 4 MIKE MORONEY 0 55,644 0 DENICE HABEL 0 23,940 0 SCHEDULE J, PART III THE PRESIDENT/CEO AND THE VP OF OPERATIONS PARTICIPATE IN A 457F PLAN. THE AMOUNTS SHOWN ABOVE ARE THE CONTRIBUTION TO THE PLAN FOR THIS CALENDAR YEAR. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS. TO BE A MEMBER ONE MUST HAVE A SHARE (SAVINGS) ACCOUNT AT THE CREDIT UNION. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY THE CREDIT UNION MEMBERS. EACH MEMBER HAS ONE VOTE. FORM 990, PAGE 6, PART VI, LINE 7B A MEMBER VOTE IS REQUIRED FOR DECISIONS WHICH ARE BEYOND THE AUTHORITY OF THE BOARD OF DIRECTORS. ITEMS WHICH REQUIRE A MEMBERSHIP VOTE ARE OUTLINED AND SPECIFIED IN OUR BYLAWS. EACH MEMBER HAS ONE VOTE. FORM 990, PAGE 6, PART VI, LINE 11B MANAGEMENT PROVIDES NECESSARY DATA TO INDEPENDENT CPA WHO COMPLETES THE RETURN. MANAGEMENT REVIEWS THE RETURN FOR ACCURACY, AND THEN AUTHORIZES CPA TO E-FILE THE APPROVED RETURN. MANAGEMENT REVIEWS THE RETURN WITH THE DIRECTORS AT THEIR NEXT BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C DIRECTORS AND EMPLOYEES ANNUALLY COMPLETE A FORM LISTING ANY POSSIBLE CONFLICTS OF INTEREST. THESE FORMS ARE REVIEWED TO ENSURE COMPLIANCE. FORM 990, PAGE 6, PART VI, LINE 15A BOARD OF DIRECTORS COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR PRESIDENT/CEO. COMMITTEE USES A TRUSTAGE SALARY SURVEY AS A PART OF THEIR PROCESS. RECOMMENDATIONS ARE SUUBMITTED TO FULL BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B BOARD OF DIRECTORS COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR VICE PRESIDENT OF OPERATIONS. COMMITTEE USES A TRUSTAGE SALARY SURVEY AS A PART OF THEIR PROCESS. RECOMMENDATIONS ARE SUUBMITTED TO FULL BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS BY REQUEST.