Nonprofit · EIN 38-1384940
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN
Also known as 1099 WOLVERINE STATE CREDIT UNION
Tax-exempt · ALPENA, MI 49707
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,498,738 | $7,517,019 | $981,719 | $158,152,334 | $143,646,480 | $14,505,854 |
| December 31, 2023 | 990 (amended) | $7,259,412 | $6,216,925 | $1,042,487 | $140,518,712 | $127,778,274 | $12,740,438 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,751,408
- Investment income
- $1,747,330
- Net gain from sales of assets
- -$31,392
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $173,086
- Salaries, compensation and benefits (total)
- $2,938,403
- Professional fundraising fees
- $0
- Legal fees
- $6,655
- Accounting fees
- $58,496
- Occupancy
- $140,686
- Travel
- $112,949
- Depreciation
- $185,699
Balance sheet and other
- Total assets, start of year
- $140,518,712
- Total assets, end of year
- $158,152,334
- Total liabilities, end of year
- $143,646,480
- Net assets, end of year
- $14,505,854
- Land, buildings and equipment
- $1,410,530
- Gross unrelated business income
- $43,865
- Gross receipts
- $8,530,130
- Employees
- 60
- Volunteers
- 10
- Year formed
- 1950
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICHOLAS MONTIE | MANAGER/CEO Officer | 40 | $173,086 | $10,400 |
| RUBY J HASKE | COO Officer | 40 | $105,186 | $5,200 |
| JERRY E PETERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DONALD BARTOSH | CHAIRPERSON Trustee or director | 2 | $0 | $0 |
| RANDALL T BOBOLTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICK RICHARDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT A GROCHOWSKI | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| CHELSEA MCCONNELL | TREASURER Trustee or director | 2 | $0 | $0 |
| CHELSEA WALLACE KOSS | SECRETARY Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICHOLAS MONTIE | MANAGER/CEO Officer | 40 | $161,811 | $10,350 |
| RUBY J HASKE | COO Officer | 40 | $93,464 | $5,200 |
| DONALD BARTOSH | CHAIRPERSON Trustee or director | 2 | $0 | $0 |
| RANDALL T BOBOLTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT A GROCHOWSKI | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| CHELSEA WALLACE KOSS | SECRETARY Trustee or director | 2 | $0 | $0 |
| CHELSEA MCCONNELL | TREASURER Trustee or director | 2 | $0 | $0 |
| JERRY E PETERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICK RICHARDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID WITKOWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1381 N BAGLEY ST, ALPENA, MI 49707-8101
- Principal officer (990 for 2024)
- NICHOLAS MONTIE, 1381 N BAGLEY STREET, ALPENA, MI 49707
- Signed the 990
- NICHOLAS MONTIE, MANAGER/CEO
- Phone
- (989) 356-1880
- Website
- WWW.WOLVERINESCU.COM
- Return prepared by
- STRALEY LAMP & KRAENZLEIN PC
Mission
TO BE MICHIGAN'S LEADING CREDIT UNION, DEDICATED TO THE FINANCIAL SUCCESS OF EVERY MEMBER.
Program accomplishments
- THE CREDIT UNION PROVIDES SEVERAL DEPOSIT ACCOUNT TYPES TO MEMBERS INCLUDING SAVINGS, CHECKING, CERTIFICATES AND OTHER. THE TOTAL NUMBER OF MEMBERS AT 12/31/2024 WAS 10,307.
- THE CREDIT UNION PROVIDES A VARIETY OF LOANS TO MEMBERS INCLUDING REAL ESTATE, CREIT CARD, VEHICLES AND OTHER. THE TOTAL NUMBER OF LOANS OUTSTANDING AT 12/31/2024 WAS 7,826.
- N/A
- N/A
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-1384940
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1956
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 1359: CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN
- Assets (IRS master file)
- $158,152,334
- Income (IRS master file)
- $8,530,130
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,498,738 | $7,517,019 | $158,152,334 | XML |
| 990 | December 2023 | $7,259,412 | $6,216,925 | $140,518,712 | XML |
| 990 | December 2022 | $6,150,132 | $5,594,253 | $143,548,355 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-1384940).
Questions about CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN
- What is the EIN of CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN?
- The employer identification number (EIN) of CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN is 38-1384940.
- Is CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1956.
- Are donations to CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN?
- The 990 for the year ended December 31, 2024 names NICHOLAS MONTIE.
- Who are the officers and directors of CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN?
- The 990 for the year ended December 31, 2024 lists 9 people; 2 received compensation from the organization, the highest $173,086 (NICHOLAS MONTIE, MANAGER/CEO).
- How much revenue does CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,498,738, expenses of $7,517,019 and total assets of $158,152,334 at year end.
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