Nonprofit · EIN 42-0670996
ADVANTAGE CREDIT UNION
Also known as 0257 ADVANTAGE CREDIT UNION
Tax-exempt · NEWTON, IA 50208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $7,925,028 | $5,923,019 | $2,002,009 | $103,675,172 | $87,962,418 | $15,712,754 |
| December 31, 2024 | 990 | $8,755,539 | $10,692,035 | -$1,936,496 | $102,785,168 | $89,124,423 | $13,660,745 |
| December 31, 2023 | 990 | $8,410,932 | $7,590,131 | $820,801 | $129,030,724 | $113,433,482 | $15,597,242 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,407,141
- Investment income
- $1,239,859
- Other revenue
- $1,278,028
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $393,449
- Other salaries and wages
- $928,700
- Salaries, compensation and benefits (total)
- $1,595,303
- Professional fundraising fees
- $0
- Legal fees
- $116,506
- Accounting fees
- $20,004
- Occupancy
- $128,776
- Travel
- $37,815
- Depreciation
- $216,562
- Program services (functional)
- $5,923,019
Balance sheet and other
- Total assets, start of year
- $102,785,168
- Total assets, end of year
- $103,675,172
- Total liabilities, end of year
- $87,962,418
- Net assets, end of year
- $15,712,754
- Land, buildings and equipment
- $2,274,130
- Gross unrelated business income
- $5,901
- Gross receipts
- $7,925,028
- Employees
- 32
- Volunteers
- 0
- Year formed
- 1937
- State of legal domicile
- IA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE BRICKMAN | CEO Officer | 40 | $147,628 | $28,105 |
| JENNIFER TIMMINS | COO Officer | 40 | $101,109 | $24,328 |
| LECIA DOWNS | ACCOUNTING VP Officer | 40 | $77,736 | $14,543 |
| KIM CLARK | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| JOEL BUCKLIN | VICE CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 |
| CLINT GOTTA | BOARD CFO Trustee or director, Officer | 0.2 | $0 | $0 |
| HOLLIE VANWYK | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| JANE ODLAND | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JENNI PATTY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| MONICA RAE | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| TIM SAUNDERS | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| MICHELLE MODLIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE BRICKMAN | CEO Officer | 40 | $168,874 | $35,987 |
| MICHELLE OUREN | FORMER COO Former | 40 | $91,912 | $8,590 |
| JENNIFER TIMMINS | COO Officer | 40 | $71,847 | $21,239 |
| KIM CLARK | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| JOEL BUCKLIN | VICE CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 |
| CLINT GOTTA | BOARD CFO Trustee or director, Officer | 0.2 | $0 | $0 |
| HOLLIE VANWYK | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| JANE ODLAND | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JENNI PATTY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| MONICA RAE | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| TIM SAUNDERS | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| MICHELLE MODLIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE BRICKMAN | CEO Officer | 40 | $144,950 | $35,488 |
| ANGIE GINGERY | EVP Officer | 40 | $99,205 | $6,139 |
| MICHELLE OUREN | COO Officer | 40 | $85,721 | $9,853 |
| KIM CLARK | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| DARLA MODLIN | VICE CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 |
| CLINT GOTTA | BOARD CFO Trustee or director, Officer | 0.5 | $0 | $0 |
| HOLLIE VANWYK | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| JOEL BUCKLIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JANE ODLAND | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| MICHELLE MODLIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JENNI PATTY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| TIM SAUNDERS | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 121 W 3RD ST N, NEWTON, IA 50208-3040
- In care of
- % DBA ADVANTAGE CREDIT UNION
- Principal officer (990 for 2025)
- LESLIE BRICKMAN, 121 WEST 3RD STREET NORTH, NEWTON, IA 50208
- Signed the 990
- LESLIE BRICKMAN, CEO
- Phone
- (641) 792-5660
- Website
- WWW.ACUIOWA.ORG
- Return prepared by
- GARDINER COMPANY PC
Mission
ADVANTAGE CREDIT UNION WILL CONTINUE TO MEET THE NEEDS OF THOSE WITHIN THEIR FIELD OF MEMBERSHIP AND STRIVE TOWARD CREATING NEW RELATIONSHIPS BY PROMOTING THRIFT, PROVIDING CREDIT AT REASONALBLE RATES AND PROVIDING OTHER FINANCIAL SERVICES.
Program accomplishments
- ADVANTAGE CREDIT UNION CONTINUES TO MEET THE NEEDS OF THOSE WITHIN THEIR FIELD OF MEMBERSHIP BY PROVIDING FINANCIAL PRODUCTS AND SERVICES TO ITS MEMBERS INCLUDING SAVING ACCOUNTS, CHECKING ACCOUNTS, LOAN ACCOUNTS AND CREDIT/DEBIT CARD ACCOUNTS. 7,165 MEMBERS WERE SERVED DURING THE 2025 TAX YEAR.Expenses $5,923,019 · revenue $6,679,268
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 | 990 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
- 42-0670996
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $103,675,172
- Income (IRS master file)
- $7,925,028
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $7,925,028 | $5,923,019 | $103,675,172 | XML |
| 990 | December 2024 | $8,755,539 | $10,692,035 | $102,785,168 | XML |
| 990 | December 2023 | $8,410,932 | $7,590,131 | $129,030,724 | XML |
| 990 | December 2022 | $5,005,661 | $4,642,527 | $105,606,884 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 42-0670996).
Questions about ADVANTAGE CREDIT UNION
- What is the EIN of ADVANTAGE CREDIT UNION?
- The employer identification number (EIN) of ADVANTAGE CREDIT UNION is 42-0670996.
- Is ADVANTAGE CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14).
- Which annual return does ADVANTAGE CREDIT UNION 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 ADVANTAGE CREDIT UNION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADVANTAGE CREDIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ADVANTAGE CREDIT UNION?
- The 990 for the year ended December 31, 2025 names LESLIE BRICKMAN.
- Who are the officers and directors of ADVANTAGE CREDIT UNION?
- The 990 for the year ended December 31, 2025 lists 12 people; 3 received compensation from the organization, the highest $147,628 (LESLIE BRICKMAN, CEO).
- How much revenue does ADVANTAGE CREDIT UNION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $7,925,028, expenses of $5,923,019 and total assets of $103,675,172 at year end.
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