Mission
A NONPROFIT MEMBER-OWNED THRIFT INSTITUTION ORGANIZED TO PROVIDE FINANCIAL SERVICES TO INDIVIDUALS. OPERATIONS ARE PRIMARILY RELATED TO HOLDING DEPOSIT FOR AND MAKING LOANS TO MEMBERS.
Public Charity
SIMPLICITY CREDIT UNION
Based in MARSHFIELD, WI, SIMPLICITY CREDIT UNION operates as a Public Charity. The organization reported $32.5M in revenue, $29.7M in expenses, $500.1M in total assets for fiscal year 2024.
EIN: 390860994
MARSHFIELD, WI
Latest filing: 2024
Total Revenue$32.5M
Total Expenses$29.7M
Total Assets$500.1M
Grant Records0
Filing Years2019–2024
Officers & Directors
DIRECTOR
Charles Susa
VP OF BUSINESS LENDING
Derek Freis
CHEIF FINANCIAL OFFICER
James Nowak
FINANCIAL ADVISOR
Jason Buchinger
CHIEF REVENUE OFFICER
Jen Stanton
CHIEF STRATEGIC OFFICER
Kelly Korth
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $32.5M | $29.7M | $500.1M |
| 2023 | $26.3M | $22.9M | $461.1M |
| 2022 | $19.7M | $17.7M | $432.2M |
| 2020 | $16.5M | $14.5M | $337.1M |
| 2019 | $15.6M | $13.4M | $275.6M |
Between 2019 and 2024, reported annual revenue grew from $15.6M to $32.5M (+109%), with total assets most recently reported at $500.1M.
Interactive year-over-year charts and full filing details available with membership.