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SIMPLICITY CREDIT UNION

Sep, 30, 2025 — SIMPLICITY CREDIT UNION is a federally insured state chartered credit union headquartered in MARSHFIELD, WI with 8 branch locations and about $522.04 million in total assets. Opened 77 years ago in 1949, SIMPLICITY CREDIT UNION has about 28,554 members and employs 122 full and part-time employees offering various banking and financial related services such as Checking & Savings accounts, ATM/Debit Card Program and more.


ABA Routing Number: 275979364
Name:SIMPLICITY CREDIT UNION
Address:
(Main Office)
222 E Upham St
MARSHFIELD, WI 54449-1543
Phone:(715) 387-3702
Fax:(715) 387-3746
Website:https://www.simplicity.coop
Branches:8 branch locations
Members:28,554
Credit Union Type:Federally Insured State Chartered Credit Union
Charter Number:66678
Membership Type:State chartered natural person
Corporate Credit Union:No
Year Opened:1949
Last Audited:Dec 01, 2024
FHLB Member:Yes
Low Income Designation:No
Assets:$522,043,740
CEO/Manager:Nicholas J Faber
Chairperson:Mark Page

Call Report

  • First Time Homebuyer Program
  • Low Cost Wire Transfers

Financial Summary

» See also Statement of Financial Condition
ASSETS:$ Amount
Cash & Equivalents 13,412,604
TOTAL INVESTMENTS 0
Loans Held for Sale 335,204
 
 Real Estate Loans 256,591,877
 Unsecured Loans 17,089,023
 Other Loans 147,577,637
 TOTAL LOANS 430,120,215
 (Allowance for Loan & Lease Losses or Allowance for Credit Losses on Loans & Leases) -1,925,565
 Land And Building 7,499,633
 Other Fixed Assets 774,680
 NCUSIF (National Credit Union Share Insurance Fund) Deposit 4,028,455
 All Other Assets 130,641
  TOTAL ASSETS 522,043,740
LIABILITIES & CAPITAL:  
 Dividends Payable 6,003
 Notes & Interest Payable 15,000,000
 Accounts Payable & Other Liabilities 5,975,117
 Uninsured Secondary Capital and Subordinated Debt Included in Net Worth 0
 Share Drafts 77,519,937
 Regular shares 154,230,995
 All Other Shares & Deposits 218,876,148
  TOTAL SHARES & DEPOSITS 450,627,080
  TOTAL LIABILITIES 471,608,504
 Regular Reserve 0
 Other Reserves 3,096,611
 Undivided Earnings 47,338,625
  TOTAL EQUITY 50,435,236
  TOTAL LIABILITIES, SHARES, & EQUITY 522,043,740
INCOME & EXPENSE  
 Loan Income 18,201,672
 Investment Income 3,307,461
 Other Income 894,357
 Total Employee Compensation & Benefits 7,694,097
 NCUSIF (National Credit Union Share Insurance Fund) Premiums Expense 0
 Total Other Operating Expenses 6,609,695
 Non-operating Income & (Expense) 2,362
 NCUSIF Stabilization Income N/A
 Provision for Loan/Lease Losses or Total Credit Loss Expense 1,106,744
 Cost of Funds 7,694,982
 NET INCOME (LOSS) EXCLUDING STABILIZATION EXPENSE & NCUSIF PREMIUM N/A
Net Income (Loss) 3,729,367
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