Sep, 30, 2025 — LAKEWOOD CREDIT UNION is a federally insured state chartered credit union headquartered in RIB LAKE, WI with 1 branch location and about $14.33 million in total assets. Opened 65 years ago in 1961, LAKEWOOD CREDIT UNION has about 1,122 members and employs 5 full and part-time employees offering various banking and financial related services such as Checking & Savings accounts, ATM/Debit Card Program and more.
| Name: | LAKEWOOD CREDIT UNION |
|---|---|
| Address: (Main Office) | 1305 State Highway 102 RIB LAKE, WI 54470 |
| Phone: | (715) 427-5201 |
| Fax: | (715) 427-5882 |
| Website: | https://www.lakewoodcu.org |
| Branches: | 1 branch locations |
| Members: | 1,122 |
| Credit Union Type: | Federally Insured State Chartered Credit Union |
| Charter Number: | 66999 |
|---|---|
| Membership Type: | State chartered natural person |
| Corporate Credit Union: | No |
| Year Opened: | 1961 |
| Last Audited: | Mar 01, 2025 |
| FHLB Member: | No |
| Low Income Designation: | No |
| Assets: | $14,332,004 |
| CEO/Manager: | Jonathan Roepke |
| Chairperson: | Glenn A Harder |
| ASSETS: | $ Amount |
|---|---|
| Cash & Equivalents | 1,658,841 |
| TOTAL INVESTMENTS | 0 |
| Loans Held for Sale | 0 |
| Real Estate Loans | 4,696,487 |
| Unsecured Loans | 320,307 |
| Other Loans | 3,859,613 |
| TOTAL LOANS | 8,876,407 |
| (Allowance for Loan & Lease Losses or Allowance for Credit Losses on Loans & Leases) | -65,712 |
| Land And Building | 1,710,800 |
| Other Fixed Assets | 86,442 |
| NCUSIF (National Credit Union Share Insurance Fund) Deposit | 113,581 |
| All Other Assets | 0 |
| TOTAL ASSETS | 14,332,004 |
| LIABILITIES & CAPITAL: | |
| Dividends Payable | 704 |
| Notes & Interest Payable | 0 |
| Accounts Payable & Other Liabilities | 78,039 |
| Uninsured Secondary Capital and Subordinated Debt Included in Net Worth | 0 |
| Share Drafts | 2,222,807 |
| Regular shares | 4,678,561 |
| All Other Shares & Deposits | 5,588,719 |
| TOTAL SHARES & DEPOSITS | 12,490,087 |
| TOTAL LIABILITIES | 12,568,830 |
| Regular Reserve | 0 |
| Other Reserves | 0 |
| Undivided Earnings | 1,763,174 |
| TOTAL EQUITY | 1,763,174 |
| TOTAL LIABILITIES, SHARES, & EQUITY | 14,332,004 |
| INCOME & EXPENSE | |
| Loan Income | 397,900 |
| Investment Income | 100,845 |
| Other Income | 50,631 |
| Total Employee Compensation & Benefits | 221,038 |
| NCUSIF (National Credit Union Share Insurance Fund) Premiums Expense | 0 |
| Total Other Operating Expenses | 259,658 |
| Non-operating Income & (Expense) | 61,609 |
| NCUSIF Stabilization Income | N/A |
| Provision for Loan/Lease Losses or Total Credit Loss Expense | 43,992 |
| Cost of Funds | 91,237 |
| NET INCOME (LOSS) EXCLUDING STABILIZATION EXPENSE & NCUSIF PREMIUM | N/A |
| Net Income (Loss) | 10,607 |
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