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Nonprofit · EIN 42-6064396

POLK COUNTY CREDIT UNION

Also known as 0468 POLK COUNTY CREDIT UNION

Tax-exempt · DES MOINES, IA 50309

Financials

$327K$287K2023$343K$293K2024$369K$339K2025
Revenue Expenses · by fiscal year end
Financials of POLK COUNTY CREDIT UNION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$368,639$338,639$30,000$5,508,756$4,545,858$962,898
December 31, 2024990$343,352$293,352$50,000$5,442,100$4,509,202$932,898
December 31, 2023990$326,967$286,967$40,000$5,093,395$4,210,497$882,898
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$349,631
Investment income
$0
Other revenue
$19,008

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$139,937
Other salaries and wages
$1,011
Salaries, compensation and benefits (total)
$158,666
Professional fundraising fees
$0
Legal fees
$10,318
Accounting fees
$18,209
Occupancy
$7,057
Travel
$380
Program services (functional)
$338,639

Balance sheet and other

Total assets, start of year
$5,442,100
Total assets, end of year
$5,508,756
Total liabilities, end of year
$4,545,858
Net assets, end of year
$962,898
Gross receipts
$368,639
Employees
2
Volunteers
0
Year formed
1955
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.

NameTitleHours / weekCompensationOther / benefits
KRISSY KATZMANNCEO
Officer
40$66,786$15,562
MARY VONESHASSISTANT MANAGER
Officer
40$57,489$100
TODD COPLEYCHAIRMAN
Trustee or director, Officer
1$0$0
CHRIS CUTLERVICE CHAIRPERSON
Trustee or director, Officer
1$0$0
MICHELLE VAUGHANSECRETARY
Trustee or director, Officer
1$0$0
STACY BIONDIAUDIT CHAIR
Trustee or director
2$0$0
JENNY COHANAUDIT COMMITTEE
Trustee or director
1$0$0
BRADFORD MOISTAUDIT COMMITTEE
Trustee or director
1$0$0
DAVID EVELETHCREDIT CHAIR
Trustee or director
1$0$0
PAUL FILIPPELLICREDIT COMMITTEE
Trustee or director
1$0$0
NANCY ALBRIGHT-ANDREWCREDIT COMMITTEE
Trustee or director
1$0$0
990 for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
KRISSY KATZMANNCEO
Officer
40$64,650$18,784
MARY VONESHASSISTANT MANAGER
Officer
40$51,300$18,775
TODD COPLEYCHAIRMAN
Trustee or director, Officer
1$0$0
CHRIS CUTLERVICE CHAIRPERSON
Trustee or director, Officer
1$0$0
MICHELLE VAUGHANSECRETARY
Trustee or director, Officer
1$0$0
STACY BIONDIAUDIT CHAIR
Trustee or director
2$0$0
JENNY COHANAUDIT COMMITTEE
Trustee or director
1$0$0
BRADFORD MOISTAUDIT COMMITTEE
Trustee or director
1$0$0
DAVID EVELETHCREDIT CHAIR
Trustee or director
1$0$0
PAUL FILIPPELLICREDIT COMMITTEE
Trustee or director
1$0$0
NANCY ALBRIGHT-ANDREWCREDIT COMMITTEE
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
KRISSY KATZMANNCEO
Officer
40$61,321$15,436
MARY VONESHASSISTANT MANAGER
Officer
40$48,297$15,427
TODD COPLEYCHAIRMAN
Trustee or director, Officer
1$0$0
CHRIS CUTLERVICE CHAIRPERSON
Trustee or director, Officer
1$0$0
MICHELLE VAUGHANSECRETARY
Trustee or director, Officer
1$0$0
STACY BIONDIAUDIT CHAIR
Trustee or director
1$0$0
JENNY COHANAUDIT COMMITTEE
Trustee or director
1$0$0
BRAD MOISTAUDIT COMMITTEE
Trustee or director
1$0$0
DAVID EVELETHCREDIT CHAIR
Trustee or director
1$0$0
PAUL FILIPPELLICREDIT COMMITTEE
Trustee or director
1$0$0
NANCY ALBRIGHT-ANDREWCREDIT COMMITTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
111 COURT AVE STE 110, DES MOINES, IA 50309-2219
Principal officer (990 for 2025)
KRISSY KATZMANN, 111 COURT AVE ROOM 110, DES MOINES, IA 50309
Signed the 990
KRISSY KATZMANN, EXECUTIVE DIRECTOR
Phone
(515) 244-8647
Return prepared by
GARDINER COMPANY PC

Mission

NON-PROFIT MEMBER OWNED COOPERATIVE FINANCIAL INSTITUTION.

990 for the year ended December 31, 2025

Program accomplishments

  • POLK COUNTY CREDIT UNION CREATES A SOURCE OF CREDIT AT A FAIR AND REASONABLE RATE OF INTEREST, ENCOURAGES A HABIT OF THRIFT AMONG THEIR MEMBERS, AND PROVIDES AN OPPORTUNITY FOR THEIR MEMBERS TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. APPROXIMATE MEMBERS SERVED DURING THE 2025 TAX YEAR -654
    Expenses $338,639 · revenue $368,639

What it must file and when

IRS records say it files Not required (government). 501(c)(1) organizations do not file. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-6064396
Tax-exempt status
501(c)(1): Corporation organized under an act of Congress
Accounting year ends
December
Files
Not required (government)
Assets (IRS master file)
$5,508,756
Income (IRS master file)
$368,639

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$368,639$338,639$5,508,756XML
990December 2024$343,352$293,352$5,442,100IRS
990December 2023$326,967$286,967$5,093,395XML
990December 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 42-6064396).

Questions about POLK COUNTY CREDIT UNION

What is the EIN of POLK COUNTY CREDIT UNION?
The employer identification number (EIN) of POLK COUNTY CREDIT UNION is 42-6064396.
Is POLK COUNTY CREDIT UNION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(1).
Which annual return does POLK COUNTY CREDIT UNION file?
Form Not required (government). 501(c)(1) organizations do not file.
When is the next return of POLK COUNTY 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 POLK COUNTY 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 POLK COUNTY CREDIT UNION?
The 990 for the year ended December 31, 2025 names KRISSY KATZMANN.
Who are the officers and directors of POLK COUNTY CREDIT UNION?
The 990 for the year ended December 31, 2025 lists 11 people; 2 received compensation from the organization, the highest $66,786 (KRISSY KATZMANN, CEO).
How much revenue does POLK COUNTY CREDIT UNION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $368,639, expenses of $338,639 and total assets of $5,508,756 at year end.

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