GreenState Credit Union: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GreenState Credit Union (EIN 42-0804594)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349309444
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:18:38+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street Suite 700 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420804594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GreenState Credit Union | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 3193391000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 Landon Road | AddressLine1Txt |
| City | North Liberty | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 523170800 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vic Israni | PersonNm |
| Person Title | President / CEO | PersonTitleTxt |
| Phone | 3193412101 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIC | PersonFirstNm |
| Person Last | ISRANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Summers | PreparerPersonNm |
| PTIN | P00838533 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vic Israni | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 Landon Road | AddressLine1Txt |
| City | North Liberty | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 523170800 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $583,187,091 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.greenstate.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1938 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | As the nation's greatest financial institution, we...make profound impact in the lives of our members, empower our employees to create endless opportunities and shape our future, and enhance the vitality of our communities by donating our time, talents, and financial support. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1025 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $217,348 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $423,087,687 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $486,320,278 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,735,708 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,022,155 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,794,005 | PYOtherRevenueAmt |
| CY Other Revenue | $51,222,212 | CYOtherRevenueAmt |
| PY Total Revenue | $499,617,400 | PYTotalRevenueAmt |
| CY Total Revenue | $577,564,645 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,560,859 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,184,044 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $111,012,169 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $108,913,031 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $341,339,777 | PYOtherExpensesAmt |
| CY Other Expenses | $548,138,014 | CYOtherExpensesAmt |
| PY Total Expenses | $457,912,805 | PYTotalExpensesAmt |
| CY Total Expenses | $662,235,089 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $41,704,595 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$84,670,444 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,278,583,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,331,220,069 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,369,107,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,545,598,697 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $909,475,337 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $785,621,372 | NetAssetsOrFundBalancesEOYAmt |
| Mission | As the nation's greatest financial institution, we...make profound impact in the lives of our members, empower our employees to create endless opportunities and shape our future, and enhance the vitality of our communities by donating our time, talents, and financial support. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | GreenState Credit Union provides lending services with competative rates. The lending portfolio includes: - Mortgage loans including both first and second mortgages - Consumer loans including primarly auto loans and unsecured personal loans - Commercial Loans including both commercial real-estate and non-real-estate lending In 2023, the credit union originated $405 million of in-house mortgage loans; $1.15 billion of consumer and $202 million of Commercial loans. In addition, originated $1.48 billion in first mortgage loans which were sold on the secondary market. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GreenState also provides opportunities for members to save for future needs in the form of Savings, Money Market, CDs while offering competitive rates on these funds. In 2023, deposits grew from $9.077 billion to $9.208 billion. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GreenState also provides membership with avenues to transact business via channels such as ACH, wire, electronic funds transfer, ETC. In 2023, the credit union processed 69,710,234 Financial transactions for its members. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 154699 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1025 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIC ISRANI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193412101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 LANDON ROAD | AddressLine1Txt |
| City | NORTH LIBERTY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Andre Perry | |||||||
| Director (resigned 04.21.2023) | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Dave Wright | |||||||
| BOD - Director | 4.0 | Yes (X) | $2,400 | $0 | $0 | ||
| Drew Denning | |||||||
| BOD - CFO | 3.0 | Yes (X) | $2,400 | $0 | $0 | ||
| Fred Mims | |||||||
| BOD - Chairperson | 13.0 | Yes (X) | $9,828 | $0 | $0 | ||
| Laurel Day | |||||||
| BOD - Secretary | 2.0 | Yes (X) | $3,864 | $0 | $0 | ||
| Loras Neuroth | |||||||
| Committee Chairperson (resigned 04.18.2023) | 2.0 | Yes (X) | $1,110 | $0 | $0 | ||
| Lynsey Engels | |||||||
| BOD - Vice Chariperson | 8.0 | Yes (X) | $0 | $0 | $0 | ||
| Marc Moen | |||||||
| BOD - Director | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Mark Rolinger | |||||||
| BOD - Credit Committee Chairperson | 2.0 | Yes (X) | $7,508 | $0 | $0 | ||
| MJ Dolan | |||||||
| BOD - Governance Committee Chiarperson | 2.0 | Yes (X) | $4,262 | $0 | $0 | ||
| Tiffany O'Donnell | |||||||
| BOD - Director | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Amy Henderson | |||||||
| Chief Consumer Service Officer (Left 09/2023) | 50.0 | $869,028 | $0 | $86,618 | Yes (X) | ||
| Heather Stumpf | |||||||
| Interim CFO | 50.0 | $274,681 | $0 | $4,429 | Yes (X) | ||
| James Kelly | |||||||
| Chief Marketing Officer | 50.0 | $523,753 | $0 | $32,285 | Yes (X) | ||
| Jeffrey Disterhoft | |||||||
| President & CEO (Left 09/2023) | 50.0 | $610,408 | $0 | $60,354 | Yes (X) | ||
| Katherine Courtney | |||||||
| Chief Operating Officer | 50.0 | $769,258 | $0 | $44,235 | Yes (X) | ||
| Marsha Wolff | |||||||
| Chief HR & Information Officer (Left 09/2023) | 50.0 | $982,395 | $0 | $41,367 | Yes (X) | ||
| Ryan Doehrmann | |||||||
| Chief Mortgage Officer | 50.0 | $459,362 | $0 | $10,463 | Yes (X) | ||
| Samantha McSorley | |||||||
| Chief Commerical Officer | 50.0 | $512,603 | $0 | $6,231 | Yes (X) | ||
| Scott Taylor | |||||||
| Interim Chief Information Technology | 50.0 | $279,262 | $0 | $30,000 | Yes (X) | ||
| Todd Fanning | |||||||
| Interim CEO/CFO | 50.0 | $752,862 | $0 | $36,105 | Yes (X) | ||
| Daryn Peterson | |||||||
| VP/Mortgage Lending | 50.0 | $1,007,035 | $0 | $22,500 | Yes (X) | ||
| Eric Norman | |||||||
| VP/Mortgage Lending | 50.0 | $671,448 | $0 | $30,000 | Yes (X) | ||
| Felisha Junge | |||||||
| VP/Mortgage Loan Officer | 50.0 | $547,465 | $0 | $8,705 | Yes (X) | ||
| Peter Johnson | |||||||
| VP/Mortgage Loan Officer | 50.0 | $444,085 | $0 | $32,963 | Yes (X) | ||
| Tyler Knudsvig | |||||||
| Commercial Services Loan Officer VP | 50.0 | $436,588 | $0 | $26,419 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,171,605 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $472,674 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 247 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RSM US LLP | |||||
| 331 W 3rd S Ste 200 | Davenport | IA | 52801 | Technology Support | $4,467,108 |
| Consolidated Information Services Solutions LLC | |||||
| 370 Reed Rd Ste 10 | Broomall | PA | 19008 | Mortgage Verification | $3,090,540 |
| Lanvera LTD | |||||
| 112 Wrangler Dr STE 150 | Coppell | TX | 75019 | Print Services | $2,472,137 |
| SimpleNexus LLC | |||||
| 2600 N Ashton Blvd STE 500 | Lehi | UT | 84043 | Mortgage Software | $710,062 |
| McComas-Lacina Construction | |||||
| 1310 Highland Ct | Iowa City | IA | 52240 | Construction | $363,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| LOAN INTEREST REVENUE | 522100 | $468,496,672 | $468,496,672 | |
| ATM FEE REVENUE | 522100 | $17,823,606 | $17,606,258 | $217,348 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $486,320,278 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,433,522 | TotalRevenueColumnAmt |
| Exclusion | $40,433,522 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $363,501 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $363,501 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $363,501 | TotalRevenueColumnAmt |
| Exclusion | $363,501 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,211,079 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,622,446 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$411,367 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$411,367 | TotalRevenueColumnAmt |
| Exclusion | -$411,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE RELEASE PREMIUMS | 522100 | $21,660,582 | $21,660,582 |
| INTERCHANGE REVENUE | 522100 | $24,905,179 | $24,905,179 |
| MISCELLANEOUS REVENUE | 522100 | $4,292,950 | $4,292,950 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $50,858,711 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577,564,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $536,961,641 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $217,348 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,385,656 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,184,044 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,396,165 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,275,270 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,673,341 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,521,524 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,046,731 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,675 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,144,433 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,587,501 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,081,335 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,129,330 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,252,372 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,072,116 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,722 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,115 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,230,465 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,932,579 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,423 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INTEREST PAID TO MEMBERS | $239,957,492 |
| PROVISION FOR LOAN LOSS | $157,710,197 |
| MISCELLANEOUS EXPENSE | $28,804,396 |
| PROCESSING FEES | $18,784,863 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,235,089 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,104,819 | BOYAmt |
| EOY | $1,214,200,234 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,151,681 | BOYAmt |
| EOY | $17,582,520 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,897,852,728 | BOYAmt |
| EOY | $9,485,460,076 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,696,210 | BOYAmt |
| EOY | $14,718,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $198,713,203 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,373,071 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,660,659 | BOYAmt |
| EOY | $135,340,132 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,379,803 | BOYAmt |
| EOY | $91,134,906 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,955,164 | BOYAmt |
| EOY | $134,990,764 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,782,013 | BOYAmt |
| EOY | $237,792,467 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,278,583,077 | BOYAmt |
| EOY | $11,331,220,069 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,821,129 | BOYAmt |
| EOY | $82,243,705 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,861,910 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,209,819,827 | BOYAmt |
| EOY | $1,250,843,765 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,079,604,874 | BOYAmt |
| EOY | $9,212,511,227 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,369,107,740 | BOYAmt |
| EOY | $10,545,598,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,475,337 | BOYAmt |
| EOY | $785,621,372 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,475,337 | BOYAmt |
| EOY | $785,621,372 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,278,583,077 | BOYAmt |
| EOY | $11,331,220,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$84,670,444 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,917,892 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$41,101,413 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,600,707 | OtherCostOrOtherBasisAmt |
| Book Value | $37,600,707 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,295,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,568,793 | DepreciationAmt |
| Book Value | $86,726,797 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $505,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,863 | DepreciationAmt |
| Book Value | $404,447 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,859,235 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,703,415 | DepreciationAmt |
| Book Value | $10,155,820 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $452,361 | OtherCostOrOtherBasisAmt |
| Book Value | $452,361 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,340,132 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| MEMBER CHECKING & SAVINGS ACCOUNT | $2,985,357,579 |
| CD'S & IRA'S | $4,413,141,308 |
| NONMEMBER MMA | $1,814,012,340 |
| ROU LIABILITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,212,511,227 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | GREENSTATE CREDIT UNION COLLECTS AMOUNTS FROM MEMBERS WITH REAL ESTATE LOANS EACH MONTH VIA THEIR CONTRACTUAL PAYMENT SCHEDULE. THESE FUNDS ARE HELD IN ESCROW UNTIL THEY NEED TO BE DISBURSED IN ACCORDANCE WITH THE ESCROW INSTRUCTIONS FOR EACH MEMBER. AMOUNTS HELD IN ESCROW ARE FOR PROPERTY TAXES AND HOMEOWNER'S INSURANCE. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Greenstate Credit Union is exempt from income tax under section 501(c)(14) of the Internal Revenue Code and therefore no income taxes have been provided for the financial statements. The credit union does however pay property taxes to the county and city on its buildings and computer equipment and is assessed other amounts which have been reflected in the credit unions financial statements. The credit union accounts for uncertainty in income taxes in accordance with ASC 740, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the credit union may recognize the tax benefits from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses derecognition, classification, interest and penalties on income taxes, and accounting in interim periods. This standard did not have an impact on the financial statements and the credit union does not have any uncertain tax positions. The credit union recognizes interest and penalties on income taxes as a component of income tax expense. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (157 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Quad Cities River Bandits | ||||||||
| 5120 Hamilton Ct | Davenport | IA | 52807 | 113804992 | LLC | $5,000 | Bandits Scholars Program | |
| Friends of Historic Downtown West Branch (DBA West Branch Community Develop | ||||||||
| 127 W Main St PO Box 786 | West Branch | IA | 52358 | 203304311 | 501(c)(3) | $5,000 | 2023 Events including Sweets for Success, Kickoff to Summer, Fall Fest and A Christmas Past | ment Group) |
| Iowa Central Community College Foundation | ||||||||
| 1 Triton Circle | Fort Dodge | IA | 50501 | 237043863 | 501(c)(3) | $5,000 | Center for Performing Arts transformation and expansion | |
| The Conservation Foundation | ||||||||
| 10S404 Knoch Knolls | Naperville | IL | 60565 | 237221206 | 501(c)(3) | $5,000 | 2023 Sponsorship Package | |
| Des Moines Area Community College Foundation | ||||||||
| 2006 S Ankeny Blvd Bldg 22 | Ankeny | IA | 50023 | 237229486 | 501(c)(3) | $5,000 | DMACC 5K Walk/Run | |
| Indian Creek Nature Center | ||||||||
| 5300 Otis Rd SE | Cedar Rapids | IA | 52403 | 237260197 | 501(c)(3) | $5,000 | 2023 Event Partnership | |
| Cedar Rapids Public Library Foundation | ||||||||
| 450 5th Ave SE | Cedar Rapids | IA | 52403 | 237292786 | 501(c)(3) | $5,000 | Summer Dare | |
| Mentor Iowa | ||||||||
| 2332 Rocklyn Drive | Urbandale | IA | 50323 | 237329212 | 501(c)(3) | $5,000 | 20th annual Mentor Iowa auction | |
| Meals From the Heartland | ||||||||
| 357 Lincoln Street | West Des Moines | IA | 50265 | 263443290 | 501(c)(3) | $5,000 | 2024 MLK Jr Day of Packaging | |
| Hope's Front Door | ||||||||
| 1047 Curtiss Street | Downers Grove | IL | 60515 | 270073814 | 501(c)(3) | $5,000 | Hands of Hope Luncheon, Pathways to Financial Health Sponorship | |
| Newbo City Market | ||||||||
| 1100 Third St SE | Cedar Rapids | IA | 52401 | 270600567 | 501(c)(3) | $5,000 | Meet Me at the Market | |
| Hinsdale Humane Society | ||||||||
| 21 Salt Creek Lane | Hinsdale | IL | 60521 | 362441177 | 501(c)(3) | $5,000 | Hinsdale Humane Society | |
| Mutual Ground Inc | ||||||||
| 418 Oak Avenue | Aurora | IL | 60506 | 362921680 | 501(c)(3) | $5,000 | Corporate Partner Program | |
| DuPage Children's Museum | ||||||||
| 301 North Washington Street | Naperville | IL | 60540 | 363565001 | 501(c)(3) | $5,000 | Members Only/Family Fun Friday Family Events | |
| DuPage Habitat for Humanity | ||||||||
| 1600 E Roosevelt Rd | Wheaton | IL | 60187 | 364003119 | 501(c)(3) | $5,000 | Home Dedication | |
| 100 Men Who Care Tri-State Area | ||||||||
| 1900 John F Kennedy Rd | Dubuque | IA | 52002 | 364761269 | 501(c)(3) | $5,000 | 100+ Men Who Care Quarterly Meetings | |
| Edmundson Art Foundation Inc dba Des Moines Art Center | ||||||||
| 4700 Grand Ave | Des Moines | IA | 50312 | 420680419 | 501(c)(3) | $5,000 | 2023 Community Art Access | |
| Willkie House | ||||||||
| 900 17th Street | Des Moines | IA | 50314 | 420680433 | 501(c)(3) | $5,000 | Willkie House Gym Renovation | |
| YMCA of Greater Des Moines | ||||||||
| 501 Grand Ave | Des Moines | IA | 50309 | 420680438 | 501(c)(3) | $5,000 | Y Supportive Housing Campus | |
| Young Men's Christian Association of the Iowa Mississippi Valley - North Fa | ||||||||
| 624 W 53rd St | Davenport | IA | 52806 | 420703278 | 501(c)(3) | $5,000 | 2023 Annual Campaign | mily YMCA |
| United Way of Dubuque Area Tri-States | ||||||||
| 215 W 6th St | Dubuque | IA | 52001 | 420761060 | 501(c)(3) | $5,000 | United Way Campaign 2023 | |
| Orchestra Iowa Inc | ||||||||
| 119 Third Avenue SE | Cedar Rapids | IA | 52401 | 420772544 | 501(c)(3) | $5,000 | 2022-23 Season of Concerts & Educational Programming | |
| Holy Family Catholic Schools | ||||||||
| 2005 Kane Street | Dubuque | IA | 52001 | 420792429 | 501(c)(3) | $5,000 | 2022/2023 Business Sponsorship | |
| Cedar Valley United Way | ||||||||
| 425 Cedar Street Suite 300 | Waterloo | IA | 50701 | 420801846 | 501(c)(3) | $5,000 | United Way Campaign 2023 | |
| Community & Family Resources | ||||||||
| 211 Ave M West | Fort Dodge | IA | 50501 | 420938934 | 501(c)(3) | $5,000 | First American Bank Pledge | |
| Four Oaks | ||||||||
| 5400 Kirkwood Blvd SW | Cedar Rapids | IA | 52404 | 420998726 | 501(c)(3) | $5,000 | Four Oaks 2023 Pickleball Classic | |
| Iowa City Public Library Friends Foundation | ||||||||
| 123 S Linn St | Iowa City | IA | 52240 | 421181774 | 501(c)(3) | $5,000 | Business Partner of the Month/June 2022, 2023, 2024 | |
| Riverside Theatre | ||||||||
| 119 E College Street | Iowa City | IA | 52240 | 421188839 | 501(c)(3) | $5,000 | Riverside Theatre- Crescent Block Theatre Construction | |
| Ronald McDonald House Charities of Eastern Iowa and Western Illinois | ||||||||
| 730 Hawkins Dr | Iowa City | IA | 52246 | 421189783 | 501(c)(3) | $5,000 | Piano Celebration | |
| Mississippi Valley Blues Society | ||||||||
| 102 South Harrison St Suite 203 | Davenport | IA | 52801 | 421233714 | 501(c)(3) | $5,000 | Annual Fall Blues Festival | |
| Linn-Mar School Foundation | ||||||||
| 2999 10th St | Marion | IA | 52302 | 421267125 | 501(c)(3) | $5,000 | Linn-Mar School Foundation - feed it forward | |
| Iowa Women's Foundation | ||||||||
| 2201 E Grantview Dr Suite 200 | Coralville | IA | 52241 | 421431092 | 501(c)(3) | $5,000 | Annual Event Sponsorship | |
| Fort Dodge United Way and Community Foundation | ||||||||
| 24 North 9th Street Suite B | Fort Dodge | IA | 50501 | 421439853 | 501(c)(3) | $5,000 | United Way Campaign 2023 | |
| Williamsburg Community School District Foundation | ||||||||
| 810 W Walnut Street | Williamsburg | IA | 52361 | 421468053 | 501(c)(3) | $5,000 | Williamsburg Performance Center | |
| The Diversity Service Center of Iowa | ||||||||
| 1514 Isett Avenue Ste 2 | Muscatine | IA | 52761 | 421515197 | 501(c)(3) | $5,000 | Educational Outreach Program | |
| Broadlawns Medical Center Foundation | ||||||||
| 1801 Hickman Road | Des Moines | IA | 50314 | 421527407 | 501(c)(3) | $5,000 | Broadlawns Foundation 33rd Annual Golf Outing | |
| Figge Art Museum | ||||||||
| 225 W 2nd Street | Davenport | IA | 52801 | 426090398 | 501(c)(3) | $5,000 | Diversity & Equity Art Fund and Young Artist Exhibition at the Figge | |
| Hospice Home of Johnson County-The Bird House | ||||||||
| 8 Lime Kiln Lane NE | Iowa City | IA | 52240 | 462471547 | 501(c)(3) | $5,000 | Operating Expenses | |
| American National Red Cross | ||||||||
| 2116 Grand Ave | Des Moines | IA | 50312 | 530196605 | 501(c)(3) | $5,000 | Everyday Heroes / Emergency Response Vehicle | |
| American National Red Cross | ||||||||
| 2116 Grand Ave | Des Moines | IA | 50312 | 530196605 | 501(c)(3) | $5,000 | Everyday Heroes / Emergency Response Vehicle | |
| Old Settlers Days-Rockton Lions Charities | ||||||||
| 220 E Harwick St | Rockton | IL | 61072 | 562496204 | 501(c)(3) | $5,000 | Old Settlers Days | |
| Families Helping Families of Iowa Inc | ||||||||
| 6000 7th St SW | CEDAR RAPIDS | IA | 52404 | 710985937 | 501(c)(3) | $5,000 | Annual Corporate Sponsorship | |
| Johnson County Affordable Housing Coalition | ||||||||
| 322 E 2nd St | Iowa City | IA | 52240 | 813048753 | 501(c)(3) | $5,000 | Key Sponsor | |
| Think Big Corporation | ||||||||
| 6933 Pats Circle | Rockford | IL | 61102 | 832070051 | 501(c)(3) | $5,000 | Think Big School of Business | |
| Job Rides Inc | ||||||||
| 3504 129th Street | Urbandale | IA | 50323 | 873938907 | 501(c)(3) | $5,000 | Job Rides, Inc. Services: Rides for Employment | |
| Bix 7 | ||||||||
| 1225 E River Dr suite 230 | Davenport | IA | 52803 | 930708918 | 501(c)(3) | $5,000 | Quad-City Times Bix 7 | |
| Outreach | ||||||||
| 373 S Schmale Road | Carol Stream | IL | 60188 | 237265066 | 501(c)(3) | $5,000 | General Expenses | |
| American Cancer Society - Coaches vs Cancer Set the Screen | ||||||||
| American Cancer Society Inc | Iowa City | IA | 52246 | 131788491 | 501(c)(3) | $5,000 | Coaches vs Cancer Set the Screen | |
| Kirkwood Community College Foundation | ||||||||
| 6301 Kirkwood Blvd SW | Cedar Rapids | IA | 52404 | 237076632 | 501(c)(3) | $5,425 | Financial Literacy Fair, Career Discovery Tours, STEAM | |
| Xavier High School | ||||||||
| 6300 42nd Street NE | Cedar Rapids | IA | 52411 | 420802294 | 501(c)(3) | $5,500 | Xaviers Dancing with the Saints | |
| Marion Independent School Foundation & Alumni Association | ||||||||
| 777 South 15th Street | Marion | IA | 52302 | 421343360 | 501(c)(3) | $5,500 | FASTWorks/Golf Classic/Senior Night | |
| Summer of the Arts Inc | ||||||||
| 319 E 1st Street | Iowa City | IA | 52240 | 421412706 | 501(c)(3) | $5,500 | Free Movie Series | |
| City of Cedar Falls Cedar Falls Tourism | ||||||||
| 6510 Hudson Rd | Cedar Falls | IA | 50613 | 426004332 | 501(c)(3) | $5,500 | Panthers on Parade | |
| Iowa City Area Business Partnership | ||||||||
| 136 S Dubuque St | Iowa City | IA | 52240 | 420330530 | 501(c)(6) | $5,900 | Sponsorships for 2023 | |
| North Liberty Community Betterment Group | ||||||||
| PO Box 77 | North Liberty | IA | 52317 | 272559163 | 501(c)(3) | $6,000 | Beat the Bitter - Fire & Ice | |
| North Liberty Community Betterment Group | ||||||||
| PO Box 77 | North Liberty | IA | 52317 | 272559163 | 501(c)(3) | $6,000 | Beat the Bitter - Fire & Ice | |
| Waterloo Schools Foundation | ||||||||
| PO Box 1896 | Waterloo | IA | 50704 | 421364293 | 501(c)(3) | $6,000 | Annual Sponsorship Program | |
| Beyond Pink TEAM | ||||||||
| 1407 Ashbury Road | Waterloo | IA | 50701 | 421445986 | 501(c)(3) | $6,000 | Pink Ribbon Run | |
| City of Hiawatha | ||||||||
| 101 Emmons Street | Hiawatha | IA | 52233 | 426025060 | Government Entity | $6,000 | Music in the Park | |
| UNI Foundation - Panther Scholarship Club | ||||||||
| UNI-Dome NW Lower 283 | Cedar Falls | IA | 50614 | 426058591 | 501(c)(3) | $6,000 | Panther Scholarship Club - Panther Champions Scholarship Program | |
| 247 Blac | ||||||||
| 131 Tower Park Dr | Waterloo | IA | 50701 | 901179763 | 501(c)(3) | $6,000 | Vitality Black Businesss Expo & Pitch Competition | |
| Iowa City Parks and Recreation | ||||||||
| 220 S Gilbert Street | Iowa City | IA | 52240 | 426004805 | 501(c)(3) | $6,250 | Market Music and Farmer's Market Events | |
| Xavier High School | ||||||||
| 6300 42nd Street NE | Cedar Rapids | IA | 52411 | 420802294 | 501(c)(3) | $6,300 | Xaviers Dancing with the Saints | |
| Heritage Christian School | ||||||||
| 255 Hackberry Street | North Liberty | IA | 52317 | 421386017 | 501(c)(3) | $6,925 | 2023 Give & Grow School Match | |
| American Heart Association | ||||||||
| 1035 N Center Point Road Suite B H | Hiawatha | IA | 52233 | 135613797 | 501(c)(3) | $7,000 | Eastern Iowa American Heart Association | |
| Iowa City Downtown District | ||||||||
| 103 E College St IA 5224 | Iowa City | IA | 52240 | 421376887 | 501(c)(6) | $7,000 | Downtown Block Party | |
| National Balloon Classic | ||||||||
| PO BOX 346 | INDIANOLA | IA | 501250346 | 510137286 | 501(c)(3) | $7,000 | National Balloon Classic | |
| Saint Edmond Catholic Schools | ||||||||
| 2220 4th Ave N | Fort Dodge | IA | 50501 | 262935041 | 501(c)(3) | $7,400 | 2023 Give & Grow School Match | |
| United Way of the Quad Cities Area | ||||||||
| 852 Middle Rd Unit 401 | Bettendorf | IA | 52722 | 362725960 | 501(c)(3) | $7,500 | United Way Campaign 2023 | |
| Dubuque Museum of Art | ||||||||
| 701 Locust Street | Dubuque | IA | 52001 | 421071185 | 501(c)(3) | $7,500 | Black History Month Interactive Installation by Jill Wells | |
| Think Iowa City | ||||||||
| 900 1st Ave | Coralville | IA | 52241 | 421203842 | 501(c)(6) | $7,500 | FRYfest | |
| Children's Cancer Connection | ||||||||
| 5701 Greendale Road | Johnston | IA | 50131 | 421313167 | 501(c)(3) | $7,500 | Teen Camp, Camping the Night Away Swisher, and ADA Accessible Playground | |
| Boys & Girls Clubs of the Cedar Valley | ||||||||
| 515 Lime Street | Waterloo | IA | 50701 | 426083723 | 501(c)(3) | $7,500 | Exploring The Great Outdoors Event | |
| Faith Academy | ||||||||
| 1030 Cross Park Ave | Iowa City | IA | 52240 | 823695810 | 501(c)(3) | $7,500 | 2023 Give & Grow School Match | |
| St Thomas More Catholic Church | ||||||||
| 3000 12th Ave | Coralville | IA | 52241 | 420680432 | 501(c)(3) | $8,333 | Growing More in Faith Capital Campaign | |
| Cedar Valley Humane Society | ||||||||
| 7411 Mt Vernon Road | Cedar Rapids | IA | 52403 | 420814023 | 501(c)(3) | $8,333 | Expanding Our Pawprint Capital Campaign | |
| Tanager Place | ||||||||
| 2309 C St SW | Cedar Rapids | IA | 52404 | 420688079 | 501(c)(3) | $8,333 | Camp Tanager Capacity Expansion | |
| Team IRG | ||||||||
| 5406 Douglas Ave | Des Moines | IA | 50310 | 465539632 | LLC | $8,500 | Past Client Events | |
| Boys & Girls Club of the Corridor | ||||||||
| 420 6th Street SE Suite 240 | Cedar Rapids | IA | 52401 | 421434056 | 501(c)(3) | $8,750 | Community Partner | |
| Boys & Girls Club of the Corridor | ||||||||
| 420 6th Street SE Suite 240 | Cedar Rapids | IA | 52401 | 421434056 | 501(c)(3) | $8,750 | Community Partner | |
| Des Moines Wine Festival Foundation | ||||||||
| 1011 Locust Street Suite 301 | Des Moines | IA | 50309 | 050627578 | 501(c)(3) | $10,000 | Winefest Winter Wine + Dine Week | |
| Des Moines Wine Festival Foundation | ||||||||
| 1011 Locust Street Suite 301 | Des Moines | IA | 50309 | 050627578 | 501(c)(3) | $10,000 | Winter Wine + Dine Week | |
| Juvenile Diabetes Research Foundation - Eastern Iowa | ||||||||
| 1026 A Ave NEBox 3026 | Cedar Rapids | IA | 52402 | 231907729 | 501(c)(3) | $10,000 | JDRF One Walk and Promise Gala | |
| Julien Dubuque International Film Festival | ||||||||
| 450 Bradley Street | Dubuque | IA | 52003 | 264261800 | 501(c)(3) | $10,000 | Julien Dubuque International Film Festival (JDIFF) | |
| North Liberty Community Betterment Group | ||||||||
| PO Box 77 | North Liberty | IA | 52317 | 272559163 | 501(c)(3) | $10,000 | North Liberty Blues & BBQ | |
| Chicago Zoological Society - Brookfield Zoo | ||||||||
| 3300 Golf Rd | Brookfield | IL | 60513 | 362167016 | 501(c)(3) | $10,000 | Living Coast Space Pad Sponsorship | |
| Paramount Arts Center | ||||||||
| 8 East Galena Blvd | Aurora | IL | 60506 | 363189061 | 501(c)(3) | $10,000 | Spotlight Sponsor "Little Shop of Horrors" | |
| DuPage Pads | ||||||||
| 601 W Liberty Dr | Wheaton | IL | 60187 | 363675494 | 501(c)(3) | $10,000 | Operating Support | |
| His Hands Free Medical Clinic | ||||||||
| 1245 Second Ave SE | Cedar Rapids | IA | 52403 | 391878606 | non profit | $10,000 | Great Need. Great Care. The campaign to grow His Hands Free Clinic | |
| Iowa Wolves | ||||||||
| 730 Third Street | Des Moines | IA | 50309 | 411796677 | partnership | $10,000 | Every Child A Ball and Ball Exchange Programs | |
| Federacion de Clubes Michoacanos en Illinois | ||||||||
| 900 Roosevelt Rd | West Chicago | IL | 60185 | 412061019 | 501(c)(3) | $10,000 | Immigrant Education Program | |
| University of Iowa Center for Advancement | ||||||||
| 1 West Park Road | Iowa City | IA | 52242 | 420796760 | 501(c)(3) | $10,000 | Hancher's 51st Season - 2023/24 | |
| Community Theatre of Cedar Rapids Inc dba Theatre Cedar Rapids | ||||||||
| 102 3rd St SE | Cedar Rapids | IA | 52401 | 420890913 | 501(c)(3) | $10,000 | Theatre Cedar Rapids Lounge Sponsorship 2023-24 Season | |
| Junior Achievement of the Heartland | ||||||||
| 800 12th Avenue | Moline | IL | 61265 | 420919209 | 501(c)(3) | $10,000 | JA Inspire Career Expo | |
| Think Iowa City | ||||||||
| 900 1st Ave | Coralville | IA | 52241 | 421203842 | 501(c)(6) | $10,000 | Foodie February | |
| ICAD | ||||||||
| 136 S Dubuque Street | Iowa City | IA | 52240 | 421234837 | 501(c)(6) | $10,000 | Builders and Backers - Local Pebble Grant Funding | |
| Family & Children's Council | ||||||||
| 208 E 4th St | Waterloo | IA | 50703 | 421307663 | 501(c)(3) | $10,000 | Take Charge of Your Body Sexual Abuse Prevention Program | |
| Iowa City Downtown District | ||||||||
| 103 E College St | Iowa City | IA | 52240 | 421376887 | 501(c)(6) | $10,000 | Kids Market & Holiday Pop-Up Market | |
| EDC Inc | ||||||||
| 230 2nd St SE Suite 212 | Cedar Rapids | IA | 52401 | 421447565 | 501(c)(6) | $10,000 | Entrepreneurial Development Center (EDC) Vitality | |
| Iowa Health Foundation dba Blank Children's Hospital | ||||||||
| 1415 Woodland Avenue Suite E200 | Des Moines | IA | 50309 | 421467682 | 501(c)(3) | $10,000 | John Stoddard Cancer Center Rally Against Cancer | |
| Linking Families and Communities | ||||||||
| 822 Central Avenue Suite 300 | Fort Dodge | IA | 50501 | 421595304 | 501(c)(3) | $10,000 | Planting the SEEDS for a Brighter Future | |
| Big Brothers Big Sisters of Johnson County | ||||||||
| 3109 Old Hwy 218 S | Iowa City | IA | 52246 | 426061606 | 501(c)(3) | $10,000 | Bowl for Kids' Sake 2023 - Ruby Anniversary | |
| Boys & Girls Clubs of Central Iowa | ||||||||
| 1421 Walker Street | Des Moines | IA | 50316 | 426075138 | 501(c)(3) | $10,000 | Power Hour: Making Minutes Count & Youth of the Year Sponsorship | |
| Filmscene | ||||||||
| 404 E College 100 | Iowa City | IA | 52240 | 454103745 | 501(c)(3) | $10,000 | Community Collaborations | |
| Latino Resources Inc | ||||||||
| 4217 University Ave Suite 1 | Des Moines | IA | 50311 | 542074268 | 501(c)(3) | $10,000 | Latino Heritage Festival | |
| Corridor Business Journal | ||||||||
| 2345 Landon Road Suite 100 | North Liberty | IA | 52317 | 760758768 | s corp | $10,000 | Diversity, Inclusion & Impact Symposium | |
| Capital City Pride | ||||||||
| 2643 Beaver Ave 170 | Des Moines | IA | 50310 | 770690820 | 501(c)(3) | $10,000 | Pride Fest | |
| LadyLike co Back 2 School Iowa | ||||||||
| 1021 North Dakota Ave | Ames | IA | 50014 | 824046219 | 501(c)(3) | $10,000 | 2023 LadyLike PowHER Conference | |
| KNOCK AND DROP IOWA | ||||||||
| 4801 Franklin Avenue | DES MOINES | IA | 50310 | 850633938 | 501(c)(3) | $10,000 | CULTURALLY SPECIFIC FOODS - Karla Rangel | |
| BWELL Foundation | ||||||||
| 900 Keo Way Suite 108 | Des Moines | IA | 50310 | 852167776 | 501(c)(3) | $10,000 | King Elementary Tacticle Mural and Sensory Wellness Space | |
| BWELL Foundation | ||||||||
| 900 Keo Way Suite 108 | Des Moines | IA | 50310 | 852167776 | 501(c)(3) | $10,000 | King Elementary Tacticle Mural and Sensory Wellness Space | |
| Grinnell School of Music | ||||||||
| 720 5th Avenue | Grinnell | IA | 50112 | 883118049 | 501(c)(3) | $10,000 | Capital Campaign | |
| Cedar Basin Music Festival | ||||||||
| 1008 Erik Road | Cedar Falls | IA | 50613 | 421423557 | 501(c)(3) | $12,000 | Cedar Basin Music Festival 2023 | |
| No Foot Too Small | ||||||||
| 1150 5th Street Suite 152 | Coralville | IA | 52241 | 824301632 | 501(c)(3) | $12,000 | Support Angels in the Outfield | |
| Community Foundation of Johnson County Iowa | ||||||||
| 501 12th Ave | Coralville | IA | 52317 | 421508117 | 501(c)(3) | $12,500 | North Liberty Centennial Park Next Stage Capital Campaign | |
| Variety - the Children's Charity | ||||||||
| 505 5th Avenue Suite 310 | Des Moines | IA | 50309 | 426077108 | 501(c)(3) | $12,750 | Multiple Events | |
| Englert Theatre | ||||||||
| 221 E Washington Street | Iowa City | IA | 52240 | 421508154 | 501(c)(3) | $13,000 | Mission Creek Festival | |
| Catholic Worker Charitable Giving Fund | ||||||||
| 501 12th Ave Suite 102 | Coralville | IA | 52241 | 421508117 | 501(c)(3) | $13,333 | Refugee Resettlement and Immigrant Housing Project | |
| Iowa City Community School District Foundation | ||||||||
| 1725 N Dodge St | Iowa City | IA | 52245 | 421177023 | 501(c)(3) | $13,765 | 2023 Give & Grow School Match | |
| Zach Johnson Foundation | ||||||||
| PO Box 2336 | Cedar Rapids | IA | 52406 | 272683100 | 501(c)(3) | $15,000 | Zach Johnson Foundation Classic & Gala | |
| Downtown Davenport Partnership a Division of the Quad Cities Chamber of Com | ||||||||
| 331 W 3rd StSte 100 | Davenport | IA | 52801 | 273065786 | 501(c)(6) | $15,000 | Alternating Currents | merce |
| Waypoint Services For Women Children And Families | ||||||||
| 318 5th St SE | Cedar Rapids | IA | 52401 | 420680307 | 501(c)(3) | $15,000 | Capital Campaign | |
| United Way of Central Iowa | ||||||||
| 1111 Ninth Street Suite 100 | Des Moines | IA | 50314 | 420680425 | 501(c)(3) | $15,000 | United Way Campaign 2023 | |
| Iowa College Foundation | ||||||||
| 505 5th Avenue Suite 1034 | Des Moines | IA | 50309 | 420745995 | 501(c)(3) | $15,000 | ICF Annual Unrestricted Funding Request and DEI Opportunity Scholarship Challenge Program Request | |
| United Way of East Central Iowa | ||||||||
| 317 7th Ave Se Ste 401 | Cedar Rapids | IA | 52401 | 420861239 | 501(c)(3) | $15,000 | United Way Campaign 2023 | |
| Junior Achievement of the Heartland | ||||||||
| 800 12th Avenue | Moline | IL | 61265 | 420919209 | 501(c)(3) | $15,000 | JA Inspire Career Expo & JA Bowl-A-Thon | |
| Live Healthy Iowa | ||||||||
| 1421 S Bell AveSte 104 | Ames | IA | 50010 | 421278326 | 501(c)(3) | $15,000 | Grizzlies Youth Wheelchair Basketball Program | |
| Iowa City Downtown District | ||||||||
| 103 E College St | Iowa City | IA | 52240 | 421376887 | 501(c)(6) | $15,000 | GreenState BenchMarks & IC Mural program | |
| Boys & Girls Club of the Corridor | ||||||||
| 420 6th Street SE Suite 240 | Cedar Rapids | IA | 52401 | 421434056 | 501(c)(3) | $15,000 | Unlocking the Future Campaign | |
| United Way of Johnson and Washington Counties | ||||||||
| 1150 5th Street Suite 290 | Coralville | IA | 52241 | 426062055 | 501(c)(3) | $15,000 | United Way Campaign 2023 | |
| IWLC | ||||||||
| 415 12th Ave SE Suite 120 | Cedar Rapids | IA | 52401 | 452932668 | 501(c)(3) | $15,000 | 2023 One Team Summit | |
| Regina FoundationRegina Catholic Education Center | ||||||||
| 2140 Rochester Avenue | Iowa City | IA | 52245 | 510158837 | 501(c)(3) | $15,000 | 2023 Annual funding Proposal | |
| Iowa Heartlanders | ||||||||
| 802 Quarry Road | Coralville | IA | 52240 | 931655831 | LLC | $15,000 | Iowa Heartlanders Partnership | |
| The Domestic Violence Intervention Program (DVIP) | ||||||||
| 1105 S Gilbert Court Ste 300 | Iowa City | IA | 52240 | 421124902 | 501(c)(3) | $16,667 | "Finding Safety, Building Hope'' | |
| City of West Des Moines | ||||||||
| 4200 Mills Civic Parkway | West Des Moines | IA | 50265 | 426005359 | Government Entity | $16,667 | Historic West Des Moines Housing Fund | |
| Iowa Soccer Development Foundation | ||||||||
| PO Box 434 | Des Moines | IA | 50302 | 844367003 | 501(c)(3) | $16,667 | Pro Iowa | |
| Holy Family Catholic Schools | ||||||||
| 2005 Kane Street | Dubuque | IA | 52001 | 420792429 | 501(c)(3) | $16,667 | Platform for Excellence Capital Campaign | |
| Great Outdoors Foundation | ||||||||
| 501 SW 7th Street Suite G | Des Moines | IA | 50309 | 421441098 | 501(c)(3) | $16,667 | Central Iowa Water Trails | |
| Coralville Community Food Pantry | ||||||||
| 1002 5th Street PO Box 5523 | Coralville | IA | 52026 | 473509757 | 501(c)(3) | $16,667 | Building Campaign | |
| Des Moines Arts Festival | ||||||||
| PO Box 1434 | Des Moines | IA | 50305 | 421471969 | 501(c)(3) | $20,000 | Des Moines Arts Festival | |
| Matthew 25 | ||||||||
| 201 3rd Ave SW | Cedar Rapids | IA | 52404 | 260467321 | 501(c)(3) | $25,000 | Healthy Time Check | |
| River Bend Foodbank | ||||||||
| 4010 Kimmel Drive | Davenport | IA | 52802 | 363147342 | 501(c)(3) | $25,000 | Expanding to End Hunger Capital Campaign | |
| Cedar Rapids Economic Alliance | ||||||||
| 501 1st Street Southeast | Cedar Rapids | IA | 52401 | 420172900 | 501(c)(6) | $25,000 | Buy Local Programming | |
| Dental Connections Inc | ||||||||
| 1111 Ninth Street Suite 190 | Des Moines | IA | 50314 | 420680421 | 501(c)(3) | $25,000 | Smile Squad Mobile Dental Unit | |
| Cedar Rapids Community Schools Foundation | ||||||||
| 2500 Edgewood Road NW | Cedar Rapids | IA | 52405 | 421197912 | 501(c)(3) | $25,000 | Professional Development Grants | |
| Cedar Rapids Freedom Festival | ||||||||
| 609 1st Ave SW Suite 102 | Cedar Rapids | IA | 52404 | 421329035 | 501(c)(3) | $25,000 | Celebration of Freedom Fireworks | |
| Iowa Health Foundation dba Blank Children's Hospital | ||||||||
| 1415 Woodland Avenue Suite E200 | Des Moine | IA | 50309 | 421467682 | 501(c)(3) | $25,000 | Rally Against Cancer - John Stoddard Cancer Center | |
| Special Olympics Iowa | ||||||||
| 551 SE Dovetail Rd PO Box 620 | Grimes | IA | 50111 | 520889518 | 501(c)(3) | $25,000 | Special Olympics Statewide Partner | |
| University of Iowa Center for Advancement | ||||||||
| 1 West Park Road | Iowa City | IA | 52240 | 420796760 | 501(c)(3) | $30,000 | Carver Circle campaign - Iowa Wrestling training facility | |
| Iowa Children's Museum | ||||||||
| 1451 Coral Ridge Ave Suite 715 | Coraville | IA | 52241 | 421461422 | 501(c)(3) | $30,000 | Playing to Learn at The Iowa Children's Museum! | |
| West Des Moines Parks & Recreation | ||||||||
| 4200 Mills Civic Parkway | West Des Moines | IA | 50265 | 426005359 | $30,000 | MidAmerican RecPlex Field Sponsor | ||
| Summer of the Arts Inc | ||||||||
| 319 E 1st Street | Iowa City | IA | 52240 | 421412706 | 501(c)(3) | $31,000 | Iowa City Jazz Festival | |
| Iowa Coalition Against Domestic Violence | ||||||||
| 4725 Merle Hay Road 107 | Des Moines | IA | 50322 | 421285094 | 501(c)(3) | $45,000 | Survivors Achieving Financial Empowerment Program (SAFE) | |
| Hawkeye Sports Properties Learfield | ||||||||
| 1100 6th St Suite 102 | Coralville | IA | 52241 | 470911648 | $60,000 | Kirks Kids | ||
| University of Iowa Center for Advancement | ||||||||
| 1 West Park Road | Iowa City | IA | 52240 | 420796760 | 501(c)(3) | $75,000 | UI Stead Family Children's Hospital: Extenuating Circumstances Fund | |
| Iowa City Community School District Foundation | ||||||||
| 1725 N Dodge St | Iowa City | IA | 52240 | 421177023 | 501(c)(3) | $83,333 | School of the Wild | |
| GreenState Foundation | ||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 880616839 | 501(c)(3) | $1,600,000 | Various | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 137 | Total501c3OrgCnt |
| Total Other Org | 18 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | GREENSTATE CREDIT UNION ISSUES ALL GRANT FUNDS DIRECTLY TO THE RECIPIENT ORGANIZATION FOR USE AT THEIR DISCRETION. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | Grant recipients apply for funding through the GreenState Credit Union website. Once grants are awarded, funds go directly to the recipient organization for use at their discretion. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Todd Fanning | ||||||||||||||
| Interim CEO/CFO | $454,181 | $0 | $294,217 | $0 | $4,464 | $0 | $30,000 | $0 | $6,105 | $0 | $788,967 | $0 | $0 | $0 |
| Katherine Courtney | ||||||||||||||
| Chief Operating Officer | $464,423 | $0 | $303,125 | $0 | $1,710 | $0 | $44,235 | $0 | $0 | $0 | $813,493 | $0 | $0 | $0 |
| James Kelly | ||||||||||||||
| Chief Marketing Officer | $332,205 | $0 | $190,306 | $0 | $1,242 | $0 | $23,266 | $0 | $9,019 | $0 | $556,038 | $0 | $0 | $0 |
| Samantha McSorley | ||||||||||||||
| Chief Commerical Officer | $334,897 | $0 | $176,320 | $0 | $1,386 | $0 | $6,231 | $0 | $0 | $0 | $518,834 | $0 | $0 | $0 |
| Ryan Doehrmann | ||||||||||||||
| Chief Mortgage Officer | $296,744 | $0 | $161,733 | $0 | $885 | $0 | $0 | $0 | $10,463 | $0 | $469,825 | $0 | $0 | $0 |
| Scott Taylor | ||||||||||||||
| Interim Chief Information Technology | $277,420 | $0 | $600 | $0 | $1,242 | $0 | $30,000 | $0 | $0 | $0 | $309,262 | $0 | $0 | $0 |
| Heather Stumpf | ||||||||||||||
| Interim CFO | $272,991 | $0 | $250 | $0 | $1,440 | $0 | $0 | $0 | $4,429 | $0 | $279,110 | $0 | $0 | $0 |
| Amy Henderson | ||||||||||||||
| Chief Consumer Service Officer (Left 09/2023) | $230,347 | $0 | $250 | $0 | $638,431 | $0 | $38,483 | $0 | $48,135 | $0 | $955,646 | $0 | $0 | $0 |
| Jeffrey Disterhoft | ||||||||||||||
| President & CEO (Left 09/2023) | $591,911 | $0 | $0 | $0 | $18,497 | $0 | $52,500 | $0 | $7,854 | $0 | $670,762 | $0 | $0 | $0 |
| Marsha Wolff | ||||||||||||||
| Chief HR & Information Officer (Left 09/2023) | $381,272 | $0 | $500 | $0 | $600,623 | $0 | $33,721 | $0 | $7,646 | $0 | $1,023,762 | $0 | $0 | $0 |
| Felisha Junge | ||||||||||||||
| VP/Mortgage Loan Officer | $107,413 | $0 | $439,133 | $0 | $919 | $0 | $0 | $0 | $8,705 | $0 | $556,170 | $0 | $0 | $0 |
| Daryn Peterson | ||||||||||||||
| VP/Mortgage Lending | $52,000 | $0 | $954,108 | $0 | $927 | $0 | $22,500 | $0 | $0 | $0 | $1,029,535 | $0 | $0 | $0 |
| Eric Norman | ||||||||||||||
| VP/Mortgage Lending | $96,154 | $0 | $574,195 | $0 | $1,099 | $0 | $30,000 | $0 | $0 | $0 | $701,448 | $0 | $0 | $0 |
| Peter Johnson | ||||||||||||||
| VP/Mortgage Loan Officer | $41,537 | $0 | $401,621 | $0 | $927 | $0 | $22,500 | $0 | $10,463 | $0 | $477,048 | $0 | $0 | $0 |
| Tyler Knudsvig | ||||||||||||||
| Commercial Services Loan Officer VP | $123,503 | $0 | $169,067 | $0 | $144,018 | $0 | $22,500 | $0 | $3,919 | $0 | $463,007 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | The board of directors policy along with the contract for the President/CEO allow spouses to travel on business trips. Any expense related to travel companions is treated as taxable income and included in reportable compensation in Part VII and Schedule J. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | In tax year 2023, GreenState Credit Union provided social club dues to Jeffrey A Disterhoft. The amount is included in reportable compensation in Part VII and Schedule J. |
| Schedule J, Part I, Line 3 | GreenState CU made severance payments to the following individuals who left in September 2023: Marsha Wolff - $600,000 Amy Henderson - $590,558 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey Disterhoft | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Retired CEO | RelationshipWithOrgTxt |
| Loan Purpose | Split Dollar Life Insurance Policy | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $14,643,612 | OriginalPrincipalAmt |
| Balance Due | $17,582,520 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $17,582,520 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 Classes of members or stockholders | GreenState Credit Union does have members as specified by their bylaws. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The members of the board of directors are elected by the membership. Members may vote electronically or in person at a branch prior to the annual meeting. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | There are five situations for state-chartered credit unions in Iowa to which membership vote is required for approval: * Charter conversion * Voluntary Dissolution * Amending or Reversing an act of the board of directors * Mergers * Removal or reinstatement of an officer, director or member of the auditing committee |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The organization's governing body is provided an electronic copy of the form 990 prior to filing. The form 990 will be reviewed by the Organization's CFO and Controller. |
| Form 990, Part VI, Line 12c Conflict of interest policy | A director shall promptly disclose to the board any known interest, relationship or responsibility (financial, professional or otherwise) held by the Director, any member of his or her immediate family or any of his or her business associates with respect to any potential or actual transaction, agreement or other matter which is or may be presented to the board for consideration, even if such interest, relationship or responsibility has otherwise been generally been disclosed to the board. In addition, directors must disclose information regarding their financial interests in organizations doing business with the Credit Union. The conflict-of-interest statement is required to be completed annually. For any potential conflict, the board with the abstention of the interested director, may decide whether such director may participate in any reporting, discussion or vote on the issue that gave rise to the potential conflict. The board shall withhold any information on such issues from the board materials distributed to the applicable director and take all such other action necessary to the applicable director and take all such other action necessary to effectuate this policy. If a majority of the directors who have no direct or indirect interest in the transaction vote to authorize, approve or ratify the transaction, a quorum is present for the purpose of taking such action. Any director with such an interest, relationship or responsibility which conflicts or potentially conflicts with the interest of the credit union, shall recuse himself or herself from any reporting, discussions and vote on the issue that gave rise to the conflict and, if necessary, from the board meeting or applicable part thereof. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The compensation committee is appointed by GreenState Credit Union's (GSCU) board of directors (the "board") to discharge the board's responsibilities relating to compensation of the credit union's executive staff. The committee has overall responsibility for approving and evaluating the President/CEO compensation, benefit and perquisite plans, policies and programs of the credit union. The compensation committee is also responsible for producing an annual report on executive compensation for review by the entire board. The compensation committee shall consist of three to four members of the board. The board will designate one member of the compensation committee as its chairperson. The compensation committee shall have the authority to retain and terminate any compensation consultant assisting in the compensation evaluation of the President/CEO and shall have authority to approve the consultant's fees and other retention terms. The compensation committee shall also have authority to obtain advice and assistance from internal or external legal, accounting or other advisors. Top management team members' compensation levels are determined by the CEO using the same methodology used by other supervisors at the credit union - to ensure that employee reviews are properly conducted in a timely manner, and pay rates are properly authorized by the appropriate management. Procedures for determining hourly pay are reviewed and determined by the human resource executive. A salary administration plan and job position scoring system is used by the credit union. Supervisors review and update job descriptions every two years or more frequently as job responsibilities change or new positions are created. Positions are scored and annually updated to reflect the labor market both geographically and industry wide to ensure ranges are internally consistent, externally competitive and responsive to changes in economic conditions. The salary scale for each position has a minimum, midpoint, and maximum salary. The Credit Unions base salary levels are targeted at or above market levels, so they can best attract and retain the highest quality employees. The credit union adjusts its salary scale yearly for each position so that the midpoint of each range, when combined with incentive opportunities, approximates 75% compensation for the position. The process takes place annually and was last performed in January, 2023. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The following positions are reviewed by the board appointed compensation committee: President/CEO Top Management positions reviewed by the CEO include: Chief Financial Officer Chief Operating Officer Chief Marketing Officer Chief Commercial Officer Chief Mortgage Officer Chief Information Technology Officer Chief Legal Officer Corporate Oversight/Compliance & Risk |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization's governing documents, conflict of interest policy, and financial statements are made available to the public on the organization's website (www.greenstate.org). |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CECL ADJUSTMENT (ASC 326) - -41101413; |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| GreenState Financial LLC | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 274335678 | CUSO Activity | IA | $5,376,297 | $42,339,407 | GreenState Credit Union |
| GreenState Insurance Services LLC | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 463811338 | Insurance Services | IA | $1,668,826 | $9,170,863 | GreenState Financial |
| GreenState Trust Services | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 843860120 | Trust Services | IA | $129,994 | $496,458 | GreenState Financial |
| GreenState Loan Servicing | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 881134445 | Loan Originations | IA | $3,556,407 | $173,014,600 | GreenState Financial |