GreenState Credit Union: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GreenState Credit Union (EIN 42-0804594)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349309216
- Schema version
- 2024v5.1
- 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 | 2025-05-14T14:08:08+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Summers | PreparerPersonNm |
| PTIN | P00838533 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $622,512,983 | 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 | 1038 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $231,704 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $486,320,278 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $473,945,764 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,022,155 | PYInvestmentIncomeAmt |
| CY Investment Income | $69,401,174 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,222,212 | PYOtherRevenueAmt |
| CY Other Revenue | $71,380,270 | CYOtherRevenueAmt |
| PY Total Revenue | $577,564,645 | PYTotalRevenueAmt |
| CY Total Revenue | $614,727,208 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,184,044 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,915,799 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $108,913,031 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $115,899,560 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $548,138,014 | PYOtherExpensesAmt |
| CY Other Expenses | $473,686,422 | CYOtherExpensesAmt |
| PY Total Expenses | $662,235,089 | PYTotalExpensesAmt |
| CY Total Expenses | $594,501,781 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$84,670,444 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,225,427 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,331,220,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,631,477,748 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,545,598,697 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,824,957,202 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $785,621,372 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $806,520,546 | 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 competitive rates. The lending portfolio includes: - Mortgage loans including both first and second mortgages - Consumer loans including primarily auto loans and unsecured personal loans - Commercial Loans including both commercial real-estate and non-real-estate lending In 2024, the credit union originated $2.1 billion of mortgage loans; $767 million of consumer and $128 million of commercial loans. | 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 2024, member deposits grew $107 million. | 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 2024, the credit union processed over 75.8 million financial transactions on behalf of 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 |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 159625 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1038 | 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 | false | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| 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 (24 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Drew Denning | ||||||||
| BOD - Treasurer | 4.0 | Yes (X) | $18,400 | $0 | $0 | |||
| Fred Mims | ||||||||
| BOD - Chairperson | 13.0 | Yes (X) | $25,998 | $0 | $0 | |||
| Kevin Kieth | ||||||||
| Board of Directors | 0.5 | Yes (X) | $7,467 | $0 | $0 | |||
| Laurel Day | ||||||||
| BOD - Secretary | 2.0 | Yes (X) | $20,995 | $0 | $0 | |||
| Lynsey Engels | ||||||||
| BOD - Vice Chariperson | 10.0 | Yes (X) | $19,780 | $0 | $0 | |||
| Mark Rolinger | ||||||||
| BOD - Credit Committee Chairperson | 2.0 | Yes (X) | $23,694 | $0 | $0 | |||
| MJ Dolan | ||||||||
| BOD - Audit Risk Managment Committee Chairperson | 3.0 | Yes (X) | $20,429 | $0 | $0 | |||
| Richard Noble | ||||||||
| Board of Directors | 2.0 | Yes (X) | $19,113 | $0 | $0 | |||
| Tiffany O'Donnell | ||||||||
| BOD - Director | 2.0 | Yes (X) | $18,400 | $0 | $0 | |||
| Christopher Pech | ||||||||
| Chief Legal Officer | 50.0 | $321,351 | $0 | $30,500 | Yes (X) | |||
| Heather Stumpf | ||||||||
| Chief Financial Officer | 50.0 | $311,414 | $0 | $5,122 | Yes (X) | |||
| James Kelly | ||||||||
| Chief Growth Officer | 50.0 | $394,941 | $0 | $28,924 | Yes (X) | |||
| Jennifer Bleil | ||||||||
| Chief People Officer | 50.0 | $192,980 | $0 | $14,537 | Yes (X) | |||
| Katherine Courtney | ||||||||
| Chief Experience & Operating Officer | 50.0 | $626,990 | $0 | $43,930 | Yes (X) | |||
| Ryan Doehrmann | ||||||||
| Chief Consumer Officer | 50.0 | $380,124 | $0 | $10,935 | Yes (X) | |||
| Samantha McSorley | ||||||||
| Chief Commerical & Wealth Officer | 50.0 | $422,916 | $0 | $6,000 | Yes (X) | |||
| Scott Taylor | ||||||||
| Chief Information Officer | 50.0 | $337,498 | $0 | $30,500 | Yes (X) | |||
| Vikram Israni | ||||||||
| Chief Executive Officer | 50.0 | $699,315 | $0 | $60,791 | Yes (X) | |||
| Aaron Kowalski | ||||||||
| VP/Mortgage Loan Officer | 50.0 | $559,102 | $0 | $11,243 | Yes (X) | |||
| Daryn Peterson | ||||||||
| VP/Mortgage Lending | 50.0 | $827,358 | $0 | $23,000 | Yes (X) | |||
| Eric Norman | ||||||||
| VP/Mortgage Lending | 50.0 | $639,455 | $0 | $41,153 | Yes (X) | |||
| Peter Johnson | ||||||||
| VP/Mortgage Loan Officer | 50.0 | $592,765 | $0 | $33,935 | Yes (X) | |||
| Todd Fanning Left 05092024 | ||||||||
| Interim CEO | 50.0 | $942,348 | $0 | $19,511 | Yes (X) | |||
| Scott Langenberg | ||||||||
| VP/Mortgage Loan Officer | 50.0 | $527,508 | $0 | $11,648 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,950,341 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $371,729 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 264 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| Conlon Construction | |||||
| 1100 Rockdale Rd | Dubuque | IA | 52004 | Construction | $6,493,894 |
| RSM US LLP | |||||
| 331 W 3rd S Ste 200 | Davenport | IA | 52801 | Technology Support | $4,520,183 |
| Xactus | |||||
| 370 Reed Road Suite 100 | Boomall | PA | 19008 | Credit Reporting | $4,219,954 |
| Q2 Software Inc | |||||
| 10355 Pecan Park Blvd Suite 100 | Austin | TX | 78729 | Technology Support | $3,896,661 |
| Amperage | |||||
| 5711 Chancellor Dr | Cedar Falls | IA | 50613 | Marketing | $3,289,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 118 | CntrctRcvdGreaterThan100KCnt |
| 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 | $452,348,492 | $452,348,492 | |
| ATM FEE REVENUE | 522100 | $21,597,272 | $21,365,568 | $231,704 |
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 | $473,945,764 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,242,010 | TotalRevenueColumnAmt |
| Exclusion | $72,242,010 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $384,274 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $384,274 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $384,274 | TotalRevenueColumnAmt |
| Exclusion | $384,274 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,944,939 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $7,785,775 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$2,840,836 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,840,836 | TotalRevenueColumnAmt |
| Exclusion | -$2,840,836 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 522100 | $27,931,371 | $27,931,371 |
| SERVICE RELEASE PREMIUMS | 522100 | $21,708,448 | $21,708,448 |
| INTERCHANGE REVENUE | 522100 | $21,356,177 | $21,356,177 |
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 | $70,995,996 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $614,727,208 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $544,710,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $231,704 | UnrelatedBusinessRevenueAmt |
| Exclusion | $69,785,448 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,915,799 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,880,628 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,930,376 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,147,458 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,329,512 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,611,586 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,082 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,131 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,504,496 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,900,087 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,318,015 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,669,738 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,381,569 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,652 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,220 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,487,042 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,703,840 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,906,578 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INTEREST PAID TO MEMBERS | $293,576,466 |
| PROVISION FOR LOAN LOSS | $31,262,343 |
| MISCELLANEOUS EXPENSE | $29,161,539 |
| PROCESSING FEES | $19,070,624 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,501,781 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,214,200,234 | BOYAmt |
| EOY | $1,020,345,348 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,582,520 | BOYAmt |
| EOY | $18,012,027 | 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 | $9,485,460,076 | BOYAmt |
| EOY | $8,922,728,777 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,718,970 | BOYAmt |
| EOY | $13,914,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $190,893,101 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,663,336 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,340,132 | BOYAmt |
| EOY | $143,229,765 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,134,906 | BOYAmt |
| EOY | $114,036,375 | 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 | $134,990,764 | BOYAmt |
| EOY | $133,026,365 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,792,467 | BOYAmt |
| EOY | $266,184,247 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,331,220,069 | BOYAmt |
| EOY | $10,631,477,748 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,243,705 | BOYAmt |
| EOY | $55,688,355 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
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 | $1,250,843,765 | BOYAmt |
| EOY | $1,191,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,212,511,227 | BOYAmt |
| EOY | $8,578,268,847 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,545,598,697 | BOYAmt |
| EOY | $9,824,957,202 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,621,372 | BOYAmt |
| EOY | $806,520,546 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,621,372 | BOYAmt |
| EOY | $806,520,546 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,331,220,069 | BOYAmt |
| EOY | $10,631,477,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $20,225,427 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $673,747 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| 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 | $40,991,909 | OtherCostOrOtherBasisAmt |
| Book Value | $40,991,909 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,548,079 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,446,213 | DepreciationAmt |
| Book Value | $91,101,866 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $406,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,795 | DepreciationAmt |
| Book Value | $391,784 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,636,689 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,202,328 | DepreciationAmt |
| Book Value | $8,434,361 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,309,845 | OtherCostOrOtherBasisAmt |
| Book Value | $2,309,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $143,229,765 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| MEMBER CHECKING & SAVINGS ACCOUNT | $3,150,124,346 |
| CD'S & IRA'S | $4,364,066,561 |
| NONMEMBER MMA | $1,064,077,940 |
| ROU LIABILITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,578,268,847 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
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 (162 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN LEGION | |||||||
| 720 Lyon St | Des Moines | IA | 50309 | 420113005 | 501(c)19 | $5,000 | Commander Level Sponsorship First Responder Award |
| American National Red Cross | |||||||
| 2116 Grand Ave | Des Moines | IA | 50312 | 530196605 | 501(c)(3) | $5,000 | Sound the Alarm- Save A Life |
| American National Red Cross | |||||||
| 2116 Grand Ave | Des Moines | IA | 50312 | 530196605 | 501(c)(3) | $5,000 | Heroes of the Heartland |
| Back 2 School Iowa | |||||||
| 1021 N Dakota Ave | Ames | IA | 50014 | 824046219 | 501(c)(3) | $10,000 | 2024 LadyLike PowHER Summit Ally Night |
| Cedar Valley Cancer Committee | |||||||
| 1407 Asbury Lane | Waterloo | IA | 50701 | 421445986 | 501(c)(3) | $5,000 | Pink Ribbon Run |
| Big Brothers Big Sisters Of Central Iowa Inc | |||||||
| 2130 Grand Ave | Des Moines | IA | 50312 | 421184999 | 501(c)(3) | $5,000 | Bowl for Kids' Sake |
| Big Brothers Big Sisters Of Johnson County Inc | |||||||
| 3109 Old Hwy 218 S | Iowa City | IA | 52246 | 426061606 | 501(c)(3) | $8,000 | Bowl for Kids' Sake 2024 |
| Road Runners Club Of America | |||||||
| Quad-City Times Bix 7 1225 E River | Davenport | IA | 52803 | 930708918 | 501(c)(3) | $5,000 | Quad-City Times Bix 7 |
| Blank Park Zoo Foundation Inc | |||||||
| 7401 SW 9Th St | Des Moines | IA | 503156667 | 421171821 | 501(c)(3) | $5,000 | Wild Lights Festival - Supporting Partner |
| Boys And Girls Club Of Greater Dubu Que | |||||||
| 1299 Locust St | Dubuque | IA | 52001 | 420710263 | 501(c)(3) | $5,000 | Bobby Anderson Boys & Girls Club Golf Fun Day Sponsored by the Diamond Jo Casino |
| Boys & Girls Clubs Of The Corridor | |||||||
| 420 6th Street SE Suite 240 | Cedar Rapids | IA | 52401 | 421434056 | 501(c)(3) | $8,750 | Community Partner |
| Boys & Girls Clubs Of The Corridor | |||||||
| 420 6th Street SE Suite 240 | Cedar Rapids | IA | 52401 | 421434056 | 501(c)(3) | $15,000 | Unlocking the Future Campaign |
| Boys & Girls Clubs Of The Corridor | |||||||
| 420 6th Street SE Suite 240 | Cedar Rapids | IA | 52401 | 421434056 | 501(c)(3) | $8,750 | Community Partner |
| Boys And Girls Clubs Of The Cedar Valley Inc | |||||||
| 515 Lime St | Waterloo | IA | 50703 | 426083723 | 501(c)(3) | $15,000 | 2024-2025 Sponsorship |
| Bravo Greater Des Moines Inc | |||||||
| 801 Grand Ave | Des Moines | IA | 50309 | 203598346 | 501(c)(3) | $5,000 | 2024 Bravo Awards GAla |
| Capital City Pride Des Moines | |||||||
| 2643 Beaver Ave 170 | Des Moines | IA | 50310 | 770690820 | 501(c)(3) | $7,500 | Pride Festival |
| Community Foundation of Johnson | |||||||
| 501 12th Ave Suite 102 | Coralville | IA | 52241 | 421508117 | 501(c)(3) | $13,333 | Refugee Resettlement and Immigrant Housing Project |
| Cedar Basin Jazz Festival Inc | |||||||
| 1008 Erik Road | Cedar Falls | IA | 50613 | 421423557 | 501(c)(3) | $12,000 | Cedar Basin Music Festival 2023 |
| Cedar Rapids Community School District Foundation | |||||||
| 501 1st St SE | Cedar Rapids | IA | 52401 | 421197912 | 501(c)(3) | $25,000 | Professional Development Grants |
| Cedar Rapids Freedom Festival Inc | |||||||
| 50 2nd Ave Bridge | Cedar Rapids | IA | 52401 | 421329035 | 501(c)(3) | $25,000 | Freedom Festival |
| Cedar Rapids Metro Economic Alliance | |||||||
| 501 1st St SE | Cedar Rapids | IA | 52401 | 420172900 | 501(c)(6) | $25,000 | Buy Local Programming |
| Cedar Valley Humane Society | |||||||
| 7411 Mt Vernon Rd | Cedar Rapids | IA | 52403 | 420814023 | 501(c)(3) | $8,333 | Expanding Our Pawprint Capital Campaign |
| Cedar Valley United Way | |||||||
| 425 Cedar Street Suite 300 | Waterloo | IA | 50701 | 420801846 | 501(c)(3) | $5,000 | Corporate Gift - 2024 Campaign |
| Chicago Zoological Society | |||||||
| 3300 Golf Rd | Brookfield | IL | 60513 | 362167016 | 501(c)(3) | $10,000 | Splash Pad at Living Coast |
| Childrens Cancer Connection | |||||||
| 5701 Greendale Road | Johnston | IA | 50131 | 421313167 | 501(c)(3) | $5,000 | Teen Camp-Eastern Iowa Fundraising Events Sponsor |
| Childrens Cancer Connection | |||||||
| 5701 Greendale Road | Johnston | IA | 50131 | 421313167 | 501(c)(3) | $5,000 | Teen Camp-Eastern Iowa Fundraising Events Sponsor |
| Childserve Foundation Inc | |||||||
| 5406 Merle Hay Rd | Johnston | IA | 50131 | 421157665 | 501(c)(3) | $6,000 | ChildServe's Bubble Ball and Launch + Learn - Iowa City |
| City of Hiawatha | |||||||
| 101 Emmons St | Hiawatha | IA | 52233 | 426025060 | municipal government | $7,250 | Music in the Park |
| City of West Des Moines | |||||||
| 4200 Mills Civic Parkway | West Des Moines | IA | 50265 | 426005359 | municipal government | $16,667 | Historic West Des Moines Housing Fund |
| Community Foundation Of Greater Dubuque | |||||||
| 700 Locust St Suite 195 | Dubuque | IA | 52001 | 421526614 | 501(c)(3) | $5,000 | Gary Dolphin Journalism Scholarship Gala |
| 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 |
| Community Theatre Of Cedar Rapids Inc | |||||||
| 102 3rd St SE | Cedar Rapids | IA | 52401 | 420890913 | 501(c)(3) | $10,000 | Theatre Cedar Rapids Lounge Sponsorship |
| Community Theatre Of Cedar Rapids Inc | |||||||
| 102 3rd St SE | Cedar Rapids | IA | 52401 | 420890913 | 501(c)(3) | $25,000 | TCR's Dream Here. Do Here. Capital Campaign |
| Corridor Business Journal | |||||||
| 2345 Landon Road Suite 100 | North Liberty | IA | 52317 | 760758768 | Inc | $5,000 | Diversity Symposium |
| Corridor Business Journal | |||||||
| 2345 Landon Road Suite 100 | North Liberty | IA | 52317 | 760758768 | Inc | $5,000 | CEO Open |
| Cultureall Inc | |||||||
| 3311 100th Street PO BOX 3913 | Urbandale | IA | 50323 | 562524321 | 501(c)(3) | $5,000 | Culture in the classroom develops skills for navigating diversity |
| 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 |
| Des Moines Area Religious Council | |||||||
| 100 Army Post Rd | Des Moines | IA | 50315 | 420788211 | 501(c)(3) | $5,000 | Spring Greens |
| Des Moines Art Festival Inc | |||||||
| PO Box 1434 | Des Moines | IA | 50309 | 421471969 | 501(c)(3) | $20,000 | Des Moines Arts Festival |
| Des Moines Refugee Support | |||||||
| 1110 South Avenue | Norwalk | IA | 50211 | 843102842 | 501(c)(3) | $5,000 | Sharing Stories: An Evening with Des Moines Refugee Support |
| Quad Cities Chamber Of Commerce Inc | |||||||
| 331 W 3rd St Ste 100 | Davenport | IA | 52801 | 273065786 | 501(c)(6) | $20,000 | Alternating Currents + QC Hot Spots |
| Dream Iowa | |||||||
| 520 35th Street | Des Moines | IA | 50312 | 814018321 | 501(c)(3) | $5,000 | Youth Leadership Summit |
| Dubuque Community Y | |||||||
| 35 N Booth St | Dubuque | IA | 52001 | 420934471 | 501(c)(3) | $25,000 | You Can Be Great Here - Capital Campaign |
| Dubuque County Historical Society | |||||||
| 350 E 3rd Street | Dubuque | IA | 52001 | 426072050 | 501(c)(3) | $12,500 | Preserve the Wonder |
| Habitat For Humanity International Inc | |||||||
| 1600 E Roosevelt Ave | Wheaton | IL | 60187 | 364003119 | 501(c)(3) | $5,000 | Home Dedication Sponsor |
| EDC Inc | |||||||
| 230 2nd St SE Suite 212 | Cedar Rapids | IA | 52401 | 421447565 | 501(c)(6) | $10,000 | Entrepreneurial Development Center (EDC) Vitality |
| Englert Civic Theatre Inc Non Profit | |||||||
| 221 E Washington St | Iowa City | IA | 52240 | 421508154 | 501(c)(3) | $13,000 | Mission Creek Festival |
| Faith Academy | |||||||
| 1030 Crosspark Ave | Iowa City | IA | 52240 | 823695813 | 501(c)(3) | $7,500 | 2024 Give & Grow School Match |
| Family And Childrens Council Of Black Hawk County Inc | |||||||
| 208 E 4th St | Waterloo | IA | 50703 | 421307663 | 501(c)(3) | $15,000 | Take Charge of Your Body Sexual Abuse Prevention Program in Schools |
| 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 |
| Filmscene | |||||||
| 404 E College 100 | Iowa City | IA | 52240 | 454103745 | 501(c)(3) | $10,000 | Teen Cinema Programs |
| United Way And Community Foundation Of Greater Fort Dodge | |||||||
| 24 N 9th St Suite B | Fort Dodge | IA | 50501 | 421439853 | 501(c)(3) | $5,000 | Corporate Gift - 2024 Campaign |
| Four Oaks Family And Childrens Services | |||||||
| 5400 Kirkwood Blvd SW | Cedar Rapids | IA | 52404 | 420998726 | 501(c)(3) | $5,000 | Four Oaks 2024 Pickleball Classic |
| Freeport Festivals Inc | |||||||
| 208 W Stephenson St | Freeport | IL | 61032 | 921236355 | 501(c)(3) | $5,000 | Tutty Baker Fest 2024 |
| Friends Of Historic Downtown West Branch | |||||||
| 127 W Main St | West Branch | IA | 52358 | 203304311 | 501(c)(3) | $5,000 | 2024 Events and Community Initiatives |
| University of Northern Iowa Gallagher Bluedorn Performing Arts Center | |||||||
| 8201 Dakota Street | Cedar Falls | IA | 50613 | 426004333 | State Agency | $5,000 | 2024 Block Parties |
| Greater Poweshiek Community Foundation | |||||||
| 1510 Penrose Street | Grinnell | IA | 50112 | 421298055 | 501(c)(3) | $5,000 | Business Partner in Philanthropy Program |
| GreenState Foundation | |||||||
| PO Box 800 | North Liberty | IL | 52317 | 880616839 | 501(c)(3) | $1,200,000 | GreenState Foundation |
| Grinnell Regional Medical Center | |||||||
| 210 4th Ave | Grinnell | IA | 50112 | 421454737 | 501(c)(3) | $12,500 | Delivering Our Future capital campaign |
| Grinnell School of Music | |||||||
| 720 5th Avenue | Grinnell | IA | 50112 | 883118049 | 501(c)(3) | $10,000 | Capital Campaign |
| Hand In Hand | |||||||
| 3860 Middle Road | Bettendorf | IA | 52722 | 421508508 | 501(c)(3) | $5,000 | 15th Annual Hand in Hand Chili cook-off |
| Hawkeye Sports Properties Learfield | |||||||
| 1100 6th St Suite 102 | Coralville | IA | 52241 | 470911648 | Joint Venture | $60,000 | Kirks Kids |
| Heritage Christian School | |||||||
| 255 Hackberry Street | North Liberty | IA | 52317 | 421386017 | 501(c)(3) | $7,500 | 2024 Give & Grow School Match |
| Heritage Christian School | |||||||
| 255 Hackberry Street | North Liberty | IA | 52317 | 421386017 | 501(c)(3) | $5,000 | Educating For Eternity Gala |
| His Hands Free Medical Clinic | |||||||
| 1245 Second Ave SE | Cedar Rapids | IA | 52403 | 391878606 | 501(c)(3) | $10,000 | Great Need. Great Care. The campaign to grow His Hands Free Clinic |
| Holy Family Catholic Schools | |||||||
| 2005 Kane St | Dubuque | IA | 52001 | 420792429 | 501(c)(3) | $5,000 | Circle of Celebration |
| Hopes Front Door | |||||||
| 1047 Curtiss Street | Downers Grove | IL | 60515 | 270073814 | 501(c)(3) | $5,500 | Hands of Hope Luncheon, Pathways to Financial Health Sponorship |
| Horizons A Family Service Alliance | |||||||
| 819 5th Street SE | Cedar Rapids | IA | 52401 | 421135083 | 501(c)(3) | $5,000 | Cookies with Compassion and Lunchbox |
| Houses Into Homes | |||||||
| 401 6th Ave Suite 1 | Coralville | IA | 52241 | 824622847 | 501(c)(3) | $6,000 | Truck sponsorship |
| Indian Creek Nature Center | |||||||
| 5300 Otis Rd SE | Cedar Rapids | IA | 53403 | 237260197 | 501(c)(3) | $5,000 | Field Trips |
| Indian Prairie School District #204 | |||||||
| 780 Shoreline Drive | Aurora | IL | 60504 | 362746876 | Public School | $8,000 | Indian Prairie School District Volunteer Recognition Program |
| Iowa Basketball Holdings LLC | |||||||
| 730 3rd st | Des Moines | IA | 50309 | 411796677 | LLC | $25,000 | Iowa Wolves Partnership |
| 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 |
| Iowa Childrens Museum | |||||||
| 1451 Coral Ridge Ave Suite 715 | Coralville | IA | 52241 | 421461422 | 501(c)(3) | $31,500 | Program and Exhibit Support for The ICM 2024-2026 |
| Iowa City Community School District Foundation | |||||||
| 1725 N Dodge St | Iowa City | IA | 52245 | 421177023 | 501(c)(3) | $6,000 | City High Music Programs in Memory of Susan Ahlers Leman |
| Iowa City Community School District Foundation | |||||||
| 1725 N Dodge St | Iowa City | IA | 52245 | 421177023 | 501(c)(3) | $13,340 | 2024 Give & Grow School Match |
| Iowa City Community School District Foundation | |||||||
| 1725 N Dodge St | Iowa City | IA | 52245 | 421177023 | 501(c)(3) | $83,333 | School of the Wild |
| Iowa City Downtown Self Supported Municipal Improvement District | |||||||
| 103 E College Street Suite 200 | Iowa City | IA | 52240 | 421376887 | 501(c)(6) | $10,000 | Holiday Kid's Market and Pop-Up Shop |
| Iowa City Downtown Self Supported Municipal Improvement District | |||||||
| 103 E College Street Suite 200 | Iowa City | IA | 52240 | 421376887 | 501(c)(6) | $8,000 | 2024 Downtown Block Party |
| Iowa City Downtown Self Supported Municipal Improvement District | |||||||
| 103 E College Street Suite 200 | Iowa City | IA | 52240 | 421376887 | 501(c)(6) | $15,000 | Downtown Delivers |
| Iowa City Parks and Recreation | |||||||
| 220 S Gilbert Street | Iowa City | IA | 52240 | 426004805 | municipal government | $5,000 | Market Music and Farmer's Market Events |
| 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 |
| Iowa Coalition Against Domestic Vio Lence | |||||||
| 4725 Merle Hay Road STE 107 | Des Moines | IA | 50322 | 421285094 | 501(c)(3) | $45,000 | Survivors Achieving Financial Empowerment Program (SAFE) |
| Iowa College Foundation | |||||||
| 505 5th Avenue Suite 1034 | Des Moines | IA | 50309 | 420745995 | 501(c)(3) | $15,000 | ICF Annual Unrestricted Funding Request and Opportunity Scholarship Challenge Program Request |
| Iowa Heartlanders | |||||||
| 802 Quarry Road | Coralville | IA | 52241 | 931655831 | LLC | $15,000 | 24-25 Iowa Heartlanders Season Sponsorship |
| Iowa Migrant Movement For Justice | |||||||
| 2024 Forest Ave Suite 101 PO Box 4 | Des Moines | IA | 50311 | 850869579 | 501(c)(3) | $5,000 | Annual Membership Meeting |
| Iowa Soccer Development Foundation Inc | |||||||
| PO Box 434 | Des Moines | IA | 50302 | 844367003 | 501(c)(3) | $16,667 | Pro Iowa |
| Iowa Sports Foundation | |||||||
| 1421 S Bell Ave Suite 104 | Ames | IA | 50010 | 421278326 | 501(c)(3) | $15,000 | Grizzlies Youth Wheelchair Basketball Program |
| Iowa Womens Foundation | |||||||
| 2201 Grantview Drive Suite 200 | Coralville | IA | 52241 | 421431092 | 501(c)(3) | $10,000 | IWF Annual Luncheon |
| Johnson County Affordable Housing Coalition | |||||||
| 322 E 2nd St | Iowa City | IA | 52240 | 813048753 | 501(c)(3) | $5,000 | Key Sponsor |
| Julien Dubuque International Film Festival | |||||||
| 450 Bradley Street | Dubuque | IA | 52003 | 264261800 | 501(c)(3) | $10,000 | Julien Dubuque International Film Festival |
| Junior Achievement Of Eastern Iowa | |||||||
| 324 3rd StSE | Cedar Rapids | IA | 52401 | 420919209 | 501(c)(3) | $5,000 | Goals For Good 2024-2025 Highlanders Season |
| Junior Achievement Of Eastern Iowa | |||||||
| 324 3rd StSE | Cedar Rapids | IA | 52401 | 420919209 | 501(c)(3) | $16,667 | 3DE Founding Partner |
| Junior Achievement Of Eastern Iowa | |||||||
| 324 3rd StSE | Cedar Rapids | IA | 52401 | 420919209 | 501(c)(3) | $16,667 | 3DE Founding Partner |
| Junior Achievement Of Eastern Iowa | |||||||
| 324 3rd StSE | Cedar Rapids | IA | 52401 | 420919209 | 501(c)(3) | $16,667 | 3DE Founding Partner |
| Junior Achievement Of The Heartland | |||||||
| 800 12th Avenue | Moline | IL | 61265 | 420919209 | 501(c)(3) | $15,000 | 2024 JA Inspire Career Expo & 2025 JA Bowl-A-Thon |
| Jdrf International | |||||||
| 1026 A Ave NE | Cedar Rapids | IA | 52406 | 231907729 | 501(c)(3) | $10,000 | JDRF One Walk | JDRF Promise Gala |
| Kirkwood Community College Foundation | |||||||
| 6301 Kirkwood Blvd SW | Cedar Rapids | IA | 52404 | 237076632 | 501(c)(3) | $5,000 | Financial Literacy Fair, STEAM Institute, Career Discovery Tours |
| Kirkwood Community College Foundation | |||||||
| 6301 Kirkwood Blvd SW | Cedar Rapids | IA | 52404 | 237076632 | 501(c)(3) | $5,000 | GreenState Credit Union Scholarship |
| Knock And Drop Iowa | |||||||
| 4801 Franklin Ave | Des Moines | IA | 50310 | 850633938 | 501(c)(3) | $10,000 | KARLA RANGEL - KADI CULTURALLY SPECIFIC FOODS |
| Latinas Latinos Al Exito Inc | |||||||
| PO Box 93531 | Des Moines | IA | 50393 | 270933503 | 501(c)(3) | $5,000 | Al Exito University @ Drake University 2024 |
| Latino Resources Inc | |||||||
| 4217 UNIVERSITY AVE Suite 1 | Des Moines | IA | 50311 | 542074268 | 501(c)(3) | $10,000 | Iowa Latino Heritage Festival 2024 |
| Linking Families and Communities | |||||||
| 822 Central Avenue | Fort Dodge | IA | 50501 | 421595304 | 501(c)(3) | $10,000 | Planting the SEEDS for a Brighter Future |
| Malcolm Eaton Enterprises | |||||||
| 570 West Lamm Road | Freeport | IL | 61032 | 362606239 | 501(c)(3) | $20,000 | Community Integrated Living Arrangement (CILA) |
| Marion Independent School Foundation And Alumni Association | |||||||
| 777 South 15th Street | Marion | IA | 52302 | 421343360 | 501(c)(3) | $5,000 | FASTWorks |
| Mentor Iowa | |||||||
| 2332 Rocklyn Drive | Urbandale | IA | 50322 | 237329212 | 501(c)(3) | $5,000 | 21st annual Mentor Iowa auction |
| Montgomery Companies | |||||||
| 1702 Green Oak Cir | Tiffin | IA | 52340 | 824403949 | LLC | $5,000 | Leadership Summit |
| Mutual Ground Inc | |||||||
| 418 Oak Avenue | Aurora | IL | 60506 | 362921680 | 501(c)(3) | $5,000 | Mutual Ground's Walk for Hope & Shine Gala |
| National Balloon Classic Ltd | |||||||
| 711 N Jefferson Way | Indianola | IA | 50125 | 510137286 | 501(c)(3) | $8,000 | National Balloon Classic |
| Newbo City Market | |||||||
| 1100 Third St SE | Cedar Rapids | IA | 52401 | 270600567 | 501(c)(3) | $5,000 | Meet Me at the Market |
| No Foot Too Small | |||||||
| 1150 5th Street | Coralville | IA | 52241 | 824301632 | 501(c)(3) | $20,000 | Support No Foot Too Small |
| North Liberty Community Betterment Group | |||||||
| PO Box 77 | North Liberty | IA | 52317 | 272559163 | 501(c)(3) | $10,000 | North Liberty Blues & BBQ |
| North Liberty Community Pantry | |||||||
| 89 N Jones Blvd | North Liberty | IA | 52317 | 934107271 | 501(c)(3) | $20,000 | Planting New Roots |
| Rockton Lions Club Charities | |||||||
| 220 E Haywick St | Rockton | IL | 61072 | 562496204 | 501(c)(3) | $5,000 | Old Settlers Days |
| Orchestra Iowa Inc | |||||||
| 119 3rd Ave SE | Cedar Rapids | IA | 52401 | 420772544 | 501(c)(3) | $5,000 | Orchestra Iowa's 2023-24 Education Programs and App Sponsorship |
| Orchestra Iowa Inc | |||||||
| 119 3rd Ave SE | Cedar Rapids | IA | 52401 | 420772544 | 501(c)(3) | $5,000 | Orchestra Iowa's 2023-24 Education Programs and App Sponsorship |
| Our Land Our Water Our Future | |||||||
| 136 S Dubuque St | Iowa City | IA | 52240 | 993278047 | Political Org | $10,000 | Our Land Our Water Our Future |
| Paramount Arts Centre Inc | |||||||
| 8 East Galena Blvd | Aurora | IL | 60506 | 363189061 | 501(c)(3) | $15,000 | Spotlight Sponsor Disney's "Frozen" The Musical |
| Polk County Housing Trust Fund | |||||||
| 505 5th Avenue | Des Moines | IA | 50309 | 421510879 | 501(c)(3) | $7,500 | STABLE STEADY STRONG 2024 |
| Principal Charity | |||||||
| PO Box 93905 | Des Moines | IA | 50393 | 812651226 | 501(c)(3) | $15,000 | Principal Charity Classic |
| Main Street Iowa LLC dba Quad Cities River Bandits | |||||||
| 5120 Hamilton Ct | Davenport | IA | 52807 | 113804992 | LLC | $5,000 | Quad Cities River Bandits |
| Regina Foundation | |||||||
| 2140 Rochester Avenue | Iowa City | IA | 52245 | 510158837 | 501(c)(3) | $17,250 | 2024 Annual Funding Proposal |
| River Bend Food Reservoir | |||||||
| 4010 Kimmel Drive | Davenport | IA | 52802 | 363147342 | 501(c)(3) | $25,000 | Expanding to End Hunger Capital Campaign |
| Ronald McDonald House Charities of Eastern Iowa and Western Illinois | |||||||
| 730 Hawkins Dr | Iowa City | IA | 52246 | 421189783 | 501(c)(3) | $5,000 | Red Shoe Run/Walk 5K |
| Safety Village Of Johnson County | |||||||
| PO Box 5551 | Coralville | IA | 52241 | 922596941 | 501(c)(3) | $5,000 | Safety Village of Johnson County |
| SAINT EDMOND CATHOLIC SCHOOL FOUNDATION | |||||||
| 2220 4th Ave N | Fort Dodge | IA | 50501 | 262935041 | 501(c)(3) | $7,500 | 2024 Give & Grow School Match |
| Iowa Special Olympics Inc | |||||||
| PO Box 620 | Grimes | IA | 50111 | 520889518 | 501(c)(3) | $25,000 | Special Olympics Iowa |
| State University Of Iowa Foundation | |||||||
| 1 W Park Road | Iowa City | IA | 52242 | 420796760 | 501(c)(3) | $10,000 | Hancher's 24/25 Season - Named Recognition On Mean Girls |
| Summer Of The Arts Inc | |||||||
| 319 E 1st Street | Iowa City | IA | 52240 | 421412706 | 501(c)(3) | $5,500 | Free Movie Series |
| Summer Of The Arts Inc | |||||||
| 319 E 1st Street | Iowa City | IA | 52240 | 421412706 | 501(c)(3) | $32,000 | Iowa City Jazz Festival |
| Conservation Foundation | |||||||
| 10S404 Knoch Knolls | Naperville | IL | 60565 | 237221206 | 501(c)(3) | $5,250 | Fall Fundraiser, Green Earth Harvest, Youth Ed, Membership Events and Music on the Farm Sponsorship |
| The Director's Council | |||||||
| 1910 Ingersoll Ave | Des Moines | IA | 50309 | 421524040 | 501(c)(3) | $5,000 | One Economy Initiative |
| Domestic Violence Intervention Prog | |||||||
| 1105 S Gilbert Ct Ste 300 | Iowa City | IA | 52240 | 421124902 | 501(c)(3) | $16,667 | "Finding Safety, Building Hope'' |
| The Dream Center | |||||||
| 611 Southgate Ave | Iowa City | IA | 52240 | 460942657 | 501(c)(3) | $5,000 | Empowerment Symposium: Inspiring Black and Brown professionals to lead |
| Leukemia & Lymphoma Society Inc | |||||||
| 700 Westown Pkwy 260 | West Des Moines | IA | 50266 | 135644916 | 501(c)(3) | $5,000 | LLS Light The Night Team Photo Sponsorship |
| Morton Arboretum | |||||||
| 4100 Illinois Rte 53 | Lisle | IL | 60532 | 361505770 | 501(c)(3) | $25,000 | Fall Color Festival |
| The New Bohemian Innovation Collaborative Inc | |||||||
| 415 12th Ave SE | Cedar Rapids | IA | 52401 | 464387860 | 501(c)(3) | $5,000 | EntreFEST |
| The Pork Tornadoes | |||||||
| 495 Oak Park Cir | Marion | IA | 52302 | 824418956 | LLC | $5,000 | The Pork Tornadoes at Alliant Energy Powerhouse |
| The Salvation Army | |||||||
| 520 Hollister Avenue | Rockford | IL | 61108 | 362167910 | 501(c)(3) | $10,000 | Koats4Kids |
| Updowntowners Of Waterloo Inc | |||||||
| 512 Mulberry St | Waterloo | IA | 50703 | 421266451 | 501(c)(3) | $5,000 | Downtown Waterloo's Food Truck Festival |
| Iowa City-Coralville Convention And Vistors Bureau | |||||||
| 900 1st Ave | Coralville | IA | 52241 | 421203842 | 501(c)(6) | $5,000 | Think Iowa City Foodie February |
| Iowa City-Coralville Convention And Vistors Bureau | |||||||
| 900 1st Ave | Coralville | IA | 52241 | 421203842 | 501(c)(6) | $40,000 | Herky on Parade 3 |
| Trees Forever Inc | |||||||
| 80 W 8th Ave | Marion | IA | 52302 | 421419181 | 501(c)(3) | $25,000 | TreeKeepers |
| United Way of Central Iowa | |||||||
| 1111 Ninth Street Suite 100 | Des Moines | IA | 50314 | 420680425 | 501(c)(3) | $20,000 | Corporate Gift - 2024 Campaign |
| United Way Of Dubuque Area Tri- States | |||||||
| 215 w 6th Street | Dubuque | IA | 52001 | 420761060 | 501(c)(3) | $5,000 | Corporate Gift - 2024 Campaign |
| United Way of East Central Iowa | |||||||
| 317 7th Ave Se Ste 401 | Cedar Rapids | IA | 52401 | 420861239 | 501(c)(3) | $15,000 | Corporate Gift - 2024 Campaign |
| United Way Of Johnson & Washington Counties Inc | |||||||
| 1150 5th Street Suite 290 | Coralville | IA | 52241 | 426062055 | 501(c)(3) | $15,000 | Corporate Gift - 2024 Campaign |
| United Way Of Johnson & Washington Counties Inc | |||||||
| 1150 5th Street Suite 290 | Coralville | IA | 52241 | 426062055 | 501(c)(3) | $5,000 | 17th Annual Power of the Purse |
| United Way Quad Cities | |||||||
| 852 Middle Road Suite 401 | Bettendorf | IA | 52722 | 362725960 | 501(c)(3) | $10,000 | Corporate Gift - 2024 Campaign |
| State University Of Iowa Foundation | |||||||
| One West Park Road PO Box 4550 | Iowa City | IA | 52244 | 420796760 | 501(c)(3) | $30,000 | Carver Circle campaign - Iowa Wrestling training facility |
| Variety The Childrens Charity Of Iowa | |||||||
| 505 5th Avenue Suite 310 | Des Moines | IA | 50309 | 426077108 | 501(c)(3) | $15,000 | Polo on the Green and 2 Specialized pieces of equipment |
| Waterloo Community Schools Foundation | |||||||
| 201 Tower Park Dr Ste 106 | Waterloo | IA | 50701 | 421364293 | 501(c)(3) | $5,000 | Annual Sponsorship Program |
| Waypoint Services For Women Children And Families | |||||||
| 318 5th St SE | Cedar Rapids | IA | 52401 | 420680307 | 501(c)(3) | $15,000 | Capital Campaign |
| Waypoint Services For Women Children And Families | |||||||
| 318 5th St SE | Cedar Rapids | IA | 52401 | 420680307 | 501(c)(3) | $10,000 | Waypoint Corporate Sponsorship |
| West Des Moines Parks & Recreation | |||||||
| 4200 Mills Civic Parkway | West Des Moines | IA | 50265 | 426005359 | municipal government | $30,000 | MidAmerican RecPlex Field Sponsor |
| Willkie House Incorporated | |||||||
| 900 17th Street | Des Moines | IA | 50314 | 420680433 | 501(c)(3) | $5,000 | Willkie House Gym Renovation |
| Wings2water | |||||||
| 2515 Arthur Collins Parkway SW | Cedar Rapids | IA | 52404 | 843818542 | 501(c)(3) | $25,000 | First Class Water Warriors a.k.a. Water Warriors |
| Iwlc | |||||||
| 415 12th Ave SE Suite 120 | Cedar Rapids | IA | 52401 | 452932668 | 501(c)(3) | $10,000 | 2024 Cedar Rapids, QC and Des Moines Conferences |
| Iwlc | |||||||
| 415 12th Ave SE Suite 120 | Cedar Rapids | IA | 52401 | 452932668 | 501(c)(3) | $5,000 | 2024 Cedar Rapids, QC and Des Moines Conferences |
| Wright House Of Fashion | |||||||
| 910 South Gilbert Street | Iowa City | IA | 52240 | 873686197 | 501(c)(3) | $5,000 | Night School |
| Young Mens Christian Association Of The Iowa Mississippi Valley | |||||||
| 624 West 53rd Street | Davenport | IA | 52806 | 420703278 | 501(c)(3) | $5,000 | 2024 Annual Campaign |
| Zach Johnson Foundation | |||||||
| PO Box 2336 | Cedar Rapids | IA | 52406 | 272683100 | 501(c)(3) | $15,000 | Zach Johnson Foundation Classic & Gala |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 138 | Total501c3OrgCnt |
| Total Other Org | 24 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vikram Israni | ||||||||||||||
| Chief Executive Officer | $598,644 | $0 | $0 | $0 | $100,671 | $0 | $50,404 | $0 | $10,387 | $0 | $760,106 | $0 | $0 | $0 |
| Katherine Courtney | ||||||||||||||
| Chief Experience & Operating Officer | $475,000 | $0 | $150,000 | $0 | $1,990 | $0 | $43,930 | $0 | $0 | $0 | $670,920 | $0 | $0 | $0 |
| Samantha McSorley | ||||||||||||||
| Chief Commerical & Wealth Officer | $345,844 | $0 | $75,352 | $0 | $1,720 | $0 | $6,000 | $0 | $0 | $0 | $428,916 | $0 | $0 | $0 |
| James Kelly | ||||||||||||||
| Chief Growth Officer | $342,235 | $0 | $51,184 | $0 | $1,522 | $0 | $18,780 | $0 | $10,144 | $0 | $423,865 | $0 | $0 | $0 |
| Ryan Doehrmann | ||||||||||||||
| Chief Consumer Officer | $308,520 | $0 | $69,614 | $0 | $1,990 | $0 | $0 | $0 | $10,935 | $0 | $391,059 | $0 | $0 | $0 |
| Scott Taylor | ||||||||||||||
| Chief Information Officer | $335,976 | $0 | $0 | $0 | $1,522 | $0 | $30,500 | $0 | $0 | $0 | $367,998 | $0 | $0 | $0 |
| Christopher Pech | ||||||||||||||
| Chief Legal Officer | $319,289 | $0 | $0 | $0 | $2,062 | $0 | $30,500 | $0 | $0 | $0 | $351,851 | $0 | $0 | $0 |
| Heather Stumpf | ||||||||||||||
| Chief Financial Officer | $309,694 | $0 | $0 | $0 | $1,720 | $0 | $0 | $0 | $5,122 | $0 | $316,536 | $0 | $0 | $0 |
| Jennifer Bleil | ||||||||||||||
| Chief People Officer | $171,816 | $0 | $20,000 | $0 | $1,164 | $0 | $9,815 | $0 | $4,722 | $0 | $207,517 | $0 | $0 | $0 |
| Todd Fanning Left 05092024 | ||||||||||||||
| Interim CEO | $207,839 | $0 | $133,333 | $0 | $601,176 | $0 | $16,610 | $0 | $2,901 | $0 | $961,859 | $0 | $0 | $0 |
| Daryn Peterson | ||||||||||||||
| VP/Mortgage Lending | $52,020 | $0 | $773,322 | $0 | $2,016 | $0 | $23,000 | $0 | $0 | $0 | $850,358 | $0 | $0 | $0 |
| Eric Norman | ||||||||||||||
| VP/Mortgage Lending | $89,348 | $0 | $548,717 | $0 | $1,390 | $0 | $30,500 | $0 | $10,653 | $0 | $680,608 | $0 | $0 | $0 |
| Peter Johnson | ||||||||||||||
| VP/Mortgage Loan Officer | $41,086 | $0 | $549,649 | $0 | $2,030 | $0 | $23,000 | $0 | $10,935 | $0 | $626,700 | $0 | $0 | $0 |
| Aaron Kowalski | ||||||||||||||
| VP/Mortgage Loan Officer | $42,482 | $0 | $515,039 | $0 | $1,581 | $0 | $1,713 | $0 | $9,530 | $0 | $570,345 | $0 | $0 | $0 |
| Scott Langenberg | ||||||||||||||
| VP/Mortgage Loan Officer | $40,362 | $0 | $485,594 | $0 | $1,552 | $0 | $0 | $0 | $11,648 | $0 | $539,156 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | The board of directors policy allows for reasonable expenses as approved by the board of directors, while the employment contract for the President/CEO allow first class business purpose travel. |
| 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 2024, GreenState Credit Union provided social club dues for the CEO. The amount is included in reportable compensation in Part VII and Schedule J. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | GreenState Credit Union made severance payment to Todd Fanning - $600,000. |
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 | $18,012,027 | 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 | $18,012,027 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 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 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 Finance team. |
| Form 990, Part VI, Line 12c Conflict of interest policy | GreenState Credit Union regularly and consistently monitors and enforces compliance with its Conflict of Interest Policy applicable to Directors, Executive Leadership Team, and Employees. GreenState's Policy requires Conflict of Interest Statements be completed annually for review by Internal Audit and Executive Committee for Directors/Executive Leadership Team and VP/Human Resources and Chief Legal Officer as warranted for Employees. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Compensation Evaluation Subcommittee is a subcommittee of the Executive Committee and 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 President/CEO and to review and make recommendations to the President/CEO for executive compensation. 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. Executive officer compensation review is conducted annually by the President/ CEO in conjunction with a formal annual performance review. Compensation levels are evaluated against market compensation data provided by independent executive compensation sources, changes in average market compensation trends and individual and organizational performance. The process described was last completed in 2024. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The CEO/President position is reviewed by the board appointed Compensation Evaluation Subcommittee with a recommendation to the Executive Committee and then Board of Directors. Executive officer compensation review is conducted annually by the President/ CEO in conjunction with a formal annual performance review. |
| 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 upon request. |
| 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 | $5,389,661 | $47,750,368 | GreenState Credit Union |
| GreenState Insurance Services LLC | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 463811338 | Insurance Services | IA | $1,873,228 | $7,883,867 | GreenState Financial |
| GreenState Trust Services | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 843860120 | Trust Services | IA | $202,302 | $672,233 | GreenState Financial |
| GreenState Loan Servicing | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 881134445 | Loan Originations | IA | $3,334,053 | $176,350,653 | GreenState Financial |