GreenState Credit Union: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GreenState Credit Union (EIN 42-0804594)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349317282
- Schema version
- 2022v5.0
- 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 | 2023-11-15T13:55:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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) |
|---|---|---|
| In Care Of | % TODD FANNING | InCareOfNm |
| 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 | TODD FANNING | PersonNm |
| Person Title | INTERIM CEO | PersonTitleTxt |
| Phone | 8003983790 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | FANNING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J SUMMERS | PreparerPersonNm |
| PTIN | P00838533 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TODD FANNING | PrincipalOfficerNm |
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 | $505,947,699 | 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 | IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES BY PROMOTING THE FINANCIAL WELL-BEING OF OUR RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1124 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $166,383 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $336,910,307 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $423,087,687 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,142,292 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,735,708 | CYInvestmentIncomeAmt |
| PY Other Revenue | $77,700,411 | PYOtherRevenueAmt |
| CY Other Revenue | $62,794,005 | CYOtherRevenueAmt |
| PY Total Revenue | $418,753,010 | PYTotalRevenueAmt |
| CY Total Revenue | $499,617,400 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,450,344 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,560,859 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $75,222,588 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $111,012,169 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $139,972,871 | PYOtherExpensesAmt |
| CY Other Expenses | $341,339,777 | CYOtherExpensesAmt |
| PY Total Expenses | $219,645,803 | PYTotalExpensesAmt |
| CY Total Expenses | $457,912,805 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $199,107,207 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $41,704,595 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,006,590,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,278,583,077 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,137,394,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,369,107,740 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $869,195,621 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $909,475,337 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES BY PROMOTING THE FINANCIAL WELL-BEING OF OUR RESIDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | PROVIDE LENDING SERVICES TO THE MEMBERSHIP OF THE CREDIT UNION. IN 2022, THE CREDIT UNION ORIGINATED $1.205 BILLION OF IN-HOUSE MORTGAGE; $1.933 BILLION OF CONSUMER, AND $1.037 BILLION COMMERCIAL LOANS. IN ADDITION, ORIGINATED $936.98 MILLION IN FIRST MORTGAGE LOANS WHICH WERE SOLD ON THE SECONDARY MARKET. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE SAVINGS AND DEPOSIT SERVICES TO THE MEMBERSHIP OF THE CREDIT UNION: IN 2022, TOTAL DEPOSITS IN THE CREDIT UNION GREW FROM $7.475 BILLION TO $9.077 BILLION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE TRANSACTION SERVICES TO THE MEMBERSHIP OF THE CREDIT UNION: IN 2022, THE CREDIT UNION PROCESSED 61,602,950 FINANCIAL TRANSACTIONS FOR ITS MEMBERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| 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 |
| 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 | 150400 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1124 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD FANNING | PersonNm |
| Phone | 3192485815 | 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 | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY A DISTERHOFT | |||||||||
| PRESIDENT & CEO | 50.0 | 0.0 | Yes (X) | $2,038,821 | $0 | $57,917 | |||
| MARSHA L WOLFF | |||||||||
| CHIEF HR & INFORMATION OFFICER | 50.0 | 0.0 | Yes (X) | $1,103,155 | $0 | $50,298 | |||
| KATHERINE B COURTNEY | |||||||||
| CHIEF OPERATING OFFICER | 50.0 | 0.0 | Yes (X) | $791,952 | $0 | $41,745 | |||
| TODD D FANNING | |||||||||
| EVP & CHIEF FINANCIAL OFFICER | 50.0 | 0.0 | Yes (X) | $733,463 | $0 | $35,862 | |||
| AMY K HENDERSON | |||||||||
| CHIEF CONSUMER SERVICE OFFICER | 50.0 | 0.0 | Yes (X) | $699,930 | $0 | $57,917 | |||
| FELISHA A JUNGE | |||||||||
| MORTGAGE LOAN OFFICER | 50.0 | 0.0 | $653,430 | $0 | $8,043 | Yes (X) | |||
| PETER D JOHNSON | |||||||||
| MORTGAGE LOAN OFFICER | 50.0 | 0.0 | $545,232 | $0 | $30,528 | Yes (X) | |||
| JAMES F KELLY | |||||||||
| CHIEF MARKETING OFFICER | 50.0 | 0.0 | Yes (X) | $538,718 | $0 | $33,310 | |||
| SCOTT R LANGENBERG | |||||||||
| MORTGAGE LOAN OFFICER | 50.0 | 0.0 | $515,149 | $0 | $11,368 | Yes (X) | |||
| MICHAEL R WARD | |||||||||
| MORTGAGE LOAN OFFICER | 50.0 | 0.0 | $466,872 | $0 | $28,187 | Yes (X) | |||
| LAURA R MEEKER | |||||||||
| SVP/REGIONAL RETAIL MANAGER | 50.0 | 0.0 | $460,503 | $0 | $28,213 | Yes (X) | |||
| RYAN M DOEHRMANN | |||||||||
| CHIEF MORTGAGE OFFICER | 50.0 | 0.0 | $385,481 | $0 | $25,550 | Yes (X) | |||
| SAMANTHA R MCSORLEY | |||||||||
| CHIEF COMMERCIAL OFFICER | 50.0 | 0.0 | $392,951 | $0 | $6,485 | Yes (X) | |||
| LAUREL DAY | |||||||||
| SECRETARY | 1.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DREW DENNING | |||||||||
| BOD - CFO | 2.94 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MJ DOLAN | |||||||||
| GOVERNANCE COMMITTEE CHAIR | 2.13 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LYNSEY ENGELS | |||||||||
| DIRECTOR | 1.6 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| FRED MIMS | |||||||||
| CHAIRPERSON | 13.13 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARC MOEN | |||||||||
| DIRECTOR | 1.42 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LORAS NEUROTH | |||||||||
| AUDIT/RISK COMMITTEE CHAIR | 2.35 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TIFFANY O'DONNELL | |||||||||
| DIRECTOR | 1.23 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANDRE PERRY | |||||||||
| DIRECTOR | 1.42 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK ROLINGER | |||||||||
| CREDIT COMMITTEE CHAIR | 1.93 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAVE WRIGHT | |||||||||
| VICE CHAIR | 10.78 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,325,657 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $415,423 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 240 | 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 ST STE 200 | DAVENPORT | IA | 52801 | PROFESSIONAL SERVICE | $3,625,684 |
| MCCOMAS-LACINA CONST | |||||
| 1310 HIGHLAND CT | IOWA CITY | IA | 52240 | CONSTRUCTION | $901,866 |
| SONNICK PARTNERS | |||||
| 860 BROADWAY 5TH FL | NEW YORK | NY | 10003 | PROFESSIONAL SERVICE | $2,239,305 |
| LANVERA LTD | |||||
| 112 WRANGLER DRIVE SUITE 150 | COPPELL | TX | 75019 | PRINTING SERVICE | $1,975,333 |
| XACTUS LLC | |||||
| 370 REED RD STE 100 | BROOMALL | PA | 19008 | PROFESSIONAL SERVICE | $1,138,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | 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 | $408,892,246 | $408,892,246 | |
| ATM FEE REVENUE | 522100 | $14,195,441 | $14,195,441 | $166,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $423,087,687 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,682,104 | TotalRevenueColumnAmt |
| Exclusion | $14,682,104 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $280,250 | 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 | $280,250 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,250 | TotalRevenueColumnAmt |
| Exclusion | $280,250 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,383,903 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,330,299 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$946,396 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$946,396 | TotalRevenueColumnAmt |
| Exclusion | -$946,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| 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 |
|---|---|---|---|
| SERVICE RELEASE PREMIUMS | 522100 | $7,665,339 | $7,665,339 |
| INTERCHANGE REVENUE | 522100 | $24,853,889 | $24,853,889 |
| MISCELLANEOUS REVENUE | 522100 | $7,033,094 | $7,033,094 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,961,433 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,961,433 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $62,513,755 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $499,617,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $485,601,442 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $166,383 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,015,958 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,560,859 | 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 | $6,993,555 | 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 | $62,266,153 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,536,908 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,133,157 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,082,396 | 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 | $453,306 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,029 | 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 | $1,263,296 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,286,859 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,622,203 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,044,932 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,147,183 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,592 | 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 | $8,618 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,432,719 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,717,607 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,228 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INTEREST PAID TO MEMBERS | $86,842,294 |
| PROVISION FOR LOAN LOSS | $141,013,021 |
| MISCELLANEOUS EXPENSE | $17,488,833 |
| PROCESSING FEES | $16,666,057 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,912,805 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,621,296 | BOYAmt |
| EOY | $727,104,819 | 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 | $16,779,797 | BOYAmt |
| EOY | $17,151,681 | 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 | $7,950,733,659 | BOYAmt |
| EOY | $9,897,852,728 | 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 | $18,072,051 | BOYAmt |
| EOY | $13,696,210 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $191,317,142 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,656,483 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,729,832 | BOYAmt |
| EOY | $134,660,659 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,232,700 | BOYAmt |
| EOY | $58,379,803 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,288,893 | BOYAmt |
| EOY | $136,955,164 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,132,289 | BOYAmt |
| EOY | $292,782,013 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,006,590,517 | BOYAmt |
| EOY | $11,278,583,077 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,023,986 | BOYAmt |
| EOY | $57,821,129 | 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 | $17,401,922 | BOYAmt |
| EOY | $21,861,910 | 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 | $604,815,156 | BOYAmt |
| EOY | $1,209,819,827 | 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 | $7,477,153,832 | BOYAmt |
| EOY | $9,079,604,874 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,137,394,896 | BOYAmt |
| EOY | $10,369,107,740 | 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 | $869,195,621 | BOYAmt |
| EOY | $909,475,337 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,195,621 | BOYAmt |
| EOY | $909,475,337 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,006,590,517 | BOYAmt |
| EOY | $11,278,583,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $41,704,595 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,424,879 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,774,325 | OtherCostOrOtherBasisAmt |
| Book Value | $33,774,325 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,796,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,259,058 | DepreciationAmt |
| Book Value | $85,537,125 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,432 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,412 | DepreciationAmt |
| Book Value | $34,020 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,357,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,326,043 | DepreciationAmt |
| Book Value | $15,031,540 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $283,649 | OtherCostOrOtherBasisAmt |
| Book Value | $283,649 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $134,660,659 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| MEMBER CHECKING & SAVINGS ACCO | $3,647,500,646 |
| CD'S & IRA'S | $3,121,711,691 |
| NONMEMBER MMA | $2,307,690,352 |
| ROU LIABILITY | $2,702,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,079,604,874 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B | 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. |
| PART X, LINE 2 | 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 IN 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 UNION'S 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 (131 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 4 The Kidz | |||||||
| 5 Oak Park LN NE | Iowa City | IA | 52240 | 841784969 | 501(C)(3) | $25,000 | K2K 5K |
| African American Museum of Iowa | |||||||
| 55 12th Avenue SE | Cedar Rapids | IA | 52401 | 421415305 | 501(C)(3) | $16,667 | Voices Inspiring Progress (Capital Campaign) |
| African American Museum of Iowa | |||||||
| 55 12th Avenue SE | Cedar Rapids | IA | 52401 | 421415305 | 501(C)(3) | $10,000 | 2022 History Makers Gala - Presenting Sponsor |
| American Heart Association | |||||||
| 1035 N Center Point Road Suite B | Hiawatha | IA | 52233 | 135613797 | 501(C)(3) | $12,000 | Heart Walk and Go Red for Women |
| American Heart Association | |||||||
| 1035 N Center Point Road Suite B | Hiawatha | IA | 52233 | 135613797 | 501(C)(3) | $6,000 | Heart Walk and Go Red for Women |
| Athletics For Education and Success | |||||||
| 712 3rd street nw Downstares | Fort Dodge | IA | 50501 | 204900722 | 501(C)(3) | $12,500 | AFES summer Program |
| Big Brothers Big Sisters of Johnson County | |||||||
| 3109 Old Hwy 218 S | Iowa City | IA | 52246 | 426061606 | 501(C)(3) | $8,000 | 2022 Bowl for Kids' Sake |
| 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 |
| Boys & Girls Club of the Corridor | |||||||
| 420 6th Street SE Suite 240 | Cedar Rapids | IA | 52401 | 421434056 | 501(C)(3) | $8,750 | Community Partner Sponsorship |
| Boys & Girls Club of the Corridor | |||||||
| 420 6th Street SE Suite 240 | Cedar Rapids | IA | 52401 | 421434056 | 501(C)(3) | $8,750 | Community Partner Sponsorship |
| Boys & Girls Clubs of the Cedar Valley | |||||||
| 515 Lime St | Waterloo | IA | 50703 | 426083723 | 501(C)(3) | $15,000 | Premier Leader Sponsor |
| Capital City Pride | |||||||
| PO Box 73 | Des Moines | IA | 50301 | 770690820 | 501(C)(3) | $10,000 | Pride Fest - Main Stage Sponsor |
| 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 |
| Cedar Rapids Community Schools Foundation | |||||||
| 2500 Edgewood Rd NW | Cedar Rapids | IA | 52405 | 421197912 | 501(C)(3) | $30,000 | SAFE Program |
| Cedar Rapids Freedom Festival | |||||||
| 609 1st Ave SW Suite 102 | Cedar Rapids | IA | 52405 | 421329035 | 501(C)(3) | $25,000 | Celebration of Freedom Fireworks |
| Cedar Rapids Metro Economic Alliance | |||||||
| 501 1st St SE | Cedar Rapids | IA | 52401 | 420172900 | 501(C)(3) | $15,000 | Buy Local Presenting Sponsor |
| Cedar Rapids Parks Foundation | |||||||
| 500 15th Ave SW | Cedar Rapids | IA | 52404 | 811169736 | 501(C)(3) | $10,000 | Support for an additional Rolling Recreation Mobil |
| Cedar Valley Humane Society | |||||||
| 7411 Mt Vernon Road | Cedar Rapids | IA | 52403 | 420814023 | 501(C)(3) | $8,333 | Expanding Our Pawprint Capital Campaign |
| Cedar Valley United Way | |||||||
| 425 Cedar Street STE 300 | Waterloo | IA | 50701 | 420801846 | 501(C)(3) | $10,000 | United Way Campaign 2022 |
| City of West Des Moines | |||||||
| 4200 Mills Civic Parkway | West Des Moines | IA | 50265 | 426005359 | 501(C)(3) | $16,667 | Historic West Des Moines Housing Fund |
| CommUnity Crisis Services and Food Bank | |||||||
| 1121 S Gilbert Ct | Iowa City | IA | 52240 | 420955992 | 501(C)(3) | $8,500 | 2022 Fundraising |
| Community Foundation - NE Iowa Beyond Pink TEAM Fu | |||||||
| 3453 Kingswood Place | Waterloo | IA | 50701 | 421445986 | 501(C)(3) | $6,000 | Pink Ribbon Run |
| Community Theatre of Cedar Rapids Inc dba Theatre | |||||||
| 102 3rd St SE | Cedar Rapids | IA | 52401 | 426018183 | 501(C)(3) | $10,000 | Theatre Cedar Rapids Lounge Sponsorship |
| ConnectCR | |||||||
| PO Box 11186 | Cedar Rapids | IA | 52410 | 823025860 | 501(C)(3) | $20,000 | Awakening Connections |
| Coralville Community Food Pantry | |||||||
| 1002 5th Street PO Box 5523 | Coralville | IA | 52241 | 473509757 | 501(C)(3) | $16,667 | Building Campaign |
| Corridor Business Journal | |||||||
| 2345 Landon Road | North Liberty | IA | 52317 | $10,000 | Diversity, Inclusion and Impact Symposium | ||
| Des Moines Arts Festival | |||||||
| PO Box 1434 | Des Moines | IA | 50305 | 421471969 | 501(C)(3) | $20,000 | Des Moines Arts Festival |
| Des Moines Refugee Support | |||||||
| 1110 South Avenue | Norwalk | IA | 50211 | 843102842 | 501(C)(3) | $8,000 | Camp Hantesa |
| Downtown Davenport Partnership a Division of the Q | |||||||
| 331 W 3rd St | Davenport | IA | 52801 | 273065786 | 501(C)(3) | $15,000 | Alternating Currents |
| Dubuque Dream Center | |||||||
| 1600 White Street | Dubuque | IA | 52001 | 811062794 | 501(C)(3) | $25,000 | Expanding a Dream |
| EDC Inc | |||||||
| 230 2nd St SE Suite 212 | Cedar Rapids | IA | 52401 | 421447565 | 501(C)(3) | $10,000 | Entrepreneurial Development Center (EDC) Vitality |
| Englert Theatre | |||||||
| 221 E Washington Street | Iowa City | IA | 52240 | 421508154 | 501(C)(3) | $13,000 | Mission Creek Festival |
| Englert Theatre | |||||||
| 221 E Washington Street | Iowa City | IA | 52240 | 421508154 | 501(C)(3) | $12,500 | Strengthen Grow Evolve |
| Figge Art Museum | |||||||
| 225 West Second St | Davenport | IA | 52801 | 426090398 | 501(C)(3) | $7,500 | Figge Art Support |
| Filmscene | |||||||
| 404 E College St | Iowa City | IA | 52240 | 454103745 | 501(C)(3) | $15,000 | Community Collaborations program |
| Fort Dodge Community Schools Foundation | |||||||
| 109 N 25th St | Fort Dodge | IA | 50501 | 421271458 | 501(C)(3) | $10,000 | Leader in Me |
| Fort Dodge United Way and Community Foun | |||||||
| 24 North 9th Street Suite B | Fort Dodge | IA | 50501 | 421439853 | 501(C)(3) | $10,000 | United Way Campaign 2022 |
| Four Oaks | |||||||
| 2100 First Ave NE | Cedar Rapids | IA | 52402 | 420998726 | 501(C)(3) | $10,000 | Four Oaks -- 2022 Joint Request |
| Friends of the Family | |||||||
| 3835 W 9th St | Waterloo | IA | 50702 | 421390144 | 501(C)(3) | $10,000 | Black Hawk County Housing Project |
| Friends of the Iowa Commission of Latino Affairs | |||||||
| 1620 Pleasant Street | Des Moines | IA | 50314 | 831301095 | 501(C)(3) | $20,000 | Hola Center |
| Great Outdoors Foundation | |||||||
| 501 SW 7th Street Suite G | Des Moines | IA | 50309 | 421441098 | 501(C)(3) | $16,667 | Central Iowa Water Trails |
| Greater Poweshiek Community Foundation | |||||||
| 1510 Penrose St | Grinnell | IA | 501121203 | 421298055 | 501(C)(3) | $10,000 | TT Cranny Renovation Fund |
| GreenState Foundation | |||||||
| 2355 Landon Road | North Liberty | IA | 52317 | 880616839 | 501(C)(3) | $550,000 | Community Impact |
| Hawkeye Sports Properties Learfield | |||||||
| 1100 6th St Suite 102 | Coralville | IA | 52241 | 470911648 | 501(C)(3) | $60,000 | Kirks Kids |
| 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 H |
| Holy Family Catholic Schools | |||||||
| 2005 Kane Street | Dubuque | IA | 52001 | 420792429 | 501(C)(3) | $16,667 | Platform for Excellence Capital Campaign |
| Holy Family Catholic Schools | |||||||
| 2005 Kane Street | Dubuque | IA | 52001 | 420792429 | 501(C)(3) | $7,500 | Circle of Celebration |
| Homestart | |||||||
| 307 W Main St | Freeport | IL | 61032 | 364143938 | 501(C)(3) | $20,000 | various |
| Hope Ministries | |||||||
| 5075 E University Suite B | Pleasant Hill | IA | 50327 | 421512992 | 501(C)(3) | $16,667 | Empowering Women. Uplifting the Community. |
| Houses into Homes | |||||||
| 401 6th Ave Suite 1 | Coralville | IA | 52241 | 824622847 | 501(C)(3) | $6,000 | Rent & Inspection |
| Ibarra Realty Group | |||||||
| 2907 Merle Hay Road | Des Moines | IA | 50310 | $8,500 | IRG Client Event | ||
| ICAD | |||||||
| 136 S Dubuque Street | Iowa City | IA | 52240 | 421234837 | 501(C)(3) | $10,000 | Builders and Backers Iowa City |
| Inside Out Reentry Community | |||||||
| 500 N Clinton St | Des Moines | IA | 52245 | 475350218 | 501(C)(3) | $7,500 | Reentry House |
| Iowa Center for Economic Success | |||||||
| 2210 GRAND AVENUE | Iowa City | IA | 50312 | 201037604 | 501(C)(3) | $15,000 | Iowa Center Loan Fund |
| Iowa Children's Museum | |||||||
| 1451 Coral Ridge Avenue | Iowa City | IA | 52241 | 421461422 | 501(C)(3) | $30,000 | Playing to Learn at The Iowa Children's Museum! |
| Iowa City Community School District Foundation | |||||||
| 1725 North Dodge Street | Iowa City | IA | 52245 | 421177023 | 501(C)(3) | $83,333 | School of the Wild |
| Iowa City Community School District Foundation | |||||||
| 1725 North Dodge Street | Iowa City | IA | 52245 | 421177023 | 501(C)(3) | $25,000 | Grow Our Own |
| Iowa City Community School District Foundation | |||||||
| 1725 North Dodge Street | Iowa City | IA | 52245 | 421177023 | 501(C)(3) | $15,000 | Stronger Together Wellness Facility |
| Iowa City Community School District Foundation | |||||||
| 1726 North Dodge Street | Iowa City | IA | 52245 | 421177023 | 501(C)(3) | $15,000 | GreenState Give & Grow School Match |
| Iowa City Downtown District | |||||||
| 103 E College St Suite 200 | Iowa City | IA | 52240 | 421376887 | 501(C)(3) | $15,000 | Downtown Iowa City Public Art Programs- Benchmarks |
| Iowa City Downtown District | |||||||
| 103 E College St Suite 200 | Iowa City | IA | 52240 | 421376887 | 501(C)(3) | $10,000 | Downtown Holiday Pop-Up Market & Kids Market |
| Iowa City Downtown District | |||||||
| 103 E College St Suite 200 | Iowa City | IA | 52240 | 421376887 | 501(C)(3) | $7,000 | 2022 Downtown Block Party |
| Iowa City Parks and Recreation | |||||||
| 220 S Gilbert Street | Iowa City | IA | 52240 | 426004805 | 501(C)(3) | $5,750 | Market Music and Taste of Market |
| 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 |
| Iowa College Foundation | |||||||
| 505 5th Avenue Suite 1034 | Des Moines | IA | 50309 | 420745995 | 501(C)(3) | $10,000 | ICF Annual Unrestricted Funding Request and DEI Op |
| Iowa Heartlanders | |||||||
| 802 Quarry Road | Coralville | IA | 52241 | $15,000 | Iowa Heartlanders Partnership | ||
| Iowa Jobs for America's Graduates (iJAG) | |||||||
| 1111 9th St | Des Moines | IA | 50314 | 421492988 | 501(C)(3) | $10,000 | iJAG (Iowa Jobs for America's Graduates) |
| Iowa Migrant Movement for Justice | |||||||
| 2024 Forest Ave Suite 101 PO Box 4 | Des Moines | IA | 50311 | 850869579 | 501(C)(3) | $20,000 | Regional Immigration Legal Clinic and Special Proj |
| Iowa Soccer Development Foundation | |||||||
| PO Box 434 | Des Moines | IA | 50302 | 844367003 | 501(C)(3) | $16,667 | Pro Iowa |
| Iowa State University Foundation | |||||||
| 2505 University Blvd | Ames | IA | 50010 | 421143702 | 501(C)(3) | $10,000 | Pathways for Our Future |
| Iowa Wolves | |||||||
| 730 3rd Street | Des Moines | IA | 50309 | $10,000 | Ball Exchange Program | ||
| John Deere Classic | |||||||
| 15623 Coaltown Road | East Moline | IL | 61244 | 931332421 | 501(C)(3) | $22,460 | 2022 John Deere Classic |
| 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 St SE Suite 200 | Cedar Rapids | IA | 52401 | 420919209 | 501(C)(3) | $14,043 | Inspiring Brighter Tomorrows - Junior Achievement |
| Junior Achievement of Eastern Iowa | |||||||
| 324 3rd St SE Suite 200 | Cedar Rapids | IA | 52401 | 420919209 | 501(C)(3) | $11,610 | Inspiring Brighter Tomorrows - Junior Achievement |
| Junior Achievement of Eastern Iowa | |||||||
| 324 3rd St SE Suite 200 | Cedar Rapids | IA | 52401 | 420919209 | 501(C)(3) | $9,356 | Inspiring Brighter Tomorrows - Junior Achievement |
| Juvenile Diabetes Research Foundation - Eastern Io | |||||||
| 1026 A Ave NE Box 3026 | Cedar Rapids | IA | 52406 | 231907729 | 501(C)(3) | $10,000 | JDRF One Walk and Promise Gala |
| Latino Resources Inc | |||||||
| 4217 University Ave Suite 1 | Des Moines | IA | 50311 | 542074268 | 501(C)(3) | $15,000 | Latino Heritage Festival |
| LBA Foundation (Leaders Believers Achievers) | |||||||
| 2320 E Ave NE | Cedar Rapids | IA | 52402 | 275343988 | 501(C)(3) | $10,000 | CR Dreams Life Skills Curriculum |
| Leader Valley Foundation | |||||||
| 360 Westfield Ave Suite 300A | Waterloo | IA | 50701 | 453120883 | 501(C)(3) | $10,000 | Leader in Me Program (Not an event) |
| Live Healthy Iowa | |||||||
| 1421 S Bell Ave | Ames | IA | 50010 | 421278326 | 501(C)(3) | $15,000 | Grizzlies Youth Wheelchair Basketball Program |
| LSI Immigrant and Refugee Community Services | |||||||
| 3200 University Avenue | Des Moines | IA | 50311 | 420698267 | 501(C)(3) | $15,000 | Corporate Sponsorship Program |
| Main Street Waterloo | |||||||
| 212 E 4th Street | Waterloo | IA | 50703 | 421266451 | 501(C)(3) | $15,000 | My Waterloo Days |
| Marion Independent School Foundation & Alumni Asso | |||||||
| 777 South 15th Street | Marion | IA | 52302 | 421343360 | 501(C)(3) | $6,500 | FASTWorks/Golf Classic/Senior Night |
| Marion Public Library Foundation | |||||||
| 1064 7th Ave | Marion | IA | 523023428 | 421333563 | 501(C)(3) | $12,500 | New Library Building Campaign |
| Matthew 25 | |||||||
| 201 3rd Ave SW | Cedar Rapids | IA | 52404 | 260467321 | 501(C)(3) | $25,000 | Healthy Time Check |
| MercyOne Dubuque Foundation | |||||||
| 250 Mercy Dr | Dubuque | IA | 52001 | 262227941 | 501(C)(3) | $16,667 | MercyOne Cancer Center Endowed Fund |
| Montgomery Companies | |||||||
| 542 ROLLING HILLS DR | Tiffin | IA | 523407602 | 824403949 | 501(C)(3) | $10,000 | Lead the Way |
| Multicultural Development Center of Iowa | |||||||
| 136 S Dubuque St | Iowa City | IA | 52240 | 843464327 | 501(C)(3) | $10,000 | INCubate - Inclusive Economic Development Program |
| National Balloon Classic | |||||||
| 1601 North Jefferson Way | Davenport | IA | 50125 | 510137286 | 501(C)(3) | $7,000 | National Balloon Classic |
| Newbo City Market | |||||||
| 1100 Third St SE | Cedar Rapids | IA | 52403 | 270600567 | 501(C)(3) | $7,500 | Diversity Equity and Inclusion Free Public Program |
| No Foot Too Small | |||||||
| 405 Galway Drive | Iowa City | IA | 52246 | 824301632 | 501(C)(3) | $12,000 | 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 Betterment Group | |||||||
| PO Box 77 | North Liberty | IA | 52317 | 272559163 | 501(C)(3) | $6,000 | Beat the Bitter - Fire & Ice |
| Orchestra Iowa Inc | |||||||
| 119 Third Avenue SE | Cedar Rapids | IA | 52401 | 420772544 | 501(C)(3) | $10,000 | Orchestra Iowa's 2021-22 Season of Concerts, Event |
| Peoples Community Health Clinic Inc | |||||||
| 905 Franklin Street | Waterloo | IA | 50703 | 421058629 | 501(C)(3) | $12,500 | Support The Mission - Peoples Clinic Capital Proje |
| Regina FoundationRegina Catholic Education Center | |||||||
| 2140 Rochester Avenue | Iowa City | IA | 52245 | 510158837 | 501(C)(3) | $20,000 | Pride in Our Past, Building Our Future Capital Cam |
| Regina FoundationRegina Catholic Education Center | |||||||
| 2140 Rochester Avenue | Iowa City | IA | 52245 | 510158837 | 501(C)(3) | $14,000 | 2022 Annual Funding Proposal |
| River Bend Foodbank | |||||||
| 4010 Kimmel Drive | Davenport | IA | 52802 | 363147342 | 501(C)(3) | $25,000 | Expanding to End Hunger Capital Campaign |
| Saint Edmond Catholic Schools | |||||||
| 2220 4th Ave N | Fort Dodge | IA | 50501 | 262935041 | 501(C)(3) | $7,500 | GreenState Give & Grow School Match |
| Special Olympics Iowa | |||||||
| 551 SE Dovetail Rd PO Box 620 | Grimes | IA | 50111 | 520889518 | 501(C)(3) | $25,000 | Special Olympics Iowa Statewide Partner |
| State University of Iowa Foundation | |||||||
| 1 W Park Road | Iowa City | IA | 52242 | 420796760 | 501(C)(3) | $30,000 | Carver Circle campaign - Iowa Wrestling training f |
| State University of Iowa Foundation | |||||||
| 1 W Park Road | Iowa City | IA | 52242 | 420796760 | 501(C)(3) | $10,000 | Hancher's 50th Anniversary Season - 2022/23 |
| Summer of the Arts Inc | |||||||
| 319 E 1st Street | Iowa City | IA | 52240 | 421412706 | 501(C)(3) | $30,000 | Iowa City Jazz Festival |
| Summer of the Arts Inc | |||||||
| 319 E 1st Street | Iowa City | IA | 52240 | 421412706 | 501(C)(3) | $5,500 | Free Movie Series |
| Tanager Place | |||||||
| 2309 C St SW | Cedar Rapids | IA | 52404 | 420688079 | 501(C)(3) | $8,333 | Camp Tanager Capacity Expansion |
| The Domestic Violence Intervention Program (DVIP) | |||||||
| 1105 South Gilbert Ct 300 | Iowa City | IA | 52240 | 421124902 | 501(C)(3) | $16,667 | Finding Safety, Building Hope'' |
| The Leukemia & Lymphoma Society | |||||||
| 2800 University Avenue Suite 420-1 | West Des Moines | IA | 50266 | 135644916 | 501(C)(3) | $7,500 | LLS Light The Night |
| The Morton Arboretum | |||||||
| 4100 IL-53 | Lisle | IL | 60532 | 361505770 | 501(C)(3) | $9,400 | Tree Planting and Distribution |
| Theatre Cedar Rapids | |||||||
| 102 3rd St SE | Cedar Rapids | IA | 52401 | 426018183 | 501(C)(3) | $7,500 | Theatre Cedar Rapids Lounge Sponsorship |
| Think Iowa City | |||||||
| 900 First Ave | Coralville | IA | 52241 | 421203842 | 501(C)(3) | $7,500 | FRYfest |
| Trees Forever | |||||||
| 80 W 8th Ave | Marion | IA | 52302 | 421419181 | 501(C)(3) | $33,333 | Grow Green |
| Trinity Foundation | |||||||
| 802 Kenyon Road | Fort Dodge | IA | 50501 | 421222381 | 501(C)(3) | $10,000 | Radiating Hope |
| UI WILD - School of the Wild | |||||||
| N468 Lindquist Center | Iowa City | IA | 52242 | 426004813 | 501(C)(3) | $12,000 | School of the Wild - Johnson County |
| UNI Foundation - Panther Scholarship Club | |||||||
| UNI-Dome NW Lower 283 | Cedar Falls | IA | 50613 | 426058591 | 501(C)(3) | $6,000 | Panther Scholarship Club - Panther Champions Schol |
| United Way of Central Iowa | |||||||
| 1111 Ninth Street Suite 100 | Des Moines | IA | 50314 | 420680425 | 501(C)(3) | $30,000 | United Way Campaign 2022 |
| United Way of Dubuque Area Tri-States | |||||||
| 215 W 6th St | Dubuque | IA | 52001 | 420761060 | 501(C)(3) | $10,000 | United Way Campaign 2022 |
| United Way of East Central Iowa | |||||||
| 317 7th Ave Se Ste 401 | Cedar Rapids | IA | 524012007 | 420861239 | 501(C)(3) | $30,000 | United Way Campaign 2022 |
| United Way of Johnson and Washington Counties | |||||||
| 1150 5th Street Suite 290 | Iowa City | IA | 52240 | 426062055 | 501(C)(3) | $30,000 | United Way Campaign 2022 |
| United Way of the Quad Cities Area | |||||||
| 852 Middle Road Suite 401 | Bettendorf | IA | 52722 | 362725960 | 501(C)(3) | $15,000 | United Way Campaign 2022 |
| United Ways of Iowa | |||||||
| 1111 9th St Suite 295 | Des Moines | IA | 50314 | 461216277 | 501(C)(3) | $20,000 | United Way ALICE in Iowa Project |
| University of Iowa Center for Advancement | |||||||
| PO Box 4550 | Iowa City | IA | 52244 | 420796760 | 501(C)(3) | $50,000 | Extenuating Circumstances Fund |
| University of Northern Iowa Foundation | |||||||
| 204 Commons | Cedar Falls | IA | 50613 | 426058591 | 501(C)(3) | $6,000 | GreenState Credit Union Men's Athletic Scholarship |
| Variety - the Children's Charity | |||||||
| 505 5th Avenue Suite 310 | Des Moines | IA | 50309 | 426077108 | 501(C)(3) | $20,000 | Multiple - See attached |
| Waterloo Schools Foundation | |||||||
| PO Box 1896 | Waterloo | IA | 50704 | 421364293 | 501(C)(3) | $6,000 | Annual Sponsorship Program |
| Waypoint Foundation | |||||||
| 318 5th Street SE | Cedar Rapids | IA | 52401 | 420680307 | 501(C)(3) | $15,000 | Capital Campaign |
| West Des Moines Parks & Recreation | |||||||
| 4200 Mills Civic Parkway | West Des Moines | IA | 50265 | 426005359 | 501(C)(3) | $30,000 | MidAmerican RecPlex Field Sponsor |
| Winefest Des Moines | |||||||
| 1011 Locust Street Suite 301 | DSM | IA | 50309 | 020627578 | 501(C)(3) | $10,000 | Iowa Lawn Party |
| Xavier High School | |||||||
| 6300 42nd Street NE | Cedar Rapids | IA | 52411 | 420802294 | 501(C)(3) | $11,000 | Xaviers dancing with the saints |
| Youth & Shelter Services Inc | |||||||
| 420 Kellogg Ave | Ames | IA | 50010 | 421051609 | 501(C)(3) | $20,000 | YSS Iowa Homeless Youth Center (IHYC) transportati |
| 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 | 127 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GREENSTATE CREDIT UNION ISSUES ALL GRANT FUNDS DIRECTLY TO THE RECIPIENT ORGANIZATION FOR USE AT THEIR DISCRETION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY A DISTERHOFT | |||||||||||
| PRESIDENT & CEO | $847,494 | $1,166,506 | $24,821 | $47,500 | $0 | $10,417 | $0 | $2,096,738 | $0 | $0 | $0 |
| MARSHA L WOLFF | |||||||||||
| CHIEF HR & INFORMATION OFFICER | $505,062 | $597,593 | $500 | $40,000 | $0 | $10,298 | $0 | $1,153,453 | $0 | $0 | $0 |
| TODD D FANNING | |||||||||||
| EVP & CHIEF FINANCIAL OFFICER | $401,190 | $332,273 | $0 | $27,000 | $0 | $8,862 | $0 | $769,325 | $0 | $0 | $0 |
| AMY K HENDERSON | |||||||||||
| CHIEF CONSUMER SERVICE OFFICER | $387,538 | $303,392 | $9,000 | $47,500 | $0 | $10,417 | $0 | $757,847 | $0 | $0 | $0 |
| KATHERINE B COURTNEY | |||||||||||
| CHIEF OPERATING OFFICER | $443,077 | $348,875 | $0 | $40,935 | $0 | $810 | $0 | $833,697 | $0 | $0 | $0 |
| SAMANTHA R MCSORLEY | |||||||||||
| CHIEF COMMERCIAL OFFICER | $328,766 | $64,185 | $0 | $5,999 | $0 | $486 | $0 | $399,436 | $0 | $0 | $0 |
| JAMES F KELLY | |||||||||||
| CHIEF MARKETING OFFICER | $337,081 | $201,637 | $0 | $24,252 | $0 | $9,058 | $0 | $572,028 | $0 | $0 | $0 |
| RYAN M DOEHRMANN | |||||||||||
| CHIEF MORTGAGE OFFICER | $304,699 | $80,782 | $0 | $17,194 | $0 | $8,356 | $0 | $411,031 | $0 | $0 | $0 |
| FELISHA A JUNGE | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $601,430 | $0 | $0 | $0 | $8,043 | $0 | $661,473 | $0 | $0 | $0 |
| PETER D JOHNSON | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $493,232 | $0 | $20,500 | $0 | $10,028 | $0 | $575,760 | $0 | $0 | $0 |
| MICHAEL R WARD | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $414,872 | $0 | $20,500 | $0 | $7,687 | $0 | $495,059 | $0 | $0 | $0 |
| SCOTT R LANGENBERG | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $463,149 | $0 | $2,582 | $0 | $8,786 | $0 | $526,517 | $0 | $0 | $0 |
| LAURA R MEEKER | |||||||||||
| SVP/REGIONAL RETAIL MANAGER | $227,171 | $224,332 | $9,000 | $27,000 | $0 | $1,213 | $0 | $488,716 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | IN TAX YEAR 2022, GREENSTATE CREDIT UNION PROVIDED CLUB DUES TO JEFFREY A. DISTERHOFT. THE AMOUNT IS INCLUDED IN REPORTABLE COMPENSATION IN PART VII AND SCHEDULE J. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY DISTERHOFT | PersonNm |
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | SPILIT DOLLAR LIFE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $14,643,612 | OriginalPrincipalAmt |
| Balance Due | $17,151,682 | 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 | $17,151,682 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4: | GREENSTATE CREDIT UNION ADDED SIX COUNTIES IN ILLINOIS AND THE CUSTOMERS OF MIDWEST COMMUNITY BANK TO THE LIST OF ELIGIBLE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A: | THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP. MEMBERS MAY VOTE ELECTRONICALLY OR IN PERSON AT THE ANNUAL MEETING EACH YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7B: | THERE ARE FIVE SITUATIONS FOR STATE CHARTERED CREDIT UNIONS IN IOWA IN WHICH MEMBERSHIP VOTE IS REQUIRED FOR APPROVAL: CHARTER CONVERSION, VOLUNTARY DISSOLUTION, AMENDING OR REVERSING AN ACT OF THE BOARD OF DIRECTORS, MERGERS, AND THE REMOVAL OR REINSTATEMENT OF AN OFFICER, DIRECTOR, OR MEMBER OF THE AUDITING COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B: | 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 CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C: | 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 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 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, SECTION B, LINE 15: | THE COMPENSATION COMMITTEE IS APPOINTED BY GREENSTATE CREDIT UNION'S (GS) BOARD OF DIRECTORS (THE "BOARD") TO DISCHARGE THE BOARD'S RESPONSIBILITIES RELATING TO COMPENSATION OF THE CREDIT UNION'S PRESIDENT/CEO, JEFFREY A. DISTERHOFT. 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 UNION'S 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. TOP MANAGEMENT OFFICIALS INCLUDE: TODD FANNING, EVP/CFO; AMY HENDERSON, EVP/CHIEF CONSUMER SERVICES; MARSHA WOLFF, EVP/CHIEF HR & IT OFFICER; KATHERINE COURTNEY, EVP/CHIEF OPERATIONS OFFICER; JAMES KELLY, EVP/CHIEF MARKETING OFFICER; SAMANTHA MCSORLEY, EVP/CHIEF COMMERCIAL OFFICER; RYAN DOEHRMANN, EVP/CHIEF MORTGAGE OFFICER; PAT JACOB, SVP/CORPORATE OVERSIGHT/COMPLIANCE & RISK. THE PROCESS TAKES PLACE ANNUALLY AND WAS LAST PERFORMED IN NOVEMBER, 2022. |
| FORM 990, PART VI, SECTION C, LINE 19: | 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 XII, LINE 2C: | THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. |
| FORM 990, PART VI, SECTION A, LINE 6: | GREENSTATE CREDIT UNION DOES HAVE MEMBERS AS SPECIFIED BY THEIR BYLAWS. |
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 ROAD | NORTH LIBERTY | IA | 52317 | 274335678 | ORIGINATE COM | IA | $8,028,425 | $39,719,950 | GS CU |
| GREENSTATE INSURANCE SERVICES LLC | |||||||||
| 2355 LANDON ROAD | NORTH LIBERTY | IA | 52317 | 463811338 | INSURANCE | IA | $905,531 | $7,543,680 | GS FINANCIAL |
| GREENSTATE TRUST SERVICES LLC | |||||||||
| 2355 LANDON ROAD | NORTH LIBERTY | IA | 52317 | 843860120 | TRUST SERVICE | IA | $116,175 | $355,540 | GS FINANCIAL |
| GREENSTATE LOAN SERVICING LLC | |||||||||
| 2355 LANDON ROAD | NORTH LIBERTY | IA | 52317 | 881134445 | COM LOAN ORIG | IA | $1,014,460 | $172,270,665 | GS FINANCIAL |