GreenState Credit Union: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GreenState Credit Union (EIN 42-0804594)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202203159349302145
- Schema version
- 2021v4.2
- 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 | 2022-11-11T09:59:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | JEFFERY A DISTERHOFT | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8003983790 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFERY A | PersonFirstNm |
| Person Last | DISTERHOFT | 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 | 2022-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY A DISTERHOFT | 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 | $424,604,791 | 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 | 817 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $151,720 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $288,886,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $336,910,307 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$5,956,367 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,142,292 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,554,498 | PYOtherRevenueAmt |
| CY Other Revenue | $77,700,411 | CYOtherRevenueAmt |
| PY Total Revenue | $362,484,710 | PYTotalRevenueAmt |
| CY Total Revenue | $418,753,010 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,662,937 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,450,344 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $66,135,255 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $75,222,588 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $181,919,583 | PYOtherExpensesAmt |
| CY Other Expenses | $139,972,871 | CYOtherExpensesAmt |
| PY Total Expenses | $251,717,775 | PYTotalExpensesAmt |
| CY Total Expenses | $219,645,803 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $110,766,935 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $199,107,207 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,112,600,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,006,590,517 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,442,688,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,137,394,896 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $669,912,363 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $869,195,621 | 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 2021, THE CREDIT UNION ORIGINATED $895,160,068 OF IN-HOUSE CONSUMER, REAL ESTATE, AND COMMERCIAL LOANS, AND ALSO ORIGINATED $1,670,477,577 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 2021, TOTAL DEPOSITS IN THE CREDIT UNION GREW FROM $5,729,017,278 TO $7,474,622,696. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE TRANSACTION SERVICES TO THE MEMBERSHIP OF THE CREDIT UNION: IN 2021, THE CREDIT UNION PROCESSED 54,132,646 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 | 105977 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 817 | 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 | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 (25 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) | $1,310,141 | $0 | $54,670 | |||
| FELISHA A JUNGE | |||||||||
| MORTGAGE LOAN OFFICER | 55.0 | 0.0 | $1,042,551 | $0 | $6,841 | Yes (X) | |||
| PETER D JOHNSON | |||||||||
| MORTGAGE LOAN OFFICER | 50.0 | 0.0 | $833,256 | $0 | $28,921 | Yes (X) | |||
| MICHAEL R WARD | |||||||||
| MORTGAGE LOAN OFFICER | 50.0 | 0.0 | $746,121 | $0 | $26,043 | Yes (X) | |||
| SCOTT R LANGENBERG | |||||||||
| MORTGAGE LOAN OFFICER | 50.0 | 0.0 | $700,845 | $0 | $8,283 | Yes (X) | |||
| MARSHA L WOLFF | |||||||||
| CHIEF HR & INFORMATION OFFICER | 50.0 | 0.0 | $609,289 | $0 | $34,193 | Yes (X) | |||
| MATTHEW E FRASCHT | |||||||||
| MORTGAGE LOAN OFFICER | 50.0 | 0.0 | $619,757 | $0 | $19,903 | Yes (X) | |||
| TODD D FANNING | |||||||||
| EVP & CHIEF FINANCIAL OFFICER | 50.0 | 0.0 | Yes (X) | $533,966 | $0 | $31,014 | |||
| AMY K HENDERSON | |||||||||
| CHIEF CONSUMER SERVICE OFFICER | 50.0 | 0.0 | $498,196 | $0 | $36,120 | Yes (X) | |||
| KATHERINE B COURTNEY | |||||||||
| CHIEF OPERATING OFFICER | 50.0 | 0.0 | $467,255 | $0 | $39,068 | Yes (X) | |||
| JAMES F KELLY | |||||||||
| CHIEF MARKETING OFFICER | 50.0 | 0.0 | $411,702 | $0 | $33,209 | Yes (X) | |||
| SAMANTHA R MCSORLEY | |||||||||
| CHIEF COMMERCIAL OFFICER | 50.0 | 0.0 | $439,859 | $0 | $41 | Yes (X) | |||
| RYAN M DOEHRMANN | |||||||||
| CHIEF MORTGAGE OFFICER | 50.0 | 0.0 | $301,116 | $0 | $29,170 | Yes (X) | |||
| LAUREL DAY | |||||||||
| SECRETARY | 0.53 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DREW DENNING | |||||||||
| DIRECTOR | 1.75 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MJ DOLAN | |||||||||
| GOVERNANCE COMMITTEE CHAIR | 1.57 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LYNSEY ENGELS | |||||||||
| NOMINATING SUBCOMMITTEE CHAIR | 0.91 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| FRED MIMS | |||||||||
| CHAIRPERSON | 11.96 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARC MOEN | |||||||||
| DIRECTOR | 0.56 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LORAS NEUROTH | |||||||||
| AUDIT/RISK COMMITTEE CHAIR | 2.02 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TIFFANY O'DONNELL | |||||||||
| DIRECTOR | 0.27 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANDRE PERRY | |||||||||
| CHIEF FINANCIAL OFFICER | 0.96 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK ROLINGER | |||||||||
| CREDIT COMMITTEE CHAIR | 0.99 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAVE WRIGHT | |||||||||
| VICE CHAIR | 10.04 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BARRY BOYER | |||||||||
| DIRECTOR | 0.27 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,514,054 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $347,476 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | 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 | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | PROFESSIONAL SERVICE | $3,780,431 |
| MCCOMAS-LACINA CONST | |||||
| 1310 HIGHLAND CT | IOWA CITY | IA | 52240 | CONSTRUCTION | $2,729,265 |
| SONNICK PARTNERS | |||||
| 860 BROADWAY 5TH FL | NEW YORK | NY | 10003 | CONSULTING | $533,793 |
| RED BELL REAL ESTATE LLC | |||||
| 7730 S UNION PARK AVE | MIDVALE | UT | 84047 | CONSULTING | $399,208 |
| LANVERA LTD | |||||
| 112 WRANGLER DRIVE SUITE 150 | COPPELL | TX | 75019 | PROFESSIONAL SERVICE | $1,648,719 |
| 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 | $327,050,708 | $327,050,708 | |
| ATM FEE REVENUE | 522100 | $9,859,599 | $9,859,599 | $151,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $336,910,307 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,126,891 | TotalRevenueColumnAmt |
| Exclusion | $5,126,891 | 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 | $267,075 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $267,075 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,075 | TotalRevenueColumnAmt |
| Exclusion | $267,075 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,867,182 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,851,781 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$984,599 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$984,599 | TotalRevenueColumnAmt |
| Exclusion | -$984,599 | 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 | $39,764,229 | $39,764,229 |
| INTERCHANGE REVENUE | 522100 | $19,867,243 | $19,867,243 |
| MISCELLANEOUS REVENUE | 522100 | $6,378,816 | $6,378,816 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,423,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,423,048 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $77,433,336 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $418,753,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $414,343,643 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $151,720 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,409,367 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,450,344 | 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 | $4,829,007 | 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 | $36,837,361 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,066,686 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,534,514 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,955,020 | 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 | $420,665 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,050 | 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 | $251,714 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,912,331 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,689,113 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,525,748 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,296,019 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,351 | 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 | $10,428 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,592,140 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,498,962 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,479 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INTEREST PAID TO MEMBERS | $54,568,189 |
| PROVISION FOR LOAN LOSS | $18,931,183 |
| MISCELLANEOUS EXPENSE | $7,583,674 |
| PROCESSING FEES | $13,233,825 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,645,803 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,980,765 | BOYAmt |
| EOY | $555,621,296 | 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 | $16,413,595 | BOYAmt |
| EOY | $16,779,797 | 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 | $6,264,981,970 | BOYAmt |
| EOY | $7,950,733,659 | 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 | $39,261,837 | BOYAmt |
| EOY | $18,072,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,067,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,337,619 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,919,348 | BOYAmt |
| EOY | $127,729,832 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,911,300 | BOYAmt |
| EOY | $34,232,700 | 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 | $55,431,573 | BOYAmt |
| EOY | $106,288,893 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,700,592 | BOYAmt |
| EOY | $197,132,289 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,112,600,980 | BOYAmt |
| EOY | $9,006,590,517 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,208,055 | BOYAmt |
| EOY | $38,023,986 | 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 | $16,619,665 | BOYAmt |
| EOY | $17,401,922 | 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 | $630,000,000 | BOYAmt |
| EOY | $604,815,156 | 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 | $5,741,860,897 | BOYAmt |
| EOY | $7,477,153,832 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,442,688,617 | BOYAmt |
| EOY | $8,137,394,896 | 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 | $669,912,363 | BOYAmt |
| EOY | $869,195,621 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,912,363 | BOYAmt |
| EOY | $869,195,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,112,600,980 | BOYAmt |
| EOY | $9,006,590,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $199,107,207 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $176,051 | 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 | $36,875,201 | OtherCostOrOtherBasisAmt |
| Book Value | $36,875,201 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $93,231,615 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,256,011 | DepreciationAmt |
| Book Value | $79,975,604 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,389 | DepreciationAmt |
| Book Value | $47,685 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,954,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,032,219 | DepreciationAmt |
| Book Value | $9,922,127 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $909,215 | OtherCostOrOtherBasisAmt |
| Book Value | $909,215 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $127,729,832 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| MEMBER CHECKING & SAVINGS ACCOUNTS | $4,088,405,943 |
| CD'S & IRA'S | $1,555,094,364 |
| NONMEMBER MMA | $1,831,122,388 |
| CONTINGENT LIABILITIES | $2,531,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,477,153,832 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
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 (99 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4 The Kidz | ||||||||
| 425 Oakdale Blvd | Coralville | IA | 52241 | 841784969 | 501(C)(3) | $25,000 | Kickoff - Kinnick 5K | |
| African American Museum of Iowa | ||||||||
| 55 12th Avenue SE | Cedar Rapids | IA | 52401 | 421415305 | 501(C)(3) | $10,000 | History Makers Gala | |
| American Heart Association | ||||||||
| 1035 N Center Point Rd | Hiawatha | IA | 52233 | 135613797 | 501(C)(3) | $12,000 | American Heart Assoc. | Suite B |
| American Red Cross | ||||||||
| 317 7th Ave SE | Cedar Rapids | IA | 52401 | 530196605 | 501(C)(3) | $10,000 | Heroes Event | STE 205 |
| Amperage Marketing | ||||||||
| 6711 Chancellor Drive | Cedar Falls | IA | 50613 | $12,784 | Dew Tour | |||
| Astig Planning LLC | ||||||||
| 437 S Governor St | Iowa City | IA | 52240 | $10,000 | Economic Development | |||
| Athletics For Education and Success | ||||||||
| 712 3rd street NW | 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 | 2021 Bowl for Kids | |
| Boys & Girls Club of the Corridor | ||||||||
| 420 6th Street SE | Cedar Rapids | IA | 52401 | 421434056 | 501(C)(3) | $17,500 | B&G CLUB EVENTS | Suite 240 |
| Boys & Girls Clubs of the Cedar Valley | ||||||||
| 515 Lime St | Waterloo | IA | 50703 | 426083723 | 501(C)(3) | $15,000 | Premier Leader Sponsor | |
| Cedar Rapids Community Schools Foundation | ||||||||
| 2500 Edgewood Rd NW | Cedar Rapids | IA | 52405 | 421197912 | 501(C)(3) | $30,000 | SAFE Program Fund | |
| Cedar Rapids Freedom Festival | ||||||||
| 609 1st Ave SW | Cedar Rapids | IA | 52405 | 421329035 | 501(C)(3) | $25,000 | Freedom Celebration | Suite 102 |
| Cedar Rapids Metro Economic Alliance | ||||||||
| 501 1st St SE | Cedar Rapids | IA | 52401 | 420172900 | 501(C)(3) | $25,000 | Buy Local Presenting Sponsor | |
| Cedar Valley United Way | ||||||||
| 425 Cedar Street | Waterloo | IA | 50701 | 420801846 | 501(C)(3) | $10,000 | GENERAL SUPPORT | Suite 300 |
| Children's Cancer Connection | ||||||||
| 5701 Greendale Road | Johnston | IA | 50131 | 421313167 | 501(C)(3) | $10,000 | Camping Night Away | |
| Community Student Support Solutions (CSSS) | ||||||||
| 3203 ASHE CREEK DR | League City | TX | 77573 | 862450222 | 501(C)(3) | $20,000 | The SEAD Project | |
| ConnectCR | ||||||||
| PO Box 11186 | Cedar Rapids | IA | 52410 | 823025860 | 501(C)(3) | $20,000 | Awakening Connections | |
| Coralville Community Food Pantry | ||||||||
| 1002 5th Street | Corallville | IA | 52241 | 473509757 | 501(C)(3) | $16,667 | Building Campaign | PO Box 5523 |
| Corridor Business Journal | ||||||||
| 2345 Landon Road | North Liberty | IA | 52317 | $12,500 | Diversity Inclusion | |||
| Davenport Family YMCA | ||||||||
| 606 West 2nd STreet | Davenport | IA | 52801 | 420703278 | 501(C)(3) | $8,333 | Davenport YMCA | |
| Deacon Sports and Entertainment US INC & Junior | ||||||||
| 802 Quarry Rd | Corallville | IA | 52241 | 420919209 | 501(C)(3) | $20,000 | Score for Charity JA | |
| Des Moines Area Community College - Evelyn K Davi | ||||||||
| 2006 S Ankeny Boulevard | Ankeny | IA | 50023 | 420926354 | 501(C)(3) | $41,500 | Multilingual Educ. | |
| Des Moines Arts Festival | ||||||||
| PO Box 1434 | Des Moines | IA | 50305 | 421471969 | 501(C)(3) | $10,000 | Arts Festival | |
| Des Moines Refugee Support | ||||||||
| 1110 South Avenue | Norwalk | IA | 50211 | 843102842 | 501(C)(3) | $8,000 | Camp Hantesa | |
| Downtown Davenport Partnership | ||||||||
| 331 W 3rd St STE 100 | Davenport | IA | 52801 | 273065786 | 501(C)(3) | $15,000 | Alternating Currents | |
| Dubuque Area Chamber of Commerce | ||||||||
| 300 Main St | Dubuque | IA | 52001 | 420223700 | 501(C)(3) | $6,000 | Gold Partnership | Suite 200 |
| EDC Inc | ||||||||
| 230 2nd St SE | Cedar Rapids | IA | 52401 | 421447565 | 501(C)(3) | $10,000 | EDC) Vitality | Suite 212 |
| Englert Theatre | ||||||||
| 221 E Washington Street | Iowa City | IA | 52240 | 421508154 | 501(C)(3) | $12,500 | Strengthen Evolve | |
| Figge Art Museum | ||||||||
| 225 West Second St | Davenport | IA | 52801 | 426090398 | 501(C)(3) | $7,500 | Figge Art Support | |
| Fight with Flash Foundation | ||||||||
| 2920 Diamond Mil Cir | Corallville | IA | 52241 | 475360520 | 501(C)(3) | $10,022 | Charity Golf Classic | |
| Fort Dodge Community Schools Foundation | ||||||||
| 104 S 17th St | Fort Dodge | IA | 50501 | 421271458 | 501(C)(3) | $10,000 | Leader in Me | |
| Fort Dodge United Way and Community FDN | ||||||||
| 24 North 9th Street | Fort Dodge | IA | 50501 | 421439853 | 501(C)(3) | $10,000 | General Support | Suite B |
| Four Oaks | ||||||||
| 2100 First Ave NE | Cedar Rapids | IA | 52402 | 420998726 | 501(C)(3) | $10,000 | Workforce Develop | |
| Genesis Health Services Foundation | ||||||||
| 1227 East Rusholme St | Davenport | IA | 52803 | 421421670 | 501(C)(3) | $20,000 | Flu-Free QC (2020) | |
| Genesis Health Services Foundation | ||||||||
| 1227 East Rusholme St | Davenport | IA | 52803 | 421421670 | 501(C)(3) | $20,000 | Flu Free QC (2021) | |
| Great Outdoors Foundation | ||||||||
| 501 SW 7th Street | Des Moines | IA | 50309 | 421441098 | 501(C)(3) | $16,667 | Iowa Water Trails | Suite G |
| Greater Poweshiek Community FDNTiger Football | ||||||||
| 1510 Penrose St | Grinnell | IA | 50112 | 421298055 | 501(C)(3) | $10,000 | TT Cranny Fund | |
| Grow Cedar Valley | ||||||||
| 360 Westfield Ave | Waterloo | IA | 50701 | 421241941 | 501(C)(6) | $5,500 | Diversity Inclusion | Suite 200 |
| Hand-in-Hand | ||||||||
| 3860 Middle Road | Bettendorf | IA | 52722 | 421508508 | 501(C)(3) | $12,500 | Hand in Hand Transp. | |
| Heritage Christian School | ||||||||
| 855 Hackberry St | North Liberty | IA | 52317 | 421386017 | 501(C)(3) | $6,605 | Give & Grow Match | |
| 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 | CoC Biz Sponsor | |
| Housing Trust Fund of Linn County | ||||||||
| 700 N 16th Street NE | Cedar Rapids | IA | 52402 | 208890152 | 501(C)(3) | $15,000 | Housing | Suite 301 |
| Humility Homes & Services | ||||||||
| 519 Fillmore St | Davenport | IA | 52802 | 010916973 | 501(C)(3) | $20,000 | General Support | |
| ICCSD Foundation | ||||||||
| 1725 North Dodge St | Iowa City | IA | 52245 | 421177023 | 501(C)(3) | $25,000 | Grow Our Own | |
| ICCSD Foundation | ||||||||
| 1725 North Dodge St | Iowa City | IA | 52245 | 421177023 | 501(C)(3) | $83,333 | School of the Wild | |
| ICCSD Foundation | ||||||||
| 1725 North Dodge St | Iowa City | IA | 52245 | 421177023 | 501(C)(3) | $15,000 | Give & Grow Match | |
| Inclusive Cultural University | ||||||||
| 3775 EP True Pkwy | West Des Moines | IA | 50265 | $25,000 | Consciousness - IA City | Suite 169 | ||
| Iowa Center for Economic Success | ||||||||
| 2210 GRAND AVENUE | Des Moines | IA | 50312 | 201037604 | 501(C)(3) | $10,000 | Econ Success Center | |
| Iowa Children's Museum | ||||||||
| 1451 Coral Ridge AVE | Corallville | IA | 52241 | 421461422 | 501(C)(3) | $30,000 | Playing to Learn | |
| Iowa City Catholic Worker House | ||||||||
| 1414 Sycamore Street | Iowa City | IA | 52240 | 421508117 | IOWA CITY | $10,000 | Refugee B&B Hospitality | |
| Iowa City Downtown District | ||||||||
| 103 E College St 200 | Iowa City | IA | 52240 | 421376887 | 501(C)(6) | $8,500 | Holiday Pop-Up | |
| Iowa City Downtown District | ||||||||
| 103 E College St 200 | Iowa City | IA | 52240 | 421376887 | 501(C)(6) | $6,000 | DT Block Party | |
| Iowa City Downtown District | ||||||||
| 103 E College St 200 | Iowa City | IA | 52240 | 421376887 | 501(C)(6) | $15,000 | Mural Project | |
| Iowa City Parks and Recreation | ||||||||
| 410 East Washington St | Iowa City | IA | 52240 | 426004805 | IOWA CITY | $5,750 | Music/Taste of MKT | |
| Iowa Migrant Movement for Justice | ||||||||
| 2024 Forest Ave | Des Moines | IA | 50311 | 850869579 | 501(C)(3) | $10,000 | MMJ Clinic Support | Suite 101 PO Box 41006 |
| Johnson County Housing Trust Fund | ||||||||
| 26 E Market Street | Iowa City | IA | 52245 | 010764462 | 501(C)(3) | $30,000 | Afford House PGRM | Room 123 |
| Junior Achievement of Eastern Iowa | ||||||||
| 324 3rd St SE | Cedar Rapids | IA | 52401 | 420919209 | 501(C)(3) | $29,978 | K-12 Literacy | Suite 300 |
| Latino Heritage Festival | ||||||||
| 4217 University AVE | Des Moines | IA | 50311 | 542074268 | 501(C)(3) | $15,000 | Heritage Festival | Suite 1 |
| LSI Refugee and Immigrant Services | ||||||||
| 3125 Cottage Grove | Des Moines | IA | 50311 | 420698267 | 501(C)(3) | $15,000 | Corporate Sponsor | |
| March of Dimes | ||||||||
| 3315 Williams Pkwy | Cedar Rapids | IA | 52404 | 131846366 | 501(C)(3) | $10,000 | March of Dimes IA | Suite 2 159 |
| Marion Independent School FDN & Allum Assoc | ||||||||
| 777 S 15th Street | Marion | IA | 52302 | 421343360 | 501(C)(3) | $6,150 | FASTWorks Golf Night | |
| Marion Public Library Foundation | ||||||||
| 1064 7th Ave | Marion | IA | 523023428 | 421333563 | 501(C)(3) | $12,500 | New Library 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 | Mercy-One Fund | |
| Multicultural Development Center of Iowa | ||||||||
| 136 S Dubuque St | Iowa City | IA | 52240 | 843464327 | 501(C)(3) | $10,000 | Incubate & STEM | |
| Nahant Marsh Education Center | ||||||||
| 4220 Wapello Ave | Davenport | IA | 52802 | 383667579 | 501(C)(3) | $10,000 | Connect Protect Grow | |
| National Balloon Classic | ||||||||
| 1601 North Jefferson | Indianola | IA | 50125 | 510137286 | 501(C)(3) | $7,000 | NATL Balloon Classic | |
| No Foot Too Small | ||||||||
| 405 Galway Dr | Iowa City | IA | 52246 | 824301632 | 501(C)(3) | $10,000 | General Support | |
| Oakridge Neighborhood Services | ||||||||
| 1401 Center St | Des Moines | IA | 50314 | 421311721 | 501(C)(3) | $25,000 | Basic Financial Educ. | |
| Polk County Housing Trust Fund | ||||||||
| 505 Fifth AVE | Des Moines | IA | 50309 | 421510879 | 501(C)(3) | $15,000 | Stable Steady Strong | Suite 1000 |
| Refugee and Immigrant Association | ||||||||
| 1427 WINCHELL DR NE | Cedar Rapids | IA | 52402 | 810920164 | 501(C)(3) | $8,500 | Refugee Transp. PGRM | |
| Regina Foundation | ||||||||
| 2140 Rochester Ave | Iowa City | IA | 52240 | 510158837 | 501(C)(3) | $20,000 | BLDG Cap. Campaign | |
| Regina FDNRegina Catholic Education CTR | ||||||||
| 2140 Rochester Ave | Iowa City | IA | 52245 | 510158837 | 501(C)(3) | $13,000 | Annual Fund Proposal | |
| Saint Edmond Catholic Schools | ||||||||
| 2220 4th Ave N | Fort Dodge | IA | 50501 | 262935041 | 501(C)(3) | $7,500 | Give & Grow Match | |
| Special Olympics Iowa | ||||||||
| 551 SE Dovetail Rd | Grimes | IA | 50111 | 520889518 | 501(C)(3) | $25,000 | Special Olympics | PO Box 620 |
| State University of Iowa Foundation | ||||||||
| One West Park Rd | Iowa City | IA | 522444550 | 420796760 | 501(C)(3) | $10,000 | Performing Arts SZN | PO Box 4550 |
| Summer of the Arts Inc | ||||||||
| 319 E 1st St | Iowa City | IA | 52240 | 421412706 | 501(C)(3) | $30,000 | Jazz On The Move | |
| Tanager Place | ||||||||
| 2309 C St SW | Cedar Rapids | IA | 52404 | 420688079 | 501(C)(3) | $8,333 | Camp Tanager Expand | |
| Tanager Place | ||||||||
| 2309 C St SW | Cedar Rapids | IA | 52404 | 420688079 | 501(C)(3) | $30,000 | Equity Fund | |
| Theatre Cedar Rapids | ||||||||
| 102 3rd St SE | Cedar Rapids | IA | 52401 | 426018183 | 501(C)(3) | $7,500 | TCR Out of Doors | |
| Think Iowa City | ||||||||
| 900 1st Avenue | Corallville | IA | 52241 | 421203842 | 501(C)(3) | $7,500 | FRYfest | Hayden Fry Way |
| 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 | |
| United Way of Central Iowa | ||||||||
| 1111 Ninth Street | Des Moines | IA | 50314 | 420680425 | 501(C)(3) | $30,000 | General Support | Suite 100 |
| United Way of Dubuque Area Tri-States | ||||||||
| 215 W 6th St | Dubuque | IA | 52001 | 420761060 | 501(C)(3) | $10,000 | General Support | |
| United Way of East Central Iowa | ||||||||
| 317 7th Ave Se | Cedar Rapids | IA | 524012007 | 420861239 | 501(C)(3) | $30,000 | General Support | Ste 401 |
| United Way of Johnson & Washington Counties | ||||||||
| 1150 5th Street | Corallville | IA | 52241 | 426062055 | 501(C)(3) | $30,000 | General Support | Suite 290 |
| United Way of the Quad Cities Area | ||||||||
| 852 Middle Road | Bettendorf | IA | 52722 | 362725960 | 501(C)(3) | $10,000 | General Support | Suite 401 |
| University of Northern Iowa Foundation | ||||||||
| 204 Commons | Cedar Falls | IA | 50613 | 426058591 | 501(C)(3) | $6,000 | UNI Athletic Assist | |
| University of Northern Iowa Foundation | ||||||||
| 204 Commons | Cedar Falls | IA | 50613 | 426058591 | 501(C)(3) | $30,000 | UNI Literacy Fund | |
| Variety - the Children's Charity | ||||||||
| 505 5th Avenue | Des Moines | IA | 50309 | 426077108 | 501(C)(3) | $30,000 | Multiple Events | Suite 310 |
| Waterloo Schools Foundation | ||||||||
| PO Box 1896 | Waterloo | IA | 50704 | 421364293 | 501(C)(3) | $6,000 | Annual Sponsor PGRM | |
| Waukee Schools Foundation | ||||||||
| 560 SE University Ave | Waukee | IA | 50263 | 421461516 | 501(C)(3) | $10,000 | FDN Sponsor - All | |
| 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 | West Des Moines | IA | 50265 | 426005359 | 501(C)(3) | $30,000 | MidAmerican RecPlex | Parkway |
| Willowwind School | ||||||||
| 950 Dover St | Iowa City | IA | 52245 | 237411810 | 501(C)(3) | $5,750 | Give & Grow Match | |
| Winefest Des Moines | ||||||||
| 1011 Locust Street | DSM | IA | 50309 | 020627578 | 501(C)(3) | $10,000 | IA Lawn Party | Suite 301 |
| Zach Johnson Foundation | ||||||||
| PO Box 2336 | Cedar Rapids | IA | 52406 | 272683100 | 501(C)(3) | $15,000 | ZJ FDN Classic | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 89 | Total501c3OrgCnt |
| Total Other Org | 10 | 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 | $845,595 | $452,546 | $12,000 | $45,500 | $0 | $9,170 | $0 | $1,364,811 | $0 | $0 | $0 |
| MARSHA L WOLFF | |||||||||||
| CHIEF HR & INFORMATION OFFICER | $433,176 | $176,113 | $0 | $24,750 | $0 | $9,443 | $0 | $643,482 | $0 | $0 | $0 |
| TODD D FANNING | |||||||||||
| EVP & CHIEF FINANCIAL OFFICER | $370,894 | $163,072 | $0 | $26,000 | $0 | $5,014 | $0 | $564,980 | $0 | $0 | $0 |
| AMY K HENDERSON | |||||||||||
| CHIEF CONSUMER SERVICE OFFICER | $338,188 | $152,808 | $7,200 | $29,220 | $0 | $6,900 | $0 | $534,316 | $0 | $0 | $0 |
| KATHERINE B COURTNEY | |||||||||||
| CHIEF OPERATING OFFICER | $331,702 | $135,553 | $0 | $39,000 | $0 | $68 | $0 | $506,323 | $0 | $0 | $0 |
| SAMANTHA R MCSORLEY | |||||||||||
| CHIEF COMMERCIAL OFFICER | $211,949 | $227,910 | $0 | $0 | $0 | $41 | $0 | $439,900 | $0 | $0 | $0 |
| JAMES F KELLY | |||||||||||
| CHIEF MARKETING OFFICER | $286,719 | $124,983 | $0 | $26,000 | $0 | $7,209 | $0 | $444,911 | $0 | $0 | $0 |
| RYAN M DOEHRMANN | |||||||||||
| CHIEF MORTGAGE OFFICER | $234,616 | $66,500 | $0 | $19,500 | $0 | $9,670 | $0 | $330,286 | $0 | $0 | $0 |
| FELISHA A JUNGE | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $990,551 | $0 | $0 | $0 | $6,841 | $0 | $1,049,392 | $0 | $0 | $0 |
| PETER D JOHNSON | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $781,256 | $0 | $19,500 | $0 | $9,421 | $0 | $862,177 | $0 | $0 | $0 |
| MICHAEL R WARD | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $694,121 | $0 | $19,500 | $0 | $6,543 | $0 | $772,164 | $0 | $0 | $0 |
| SCOTT R LANGENBERG | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $648,845 | $0 | $0 | $0 | $8,283 | $0 | $709,128 | $0 | $0 | $0 |
| MATTHEW E FRASCHT | |||||||||||
| MORTGAGE LOAN OFFICER | $52,000 | $567,757 | $0 | $13,003 | $0 | $6,900 | $0 | $639,660 | $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 2021, 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 | $16,779,797 | 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 | $16,779,797 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6: | GREENSTATE CREDIT UNION DOES HAVE MEMBERS AS SPECIFIED BY THEIR BYLAWS. |
| 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, 2021. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 | ORIGINATE COM | IA | $5,419,999 | $171,937,738 | GS CU |
| GREENSTATE INSURANCE SERVICES LLC | |||||||||
| 2355 LANDON ROAD | NORTH LIBERTY | IA | 52317 | 463811338 | INSURANCE | IA | $658,518 | $6,613,787 | GS FINANCIAL |
| GREENSTATE TRUST SERVICES LLC | |||||||||
| 2355 LANDON ROAD | NORTH LIBERTY | IA | 52317 | 843860120 | TRUST SERVICE | IA | -$162,322 | $207,984 | GS FINANCIAL |