GreenState Credit Union: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GreenState Credit Union (EIN 42-0804594)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202611279349301111
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T09:08:29+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420804594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GreenState Credit Union | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 3193391000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 Landon Road | AddressLine1Txt |
| City | North Liberty | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 523170800 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vic Israni | PersonNm |
| Person Title | President / CEO | PersonTitleTxt |
| Phone | 3193412101 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vic Israni | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 Landon Road | AddressLine1Txt |
| City | North Liberty | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 523170800 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $642,771,569 | 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 | GreenState Credit Union exists to create lasting value by strengthening the financial wellbeing of its members and communities. Founded in 1938, the credit union delivers member focused financial services while returning value through competitive rates, lower fees, and community investment. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 1118 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $210,875 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $473,945,764 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $514,202,697 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,401,174 | PYInvestmentIncomeAmt |
| CY Investment Income | $42,758,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $71,380,270 | PYOtherRevenueAmt |
| CY Other Revenue | $71,643,863 | CYOtherRevenueAmt |
| PY Total Revenue | $614,727,208 | PYTotalRevenueAmt |
| CY Total Revenue | $628,604,682 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,915,799 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,200,526 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $115,899,560 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $135,406,296 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $473,686,422 | PYOtherExpensesAmt |
| CY Other Expenses | $496,882,545 | CYOtherExpensesAmt |
| PY Total Expenses | $594,501,781 | PYTotalExpensesAmt |
| CY Total Expenses | $636,489,367 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,225,427 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,884,685 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,631,477,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,160,440,113 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,824,957,202 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,356,773,016 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $806,520,546 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $803,667,097 | NetAssetsOrFundBalancesEOYAmt |
| Mission | GreenState Credit Union exists to create lasting value by strengthening the financial wellbeing of its members and communities. Founded in 1938, the credit union delivers member focused financial services while returning value through competitive rates, lower fees, and community investment. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | GreenState Credit Union provides lending services with competitive rates. The lending portfolio includes: - Mortgage loans including both first and second mortgages - Consumer loans including primarily auto loans and unsecured personal loans - Commercial Loans including both commercial real-estate and non-real-estate lending In 2025, the credit union originated $2.6 billion of mortgage loans; $826 million of consumer and $191 million of commercial loans. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GreenState also provides opportunities for members to save for future needs in the form of Savings, Money Market, CDs while offering competitive rates on these funds. In 2025, member deposits grew $439 million. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GreenState also provides membership with avenues to transact business via channels such as ACH, wire, electronic funds transfer, etc. In 2025, the credit union processed over 82 million financial transactions on behalf of its members. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 167436 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1118 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIC ISRANI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193412101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 LANDON ROAD | AddressLine1Txt |
| City | NORTH LIBERTY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Drew Denning | |||||||
| BOD - Treasurer | 6.0 | Yes (X) | Yes (X) | $18,396 | $0 | $0 | |
| Fred Mims | |||||||
| BOD - Chairperson | 16.0 | Yes (X) | Yes (X) | $23,260 | $0 | $0 | |
| Laurel Day | |||||||
| BOD - Secretary | 3.0 | Yes (X) | Yes (X) | $20,849 | $0 | $0 | |
| Lynsey Engels | |||||||
| BOD - Vice Chariperson | 11.0 | Yes (X) | Yes (X) | $18,396 | $0 | $0 | |
| Mark Rolinger | |||||||
| BOD - Credit Committee Chairperson | 3.0 | Yes (X) | Yes (X) | $24,507 | $0 | $0 | |
| MJ Dolan | |||||||
| BOD - Audit Risk Managment Committee Chairperson | 3.0 | Yes (X) | Yes (X) | $20,813 | $0 | $0 | |
| Kevin Kieth | |||||||
| Board of Directors | 3.0 | Yes (X) | $20,055 | $0 | $0 | ||
| Richard Noble | |||||||
| Board of Directors | 3.0 | Yes (X) | $21,662 | $0 | $0 | ||
| Tiffany O'Donnell | |||||||
| BOD - Director | 3.0 | Yes (X) | $18,396 | $0 | $0 | ||
| Christopher Pech | |||||||
| Chief Legal Officer | 50.0 | Yes (X) | $394,548 | $0 | $34,842 | ||
| Heather Stumpf | |||||||
| Chief Financial Officer | 50.0 | Yes (X) | $391,417 | $0 | $14,391 | ||
| James Kelly | |||||||
| Chief Marketing Officer | 50.0 | Yes (X) | $443,784 | $0 | $62,634 | ||
| Jennifer Bleil | |||||||
| Chief Administrative Officer | 50.0 | Yes (X) | $395,724 | $0 | $25,872 | ||
| KATHERINE COURTNEY LEFT 112025 | |||||||
| CHIEF EXPERIENCE AND OPERATING OFFICER | 50.0 | Yes (X) | $1,135,963 | $0 | $38,500 | ||
| Ryan Doehrmann | |||||||
| Chief Lending Officer | 50.0 | Yes (X) | $417,592 | $0 | $57,099 | ||
| Ryan Gage | |||||||
| Chief Risk Officer | 50.0 | Yes (X) | $392,958 | $0 | $37,262 | ||
| Samantha McSorley | |||||||
| Chief Operating Officer | 50.0 | Yes (X) | $451,167 | $0 | $38,500 | ||
| Scott Taylor | |||||||
| Chief Information Officer | 50.0 | Yes (X) | $446,371 | $0 | $38,408 | ||
| Vikram Israni | |||||||
| Chief Executive Officer | 50.0 | Yes (X) | $1,549,515 | $0 | $32,646 | ||
| Aaron Kowalski | |||||||
| VP/Mortgage Loan Officer | 50.0 | $651,003 | $0 | $32,656 | Yes (X) | ||
| Daryn Peterson | |||||||
| VP/Mortgage Lending | 50.0 | $938,372 | $0 | $38,500 | Yes (X) | ||
| Eric Norman | |||||||
| SVP/Mortgage Lending | 50.0 | $810,303 | $0 | $58,262 | Yes (X) | ||
| Peter Johnson | |||||||
| VP/Mortgage Loan Officer | 50.0 | $699,545 | $0 | $58,262 | Yes (X) | ||
| Scott Langenberg | |||||||
| VP/Mortgage Loan Officer | 50.0 | $660,881 | $0 | $58,262 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,965,477 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $626,096 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 364 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RSM US LLP | |||||
| 331 W 3rd S Ste 200 | Davenport | IA | 52801 | Technology Support | $5,856,707 |
| Xactus | |||||
| 370 Reed Road Suite 100 | Boomall | PA | 19008 | Credit Reporting | $5,699,189 |
| SALESFORCECOM INC | |||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | CRM SERVICES | $4,389,623 |
| Q2 SOFTWARE INC | |||||
| 13785 RESEARCH BLVD | AUSTIN | TX | 78750 | SOFTWARE SERVICES | $4,336,707 |
| CONLON CONSTRUCTION CO | |||||
| 501 BELL ST | DUBUQUE | IA | 52001 | CONSTRUCTION Services | $3,468,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 142 | 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 | $492,838,377 | $492,838,377 | |
| ATM FEE REVENUE | 522100 | $21,364,320 | $21,153,445 | $210,875 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $514,202,697 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,919,244 | TotalRevenueColumnAmt |
| Exclusion | $51,919,244 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $110,016 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $110,016 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,016 | TotalRevenueColumnAmt |
| Exclusion | $110,016 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,005,765 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $14,166,887 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$9,161,122 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,161,122 | TotalRevenueColumnAmt |
| Exclusion | -$9,161,122 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE RELEASE PREMIUMS | 522100 | $27,148,900 | $27,148,900 |
| MISCELLANEOUS REVENUE | 522100 | $23,996,857 | $23,996,857 |
| INTERCHANGE REVENUE | 522100 | $20,388,090 | $20,388,090 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $71,533,847 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $628,604,682 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $585,525,669 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $210,875 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,868,138 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,200,526 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,399,196 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,388,429 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,165,173 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,925,281 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,528,217 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,450 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,406,159 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812,702 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,440,623 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,054,949 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,729,269 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,067,247 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,026 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,780 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,613,649 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,763,475 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,888,039 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INTEREST PAID TO MEMBERS | $259,145,729 |
| PROVISION FOR LOAN LOSS | $73,366,256 |
| MISCELLANEOUS EXPENSE | $31,096,834 |
| PROCESSING FEES | $21,324,358 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,489,367 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,020,345,348 | BOYAmt |
| EOY | $1,115,910,002 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,012,027 | BOYAmt |
| EOY | $38,613,982 | 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 | $8,922,728,777 | BOYAmt |
| EOY | $9,159,779,544 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,914,844 | BOYAmt |
| EOY | $13,625,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $204,590,838 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,141,363 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,229,765 | BOYAmt |
| EOY | $150,449,475 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,036,375 | BOYAmt |
| EOY | $120,420,629 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,026,365 | BOYAmt |
| EOY | $131,061,965 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,184,247 | BOYAmt |
| EOY | $430,579,090 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,631,477,748 | BOYAmt |
| EOY | $11,160,440,113 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,688,355 | BOYAmt |
| EOY | $144,780,265 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,000,000 | BOYAmt |
| EOY | $1,435,900,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,578,268,847 | BOYAmt |
| EOY | $8,776,092,751 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,824,957,202 | BOYAmt |
| EOY | $10,356,773,016 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,520,546 | BOYAmt |
| EOY | $803,667,097 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,520,546 | BOYAmt |
| EOY | $803,667,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,631,477,748 | BOYAmt |
| EOY | $11,160,440,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,884,685 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,543,819 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,487,417 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,489,956 | OtherCostOrOtherBasisAmt |
| Book Value | $42,489,956 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,707,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,516,611 | DepreciationAmt |
| Book Value | $92,190,890 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $406,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,222 | DepreciationAmt |
| Book Value | $384,357 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,501,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,486,337 | DepreciationAmt |
| Book Value | $8,015,522 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,484,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,116,193 | DepreciationAmt |
| Book Value | $7,368,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $150,449,475 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| MEMBER CHECKING & SAVINGS ACCOUNT | $3,632,806,545 |
| CD'S & IRA'S | $4,329,793,874 |
| NONMEMBER MMA | $813,492,332 |
| ROU LIABILITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,776,092,751 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | GREENSTATE CREDIT UNION COLLECTS AMOUNTS FROM MEMBERS WITH REAL ESTATE LOANS EACH MONTH VIA THEIR CONTRACTUAL PAYMENT SCHEDULE. THESE FUNDS ARE HELD IN ESCROW UNTIL THEY NEED TO BE DISBURSED IN ACCORDANCE WITH THE ESCROW INSTRUCTIONS FOR EACH MEMBER. AMOUNTS HELD IN ESCROW ARE FOR PROPERTY TAXES AND HOMEOWNER'S INSURANCE. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | GreenState Credit Union is exempt from income tax under section 501(c)(14) of the Internal Revenue Code and therefore no income taxes have been provided for the financial statements. The credit union does however pay property taxes to the county and city on its buildings and computer equipment and is assessed other amounts which have been reflected in the credit unions financial statements. The credit union accounts for uncertainty in income taxes in accordance with ASC 740, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the credit union may recognize the tax benefits from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses derecognition, classification, interest and penalties on income taxes, and accounting in interim periods. This standard did not have an impact on the financial statements and the credit union does not have any uncertain tax positions. The credit union recognizes interest and penalties on income taxes as a component of income tax expense. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (128 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GREENSTATE FOUNDATION | ||||||||
| 2355 Landon Rd | North Liberty | IA | 523176508 | 880616839 | 501(c)(3) | $600,000 | 2025 Annual Contribution | |
| IOWA CITY COMMUNITY SCHOOL DISTRICT FOUNDATION | ||||||||
| 2255 N Dubuque Rd | Iowa City | IA | 522459580 | 421177023 | 501(c)(3) | $83,333 | School of the Wild | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA | ||||||||
| 324 3rd St SE | Cedar Rapids | IA | 524011804 | 420919209 | 501(c)(3) | $51,350 | 3DE Founding Partner | |
| SUMMER OF THE ARTS INC | ||||||||
| 319 E 1st Street | Iowa City | IA | 52240 | 421412706 | 501(c)(3) | $32,000 | Iowa City Jazz Festival | |
| IOWA CHILDRENS MUSEUM | ||||||||
| 1451 Coral Ridge Avenue | Coralville | IA | 52241 | 421461422 | 501(c)(3) | $31,500 | Program and Exhibit Support for The ICM 2024-2026 | |
| West Des Moines Parks & Recreation | ||||||||
| 4200 Mills Civic Parkway | West Des Moines | IA | 50265 | 426005359 | Municipal Government | $30,000 | MidAmerican RecPlex Field Sponsor | |
| STATE UNIVERSITY OF IOWA FOUNDATION | ||||||||
| One West Park Road | Iowa City | IA | 52242 | 420796760 | 501(c)(3) | $30,000 | Carver Circle campaign - Iowa Wrestling training facility | |
| COMMUNITY FOUNDATION OF JOHNSON | ||||||||
| 136 S Dubuque St | Iowa City | IA | 522404009 | 421508117 | 501(c)(3) | $25,000 | Pledge Payment 1/4 - Johnson County Childcare Solutions Fund | |
| PARAMOUNT ARTS CENTRE INC | ||||||||
| 23 E Galena Blvd | Aurora | IL | 605064128 | 363189061 | 501(c)(3) | $25,000 | Paramount School of the Arts Performance Camp | |
| CEDAR RAPIDS COMMUNITY SCHOOL DISTRICT FOUNDATION | ||||||||
| 2500 Edgewood Rd NW | Cedar Rapids | IA | 524051015 | 421197912 | 501(c)(3) | $25,000 | Pledge Payment 1/2 - Student Enrichment Grant Program | |
| WAYPOINT SERVICES FOR WOMEN CHILDREN AND FAMILIES | ||||||||
| 318 5th St SE | Cedar Rapids | IA | 524011601 | 420680307 | 501(c)(3) | $25,000 | Pledge Payment 1/4 - Creating Hope: A New Vision for the Madge Phillips Center | |
| Dubuque Community YMCAYWCA | ||||||||
| 35 N Booth St | Dubuque | IA | 52001 | 420934471 | 501(c)(3) | $25,000 | You Can Be Great Here - Capital Campaign | |
| COMMUNITY THEATRE OF CEDAR RAPIDS INC | ||||||||
| 102 3rd St SE | Cedar Rapids | IA | 524011210 | 420890913 | 501(c)(3) | $25,000 | TCR's Dream Here. Do Here. Capital Campaign | |
| IOWA HEALTH FOUNDATION | ||||||||
| 1415 Woodland Ave | Des Moines | IA | 503093203 | 421467682 | 501(c)(3) | $25,000 | Rally Against Cancer - John Stoddard Cancer Center | |
| Wings2Water | ||||||||
| 2515 Arthur Collins Parkway SW | Cedar Rapids | IA | 52404 | 843818542 | 501(c)(3) | $25,000 | First Class Water Warriors a.k.a. Water Warriors | |
| CEDAR RAPIDS FREEDOM FESTIVAL INC | ||||||||
| 609 1st Avenue SW | Cedar Rapids | IA | 52405 | 421329035 | 501(c)(3) | $25,000 | Celebration of Freedom Fireworks | |
| MORTON ARBORETUM | ||||||||
| 4100 Lincoln Ave | Lisle | IL | 605321288 | 361505770 | 501(c)(3) | $25,000 | Fall Color Festival Sponsor 2025 | |
| Cedar Rapids Metro Economic Alliance | ||||||||
| 501 1st St SE | Cedar Rapids | IA | 52401 | 420172900 | 501(c)(6) | $25,000 | 2025 Buy Local program - presenting sponsor | |
| UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC | ||||||||
| 160 Southgate Ave | Iowa City | IA | 522404344 | 426062055 | 501(c)(3) | $25,000 | 2025 Corporate Gift | |
| TRINITY HEALTH FOUNDATION | ||||||||
| 804 Kenyon Rd | Fort Dodge | IA | 505015742 | 421222381 | 501(c)(3) | $20,000 | Pledge Payment 1/2 - Trinity Surgery Expansion and Renovation Project | |
| North Liberty Community Pantry | ||||||||
| 89 N Jones BLVD | North Liberty | IA | 52317 | 421233284 | 501(c)(3) | $20,000 | Planting New Roots | |
| DES MOINES ART FESTIVAL INC | ||||||||
| 700 Locust Street | Des Moines | IA | 50309 | 421471969 | 501(c)(3) | $20,000 | Des Moines Arts Festival | |
| NO FOOT TOO SMALL | ||||||||
| 1150 5th St | Coralville | IA | 522412913 | 824301632 | 501(c)(3) | $20,000 | Celebrate Angels in the Outfield 2025 | |
| Regina Foundation | ||||||||
| 2140 Rochester Avenue | Iowa City | IA | 522453527 | 510158837 | 501(c)(3) | $17,500 | 2025 Annual Funding Proposal for Regina Gala | |
| MARION PARK & RECREATION FOUNDATION INC | ||||||||
| 4500 N 10th St | Marion | IA | 52302 | 500006308 | 501(c)(3) | $16,667 | Pledge Payment 1/3 - Marion Central Plaza Pledge | |
| NewBo City Market | ||||||||
| 1100 Third Street SE | Cedar Rapids | IA | 52401 | 270600567 | 501(c)(3) | $16,667 | Next Level Local Capital Campaign | |
| GOLF CHARITABLE FOUNDATION OF GREATER DES MOINES | ||||||||
| 6th Ave | Des Moines | IA | 50309 | 812651226 | 501(c)(3) | $15,000 | Pedal to the PCC | |
| IOWA CITY AREA CHAMBER OF COMMERCE | ||||||||
| 136 S Dubuque St | Iowa City | IA | 522404009 | 420330530 | 501(c)(6) | $15,000 | Strategic Investment Districts | |
| JUNIOR ACHIEVEMENT OF THE HEARTLAND | ||||||||
| 800 12th Ave | Moline | IL | 612652956 | 362684253 | 501(c)(3) | $15,000 | Sponsorship Request for JA Inspire Career Expo and JA Bowl-A-Thon | |
| Boys & Girls Clubs of the Corridor | ||||||||
| 420 6th Street SE | Cedar Rapids | IA | 524011903 | 421434056 | 501(c)(3) | $15,000 | Unlocking the Future Campaign | |
| IOWA SPORTS FOUNDATION | ||||||||
| 1421 S Bell Ave | Ames | IA | 50010 | 421278326 | 501(c)(3) | $15,000 | Adaptive Sports Iowa - Grizzlies Youth Wheelchair Basketball | |
| Zach Johnson Foundation | ||||||||
| PO BOX 2336 | Cedar Rapids | IA | 52406 | 272683100 | 501(c)(3) | $15,000 | Zach Johnson Foundation Classic & Gala | |
| IOWA SPECIAL OLYMPICS INC | ||||||||
| PO Box 620 | Grimes | IA | 50111 | 510176029 | 501(c)(3) | $15,000 | Special Olympics Iowa - Statewide Event | |
| Iowa College Foundation | ||||||||
| 505 5th Avenue | Des Moines | IA | 503091311 | 420745995 | 501(c)(3) | $15,000 | ICF Annual Request for Unrestricted Funding and the Opportunity Scholarship Challenge | |
| IWLC | ||||||||
| 415 12th Ave SE | Cedar Rapids | IA | 52401 | 452932668 | 501(c)(3) | $15,000 | 2025 Cedar Rapids Conference | |
| Simpson College | ||||||||
| 701 North C Street | Indianola | IA | 50125 | 420680389 | 501(c)(3) | $15,000 | GreenState Credit Union - All in for Iowa Scholarship | Simpson College Kent Campus Center |
| ENGLERT CIVIC THEATRE INC NON PROFIT | ||||||||
| 221 E Washington St | Iowa City | IA | 52240 | 421508154 | 501(c)(3) | $13,000 | Mission Creek Festival | |
| IOWA CITY DOWNTOWN SELF SUPPORTED MUNICIPAL IMPROVEMENT DISTRICT | ||||||||
| 103 E College Street | Iowa City | IA | 52240 | 421376887 | 501(c)(6) | $13,000 | Farm to Street Dinner AND Kids Market/Holiday Market | |
| TRINITY HEALTH FOUNDATION | ||||||||
| 804 Kenyon Rd | Fort Dodge | IA | 505015742 | 421222381 | 501(c)(3) | $12,500 | Trinity Cancer Center Expansion | |
| DUBUQUE COUNTY HISTORICAL SOCIETY | ||||||||
| 350 E 3rd St | Dubuque | IA | 520012302 | 426072050 | 501(c)(3) | $12,500 | Preserve the Wonder | |
| Grinnell Regional Medical Center Foundation | ||||||||
| 210 4th Avenue | Grinnell | IA | 50112 | 421454737 | 501(c)(3) | $12,500 | Delivering Our Future capital campaign | |
| IOWA CITY-CORALVILLE CONVENTION AND VISTORS BUREAU | ||||||||
| 900 1st Ave | Coralville | IA | 522412108 | 421203842 | 501(c)(6) | $12,500 | Foodie February/FRYfest | |
| CEDAR BASIN JAZZ FESTIVAL INC | ||||||||
| 1008 Erik Road | Cedar Falls | IA | 50613 | 421423557 | 501(c)(3) | $12,000 | Cedar Basin Music Festival 2023 | |
| City of North Liberty | ||||||||
| 520 W CHERRY ST | North Liberty | IA | 52317 | 420926682 | Municipal Government | $12,000 | Fire & Ice | |
| Benedictine University | ||||||||
| 5510 College Rd | Lisle | IL | 60532 | 362722198 | 501(c)(3) | $10,800 | Nature to Nurture Animal Therapy Programming | |
| Wesley Community Services Inc | ||||||||
| 5508 NW 88th St | Johnston | IA | 501313005 | 203970256 | 501(c)(3) | $10,000 | WesleyLife Meals on Wheels | |
| THE SALVATION ARMY | ||||||||
| 520 Hollister Ave | Rockford | IL | 611081649 | 362167910 | 501(c)(3) | $10,000 | Koats4Kids Program | |
| Chicago Zoological Society | ||||||||
| 3300 Golf Rd | Brookfield | IL | 605131060 | 362167016 | 501(c)(3) | $10,000 | BZC Summertime Animal Chat Series | |
| QUAD CITIES CHAMBER OF COMMERCE INC | ||||||||
| 331 W 3rd St | Davenport | IA | 528011205 | 273065786 | 501(c)(6) | $10,000 | Deck the Downtowns | |
| Linking Families and Communities | ||||||||
| 822 Central Avenue | Fort Dodge | IA | 50501 | 421595304 | 501(c)(3) | $10,000 | Planting the SEEDS for a Brighter Future | |
| ENTREPRENEURIAL DEVELOPMENT CENTER INC | ||||||||
| 230 2nd St SE | Cedar Rapids | IA | 52401 | 421447565 | 501(c)(6) | $10,000 | EDC Vitality Campaign | |
| Grinnell School of Music | ||||||||
| 720 5th Avenue | Grinnell | IA | 50112 | 883118049 | 501(c)(3) | $10,000 | Capital Campaign | |
| WAYPOINT SERVICES FOR WOMEN CHILDREN AND FAMILIES | ||||||||
| 318 5th St SE | Cedar Rapids | IA | 524011601 | 420680307 | 501(c)(3) | $10,000 | Waypoint Corporate Sponsorship | |
| JULIEN DUBUQUE INTERNATIONAL FILM FESTIVAL | ||||||||
| 450 Bradley Street | Dubuque | IA | 52003 | 264261800 | 501(c)(3) | $10,000 | Julien Dubuque International Film Festival (JDIFF) | |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA INC | ||||||||
| 9051 Swanson Blvd | Clive | IA | 50325 | 421184999 | 501(c)(3) | $10,000 | Bowling for Kids' Sake | |
| Big Brothers Big Sisters Of Johnson County Inc | ||||||||
| 3109 Old Hwy 218 S | Iowa City | IA | 52246 | 934483735 | 501(c)(3) | $10,000 | Bowl for Kids' Sake 2025 - Space Bowl | |
| FAMILY COUNSELING SERVICES OF NO ILL | ||||||||
| 631 N Longwood St | Rockford | IL | 611074263 | 362167065 | 501(c)(3) | $10,000 | Presenting Sponsor for Dancing With The Rockford Stars | |
| COMMUNITY THEATRE OF CEDAR RAPIDS INC | ||||||||
| 102 3rd St SE | Cedar Rapids | IA | 524011210 | 420890913 | 501(c)(3) | $10,000 | TCR Lounge and Concessions Sponsorship | |
| FOOD BANK OF IOWA | ||||||||
| PO Box 1517 | Des Moines | IA | 50309 | 421177880 | 501(c)(3) | $10,000 | Food Insecurity | |
| Northern Illinois Food Bank | ||||||||
| 273 Dearborn Ct | Geneva | IL | 601343587 | 363203648 | 501(c)(3) | $10,000 | Food Insecurity | |
| HEART MINISTRY CENTER INC | ||||||||
| 2222 Binney St | Omaha | NE | 681102038 | 810614816 | 501(c)(3) | $10,000 | Food Insecurity | |
| Boys & Girls Clubs of the Corridor | ||||||||
| 420 6th Street SE | Cedar Rapids | IA | 524011903 | 421434056 | 501(c)(3) | $8,750 | Community Sponsor | |
| Boys & Girls Clubs of the Corridor | ||||||||
| 420 6th Street SE | Cedar Rapids | IA | 524011903 | 421434056 | 501(c)(3) | $8,750 | Community Sponsor | |
| St Thomas More Catholic Church | ||||||||
| 3000 12th Ave | Coralville | IA | 52241 | 420680432 | 501(c)(3) | $8,333 | Growing More in Faith Capital Campaign | |
| IOWA CITY DOWNTOWN SELF SUPPORTED MUNICIPAL IMPROVEMENT DISTRICT | ||||||||
| 103 E College Street | Iowa City | IA | 52240 | 421376887 | 501(c)(6) | $8,000 | 2025 Downtown Block Party | |
| National Balloon Classic Ltd | ||||||||
| 701 N Jefferson Way | Indianola | IA | 501251419 | 510137286 | 501(c)(3) | $8,000 | National Balloon Classic | PO Box 346 |
| BREAKTHROUGH T1D | ||||||||
| 1260 2nd Ave SE | Cedar Rapids | IA | 524034072 | 231907729 | 501(c)(3) | $8,000 | Breakthrough T1D Walk | Breakthrough T1D Promise Gala | |
| Indian Prairie School District 204 | ||||||||
| 780 Shoreline Dr | Aurora | IL | 60504 | 362746876 | Public School | $8,000 | GIVE Volunteer Program Presented by GreenState Credit Union | |
| IOWA CITY COMMUNITY SCHOOL DISTRICT FOUNDATION | ||||||||
| 2255 N Dubuque Rd | Iowa City | IA | 522459580 | 421177023 | 501(c)(3) | $7,500 | 2025 Give & Grow School Match | |
| FilmScene | ||||||||
| 404 E College St | Iowa City | IA | 522401851 | 454103745 | 501(c)(3) | $7,500 | Teen Cinema Programs | |
| IOWA WOMENS FOUNDATION | ||||||||
| 2150 James St | Coralville | IA | 522418000 | 421431092 | 501(c)(3) | $7,500 | IWF Annual Luncheon | |
| Knock and Drop Iowa | ||||||||
| 1000 E 14TH ST | DES MOINES | IA | 503163400 | 850633938 | 501(c)(3) | $7,500 | Cultural Events with cultural foods | |
| Holy Family Catholic Schools | ||||||||
| 2005 Kane Street | Dubuque | IA | 52001 | 420792429 | 501(c)(3) | $7,500 | Circle of Celebration | |
| State University of Iowa Foundation | ||||||||
| 1 W Park Rd | Iowa City | IA | 522422000 | 420796760 | 501(c)(3) | $6,600 | Hancher Circle Fund Gift | |
| XAVIER FOUNDATION | ||||||||
| PO Box 10956 | Cedar Rapids | IA | 52410 | 421479238 | 501(c)(3) | $6,300 | Xavier's Dancing with the Saints, Season 9 | |
| CHILDSERVE FOUNDATION INC | ||||||||
| 2350 Oakdale Rd | Coralville | IA | 52241 | 421157665 | 501(c)(3) | $6,000 | ChildServe- Annual Events Bubble Ball and Launch & Learn | |
| MUTUAL GROUND INC | ||||||||
| 418 Oak Avenue | Aurora | IL | 605063119 | 362921680 | 501(c)(3) | $5,550 | Mutual Ground's 50th Anniversary Annual Sponsorship | |
| Bridge Communities Inc | ||||||||
| 505 Crescent Blvd | Glen Ellyn | IL | 60137 | 363705951 | 501(c)(3) | $5,500 | Wine Women & Shoes; Glen Ellyn Backyard BBQ | |
| HOPES FRONT DOOR | ||||||||
| 1047 Curtiss Street | Downers Grove | IL | 60515 | 270073814 | 501(c)(3) | $5,500 | Hands of Hope Luncheon/Pathways to Financial Health | |
| CONSERVATION FOUNDATION | ||||||||
| 10s404 Knoch Knolls | Naperville | IL | 60565 | 237221206 | 501(c)(3) | $5,500 | 2025 Events and Programs | |
| CEDAR VALLEY CANCER COMMITTEE | ||||||||
| 1407 Asbury Ln | Waterloo | IA | 507013555 | 421445986 | 501(c)(3) | $5,000 | Warrior Sponsorship | |
| UPDOWNTOWNERS OF WATERLOO INC | ||||||||
| 512 Mulberry St | Waterloo | IA | 507033527 | 421266451 | 501(c)(3) | $5,000 | Food Truck Festival Presenting Sponsor | |
| SAINT EDMOND CATHOLIC SCHOOL FOUNDATION | ||||||||
| 2321 6th Ave N | Fort Dodge | IA | 505013554 | 262935041 | 501(c)(3) | $5,000 | 2025 Give & Grow School Match | |
| FAITH ACADEMY | ||||||||
| 1030 Cross Park Ave | Iowa City | IA | 522404467 | 823695813 | 501(c)(3) | $5,000 | 2025 Give & Grow School Match | |
| HERITAGE CHRISTIAN SCHOOL | ||||||||
| 255 Hackberry St | North Liberty | IA | 523179730 | 421386017 | 501(c)(3) | $5,000 | 2025 Give & Grow School Match | |
| BLOOD CANCER UNITED INC | ||||||||
| 17330 W Center Rd | Omaha | NE | 681302392 | 135644916 | 501(c)(3) | $5,000 | Light The Night Omaha Team Photo Area Sponsor | |
| MARION INDEPENDENT SCHOOL FOUNDATION AND ALUMNI ASSOCIATION | ||||||||
| 777 S 15th St | Marion | IA | 523024966 | 421343360 | 501(c)(3) | $5,000 | FASTWorks | |
| BOYS AND GIRLS CLUB OF GREATER DUBU QUE | ||||||||
| 1299 Locust St | Dubuque | IA | 520014709 | 420710263 | 501(c)(3) | $5,000 | 43RD ANNUAL BOBBY ANDERSON BOYS & GIRLS CLUB GOLF FUN DAY | |
| American Heart Association Inc | ||||||||
| 9900 Nicholas St | Omaha | NE | 681142214 | 135613797 | 501(c)(3) | $5,000 | Corporate Sponsorship - Omaha Go Red | |
| Anawim Housing | ||||||||
| 2024 Forest Ave | Des Moines | IA | 503113259 | 421310967 | 501(c)(3) | $5,000 | We Empower Families Home is Everything Fundraising Event | |
| FAMILY MUSEUM OF ARTS AND SCIENCE FOUNDATION | ||||||||
| 2900 Learning Campus Drive | Bettendorf Iowa | IA | 52722 | 611508009 | 501(c)(3) | $5,000 | 1st Place for 1st Grade | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA | ||||||||
| 324 3rd St SE | Cedar Rapids | IA | 524011804 | 420919209 | 501(c)(3) | $5,000 | Goals for Good 24/25 Season | |
| LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS | ||||||||
| One Oakbrook Terrace | Oakbrook Terrace | IL | 60181 | 362167778 | 501(c)(3) | $5,000 | Wild West Harvest Fest Sponsorship | |
| STATE UNIVERSITY OF IOWA FOUNDATION | ||||||||
| W Park Rd | Iowa City | IA | 52246 | 420796760 | 501(c)(3) | $5,000 | HAWKEYE WOMEN: RISE CAMPAIGN | |
| Mays Music Centre of Excellence | ||||||||
| 500 W 5th Ave | Naperville | IL | 60563 | 854299145 | 501(c)(3) | $5,000 | Scales Campaign | |
| ROAD RUNNERS CLUB OF AMERICA | ||||||||
| 1225 E River Dr | Davenport | IA | 52803 | 930708918 | 501(c)(3) | $5,000 | Quad-City Times Bix 7 Road Race | |
| Greater Poweshiek Community Foundation | ||||||||
| 1510 Penrose Street | Grinnell | IA | 50112 | 421298055 | 501(c)(3) | $5,000 | Business Partner in Philanthropy Program | |
| WATERLOO COMMUNITY SCHOOLS FOUNDATION | ||||||||
| 201 Tower Park Drive | Waterloo | IA | 50701 | 421364293 | 501(c)(3) | $5,000 | Annual Sponsorship Program | |
| MULTICULTURAL FAMILY CENTER | ||||||||
| 1157 Central Ave | Dubuque | IA | 520015016 | 270751743 | 501(c)(3) | $5,000 | 5 year Room Sponsorship | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 1600 Roosevelt Rd | Wheaton | IL | 60187 | 364003119 | 501(c)(3) | $5,000 | Women Build/Golf Outing | |
| FREEPORT FESTIVALS INC | ||||||||
| 11 W Douglas St | Freeport | IL | 61032 | 921236355 | 501(c)(3) | $5,000 | Tutty Baker Festival | |
| Pork Tornadoes LLC | ||||||||
| 4106 145th St | Urbandale | IA | 50323 | 824418956 | LLC | $5,000 | The Pork Tornadoes at Club 5 in Cedar Rapids, IA | |
| DUPAGE P A D S INC | ||||||||
| 601 W Liberty Dr | Wheaton | IL | 60187 | 363675494 | 501(c)(3) | $5,000 | Taste of Hope & Charity Challenge: The Great Descent | |
| TABLE TO TABLE FOOD DISTRIBUTION NETWORK | ||||||||
| 1049 US-6 | Iowa City | IA | 522406500 | 421457219 | 501(c)(3) | $5,000 | Table to Table Annual Dinner | |
| BLANK PARK ZOO FOUNDATION INC | ||||||||
| 7401 SW 9th St | Des Moines | IA | 503156667 | 421171821 | 501(c)(3) | $5,000 | Safari Soiree | |
| Quad Cities River Bandits | ||||||||
| 209 South Gaines Street | Davenport | IA | 52802 | 113804992 | LLC | $5,000 | Quad Cities River Bandits | |
| QUAD CITY STORM ONE GOAL FOUNDATION INC | ||||||||
| 4521 8th 1/2 St Ct | East Moline | IL | 612444183 | 883825823 | 501(c)(3) | $5,000 | QC Storm Education Day Game 2024-25 Season (in Partnership with the QC Storm One Goal Foundation) | |
| Variety The Childrens Charity Of Iowa | ||||||||
| 505 5th Avenue | Des Moines | IA | 50309 | 426077108 | 501(c)(3) | $5,000 | Polo on the Green | |
| NewBo City Market | ||||||||
| 1100 Third Street SE | Cedar Rapids | IA | 52401 | 270600567 | 501(c)(3) | $5,000 | Meet Me at the Market | |
| GIGIS PLAYHOUSE INC | ||||||||
| 8801 N Second Street | Machesney Park | IL | 61115 | 272251844 | 501(c)(3) | $5,000 | Legacy Sponsorship of "i have a voice" Gala with Triple Play Benefits | |
| Iowa Confluence Water Trails | ||||||||
| 5000 Westown Pkwy | West Des Moines | IA | 50266 | 871605740 | 501(c)(3) | $5,000 | ICON Water Trails Operational Support | |
| HERITAGE CHRISTIAN SCHOOL | ||||||||
| 255 Hackberry St | North Liberty | IA | 523179730 | 421386017 | 501(c)(3) | $5,000 | Heritage Gala: Educating for Eternity | |
| GRINNELL-NEWBURG BOOSTERS | ||||||||
| 1817 Prince St | Grinnell | IA | 50112 | 421298353 | 501(c)(3) | $5,000 | Grinnell Tiger Athletic Booster Golf Outing | |
| Grinnell Historical Museum Society | ||||||||
| 703 First Avenue | Grinnell | IA | 50112 | 426065964 | 501(c)(3) | $5,000 | GHM New Museum Opening Day Exhibit | PO Box 254 |
| Des Moines Area Community College Foundation | ||||||||
| 2006 S Ankeny Blvd | Ankeny | IA | 50023 | 237229486 | 501(c)(3) | $5,000 | DMACC 5K Walk/Run and Kids Fun Run | |
| BOYS & GIRLS CLUBS OF CENTRAL IOWA INC | ||||||||
| 1421 Walker Street | Des Moines | IA | 50316 | 426075138 | 501(c)(3) | $5,000 | Conscious Cash | |
| West Suburban Community Pantry Inc | ||||||||
| 6809 Hobson Valley Dr | Woodridge | IL | 60517 | 363857072 | 501(c)(3) | $5,000 | Chefs' Culinary Celebration | |
| RESOURCESUNITE | ||||||||
| 1900 John F Kennedy Rd | Dubuque | IA | 52002 | 364761269 | 501(c)(3) | $5,000 | Annual Sponsorship | |
| UNITED WAY AND COMMUNITY FOUNDATION OF GREATER FORT DODGE | ||||||||
| 24 North 9th Street | Fort Dodge | IA | 50501 | 421439853 | 501(c)(3) | $5,000 | Albert Habhab Veterans Memorial Bridge | |
| Mentor Iowa | ||||||||
| 2332 Rocklyn Dr | Urbandale | IA | 503224935 | 237329212 | 501(c)(3) | $5,000 | 22nd Mentor Iowa auction | |
| Back 2 School Iowa | ||||||||
| 767 SE Williams Ct | Waukee | IA | 502638362 | 824046219 | 501(c)(3) | $5,000 | 2025 LadyLike PowHER Summit | |
| LATINO RESOURCES INC | ||||||||
| 4217 University Ave | DES MOINES | IA | 50311 | 542074268 | 501(c)(3) | $5,000 | 2025 Iowa Latino Heritage Festival | |
| Indian Creek Nature Center | ||||||||
| 5300 Otis Rd SE | Cedar Rapids | IA | 524037100 | 237260197 | 501(c)(3) | $5,000 | 2025 Field Trips Program and Backcountry Film Festival | |
| Bravo Greater Des Moines Inc | ||||||||
| 801 Grand Ave | Des Moines | IA | 50309 | 203598346 | 501(c)(3) | $5,000 | 2025 Bravo Awards Gala | |
| Hand in Hand | ||||||||
| 3860 Middle Road | Bettendorf | IA | 52722 | 421508508 | 501(c)(3) | $5,000 | 16th Annual Hand in Hand Chili cook-Off | |
| Beacon of Life | ||||||||
| 1717 Woodland Ave | Des Moines | IA | 503093323 | 421253088 | 501(c)(3) | $5,000 | The Beacon Cake Gala 2025 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 660 32nd Ave SW | Cedar Rapids | IA | 52404 | 420680304 | 501(c)(3) | $5,000 | Merit Badge University | |
| COMMUNITY FOUNDATION OF JOHNSON | ||||||||
| 501 12th Ave | Coralville | IA | 52241 | 421508117 | 501(c)(3) | $5,000 | Corporate Partnership | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 116 | Total501c3OrgCnt |
| Total Other Org | 12 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | Grant recipients apply for funding through the GreenState Credit Union website. Once grants are awarded, funds go directly to the recipient organization for use at their discretion. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vikram Israni | ||||||||||||||
| Chief Executive Officer | $783,343 | $0 | $750,000 | $0 | $16,172 | $0 | $17,500 | $0 | $15,146 | $0 | $1,582,161 | $0 | $0 | $0 |
| KATHERINE COURTNEY LEFT 112025 | ||||||||||||||
| CHIEF EXPERIENCE AND OPERATING OFFICER | $422,866 | $0 | $94,167 | $0 | $618,930 | $0 | $38,500 | $0 | $0 | $0 | $1,174,463 | $0 | $0 | $0 |
| James Kelly | ||||||||||||||
| Chief Marketing Officer | $366,860 | $0 | $70,804 | $0 | $6,120 | $0 | $38,122 | $0 | $24,512 | $0 | $506,418 | $0 | $0 | $0 |
| Samantha McSorley | ||||||||||||||
| Chief Operating Officer | $371,656 | $0 | $69,491 | $0 | $10,020 | $0 | $38,500 | $0 | $0 | $0 | $489,667 | $0 | $0 | $0 |
| Scott Taylor | ||||||||||||||
| Chief Information Officer | $372,808 | $0 | $67,443 | $0 | $6,120 | $0 | $38,408 | $0 | $0 | $0 | $484,779 | $0 | $0 | $0 |
| Ryan Doehrmann | ||||||||||||||
| Chief Lending Officer | $342,839 | $0 | $64,733 | $0 | $10,020 | $0 | $37,337 | $0 | $19,762 | $0 | $474,691 | $0 | $0 | $0 |
| Ryan Gage | ||||||||||||||
| Chief Risk Officer | $379,270 | $0 | $0 | $0 | $13,688 | $0 | $17,500 | $0 | $19,762 | $0 | $430,220 | $0 | $0 | $0 |
| Christopher Pech | ||||||||||||||
| Chief Legal Officer | $365,102 | $0 | $22,862 | $0 | $6,584 | $0 | $34,842 | $0 | $0 | $0 | $429,390 | $0 | $0 | $0 |
| Jennifer Bleil | ||||||||||||||
| Chief Administrative Officer | $349,037 | $0 | $39,667 | $0 | $7,020 | $0 | $13,034 | $0 | $12,838 | $0 | $421,596 | $0 | $0 | $0 |
| Heather Stumpf | ||||||||||||||
| Chief Financial Officer | $341,404 | $0 | $42,993 | $0 | $7,020 | $0 | $7,479 | $0 | $6,912 | $0 | $405,808 | $0 | $0 | $0 |
| Daryn Peterson | ||||||||||||||
| VP/Mortgage Lending | $55,192 | $0 | $882,280 | $0 | $900 | $0 | $38,500 | $0 | $0 | $0 | $976,872 | $0 | $0 | $0 |
| Eric Norman | ||||||||||||||
| SVP/Mortgage Lending | $87,415 | $0 | $721,988 | $0 | $900 | $0 | $38,500 | $0 | $19,762 | $0 | $868,565 | $0 | $0 | $0 |
| Peter Johnson | ||||||||||||||
| VP/Mortgage Loan Officer | $42,477 | $0 | $655,939 | $0 | $1,129 | $0 | $38,500 | $0 | $19,762 | $0 | $757,807 | $0 | $0 | $0 |
| Scott Langenberg | ||||||||||||||
| VP/Mortgage Loan Officer | $41,122 | $0 | $618,729 | $0 | $1,030 | $0 | $38,500 | $0 | $19,762 | $0 | $719,143 | $0 | $0 | $0 |
| Aaron Kowalski | ||||||||||||||
| VP/Mortgage Loan Officer | $43,271 | $0 | $606,832 | $0 | $900 | $0 | $9,295 | $0 | $23,361 | $0 | $683,659 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | The board of directors policy allows for reasonable expenses as approved by the board of directors, while the employment contract for the President/CEO allow first class business purpose travel. |
| Schedule J, Part I, Line 1a Travel for companions | The board of directors policy along with the contract for the President/CEO allow spouses to travel on business trips. Any expense related to travel companions is treated as taxable income and included in reportable compensation in Part VII and Schedule J. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | Housing Allowance provided to Chief Risk Officer for duration of 3 months post-employment start date. Related benefit included as taxable compensation for a total of $6,668. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | In tax year 2025, GreenState Credit Union provided social club dues for the CEO. The amount is included in reportable compensation in Part VII and Schedule J. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | GreenState Credit Union made separation payment to Katherine Courtney - $610,560. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Jeffrey Disterhoft | |||||||
| Retired CEO | Split Dollar Life Insurance Policy | Yes (X) | $14,643,612 | $18,313,982 | false | Yes (true) | Yes (true) |
| Vikram Israni | |||||||
| President/CEO | Split Dollar Life Insurance Policy | Yes (X) | $20,300,000 | $20,300,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $38,613,982 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 Classes of members or stockholders | GreenState Credit Union does have members as specified by their bylaws. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The members of the board of directors are elected by the membership. Members may vote electronically prior to the annual meeting. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | There are five situations for state-chartered credit unions in Iowa to which membership vote is required for approval: *Charter conversion *Voluntary Dissolution *Amending or Reversing an act of the board of directors *Mergers *Removal or reinstatement of an officer, director or member of the auditing committee |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The organization's governing body is provided an electronic copy of the form 990 prior to filing. The form 990 will be reviewed by the Organization's CFO and Accounting team. |
| Form 990, Part VI, Line 12c Conflict of interest policy | GreenState Credit Union maintains and enforces a written conflict of interest policy applicable to directors, executive leadership, and employees. Covered individuals are required to disclose potential or actual conflicts annually and as they arise. Disclosures are reviewed at the appropriate management or governing body level to determine whether a conflict exists. Individuals with a conflict are required to recuse themselves from related deliberations and decisions. The policy applies to conflicts identified both before and after a transaction occurs. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Board of Directors appoints a Compensation Evaluation Subcommittee, a subcommittee of the Executive Committee, to oversee and approve the compensation of the President/CEO. The Subcommittee reviews and approves salary, benefits, and perquisites, and prepares an annual executive compensation report for full Board review. Executive officer compensation is reviewed annually by the President/CEO as part of the formal performance evaluation process. Compensation decisions are based on independent market compensation data, market trends, and individual and organizational performance. This process was last completed in 2025. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The CEO/President position is reviewed by the board appointed Compensation Committee with recommendation to the Executive Committee and then Board of Directors. Executive officer compensation review is conducted annually by the President/ CEO in conjunction with a formal annual performance review. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | EQUITY ATTRIBUTABLE TO NON-CONTROLLING INTERESTS - 3487417; Total - 3487417; |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. |
| FORM 990, PART VI, LINE 1A AND 1B - VOTING MEMBER INDEPENDENCE | Board members are compensated in equal amounts for their service to the organization. In addition, the organization reimburses board members for ordinary and necessary expenses incurred in the performance of their duties. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| GreenState Financial LLC | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 274335678 | CUSO Activity | IA | $5,466,177 | $55,716,545 | GreenState Credit Union |
| GreenState Insurance Services LLC | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 463811338 | Insurance Services | IA | $2,790,557 | $13,959,326 | GreenState Financial |
| GreenState Trust Services | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 843860120 | Trust Services | IA | $365,877 | $1,033,487 | GreenState Financial |
| GreenState Loan Servicing | |||||||||
| 2355 Landon Rd | North Liberty | IA | 52317 | 881134445 | Loan Originations | IA | $3,410,380 | $182,250,508 | GreenState Financial |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 500-540 Lake Cook Road LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 Landon Rd | AddressLine1Txt |
| City | North Liberty | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Credit Union Owned Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GreenState Credit Union | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | -$2,615,680 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $55,359,052 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 500-540 Lake Cook Road LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $15,444,095 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |