2026-05-07T09:08:29+00:00 2025-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2025-01-01 420804594 GreenState Credit Union GREE 3193391000 2355 Landon Road North Liberty IA 523170800 Vic Israni President / CEO 3193412101 2026-05-07 true Nicole Fishback P01279475 3173834000 2026-05-15 2025 2025-03-06 01:10:19Z Vic Israni 2355 Landon Road North Liberty IA 523170800 642771569 false X www.greenstate.org X 1938 IA 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. 9 0 1118 0 210875 0 0 473945764 514202697 69401174 42758122 71380270 71643863 614727208 628604682 4915799 4200526 0 115899560 135406296 0 0 473686422 496882545 594501781 636489367 20225427 -7884685 10631477748 11160440113 9824957202 10356773016 806520546 803667097 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. false false 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. 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. 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. 0 false false false false false false false false true false true false false false true true false true false false false false false false false false false true false true false false false false false true false false false false false false false false true true false false false false true 167436 0 1118 true true true false false false false false true false X 9 0 false false false false true true true true true false false false true true true true true true true true false false IA X VIC ISRANI 3193412101 2355 LANDON ROAD NORTH LIBERTY IA 53217 Drew Denning BOD - Treasurer 6.0 X X 18396 0 0 Fred Mims BOD - Chairperson 16.0 X X 23260 0 0 Laurel Day BOD - Secretary 3.0 X X 20849 0 0 Lynsey Engels BOD - Vice Chariperson 11.0 X X 18396 0 0 Mark Rolinger BOD - Credit Committee Chairperson 3.0 X X 24507 0 0 MJ Dolan BOD - Audit Risk Managment Committee Chairperson 3.0 X X 20813 0 0 Kevin Kieth Board of Directors 3.0 X 20055 0 0 Richard Noble Board of Directors 3.0 X 21662 0 0 Tiffany O'Donnell BOD - Director 3.0 X 18396 0 0 Christopher Pech Chief Legal Officer 50.0 X 394548 0 34842 Heather Stumpf Chief Financial Officer 50.0 X 391417 0 14391 James Kelly Chief Marketing Officer 50.0 X 443784 0 62634 Jennifer Bleil Chief Administrative Officer 50.0 X 395724 0 25872 KATHERINE COURTNEY LEFT 112025 CHIEF EXPERIENCE AND OPERATING OFFICER 50.0 X 1135963 0 38500 Ryan Doehrmann Chief Lending Officer 50.0 X 417592 0 57099 Ryan Gage Chief Risk Officer 50.0 X 392958 0 37262 Samantha McSorley Chief Operating Officer 50.0 X 451167 0 38500 Scott Taylor Chief Information Officer 50.0 X 446371 0 38408 Vikram Israni Chief Executive Officer 50.0 X 1549515 0 32646 Aaron Kowalski VP/Mortgage Loan Officer 50.0 X 651003 0 32656 Daryn Peterson VP/Mortgage Lending 50.0 X 938372 0 38500 Eric Norman SVP/Mortgage Lending 50.0 X 810303 0 58262 Peter Johnson VP/Mortgage Loan Officer 50.0 X 699545 0 58262 Scott Langenberg VP/Mortgage Loan Officer 50.0 X 660881 0 58262 9965477 0 626096 364 true true false RSM US LLP 331 W 3rd S Ste 200 Davenport IA 52801 Technology Support 5856707 Xactus 370 Reed Road Suite 100 Boomall PA 19008 Credit Reporting 5699189 SALESFORCECOM INC 111 MONUMENT CIRCLE INDIANAPOLIS IN 46204 CRM SERVICES 4389623 Q2 SOFTWARE INC 13785 RESEARCH BLVD AUSTIN TX 78750 SOFTWARE SERVICES 4336707 CONLON CONSTRUCTION CO 501 BELL ST DUBUQUE IA 52001 CONSTRUCTION Services 3468748 142 0 LOAN INTEREST REVENUE 522100 492838377 492838377 ATM FEE REVENUE 522100 21364320 21153445 210875 0 0 0 0 514202697 51919244 51919244 110016 110016 0 110016 110016 5005765 14166887 0 -9161122 -9161122 -9161122 0 SERVICE RELEASE PREMIUMS 522100 27148900 27148900 MISCELLANEOUS REVENUE 522100 23996857 23996857 INTERCHANGE REVENUE 522100 20388090 20388090 0 0 0 0 71533847 628604682 585525669 210875 42868138 4200526 6399196 79388429 8165173 33925281 7528217 712450 1406159 1812702 5440623 10054949 16729269 11067247 443026 17780 55613649 6763475 1888039 INTEREST PAID TO MEMBERS 259145729 PROVISION FOR LOAN LOSS 73366256 MISCELLANEOUS EXPENSE 31096834 PROCESSING FEES 21324358 0 636489367 1020345348 1115910002 18012027 38613982 0 0 8922728777 9159779544 13914844 13625426 204590838 54141363 143229765 150449475 114036375 120420629 0 0 133026365 131061965 266184247 430579090 10631477748 11160440113 55688355 144780265 0 0 1191000000 1435900000 8578268847 8776092751 9824957202 10356773016 806520546 803667097 806520546 803667097 10631477748 11160440113 X -7884685 1543819 3487417 X false true true false false true X 42489956 42489956 114707501 22516611 92190890 406579 22222 384357 35501859 27486337 8015522 11484943 4116193 7368750 150449475 Federal Income Taxes MEMBER CHECKING & SAVINGS ACCOUNT 3632806545 CD'S & IRA'S 4329793874 NONMEMBER MMA 813492332 ROU LIABILITY 8776092751 X 0 0 0 0 0 0 0 0 0 0 0 0 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. true GREENSTATE FOUNDATION 2355 Landon Rd North Liberty IA 523176508 880616839 501(c)(3) 600000 2025 Annual Contribution IOWA CITY COMMUNITY SCHOOL DISTRICT FOUNDATION 2255 N Dubuque Rd Iowa City IA 522459580 421177023 501(c)(3) 83333 School of the Wild JUNIOR ACHIEVEMENT OF EASTERN IOWA 324 3rd St SE Cedar Rapids IA 524011804 420919209 501(c)(3) 51350 3DE Founding Partner SUMMER OF THE ARTS INC 319 E 1st Street Iowa City IA 52240 421412706 501(c)(3) 32000 Iowa City Jazz Festival IOWA CHILDRENS MUSEUM 1451 Coral Ridge Avenue Coralville IA 52241 421461422 501(c)(3) 31500 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 30000 MidAmerican RecPlex Field Sponsor STATE UNIVERSITY OF IOWA FOUNDATION One West Park Road Iowa City IA 52242 420796760 501(c)(3) 30000 Carver Circle campaign - Iowa Wrestling training facility COMMUNITY FOUNDATION OF JOHNSON 136 S Dubuque St Iowa City IA 522404009 421508117 501(c)(3) 25000 Pledge Payment 1/4 - Johnson County Childcare Solutions Fund PARAMOUNT ARTS CENTRE INC 23 E Galena Blvd Aurora IL 605064128 363189061 501(c)(3) 25000 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) 25000 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) 25000 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) 25000 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) 25000 TCR's Dream Here. Do Here. Capital Campaign IOWA HEALTH FOUNDATION 1415 Woodland Ave Des Moines IA 503093203 421467682 501(c)(3) 25000 Rally Against Cancer - John Stoddard Cancer Center Wings2Water 2515 Arthur Collins Parkway SW Cedar Rapids IA 52404 843818542 501(c)(3) 25000 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) 25000 Celebration of Freedom Fireworks MORTON ARBORETUM 4100 Lincoln Ave Lisle IL 605321288 361505770 501(c)(3) 25000 Fall Color Festival Sponsor 2025 Cedar Rapids Metro Economic Alliance 501 1st St SE Cedar Rapids IA 52401 420172900 501(c)(6) 25000 2025 Buy Local program - presenting sponsor UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC 160 Southgate Ave Iowa City IA 522404344 426062055 501(c)(3) 25000 2025 Corporate Gift TRINITY HEALTH FOUNDATION 804 Kenyon Rd Fort Dodge IA 505015742 421222381 501(c)(3) 20000 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) 20000 Planting New Roots DES MOINES ART FESTIVAL INC 700 Locust Street Des Moines IA 50309 421471969 501(c)(3) 20000 Des Moines Arts Festival NO FOOT TOO SMALL 1150 5th St Coralville IA 522412913 824301632 501(c)(3) 20000 Celebrate Angels in the Outfield 2025 Regina Foundation 2140 Rochester Avenue Iowa City IA 522453527 510158837 501(c)(3) 17500 2025 Annual Funding Proposal for Regina Gala MARION PARK & RECREATION FOUNDATION INC 4500 N 10th St Marion IA 52302 500006308 501(c)(3) 16667 Pledge Payment 1/3 - Marion Central Plaza Pledge NewBo City Market 1100 Third Street SE Cedar Rapids IA 52401 270600567 501(c)(3) 16667 Next Level Local Capital Campaign GOLF CHARITABLE FOUNDATION OF GREATER DES MOINES 6th Ave Des Moines IA 50309 812651226 501(c)(3) 15000 Pedal to the PCC IOWA CITY AREA CHAMBER OF COMMERCE 136 S Dubuque St Iowa City IA 522404009 420330530 501(c)(6) 15000 Strategic Investment Districts JUNIOR ACHIEVEMENT OF THE HEARTLAND 800 12th Ave Moline IL 612652956 362684253 501(c)(3) 15000 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) 15000 Unlocking the Future Campaign IOWA SPORTS FOUNDATION 1421 S Bell Ave Ames IA 50010 421278326 501(c)(3) 15000 Adaptive Sports Iowa - Grizzlies Youth Wheelchair Basketball Zach Johnson Foundation PO BOX 2336 Cedar Rapids IA 52406 272683100 501(c)(3) 15000 Zach Johnson Foundation Classic & Gala IOWA SPECIAL OLYMPICS INC PO Box 620 Grimes IA 50111 510176029 501(c)(3) 15000 Special Olympics Iowa - Statewide Event Iowa College Foundation 505 5th Avenue Des Moines IA 503091311 420745995 501(c)(3) 15000 ICF Annual Request for Unrestricted Funding and the Opportunity Scholarship Challenge IWLC 415 12th Ave SE Cedar Rapids IA 52401 452932668 501(c)(3) 15000 2025 Cedar Rapids Conference Simpson College 701 North C Street Simpson College Kent Campus Center Indianola IA 50125 420680389 501(c)(3) 15000 GreenState Credit Union - All in for Iowa Scholarship ENGLERT CIVIC THEATRE INC NON PROFIT 221 E Washington St Iowa City IA 52240 421508154 501(c)(3) 13000 Mission Creek Festival IOWA CITY DOWNTOWN SELF SUPPORTED MUNICIPAL IMPROVEMENT DISTRICT 103 E College Street Iowa City IA 52240 421376887 501(c)(6) 13000 Farm to Street Dinner AND Kids Market/Holiday Market TRINITY HEALTH FOUNDATION 804 Kenyon Rd Fort Dodge IA 505015742 421222381 501(c)(3) 12500 Trinity Cancer Center Expansion DUBUQUE COUNTY HISTORICAL SOCIETY 350 E 3rd St Dubuque IA 520012302 426072050 501(c)(3) 12500 Preserve the Wonder Grinnell Regional Medical Center Foundation 210 4th Avenue Grinnell IA 50112 421454737 501(c)(3) 12500 Delivering Our Future capital campaign IOWA CITY-CORALVILLE CONVENTION AND VISTORS BUREAU 900 1st Ave Coralville IA 522412108 421203842 501(c)(6) 12500 Foodie February/FRYfest CEDAR BASIN JAZZ FESTIVAL INC 1008 Erik Road Cedar Falls IA 50613 421423557 501(c)(3) 12000 Cedar Basin Music Festival 2023 City of North Liberty 520 W CHERRY ST North Liberty IA 52317 420926682 Municipal Government 12000 Fire & Ice Benedictine University 5510 College Rd Lisle IL 60532 362722198 501(c)(3) 10800 Nature to Nurture Animal Therapy Programming Wesley Community Services Inc 5508 NW 88th St Johnston IA 501313005 203970256 501(c)(3) 10000 WesleyLife Meals on Wheels THE SALVATION ARMY 520 Hollister Ave Rockford IL 611081649 362167910 501(c)(3) 10000 Koats4Kids Program Chicago Zoological Society 3300 Golf Rd Brookfield IL 605131060 362167016 501(c)(3) 10000 BZC Summertime Animal Chat Series QUAD CITIES CHAMBER OF COMMERCE INC 331 W 3rd St Davenport IA 528011205 273065786 501(c)(6) 10000 Deck the Downtowns Linking Families and Communities 822 Central Avenue Fort Dodge IA 50501 421595304 501(c)(3) 10000 Planting the SEEDS for a Brighter Future ENTREPRENEURIAL DEVELOPMENT CENTER INC 230 2nd St SE Cedar Rapids IA 52401 421447565 501(c)(6) 10000 EDC Vitality Campaign Grinnell School of Music 720 5th Avenue Grinnell IA 50112 883118049 501(c)(3) 10000 Capital Campaign WAYPOINT SERVICES FOR WOMEN CHILDREN AND FAMILIES 318 5th St SE Cedar Rapids IA 524011601 420680307 501(c)(3) 10000 Waypoint Corporate Sponsorship JULIEN DUBUQUE INTERNATIONAL FILM FESTIVAL 450 Bradley Street Dubuque IA 52003 264261800 501(c)(3) 10000 Julien Dubuque International Film Festival (JDIFF) BIG BROTHERS BIG SISTERS OF CENTRAL IOWA INC 9051 Swanson Blvd Clive IA 50325 421184999 501(c)(3) 10000 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) 10000 Bowl for Kids' Sake 2025 - Space Bowl FAMILY COUNSELING SERVICES OF NO ILL 631 N Longwood St Rockford IL 611074263 362167065 501(c)(3) 10000 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) 10000 TCR Lounge and Concessions Sponsorship FOOD BANK OF IOWA PO Box 1517 Des Moines IA 50309 421177880 501(c)(3) 10000 Food Insecurity Northern Illinois Food Bank 273 Dearborn Ct Geneva IL 601343587 363203648 501(c)(3) 10000 Food Insecurity HEART MINISTRY CENTER INC 2222 Binney St Omaha NE 681102038 810614816 501(c)(3) 10000 Food Insecurity Boys & Girls Clubs of the Corridor 420 6th Street SE Cedar Rapids IA 524011903 421434056 501(c)(3) 8750 Community Sponsor Boys & Girls Clubs of the Corridor 420 6th Street SE Cedar Rapids IA 524011903 421434056 501(c)(3) 8750 Community Sponsor St Thomas More Catholic Church 3000 12th Ave Coralville IA 52241 420680432 501(c)(3) 8333 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) 8000 2025 Downtown Block Party National Balloon Classic Ltd 701 N Jefferson Way PO Box 346 Indianola IA 501251419 510137286 501(c)(3) 8000 National Balloon Classic BREAKTHROUGH T1D 1260 2nd Ave SE Cedar Rapids IA 524034072 231907729 501(c)(3) 8000 Breakthrough T1D Walk | Breakthrough T1D Promise Gala Indian Prairie School District 204 780 Shoreline Dr Aurora IL 60504 362746876 Public School 8000 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) 7500 2025 Give & Grow School Match FilmScene 404 E College St Iowa City IA 522401851 454103745 501(c)(3) 7500 Teen Cinema Programs IOWA WOMENS FOUNDATION 2150 James St Coralville IA 522418000 421431092 501(c)(3) 7500 IWF Annual Luncheon Knock and Drop Iowa 1000 E 14TH ST DES MOINES IA 503163400 850633938 501(c)(3) 7500 Cultural Events with cultural foods Holy Family Catholic Schools 2005 Kane Street Dubuque IA 52001 420792429 501(c)(3) 7500 Circle of Celebration State University of Iowa Foundation 1 W Park Rd Iowa City IA 522422000 420796760 501(c)(3) 6600 Hancher Circle Fund Gift XAVIER FOUNDATION PO Box 10956 Cedar Rapids IA 52410 421479238 501(c)(3) 6300 Xavier's Dancing with the Saints, Season 9 CHILDSERVE FOUNDATION INC 2350 Oakdale Rd Coralville IA 52241 421157665 501(c)(3) 6000 ChildServe- Annual Events Bubble Ball and Launch & Learn MUTUAL GROUND INC 418 Oak Avenue Aurora IL 605063119 362921680 501(c)(3) 5550 Mutual Ground's 50th Anniversary Annual Sponsorship Bridge Communities Inc 505 Crescent Blvd Glen Ellyn IL 60137 363705951 501(c)(3) 5500 Wine Women & Shoes; Glen Ellyn Backyard BBQ HOPES FRONT DOOR 1047 Curtiss Street Downers Grove IL 60515 270073814 501(c)(3) 5500 Hands of Hope Luncheon/Pathways to Financial Health CONSERVATION FOUNDATION 10s404 Knoch Knolls Naperville IL 60565 237221206 501(c)(3) 5500 2025 Events and Programs CEDAR VALLEY CANCER COMMITTEE 1407 Asbury Ln Waterloo IA 507013555 421445986 501(c)(3) 5000 Warrior Sponsorship UPDOWNTOWNERS OF WATERLOO INC 512 Mulberry St Waterloo IA 507033527 421266451 501(c)(3) 5000 Food Truck Festival Presenting Sponsor SAINT EDMOND CATHOLIC SCHOOL FOUNDATION 2321 6th Ave N Fort Dodge IA 505013554 262935041 501(c)(3) 5000 2025 Give & Grow School Match FAITH ACADEMY 1030 Cross Park Ave Iowa City IA 522404467 823695813 501(c)(3) 5000 2025 Give & Grow School Match HERITAGE CHRISTIAN SCHOOL 255 Hackberry St North Liberty IA 523179730 421386017 501(c)(3) 5000 2025 Give & Grow School Match BLOOD CANCER UNITED INC 17330 W Center Rd Omaha NE 681302392 135644916 501(c)(3) 5000 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) 5000 FASTWorks BOYS AND GIRLS CLUB OF GREATER DUBU QUE 1299 Locust St Dubuque IA 520014709 420710263 501(c)(3) 5000 43RD ANNUAL BOBBY ANDERSON BOYS & GIRLS CLUB GOLF FUN DAY American Heart Association Inc 9900 Nicholas St Omaha NE 681142214 135613797 501(c)(3) 5000 Corporate Sponsorship - Omaha Go Red Anawim Housing 2024 Forest Ave Des Moines IA 503113259 421310967 501(c)(3) 5000 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) 5000 1st Place for 1st Grade JUNIOR ACHIEVEMENT OF EASTERN IOWA 324 3rd St SE Cedar Rapids IA 524011804 420919209 501(c)(3) 5000 Goals for Good 24/25 Season LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS One Oakbrook Terrace Oakbrook Terrace IL 60181 362167778 501(c)(3) 5000 Wild West Harvest Fest Sponsorship STATE UNIVERSITY OF IOWA FOUNDATION W Park Rd Iowa City IA 52246 420796760 501(c)(3) 5000 HAWKEYE WOMEN: RISE CAMPAIGN Mays Music Centre of Excellence 500 W 5th Ave Naperville IL 60563 854299145 501(c)(3) 5000 Scales Campaign ROAD RUNNERS CLUB OF AMERICA 1225 E River Dr Davenport IA 52803 930708918 501(c)(3) 5000 Quad-City Times Bix 7 Road Race Greater Poweshiek Community Foundation 1510 Penrose Street Grinnell IA 50112 421298055 501(c)(3) 5000 Business Partner in Philanthropy Program WATERLOO COMMUNITY SCHOOLS FOUNDATION 201 Tower Park Drive Waterloo IA 50701 421364293 501(c)(3) 5000 Annual Sponsorship Program MULTICULTURAL FAMILY CENTER 1157 Central Ave Dubuque IA 520015016 270751743 501(c)(3) 5000 5 year Room Sponsorship HABITAT FOR HUMANITY INTERNATIONAL INC 1600 Roosevelt Rd Wheaton IL 60187 364003119 501(c)(3) 5000 Women Build/Golf Outing FREEPORT FESTIVALS INC 11 W Douglas St Freeport IL 61032 921236355 501(c)(3) 5000 Tutty Baker Festival Pork Tornadoes LLC 4106 145th St Urbandale IA 50323 824418956 LLC 5000 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) 5000 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) 5000 Table to Table Annual Dinner BLANK PARK ZOO FOUNDATION INC 7401 SW 9th St Des Moines IA 503156667 421171821 501(c)(3) 5000 Safari Soiree Quad Cities River Bandits 209 South Gaines Street Davenport IA 52802 113804992 LLC 5000 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) 5000 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) 5000 Polo on the Green NewBo City Market 1100 Third Street SE Cedar Rapids IA 52401 270600567 501(c)(3) 5000 Meet Me at the Market GIGIS PLAYHOUSE INC 8801 N Second Street Machesney Park IL 61115 272251844 501(c)(3) 5000 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) 5000 ICON Water Trails Operational Support HERITAGE CHRISTIAN SCHOOL 255 Hackberry St North Liberty IA 523179730 421386017 501(c)(3) 5000 Heritage Gala: Educating for Eternity GRINNELL-NEWBURG BOOSTERS 1817 Prince St Grinnell IA 50112 421298353 501(c)(3) 5000 Grinnell Tiger Athletic Booster Golf Outing Grinnell Historical Museum Society 703 First Avenue PO Box 254 Grinnell IA 50112 426065964 501(c)(3) 5000 GHM New Museum Opening Day Exhibit Des Moines Area Community College Foundation 2006 S Ankeny Blvd Ankeny IA 50023 237229486 501(c)(3) 5000 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) 5000 Conscious Cash West Suburban Community Pantry Inc 6809 Hobson Valley Dr Woodridge IL 60517 363857072 501(c)(3) 5000 Chefs' Culinary Celebration RESOURCESUNITE 1900 John F Kennedy Rd Dubuque IA 52002 364761269 501(c)(3) 5000 Annual Sponsorship UNITED WAY AND COMMUNITY FOUNDATION OF GREATER FORT DODGE 24 North 9th Street Fort Dodge IA 50501 421439853 501(c)(3) 5000 Albert Habhab Veterans Memorial Bridge Mentor Iowa 2332 Rocklyn Dr Urbandale IA 503224935 237329212 501(c)(3) 5000 22nd Mentor Iowa auction Back 2 School Iowa 767 SE Williams Ct Waukee IA 502638362 824046219 501(c)(3) 5000 2025 LadyLike PowHER Summit LATINO RESOURCES INC 4217 University Ave DES MOINES IA 50311 542074268 501(c)(3) 5000 2025 Iowa Latino Heritage Festival Indian Creek Nature Center 5300 Otis Rd SE Cedar Rapids IA 524037100 237260197 501(c)(3) 5000 2025 Field Trips Program and Backcountry Film Festival Bravo Greater Des Moines Inc 801 Grand Ave Des Moines IA 50309 203598346 501(c)(3) 5000 2025 Bravo Awards Gala Hand in Hand 3860 Middle Road Bettendorf IA 52722 421508508 501(c)(3) 5000 16th Annual Hand in Hand Chili cook-Off Beacon of Life 1717 Woodland Ave Des Moines IA 503093323 421253088 501(c)(3) 5000 The Beacon Cake Gala 2025 BOY SCOUTS OF AMERICA 660 32nd Ave SW Cedar Rapids IA 52404 420680304 501(c)(3) 5000 Merit Badge University COMMUNITY FOUNDATION OF JOHNSON 501 12th Ave Coralville IA 52241 421508117 501(c)(3) 5000 Corporate Partnership 116 12 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Grant recipients apply for funding through the GreenState Credit Union website. Once grants are awarded, funds go directly to the recipient organization for use at their discretion. X X X X true true X X X X X true false false Vikram Israni Chief Executive Officer 783343 0 750000 0 16172 0 17500 0 15146 0 1582161 0 0 0 KATHERINE COURTNEY LEFT 112025 CHIEF EXPERIENCE AND OPERATING OFFICER 422866 0 94167 0 618930 0 38500 0 0 0 1174463 0 0 0 James Kelly Chief Marketing Officer 366860 0 70804 0 6120 0 38122 0 24512 0 506418 0 0 0 Samantha McSorley Chief Operating Officer 371656 0 69491 0 10020 0 38500 0 0 0 489667 0 0 0 Scott Taylor Chief Information Officer 372808 0 67443 0 6120 0 38408 0 0 0 484779 0 0 0 Ryan Doehrmann Chief Lending Officer 342839 0 64733 0 10020 0 37337 0 19762 0 474691 0 0 0 Ryan Gage Chief Risk Officer 379270 0 0 0 13688 0 17500 0 19762 0 430220 0 0 0 Christopher Pech Chief Legal Officer 365102 0 22862 0 6584 0 34842 0 0 0 429390 0 0 0 Jennifer Bleil Chief Administrative Officer 349037 0 39667 0 7020 0 13034 0 12838 0 421596 0 0 0 Heather Stumpf Chief Financial Officer 341404 0 42993 0 7020 0 7479 0 6912 0 405808 0 0 0 Daryn Peterson VP/Mortgage Lending 55192 0 882280 0 900 0 38500 0 0 0 976872 0 0 0 Eric Norman SVP/Mortgage Lending 87415 0 721988 0 900 0 38500 0 19762 0 868565 0 0 0 Peter Johnson VP/Mortgage Loan Officer 42477 0 655939 0 1129 0 38500 0 19762 0 757807 0 0 0 Scott Langenberg VP/Mortgage Loan Officer 41122 0 618729 0 1030 0 38500 0 19762 0 719143 0 0 0 Aaron Kowalski VP/Mortgage Loan Officer 43271 0 606832 0 900 0 9295 0 23361 0 683659 0 0 0 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. Jeffrey Disterhoft Retired CEO Split Dollar Life Insurance Policy X 14643612 18313982 false true true Vikram Israni President/CEO Split Dollar Life Insurance Policy X 20300000 20300000 false true true 38613982 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. GreenState Financial LLC 2355 Landon Rd North Liberty IA 52317 274335678 CUSO Activity IA 5466177 55716545 GreenState Credit Union GreenState Insurance Services LLC 2355 Landon Rd North Liberty IA 52317 463811338 Insurance Services IA 2790557 13959326 GreenState Financial GreenState Trust Services 2355 Landon Rd North Liberty IA 52317 843860120 Trust Services IA 365877 1033487 GreenState Financial GreenState Loan Servicing 2355 Landon Rd North Liberty IA 52317 881134445 Loan Originations IA 3410380 182250508 GreenState Financial 500-540 Lake Cook Road LLC 2355 Landon Rd North Liberty IA 52317 Credit Union Owned Real Estate IA GreenState Credit Union Related -2615680 55359052 false true false true false false false false false false false false false false false false false false false false false 500-540 Lake Cook Road LLC B 15444095 FAIR MARKET VALUE