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Nonprofiteer
← GreenState Credit Union

Form 990 for tax year 2024

Filed by GreenState Credit Union.

Totals

Total revenue
$614,727,208
Total expenses
$594,501,781
Contributions and grants received
$0
Grants paid
$4,915,799
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

Listed in Part VII

  • Drew Denning

    BOD - Treasurer

    Total calculated
    $18,400
    From this org
    $18,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Fred Mims

    BOD - Chairperson

    Total calculated
    $25,998
    From this org
    $25,998
    From related orgs
    $0
    Other
    $0
    Hours/week
    13

  • Kevin Kieth

    Board of Directors

    Total calculated
    $7,467
    From this org
    $7,467
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • Laurel Day

    BOD - Secretary

    Total calculated
    $20,995
    From this org
    $20,995
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Lynsey Engels

    BOD - Vice Chariperson

    Total calculated
    $19,780
    From this org
    $19,780
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Mark Rolinger

    BOD - Credit Committee Chairperson

    Total calculated
    $23,694
    From this org
    $23,694
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • MJ Dolan

    BOD - Audit Risk Managment Committee Chairperson

    Total calculated
    $20,429
    From this org
    $20,429
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Richard Noble

    Board of Directors

    Total calculated
    $19,113
    From this org
    $19,113
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Tiffany O'Donnell

    BOD - Director

    Total calculated
    $18,400
    From this org
    $18,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Christopher Pech

    Chief Legal Officer

    Total calculated
    $351,851
    From this org
    $321,351
    From related orgs
    $0
    Other
    $30,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $319,289
    Bonus
    $0
    Other
    $2,062
    Deferred
    $30,500
    Nontaxable benefits
    $0
    Filer's total
    $351,851

  • Heather Stumpf

    Chief Financial Officer

    Total calculated
    $316,536
    From this org
    $311,414
    From related orgs
    $0
    Other
    $5,122
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $309,694
    Bonus
    $0
    Other
    $1,720
    Deferred
    $0
    Nontaxable benefits
    $5,122
    Filer's total
    $316,536

  • James Kelly

    Chief Growth Officer

    Total calculated
    $423,865
    From this org
    $394,941
    From related orgs
    $0
    Other
    $28,924
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $342,235
    Bonus
    $51,184
    Other
    $1,522
    Deferred
    $18,780
    Nontaxable benefits
    $10,144
    Filer's total
    $423,865

  • Jennifer Bleil

    Chief People Officer

    Total calculated
    $207,517
    From this org
    $192,980
    From related orgs
    $0
    Other
    $14,537
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $171,816
    Bonus
    $20,000
    Other
    $1,164
    Deferred
    $9,815
    Nontaxable benefits
    $4,722
    Filer's total
    $207,517

  • Katherine Courtney

    Chief Experience & Operating Officer

    Total calculated
    $670,920
    From this org
    $626,990
    From related orgs
    $0
    Other
    $43,930
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $475,000
    Bonus
    $150,000
    Other
    $1,990
    Deferred
    $43,930
    Nontaxable benefits
    $0
    Filer's total
    $670,920

  • Ryan Doehrmann

    Chief Consumer Officer

    Total calculated
    $391,059
    From this org
    $380,124
    From related orgs
    $0
    Other
    $10,935
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $308,520
    Bonus
    $69,614
    Other
    $1,990
    Deferred
    $0
    Nontaxable benefits
    $10,935
    Filer's total
    $391,059

  • Samantha McSorley

    Chief Commerical & Wealth Officer

    Total calculated
    $428,916
    From this org
    $422,916
    From related orgs
    $0
    Other
    $6,000
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $345,844
    Bonus
    $75,352
    Other
    $1,720
    Deferred
    $6,000
    Nontaxable benefits
    $0
    Filer's total
    $428,916

  • Scott Taylor

    Chief Information Officer

    Total calculated
    $367,998
    From this org
    $337,498
    From related orgs
    $0
    Other
    $30,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $335,976
    Bonus
    $0
    Other
    $1,522
    Deferred
    $30,500
    Nontaxable benefits
    $0
    Filer's total
    $367,998

  • Vikram Israni

    Chief Executive Officer

    Total calculated
    $760,106
    From this org
    $699,315
    From related orgs
    $0
    Other
    $60,791
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $598,644
    Bonus
    $0
    Other
    $100,671
    Deferred
    $50,404
    Nontaxable benefits
    $10,387
    Filer's total
    $760,106

  • Aaron Kowalski

    VP/Mortgage Loan Officer

    Total calculated
    $570,345
    From this org
    $559,102
    From related orgs
    $0
    Other
    $11,243
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $42,482
    Bonus
    $515,039
    Other
    $1,581
    Deferred
    $1,713
    Nontaxable benefits
    $9,530
    Filer's total
    $570,345

  • Daryn Peterson

    VP/Mortgage Lending

    Total calculated
    $850,358
    From this org
    $827,358
    From related orgs
    $0
    Other
    $23,000
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $52,020
    Bonus
    $773,322
    Other
    $2,016
    Deferred
    $23,000
    Nontaxable benefits
    $0
    Filer's total
    $850,358

  • Eric Norman

    VP/Mortgage Lending

    Total calculated
    $680,608
    From this org
    $639,455
    From related orgs
    $0
    Other
    $41,153
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $89,348
    Bonus
    $548,717
    Other
    $1,390
    Deferred
    $30,500
    Nontaxable benefits
    $10,653
    Filer's total
    $680,608

  • Peter Johnson

    VP/Mortgage Loan Officer

    Total calculated
    $626,700
    From this org
    $592,765
    From related orgs
    $0
    Other
    $33,935
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $41,086
    Bonus
    $549,649
    Other
    $2,030
    Deferred
    $23,000
    Nontaxable benefits
    $10,935
    Filer's total
    $626,700

  • Todd Fanning Left 05092024

    Interim CEO

    Total calculated
    $961,859
    From this org
    $942,348
    From related orgs
    $0
    Other
    $19,511
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,839
    Bonus
    $133,333
    Other
    $601,176
    Deferred
    $16,610
    Nontaxable benefits
    $2,901
    Filer's total
    $961,859

  • Scott Langenberg

    VP/Mortgage Loan Officer

    Total calculated
    $539,156
    From this org
    $527,508
    From related orgs
    $0
    Other
    $11,648
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $40,362
    Bonus
    $485,594
    Other
    $1,552
    Deferred
    $0
    Nontaxable benefits
    $11,648
    Filer's total
    $539,156

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
The board of directors policy allows for reasonable expenses as approved by the board of directors, while the employment contract for the President/CEO allow first class business purpose travel.
Schedule J, Part I, Line 1a Travel for companions
The board of directors policy along with the contract for the President/CEO allow spouses to travel on business trips. Any expense related to travel companions is treated as taxable income and included in reportable compensation in Part VII and Schedule J.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
In tax year 2024, GreenState Credit Union provided social club dues for the CEO. The amount is included in reportable compensation in Part VII and Schedule J.
Schedule J, Part I, Line 4a Severance or change-of-control payment
GreenState Credit Union made severance payment to Todd Fanning - $600,000.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2025
IRS schema version
2024v5.1
Source object
202511349349309216

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.