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Nonprofiteer
← GreenState Credit Union

Form 990 for tax year 2025

Filed by GreenState Credit Union.

Totals

Total revenue
$628,604,682
Total expenses
$636,489,367
Contributions and grants received
$0
Grants paid
$4,200,526
Program service revenue
$514,202,697
Investment income
$42,758,122
Other revenue
$71,643,863
Total assets, end of year
$11,160,440,113
Total liabilities, end of year
$10,356,773,016
Net assets or fund balances, end of year
$803,667,097
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
    $18,396
    From this org
    $18,396
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • Fred Mims

    BOD - Chairperson

    Total calculated
    $23,260
    From this org
    $23,260
    From related orgs
    $0
    Other
    $0
    Hours/week
    16

  • Laurel Day

    BOD - Secretary

    Total calculated
    $20,849
    From this org
    $20,849
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Lynsey Engels

    BOD - Vice Chariperson

    Total calculated
    $18,396
    From this org
    $18,396
    From related orgs
    $0
    Other
    $0
    Hours/week
    11

  • Mark Rolinger

    BOD - Credit Committee Chairperson

    Total calculated
    $24,507
    From this org
    $24,507
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • MJ Dolan

    BOD - Audit Risk Managment Committee Chairperson

    Total calculated
    $20,813
    From this org
    $20,813
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Kevin Kieth

    Board of Directors

    Total calculated
    $20,055
    From this org
    $20,055
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Richard Noble

    Board of Directors

    Total calculated
    $21,662
    From this org
    $21,662
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Tiffany O'Donnell

    BOD - Director

    Total calculated
    $18,396
    From this org
    $18,396
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Christopher Pech

    Chief Legal Officer

    Total calculated
    $429,390
    From this org
    $394,548
    From related orgs
    $0
    Other
    $34,842
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $365,102
    Bonus
    $22,862
    Other
    $6,584
    Deferred
    $34,842
    Nontaxable benefits
    $0
    Filer's total
    $429,390

  • Heather Stumpf

    Chief Financial Officer

    Total calculated
    $405,808
    From this org
    $391,417
    From related orgs
    $0
    Other
    $14,391
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $341,404
    Bonus
    $42,993
    Other
    $7,020
    Deferred
    $7,479
    Nontaxable benefits
    $6,912
    Filer's total
    $405,808

  • James Kelly

    Chief Marketing Officer

    Total calculated
    $506,418
    From this org
    $443,784
    From related orgs
    $0
    Other
    $62,634
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $366,860
    Bonus
    $70,804
    Other
    $6,120
    Deferred
    $38,122
    Nontaxable benefits
    $24,512
    Filer's total
    $506,418

  • Jennifer Bleil

    Chief Administrative Officer

    Total calculated
    $421,596
    From this org
    $395,724
    From related orgs
    $0
    Other
    $25,872
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $349,037
    Bonus
    $39,667
    Other
    $7,020
    Deferred
    $13,034
    Nontaxable benefits
    $12,838
    Filer's total
    $421,596

  • KATHERINE COURTNEY LEFT 112025

    CHIEF EXPERIENCE AND OPERATING OFFICER

    Total calculated
    $1,174,463
    From this org
    $1,135,963
    From related orgs
    $0
    Other
    $38,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $422,866
    Bonus
    $94,167
    Other
    $618,930
    Deferred
    $38,500
    Nontaxable benefits
    $0
    Filer's total
    $1,174,463

  • Ryan Doehrmann

    Chief Lending Officer

    Total calculated
    $474,691
    From this org
    $417,592
    From related orgs
    $0
    Other
    $57,099
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $342,839
    Bonus
    $64,733
    Other
    $10,020
    Deferred
    $37,337
    Nontaxable benefits
    $19,762
    Filer's total
    $474,691

  • Ryan Gage

    Chief Risk Officer

    Total calculated
    $430,220
    From this org
    $392,958
    From related orgs
    $0
    Other
    $37,262
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $379,270
    Bonus
    $0
    Other
    $13,688
    Deferred
    $17,500
    Nontaxable benefits
    $19,762
    Filer's total
    $430,220

  • Samantha McSorley

    Chief Operating Officer

    Total calculated
    $489,667
    From this org
    $451,167
    From related orgs
    $0
    Other
    $38,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $371,656
    Bonus
    $69,491
    Other
    $10,020
    Deferred
    $38,500
    Nontaxable benefits
    $0
    Filer's total
    $489,667

  • Scott Taylor

    Chief Information Officer

    Total calculated
    $484,779
    From this org
    $446,371
    From related orgs
    $0
    Other
    $38,408
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $372,808
    Bonus
    $67,443
    Other
    $6,120
    Deferred
    $38,408
    Nontaxable benefits
    $0
    Filer's total
    $484,779

  • Vikram Israni

    Chief Executive Officer

    Total calculated
    $1,582,161
    From this org
    $1,549,515
    From related orgs
    $0
    Other
    $32,646
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $783,343
    Bonus
    $750,000
    Other
    $16,172
    Deferred
    $17,500
    Nontaxable benefits
    $15,146
    Filer's total
    $1,582,161

  • Aaron Kowalski

    VP/Mortgage Loan Officer

    Total calculated
    $683,659
    From this org
    $651,003
    From related orgs
    $0
    Other
    $32,656
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $43,271
    Bonus
    $606,832
    Other
    $900
    Deferred
    $9,295
    Nontaxable benefits
    $23,361
    Filer's total
    $683,659

  • Daryn Peterson

    VP/Mortgage Lending

    Total calculated
    $976,872
    From this org
    $938,372
    From related orgs
    $0
    Other
    $38,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $55,192
    Bonus
    $882,280
    Other
    $900
    Deferred
    $38,500
    Nontaxable benefits
    $0
    Filer's total
    $976,872

  • Eric Norman

    SVP/Mortgage Lending

    Total calculated
    $868,565
    From this org
    $810,303
    From related orgs
    $0
    Other
    $58,262
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $87,415
    Bonus
    $721,988
    Other
    $900
    Deferred
    $38,500
    Nontaxable benefits
    $19,762
    Filer's total
    $868,565

  • Peter Johnson

    VP/Mortgage Loan Officer

    Total calculated
    $757,807
    From this org
    $699,545
    From related orgs
    $0
    Other
    $58,262
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $42,477
    Bonus
    $655,939
    Other
    $1,129
    Deferred
    $38,500
    Nontaxable benefits
    $19,762
    Filer's total
    $757,807

  • Scott Langenberg

    VP/Mortgage Loan Officer

    Total calculated
    $719,143
    From this org
    $660,881
    From related orgs
    $0
    Other
    $58,262
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $41,122
    Bonus
    $618,729
    Other
    $1,030
    Deferred
    $38,500
    Nontaxable benefits
    $19,762
    Filer's total
    $719,143

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, and on a Form 990-PF Part VIII's — 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 · Housing allowance or residence for personal use
  • 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 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.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 500-540 Lake Cook Road LLC

    Related · Credit Union Owned Real Estate · IA · share of income -$2,615,680 · share of assets $55,359,052 · general or managing partner

    Directly controlled by GreenState Credit Union

Provenance

Return type
form_990
Tax year
2025
Filed
7 May 2026
IRS schema version
2025v4.1
Source object
202611279349301111

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

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