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Appletree Credit Union

  • West Allis, WI
  • EIN: 39-0388215

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Summary charts: organization finances over time

Revenue
$5.25M (2024)

Expenses
$4.16M (2024)

Total Assets
$127M (2024)

Total Liabilities
$91.7M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,246,713
Expenses
$4,155,147
Net Income
$1,091,566
Net Assets
$35,243,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,010,941
57.4%
Investment Income $2,235,772
42.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $402,999
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $658,608
15.9%
Assets/Debt
Total Assets $126,965,590
Total Liabilities $91,722,408
Net Assets $35,243,182
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo/President & Secretary) $171,757 $0 $42,481
Linda Luedtke (Controller) $116,904 $0 $19,987
Alison Watson (Executive Vice President) $114,338 $0 $37,911
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
Kristi Heather (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 3, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,215,190
Expenses
$3,444,618
Net Income
$770,572
Net Assets
$34,151,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,122,876
74.1%
Investment Income $1,092,314
25.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $400,763
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $653,345
19.0%
Assets/Debt
Total Assets $125,297,203
Total Liabilities $91,145,587
Net Assets $34,151,616
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo/President & Secretary) $181,227 $0 $44,570
Linda Luedtke (Controller) $111,339 $0 $19,773
Alison Watson (Executive Vice President) $108,197 $0 $40,584
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
Kristi Heather (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 5, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,294,411
Expenses
$2,497,460
Net Income
$796,951
Net Assets
$33,773,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,165
0.0%
Program Services $3,022,056
91.7%
Investment Income $271,190
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $260,701
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $788,173
31.6%
Assets/Debt
Total Assets $130,204,657
Total Liabilities $96,430,755
Net Assets $33,773,902
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo/President & Secretary) $156,666 $0 $40,617
Linda Luedtke (Controller) $104,035 $0 $18,058
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
Kristi Heather (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,478,509
Expenses
$2,483,367
Net Income
$995,142
Net Assets
$32,976,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,571
5.6%
Program Services $3,085,752
88.7%
Investment Income $199,186
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $283,450
11.4%
Professional Fundraising Fees $0
Other Salaries and Wages $699,698
28.2%
Assets/Debt
Total Assets $139,938,964
Total Liabilities $106,962,013
Net Assets $32,976,951
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo/President & Secretary) $181,828 $0 $39,647
Linda Luedtke (Controller) $101,622 $0 $16,987
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
Kristi Heather (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 3, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,837,874
Expenses
$2,954,598
Net Income
$883,276
Net Assets
$31,981,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,369,346
87.8%
Investment Income $468,528
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $404,284
13.7%
Professional Fundraising Fees $0
Other Salaries and Wages $535,676
18.1%
Assets/Debt
Total Assets $139,273,187
Total Liabilities $107,291,378
Net Assets $31,981,809
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo/President & Secretary) $186,595 $0 $40,695
Linda Luedtke (Controller) $112,515 $0 $15,724
Alison Watson (Vice President) $105,174 $0 $38,790
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
Kristi Heather (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,199,363
Expenses
$3,224,046
Net Income
$975,317
Net Assets
$31,098,533
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,472,554
82.7%
Investment Income $726,809
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $278,063
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $663,644
20.6%
Assets/Debt
Total Assets $130,511,199
Total Liabilities $99,412,666
Net Assets $31,098,533
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo/President & Secretary) $176,408 $0 $40,566
Linda Luedtke (Controller) $101,655 $0 $14,843
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
Kristi Heather (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 9, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,829,420
Expenses
$2,669,341
Net Income
$1,160,079
Net Assets
$30,123,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,405,285
88.9%
Investment Income $424,135
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $261,610
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $717,391
26.9%
Assets/Debt
Total Assets $127,157,170
Total Liabilities $97,033,954
Net Assets $30,123,216
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo President & Secretary) $163,911 $0 $39,078
Linda Luedtke (Controller) $97,699 $0 $14,087
Kristi Heather (Director) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,480,004
Expenses
$2,408,741
Net Income
$1,071,263
Net Assets
$28,963,137
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,216,362
92.4%
Investment Income $263,642
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $240,262
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $662,990
27.5%
Assets/Debt
Total Assets $121,631,460
Total Liabilities $92,668,323
Net Assets $28,963,137
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo President & Secretary) $149,958 $0 $34,173
Linda Luedtke (Controller) $90,304 $0 $12,545
Kristi Heather (Director) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 26, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,390,889
Expenses
$2,390,738
Net Income
$1,000,151
Net Assets
$27,891,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,204,365
94.5%
Investment Income $186,524
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $235,109
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $624,245
26.1%
Assets/Debt
Total Assets $121,616,492
Total Liabilities $93,724,618
Net Assets $27,891,874
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo President & Secretary) $148,499 $0 $31,325
Linda Luedtke (Controller) $86,610 $0 $11,825
Fred Cashmore (Director) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on April 17, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,349,744
Expenses
$2,272,114
Net Income
$1,077,630
Net Assets
$26,891,723
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,163,659
94.4%
Investment Income $186,085
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $220,924
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $592,051
26.1%
Assets/Debt
Total Assets $113,811,080
Total Liabilities $86,919,357
Net Assets $26,891,723
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo President & Secretary) $139,393 $0 $31,186
Linda Luedtke (Controller) $81,531 $0 $11,571
Fred Cashmore (Director) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
Michael Psuik (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on April 25, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,543,500
Expenses
$2,326,671
Net Income
$1,216,829
Net Assets
$25,814,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,350,188
94.5%
Investment Income $193,312
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $222,907
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $561,025
24.1%
Assets/Debt
Total Assets $117,361,334
Total Liabilities $91,547,241
Net Assets $25,814,093
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (Ceo President & Secretary) $141,363 $0 $29,621
Linda Luedtke (Controller) $81,544 $0 $11,073
Fred Cashmore (Director) $0 $0 $0
Stephen Greidanus (Treasurer) $0 $0 $0
Gary Weckwerth (Chair) $0 $0 $0
Laura Owens (Vice Chair) $0 $0 $0
Jeff Carrigan (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,924,911
Expenses
$2,528,324
Net Income
$1,396,587
Net Assets
$24,597,264
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,725,264
94.9%
Investment Income $199,647
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $221,594
8.8%
Professional Fundraising Fees $0
Other Salaries and Wages $560,922
22.2%
Assets/Debt
Total Assets $124,406,703
Total Liabilities $99,809,439
Net Assets $24,597,264
Compensation
Key Employees and Officers Compensation Related Other
Lisa M Greco (President) $135,377 $0 $25,345
Linda Luedtke (Controller) $86,217 $0 $12,307
Fred Cashmore (Director) $0 $0 $0
Stephen Greidanus (Director) $0 $0 $0
Tina Mc Auliffe (Chair) $0 $0 $0
Laura Owens (Treasurer) $0 $0 $0
Jerome Salentine (Vice Chair) $0 $0 $0
Gary Weckwerth (Secretary) $0 $0 $0
+ View more people

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990
Filed on March 30, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,622,931
Expenses
$2,837,298
Net Income
$1,785,633
Net Assets
$23,200,677
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,435,041
95.9%
Investment Income $187,890
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $225,980
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $559,795
19.7%
Assets/Debt
Total Assets $129,822,019
Total Liabilities $106,621,342
Net Assets $23,200,677

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,913,837
Expenses
$3,180,122
Net Income
$1,733,715
Net Assets
$21,187,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,740,916
96.5%
Investment Income $172,921
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $200,171
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $516,296
16.2%
Assets/Debt
Total Assets $134,328,647
Total Liabilities $113,141,604
Net Assets $21,187,043

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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