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Greenstate Credit Union

  • North Liberty, IA
  • Tax-exempt since July 2019
  • EIN: 42-0804594

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Organization summary might be incomplete or out of date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 Corporations organized under acts of Congress, which includes federal credit unions, and serve as instrumentalities of the United States.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$578M (2023)

Expenses
$662M (2023)

Total Assets
$11.3B (2023)

Total Liabilities
$10.5B (2023)

Years with missing data
Source: Form 990 tax filings from 2013 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$577,564,645
Expenses
$662,235,089
Net Income
-$84,670,444
Net Assets
$785,621,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $486,320,278
84.2%
Investment Income $40,433,522
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $363,501
0.1%
Net Fundraising $0
Sales of Assets -$411,367
Net Inventory Sales $0
Other Revenue $50,858,711
8.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,396,165
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $65,275,270
9.9%
Assets/Debt
Total Assets $11,331,220,069
Total Liabilities $10,545,598,697
Net Assets $785,621,372
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Daryn Peterson (Vp/Mortgage Lending) $1,007,035 $0 $22,500
Marsha Wolff (Chief Hr & Information Officer (Left 09/2023)) $982,395 $0 $41,367
Amy Henderson (Chief Consumer Service Officer (Left 09/2023)) $869,028 $0 $86,618
Katherine Courtney (Chief Operating Officer) $769,258 $0 $44,235
Todd Fanning (Interim Ceo/Cfo) $752,862 $0 $36,105
Eric Norman (Vp/Mortgage Lending) $671,448 $0 $30,000
Jeffrey Disterhoft (President & Ceo (Left 09/2023)) $610,408 $0 $60,354
Felisha Junge (Vp/Mortgage Loan Officer) $547,465 $0 $8,705
James Kelly (Chief Marketing Officer) $523,753 $0 $32,285
Samantha Mc Sorley (Chief Commerical Officer) $512,603 $0 $6,231
Ryan Doehrmann (Chief Mortgage Officer) $459,362 $0 $10,463
Peter Johnson (Vp/Mortgage Loan Officer) $444,085 $0 $32,963
Tyler Knudsvig (Commercial Services Loan Officer Vp) $436,588 $0 $26,419
Scott Taylor (Interim Chief Information Technology) $279,262 $0 $30,000
Heather Stumpf (Interim Cfo) $274,681 $0 $4,429
Fred Mims (Bod Chairperson) $9,828 $0 $0
Mark Rolinger (Bod Credit Committee Chairperson) $7,508 $0 $0
Mj Dolan (Bod Governance Committee Chiarperson) $4,262 $0 $0
Laurel Day (Bod Secretary) $3,864 $0 $0
Dave Wright (Bod Director) $2,400 $0 $0
Drew Denning (Bod Cfo) $2,400 $0 $0
Loras Neuroth (Committee Chairperson (Resigned 04.18.2023)) $1,110 $0 $0
Andre Perry (Director (Resigned 04.21.2023)) $0 $0 $0
Lynsey Engels (Bod Vice Chariperson) $0 $0 $0
Marc Moen (Bod Director) $0 $0 $0
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990
Filed on May 14, 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
$499,617,400
Expenses
$457,912,805
Net Income
$41,704,595
Net Assets
$909,475,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $423,087,687
84.7%
Investment Income $14,682,104
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $280,250
0.1%
Net Fundraising $0
Sales of Assets -$946,396
Net Inventory Sales $0
Other Revenue $62,513,755
12.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,993,555
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $62,266,153
13.6%
Assets/Debt
Total Assets $11,278,583,077
Total Liabilities $10,369,107,740
Net Assets $909,475,337
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Disterhoft (President & Ceo) $2,038,821 $0 $57,917
Marsha L Wolff (Chief Hr & Information Officer) $1,103,155 $0 $50,298
Katherine B Courtney (Chief Operating Officer) $791,952 $0 $41,745
Todd D Fanning (Evp & Chief Financial Officer) $733,463 $0 $35,862
Amy K Henderson (Chief Consumer Service Officer) $699,930 $0 $57,917
Felisha A Junge (Mortgage Loan Officer) $653,430 $0 $8,043
Peter D Johnson (Mortgage Loan Officer) $545,232 $0 $30,528
James F Kelly (Chief Marketing Officer) $538,718 $0 $33,310
Scott R Langenberg (Mortgage Loan Officer) $515,149 $0 $11,368
Michael R Ward (Mortgage Loan Officer) $466,872 $0 $28,187
Laura R Meeker (Svp/Regional Retail Manager) $460,503 $0 $28,213
Samantha R Mcsorley (Chief Commercial Officer) $392,951 $0 $6,485
Ryan M Doehrmann (Chief Mortgage Officer) $385,481 $0 $25,550
Laurel Day (Secretary) $0 $0 $0
Drew Denning (Bod Cfo) $0 $0 $0
Mj Dolan (Governance Committee Chair) $0 $0 $0
Lynsey Engels (Director) $0 $0 $0
Fred Mims (Chairperson) $0 $0 $0
Marc Moen (Director) $0 $0 $0
Loras Neuroth (Audit/Risk Committee Chair) $0 $0 $0
Tiffany O'donnell (Director) $0 $0 $0
Andre Perry (Director) $0 $0 $0
Mark Rolinger (Credit Committee Chair) $0 $0 $0
Dave Wright (Vice Chair) $0 $0 $0
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990
Filed on Nov. 15, 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
$418,753,010
Expenses
$219,645,803
Net Income
$199,107,207
Net Assets
$869,195,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $336,910,307
80.5%
Investment Income $5,126,891
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $267,075
0.1%
Net Fundraising $0
Sales of Assets -$984,599
Net Inventory Sales $0
Other Revenue $77,433,336
18.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,829,007
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $36,837,361
16.8%
Assets/Debt
Total Assets $9,006,590,517
Total Liabilities $8,137,394,896
Net Assets $869,195,621
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Disterhoft (President & Ceo) $1,310,141 $0 $54,670
Felisha A Junge (Mortgage Loan Officer) $1,042,551 $0 $6,841
Peter D Johnson (Mortgage Loan Officer) $833,256 $0 $28,921
Michael R Ward (Mortgage Loan Officer) $746,121 $0 $26,043
Scott R Langenberg (Mortgage Loan Officer) $700,845 $0 $8,283
Matthew E Frascht (Mortgage Loan Officer) $619,757 $0 $19,903
Marsha L Wolff (Chief Hr & Information Officer) $609,289 $0 $34,193
Todd D Fanning (Evp & Chief Financial Officer) $533,966 $0 $31,014
Amy K Henderson (Chief Consumer Service Officer) $498,196 $0 $36,120
Katherine B Courtney (Chief Operating Officer) $467,255 $0 $39,068
Samantha R Mcsorley (Chief Commercial Officer) $439,859 $0 $41
James F Kelly (Chief Marketing Officer) $411,702 $0 $33,209
Ryan M Doehrmann (Chief Mortgage Officer) $301,116 $0 $29,170
Laurel Day (Secretary) $0 $0 $0
Drew Denning (Director) $0 $0 $0
Mj Dolan (Governance Committee Chair) $0 $0 $0
Lynsey Engels (Nominating Subcommittee Chair) $0 $0 $0
Fred Mims (Chairperson) $0 $0 $0
Marc Moen (Director) $0 $0 $0
Loras Neuroth (Audit/Risk Committee Chair) $0 $0 $0
Tiffany O'donnell (Director) $0 $0 $0
Andre Perry (Chief Financial Officer) $0 $0 $0
Mark Rolinger (Credit Committee Chair) $0 $0 $0
Dave Wright (Vice Chair) $0 $0 $0
Barry Boyer (Director) $0 $0 $0
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990
Filed on Nov. 11, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$362,484,710
Expenses
$251,717,775
Net Income
$110,766,935
Net Assets
$669,912,363
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $288,886,579
79.7%
Investment Income $9,273,103
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $220,075
0.1%
Net Fundraising $0
Sales of Assets -$15,229,470
Net Inventory Sales $0
Other Revenue $79,334,423
21.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,818,084
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $32,531,357
12.9%
Assets/Debt
Total Assets $7,112,600,980
Total Liabilities $6,442,688,617
Net Assets $669,912,363
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Disterhoft (President & Chief Executive Officer) $1,104,337 $0 $39,147
Felisha A Junge (Mortgage Loan Officer) $981,892 $0 $36,091
Peter D Johnson (Mortgage Loan Officer) $911,673 $0 $36,091
Michael R Ward (Mortgage Loan Officer) $815,529 $0 $35,022
Scott R Langenberg (Mortgage Loan Officer) $646,443 $0 $29,426
Matthew E Frascht (Mortgage Loan Officer) $616,921 $0 $42,591
Marsha L Wolff (Executive Vp Hr & Information Technology) $487,841 $0 $32,647
Todd D Fanning (Executive Vp & Chief Financial Officer) $452,920 $0 $37,427
Amy K Henderson (Executive Vp Consumer Services) $400,985 $0 $40,999
Katherine B Courtney (Executive Vp Operations) $373,362 $0 $18,650
Scott A Wilson (Executive Vp Commercial) $355,722 $0 $36,091
James F Kelly (Executive Vp Marketing) $353,572 $0 $41,769
Eldean Borg (Former Vice Chairperson) $0 $0 $0
Barry Boyer (Board Member) $0 $0 $0
Laurel Day (Secretary) $0 $0 $0
Drew Denning (Board Member) $0 $0 $0
Mj Dolan (Governance Committee Chair) $0 $0 $0
Lynsey Engels (Credit Committee & Nominating Committee Chair) $0 $0 $0
Sarah Fisher Gardial (Former Chairperson) $0 $0 $0
Fred Mims (Chairperson) $0 $0 $0
Marc Moen (Board Member) $0 $0 $0
Loras Neuroth (Audit Committee Chair) $0 $0 $0
Andre Perry (Chief Financial Officer) $0 $0 $0
Mark Rolinger (Board Member) $0 $0 $0
Dave Wright (Vice Chair) $0 $0 $0
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990
Filed on June 30, 2021

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

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XML

Fiscal Year Ending Dec.
2019

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.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$263,650,226
Expenses
$187,859,035
Net Income
$75,791,191
Net Assets
$468,002,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $219,547,772
83.3%
Investment Income $6,431,030
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $102,600
0.0%
Net Fundraising $0
Sales of Assets $1,479,482
0.6%
Net Inventory Sales $0
Other Revenue $36,089,342
13.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,020,136
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $20,141,938
10.7%
Assets/Debt
Total Assets $5,377,351,129
Total Liabilities $4,909,348,272
Net Assets $468,002,857
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Disterhoft (President & Chief Executive Officer) $1,211,188 $0 $36,892
Michael E Lehman (Wealth Advisor) $623,050 $0 $18,500
Mark A Law (Managing Director Wealth Management) $611,673 $0 $26,333
Eli M Wynes (Wealth Advisor) $589,375 $0 $23,181
Felisha A Junge (Mortgage Loan Officer) $482,583 $0 $33,857
Michael R Ward (Mortgage Loan Officer) $466,166 $0 $32,865
Richard J Noble (Executive Vp Operations) $463,395 $0 $33,781
Todd D Fanning (Executive Vp & Chief Financial Officer) $441,248 $0 $39,857
James F Kelly (Executive Vp Marketing) $362,214 $0 $33,857
Susan K Freeman (Executive Vp Human Resources) $348,831 $0 $35,305
Scott A Wilson (Executive Vp Commercial) $345,050 $0 $33,857
Amy K Henderson (Executive Vp Mortgage) $337,956 $0 $33,857
Eldean Borg (Vice Chairperson) $0 $0 $0
Laurel Day (Secretary) $0 $0 $0
Mj Dolan (Board Member) $0 $0 $0
Lynsey Engels (Board Member) $0 $0 $0
Sarah Fisher Gardial (Chairperson) $0 $0 $0
Karin Franklin (Former Chairperson) $0 $0 $0
Tom Lepic (Former Board Member) $0 $0 $0
Fred Mims (Audit Committee Chair) $0 $0 $0
Marc Moen (Board Member) $0 $0 $0
Loras Neuroth (Credit Committee Chair) $0 $0 $0
Andre Perry (Chief Financial Officer) $0 $0 $0
Mark Rolinger (Board Member) $0 $0 $0
Dave Wright (Board Member) $0 $0 $0
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990
Filed on May 15, 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
$217,229,646
Expenses
$148,253,395
Net Income
$68,976,251
Net Assets
$393,756,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $180,443,947
83.1%
Investment Income $4,064,424
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $102,600
0.0%
Net Fundraising $0
Sales of Assets -$1,590,653
Net Inventory Sales $0
Other Revenue $34,209,328
15.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,673,144
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $17,682,539
11.9%
Assets/Debt
Total Assets $4,672,408,712
Total Liabilities $4,278,651,983
Net Assets $393,756,729
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Disterhoft (President & Chief Executive Officer) $1,025,588 $0 $30,428
Michael E Lehman (Wealth Advisor) $529,505 $0 $18,000
Mark A Law (Managing Director Wealth Management) $516,931 $0 $29,432
Peter D Johnson (Mortgage Loan Officer) $496,839 $0 $32,741
Felisha A Junge (Mortgage Loan Officer) $460,371 $0 $32,741
Eli M Wynes (Wealth Advisor) $454,034 $0 $22,478
Todd D Fanning (Senior Vp & Chief Financial Officer) $407,689 $0 $38,742
Richard J Noble (Senior Vp Operations) $380,586 $0 $32,903
Amy K Henderson (Senior Vp Mortgage) $341,762 $0 $32,742
James F Kelly (Senior Vp Marketing) $313,234 $0 $32,742
Scott A Wilson (Senior Vp Commercial) $313,123 $0 $32,742
Susan K Freeman (Senior Vp Human Resources) $309,222 $0 $38,169
Steven L Quigley (Senior Vp Retail) $308,534 $0 $34,940
Eldean Borg (Chief Financial Officer) $0 $0 $0
Laurel Day (Secretary) $0 $0 $0
Lynsey Engels (Board Member) $0 $0 $0
Sarah Fisher Gardial (Vice Chairperson) $0 $0 $0
Karin Franklin (Chairperson) $0 $0 $0
Tom Lepic (Board Member) $0 $0 $0
Fred Mims (Audit Committee Chair) $0 $0 $0
Marc Moen (Board Member) $0 $0 $0
Mark Moser (Former Vice Chairperson) $0 $0 $0
Andre Perry (Board Member) $0 $0 $0
Mark Rolinger (Credit Committee Chair) $0 $0 $0
Dave Wright (Board Member) $0 $0 $0
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990
Filed on May 15, 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
$180,535,347
Expenses
$123,957,640
Net Income
$56,577,707
Net Assets
$323,869,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $148,023,395
82.0%
Investment Income $3,237,089
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $102,600
0.1%
Net Fundraising $0
Sales of Assets $584,059
0.3%
Net Inventory Sales $0
Other Revenue $28,588,204
15.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,321,053
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $15,810,431
12.8%
Assets/Debt
Total Assets $3,902,291,719
Total Liabilities $3,578,422,554
Net Assets $323,869,165
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Disterhoft (President & Chief Executiv) $926,185 $0 $32,784
Peter D Johnson (Mortgage Loan Officer) $549,978 $0 $32,785
Felisha A Junge (Mortgage Loan Officer) $518,391 $0 $32,785
Michael E Lehman (Wealth Advisor) $470,042 $0 $18,000
Mark A Law (Managing Director Wealth M) $460,746 $0 $32,785
Michael R Ward (Mortgage Loan Officer) $458,756 $0 $30,659
Todd D Fanning (Senior Vp & Chief Financia) $400,064 $0 $38,655
Richard J Noble (Senior Vp Operations) $349,467 $0 $32,929
Susan K Freeman (Senior Vp Human Resources) $281,099 $0 $38,212
Scott A Wilson (Senior Vp Commercial) $277,433 $0 $31,720
Steven L Quigley (Senior Vp Retail) $275,214 $0 $38,784
James F Kelly (Senior Vp Marketing) $272,263 $0 $29,816
Amy K Henderson (Senior Vp Mortgage) $263,642 $0 $32,784
Eldean Borg (Chief Financial Officer) $0 $0 $0
Laurel Day (Secretary) $0 $0 $0
Sarah Fisher Gardial (Board Member) $0 $0 $0
Karin Franklin (Chairperson) $0 $0 $0
Tom Lepic (Board Member) $0 $0 $0
Patrick Mcgrath (Board Member) $0 $0 $0
Fred Mims (Audit Committee Chair) $0 $0 $0
Marc Moen (Board Member) $0 $0 $0
Mark Moser (Vice Chairperson) $0 $0 $0
Andre Perry (Board Member) $0 $0 $0
Mark Rolinger (Credit Committee Chair) $0 $0 $0
Dave Wright (Board Member) $0 $0 $0
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990
Filed on May 3, 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
$149,589,125
Expenses
$102,351,974
Net Income
$47,237,151
Net Assets
$266,787,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $123,393,743
82.5%
Investment Income $2,270,617
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $107,389
0.1%
Net Fundraising $0
Sales of Assets -$601,004
Net Inventory Sales $0
Other Revenue $24,418,380
16.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,294,260
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $12,978,112
12.7%
Assets/Debt
Total Assets $3,196,169,498
Total Liabilities $2,929,382,397
Net Assets $266,787,101
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Disterhoft (President & Chief Executive) $820,595 $0 $32,597
Michael E Lehman (Wealth Advisor) $443,099 $0 $18,000
Mark A Law (Managing Director Wealth M) $434,376 $0 $32,597
Felisha A Junge (Mortgage Loan Officer) $419,244 $0 $32,597
Peter D Johnson (Mortgage Loan Officer) $412,095 $0 $32,597
Michael L Young (Wealth Advisor) $401,784 $0 $32,597
Todd D Fanning (Senior Vp & Chief Financial) $356,155 $0 $36,231
Richard J Noble (Senior Vp Operations) $333,040 $0 $32,811
Susan K Freeman (Senior Vp Human Resources) $277,524 $0 $38,020
Christopher J Marshall (Senior Vp Information Tech) $245,845 $0 $32,119
Scott A Wilson (Senior Vp Commercial) $243,429 $0 $29,472
James F Kelly (Senior Vp Marketing) $242,426 $0 $26,850
Amy K Henderson (Senior Vp Mortgage) $238,668 $0 $32,597
Steven L Quigley (Senior Vp Retail) $237,291 $0 $38,597
Eldean Borg (Chief Financial Officer) $0 $0 $0
Laurel Day (Secretary) $0 $0 $0
Ann Feldmann (Credit Committee Chair) $0 $0 $0
Sarah Fisher Gardial (Board Member) $0 $0 $0
Karin Franklin (Chairperson) $0 $0 $0
Tom Lepic (Board Member) $0 $0 $0
Charles Mccomas (Board Member) $0 $0 $0
Patrick Mcgrath (Board Member) $0 $0 $0
Fred Mims (Audit Committee Chair) $0 $0 $0
Marc Moen (Board Member) $0 $0 $0
Mark Moser (Vice Chairperson) $0 $0 $0
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990
Filed on May 16, 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
$127,472,929
Expenses
$88,724,075
Net Income
$38,748,854
Net Assets
$219,549,950
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $105,185,485
82.5%
Investment Income $1,472,554
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $114,760
0.1%
Net Fundraising $0
Sales of Assets $485,160
0.4%
Net Inventory Sales $0
Other Revenue $20,214,970
15.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,038,131
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $11,258,505
12.7%
Assets/Debt
Total Assets $2,594,190,033
Total Liabilities $2,374,640,083
Net Assets $219,549,950
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Disterhoft (President & Chief Executive Officer) $774,110 $0 $31,842
Michael E Lehman (Wealth Advisor) $345,822 $0 $18,104
Mark A Law (Managing Director Wealth Management) $343,373 $0 $31,842
Todd D Fanning (Senior Vp & Chief Financial Officer) $329,897 $0 $34,393
Richard J Noble (Senior Vp Operations) $303,186 $0 $32,231
Eli M Wynes (Wealth Advisor) $282,113 $0 $21,845
Michael L Young (Wealth Advisor) $275,499 $0 $31,349
Susan K Freeman (Senior Vp Human Resources) $237,347 $0 $37,342
Christopher J Marshall (Senior Vp Information Technology) $231,210 $0 $30,978
Felisha A Junge (Mortgage Loan Officer) $229,872 $0 $31,842
Amy K Henderson (Senior Vp Mortgage) $227,595 $0 $31,842
James F Kelly (Senior Vp Marketing) $224,466 $0 $25,783
Scott A Wilson (Senior Vp Commercial) $214,665 $0 $27,514
Steven L Quigley (Senior Vp Retail) $206,388 $0 $37,342
Eldean Borg (Chief Financial Officer) $0 $0 $0
Laurel Day (Secretary) $0 $0 $0
Ann Feldmann (Credit Committee Chair) $0 $0 $0
Karin Franklin (Chairperson) $0 $0 $0
Jean Harney (Board Member) $0 $0 $0
Tom Lepic (Board Member) $0 $0 $0
Charles Mccomas (Board Member) $0 $0 $0
Patrick Mcgrath (Board Member) $0 $0 $0
Fred Mims (Audit Committee Chair) $0 $0 $0
Marc Moen (Board Member) $0 $0 $0
Mark Moser (Vice Chairperson) $0 $0 $0
See filing for compensation of 1 other people →
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Document Links

990
Filed on Aug. 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$110,599,617
Expenses
$79,830,979
Net Income
$30,768,638
Net Assets
$180,801,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $91,058,153
82.3%
Investment Income $2,104,462
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,375
0.0%
Net Fundraising $0
Sales of Assets $611,679
0.6%
Net Inventory Sales $0
Other Revenue $16,818,948
15.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,294,964
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $10,848,859
13.6%
Assets/Debt
Total Assets $2,160,266,643
Total Liabilities $1,979,465,547
Net Assets $180,801,096
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Disterhoft (Chief Executive Officer) $681,905 $0 $60,891
Michael Lehman (Wealth Advisor) $334,720 $0 $21,679
Mark Law (Managing Director Wealth Management) $332,536 $0 $41,026
Michael Young (Wealth Advisor) $314,587 $0 $26,501
Tami Mcgary (Mortgage Loan Officer) $284,291 $0 $40,793
Richard Noble (Senior Vice President Operations) $276,942 $0 $57,927
Matthew Frascht (Mortgage Loan Officer) $264,632 $0 $43,391
Todd Fanning (Chief Financial Officer) $242,885 $0 $27,692
Steven Quigley (Senior Vice President Retail) $208,060 $0 $40,539
Susan Freeman (Senior Vice President Hr) $205,060 $0 $39,688
Amy Henderson (Senior Vice President Mortgage) $191,662 $0 $34,426
Scott Wilson (Senior Vice President Commercial) $189,663 $0 $37,624
Eldean Borg (Chief Financial Officer) $0 $0 $0
Laurel Day (Board Member) $0 $0 $0
Ann Feldmann (Board Member) $0 $0 $0
Karin Franklin (Chairperson) $0 $0 $0
Jean Harney (Secretary) $0 $0 $0
Tom Lepic (Board Member) $0 $0 $0
Charles Mccomas (Board Member) $0 $0 $0
Patrick Mcgrath (Board Member) $0 $0 $0
Fred Mims (Board Member) $0 $0 $0
Marc Moen (Board Member) $0 $0 $0
Mark Moser (Vice Chairperson) $0 $0 $0
Laura Reed (Former Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 9, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

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
PDF (2 of 2)

Fiscal Year Ending Dec.
2011

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.
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
PDF (2 of 2)

About 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

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

Updated