Civic Intelligence

Appletree Credit Union

990 • Fiscal year 2011 • EIN 39-0388215

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 20, 2012

Organization ProfileWWW.APPLETREE.ORG

View Organization Page

11333 W Greenfield Ave53214
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.84x

Higher debt load relative to assets than 10% of similar nonprofits.

2011 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

96th percentile

19%

Faster asset growth than 96% of similar nonprofits.

2011 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$134,328,647

Up $21,294,104 (+19%) from 2010

Net Assets

Up

$21,187,043

Up $1,733,715 (+8.9%) from 2010

Liabilities

Up

$113,141,604

Up $19,560,389 (+21%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,180,122

Down $148,672 (-4.5%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $113,034,543Liabilities 2010: $93,581,215Net Assets 2010: $19,453,3282010Assets 2011: $134,328,647Liabilities 2011: $113,141,604Net Assets 2011: $21,187,0432011Assets 2012: $129,822,019Liabilities 2012: $106,621,342Net Assets 2012: $23,200,6772012Assets 2013: $124,406,703Liabilities 2013: $99,809,439Net Assets 2013: $24,597,2642013Assets 2014: $117,361,334Liabilities 2014: $91,547,241Net Assets 2014: $25,814,0932014Assets 2015: $113,811,080Liabilities 2015: $86,919,357Net Assets 2015: $26,891,7232015Assets 2016: $121,616,492Liabilities 2016: $93,724,618Net Assets 2016: $27,891,8742016Assets 2017: $121,631,460Liabilities 2017: $92,668,323Net Assets 2017: $28,963,1372017Assets 2018: $127,157,170Liabilities 2018: $97,033,954Net Assets 2018: $30,123,2162018Assets 2019: $130,511,199Liabilities 2019: $99,412,666Net Assets 2019: $31,098,5332019Assets 2020: $139,273,187Liabilities 2020: $107,291,378Net Assets 2020: $31,981,8092020Assets 2021: $139,938,964Liabilities 2021: $106,962,013Net Assets 2021: $32,976,9512021Assets 2022: $130,204,657Liabilities 2022: $96,430,755Net Assets 2022: $33,773,9022022

Highlighted filing

2011

Assets$134,328,647
Liabilities$113,141,604
Net Assets$21,187,043
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $3,328,7942010Expenses 2011: $3,180,1222011Expenses 2012: $2,837,2982012Revenue 2013: $3,924,911Expenses 2013: $2,528,324Net Income 2013: $1,396,5872013Revenue 2014: $3,543,500Expenses 2014: $2,326,671Net Income 2014: $1,216,8292014Revenue 2015: $3,349,744Expenses 2015: $2,272,114Net Income 2015: $1,077,6302015Revenue 2016: $3,390,889Expenses 2016: $2,390,738Net Income 2016: $1,000,1512016Revenue 2017: $3,480,004Expenses 2017: $2,408,741Net Income 2017: $1,071,2632017Revenue 2018: $3,829,420Expenses 2018: $2,669,341Net Income 2018: $1,160,0792018Revenue 2019: $4,199,363Expenses 2019: $3,224,046Net Income 2019: $975,3172019Revenue 2020: $3,837,874Expenses 2020: $2,954,598Net Income 2020: $883,2762020Revenue 2021: $3,478,509Expenses 2021: $2,483,367Net Income 2021: $995,1422021Revenue 2022: $3,294,411Expenses 2022: $2,497,460Net Income 2022: $796,9512022

Highlighted filing

2011

Revenue-
Expenses$3,180,122
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 20, 2012
Return Version
2011v1.2
Gross Receipts
$4,913,837
Mission and Program Overview

Mission

A cooperative, nonprofit corporation, incorporated to encourage thrift among its members, create a source of credit at a fair and reasonable cost, and provide an opportunity for its members to improve their economic and social conditions.

Filing and Contact Details

Filer

EIN
39-0388215
Raw XML Appendix351 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionA/Title0Director
IRS990/Form990PartVIISectionA/Title1Secretary
IRS990/Form990PartVIISectionA/Title2Vice-Chair
IRS990/Form990PartVIISectionA/Title3Treasurer
IRS990/Form990PartVIISectionA/Title4Director
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990PartVIISectionA/Title6Chair
IRS990/Form990PartVIISectionA/Title7Controller
IRS990/Form990PartVIISectionA/Title8President
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IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrantsToOrganizations0false
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IRS990/MoreThan5000KToIndividuals0false
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IRS990/NameOfPrincipalOfficerPerson0Lisa M Greco
IRS990/NbrIndependentVotingMembers07
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IRS990/OtherExpenses/Description0Dividends on Shares
IRS990/OtherExpenses/Description1Provision for Loan Loss
IRS990/OtherExpenses/Description2Other professional services
IRS990/OtherExpenses/Description3Loan Servicing
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IRS990/ProgramServiceRevenue/Description0Interest on Loans
IRS990/ProgramServiceRevenue/Description1AccountCard Svc Fees
IRS990/ProgramServiceRevenue/Description2Non-Member ATM
IRS990/ProgramServiceRevenue/Description3Insurance Sales
IRS990/ProgramServiceRevenue/Description4Other Income
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IRS990ScheduleD/Buildings/Depreciation0143516
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis0767558
IRS990ScheduleD/Equipment/BookValue047450
IRS990ScheduleD/Equipment/Depreciation0246886
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IRS990ScheduleD/LeaseholdImprovements/Depreciation03116
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IRS990ScheduleD/OtherLiabilities/Amount0112757418
IRS990ScheduleD/OtherLiabilities/Description0Shares & Deposits
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IRS990ScheduleD/TotalOfAmounts0112757418
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IRS990ScheduleO/GeneralExplanation/Explanation0The credit union is a membership organization
IRS990ScheduleO/GeneralExplanation/Explanation1The Form 990 for 2011 was copied and submitted to all credit union directors for review Directors were encouraged to comment andor ask for additional information The Board minutes will be documented with the distribution of the report and approval by the directors
IRS990ScheduleO/GeneralExplanation/Explanation2Internal audits external CPA audit regulatory exam and boardmanagement oversight regularly and consistently monitor and enforce policy compliance
IRS990ScheduleO/GeneralExplanation/Explanation3The CEOs salary is reviewed and set by the board of directors A yearly performance review is conducted by the Budget Personnel Committee of the Board of Directors Salary surveys of comparable positions and goal accomplishments are used to discern performance of the CEO to set salary
IRS990ScheduleO/GeneralExplanation/Explanation4The CEO is responsible for setting and monitoring salaries of all other employees Budget guidelines are provided by the governing board yearly
IRS990ScheduleO/GeneralExplanation/Explanation5The forms are available for public inspection online via several not-for-profit watchdog group websites Additionally they are available upon request at the credit unions office Financial statements are available at wwwnucagov Governing documents Bylaws and policies including conflict of interest policies are available upon request at the credit unions office
IRS990ScheduleO/GeneralExplanation/Identifier001. Members or stockholder classes and rights (Part VI, line 6)
IRS990ScheduleO/GeneralExplanation/Identifier102. Form 990 governing body review (Part VI, line 11)
IRS990ScheduleO/GeneralExplanation/Identifier203. Conflict of interest policy compliance (Part VI, line 12c)
IRS990ScheduleO/GeneralExplanation/Identifier304. CEO, executive director, top management comp (Part VI, line 15a)
IRS990ScheduleO/GeneralExplanation/Identifier405. Other officer or key employee compensation (Part VI, line 15b
IRS990ScheduleO/GeneralExplanation/Identifier506. Governing documents, etc, available to public (Part VI, line 19)
IRS990/ScheduleORequired0true
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IRS990/Terminated0false
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1011333 W Greenfield Ave
IRS990/TheBooksAreInCareOf/AddressUS/City0West Allis
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode053214
IRS990/TheBooksAreInCareOf/NamePerson0Linda Luedtke
IRS990/TheBooksAreInCareOf/TelephoneNumber04145467800
IRS990/TotalAssets/BOY0113034543
IRS990/TotalAssetsBOY0113034543
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IRS990/TotalAssetsEOY0134328647
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IRS990/TotalLiabilities/BOY093581215
IRS990/TotalLiabilitiesBOY093581215
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IRS990/TotalLiabilitiesEOY0113141604
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IRS990/TotalLiabNetAssetsFundBalances/EOY0134328647
IRS990/TotalNbrEmployees021
IRS990/TotalNbrVolunteers07
IRS990/TotalNetAssetsFundBalances/BOY019453328
IRS990/TotalNetAssetsFundBalances/EOY021187043
IRS990/TotalOtherCompensation037587
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue04740916
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg0200171
IRS990/TotalRevenueCurrentYear04913837
IRS990/TotalRevenue/ExclusionAmount0172921
IRS990/TotalRevenuePriorYear05368272
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome04736773
IRS990/TotalRevenue/TotalRevenueColumn04913837
IRS990/TotalRevenue/UnrelatedBusinessRevenue04143
IRS990/TransactionRelatedEntity0false
IRS990/Travel/Total0240
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0true
IRS990/UponRequest0X
IRS990/WebSite0www.appletree.org
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01935
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0390388215
ReturnHeader/Filer/Name/BusinessNameLine10AppleTree Credit Union
ReturnHeader/Filer/NameControl0APPL
ReturnHeader/Filer/USAddress/AddressLine1011333 W Greenfield Ave
ReturnHeader/Filer/USAddress/City0West Allis
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053214
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-04-20
ReturnHeader/Officer/Name0Lisa M Greco
ReturnHeader/Officer/Phone04145467800
ReturnHeader/Officer/Title0President
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-24T09:09:01-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$134,328,647
Liabilities
$113,141,604
Net assets
$21,187,043
Revenue
-
Expenses
$3,180,122
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$96.4$33.8$3.29$2.50$0.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$107$33.0$3.48$2.48$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$107$32.0$3.84$2.95$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$131$99.4$31.1$4.20$3.22$0.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$97.0$30.1$3.83$2.67$1.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$122$92.7$29.0$3.48$2.41$1.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$122$93.7$27.9$3.39$2.39$1.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$86.9$26.9$3.35$2.27$1.08
2014Detailed filing. Detailed filing data is available for this year.$117$91.5$25.8$3.54$2.33$1.22
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$124$99.8$24.6$3.92$2.53$1.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$107$23.2$2.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$134$113$21.2$3.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$93.6$19.5$3.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)14 • $100M-$250M nonprofits