Civic Intelligence

Evergreen Credit Union

EIN 39-0957477 • 501(c)14 • Neenah, WI

Profile

Inspiring our members to achieve their dreams by delivering innovative and sustainable financial solutions with amazing service.

1500 W American DriveNeenah, WI 54956

www.evergreencu.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.86x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

15.06x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Net Margin

89th percentile

27%

Higher net margin than 89% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

1.4%

Faster asset growth than 59% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Revenue Growth

76th percentile

20%

Faster revenue growth than 76% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Assets

Down

$57,611,711

Down $300,754 (-0.5%) from 2023

Liabilities

Down

$49,505,780

Down $1,201,003 (-2.4%) from 2023

Net Assets

Up

$8,105,931

Up $900,249 (+12%) from 2023

Revenue

Up

$3,287,528

Up $450,428 (+16%) from 2023

Expenses

Down

$2,387,281

Down $8,023 (-0.3%) from 2023

Net Income

Up

$900,247

Up $458,451 (+104%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $24,542,334Liabilities 2010: $21,637,842Net Assets 2010: $2,904,4922010Assets 2011: $25,012,335Liabilities 2011: $22,007,752Net Assets 2011: $3,004,5832011Assets 2012: $28,501,656Liabilities 2012: $25,263,639Net Assets 2012: $3,238,0172012Assets 2013: $30,370,637Liabilities 2013: $26,946,815Net Assets 2013: $3,423,8222013Assets 2014: $30,470,099Liabilities 2014: $26,800,354Net Assets 2014: $3,669,7452014Assets 2015: $33,652,911Liabilities 2015: $29,652,392Net Assets 2015: $4,000,5192015Assets 2016: $34,401,289Liabilities 2016: $30,089,392Net Assets 2016: $4,311,8972016Assets 2017: $37,133,172Liabilities 2017: $32,416,530Net Assets 2017: $4,716,6422017Assets 2018: $37,779,430Liabilities 2018: $32,667,256Net Assets 2018: $5,112,1742018Assets 2019: $40,545,071Liabilities 2019: $34,862,067Net Assets 2019: $5,683,0042019Assets 2020: $49,192,815Liabilities 2020: $43,002,005Net Assets 2020: $6,190,8102020Assets 2021: $54,664,886Liabilities 2021: $48,287,449Net Assets 2021: $6,377,4372021Assets 2022: $55,985,176Liabilities 2022: $49,221,290Net Assets 2022: $6,763,8862022Assets 2023: $57,912,465Liabilities 2023: $50,706,783Net Assets 2023: $7,205,6822023Assets 2024: $57,611,711Liabilities 2024: $49,505,780Net Assets 2024: $8,105,9312024

Highlighted filing

2024

Assets$57,611,711
Liabilities$49,505,780
Net Assets$8,105,931

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $1,436,4182010Expenses 2011: $1,294,9942011Expenses 2012: $1,195,5832012Revenue 2013: $1,444,216Expenses 2013: $1,258,411Net Income 2013: $185,8052013Revenue 2014: $1,508,316Expenses 2014: $1,262,393Net Income 2014: $245,9232014Revenue 2015: $1,614,716Expenses 2015: $1,283,942Net Income 2015: $330,7742015Revenue 2016: $1,732,382Expenses 2016: $1,421,004Net Income 2016: $311,3782016Revenue 2017: $1,839,327Expenses 2017: $1,434,582Net Income 2017: $404,7452017Revenue 2018: $1,986,333Expenses 2018: $1,590,800Net Income 2018: $395,5332018Revenue 2019: $2,133,483Expenses 2019: $1,562,650Net Income 2019: $570,8332019Revenue 2020: $2,076,712Expenses 2020: $1,568,906Net Income 2020: $507,8062020Revenue 2021: $2,047,337Expenses 2021: $1,860,704Net Income 2021: $186,6332021Revenue 2022: $2,272,655Expenses 2022: $1,886,206Net Income 2022: $386,4492022Revenue 2023: $2,837,100Expenses 2023: $2,395,304Net Income 2023: $441,7962023Revenue 2024: $3,287,528Expenses 2024: $2,387,281Net Income 2024: $900,2472024

Highlighted filing

2024

Revenue$3,287,528
Expenses$2,387,281
Net Income$900,247

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.6$49.5$8.11$3.29$2.39$0.90
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.9$50.7$7.21$2.84$2.40$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.0$49.2$6.76$2.27$1.89$0.39
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$54.7$48.3$6.38$2.05$1.86$0.19
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$49.2$43.0$6.19$2.08$1.57$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.5$34.9$5.68$2.13$1.56$0.57
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$32.7$5.11$1.99$1.59$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.1$32.4$4.72$1.84$1.43$0.40
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$30.1$4.31$1.73$1.42$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$29.7$4.00$1.61$1.28$0.33
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$26.8$3.67$1.51$1.26$0.25
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$30.4$26.9$3.42$1.44$1.26$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.5$25.3$3.24$1.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.0$22.0$3.00$1.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$21.6$2.90$1.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 9, 2025
Return Version
2024v5.1
Gross Receipts
$3,287,528
Mission and Program Overview

Mission

Inspiring our members to achieve their dreams by delivering innovative and sustainable financial solutions with amazing service.

We are on a mission to be the most environmentally responsible credit union in the nation while continuing to provide amazing service to our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$40,885,628$42,652,882▲ $1,767,254
Savings and Temporary Cash Investments$10,617,631$8,602,740▼ $2,014,891
Rtn Earn Endowment Incm Other Fnds$5,247,794$6,148,043▲ $900,249
Land, Buildings, and Equipment, Net$2,961,395$2,856,344▼ $105,051
Investments Program Related$2,088,658$2,146,956▲ $58,298
Pd in Cap Srpls Land Bldg Eqp Fund$1,957,888$1,957,888→ $0
Cash and Non-Interest-Bearing Accounts$673,597$629,666▼ $43,931
Prepaid Expenses and Deferred Charges$58,613$65,916▲ $7,303
Accounts Receivable$10,631$17,497▲ $6,866
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$57,912,465$57,611,711▼ $300,754
Other Assets Total$616,312$639,710▲ $23,398
Liabilities
Other Liabilities$50,344,431$49,417,921▼ $926,510
Accounts Payable and Accrued Expenses$362,352$87,859▼ $274,493
Total Liabilities$50,706,783$49,505,780▼ $1,201,003
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,205,682$8,105,931▲ $900,249
Total Liabilities and Net Assets / Fund Balance$57,912,465$57,611,711▼ $300,754

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,299,589$795,632$3,095,221
Equipment$83,063$433,620$516,683
Land$440,862-$440,862
Other Land Buildings$32,830$65,335$98,165
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa HablePresident/CEOFT$93,418$6,539$99,957

Board Members and Trustees

NameTitle
Emily CharlesChair
Jake BiggarVice Chair
Joe KronckeDirector
Melissa NoffkeDirector
Sara BonnellDirector
Craig EilersSecretary
Nathan KarowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,688,953
Investment Income
$594,255
Other Revenue
$4,320
Change in Net Assets
$900,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,356,993
Salaries, Compensation, and Employee Benefits$1,030,288
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$713,219
Information Technology---$173,932
Depreciation Depletion---$139,526
Other Employee Benefits---$127,685
Office Expenses---$107,992
Current Officers, Directors, Trustees, and Key Employees---$93,418
Occupancy---$71,364
Payroll Taxes---$61,068
Advertising---$47,955
Fees for Services Accounting---$43,312
Pension Plan Contributions---$34,898
Insurance---$27,180
Fees for Services Other---$21,302
Other Expenses---$15,922
Conferences and Meetings---$7,700
Fees for Services Legal---$2,853
All Other Expenses---$-16,886
Total Functional Expenses$0$0$0$2,387,281
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$49,417,921
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization consists of members. To be a member, one must have a share/savings account. Each member has one vote to elect the governing body (board of directors).

Form 990, Part VI, Section A, Line 7A

The board of directors is elected by the membership utilizing their one vote per member.

Form 990, Part VI, Section B, Line 11B

Each member has one vote to utilize in ratifying significant decisions beyond the authority of the board as outlined in the organization's bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency (i.e., ncua, wisconsin office of credit unions).

Form 990, Part VI, Section B, Line 11B

Management reviews the 990 and a copy of the filed form is submitted to the board for review.

Form 990, Part VI, Section B, Line 12C

Board members and officers are required to self-report any potential conflicts as they may occur.

Form 990, Part VI, Section B, Line 15A

The board of directors reviews various salary surveys and approves the ceo's salary. Their final decision is recorded in the minutes.

Form 990, Part VI, Section C, Line 19

Will be made available upon request.

Filing and Contact Details

Filer

Filer Name
Evergreen Credit Union
EIN
39-0957477
Phone
9207292999
Address
1500 W AMERICAN DRIVE, NEENAH, WI 54956

Signing Officer

Name
Lisa Hable
Title
President/CEO
Phone
9207299999
Signed
2025-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Hable
Formed
1958
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
6
Employees
28
Volunteers
6

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffrey Danen CPA
Phone
9203369850
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING 2.

Raw XML Appendix370 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0362352
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt087859
IRS990/AccountsReceivableGrp/BOYAmt010631
IRS990/AccountsReceivableGrp/EOYAmt017497
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE ARE ON A MISSION TO BE THE MOST ENVIRONMENTALLY RESPONSIBLE CREDIT UNION IN THE NATION WHILE CONTINUING TO PROVIDE AMAZING SERVICE TO OUR MEMBERS.
IRS990/AdvertisingGrp/TotalAmt047955
IRS990/AllOtherExpensesGrp/TotalAmt0-16886
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA HABLE
IRS990/BooksInCareOfDetail/PhoneNum09207292999
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01500 W AMERICAN DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEENAH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054956
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0673597
IRS990/CashNonInterestBearingGrp/EOYAmt0629666
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt093418
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt07700
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0594255
IRS990/CYOtherExpensesAmt01356993
IRS990/CYOtherRevenueAmt04320
IRS990/CYProgramServiceRevenueAmt02688953
IRS990/CYRevenuesLessExpensesAmt0900247
IRS990/CYSalariesCompEmpBnftPaidAmt01030288
IRS990/CYTotalExpensesAmt02387281
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03287528
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0139526
IRS990/Desc0HOLDING DEPOSITS FOR AND MAKING LOANS TO MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt028
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt043312
IRS990/FeesForServicesLegalGrp/TotalAmt02853
IRS990/FeesForServicesOtherGrp/TotalAmt021302
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt46539
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0CRAIG EILERS
IRS990/Form990PartVIISectionAGrp/PersonNm1EMILY CHARLES
IRS990/Form990PartVIISectionAGrp/PersonNm2JOE KRONCKE
IRS990/Form990PartVIISectionAGrp/PersonNm3NATHAN KAROW
IRS990/Form990PartVIISectionAGrp/PersonNm4LISA HABLE
IRS990/Form990PartVIISectionAGrp/PersonNm5SARA BONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm6MELISSA NOFFKE
IRS990/Form990PartVIISectionAGrp/PersonNm7JAKE BIGGAR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt493418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03287528
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0173932
IRS990/InsuranceGrp/TotalAmt027180
IRS990/InvestmentIncomeGrp/ExclusionAmt0594255
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0594255
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt02088658
IRS990/InvestmentsProgramRelatedGrp/EOYAmt02146956
IRS990/IRPDocumentCnt01360
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01294587
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02961395
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02856344
IRS990/LandBldgEquipCostOrOtherBssAmt04150931
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE ARE ON A MISSION TO BE THE MOST ENVIRONMENTALLY RESPONSIBLE CREDIT UNION IN THE NATION WHILE CONTINUING TO PROVIDE AMAZING SERVICE TO OUR MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07205682
IRS990/NetAssetsOrFundBalancesEOYAmt08105931
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt071364
IRS990/OfficeExpensesGrp/TotalAmt0107992
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0616312
IRS990/OtherAssetsTotalGrp/EOYAmt0639710
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0127685
IRS990/OtherExpensesGrp/Desc0DIVIDENDS ON SHARES
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc3MEMBER ACCOUNT / CARD
IRS990/OtherExpensesGrp/TotalAmt0631435
IRS990/OtherExpensesGrp/TotalAmt160641
IRS990/OtherExpensesGrp/TotalAmt222765
IRS990/OtherExpensesGrp/TotalAmt315922
IRS990/OtherLiabilitiesGrp/BOYAmt050344431
IRS990/OtherLiabilitiesGrp/EOYAmt049417921
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04320
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04320
IRS990/OtherRevenueTotalAmt04320
IRS990/OtherSalariesAndWagesGrp/TotalAmt0713219
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt040885628
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt042652882
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt061068
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01957888
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01957888
IRS990/PensionPlanContributionsGrp/TotalAmt034898
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058613
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065916
IRS990/PrincipalOfficerNm0LISA HABLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEES AND OTHER OPERATI
IRS990/ProgramServiceRevenueGrp/Desc2INSURANCE SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02233768
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1395888
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt255651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02233768
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1397459
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt257726
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01571
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt12075
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0422639
IRS990/PYOtherExpensesAmt01305173
IRS990/PYOtherRevenueAmt0336
IRS990/PYProgramServiceRevenueAmt02414125
IRS990/PYRevenuesLessExpensesAmt0441796
IRS990/PYSalariesCompEmpBnftPaidAmt01090131
IRS990/PYTotalExpensesAmt02395304
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02837100
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0900247
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05247794
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06148043
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010617631
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08602740
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02299589
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0795632
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03095221
IRS990ScheduleD/EquipmentGrp/BookValueAmt083063
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0433620
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0516683
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0440862
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0440862
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt032830
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065335
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt098165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt049417921
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02856344
IRS990ScheduleD/TotalLiabilityAmt049417921
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF MEMBERS. TO BE A MEMBER, ONE MUST HAVE A SHARE/SAVINGS ACCOUNT. EACH MEMBER HAS ONE VOTE TO ELECT THE GOVERNING BODY (BOARD OF DIRECTORS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP UTILIZING THEIR ONE VOTE PER MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER HAS ONE VOTE TO UTILIZE IN RATIFYING SIGNIFICANT DECISIONS BEYOND THE AUTHORITY OF THE BOARD AS OUTLINED IN THE ORGANIZATION'S BYLAWS. ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL OF MEMBERSHIP, UNLESS MANDATED BY REGULATORY AGENCY (I.E., NCUA, WISCONSIN OFFICE OF CREDIT UNIONS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT REVIEWS THE 990 AND A COPY OF THE FILED FORM IS SUBMITTED TO THE BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS AND OFFICERS ARE REQUIRED TO SELF-REPORT ANY POTENTIAL CONFLICTS AS THEY MAY OCCUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS REVIEWS VARIOUS SALARY SURVEYS AND APPROVES THE CEO'S SALARY. THEIR FINAL DECISION IS RECORDED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING 2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt057912465
IRS990/TotalAssetsEOYAmt057611711
IRS990/TotalAssetsGrp/BOYAmt057912465
IRS990/TotalAssetsGrp/EOYAmt057611711
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/TotalAmt02387281
IRS990/TotalGrossUBIAmt03646
IRS990/TotalLiabilitiesBOYAmt050706783
IRS990/TotalLiabilitiesEOYAmt049505780
IRS990/TotalLiabilitiesGrp/BOYAmt050706783
IRS990/TotalLiabilitiesGrp/EOYAmt049505780
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07205682
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08105931
IRS990/TotalOtherCompensationAmt06539
IRS990/TotalProgramServiceRevenueAmt02688953
IRS990/TotalReportableCompFromOrgAmt093418
IRS990/TotalRevenueGrp/ExclusionAmt0594255
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02689627
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03287528
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03646
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt057912465
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt057611711
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01500 W AMERICAN DRIVE
IRS990/USAddress/CityNm0NEENAH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054956
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.EVERGREENCU.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA HABLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09207299999
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0390957477
ReturnHeader/Filer/PhoneNum09207292999
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 W AMERICAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEENAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054956
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 N BROADWAY SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054303
ReturnHeader/PreparerPersonGrp/PhoneNum09203369850
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY DANEN CPA
ReturnHeader/ReturnTs02025-06-10T10:17:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.