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EIN 39-0388215

AppleTree Credit Union (ATCU)

IRS 501(c) type
501(c)(14)
Num. employees
19
City
West Allis
State
Wisconsin
Year formed
1935
Most recent tax filings
2023-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
AppleTree Credit Union was organized in June, 1935 as Kearney & Trecker Employees Credit Union. Their goal is to continue to offer exceptional service coupled with outstanding rates to help their members achieve their financial dreams.
Related structure
ATCU is a child organization, under an unknown parent.
Total revenues
$4,215,190
2023
Total expenses
$3,444,618
2023
Total assets
$125,297,203
2023
Num. employees
19
2023

Program areas at ATCU

Provided low cost financial services to 6,065 members.

Personnel at ATCU

NameTitleCompensation
Lisa M GrecoChief Executive Officer and President and Secretary$181,227
Alison WatsonExecutive Vice President$108,197
Stephen GreidanusTreasurer$0
Laura OwensVice - Chair$0
Linda LuedtkeController$111,339
...and 1 more key personnel

Financials for ATCU

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$3,122,876
Investment income and dividends$1,092,314
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$4,215,190

Form 990s for ATCU

Fiscal year endingDate received by IRSFormPDF link
2023-122024-03-05990View PDF
2022-122023-03-10990View PDF
2021-122022-03-03990View PDF
2020-122021-03-10990View PDF
2019-122021-06-07990View PDF
...and 11 more Form 990s

Organizations like ATCU

OrganizationLocationRevenue
Best Advantage Credit UnionBrillion, WI$3,699,899
Teachers Credit UnionBeloit, WI$1,349,459
Winnebago Community Credit Union (WCCU)Oshkosh, WI$7,397,018
Forward Financial Credit UnionNiagara, WI$3,922,545
PCM Credit UnionGreen Bay, WI$13,994,856
Glacier Hills Credit UnionWest Bend, WI$9,272,339
Members Advantage Credit UnionWisconsin Rapids, WI$6,911,306
Firefighters Credit UnionOnalaska, WI$4,695,385
Marathon County Employees Credit UnionWausau, WI$1,727,380
Gundersen Credit UnionLa Crosse, WI$1,954,633
Data update history
August 9, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 17, 2023
Posted financials
Added Form 990 for fiscal year 2022
April 13, 2022
Updated personnel
Identified 1 new personnel
April 8, 2022
Posted financials
Added Form 990 for fiscal year 2020
April 8, 2022
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
No characteristics found
General information
Address
11333 W Greenfield Ave
West Allis, WI 53214
Metro area
Milwaukee-Waukesha, WI
Website URL
appletree.org/ 
Phone
(414) 546-7800
IRS details
EIN
39-0388215
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1935
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
W60: Financial Institutions, Credit Unions
NAICS code, primary
522130: Credit Unions
Parent/child status
Child within group exemption
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