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EIN 39-0388215

AppleTree Credit Union (ATCU)

IRS 501(c) type
501(c)(14)
Num. employees
18
City
West Allis
State
Wisconsin
Year formed
1935
Most recent tax filings
2024-12-01
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
$5,246,713
2024
Total expenses
$4,155,147
2024
Total assets
$126,965,590
2024
Num. employees
18
2024

Program areas at ATCU

Provided low cost financial services to 5,625 members.

Personnel at ATCU

NameTitleCompensation
Lisa M GrecoChief Executive Officer and President and Secretary$181,227
Alison WatsonExecutive Vice President$108,197
Linda LuedtkeController$111,339

Financials for ATCU

RevenuesFYE 12/2024
Total grants, contributions, etc.$0
Program services$3,010,941
Investment income and dividends$2,235,772
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$5,246,713

Form 990s for ATCU

Fiscal year endingDate received by IRSFormPDF link
2024-122025-03-03990View PDF
2023-122024-03-05990View PDF
2022-122023-03-10990View PDF
2021-122022-03-03990View PDF
2020-122021-03-10990View PDF
...and 12 more Form 990s

Organizations like ATCU

OrganizationLocationRevenue
Glacier Hills Credit UnionWest Bend, WI$11,609,284
PCM Credit UnionGreen Bay, WI$18,921,575
Forward Financial Credit UnionNiagara, WI$4,553,493
Marathon County Employees Credit UnionWausau, WI$2,168,761
Members Advantage Credit UnionWisconsin Rapids, WI$8,588,004
Firefighters Credit UnionOnalaska, WI$5,850,393
Teachers Credit UnionBeloit, WI$1,349,459
Winnebago Community Credit Union (WCCU)Oshkosh, WI$7,397,018
Iron County Community Credit UnionHurley, WI$2,454,870
Bay Shore Credit UnionMarinette, WI$1,887,919
Data update history
May 26, 2024
Posted financials
Added Form 990 for fiscal year 2023
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
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
County
Milwaukee County, 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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