EVERGREEN CREDIT UNION

EIN: 390957477

NEENAH, WI

Total Revenue
$3,287,528
Total Expenses
$2,387,281
Total Assets
$57,611,711
Net Assets
$8,105,931
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
WI
Principal Officer
LISA HABLE
Phone
9207292999
Tax Period
2024-01-01 to 2024-12-31

EVERGREEN CREDIT UNION, founded in 1958, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $900K, a strong 27% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

HOLDING DEPOSITS FOR AND MAKING LOANS TO MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,688,953
Investment Income $594,255
Other Revenue $4,320
TOTAL REVENUE $3,287,528

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,030,288
Fundraising Expenses $0
Other Expenses $1,356,993
TOTAL EXPENSES $2,387,281

Year-over-Year Comparison

2024 2023 Change
Revenue $3,287,528 $2,837,100 +0.2%
Expenses $2,387,281 $2,395,304 0.0%
Net Income $900,247 $441,796 +1.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
6
Employees
28
Volunteers
6

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$99,957
Total Directors
8
$99,957
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CRAIG EILERS SECRETARY 0.50
Officer Director
$0 $0 $0
EMILY CHARLES CHAIR 0.50
Officer Director
$0 $0 $0
JOE KRONCKE DIRECTOR 0.50
Director
$0 $0 $0
NATHAN KAROW TREASURER 0.50
Officer Director
$0 $0 $0
LISA HABLE PRESIDENT/CEO 40.00
Officer Director
$93,418 $6,539 $99,957
SARA BONNELL DIRECTOR 0.50
Director
$0 $0 $0
MELISSA NOFFKE DIRECTOR 0.50
Director
$0 $0 $0
JAKE BIGGAR VICE CHAIR 0.50
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $3,287,528 $2,387,281 $57,611,711 $900,247
2023 $2,837,100 $2,395,304 $57,912,465 $441,796
2022 $2,272,655 $1,886,206 $55,985,176 $386,449
2021 $2,047,337 $1,860,704 $54,664,886 $186,633
2020 $2,076,712 $1,568,906 $49,192,815 $507,806
2019 $2,133,483 $1,562,650 $40,545,071 $570,833
2018 $1,986,333 $1,590,800 $37,779,430 $395,533
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