Appletree Credit Union in West Allis, Wisconsin (WI)

Appletree Credit Union
Employer Identification Number (EIN)	390388215
Name of Organization	Appletree Credit Union
In Care of Name	Lisa Greco
Address	11333 W Greenfield Ave, West Allis, WI 53214-2260
Activities	Loans or credit reporting, Other services or benefits to members or employees, Endowment fund or financial services
Subsection	Credit Union
Ruling Date	04/1971
Deductibility	Contributions are not deductible
Foundation	All organizations except 501(c)(3)
Organization	Association
Tax Period	12/2012
Assets	$50,000,000 to greater
Income	$1,000,000 to $4,999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$129,822,019
Amount of Income	$4,622,931
Form 990 Revenue Amount	$4,622,931

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Functional expenses for 2012

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?	Yes
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
Gross income from members or shareholders	$0
Gross income from other sources	$0

Statement of Revenue (for 2012)
Total revenue	$4,622,931
Contributions, Gifts, Grants and Other Similar Amounts	$0
Program Service Revenue	$4,435,041
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$187,890
Income from investment of tax-exempt bond proceeds	$0
Royalties	$0
Net rental income	$0
Net gain from sales of assets other than inventory	$0
Net income from fundraising events	$0
Net income from gaming activities	$0
Net income from sales of inventory	$0
Miscellaneous Revenue	$0

Statement of Functional Expenses (for 2012)
Total functional expenses	$2,837,298
Compensation of current officers, directors, trustees, and key employees	$225,980
Other salaries and wages	$559,795
Payroll taxes	$61,099
Professional fundraising services	$0
Other	$1,990,424

Balance Sheet (for 2012)
Total assets	$129,822,019
Total liabilities	$106,621,342
Tax-exempt bond liabilities	$0
Secured mortgages and notes payable to unrelated third parties	$0
Unsecured notes and loans payable to unrelated third parties	$0
Other	$106,621,342
Total net assets or fund balances	$23,200,677
Retained earnings, endowment, accumulated income, or other funds	$23,200,677

Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:	Not provided

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Id	Name	Address	State	Established	Total Income
Other organizations in Wisconsin
1	Appleton Police Charitable Association Inc	222 S Walnut St, Appleton, WI 54911	WI	2007-06	$0
2	Appleton Professional Police Association	222 S Walnut St, Appleton, WI 54911	WI	1983-06	$0
3	Appleton Rifle & Pistol Club Inc	PO BOX 2564, Appleton, WI 54912-2564	WI	1993-07	$24,507
4	Appleton Rotary Foundation Inc	PO BOX 703, Appleton, WI 54912-0703	WI	1958-08	$20,560
5	Appleton Soccer Booster Club Inc	PO BOX 1444, Appleton, WI 54912-1444	WI	2002-12	$575,479
6	Appleton West Youth Basketball Association Ltd	PO BOX 1425, Appleton, WI 54912-1425	WI	1999-12	$74,745
7	Appleton Y M C A Endowment Trust, Natl Mnfctrs Bk Of Neenah Etal Ttee	218 E Lawrence St, Appleton, WI 54911-5724	WI	1958-01	$7,000,093
8	Appleton Yacht Club	PO BOX 1683, Appleton, WI 54912-1683	WI	1974-07	$577,261
9	Appleton-Oshkosh Electrical Join Apprenticeship & Training Tr Fund	2730 Dairy Dr Ste 102, Madison, WI 53718-6882	WI	1982-10	$96,457
10	Appletons Community Child Care Center Incorporated	208 S Pine St, Kimberly, WI 54136-2024	WI	1997-10	$367,084
11	Appletree Credit Union	11333 W Greenfield Ave, West Allis, WI 53214-2260	WI	1971-04	$4,622,931
12	Appraisal Institute, Wisconsin Chapter	11801 W Silver Spring Dr No 200, Milwaukee, WI 53225-3092	WI	1992-09	$85,450
13	Aps Foundation Of America Inc	PO BOX 801, La Crosse, WI 54602-0801	WI	2006-03	$21,211
14	Aqua Skiers Inc	PO BOX 412, Wisc Rapids, WI 54495-0412	WI	2003-09	$142,933
15	Aquafest Inc	PO BOX 366, Rice Lake, WI 54868-0366	WI	1975-01	$124,072
16	Aquanut Water Shows Inc	PO BOX 118, Twin Lakes, WI 53181-0118	WI	1997-04	$116,588
17	Aquarian Garden	W8741 County Road B, New Lisbon, WI 53950-9736	WI	1987-06	$18,154
18	Aquinas Catholic Schools Foundation Inc	315 11th St S, La Crosse, WI 54601-4763	WI	1975-09	$4,427,891
19	Arabian Festivals Inc	PO BOX 517, Milwaukee, WI 53201-0517	WI	2010-10	$327
20	Arbor Place Inc	320 21st St N, Menomonie, WI 54751-2228	WI	1977-08	$1,175,762

Affiliation	Name	Address	State	Established	Total Income
20 biggest affiliated organizations
Subordinate	University Of Wisconsin Credit Union	3500 University Ave, Madison, WI 53705-2141	WI	1971-04	$803,056,249
Subordinate	Summit Credit Union	PO BOX 8046, Madison, WI 53708-8046	WI	1971-04	$112,594,327
Subordinate	First American Credit Union	655 3rd St Ste 101, Beloit, WI 53511-6268	WI	1971-04	$109,136,095
Subordinate	Landmark Credit Union	2775 S Moorland Road, New Berlin, WI 53151-3718	WI	1971-04	$108,523,286
Subordinate	Royal Credit Union	2005 Kane Rd, Eau Claire, WI 54703	WI	1971-04	$98,044,023
Subordinate	Credit Unions In The State Of Wisconsin	1960 8th Ave Suite 140, Baldwin, WI 54002	WI	1971-04	$89,305,488
Subordinate	Educators Credit Union, Wfglsfc Wisconsin Federation Great Lakes Sport Fishing Clubs	4037 - 7th Avenue, Kenosha, WI 53140	WI	1971-04	$82,438,511
Subordinate	Community First Credit Union	PO BOX 1487, Appleton, WI 54912-1487	WI	1971-04	$80,670,416
Subordinate	Covantage Credit Union, Langlade County 4-H Dairy Committee	837 Clermont, Antigo, WI 54409	WI	1971-04	$46,752,869
Subordinate	Fox Communities Credit Union, Fcba Fox Cities Bowling Association	237 E Wilson Ave, Appleton, WI 54915	WI	1971-04	$45,791,764
Subordinate	Marine Credit Union	811 Monitor Street, La Crosse, WI 54603-3188	WI	1971-04	$35,989,610
Subordinate	Pioneer Credit Union	PO BOX 2526, Green Bay, WI 54306-2526	WI	1971-04	$33,059,041
Subordinate	Blackhawk Community Credit Union	PO BOX 5366, Janesville, WI 53547-5366	WI	1971-04	$30,748,674
Subordinate	Connexus Credit Union	PO BOX 8026, Wausau, WI 54402-8026	WI	1971-04	$23,027,296
Subordinate	Citizens First Credit Union	PO BOX 3046, Oshkosh, WI 54903-3046	WI	1971-04	$20,390,252
Subordinate	Corporate Central Credit Union	4262 S 108th St, Greenfield, WI 53228-1908	WI	1971-04	$19,084,979
Subordinate	Westby Coop Credit Union	PO BOX 70, Westby, WI 54667-0070	WI	1971-04	$18,499,917
Subordinate	Guardian Credit Union	4501 W Greenfield Ave, Milwaukee, WI 53214-5306	WI	1971-04	$18,480,230
Subordinate	Capital Credit Union	1010 Prospect St, Kimberly, WI 54136-1625	WI	1971-04	$17,828,559
Subordinate	Kohler Credit Union	850 Woodlake Rd, Kohler, WI 53044-1323	WI	1971-04	$16,373,476

Number of affiliated organizations

Wisconsin

265

Total

265

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