2023-11-15T19:24:44-06:00 2022-12-31 810987947 HAUSER JONES & SAS PLLC 10940 NE 33RD PLACE SUITE 100 BELLEVUE WA 98004 990 2022-01-01 910653710 CREDIT UNIONS IN THE STATE OF WASHINGTON DBA EVERGREENDIRECT CREDIT UNION CRED 3609437676 6001 CAPITOL BLVD SW TUMWATER WA 98501 JOHNPAUL MCGEE CEO/PRESIDENT 3609437676 2023-11-15 1 JOHNPAUL MCGEE 999009999 0 ROGER A JONES CPA P01702335 4258891778 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHNPAUL MCGEE 6001 CAPITOL BLVD SW TUMWATER WA 98501 4230294 0 X WWW.EVERGREENDIRECT.ORG X 1977 WA MAKING A DIFFERENCE THROUGH QUALITY SERVICE, VALUABLE PRODUCTS, AND FINANCIAL EDUCATION. 7 7 32 10 66534 0 0 0 3255939 3505816 321670 662358 112907 59993 3690516 4228167 4487 2147 0 0 1649760 1724544 0 0 0 1781209 2007831 3435456 3734522 255060 493645 83901128 78380963 76054606 74361612 7846522 4019351 MAKING A DIFFERENCE THROUGH QUALITY SERVICE, VALUABLE PRODUCTS, AND FINANCIAL EDUCATION. 0 0 MUTUAL, MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: PROVIDED ITS 5,107 MEMBERS THE OPPORTUNITY FOR SAVINGS, DEPOSIT, LOANS, AND OTHER FINANCIAL SERVICES. GRANTED 1,314 LOANS TOTALING $15,293,070 TO ITS MEMBERS DURING 2022. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1025 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X JOHNPAUL MCGEE 3609437676 6001 CAPITOL BLVD SW TUMWATER WA 98501 JIM SHERRY BOARD MEMBER 1.00 X 0 0 0 MIKE RICCHIO BOARD MEMBER 1.00 X 0 0 0 SCOTT COLLINS BOARD MEMBER 1.00 X 0 0 0 JOHN NISPEL BOARD MEMBER 1.00 X 0 0 0 SUSAN GIRSCH CHAIR OF BOARD 1.50 X X 0 0 0 AMY TIEMEYER VICE CHAIR OF BOARD 1.00 X X 0 0 0 JOHNPAUL MCGEE PRESIDENT/CEO 40.00 X 160189 0 18376 JORDAN ELWANGER TREASURER OF BOARD 1.00 X 0 0 0 160189 0 18376 1 0 1 0 KASASA LTD PO BOX 527 LUBBOCK TX 79408 WEBSITE HOSTING & MAINTENANCE; ONLINE MA 157860 1 INTEREST EARNED ON LOA 522291 2263374 2263374 FEES & CHARGES 522291 738588 738588 INTERCHANGE 522210 503854 468546 35308 3505816 664485 664485 2127 -2127 -2127 -2127 LIFE, DISB AND INS INC 524298 31226 31226 MISC. REVENUE-RELATED- 522200 28767 28767 59993 4228167 3497148 66534 664485 2147 160189 1234184 87939 125434 116798 725 24000 26428 287368 443384 168454 88581 37403 1182 133 109187 27546 VISA INTERCHANGE 266253 DIVIDENDS PAID TO MEMBE 212222 PROVISION FOR LOAN LOSS 146401 OTHER EXPENSES 95883 72681 3734522 427130 449314 4284708 3381152 20 200 38721036 39858069 153046 104856 5722357 1956507 3805242 3765850 30486613 26651635 3226502 1245000 84243 84243 2712588 2840644 83901128 78380963 1021911 1203741 75032695 73157871 76054606 74361612 X 0 0 0 0 7846522 4019351 7846522 4019351 83901128 78380963 493645 -4320816 0 X 0 0 0 733640 733640 3512021 660671 2851350 973934 793100 180834 502762 502736 26 3765850 MEMBER SHARE & DEPOSIT ACCOUNT 73157871 73157871 1 X 0 1 0 JOHNPAUL MCGEE PRESIDENT/CEO 149999 0 9500 0 690 0 11968 0 6408 0 178565 0 0 0 FORM 990, PART I, LINE 6 VOLUNTEERS CONSIST OF THE CREDIT UNION'S BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE MEMBERS. THE VOLUNTEERS PROVIDE MANAGEMENT OVERSIGHT, AUDIT, AND OTHER SERVICES FOR THE CREDIT UNION. FORM 990, PART VI, SECTION A, LINE 6 THE CREDIT UNION HAS 5,107 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT ALL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE CREDIT UNION CHARTER, MERGERS AND SIMILAR GOVERNANCE DECISIONS ARE SUBJECT TO THE APPROVAL BY THE MEMBERS OF THE CREDIT UNION. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF THE ORGANIZATIONS' FORM 990 IS PERFORMED BY THE CEO PRIOR TO BEING FILED. THE FORM IS NOT PROVIDED TO THE BOARD FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO SIGN AN OATH OF OFFICE ANNUALLY WHICH INCORPORATES A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PERIODICALLY REVIEWS AND APPROVES THE CEO'S COMPENSATION. INCREASES ARE BASED ON INDUSTRY AND PEER COMPARISON. FORM 990, PART VI, SECTION C, LINE 19 THE CREDIT UNION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THEIR ANNUAL MEETING AND UPON REQUEST.