2025-10-03T13:24:23-05:00 2024-12-31 921372905 OPSAHL DAWSON 10940 NE 33RD PLACE SUITE 100 BELLEVUE WA 98004 990 2024-01-01 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 2025-09-22 1 0 LINDSEY SAS CPA P01620141 4258891778 2025-09-22 2024 2025-03-06 01:10:19Z JOHNPAUL MCGEE 6001 CAPITOL BLVD SW TUMWATER WA 98501 5141553 0 X WWW.EVERGREENDIRECT.ORG X 1977 WA MAKING A DIFFERENCE THROUGH QUALITY SERVICE, VALUABLE PRODUCTS, AND FINANCIAL EDUCATION. 7 7 28 9 53271 0 0 0 4017412 4308089 573330 729660 79754 103804 4670496 5141553 2874 2291 0 0 1695531 2022969 0 0 0 2927739 3399352 4626144 5424612 44352 -283059 76251466 77986151 71798543 73466420 4452923 4519731 MAKING A DIFFERENCE THROUGH QUALITY SERVICE, VALUABLE PRODUCTS, AND FINANCIAL EDUCATION. 0 0 MUTUAL, MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: PROVIDED ITS 4,936 MEMBERS THE OPPORTUNITY FOR SAVINGS, DEPOSIT, LOANS, AND OTHER FINANCIAL SERVICES. GRANTED 1,133 LOANS TOTALING $11,879,601 TO ITS MEMBERS DURING 2024. 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 1076 0 1 28 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 TREASURER 1.00 X X 0 0 0 SCOTT COLLINS BOARD MEMBER 1.00 X 0 0 0 LAURA MURPHY 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 1.50 X X 0 0 0 EARLENE FANTZ BOARD MEMBER 1.50 X 0 0 0 JOHNPAUL MCGEE PRESIDENT/CEO 40.00 X 160690 0 28406 160690 0 28406 1 0 1 0 KASASA LTD PO BOX 527 LUBBOCK TX 79408 WEBSITE HOSTING & MAINTENANCE; ONLINE MA 116420 1 INTEREST EARNED ON LOA 522291 3148114 3148114 FEES & CHARGES 522291 614995 614995 INTERCHANGE 522210 544980 521028 23952 4308089 729660 729660 MISC. REVENUE-RELATED- 522200 74485 74485 LIFE, DISB AND INS INC 524298 29319 29319 103804 5141553 4358622 53271 729660 2291 160690 1424273 110715 185837 141454 -2000 32580 333344 427118 204263 101781 50674 2235 8 114706 31347 DIVIDENDS PAID TO MEMBE 1033020 PROVISION FOR LOAN LOSS 547622 VISA INTERCHANGE 314002 OTHER EXPENSES 129533 79119 5424612 519012 669092 4541210 7058933 40836795 39686673 92412 251825 5770835 2200262 3680166 3570573 23282292 22273856 249000 3362000 84243 73963 2966336 1039236 76251466 77986151 1257798 941722 70540745 72524698 71798543 73466420 X 0 0 0 0 4452923 4519731 4452923 4519731 76251466 77986151 -283059 349867 0 X 0 0 0 733640 733640 3502117 768927 2733190 1032317 928599 103718 502761 502736 25 3570573 MEMBER SHARE & DEPOSIT ACCOUNT 72524698 72524698 1 X 0 1 0 JOHNPAUL MCGEE PRESIDENT/CEO 160000 0 0 0 690 0 25801 0 2605 0 189096 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 4,936 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.