DANFOSS EMPLOYEES CREDIT UNION
Cite this
Plain text DANFOSS EMPLOYEES CREDIT UNION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/416036331. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). DANFOSS EMPLOYEES CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/416036331
MLA “DANFOSS EMPLOYEES CREDIT UNION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/416036331. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $194K · expenses $190K · assets $2.4M
- EIN
- 41-6036331
- Address
- 3550 ANNAPOLIS LANE N, PLYMOUTH, MN 55447-5333
- Website
- DANFOSSCU.COM
- NTEE code
- -
- Subsection
- 501(c)(14)
- Ruling year
- 1944
- Cross-check
- ProPublica Nonprofit Explorer
Mission
MEET OUR MEMBERS' NEEDS BY PROVIDING SERVICE WITH A PERSONAL TOUCH, CULTIVATING CLOSE RELATIONSHIPS, OFFERING FINANCIAL GUIDANCE, AND SAFEGUARDING OUR MEMBERS' ASSETS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Ann Healey-Allen | CEO | 2019-2024 | $75,200 | $356,835 | 1 |
| Steve Zumbusch | CHAIRMAN | 2010-2024 | $0 | $262 | 1 |
| Theresa Blageo (former) | PRES-PARTIAL | 2010-2016 | $10,446 | $405,433 | 1 |
| Laura Cunningham (former) | PRESIDENT/CE | 2016-2019 | $54,250 | $213,827 | 1 |
| David Rohde (former) | FORMER SECTR | 2010-2017 | $120 | $54,320 | 1 |
| Ann Healy-Allen (former) | TREASURER / | 2010-2018 | $7,960 | $10,000 | 1 |
Officers and directors, no compensation reported
7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Brad Himle | VICE CHAIR | 2017-2024 | 1 | $0 reported | 1 |
| Jennifer Huffman | TREASURER | 2019-2024 | 1 | $0 reported | 1 |
| Peter Lauer | SECRETARY | 2020-2024 | 1 | $0 reported | 1 |
| Brad Diekmann | DIRECTOR | 2021-2024 | 1 | $0 reported | 1 |
| Stephen Smith | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| David Lundquist (former) | DIRECTOR | 2010-2020 | 1 | $0 reported | 1 |
| Lon Stutleberg (former) | VICE CHAIR | 2010-2019 | 0 | $0 reported | 1 |
People by year
2024 · 7 people listed · 1 paid, $75K · 1 employee · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANN HEALEY-ALLEN | CEO | 40 | $75,200 | $0 | $0 | $75,200 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| BRAD HIMLE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER HUFFMAN | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER LAUER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| BRAD DIEKMANN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 6 people listed · 1 paid, $74K · 1 employee
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANN HEALEY-ALLEN | PRESIDENT/CE | 40 | $74,450 | $0 | $0 | $74,450 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| BRAD HIMLE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER HUFFMAN | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER LAUER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| BRAD DIEKMANN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 6 people listed · 2 paid, $67K · 1 employee · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANN HEALEY-ALLEN | PRESIDENT/CE | 40 | $66,800 | $0 | $0 | $66,800 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 2 | $262 | $0 | $0 | $262 | 1 |
| BRAD HIMLE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER HUFFMAN | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER LAUER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| BRAD DIEKMANN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 6 people listed · 1 paid, $62K · 1 employee · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANN HEALEY-ALLEN | PRESIDENT/CE | 40 | $61,900 | $0 | $0 | $61,900 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD HIMLE | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER HUFFMAN | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| PETER LAUER | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD DIEKMANN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 6 people listed · 1 paid, $60K · 1 employee · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANN HEALEY-ALLEN | PRESIDENT/CE | 40 | $60,060 | $0 | $0 | $60,060 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| BRAD HIMLE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER HUFFMAN | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER LAUER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 7 people listed · 2 paid, $73K · 2 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CUNNINGHAM | PRESIDENT/CE | 28 | $54,250 | $0 | $0 | $54,250 | 1 |
| ANN HEALEY-ALLEN | TREASR/ASST | 8 | $18,425 | $0 | $0 | $18,425 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER HUFFMAN | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD HIMLE | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 6 people listed · 2 paid, $67K · 2 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CUNNINGHAM | PRESIDENT/CE | 28 | $58,827 | $0 | $0 | $58,827 | 1 |
| ANN HEALY-ALLEN | TREASURER / | 8 | $7,960 | $0 | $0 | $7,960 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD HIMLE | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · 3 paid, $67K · 3 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CUNNINGHAM | PRESIDENT/CE | 40 | $64,610 | $0 | $0 | $64,610 | 1 |
| ANN HEALY-ALLEN | TREASURER / | 3 | $2,040 | $0 | $0 | $2,040 | 1 |
| DAVID ROHDE | FORMER SECTR | 3 | $120 | $0 | $0 | $120 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD HIMLE | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 7 people listed · 3 paid, $56K · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CUNNINGHAM | PRESIDENT/CE | 40 | $36,140 | $0 | $0 | $36,140 | 1 |
| THERESA BLAGEO | PRES-PARTIAL | 40 | $8,365 | $0 | $2,081 | $10,446 | 1 |
| DAVID ROHDE | SECRETARY / | 10 | $9,480 | $0 | $0 | $9,480 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANN HEALY-ALLEN | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 6 people listed · 2 paid, $77K · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THERESA BLAGEO | PRESIDENT | 40 | $62,140 | $0 | $7,800 | $69,940 | 1 |
| DAVID ROHDE | SECRETARY / | 10 | $7,525 | $0 | $0 | $7,525 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANN HEALY-ALLEN | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 6 people listed · 2 paid, $77K · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THERESA BLAGEO | PRESIDENT | 40 | $63,430 | $0 | $7,448 | $70,878 | 1 |
| DAVID ROHDE | SECRETARY / | 10 | $6,612 | $0 | $0 | $6,612 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| ANN HEALY-ALLEN | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
2013 · 6 people listed · 2 paid, $78K · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THERESA BLAGEO | PRESIDENT | 40 | $59,275 | $0 | $7,518 | $66,793 | 1 |
| DAVID ROHDE | SECRETARY/MS | 10 | $11,295 | $0 | $0 | $11,295 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| ANN HEALY-ALLEN | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 6 people listed · 2 paid, $73K · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THERESA BLAGEO | PRESIDENT | 40 | $59,275 | $0 | $6,003 | $65,278 | 1 |
| DAVID ROHDE | SECRETARY/MS | 8 | $7,724 | $0 | $0 | $7,724 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| ANN HEALY-ALLEN | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
2011 · 6 people listed · 2 paid, $68K · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THERESA BLAGEO | PRESIDENT | 40 | $57,945 | $0 | $3,900 | $61,845 | 1 |
| DAVID ROHDE | SECRETARY/MS | 8 | $6,318 | $0 | $0 | $6,318 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| ANN HEALY-ALLEN | VICE CHAIRMA | 0 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2010 · 6 people listed · 2 paid, $65K · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THERESA BLAGEO | PRESIDENT | 40 | $56,653 | $0 | $3,600 | $60,253 | 1 |
| DAVID ROHDE | SECRETARY | 1 | $5,246 | $0 | $0 | $5,246 | 1 |
| STEVE ZUMBUSCH | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| ANN HEALY-ALLEN | VICE CHAIRMA | 1 | $0 | $0 | $0 | $0 | 1 |
| LON STUTLEBERG | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID LUNDQUIST | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $194,373 | $189,787 | $2,366,162 | $281,355 | $752 | $170,795 | $75,200 | 1 | 10 |
| 2023 · Form 990 | ||||||||
| $197,883 | $192,382 | $2,818,371 | $276,769 | $0 | $163,031 | $74,450 | 1 | - |
| 2022 · Form 990 | ||||||||
| $150,110 | $143,386 | $3,492,218 | $271,268 | $0 | $126,257 | $67,062 | 1 | 10 |
| 2021 · Form 990 | ||||||||
| $138,612 | $138,546 | $3,017,621 | $264,544 | $0 | $134,044 | $61,900 | 1 | 10 |
| 2021 · Form 990 | ||||||||
| $138,612 | $138,546 | $3,017,621 | $264,544 | $0 | $134,044 | $61,900 | 1 | 10 |
| 2020 · Form 990 | ||||||||
| $144,871 | $165,462 | $2,569,943 | $264,478 | $6,055 | $133,455 | $60,060 | 1 | 9 |
| 2019 · Form 990 | ||||||||
| $167,370 | $187,225 | $2,614,023 | $285,069 | $0 | $157,503 | $72,675 | 2 | 10 |
| 2018 · Form 990 | ||||||||
| $176,919 | $167,016 | $2,476,913 | $304,924 | $0 | $175,884 | $66,787 | 2 | 4 |
| 2017 · Form 990 | ||||||||
| $170,104 | $161,530 | $2,636,253 | $295,021 | $0 | $169,264 | $66,770 | 3 | - |
| 2016 · Form 990 | ||||||||
| $194,309 | $173,824 | $2,442,712 | $286,447 | $0 | $191,467 | $53,985 | 2 | - |
| 2015 · Form 990 | ||||||||
| $235,513 | $251,230 | $2,887,583 | $265,962 | $0 | $233,270 | $69,665 | 2 | - |
| 2014 · Form 990 | ||||||||
| $214,260 | $206,943 | $2,875,480 | $281,679 | $0 | $213,422 | $70,042 | 2 | - |
| 2013 · Form 990 | ||||||||
| $205,097 | $193,055 | $2,673,943 | $274,361 | $0 | $202,746 | $70,570 | 2 | - |
| 2012 · Form 990 | ||||||||
| $209,384 | $201,038 | $2,667,689 | $262,319 | $0 | $207,035 | $66,999 | 2 | - |
| 2011 · Form 990 | ||||||||
| $191,917 | $203,694 | $2,640,614 | $253,973 | $0 | $189,102 | $64,263 | 2 | - |
| 2010 · Form 990 | ||||||||
| $180,877 | $205,038 | $2,314,783 | $267,565 | $0 | $177,080 | $61,899 | 2 | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CENTRAL HANNA EMPLOYEES CREDIT UNION | MN | Not reported | $131,675 | $364,728 | Manager | $37,541 | Similar name, revenue within 2x, same state |
| Knoll Employees Credit Union | PA | Not reported | $192,916 | $267,420 | Manager | $44,188 | Similar name, revenue within 2x, similar mission |
| UTI EMPLOYEES CREDIT UNION | PA | Not reported | $131,981 | $151,084 | PRESIDENT | $11,724 | Similar name, revenue within 2x |
| WAWA EMPLOYEES' CREDIT UNION | PA | Not reported | $247,608 | $233,863 | CEO/TREASURER | $39,574 | Similar name, revenue within 2x |
| CVPS EMPLOYEES CREDIT UNION | VT | Not reported | $382,016 | $578,764 | Manager/Assistant Treasurer | $85,368 | Similar name, revenue within 2x |
| RIG EMPLOYEES CREDIT UNION | GA | Not reported | $273,082 | $208,116 | PRESIDENT/MANAGER | $55,000 | Similar name, revenue within 2x |
| CEMC EMPLOYEES CREDIT UNION | TN | Not reported | $132,476 | $119,080 | BOARD CHAIR | $0 | Similar name, revenue within 2x |
| DANBURY CYANAMID EMPLOYEES CREDIT UNION | CT | Not reported | $160,564 | $1,202,497 | CEO/TREASURER | $76,454 | Similar name, revenue within 2x |
| USTC EMPLOYEES CREDIT UNION | TN | Not reported | $146,715 | $129,597 | MANAGER | $29,732 | Similar name, revenue within 2x |
| ASH EMPLOYEES CREDIT UNION | IL | Not reported | $359,455 | $260,927 | PRESIDENT/BOARD TREASURER | $67,322 | Similar name, revenue within 2x |
| Public Employees Credit Union | ID | Not reported | $146,794 | $299,098 | CEO | $57,757 | Similar name, revenue within 2x |
| LOUP EMPLOYEES CREDIT UNION | LA | Not reported | $352,670 | $281,031 | Manager | $62,146 | Similar name, revenue within 2x |
| HURD EMPLOYEES CREDIT UNION | TN | Not reported | $271,709 | $266,087 | MANAGER | $44,720 | Similar name, revenue within 2x |
| FEDERAL EMPLOYEES CREDIT UNION | IA | Not reported | $380,416 | $695,470 | OFFICER | $36,227 | Similar name, revenue within 2x |
| School Employees Credit Union | WI | Not reported | $134,853 | $120,571 | Chief Financial Officer | $19,008 | Similar name, revenue within 2x |
| PEORIA CITY EMPLOYEES CREDIT UNION | IL | Not reported | $331,073 | $232,155 | MANAGER | $45,080 | Similar name, revenue within 2x |
| MEAD EMPLOYEES CREDIT UNION | GA | Not reported | $198,099 | $306,236 | ASST. MANAGER | $77,647 | Similar name, revenue within 2x |
| MOTOR COACH EMPLOYEES CREDIT UNION | IL | Not reported | $191,220 | $215,367 | TREASURER | $51,272 | Similar name, revenue within 2x |
| MURRAY EMPLOYEES CREDIT UNION | IL | Not reported | $341,911 | $266,130 | MEMBER SERVICES/ ASSISTANT MANAGER | $63,924 | Similar name, revenue within 2x |
| POLLOCK EMPLOYEES CREDIT UNION | TX | Not reported | $221,114 | $243,337 | President | $43,496 | Similar name, revenue within 2x |
| UNION PACIFIC EMPLOYEES CREDIT UNION | TX | Not reported | $253,087 | $252,803 | Board of Director - Chairman | $0 | Similar name, revenue within 2x |
| CONSOL Employees Credit Union | PA | Not reported | $104,630 | $138,892 | Manager | $25,000 | Similar name, revenue within 2x |
| Educational Employees Credit Union | WI | Not reported | $348,239 | $312,413 | President | $74,412 | Similar name, revenue within 2x |
| MCCLATCHY EMPLOYEES CREDIT UNION | CA | Not reported | $185,310 | $193,454 | PRESIDENT/CEO | $79,891 | Similar name, revenue within 2x |
| BAPTIST EMPLOYEES CREDIT UNION | NC | Not reported | $127,669 | $245,693 | 151 WATERVIEW LANE LUMBERTON, NC 28358 | $53,000 | Similar name, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOB FOUNDATION | Private foundation | $5,000 | 1 | 1 | 2022–2022 | HOLLY FRONTIER EMPLOYEES CREDIT UNION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $189,787 spent · pay $81,079 · grants $0 · events $1,600
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $75,200 | - | - | - | 39.6% | |
| Office expenses | $28,765 | - | - | - | 15.2% | |
| Other (as described) | DEBIT CARD EXPENSE | $26,516 | - | - | - | 14.0% |
| Other (as described) | PROVISION LOAN LOSS | $18,000 | - | - | - | 9.5% |
| Insurance | $6,689 | - | - | - | 3.5% | |
| Information technology | $6,349 | - | - | - | 3.3% | |
| Fees: accounting | $6,019 | - | - | - | 3.2% | |
| Payroll taxes | $5,879 | - | - | - | 3.1% | |
| Other (as described) | DIVIDENDS EXPENSE | $5,544 | - | - | - | 2.9% |
| Advertising and promotion | $5,000 | - | - | - | 2.6% | |
| Fees: other services | $3,762 | - | - | - | 2.0% | |
| Conferences, conventions and meetings | $1,600 | - | - | - | 0.8% | |
| Depreciation and depletion | $464 | - | - | - | 0.2% | |
| Total | $189,787 | 100% |
2023 · Form 990 · $192,382 spent · pay $80,267 · grants $0 · events $900
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $74,450 | - | - | - | 38.7% | |
| Office expenses | $64,970 | - | - | - | 33.8% | |
| Other (as described) | PROVISION LOAN LOSS | $14,740 | - | - | - | 7.7% |
| Fees: accounting | $8,918 | - | - | - | 4.6% | |
| Insurance | $6,999 | - | - | - | 3.6% | |
| Information technology | $6,211 | - | - | - | 3.2% | |
| Payroll taxes | $5,817 | - | - | - | 3.0% | |
| Fees: other services | $5,190 | - | - | - | 2.7% | |
| Other (as described) | DIVIDENDS EXPENSE | $3,951 | - | - | - | 2.1% |
| Conferences, conventions and meetings | $900 | - | - | - | 0.5% | |
| Depreciation and depletion | $205 | - | - | - | 0.1% | |
| Advertising and promotion | $31 | - | - | - | 0.0% | |
| Total | $192,382 | 100% |
2022 · Form 990 · $143,386 spent · pay $72,720 · grants $0 · events $500
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $67,062 | - | - | - | 46.8% | |
| Office expenses | $62,171 | - | - | - | 43.4% | |
| Insurance | $6,908 | - | - | - | 4.8% | |
| Information technology | $5,625 | - | - | - | 3.9% | |
| Payroll taxes | $5,288 | - | - | - | 3.7% | |
| Fees: accounting | $3,373 | - | - | - | 2.4% | |
| Other (as described) | DIVIDENDS EXPENSE | $1,751 | - | - | - | 1.2% |
| Conferences, conventions and meetings | $500 | - | - | - | 0.3% | |
| Advertising and promotion | $449 | - | - | - | 0.3% | |
| Other employee benefits | $370 | - | - | - | 0.3% | |
| Depreciation and depletion | $205 | - | - | - | 0.1% | |
| Other (as described) | PROVISION LOAN LOSS ADJST | -$10,316 | - | - | - | -7.2% |
| Total | $143,386 | 100% |
2021 · Form 990 · $138,546 spent · pay $66,833 · grants $0 · events $160
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $61,900 | - | - | - | 44.7% | |
| Office expenses | $53,418 | - | - | - | 38.6% | |
| Insurance | $6,133 | - | - | - | 4.4% | |
| Information technology | $5,480 | - | - | - | 4.0% | |
| Payroll taxes | $4,848 | - | - | - | 3.5% | |
| Fees: accounting | $2,765 | - | - | - | 2.0% | |
| Other (as described) | DIVIDENDS EXPENSE | $2,025 | - | - | - | 1.5% |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,630 | - | - | - | 1.2% |
| Conferences, conventions and meetings | $160 | - | - | - | 0.1% | |
| Depreciation and depletion | $102 | - | - | - | 0.1% | |
| Other employee benefits | $85 | - | - | - | 0.1% | |
| Total | $138,546 | 100% |
2020 · Form 990 · $165,462 spent · pay $64,831 · grants $0 · events $1,100
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $60,060 | - | - | - | 36.3% | |
| Office expenses | $54,523 | - | - | - | 33.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $22,000 | - | - | - | 13.3% |
| Fees: accounting | $7,034 | - | - | - | 4.3% | |
| Insurance | $6,823 | - | - | - | 4.1% | |
| Information technology | $5,632 | - | - | - | 3.4% | |
| Payroll taxes | $4,771 | - | - | - | 2.9% | |
| Other (as described) | DIVIDENDS EXPENSE | $3,519 | - | - | - | 2.1% |
| Conferences, conventions and meetings | $1,100 | - | - | - | 0.7% | |
| Total | $165,462 | 100% |
2019 · Form 990 · $187,225 spent · pay $78,420 · grants $0 · events $1,800
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $72,675 | - | - | - | 38.8% | |
| Office expenses | $58,873 | - | - | - | 31.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $25,628 | - | - | - | 13.7% |
| Insurance | $6,413 | - | - | - | 3.4% | |
| Fees: accounting | $6,276 | - | - | - | 3.4% | |
| Payroll taxes | $5,660 | - | - | - | 3.0% | |
| Information technology | $5,598 | - | - | - | 3.0% | |
| Other (as described) | DIVIDENDS EXPENSE | $3,954 | - | - | - | 2.1% |
| Conferences, conventions and meetings | $1,800 | - | - | - | 1.0% | |
| Depreciation and depletion | $163 | - | - | - | 0.1% | |
| Advertising and promotion | $100 | - | - | - | 0.1% | |
| Other employee benefits | $85 | - | - | - | 0.0% | |
| Total | $187,225 | 100% |
2018 · Form 990 · $167,016 spent · pay $72,004 · grants $0 · events $1,740
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $66,787 | - | - | - | 40.0% | |
| Office expenses | $59,259 | - | - | - | 35.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $9,705 | - | - | - | 5.8% |
| Insurance | $6,430 | - | - | - | 3.8% | |
| Fees: accounting | $6,262 | - | - | - | 3.7% | |
| Information technology | $5,352 | - | - | - | 3.2% | |
| Payroll taxes | $5,132 | - | - | - | 3.1% | |
| Other (as described) | DIVIDENDS EXPENSE | $4,337 | - | - | - | 2.6% |
| Conferences, conventions and meetings | $1,740 | - | - | - | 1.0% | |
| Depreciation and depletion | $1,568 | - | - | - | 0.9% | |
| Advertising and promotion | $359 | - | - | - | 0.2% | |
| Other employee benefits | $85 | - | - | - | 0.1% | |
| Total | $167,016 | 100% |
2017 · Form 990 · $161,530 spent · pay $74,549 · grants $0 · events $1,200
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $66,770 | - | - | - | 41.3% | |
| Office expenses | $59,160 | - | - | - | 36.6% | |
| Insurance | $6,489 | - | - | - | 4.0% | |
| Information technology | $5,217 | - | - | - | 3.2% | |
| Payroll taxes | $5,194 | - | - | - | 3.2% | |
| Other (as described) | DIVIDENDS PAID TO MEMBERS | $5,057 | - | - | - | 3.1% |
| Fees: other services | $4,500 | - | - | - | 2.8% | |
| Depreciation and depletion | $3,534 | - | - | - | 2.2% | |
| Other salaries and wages | $2,500 | - | - | - | 1.5% | |
| Fees: accounting | $1,624 | - | - | - | 1.0% | |
| Conferences, conventions and meetings | $1,200 | - | - | - | 0.7% | |
| Advertising and promotion | $200 | - | - | - | 0.1% | |
| Other employee benefits | $85 | - | - | - | 0.1% | |
| Total | $161,530 | 100% |
2016 · Form 990 · $173,824 spent · pay $60,379 · grants $0 · events $3,439
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $76,503 | - | - | - | 44.0% | |
| Pay: officers, directors, trustees, key employees | $53,985 | - | - | - | 31.1% | |
| Insurance | $6,760 | - | - | - | 3.9% | |
| Information technology | $5,471 | - | - | - | 3.1% | |
| Other (as described) | DIVIDENDS PAID TO MEMBERS | $5,322 | - | - | - | 3.1% |
| Other (as described) | PROVISION FOR LOAN LOSS | $5,000 | - | - | - | 2.9% |
| Depreciation and depletion | $4,600 | - | - | - | 2.6% | |
| Fees: other services | $4,500 | - | - | - | 2.6% | |
| Payroll taxes | $4,313 | - | - | - | 2.5% | |
| Conferences, conventions and meetings | $3,439 | - | - | - | 2.0% | |
| Fees: accounting | $1,811 | - | - | - | 1.0% | |
| Other employee benefits | $1,581 | - | - | - | 0.9% | |
| Pension plan contributions | $500 | - | - | - | 0.3% | |
| Interest | $39 | - | - | - | 0.0% | |
| Total | $173,824 | 100% |
2015 · Form 990 · $251,230 spent · pay $87,739 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $77,493 | - | - | - | 30.8% | |
| Pay: officers, directors, trustees, key employees | $69,665 | - | - | - | 27.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $54,922 | - | - | - | 21.9% |
| Pension plan contributions | $7,685 | - | - | - | 3.1% | |
| Depreciation and depletion | $6,683 | - | - | - | 2.7% | |
| Insurance | $6,665 | - | - | - | 2.7% | |
| Information technology | $6,162 | - | - | - | 2.5% | |
| Other (as described) | DIVIDENDS PAID TO MEMBERS | $5,858 | - | - | - | 2.3% |
| Payroll taxes | $5,679 | - | - | - | 2.3% | |
| Fees: other services | $3,317 | - | - | - | 1.3% | |
| Other salaries and wages | $2,466 | - | - | - | 1.0% | |
| Other employee benefits | $2,244 | - | - | - | 0.9% | |
| Fees: accounting | $1,815 | - | - | - | 0.7% | |
| Advertising and promotion | $500 | - | - | - | 0.2% | |
| Interest | $76 | - | - | - | 0.0% | |
| Total | $251,230 | 100% |
2014 · Form 990 · $206,943 spent · pay $83,086 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $77,092 | - | - | - | 37.3% | |
| Pay: officers, directors, trustees, key employees | $70,042 | - | - | - | 33.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $12,483 | - | - | - | 6.0% |
| Information technology | $12,325 | - | - | - | 6.0% | |
| Other (as described) | DIVIDENDS PAID TO MEMBERS | $5,971 | - | - | - | 2.9% |
| Insurance | $5,915 | - | - | - | 2.9% | |
| Depreciation and depletion | $5,632 | - | - | - | 2.7% | |
| Payroll taxes | $5,511 | - | - | - | 2.7% | |
| Pension plan contributions | $5,285 | - | - | - | 2.6% | |
| Fees: accounting | $2,335 | - | - | - | 1.1% | |
| Other employee benefits | $2,248 | - | - | - | 1.1% | |
| Fees: other services | $1,130 | - | - | - | 0.5% | |
| Advertising and promotion | $877 | - | - | - | 0.4% | |
| Interest | $97 | - | - | - | 0.0% | |
| Total | $206,943 | 100% |
2013 · Form 990 · $193,055 spent · pay $85,766 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $70,570 | - | - | - | 36.6% | |
| Office expenses | $66,684 | - | - | - | 34.5% | |
| Information technology | $16,676 | - | - | - | 8.6% | |
| Other (as described) | DIVIDENDS PAID TO MEMBERS | $6,416 | - | - | - | 3.3% |
| Insurance | $6,368 | - | - | - | 3.3% | |
| Payroll taxes | $6,103 | - | - | - | 3.2% | |
| Depreciation and depletion | $5,926 | - | - | - | 3.1% | |
| Fees: accounting | $5,803 | - | - | - | 3.0% | |
| Pension plan contributions | $5,285 | - | - | - | 2.7% | |
| Other employee benefits | $2,233 | - | - | - | 1.2% | |
| Other (as described) | NCUA ASSESSMENTS EXP | $1,941 | - | - | - | 1.0% |
| Other salaries and wages | $1,575 | - | - | - | 0.8% | |
| Fees: other services | $1,202 | - | - | - | 0.6% | |
| Advertising and promotion | $319 | - | - | - | 0.2% | |
| Interest | $56 | - | - | - | 0.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | -$4,102 | - | - | - | -2.1% |
| Total | $193,055 | 100% |
2012 · Form 990 · $201,038 spent · pay $79,135 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $66,999 | - | - | - | 33.3% | |
| Office expenses | $66,563 | - | - | - | 33.1% | |
| Information technology | $16,447 | - | - | - | 8.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $10,478 | - | - | - | 5.2% |
| Other (as described) | DIVIDENDS PAID TO MEMBERS | $7,007 | - | - | - | 3.5% |
| Fees: accounting | $6,585 | - | - | - | 3.3% | |
| Insurance | $6,564 | - | - | - | 3.3% | |
| Payroll taxes | $5,283 | - | - | - | 2.6% | |
| Pension plan contributions | $4,660 | - | - | - | 2.3% | |
| Other (as described) | NCUA ASSESSMENTS EXP | $2,372 | - | - | - | 1.2% |
| Depreciation and depletion | $2,359 | - | - | - | 1.2% | |
| Other employee benefits | $2,193 | - | - | - | 1.1% | |
| Fees: other services | $1,768 | - | - | - | 0.9% | |
| Advertising and promotion | $1,598 | - | - | - | 0.8% | |
| Interest | $162 | - | - | - | 0.1% | |
| Total | $201,038 | 100% |
2011 · Form 990 · $203,694 spent · pay $74,932 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $70,976 | - | - | - | 34.8% | |
| Pay: officers, directors, trustees, key employees | $64,263 | - | - | - | 31.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $24,432 | - | - | - | 12.0% |
| Other (as described) | DIVIDENDS PAID TO MEMBERS | $8,650 | - | - | - | 4.2% |
| Fees: accounting | $6,175 | - | - | - | 3.0% | |
| Insurance | $5,689 | - | - | - | 2.8% | |
| Other (as described) | NCUSIF ASSESSMENTS EXP | $5,671 | - | - | - | 2.8% |
| Depreciation and depletion | $5,643 | - | - | - | 2.8% | |
| Payroll taxes | $5,241 | - | - | - | 2.6% | |
| Pension plan contributions | $3,985 | - | - | - | 2.0% | |
| Other employee benefits | $1,443 | - | - | - | 0.7% | |
| Advertising and promotion | $1,039 | - | - | - | 0.5% | |
| Fees: other services | $377 | - | - | - | 0.2% | |
| Interest | $110 | - | - | - | 0.1% | |
| Total | $203,694 | 100% |
2010 · Form 990 · $205,038 spent · pay $73,242 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $61,899 | - | - | - | 30.2% | |
| Office expenses | $59,372 | - | - | - | 29.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $32,496 | - | - | - | 15.8% |
| Other (as described) | DIVIDENDS PAID TO MEMBERS | $11,561 | - | - | - | 5.6% |
| Depreciation and depletion | $9,123 | - | - | - | 4.4% | |
| Fees: accounting | $6,842 | - | - | - | 3.3% | |
| Insurance | $5,244 | - | - | - | 2.6% | |
| Payroll taxes | $5,049 | - | - | - | 2.5% | |
| Other (as described) | NCUSIF STABILIZATION EXP | $4,987 | - | - | - | 2.4% |
| Pension plan contributions | $3,985 | - | - | - | 1.9% | |
| Other employee benefits | $1,923 | - | - | - | 0.9% | |
| Fees: other services | $1,698 | - | - | - | 0.8% | |
| Other salaries and wages | $386 | - | - | - | 0.2% | |
| Advertising and promotion | $367 | - | - | - | 0.2% | |
| Interest | $106 | - | - | - | 0.1% | |
| Total | $205,038 | 100% |