STATE CHARTERED CREDIT UNIONS IN FLORIDA
Cite this
Plain text STATE CHARTERED CREDIT UNIONS IN FLORIDA. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/590729366. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). STATE CHARTERED CREDIT UNIONS IN FLORIDA [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/590729366
MLA “STATE CHARTERED CREDIT UNIONS IN FLORIDA.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/590729366. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $167.7M · expenses $151.4M · assets $2.90B
- Also known as
- ACHIEVA CREDIT UNION
- EIN
- 59-0729366
- Address
- PO BOX 1500, DUNEDIN, FL 34697
- Website
- WWW.ACHIEVACU.COM
- NTEE code
- -
- Subsection
- -
- Ruling year
- -
- Cross-check
- ProPublica Nonprofit Explorer
Mission
NOT-FOR-PROFIT ORGANIZATION STATE CHARTERED CREDIT UNION.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
53 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 |
|---|---|---|---|---|---|
| Gary Regoli | PRESIDENT/CEO | 2010-2024 | $3,643,369 | $22,589,964 | 2 |
| John Wintermeier | CBO | 2010-2024 | $347,877 | $3,913,911 | 2 |
| Janice Hollar | CFO | 2017-2024 | $537,235 | $3,106,425 | 2 |
| Steven Nordbeck | VP WEALTH ADVISOR | 2018-2024 | $509,806 | $3,067,933 | 1 |
| Lisa Smith | CRO | 2014-2024 | $392,457 | $2,795,773 | 1 |
| Jennifer Galley | COO | 2016-2024 | $458,028 | $2,778,457 | 1 |
| David Oak | CMO | 2018-2024 | $389,773 | $2,094,518 | 2 |
| Tracy Ingram | CTO | 2018-2024 | $422,280 | $2,046,744 | 1 |
| Jeffrey Blake | CPO | 2020-2024 | $239,386 | $1,564,410 | 1 |
| Horace Hackney | VP CONTROLLER | 2015-2024 | $280,831 | $1,486,577 | 1 |
| Rebecca Fisher | VP WEALTH ADVISOR | 2021-2024 | $475,263 | $1,394,646 | 1 |
| James Dawson | CDDO | 2010-2024 | $407,632 | $1,106,769 | 1 |
| Edwin Egan | VP ENTERPRISE ANALYTICS/DATA | 2023-2024 | $250,369 | $475,556 | 1 |
| Brett Harner | VP WEALTH PROGRAM MANAGER | 2024 | $364,999 | $364,999 | 1 |
| Sarah Schackmann | CPO | 2024 | $194,304 | $194,304 | 1 |
| Theron Hawkins | BOARD MEMBER | 2019-2024 | $5,878 | $30,849 | 1 |
| Victor Lee | BOARD MEMBER | 2022-2024 | $13,233 | $26,656 | 1 |
| Jeff Felardo | SECRETARY/TREASURER | 2021-2024 | $10,553 | $21,125 | 1 |
| Janet Cantees | CHAIRPERSON | 2010-2024 | $3,648 | $20,045 | 1 |
| Linda Emanuel | VICE CHAIRPERSON | 2010-2024 | $0 | $7,537 | 1 |
| Mike Silvernail | BOARD MEMBER | 2010-2024 | $0 | $5,327 | 1 |
| Bill Williamson | BOARD MEMBER | 2010-2024 | $0 | $2,503 | 1 |
| Tara Murphy (former) | CIO | 2011-2021 | $352,188 | $3,263,359 | 1 |
| Steve Nordbeck (former) | VP Wealth Managment | 2010-2017 | $340,239 | $2,578,855 | 1 |
| Dennis Holthaus (former) | EVP | 2010-2017 | $364,028 | $2,314,042 | 2 |
| Sara Depauw (former) | CLO | 2015-2021 | $341,363 | $1,873,742 | 1 |
| Andrew Denis (former) | VP WEALTH ADVISOR | 2018-2023 | $430,753 | $1,785,489 | 1 |
| Ken Rase (former) | VP Wealth Management | 2010-2015 | $386,943 | $1,717,720 | 1 |
| Janet Till (former) | CPO | 2013-2018 | $282,350 | $1,523,834 | 1 |
| Victoria Prast (former) | VP REAL ESTATE LENDING | 2011-2018 | $193,068 | $784,324 | 1 |
| Scott McKim (former) | SVP / CLO | 2014-2016 | $330,338 | $683,485 | 1 |
| William Werdell (former) | COMMERCIAL SALES TEAM MANAGER | 2021-2022 | $276,583 | $499,194 | 1 |
| Andrea Gregor (former) | SVP / Organizational Development | 2010-2012 | $152,575 | $409,747 | 1 |
| Dawn Dixon (former) | SVP / Marketing | 2010-2012 | $150,281 | $393,325 | 1 |
| Tammy Youst (former) | VP Business Lending | 2012-2013 | $199,328 | $390,968 | 1 |
| Jeffery Bentley (former) | SVP / CLO | 2012-2013 | $238,627 | $390,326 | 1 |
| Debra Rogers (former) | (Former) COO | 2010 | $374,212 | $374,212 | 1 |
| Gina Francisco (former) | FINANCIAL PLANNING & TRUST MANAGER | 2017-2018 | $151,933 | $344,105 | 1 |
| Jim Wood (former) | (Former) SVP / CLO | 2010-2011 | $161,236 | $312,030 | 1 |
| Steven Krystyniak (former) | SR COMMERCIAL RELATIONSHIP MANAGER | 2021 | $205,293 | $205,293 | 1 |
| Ronald Mirenda (former) | VP Business Lending | 2016 | $190,014 | $190,014 | 1 |
| Laurel Flynn (former) | VP BUSINESS LENDING | 2020 | $182,891 | $182,891 | 1 |
| Judie Norwood (former) | VP OF CONSUMER LENDING | 2020 | $176,367 | $176,367 | 1 |
| Rebbecca Fisher (former) | FINANCIAL PLANNING & TRUST MANAGER | 2019 | $169,960 | $169,960 | 1 |
| Susie Newsome (former) | (Former) SVP / Risk Mgmt | 2010 | $136,229 | $136,229 | 1 |
| Larry Rupp (former) | VP Business Lending | 2011 | $118,752 | $118,752 | 1 |
| Jason Doerr (former) | VP Consumer Lending | 2011 | $104,080 | $104,080 | 1 |
| Perry Goodbrake (former) | SVP / Risk Management | 2011 | $103,351 | $103,351 | 1 |
| Trellis Poe (former) | DIRECTOR EMERITUS | 2010-2021 | $0 | $8,353 | 1 |
| Tom Oberhofer (former) | BOARD MEMBER | 2010-2020 | $0 | $5,948 | 1 |
| Everett Silvernail (former) | BOARD MEMBER | 2019-2020 | $0 | $5,004 | 1 |
| Jack Berthy (former) | DIRECTOR EMERITUS | 2010-2021 | $0 | $1,637 | 1 |
| Td Hawkins (former) | BOARD MEMBER | 2010-2018 | $0 | $962 | 1 |
Officers and directors, no compensation reported
3 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 |
|---|---|---|---|---|---|
| Rohland Bryant | BOARD MEMBER | 2010-2024 | 1 | $0 reported | 1 |
| Walter Moore | BOARD MEMBER | 2019-2024 | 1 | $0 reported | 1 |
| Hugh Kriever (former) | Board Member | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 24 people listed · 19 paid, $8.9M · 652 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY REGOLI | PRESIDENT/CEO | 40 | $2,881,959 | $0 | $761,410 | $3,643,369 | 2 |
| JANICE HOLLAR | CFO | 40 | $492,073 | $0 | $45,162 | $537,235 | 2 |
| STEVEN NORDBECK | VP WEALTH ADVISOR | 40 | $450,360 | $0 | $59,446 | $509,806 | 1 |
| REBECCA FISHER | VP WEALTH ADVISOR | 40 | $423,860 | $0 | $51,403 | $475,263 | 1 |
| JENNIFER GALLEY | COO | 40 | $394,696 | $0 | $63,332 | $458,028 | 1 |
| TRACY INGRAM | CTO | 40 | $392,128 | $0 | $30,152 | $422,280 | 1 |
| JAMES DAWSON | CDDO | 40 | $345,081 | $0 | $62,551 | $407,632 | 1 |
| LISA SMITH | CRO | 40 | $337,163 | $0 | $55,294 | $392,457 | 1 |
| DAVID OAK | CMO | 40 | $329,572 | $0 | $60,201 | $389,773 | 2 |
| BRETT HARNER | VP WEALTH PROGRAM MANAGER | 40 | $342,466 | $0 | $22,533 | $364,999 | 1 |
| JOHN WINTERMEIER | CBO | 40 | $296,770 | $0 | $51,107 | $347,877 | 2 |
| HORACE HACKNEY | VP CONTROLLER | 40 | $246,634 | $0 | $34,197 | $280,831 | 1 |
| EDWIN EGAN | VP ENTERPRISE ANALYTICS/DATA | 40 | $233,359 | $0 | $17,010 | $250,369 | 1 |
| JEFFREY BLAKE | CPO | 40 | $228,891 | $0 | $10,495 | $239,386 | 1 |
| SARAH SCHACKMANN | CPO | 40 | $168,535 | $0 | $25,769 | $194,304 | 1 |
| VICTOR LEE | BOARD MEMBER | 1 | $13,233 | $0 | $0 | $13,233 | 1 |
| JEFF FELARDO | SECRETARY/TREASURER | 1 | $10,553 | $0 | $0 | $10,553 | 1 |
| THERON HAWKINS | BOARD MEMBER | 1 | $5,878 | $0 | $0 | $5,878 | 1 |
| JANET CANTEES | CHAIRPERSON | 1 | $3,648 | $0 | $0 | $3,648 | 1 |
| LINDA EMANUEL | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| ROHLAND BRYANT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE SILVERNAIL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WILLIAMSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WALTER MOORE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 23 people listed · 18 paid, $6.5M · 631 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY REGOLI | PRESIDENT/CEO | 40 | $1,205,097 | $0 | $338,477 | $1,543,574 | 2 |
| JANICE HOLLAR | CFO | 40 | $453,550 | $0 | $53,008 | $506,558 | 2 |
| STEVEN NORDBECK | VP WEALTH ADVISOR | 40 | $429,402 | $0 | $53,352 | $482,754 | 1 |
| JENNIFER GALLEY | COO | 40 | $377,892 | $0 | $59,374 | $437,266 | 1 |
| ANDREW DENIS | VP WEALTH ADVISOR | 40 | $366,461 | $0 | $64,292 | $430,753 | 1 |
| JAMES DAWSON | CDDO | 40 | $346,459 | $0 | $67,590 | $414,049 | 1 |
| DAVID OAK | CMO | 40 | $333,282 | $0 | $60,644 | $393,926 | 2 |
| JEFFREY BLAKE | CPO | 40 | $349,287 | $0 | $39,811 | $389,098 | 1 |
| TRACY INGRAM | CTO | 40 | $351,108 | $0 | $27,661 | $378,769 | 1 |
| REBECCA FISHER | VP WEALTH ADVISOR | 40 | $318,121 | $0 | $46,739 | $364,860 | 1 |
| JOHN WINTERMEIER | CBO | 40 | $301,179 | $0 | $55,840 | $357,019 | 2 |
| LISA SMITH | CRO | 40 | $272,604 | $0 | $58,041 | $330,645 | 1 |
| HORACE HACKNEY | VP CONTROLLER | 40 | $209,636 | $0 | $31,439 | $241,075 | 1 |
| EDWIN EGAN | VP ENTERPRISE ANALYTICS/DATA CZAR | 40 | $208,635 | $0 | $16,552 | $225,187 | 1 |
| JEFF FELARDO | SECRETARY/TREASURER | 1 | $10,572 | $0 | $0 | $10,572 | 1 |
| THERON HAWKINS | BOARD MEMBER | 1 | $9,527 | $0 | $0 | $9,527 | 1 |
| JANET CANTEES | CHAIRPERSON | 1 | $9,467 | $0 | $0 | $9,467 | 1 |
| VICTOR LEE | BOARD MEMBER | 1 | $7,429 | $0 | $0 | $7,429 | 1 |
| LINDA EMANUEL | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| ROHLAND BRYANT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE SILVERNAIL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WILLIAMSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WALTER MOORE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 23 people listed · 17 paid, $7.1M · 613 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY REGOLI | PRESIDENT/CEO | 40 | $2,537,739 | $0 | $51,906 | $2,589,645 | 2 |
| JANICE HOLLAR | CFO | 40 | $435,405 | $0 | $49,404 | $484,809 | 2 |
| STEVEN NORDBECK | VP WEALTH ADVISOR | 40 | $399,744 | $0 | $49,975 | $449,719 | 1 |
| JENNIFER GALLEY | COO | 40 | $394,034 | $0 | $19,562 | $413,596 | 1 |
| JEFFREY BLAKE | CPO | 40 | $347,429 | $0 | $46,084 | $393,513 | 1 |
| ANDREW DENIS | VP WEALTH ADVISOR | 40 | $317,932 | $0 | $59,747 | $377,679 | 1 |
| DAVID OAK | CMO | 40 | $295,820 | $0 | $47,839 | $343,659 | 2 |
| TRACY INGRAM | CTO | 40 | $312,235 | $0 | $25,170 | $337,405 | 1 |
| LISA SMITH | CRO | 40 | $272,700 | $0 | $38,471 | $311,171 | 1 |
| REBECCA FISHER | VP WEALTH ADVISOR | 40 | $258,797 | $0 | $46,072 | $304,869 | 1 |
| JAMES DAWSON | CDDO | 40 | $232,470 | $0 | $51,105 | $283,575 | 1 |
| JOHN WINTERMEIER | CBO | 40 | $231,091 | $0 | $49,283 | $280,374 | 2 |
| WILLIAM WERDELL | COMMERCIAL SALES TEAM MANAGER | 40 | $228,146 | $0 | $48,437 | $276,583 | 1 |
| HORACE HACKNEY | VP CONTROLLER | 40 | $176,700 | $0 | $36,039 | $212,739 | 1 |
| THERON HAWKINS | BOARD MEMBER | 1 | $7,560 | $0 | $0 | $7,560 | 1 |
| VICTOR LEE | BOARD MEMBER | 1 | $5,994 | $0 | $0 | $5,994 | 1 |
| JANET CANTEES | CHAIRPERSON | 1 | $3,025 | $0 | $0 | $3,025 | 1 |
| LINDA EMANUEL | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFF FELARDO | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROHLAND BRYANT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WALTER MOORE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WILLIAMSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE SILVERNAIL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 26 people listed · 17 paid, $5.8M · 588 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY REGOLI | PRESIDENT/CEO | 40 | $1,003,566 | $0 | $566,785 | $1,570,351 | 2 |
| STEVEN NORDBECK | FINANCIAL PLANNING & TRUST | 40 | $440,331 | $0 | $46,140 | $486,471 | 1 |
| JANICE HOLLAR | CFO | 40 | $327,634 | $0 | $46,952 | $374,586 | 2 |
| TARA MURPHY | CIO | 40 | $320,610 | $0 | $31,578 | $352,188 | 1 |
| ANDREW DENIS | FINANCIAL PLANNING & TRUST | 40 | $291,847 | $0 | $49,973 | $341,820 | 1 |
| SARA DEPAUW | CLO | 40 | $288,229 | $0 | $53,134 | $341,363 | 1 |
| JENNIFER GALLEY | COO | 40 | $315,958 | $0 | $18,501 | $334,459 | 1 |
| JEFFREY BLAKE | CPO | 40 | $245,435 | $0 | $36,889 | $282,324 | 1 |
| DAVID OAK | CMO | 40 | $227,250 | $0 | $44,630 | $271,880 | 2 |
| TRACY INGRAM | CTO | 40 | $247,317 | $0 | $19,583 | $266,900 | 1 |
| REBECCA FISHER | FINANCIAL PLANNING & TRUST | 40 | $211,577 | $0 | $38,077 | $249,654 | 1 |
| LISA SMITH | CRO | 40 | $212,211 | $0 | $31,489 | $243,700 | 1 |
| JOHN WINTERMEIER | CBO | 40 | $211,170 | $0 | $26,468 | $237,638 | 2 |
| WILLIAM WERDELL | COMMERCIAL SALES TEAM MANAGER | 40 | $182,116 | $0 | $40,495 | $222,611 | 1 |
| STEVEN KRYSTYNIAK | SR COMMERCIAL RELATIONSHIP MANAGER | 40 | $180,759 | $0 | $24,534 | $205,293 | 1 |
| THERON HAWKINS | BOARD MEMBER | 1 | $1,234 | $0 | $0 | $1,234 | 1 |
| JAMES DAWSON | BOARD MEMBER | 1 | $884 | $0 | $0 | $884 | 1 |
| LINDA EMANUEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| TRELLIS POE | DIRECTOR EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFF FELARDO | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE SILVERNAIL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROHLAND BRYANT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WILLIAMSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET CANTEES | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK BERTHY | DIRECTOR EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| WALTER MOORE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 26 people listed · 15 paid, $8.8M · 559 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY REGOLI | PRESIDENT/CEO | 50 | $5,124,960 | $0 | $30,338 | $5,155,298 | 2 |
| STEVEN NORDBECK | FINANCIAL PLANNING & TRUST | 50 | $345,513 | $0 | $32,836 | $378,349 | 1 |
| JANICE HOLLAR | CFO | 50 | $322,938 | $0 | $30,565 | $353,503 | 2 |
| TARA MURPHY | CIO | 50 | $316,236 | $0 | $34,544 | $350,780 | 1 |
| SARA DEPAUW | CLO | 50 | $267,709 | $0 | $36,376 | $304,085 | 1 |
| JENNIFER GALLEY | COO | 50 | $285,361 | $0 | $18,431 | $303,792 | 1 |
| JEFFREY BLAKE | CPO | 50 | $234,933 | $0 | $25,156 | $260,089 | 1 |
| TRACY INGRAM | CTO | 50 | $234,239 | $0 | $18,684 | $252,923 | 1 |
| DAVID OAK | CMO | 50 | $222,809 | $0 | $25,943 | $248,752 | 2 |
| ANDREW DENIS | FINANCIAL PLANNING & TRUST | 50 | $201,962 | $0 | $27,586 | $229,548 | 1 |
| LISA SMITH | CRO | 50 | $202,843 | $0 | $24,396 | $227,239 | 1 |
| JOHN WINTERMEIER | CBO | 50 | $210,537 | $0 | $16,387 | $226,924 | 2 |
| LAUREL FLYNN | VP BUSINESS LENDING | 50 | $155,195 | $0 | $27,696 | $182,891 | 1 |
| JUDIE NORWOOD | VP OF CONSUMER LENDING | 50 | $151,983 | $0 | $24,384 | $176,367 | 1 |
| HORACE HACKNEY | VP CONTROLLER | 50 | $160,698 | $0 | $14,783 | $175,481 | 1 |
| THERON HAWKINS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA EMANUEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| TRELLIS POE | DIRECTOR EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM OBERHOFER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| EVERETT SILVERNAIL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROHLAND BRYANT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WILLIAMSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES DAWSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET CANTEES | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK BERTHY | DIRECTOR EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| WALTER MOORE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 22 people listed · 18 paid, $4.3M · 573 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY REGOLI | PRESIDENT/CEO | 40 | $984,335 | $0 | $28,470 | $1,012,805 | 2 |
| STEVEN NORDBECK | FINANCIAL PLANNING & TRUST | 40 | $333,332 | $0 | $31,228 | $364,560 | 1 |
| TARA MURPHY | CIO | 40 | $332,704 | $0 | $27,960 | $360,664 | 1 |
| JANICE HOLLAR | CFO | 40 | $319,836 | $0 | $27,379 | $347,215 | 2 |
| SARA DEPAUW | CLO | 40 | $300,921 | $0 | $34,633 | $335,554 | 1 |
| JENNIFER GALLEY | COO | 40 | $283,402 | $0 | $17,940 | $301,342 | 1 |
| DAVID OAK | CMO | 40 | $216,563 | $0 | $26,125 | $242,688 | 2 |
| JOHN WINTERMEIER | CBO | 40 | $224,278 | $0 | $16,801 | $241,079 | 2 |
| ANDREW DENIS | FINANCIAL PLANNING & TRUST MANAGER | 40 | $211,972 | $0 | $23,663 | $235,635 | 1 |
| TRACY INGRAM | CTO | 40 | $211,428 | $0 | $16,791 | $228,219 | 1 |
| LISA SMITH | CRO | 40 | $195,737 | $0 | $23,721 | $219,458 | 1 |
| REBBECCA FISHER | FINANCIAL PLANNING & TRUST MANAGER | 40 | $152,182 | $0 | $17,778 | $169,960 | 1 |
| HORACE HACKNEY | VP CONTROLLER | 40 | $149,242 | $0 | $17,337 | $166,579 | 1 |
| THERON HAWKINS | BOARD MEMBER - CHAIRPERSON | 1 | $6,650 | $0 | $0 | $6,650 | 1 |
| TOM OBERHOFER | BOARD MEMBER | 1 | $5,202 | $0 | $0 | $5,202 | 1 |
| EVERETT SILVERNAIL | BOARD MEMBER | 1 | $5,004 | $0 | $0 | $5,004 | 1 |
| LINDA EMANUEL | BOARD MEMBER - VICE CHAIRPERSON | 1 | $4,985 | $0 | $0 | $4,985 | 1 |
| JANET CANTEES | BOARD MEMBER - TREASURER | 1 | $2,524 | $0 | $0 | $2,524 | 1 |
| WALTER MOORE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROHLAND BRYANT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WILLIAMSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES DAWSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 23 people listed · 14 paid, $4.1M · 586 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY REGOLI | PRESIDENT/CEO | 40 | $879,489 | $0 | $27,883 | $907,372 | 2 |
| STEVEN NORDBECK | FINANCIAL PLANNING & TRUST MANAGER | 40 | $365,807 | $0 | $30,467 | $396,274 | 1 |
| TARA MURPHY | CIO | 40 | $292,364 | $0 | $27,231 | $319,595 | 1 |
| SARA DEPAUW | CLO | 40 | $258,410 | $0 | $33,435 | $291,845 | 1 |
| JANICE HOLLAR | CFO | 40 | $268,213 | $0 | $20,750 | $288,963 | 2 |
| JOHN WINTERMEIER | CBO | 40 | $259,311 | $0 | $24,270 | $283,581 | 2 |
| JANET TILL | CPO | 40 | $256,773 | $0 | $25,577 | $282,350 | 1 |
| JENNIFER GALLEY | COO | 40 | $199,557 | $0 | $15,288 | $214,845 | 1 |
| DAVID OAK | CMO | 40 | $179,601 | $0 | $24,239 | $203,840 | 2 |
| LISA SMITH | CRO | 40 | $179,109 | $0 | $22,048 | $201,157 | 1 |
| VICTORIA PRAST | VP REAL ESTATE LENDING | 40 | $171,612 | $0 | $21,456 | $193,068 | 1 |
| ANDREW DENIS | FINANCIAL PLANNING & TRUST MANAGER | 40 | $151,827 | $0 | $18,227 | $170,054 | 1 |
| TRACY INGRAM | CTO | 40 | $147,820 | $0 | $12,428 | $160,248 | 1 |
| GINA FRANCISCO | FINANCIAL PLANNING & TRUST MANAGER | 40 | $140,044 | $0 | $11,889 | $151,933 | 1 |
| TD HAWKINS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA EMANUEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| TRELLIS POE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM OBERHOFER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE SILVERNAIL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROHLAND BRYANT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WILLIAMSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES DAWSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET CANTEES | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 23 people listed · 13 paid, $4.2M · 519 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gary Regoli | President & CEO | 50 | $1,169,219 | $0 | $12,808 | $1,182,027 | 2 |
| Tara Murphy | SVP Retail Sales and Service | 50 | $347,933 | $0 | $21,000 | $368,933 | 1 |
| Dennis Holthaus | EVP | 50 | $342,628 | $0 | $21,400 | $364,028 | 2 |
| Steve Nordbeck | VP Wealth Managment | 50 | $318,651 | $0 | $21,588 | $340,239 | 1 |
| Janet Till | SVP People & Corporate Culture | 50 | $284,899 | $0 | $18,137 | $303,036 | 1 |
| John Wintermeier | SVP, CIO | 50 | $278,092 | $0 | $20,621 | $298,713 | 2 |
| Sara Depauw | SVP CLO | 50 | $236,176 | $0 | $18,364 | $254,540 | 1 |
| Lisa Smith | SVP Risk Management | 50 | $216,714 | $0 | $16,785 | $233,499 | 1 |
| Janice Hollar | SVP/CFO | 50 | $202,436 | $0 | $11,120 | $213,556 | 2 |
| Gina Francisco | Financial Planning and Trust Manager | 50 | $184,524 | $0 | $7,648 | $192,172 | 1 |
| Victoria Prast | VP Real Estate Lending | 50 | $165,952 | $0 | $9,516 | $175,468 | 1 |
| Jennifer Galley | VP Project Management | 50 | $145,092 | $0 | $11,574 | $156,666 | 1 |
| Horace Hackney | Controller | 50 | $133,394 | $0 | $4,265 | $137,659 | 1 |
| TD Hawkins | Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Linda B Emanuel | Vice Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Trellis Poe | Secretary / Treasurer, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Tom Oberhofer | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Mike Silvernail | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Jack Berthy | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Rohland Bryant | Supervisory Committee Chairperson | 0 | $0 | $0 | $0 | $0 | 1 |
| Bill Williamson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| James Dawson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Janet Cantees | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 23 people listed · 13 paid, $3.9M · 533 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gary Regoli | President & CEO | 50 | $819,202 | $0 | $21,200 | $840,402 | 2 |
| Dennis Holthaus | SVP / CFO | 50 | $343,022 | $0 | $21,810 | $364,832 | 2 |
| Steve Nordbeck | VP Wealth Managment | 50 | $341,162 | $0 | $21,655 | $362,817 | 1 |
| Tara Murphy | SVP Retail Sales and Service | 50 | $316,215 | $0 | $20,872 | $337,087 | 1 |
| Scott McKim | SVP / CLO | 50 | $308,656 | $0 | $21,682 | $330,338 | 1 |
| John Wintermeier | SVP, CIO | 50 | $282,772 | $0 | $21,610 | $304,382 | 2 |
| Janet Till | SVP People & Corporate Culture | 50 | $262,027 | $0 | $18,062 | $280,089 | 1 |
| Lisa Smith | SVP Risk Management | 50 | $220,962 | $0 | $16,226 | $237,188 | 1 |
| Ronald Mirenda | VP Business Lending | 50 | $175,574 | $0 | $14,440 | $190,014 | 1 |
| Sara Depauw | SVP CLO | 50 | $166,378 | $0 | $12,223 | $178,601 | 1 |
| Victoria Prast | VP Real Estate Lending | 50 | $155,429 | $0 | $12,789 | $168,218 | 1 |
| Jennifer Galley | VP Project Management | 50 | $146,851 | $0 | $11,612 | $158,463 | 1 |
| Horace Hackney | Controller | 50 | $135,453 | $0 | $5,528 | $140,981 | 1 |
| TD Hawkins | Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Linda B Emanuel | Vice Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Trellis Poe | Secretary / Treasurer, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Tom Oberhofer | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Mike Silvernail | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Jack Berthy | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Rohland Bryant | Supervisory Committee Chairperson | 0 | $0 | $0 | $0 | $0 | 1 |
| Bill Williamson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| James Dawson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Janet Cantees | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 22 people listed · 12 paid, $3.6M · 507 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gary Regoli | President & CEO | 50 | $764,281 | $0 | $21,200 | $785,481 | 2 |
| Ken Rase | VP Wealth Management | 50 | $369,888 | $0 | $17,055 | $386,943 | 1 |
| Steve Nordbeck | VP Wealth Managment | 50 | $341,252 | $0 | $21,447 | $362,699 | 1 |
| Dennis Holthaus | SVP / CFO | 50 | $310,547 | $0 | $21,271 | $331,818 | 2 |
| Tara Murphy | SVP Retail Sales and Service | 50 | $274,313 | $0 | $20,922 | $295,235 | 1 |
| John Wintermeier | SVP, CIO | 50 | $253,497 | $0 | $18,644 | $272,141 | 2 |
| Scott McKim | SVP / CLO | 50 | $243,959 | $0 | $17,682 | $261,641 | 1 |
| Janet Till | SVP People & Corporate Culture | 50 | $233,041 | $0 | $17,311 | $250,352 | 1 |
| Lisa Smith | SVP Risk Management | 50 | $205,488 | $0 | $14,446 | $219,934 | 1 |
| Sara Depauw | VP Indirect Lending | 50 | $157,777 | $0 | $9,977 | $167,754 | 1 |
| Victoria Prast | VP Real Estate Lending | 50 | $130,255 | $0 | $10,429 | $140,684 | 1 |
| Horace Hackney | Controller | 50 | $125,932 | $0 | $5,300 | $131,232 | 1 |
| TD Hawkins | Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Linda B Emanuel | Vice Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Trellis Poe | Secretary / Treasurer, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Tom Oberhofer | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Mike Silvernail | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Jack Berthy | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Rohland Bryant | Supervisory Committee Chairperson | 0 | $0 | $0 | $0 | $0 | 1 |
| Bill Williamson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| James Dawson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Janet Cantees | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 19 people listed · 9 paid, $2.8M · 406 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gary Regoli | President & CEO | 50 | $694,047 | $0 | $37,962 | $732,009 | 2 |
| Steve Nordbeck | VP Wealth Managment | 50 | $406,183 | $0 | $31,729 | $437,912 | 1 |
| Ken Rase | VP Wealth Management | 50 | $301,331 | $0 | $18,348 | $319,679 | 1 |
| Dennis Holthaus | SVP / CFO | 50 | $275,743 | $0 | $20,256 | $295,999 | 2 |
| Tara Murphy | SVP Retail Sales and Service | 50 | $241,020 | $0 | $19,140 | $260,160 | 1 |
| John Wintermeier | SVP, CIO | 50 | $237,008 | $0 | $19,481 | $256,489 | 2 |
| Janet Till | SVP People & Corporate Culture | 50 | $189,568 | $0 | $15,571 | $205,139 | 1 |
| Lisa Smith | SVP Risk Management | 50 | $171,853 | $0 | $7,472 | $179,325 | 1 |
| Scott McKim | SVP / CLO | 50 | $87,998 | $0 | $3,508 | $91,506 | 1 |
| TD Hawkins | Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Linda B Emanuel | Vice Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Trellis Poe | Secretary / Treasurer, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Tom Oberhofer | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Mike Silvernail | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Jack Berthy | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Rohland Bryant | Supervisory Committee Chairperson | 0 | $0 | $0 | $0 | $0 | 1 |
| Bill Williamson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| James Dawson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Janet Cantees | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
2013 · 19 people listed · 9 paid, $3.4M · 382 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gary Regoli | President & CEO | 50 | $1,151,334 | $0 | $25,729 | $1,177,063 | 2 |
| Ken Rase | VP Wealth Management | 50 | $349,802 | $0 | $17,735 | $367,537 | 1 |
| Steve Nordbeck | VP Wealth Managment | 50 | $305,182 | $0 | $36,287 | $341,469 | 1 |
| Dennis Holthaus | SVP / CFO | 50 | $274,066 | $0 | $30,932 | $304,998 | 2 |
| John Wintermeier | SVP, CIO | 50 | $242,767 | $0 | $33,343 | $276,110 | 2 |
| Tara Murphy | SVP Retail Sales and Service | 50 | $226,521 | $0 | $44,749 | $271,270 | 1 |
| Jeffery Bentley | SVP / CLO | 50 | $219,291 | $0 | $19,336 | $238,627 | 1 |
| Janet Till | SVP People & Corporate Culture | 50 | $174,660 | $0 | $28,208 | $202,868 | 1 |
| Tammy Youst | VP Business Lending | 50 | $179,720 | $0 | $19,608 | $199,328 | 1 |
| TD Hawkins | Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Linda B Emanuel | Vice Chairman, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Trellis Poe | Secretary / Treasurer, Board of Directors | 0 | $0 | $0 | $0 | $0 | 1 |
| Tom Oberhofer | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Mike Silvernail | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Jack Berthy | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Rohland Bryant | Supervisory Committee Chairperson | 0 | $0 | $0 | $0 | $0 | 1 |
| Bill Williamson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| James Dawson | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Janet Cantees | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 20 people listed · 13 paid, $2.4M · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gary Regoli | President & CEO | 50 | $515,075 | $0 | $0 | $515,075 | 2 |
| Ken Rase | Financial Planning Manager | 50 | $267,831 | $0 | $0 | $267,831 | 1 |
| Steve Nordbeck | Financial Planning Manager | 50 | $267,305 | $0 | $0 | $267,305 | 1 |
| Dennis Holthaus | SVP / CFO | 50 | $246,033 | $0 | $0 | $246,033 | 2 |
| John Wintermeier | SVP / CIO | 50 | $215,144 | $0 | $0 | $215,144 | 2 |
| Tara Murphy | SVP Retail Sales and Service | 50 | $203,075 | $0 | $0 | $203,075 | 1 |
| Tammy Youst | VP Business Lending | 50 | $191,640 | $0 | $0 | $191,640 | 1 |
| Andrea Gregor | SVP / Organizational Development | 50 | $152,575 | $0 | $0 | $152,575 | 1 |
| Jeffery Bentley | SVP / CLO | 50 | $151,699 | $0 | $0 | $151,699 | 1 |
| Dawn Dixon | SVP / Marketing | 50 | $150,281 | $0 | $0 | $150,281 | 1 |
| Mike Silvernail | Board Member | 1 | $1,975 | $0 | $0 | $1,975 | 1 |
| Linda B Emanuel | Vice Chairman, Board of Directors | 1 | $1,254 | $0 | $0 | $1,254 | 1 |
| Trellis Poe | Secretary / Treasurer, Board of Directors | 1 | $660 | $0 | $0 | $660 | 1 |
| TD Hawkins | Chairman, Board of Directors | 1 | $0 | $0 | $0 | $0 | 1 |
| Tom Oberhofer | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Jack Berthy | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Rohland Bryant | Supervisory Committee Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Bill Williamson | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| James Dawson | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Janet Cantees | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 23 people listed · 20 paid, $2.4M · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gary Regoli | President & CEO | 50 | $509,524 | $0 | $0 | $509,524 | 2 |
| Steve Nordbeck | Financial Planning Manager | 50 | $265,669 | $0 | $0 | $265,669 | 1 |
| Ken Rase | Financial Planning Manager | 50 | $240,418 | $0 | $0 | $240,418 | 1 |
| Dennis Holthaus | SVP / CFO | 50 | $239,041 | $0 | $0 | $239,041 | 2 |
| John Wintermeier | SVP / CIO | 50 | $166,256 | $0 | $0 | $166,256 | 2 |
| Jim Wood | (Former) SVP / CLO | 50 | $161,236 | $0 | $0 | $161,236 | 1 |
| Tara Murphy | SVP Retail Sales and Service | 50 | $144,372 | $0 | $0 | $144,372 | 1 |
| Andrea Gregor | SVP / Organizational Development | 50 | $131,924 | $0 | $0 | $131,924 | 1 |
| Dawn Dixon | SVP Marketing | 50 | $124,802 | $0 | $0 | $124,802 | 1 |
| Larry Rupp | VP Business Lending | 50 | $118,752 | $0 | $0 | $118,752 | 1 |
| Victoria Prast | VP Real Estate Lending | 50 | $106,886 | $0 | $0 | $106,886 | 1 |
| Jason Doerr | VP Consumer Lending | 50 | $104,080 | $0 | $0 | $104,080 | 1 |
| Perry Goodbrake | SVP / Risk Management | 50 | $103,351 | $0 | $0 | $103,351 | 1 |
| Trellis Poe | Secretary / Treasurer, Board of Directors | 1 | $3,946 | $0 | $0 | $3,946 | 1 |
| Jack Berthy | Board Member | 1 | $1,637 | $0 | $0 | $1,637 | 1 |
| Bill Williamson | Board Member | 1 | $1,589 | $0 | $0 | $1,589 | 1 |
| Janet Cantees | Board Member | 1 | $1,381 | $0 | $0 | $1,381 | 1 |
| Linda B Emanuel | Vice Chairman, Board of Directors | 1 | $1,298 | $0 | $0 | $1,298 | 1 |
| TD Hawkins | Chairman, Board of Directors | 1 | $962 | $0 | $0 | $962 | 1 |
| Tom Oberhofer | Board Member | 1 | $746 | $0 | $0 | $746 | 1 |
| Mike Silvernail | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Rohland Bryant | Supervisory Committee Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| James Dawson | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 21 people listed · 14 paid, $2.0M · 249 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gary Regoli | President & CEO | 50 | $425,969 | $0 | $0 | $425,969 | 2 |
| Debra Rogers | (Former) COO | 50 | $374,212 | $0 | $0 | $374,212 | 1 |
| Steve Nordbeck | Financial Planning Manager | 50 | $200,745 | $0 | $0 | $200,745 | 1 |
| Dennis Holthaus | SVP / CFO | 50 | $167,293 | $0 | $0 | $167,293 | 2 |
| Jim Wood | SVP / CLO | 50 | $150,794 | $0 | $0 | $150,794 | 1 |
| John Wintermeier | SVP / CIO | 50 | $150,184 | $0 | $0 | $150,184 | 2 |
| Susie Newsome | (Former) SVP / Risk Mgmt | 50 | $136,229 | $0 | $0 | $136,229 | 1 |
| Ken Rase | Financial Planning Manager | 50 | $135,312 | $0 | $0 | $135,312 | 1 |
| Andrea Gregor | SVP / Organizational Development | 50 | $125,248 | $0 | $0 | $125,248 | 1 |
| Dawn Dixon | SVP Marketing | 50 | $118,242 | $0 | $0 | $118,242 | 1 |
| Trellis Poe | Secretary / Treasurer, Board of Directors | 1 | $3,747 | $0 | $0 | $3,747 | 1 |
| Mike Silvernail | Board Member | 1 | $3,352 | $0 | $0 | $3,352 | 1 |
| Bill Williamson | Board Member | 1 | $914 | $0 | $0 | $914 | 1 |
| James Dawson | Board Member | 1 | $629 | $0 | $0 | $629 | 1 |
| TD Hawkins | Chairman, Board of Directors | 1 | $0 | $0 | $0 | $0 | 1 |
| Linda B Emanuel | Vice Chairman, Board of Directors | 1 | $0 | $0 | $0 | $0 | 1 |
| Tom Oberhofer | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Jack Berthy | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Rohland Bryant | Supervisory Committee Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Hugh Kriever | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Janet Cantees | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $8.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU FINANCIAL SERVICES | ST PETERSBURG, FL | CREDIT/DEBIT CARD PROCESSOR | $2,464,198 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | SOFTWARE PROVIDER | $2,182,081 |
| BANDES CONSTRUCTION CO INC | DUNEDIN, FL | BRANCH CONSTRUCTION | $1,730,292 |
| CDW DIRECT LLC | VERNON HILLS, IL | IT HARDWARE/SOFTWARE | $1,380,949 |
| CO-OP MEMBER CENTER | RANCHO CUCAMONGA, CA | MEMBER SERVICES / ZELLE | $1,151,679 |
2023 · 5 contractors · $9.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU FINANCIAL SERVICES | ST PETERSBURG, FL | CREDIT/DEBIT CARD PROCESSOR | $3,050,827 |
| BANDES CONSTRUCTION CO INC | DUNEDIN, FL | BRANCH CONSTRUCTION | $2,157,081 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | SOFTWARE PROVIDER | $1,815,865 |
| STEVENS CONSTRUCTION INC | FORT MYERS, FL | BRANCH CONSTRUCTION | $1,006,625 |
| CO-OP MEMBER CENTER | RANCHO CUCAMONGA, CA | MEMBER SERVICES / ZELLE | $984,436 |
2022 · 5 contractors · $6.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU FINANCIAL SERVICES | ST PETERSBURG, FL | CREDIT/DEBIT CARD PROCESSOR | $2,815,218 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | SOFTWARE PROVIDER | $1,654,397 |
| ABSOLUTE FINANCIAL SERVICES | ODESSA, FL | ATM/ECR MAINTENANCE | $809,031 |
| LENDKEY TECHNOLOGIES INC | BLUE ASH, NY | LOAN ORIGINATION | $730,190 |
| HARLAND CLARKE | ATLANTA, GA | MEMBERS STATEMENTS/CHECK PRINTING | $697,551 |
2021 · 5 contractors · $5.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU FINANCIAL SERVICES | ST PETERSBURG, FL | CREDIT/DEBIT CARD PROCESSOR | $2,578,139 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | SOFTWARE PROVIDER | $1,406,543 |
| HARLAND CLARKE | ATLANTA, GA | MEMBERS STATEMENTS/CHECK PRINTING | $638,225 |
| MASTERCARD INTERNATIONAL | OFALLON, MO | CREDIT/DEBIT CARD SERVICES | $586,289 |
| CDW DIRECT LLC | CHICAGO, IL | IT EQUIPMENT PROVIDER | $469,449 |
2020 · 5 contractors · $7.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU FINANCIAL SERVICES | ST PETERSBURG, FL | CREDIT/DEBIT CARD PROCESSOR | $2,597,385 |
| CREATIVE CONTRACTORS | CLEARWATER, FL | BUILDING CONTRACTOR | $1,876,640 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | SOFTWARE PROVIDER | $1,405,468 |
| TEKSYSTEMS INC | ATLANTA, GA | CONTRACTOR/ TEMP LABOR | $678,256 |
| CDW DIRECT LLC | CHICAGO, IL | IT EQUIPMENT PROVIDER | $626,193 |
2019 · 5 contractors · $6.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU FINANCIAL SERVICES | ST PETERSBURG, FL | CREDIT/DEBIT CARD PROCESSOR | $2,069,627 |
| SOUTHERN CROSS CONTRACTING | SARASOTA, FL | BUILDING CONTRACTOR | $1,225,211 |
| CORELATION INC | SAN DIEGO, CA | SOFTWARE PROVIDER | $1,103,426 |
| TEMENOS | MALVERN, PA | SOFTWARE PROVIDER | $982,339 |
| COMPANY MAN STUDIOS LLC | TAMPA, FL | MARKETING FIRM | $680,332 |
2018 · 5 contractors · $7.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU FINANCIAL SERVICES | ST PETERSBURG, FL | FINANCIAL SERVICES | $1,815,204 |
| SCHERER CONSTRUCTION | GAINESVILLE, FL | CONTRACTOR | $1,709,138 |
| PERSHING LLC | NEW YORK, NY | FINANCIAL SERVICES | $1,529,500 |
| NATIONAL FINANCIAL SERVICES | JERSEY CITY, NJ | BROKERAGE SERVICES | $1,460,672 |
| STARBOARD FUND FOR NEW BANC | ST PETERSBURG, FL | INVESTMENT | $1,250,865 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1 grant to organizations · $233K
2023 · 1 grant to organizations · $46K
2020 · 1 grant to organizations · $623K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
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 | ||||||||
| $167,740,939 | $151,401,667 | $2,897,086,645 | $216,669,112 | $0 | $150,607,505 | $6,780,153 | 652 | 11 |
| 2023 · Form 990 | ||||||||
| $138,658,628 | $116,275,538 | $2,815,477,380 | $198,468,830 | $0 | $122,166,642 | $4,787,899 | 631 | 11 |
| 2022 · Form 990 | ||||||||
| $100,200,617 | $78,930,136 | $2,666,717,333 | $188,119,669 | $0 | $89,030,836 | $4,932,540 | 613 | 12 |
| 2021 · Form 990 | ||||||||
| $95,219,795 | $69,303,347 | $2,485,154,200 | $221,162,294 | $0 | $88,647,646 | $4,277,507 | 588 | 14 |
| 2020 · Form 990 | ||||||||
| $93,337,453 | $83,868,476 | $2,115,178,080 | $203,065,479 | $0 | $85,767,129 | $7,683,385 | 559 | 13 |
| 2019 · Form 990 | ||||||||
| $97,809,233 | $78,501,084 | $1,780,626,340 | $192,925,956 | $0 | $89,057,100 | $3,085,170 | 573 | 13 |
| 2018 · Form 990 | ||||||||
| $88,458,457 | $73,489,483 | $1,717,085,439 | $171,347,137 | $0 | $83,296,072 | $2,993,548 | 586 | 12 |
| 2017 · Form 990 | ||||||||
| $84,495,838 | $69,392,105 | $1,534,542,513 | $157,994,939 | $0 | $75,078,304 | $0 | 519 | 10 |
| 2016 · Form 990 | ||||||||
| $81,068,570 | $69,662,720 | $1,454,195,982 | $142,669,654 | $0 | $71,830,392 | $3,673,703 | 533 | 10 |
| 2015 · Form 990 | ||||||||
| $69,414,684 | $57,419,913 | $1,356,755,896 | $130,987,663 | $0 | $64,127,802 | $3,410,230 | 507 | 10 |
| 2014 · Form 990 | ||||||||
| $62,900,839 | $50,880,944 | $1,078,175,722 | $119,364,903 | $0 | $57,168,302 | $2,604,751 | 406 | 10 |
| 2013 · Form 990 | ||||||||
| $56,729,958 | $47,856,702 | $1,005,475,019 | $106,438,136 | $0 | $51,893,336 | $3,123,343 | 382 | 10 |
| 2012 · Form 990 | ||||||||
| $57,928,982 | $47,376,375 | $986,844,680 | $98,521,783 | $0 | $51,197,868 | $2,364,547 | 0 | 10 |
| 2011 · Form 990 | ||||||||
| $54,769,391 | $51,041,748 | $967,253,464 | $87,959,534 | $0 | $51,247,361 | $2,427,870 | 0 | 10 |
| 2010 · Form 990 | ||||||||
| $56,102,402 | $52,834,855 | $896,857,757 | $83,954,447 | $0 | $52,258,880 | $1,992,870 | 249 | 11 |
Funders of this organization
1 grantor reported grants to this organization, $10,775 in all, tax years 2020 to 2020. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| SOUTHEASTERN CREDIT UNION FOUNDATION INC | Public charity | Exact | 2020 | 1 | $10,775 | 2020 | $10,775 | show |
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 |
|---|---|---|---|---|---|---|---|
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $197,803,800 | $163,157,002 | CEO | $1,775,787 | Similar name, revenue within 2x, same state |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $190,006,716 | $149,867,860 | President/CEO | $1,286,914 | Similar name, revenue within 2x, same state |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $171,954,625 | $165,067,965 | CEO/PRESIDENT | $1,989,289 | Similar name, revenue within 2x, same state |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $272,314,802 | $216,671,085 | CEO/PRESIDENT | $8,983,293 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $201,599,156 | $177,058,948 | PRESIDENT/CEO | $853,827 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $84,989,667 | $77,297,519 | CEO | $1,471,971 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO | CO | Not reported | $216,356,677 | $181,994,947 | PRESIDENT/CEO | $3,569,553 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $106,672,065 | $106,128,097 | PRESIDENT/CEO | $621,885 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO | CO | Not reported | $97,278,896 | $93,232,033 | PRESIDENT/CEO | $782,171 | Similar name, revenue within 2x |
| STATE CHARTERED CREDIT UNIONS IN LOUISIANA | LA | Not reported | $88,451,502 | $88,194,236 | CEO & PRESIDENT | $721,517 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $177,489,649 | $69,496,099 | CEO | $1,472,927 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $103,161,140 | $91,173,483 | CEO | $928,640 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $117,116,968 | $110,668,603 | CHIEF EXECUTIVE OFFICER | $1,391,543 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $127,936,925 | $111,515,012 | CHIEF EXECUTIVE OFFICER | $801,759 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $146,404,003 | $135,151,985 | CEO AND PRESIDENT | $1,392,234 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO | CO | Not reported | $135,792,779 | $130,262,494 | CHIEF EXECUTIVE OFFICER | $1,273,088 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $90,271,577 | $78,263,421 | PRESIDENT & CEO | $734,112 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $136,429,900 | $119,530,646 | CHIEF DATA ANALYTICS OFFIC | $793,841 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $270,939,748 | $228,057,335 | Financial Consultant | $1,558,279 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $160,612,923 | $138,734,298 | CEO | $896,077 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $156,681,814 | $143,813,921 | PRESIDENT/CEO | $1,061,297 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $123,097,040 | $95,636,518 | CEO | $1,071,873 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $87,417,868 | $82,289,960 | President/CEO | $1,091,864 | Similar name, revenue within 2x |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $57,338,057 | $50,461,031 | CEO | $1,094,340 | Similar name, revenue within 5x, same state |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $516,242,984 | $467,484,089 | PRESIDENT/CEO | $1,686,685 | Similar name, revenue within 5x, same state |
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 |
|---|---|---|---|---|---|---|
| LAPEER COUNTY COMMUNITY FOUNDATION | DAF sponsor | $96,456 | 3 | 1 | 2021–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
| CAPITAL REGION COMMUNITY FOUNDATION | DAF sponsor | $14,962 | 1 | 1 | 2016–2016 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
| DESIGN FORWARD ALLIANCE | DAF sponsor | $8,000 | 1 | 1 | 2024–2024 | CREDIT UNIONS IN THE STATE OF |
| EDWARD CHARLES FOUNDATION | DAF sponsor | $6,464 | 1 | 1 | 2024–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO |
| MANISTEE COUNTY COMMUNITY | DAF sponsor | $6,456 | 1 | 1 | 2024–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
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 · $151,401,667 spent · pay $52,214,625 · grants $232,741 · events $106,408
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $47,385,573 | - | - | - | 31.3% | |
| Other salaries and wages | $35,376,405 | - | - | - | 23.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $11,779,997 | - | - | - | 7.8% |
| Pay: officers, directors, trustees, key employees | $6,780,153 | - | - | - | 4.5% | |
| Information technology | $6,437,466 | - | - | - | 4.3% | |
| Office expenses | $5,344,987 | - | - | - | 3.5% | |
| Other (as described) | DEBIT CARD EXPENSES | $4,860,604 | - | - | - | 3.2% |
| Advertising and promotion | $4,570,995 | - | - | - | 3.0% | |
| Other employee benefits | $4,550,535 | - | - | - | 3.0% | |
| Depreciation and depletion | $4,362,979 | - | - | - | 2.9% | |
| Fees: other services | $3,446,659 | - | - | - | 2.3% | |
| Payroll taxes | $2,942,842 | - | - | - | 1.9% | |
| Other (as described) | MAINTENANCE | $2,753,882 | - | - | - | 1.8% |
| Occupancy | $2,680,365 | - | - | - | 1.8% | |
| Pension plan contributions | $2,564,690 | - | - | - | 1.7% | |
| Other (as described) | LOAN SERVICING | $2,121,741 | - | - | - | 1.4% |
| All other expenses | $1,507,109 | - | - | - | 1.0% | |
| Travel | $521,922 | - | - | - | 0.3% | |
| Insurance | $465,471 | - | - | - | 0.3% | |
| Payments to affiliates | $240,109 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $232,741 | - | - | - | 0.2% | |
| Fees: legal | $186,031 | - | - | - | 0.1% | |
| Fees: accounting | $182,003 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $106,408 | - | - | - | 0.1% | |
| Total | $151,401,667 | 100% |
2023 · Form 990 · $116,275,538 spent · pay $44,745,011 · grants $46,136 · events $101,568
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $31,109,281 | - | - | - | 26.8% | |
| Interest | $30,319,241 | - | - | - | 26.1% | |
| Other (as described) | DEBIT CARD EXPENSES | $6,276,373 | - | - | - | 5.4% |
| Other (as described) | PROVISION FOR LOAN LOSS | $5,018,524 | - | - | - | 4.3% |
| Information technology | $4,949,522 | - | - | - | 4.3% | |
| Office expenses | $4,885,186 | - | - | - | 4.2% | |
| Pay: officers, directors, trustees, key employees | $4,787,899 | - | - | - | 4.1% | |
| Other employee benefits | $4,201,718 | - | - | - | 3.6% | |
| Advertising and promotion | $4,160,531 | - | - | - | 3.6% | |
| Depreciation and depletion | $3,574,467 | - | - | - | 3.1% | |
| Other (as described) | LOAN SERVICING | $2,537,751 | - | - | - | 2.2% |
| Payroll taxes | $2,518,542 | - | - | - | 2.2% | |
| Occupancy | $2,442,072 | - | - | - | 2.1% | |
| Other (as described) | MAINTENANCE | $2,346,984 | - | - | - | 2.0% |
| Pension plan contributions | $2,127,571 | - | - | - | 1.8% | |
| Fees: other services | $1,772,174 | - | - | - | 1.5% | |
| All other expenses | $1,648,441 | - | - | - | 1.4% | |
| Insurance | $426,361 | - | - | - | 0.4% | |
| Travel | $355,558 | - | - | - | 0.3% | |
| Fees: accounting | $261,913 | - | - | - | 0.2% | |
| Payments to affiliates | $233,560 | - | - | - | 0.2% | |
| Fees: legal | $174,165 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $101,568 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $46,136 | - | - | - | 0.0% | |
| Total | $116,275,538 | 100% |
2022 · Form 990 · $78,930,136 spent · pay $38,856,383 · grants $0 · events $61,310
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $25,826,966 | - | - | - | 32.7% | |
| Interest | $9,293,867 | - | - | - | 11.8% | |
| Pay: officers, directors, trustees, key employees | $4,932,540 | - | - | - | 6.2% | |
| Other (as described) | DEBIT CARD EXPENSES | $4,755,883 | - | - | - | 6.0% |
| Information technology | $4,445,418 | - | - | - | 5.6% | |
| Office expenses | $4,373,377 | - | - | - | 5.5% | |
| Other employee benefits | $3,994,223 | - | - | - | 5.1% | |
| Advertising and promotion | $3,730,081 | - | - | - | 4.7% | |
| Depreciation and depletion | $3,633,439 | - | - | - | 4.6% | |
| Payroll taxes | $2,254,292 | - | - | - | 2.9% | |
| Occupancy | $2,054,642 | - | - | - | 2.6% | |
| Other (as described) | MAINTENANCE | $1,850,465 | - | - | - | 2.3% |
| Pension plan contributions | $1,848,362 | - | - | - | 2.3% | |
| All other expenses | $1,646,458 | - | - | - | 2.1% | |
| Other (as described) | LOAN SERVICING | $1,572,538 | - | - | - | 2.0% |
| Fees: other services | $1,251,428 | - | - | - | 1.6% | |
| Insurance | $400,055 | - | - | - | 0.5% | |
| Travel | $334,953 | - | - | - | 0.4% | |
| Fees: accounting | $239,368 | - | - | - | 0.3% | |
| Fees: legal | $198,949 | - | - | - | 0.3% | |
| Payments to affiliates | $188,436 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $61,310 | - | - | - | 0.1% | |
| Other (as described) | UBIT | $43,086 | - | - | - | 0.1% |
| Total | $78,930,136 | 100% |
2021 · Form 990 · $69,303,347 spent · pay $34,351,029 · grants $0 · events $76,768
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $23,322,809 | - | - | - | 33.7% | |
| Interest | $8,682,302 | - | - | - | 12.5% | |
| Other (as described) | DEBIT CARD EXPENSES | $4,487,705 | - | - | - | 6.5% |
| Office expenses | $4,307,145 | - | - | - | 6.2% | |
| Pay: officers, directors, trustees, key employees | $4,277,507 | - | - | - | 6.2% | |
| Depreciation and depletion | $3,751,335 | - | - | - | 5.4% | |
| Advertising and promotion | $3,388,370 | - | - | - | 4.9% | |
| Information technology | $3,206,548 | - | - | - | 4.6% | |
| Other employee benefits | $3,124,798 | - | - | - | 4.5% | |
| Occupancy | $2,008,618 | - | - | - | 2.9% | |
| Payroll taxes | $1,845,256 | - | - | - | 2.7% | |
| Other (as described) | MAINTENANCE | $1,843,588 | - | - | - | 2.7% |
| Pension plan contributions | $1,780,659 | - | - | - | 2.6% | |
| Other (as described) | LOAN SERVICING | $1,506,075 | - | - | - | 2.2% |
| Fees: other services | $1,136,386 | - | - | - | 1.6% | |
| Insurance | $345,232 | - | - | - | 0.5% | |
| Payments to affiliates | $176,316 | - | - | - | 0.3% | |
| Travel | $163,830 | - | - | - | 0.2% | |
| Fees: accounting | $163,457 | - | - | - | 0.2% | |
| Fees: legal | $158,224 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $76,768 | - | - | - | 0.1% | |
| Other (as described) | UBIT | $18,545 | - | - | - | 0.0% |
| All other expenses | -$468,126 | - | - | - | -0.7% | |
| Total | $69,303,347 | 100% |
2020 · Form 990 · $83,868,476 spent · pay $33,357,067 · grants $622,784 · events $9,996
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $19,063,249 | - | - | - | 22.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $12,403,794 | - | - | - | 14.8% |
| Interest | $10,514,533 | - | - | - | 12.5% | |
| Pay: officers, directors, trustees, key employees | $7,683,385 | - | - | - | 9.2% | |
| Other (as described) | DEBIT CARD EXPENSES | $4,587,500 | - | - | - | 5.5% |
| Depreciation and depletion | $3,710,595 | - | - | - | 4.4% | |
| Other (as described) | MAINTENANCE | $3,642,033 | - | - | - | 4.3% |
| Other employee benefits | $3,270,088 | - | - | - | 3.9% | |
| Advertising and promotion | $2,982,052 | - | - | - | 3.6% | |
| Information technology | $2,698,385 | - | - | - | 3.2% | |
| Office expenses | $2,632,002 | - | - | - | 3.1% | |
| Occupancy | $2,050,596 | - | - | - | 2.4% | |
| Pension plan contributions | $1,674,960 | - | - | - | 2.0% | |
| Payroll taxes | $1,665,385 | - | - | - | 2.0% | |
| Fees: other services | $1,285,495 | - | - | - | 1.5% | |
| Other (as described) | LOAN SERVICING | $1,237,627 | - | - | - | 1.5% |
| All other expenses | $1,071,647 | - | - | - | 1.3% | |
| Grants to US organizations and governments | $622,784 | - | - | - | 0.7% | |
| Insurance | $347,685 | - | - | - | 0.4% | |
| Travel | $280,755 | - | - | - | 0.3% | |
| Payments to affiliates | $171,697 | - | - | - | 0.2% | |
| Fees: accounting | $146,732 | - | - | - | 0.2% | |
| Fees: legal | $115,501 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $9,996 | - | - | - | 0.0% | |
| Total | $83,868,476 | 100% |
2019 · Form 990 · $78,501,084 spent · pay $33,559,537 · grants $0 · events $24,593
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $23,980,831 | - | - | - | 30.5% | |
| Interest | $11,001,449 | - | - | - | 14.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $6,041,464 | - | - | - | 7.7% |
| Other (as described) | DEBIT CARD EXPENSES | $3,717,938 | - | - | - | 4.7% |
| Depreciation and depletion | $3,659,972 | - | - | - | 4.7% | |
| Other (as described) | MAINTENANCE | $3,541,770 | - | - | - | 4.5% |
| Advertising and promotion | $3,169,369 | - | - | - | 4.0% | |
| Pay: officers, directors, trustees, key employees | $3,085,170 | - | - | - | 3.9% | |
| Other employee benefits | $2,964,577 | - | - | - | 3.8% | |
| Office expenses | $2,924,308 | - | - | - | 3.7% | |
| All other expenses | $2,262,214 | - | - | - | 2.9% | |
| Occupancy | $2,226,402 | - | - | - | 2.8% | |
| Information technology | $2,064,973 | - | - | - | 2.6% | |
| Payroll taxes | $1,898,798 | - | - | - | 2.4% | |
| Pension plan contributions | $1,630,161 | - | - | - | 2.1% | |
| Other (as described) | LOAN SERVICING | $1,557,385 | - | - | - | 2.0% |
| Fees: other services | $1,462,981 | - | - | - | 1.9% | |
| Travel | $438,334 | - | - | - | 0.6% | |
| Insurance | $358,968 | - | - | - | 0.5% | |
| Fees: accounting | $199,247 | - | - | - | 0.3% | |
| Payments to affiliates | $165,100 | - | - | - | 0.2% | |
| Fees: legal | $125,080 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $24,593 | - | - | - | 0.0% | |
| Total | $78,501,084 | 100% |
2018 · Form 990 · $73,489,483 spent · pay $29,655,637 · grants $0 · events $21,041
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $21,147,762 | - | - | - | 28.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $10,216,138 | - | - | - | 13.9% |
| Interest | $6,806,152 | - | - | - | 9.3% | |
| Depreciation and depletion | $3,801,660 | - | - | - | 5.2% | |
| Other (as described) | DEBIT/CREDIT EXPENSES | $3,670,299 | - | - | - | 5.0% |
| Pay: officers, directors, trustees, key employees | $2,993,548 | - | - | - | 4.1% | |
| All other expenses | $2,933,307 | - | - | - | 4.0% | |
| Other (as described) | MAINTENANCE | $2,896,800 | - | - | - | 3.9% |
| Office expenses | $2,836,151 | - | - | - | 3.9% | |
| Advertising and promotion | $2,700,654 | - | - | - | 3.7% | |
| Other employee benefits | $2,360,821 | - | - | - | 3.2% | |
| Occupancy | $2,097,125 | - | - | - | 2.9% | |
| Payroll taxes | $1,674,071 | - | - | - | 2.3% | |
| Information technology | $1,659,393 | - | - | - | 2.3% | |
| Other (as described) | LOAN SERVICING | $1,642,494 | - | - | - | 2.2% |
| Pension plan contributions | $1,479,435 | - | - | - | 2.0% | |
| Fees: other services | $1,235,309 | - | - | - | 1.7% | |
| Travel | $428,959 | - | - | - | 0.6% | |
| Insurance | $355,646 | - | - | - | 0.5% | |
| Fees: legal | $222,498 | - | - | - | 0.3% | |
| Payments to affiliates | $164,650 | - | - | - | 0.2% | |
| Fees: accounting | $145,570 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $21,041 | - | - | - | 0.0% | |
| Total | $73,489,483 | 100% |
2017 · Form 990 · $69,392,105 spent · pay $28,903,045 · grants $0 · events $295,177
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $23,258,905 | - | - | - | 33.5% | |
| Other (as described) | Provision for Loan Losses | $9,467,006 | - | - | - | 13.6% |
| Information technology | $5,589,266 | - | - | - | 8.1% | |
| Other (as described) | Dividend/Interest Expense | $5,352,100 | - | - | - | 7.7% |
| Other (as described) | ATM/Debit Card Expenses | $5,069,947 | - | - | - | 7.3% |
| Depreciation and depletion | $3,099,928 | - | - | - | 4.5% | |
| Occupancy | $2,810,218 | - | - | - | 4.0% | |
| Other employee benefits | $2,449,698 | - | - | - | 3.5% | |
| Advertising and promotion | $2,387,147 | - | - | - | 3.4% | |
| Office expenses | $1,884,982 | - | - | - | 2.7% | |
| All other expenses | $1,873,770 | - | - | - | 2.7% | |
| Payroll taxes | $1,762,406 | - | - | - | 2.5% | |
| Pension plan contributions | $1,432,036 | - | - | - | 2.1% | |
| Other (as described) | Loan Processing Expenses | $910,971 | - | - | - | 1.3% |
| Fees: other services | $872,840 | - | - | - | 1.3% | |
| Insurance | $343,267 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $295,177 | - | - | - | 0.4% | |
| Fees: accounting | $226,996 | - | - | - | 0.3% | |
| Travel | $195,435 | - | - | - | 0.3% | |
| Fees: legal | $110,010 | - | - | - | 0.2% | |
| Total | $69,392,105 | 100% |
2016 · Form 990 · $69,662,720 spent · pay $28,102,780 · grants $15,000 · events $301,585
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $22,352,657 | - | - | - | 32.1% | |
| Other (as described) | Provision for Loan Losses | $9,752,922 | - | - | - | 14.0% |
| Information technology | $5,776,041 | - | - | - | 8.3% | |
| Other (as described) | ATM/Debit Card Expense | $5,476,433 | - | - | - | 7.9% |
| Other (as described) | Dividend/Interest Expense | $4,981,195 | - | - | - | 7.2% |
| Depreciation and depletion | $3,310,651 | - | - | - | 4.8% | |
| Occupancy | $2,920,855 | - | - | - | 4.2% | |
| Other employee benefits | $2,460,137 | - | - | - | 3.5% | |
| Advertising and promotion | $2,384,980 | - | - | - | 3.4% | |
| Office expenses | $1,987,377 | - | - | - | 2.9% | |
| All other expenses | $1,829,361 | - | - | - | 2.6% | |
| Payroll taxes | $1,686,616 | - | - | - | 2.4% | |
| Pension plan contributions | $1,603,370 | - | - | - | 2.3% | |
| Other (as described) | Loan Processing Expense | $1,119,006 | - | - | - | 1.6% |
| Fees: other services | $796,441 | - | - | - | 1.1% | |
| Insurance | $355,131 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $301,585 | - | - | - | 0.4% | |
| Travel | $255,531 | - | - | - | 0.4% | |
| Fees: accounting | $161,988 | - | - | - | 0.2% | |
| Fees: legal | $135,443 | - | - | - | 0.2% | |
| Grants to US individuals | $15,000 | - | - | - | 0.0% | |
| Total | $69,662,720 | 100% |
2015 · Form 990 · $57,419,913 spent · pay $23,844,117 · grants $15,000 · events $423,627
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $19,309,675 | - | - | - | 33.6% | |
| Other (as described) | Provision Loan Losses | $6,036,158 | - | - | - | 10.5% |
| Information technology | $4,614,961 | - | - | - | 8.0% | |
| Other (as described) | ATM/Debit Card Expense | $4,286,150 | - | - | - | 7.5% |
| Other (as described) | Dividend/Interest Expense | $3,829,913 | - | - | - | 6.7% |
| Depreciation and depletion | $3,181,315 | - | - | - | 5.5% | |
| Occupancy | $2,787,645 | - | - | - | 4.9% | |
| Advertising and promotion | $2,314,367 | - | - | - | 4.0% | |
| Other employee benefits | $1,997,375 | - | - | - | 3.5% | |
| Office expenses | $1,788,369 | - | - | - | 3.1% | |
| All other expenses | $1,776,906 | - | - | - | 3.1% | |
| Payroll taxes | $1,377,286 | - | - | - | 2.4% | |
| Pension plan contributions | $1,159,781 | - | - | - | 2.0% | |
| Other (as described) | Loan Processing Expense | $817,635 | - | - | - | 1.4% |
| Fees: other services | $741,604 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $423,627 | - | - | - | 0.7% | |
| Insurance | $350,851 | - | - | - | 0.6% | |
| Fees: legal | $252,525 | - | - | - | 0.4% | |
| Travel | $193,111 | - | - | - | 0.3% | |
| Fees: accounting | $165,659 | - | - | - | 0.3% | |
| Grants to US individuals | $15,000 | - | - | - | 0.0% | |
| Total | $57,419,913 | 100% |
2014 · Form 990 · $50,880,944 spent · pay $21,101,003 · grants $15,000 · events $271,986
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $16,841,659 | - | - | - | 33.1% | |
| Other (as described) | Provision Loan Losses | $4,520,627 | - | - | - | 8.9% |
| Other (as described) | ATM/Debit Card Expense | $4,464,003 | - | - | - | 8.8% |
| Information technology | $4,350,095 | - | - | - | 8.5% | |
| Other (as described) | Dividend/Interest Expense | $3,022,045 | - | - | - | 5.9% |
| Depreciation and depletion | $2,925,075 | - | - | - | 5.7% | |
| Occupancy | $2,403,578 | - | - | - | 4.7% | |
| Office expenses | $2,059,433 | - | - | - | 4.0% | |
| Advertising and promotion | $1,953,607 | - | - | - | 3.8% | |
| Other employee benefits | $1,766,457 | - | - | - | 3.5% | |
| All other expenses | $1,595,994 | - | - | - | 3.1% | |
| Payroll taxes | $1,427,274 | - | - | - | 2.8% | |
| Pension plan contributions | $1,065,613 | - | - | - | 2.1% | |
| Other (as described) | Loan Processing Expense | $920,741 | - | - | - | 1.8% |
| Fees: other services | $492,162 | - | - | - | 1.0% | |
| Insurance | $329,722 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $271,986 | - | - | - | 0.5% | |
| Travel | $175,322 | - | - | - | 0.3% | |
| Fees: accounting | $166,432 | - | - | - | 0.3% | |
| Fees: legal | $114,119 | - | - | - | 0.2% | |
| Grants to US individuals | $15,000 | - | - | - | 0.0% | |
| Total | $50,880,944 | 100% |
2013 · Form 990 · $47,856,702 spent · pay $19,042,628 · grants $15,000 · events $233,536
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $15,186,377 | - | - | - | 31.7% | |
| Other (as described) | Dividend/Interest Expense | $4,518,311 | - | - | - | 9.4% |
| Other (as described) | ATM/Debit Card Expense | $4,183,431 | - | - | - | 8.7% |
| Other (as described) | Provision Loan Loss | $4,073,862 | - | - | - | 8.5% |
| Information technology | $3,905,191 | - | - | - | 8.2% | |
| All other expenses | $2,202,086 | - | - | - | 4.6% | |
| Depreciation and depletion | $2,138,827 | - | - | - | 4.5% | |
| Office expenses | $2,037,045 | - | - | - | 4.3% | |
| Occupancy | $1,858,748 | - | - | - | 3.9% | |
| Advertising and promotion | $1,833,206 | - | - | - | 3.8% | |
| Other employee benefits | $1,647,645 | - | - | - | 3.4% | |
| Payroll taxes | $1,316,121 | - | - | - | 2.8% | |
| Pension plan contributions | $892,485 | - | - | - | 1.9% | |
| Other (as described) | Loan Processing Expense | $768,306 | - | - | - | 1.6% |
| Insurance | $364,838 | - | - | - | 0.8% | |
| Fees: other services | $290,842 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $233,536 | - | - | - | 0.5% | |
| Travel | $202,263 | - | - | - | 0.4% | |
| Fees: accounting | $97,883 | - | - | - | 0.2% | |
| Fees: legal | $90,699 | - | - | - | 0.2% | |
| Grants to US individuals | $15,000 | - | - | - | 0.0% | |
| Total | $47,856,702 | 100% |
2012 · Form 990 · $47,376,375 spent · pay $17,634,211 · grants $10,000 · events $304,635
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $13,959,847 | - | - | - | 29.5% | |
| Other (as described) | Dividend/Interest Expense | $6,220,236 | - | - | - | 13.1% |
| Other (as described) | Prov LL | $4,149,873 | - | - | - | 8.8% |
| Other (as described) | ATM/Debit Card Expense | $3,762,089 | - | - | - | 7.9% |
| Information technology | $3,221,898 | - | - | - | 6.8% | |
| All other expenses | $2,512,899 | - | - | - | 5.3% | |
| Office expenses | $2,082,355 | - | - | - | 4.4% | |
| Occupancy | $2,073,913 | - | - | - | 4.4% | |
| Depreciation and depletion | $1,735,679 | - | - | - | 3.7% | |
| Advertising and promotion | $1,660,625 | - | - | - | 3.5% | |
| Other employee benefits | $1,556,338 | - | - | - | 3.3% | |
| Payroll taxes | $1,157,955 | - | - | - | 2.4% | |
| Pension plan contributions | $960,071 | - | - | - | 2.0% | |
| Other (as described) | Loan Processing Expense | $930,490 | - | - | - | 2.0% |
| Fees: other services | $525,718 | - | - | - | 1.1% | |
| Conferences, conventions and meetings | $304,635 | - | - | - | 0.6% | |
| Insurance | $247,983 | - | - | - | 0.5% | |
| Fees: accounting | $123,285 | - | - | - | 0.3% | |
| Travel | $96,568 | - | - | - | 0.2% | |
| Fees: legal | $83,918 | - | - | - | 0.2% | |
| Grants to US individuals | $10,000 | - | - | - | 0.0% | |
| Total | $47,376,375 | 100% |
2011 · Form 990 · $51,041,748 spent · pay $16,497,012 · grants $10,000 · events $345,608
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $13,072,413 | $13,072,413 | - | - | 25.6% | |
| Other (as described) | Dividend/Interest Expense | $8,305,167 | $8,305,167 | $0 | $0 | 16.3% |
| Other (as described) | Provision Loan Losses | $5,934,404 | $5,934,404 | $0 | $0 | 11.6% |
| All other expenses | $3,985,093 | $3,985,093 | - | - | 7.8% | |
| Other (as described) | ATM/Debit Card Expense | $3,531,750 | $3,531,750 | $0 | $0 | 6.9% |
| Information technology | $2,973,887 | $2,973,887 | - | - | 5.8% | |
| Depreciation and depletion | $2,144,867 | $2,144,867 | - | - | 4.2% | |
| Office expenses | $2,007,788 | $2,007,788 | - | - | 3.9% | |
| Occupancy | $1,952,890 | $1,952,890 | - | - | 3.8% | |
| Other employee benefits | $1,441,667 | $1,441,667 | - | - | 2.8% | |
| Advertising and promotion | $1,399,403 | $1,399,403 | - | - | 2.7% | |
| Other (as described) | Loan Processing Expense | $1,118,651 | $1,118,651 | $0 | $0 | 2.2% |
| Payroll taxes | $1,098,744 | $1,098,744 | - | - | 2.2% | |
| Pension plan contributions | $884,188 | $884,188 | - | - | 1.7% | |
| Fees: other services | $444,992 | $444,992 | - | - | 0.9% | |
| Conferences, conventions and meetings | $345,608 | $345,608 | - | - | 0.7% | |
| Insurance | $168,472 | $168,472 | - | - | 0.3% | |
| Fees: accounting | $95,647 | $95,647 | - | - | 0.2% | |
| Travel | $69,395 | $69,395 | - | - | 0.1% | |
| Fees: legal | $56,722 | $56,722 | - | - | 0.1% | |
| Grants to US individuals | $10,000 | $10,000 | - | - | 0.0% | |
| Total | $51,041,748 | 100% |
2010 · Form 990 · $52,834,855 spent · pay $16,748,274 · grants $10,000 · events $264,118
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $13,040,212 | $13,040,212 | - | - | 24.7% | |
| Other (as described) | Dividend/Interest Expense | $9,295,106 | $9,295,106 | $0 | $0 | 17.6% |
| Other (as described) | Provision LL | $7,311,778 | $7,311,778 | $0 | $0 | 13.8% |
| Other (as described) | Misc Expense | $3,957,735 | $3,957,735 | $0 | $0 | 7.5% |
| Other (as described) | ATM/Debit Card Expense | $3,132,519 | $3,132,519 | $0 | $0 | 5.9% |
| Depreciation and depletion | $3,071,124 | $3,071,124 | - | - | 5.8% | |
| Office expenses | $2,111,557 | $2,111,557 | - | - | 4.0% | |
| Information technology | $2,054,322 | $2,054,322 | - | - | 3.9% | |
| Other employee benefits | $1,862,950 | $1,862,950 | - | - | 3.5% | |
| Occupancy | $1,784,987 | $1,784,987 | - | - | 3.4% | |
| Other (as described) | Loan Servicing Expense | $1,357,059 | $1,357,059 | $0 | $0 | 2.6% |
| Advertising and promotion | $1,017,070 | $1,017,070 | - | - | 1.9% | |
| Payroll taxes | $992,574 | $992,574 | - | - | 1.9% | |
| Pension plan contributions | $852,538 | $852,538 | - | - | 1.6% | |
| Conferences, conventions and meetings | $264,118 | $264,118 | - | - | 0.5% | |
| Fees: other services | $242,969 | $242,969 | - | - | 0.5% | |
| Insurance | $220,938 | $220,938 | - | - | 0.4% | |
| Fees: accounting | $108,315 | $108,315 | - | - | 0.2% | |
| Fees: legal | $97,128 | $97,128 | - | - | 0.2% | |
| Travel | $49,856 | $49,856 | - | - | 0.1% | |
| Grants to US individuals | $10,000 | $10,000 | - | - | 0.0% | |
| Total | $52,834,855 | 100% |